Dynamics 365 Business Central implementation for a Non-profit

Customer Profile

Customer is a non-profit that acquires, develops, and operates affordable housing in downtown Los Angeles, California. They provide permanent supportive housing and services that allow people who have experienced homelessness, prolonged extreme poverty, poor health, disabilities, and mental illness. Their activities are funded primarily by fees from affordable housing projects and direct contributions from corporations, foundations, individuals, and government grants.

Customer Situation

The customer wanted to implement Dynamics 365 Business Central to get a 360 view of their financial health. Congruent was asked to set up and configure Dynamics 365 Business Central to get a complete financial view of all their subsidiary companies.

Modules implemented

  • Multi-company & Intercompany
  • Finance – GL, AP, AR & Cash modules
  • Consolidation
  • Finance statements

Implementation Methodology

The entire implementation was executed following the Sure Step Methodology. Given below are the steps in the Sure step implementation model.

  • Functional Requirements Document (FRD) preparation & Sign-off
  • Design document preparation for the Customizations
  • Customizations
  • Configure Dynamics in Staging
  • User Training in the Staging server
  • User Acceptance Testing (UAT)
  • UAT Support & fixes
  • Configure Dynamics in Production
  • Balance load & Go-Live
  • Post-implementation support


  • Customer has access to the key financial details of the limited partnership companies
  • Addressed the core finance needs of the Customer with Multi-company and Multi-currency options
  • With the consolidation and the financial statements, the Holding company is getting a big picture about the Financial situation of the subsidiary companies

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