Dynamics 365 Business Central Consulting Services

Name: Congruent Software Inc
Address: 4205 148th Ave NE Suite 200, Bellevue, WA, 98007, US
Telephone: +1-844-567-5232

Making your Business Central journey easier

We help you plan, implement, optimize, and support your Dynamics 365 Business Central system with a structured, low-risk method. From assessment to go-live, we cover every phase, so your teams get a stable system, predictable outcomes, and faster time to value.

Tell Us your Business Central Needs

Business Central consulting scenarios we support

New to Business Central?

We ensure your Business Central foundation is stable, compliant, and aligned with your business model.

Strategic advisory
Licensing
Setup and configuration
Migration from Dynamics SL, GP and NAV
Training

Business Central Optimization & Expansion Services

We fix system gaps, performance issues, failed setups, and extend your current environment with scalable improvements.

Re-implementation
Performance health check
Customization & third-party integration
Workflow automation
Build customized reports and dashboards
Establish best practices

Managed Support & Lifecycle Services

Our governance-driven support model provides predictable SLAs, proactive monitoring, and long-term stability.

Proactive monitoring
Severity based support
Flexible support plans

Staff Augmentation for Business Central Projects

Scale your project capacity with certified Business Central consultants who integrate seamlessly with your existing teams.

Certified Dynamics experts
Swift onboarding
Flexible engagement models
Scale up / scale down as required

Purpose of the Assessment

We identify where AI delivers real value, review data and access readiness, define fast-win use cases, and build a practical roadmap for long-term AI adoption.

How we Assess your Existing System

A structured review that highlights gaps and gives clear next steps:

Current State Review – How your team works today and where AI can help.
AI Fit & Use Case Mapping – Identify fast wins across sales, finance, and operations.
Data Readiness Check – Validate data quality, completeness, and cleanup needs.
Security & Access Review – Ensure safe AI activation through correct roles and controls.
Pilot Setup Plan – Design a small, low-risk AI pilot tailored to your goals.

AI Accelerator Option

A fast-track add-on that delivers real usage, not just a plan. Includes Copilot setup, an AI-powered workflow in Power Automate, industry prompt packs, and a rollout guide.

Outcomes you can Expect

You receive a clear AI roadmap, a list of ready-to-use Copilot features, data/process improvements, and a working AI pilot. Your team gains confidence to use AI daily while reducing manual work and improving insight.

Contact Our Experts

Our Dynamics 365 Business Central consulting services

Business Process Review & Solution Consulting

Get custom business workflows mapped out by analysing your unique challenges and potential opportunities that Business Central can transform.

Implementation and Deployment

We deploy Business Central system to help in your business growth, drive innovation, unlock new levels of productivity and achieve a competitive advantage. Learn how our Business Central implementation services help you get predictable results.

Cloud Readiness & System Architecture Design

We build scalable cloud architecture for Business Central, ensuring security, performance, and readiness for future integrations.

Customization and Development

We develop custom apps and add-ons that extend beyond basic features. Get unique workflows that automate your processes & minimize manual work.

Integration Services & API Management

We connect Business Central with CRM, eCommerce, WMS, HRMS, banking, and custom systems using secure APIs and connectors.

Data Migration & Legacy System Modernization

We seamlessly move your data with minimal operational disruption. We ensure critical data moves accurately, preserving your historical insights for future growth.

Training, Onboarding & Change Management

We empower your team with personalized training modules & ongoing support. Our approach ensures smooth transitions, minimal disruption, and maximum system utilization.

Testing, QA & Go-Live Support

We run structured testing cycles, resolve defects early, and validate every business process before launch. Our team manages go-live preparation, cutover tasks, and on-site or remote support to ensure a smooth, low-risk transition.

System Optimization and Performance Tuning

From streamlining workflows to feature enhancements, we monitor your system performance to ensure it performs at maximum efficiency and offers better value.

Governance, Compliance & Audit Support

We help establish audit-ready processes, compliance controls, and security policies aligned with your industry regulations.

Managed Support, Monitoring & Enhancements

We troubleshoot bugs and errors, implement optimizations, and ensure your Business Central system stays updated and efficient.

Reporting and Analytics

We design custom reporting solutions by integrating with Power BI to help you track KPIs, understand business trends, and make data-driven decisions.

Our Business Central packaged service tiers

Every business has different needs based on size, processes, and growth stage. These packaged tiers give you clear scope, clear cost, and predictable outcomes, without changing the delivery method. Each tier is scaled to match your complexity, not a one-size-fits-all model.

SMB Essentials Package +

Built for firms that want a clean start with low risk and fast benefit. This package suits firms moving from QuickBooks, spreadsheets, or other ERP tools.

What You Get

Core setup for finance, sales, buy, and items
Simple chart of accounts and site setup
Basic data load for customers, vendors, items, and open entries
Up to three simple flows for daily work
Role setup for key users
One test cycle before go-live
Guided live support

Mid-Market Growth Package +

This tier fits firms with more teams, more data, and more linked flows. It covers deeper work, more test cycles, and more change control.

What You Get

Full setup for finance, sales, buy, items, and stock
Multi-site support
Data load for master and open entries with cleanse rules
Fit-gap review and setup for six to ten flows
Setup for workflow rules, approval paths, and alerts
Custom reports and dashboards for management
Two to three test cycles
Go-live plan with user training for all teams
Post-go-live help

Enterprise Scale Package +

Built for large firms with linked systems, heavy data, or custom work. This tier includes deep analysis, code review, and long-term change control.

What You Get

Full setup across finance, trade, stock, service, and project
Support for multi-company and global teams
Data plan for high volumes with staged loads
Fit-gap map with change plan and risk plan
Build of needed extensions for unique needs
Setup for role-based access and audit checks
System links through APIs or middleware
Three to five test cycles with user groups
Rollout plan for phased or big-bang go-live
Hypercare support
A roadmap for future waves

Add-On Packs for Any Tier +

These optional packs help you extend your setup based on need.

What You Get

Advanced Reports Pack: custom layouts, KPIs, BI links
Integration Pack: links to CRM, eCommerce, or WMS
Automation Pack: workflow rules, alerts, and task bots
Compliance Pack: audit logs, change rules, and controls
Training Pack: team-based sessions and process guides
Managed Support Pack: long-term help for issues and upgrades

Why Congruent Software for Dynamics 365 Business Central consulting services?

As a certified Business Central Partner, we help you overcome your financial constraints. We provide insights to aid in your decision-making process.

A pioneer in Microsoft Dynamics practice

Flexible engagement models aligning with your budget and needs

Proven success across multiple industry verticals

Certified Microsoft Solutions partner, ensuring scalable, dependable solutions

Successful implementations that maximizes ROI through automation & workflows

Multiple consulting packages based on features, needs and users

Certified Dynamics Consultants with 15+ Years of Experience

Stellar customer references resembling our quality, reliability and trust

What do our customers say?

''"We have had several last minute/high priority requests. If all of these requests had not been acted on by the Congruent team in the timely manner they were, there could have been terrible consequences for the project... Your team has risen to the challenge brilliantly. Congruent team members have been stunningly responsive..."''

''Congruent has been highly responsive to our needs, and they have been constant professionals in helping us manage the project. We have been especially pleased with their ability to manage scope issues quickly and effectively, ... We are also working with an offshore team, ...Communication has been remarkably clear, ...''

''I have had the pleasure of working with the Congruent Team for the better part of 8 years now… The coding they provide is both professional and well documented. The team goes to great lengths to fully understand our requirements asking questions and offering suggestions that in the end provide a better solution…''

Our Business Central projects

Business Central Production Delay Solution

We built a custom solution in Business Central for a manufacturing company, that helped to eliminate production delays, streamline planning, and boost delivery performance.

Data Migration from Dynamics SL to Business Central for a Non-Profit

We helped a non-profit focused on cross-cultural understanding and educational opportunities migrate from Dynamics SL to Business Central to accommodate business processes and improve user experience

Recovered A Failed Business Central Setup for a Talent Management Company

We worked with a talent management company that was looking to streamline its traditional talent processes and gain a comprehensive view of its business operations.

How to choose the right Business Central consultant?

Choosing the right Business Central consultant requires a clear view of the skills, methods, and safeguards they bring to your project. Following are some key parameters to evaluate partners effectively.

Business Process Expertise

Ensure they can analyze and redesign workflows to reduce costs, remove bottlenecks, and improve productivity.

Licensing & Cost Optimization

A good consultant helps you avoid unnecessary license spend and aligns entitlements with your growth plan.

Strong Data Governance Practices

They should guide you on data ownership, quality, retention, and security from day one.

Low-Code/No-Code Capability

Look for teams that build quick, flexible apps and workflows without inflating development timelines.

Proven Risk Assessment Approach

Your consultant must identify potential project risks early and outline specific mitigation steps.

Clear Integration Strategy

They should have experience connecting Business Central with CRM, eCommerce, WMS, HRMS, banking, and custom systems.

Compliance & Audit Readiness

Choose a partner who understands regulatory requirements and helps keep your system audit-ready.

Business Continuity & Disaster Recovery Planning

They must provide guidance on backups, recovery, and redundancy to protect operations.

AI & Automation Capability

A modern consultant should help you adopt Copilot, Power Automate, and AI-driven features that boost efficiency.

Security & Access Control Expertise

Verify that they can implement role-based access, data protection controls, and security best practices.

UX and Adoption Focus

Prioritize consultants who deliver user-friendly interfaces and support change management.

Industry-Specific Knowledge

They should understand the unique workflows, compliance needs, and reporting of your sector.

Global Readiness

If you operate internationally, the consultant must support multi-currency, tax, localization, and compliance needs.

Ongoing Support Capability

Ensure they can provide audits, performance reviews, and proactive support after go-live.

Discovery and Alignment Framework

We map how your business works today and define what must improve. This builds shared direction and prevents rework later.

What You Get:

Mapped core processes across finance, operations, supply chain, sales, and reporting
A clear project vision and success criteria
Defined user roles, data needs, integrations, and compliance factors

Fit-Gap and Solution Blueprinting

We compare requirements with Business Central’s capabilities and define exactly what will be configured or extended.

Deliverables:

Fit-gap summary with configuration, extensions, or third-party apps
Solution architecture for data, workflows, and automations
Phased rollout plan and test scenarios

Agile Implementation Cycle

Work progresses in short cycles with design, build, test, and review. You see results early and refine quickly.

Key Steps Include:

Configuration based on scenarios
Building or extending features only when required
Test with your team using real or sample data
Get feedback and refine for accuracy

Data Governance and Migration Control

We use a phased, audited method to migrate data what you need. Clean data prevents errors, slow performance, and financial issues after go-live.

Our Data Governance Model Includes:

Data quality checks
Mapping rules for all master and transaction data
Controlled test and production imports
User validation steps

Risk and Change Governance

We follow a clear governance structure to keep decisions transparent and risks controlled, protecting your timeline and budget. Every change has ownership, cost awareness, and business justification.

Governance Elements Include:

Steering group for escalations and approvals
Formal change-control workflow
Risk register with owners and mitigation plans
Weekly progress and issue reports

User Enablement and Training Method

We train users with role-based sessions linked to the processes they perform each day. Your business avoids slow performance or errors caused by unfamiliar workflows.

Training Framework Includes:

Role-specific learning paths
Hands-on walkthroughs with live scenarios
Quick-reference guides and video clips
UAT scripts aligned to key business tasks

Go-Live Readiness and Cutover

We follow a controlled approach to plan and execute go-live. Each item has a clear owner and timeline. The transition is stable, helping your business to operate without downtime or confusion.

Cutover Checklist Includes:

Final data import
User permissions and security validation
Backup and rollback plan
Sign-off from process owners

Post-Go-Live Stabilization and Continuous Improvement

We support your teams through early adoption and prepare improvements.

Post-Go-Live Support Includes:

Hypercare support for fast issue resolution
Performance and transaction monitoring
Fixes and optimizations
Roadmap for future improvements

Factors contributing to success of Business Central consulting services

Your Business Central project must show clear impact, so we track outcomes that prove value in cost, time, and team output. Each outcome links to KPIs that show progress from day one.

Process Speed and Cycle Time

You gain faster work cycles due to clean flows and less manual input. This ensures faster work, reducing cost and improving cash flow. Reduction in order cycle time, drop in month-end close time, faster buy-to-pay & quick quote-to-cash.

Data Quality and Reporting Accuracy

You get better data because the new setup removes duplicates, gaps, and errors. You get clean master data rate, better match for stock levels, reduction in manual report fixes & better forecast accuracy.

User Adoption and System Use

User adoption is the key factor for long-term value. We track usage by team and role, as good adoption helps your team gain value from the system. You get better active user rate, reduction in manual work and better task success rate.

Error Rate and Issue Volume

A clean system reduces rework, support calls, and mistakes. Less error means more stable work and less lost time. You get less transaction errors, reduction in support tickets & drop in stock mismatch issues.

Cost Savings and IT Load Reduction

Moving to the cloud cuts server cost, support cost, and upgrade cost. You spend less to run and grow your system. Save on IT expenses, removal of server upkeep, reduction in upgrade effort & fewer third-party tools used.

Team Output and Workload Balance

Better flows and clear roles help teams do more with less stress. Your team can focus on work that drives value, not admin. Expect gains in team output, workflow execution and reduction on manual tasks.

Compliance and Audit Strength

You gain stronger control due to role rules, logs, and audit trails. Good control protects your firm and reduces risk. Get better match rate during audits, better access and full trace logs for important tasks.

Customer and Vendor Impact

Better order speed and stock control improve partner experience. Stronger partner trust leads to more sales and better terms. Get quick ship times, reduction in order issues, better fill rates and high vendor scorecard results.

Project Health and Delivery Score

We track delivery with clear project KPIs to avoid delays. A stable project gives you a stable system. Project delivered on time and on scope with better test pass rate and no issues during release.

Our Business Central support services

A clear support plan keeps your Business Central environment stable, your users productive, and your costs predictable. Our managed support tiers provide fast assistance, structured SLAs, and proactive system care that match your stage of growth.

Each plan includes defined SLAs, escalation paths, ticket severity levels, and response commitments giving you measurable service quality for uptime, resolution time, and system performance. For long-term system stability, explore our dedicated Business Central support services, built to give you clear SLAs, fast response, and ongoing optimization.

Support Plan Tiers

Essential Care (SMB-Ready)

Ideal for small teams using Business Central for core operations.

Includes:

Break-fix support
Basic admin assistance
Monthly health checks
Quick response times

Growth Care (Mid-Market)

Designed for growing firms with more users, data, and integrations.

Includes:

Faster response and issue resolution
Update and patch assistance
Minor enhancements and workflow tweaks
Monitoring for key system issues

Enterprise Care (High-Scale)

Built for organizations with multiple teams and complex processes.

Includes:

Priority response and escalation handling
Dedicated customer success lead
Change advisory support
Full update and feature planning

Business Central migration services

Migrating to a new system has its own challenges. We can guide you with expert tips and best practices to follow while moving to Business Central. Our experts provide extensive support throughout the data migration process, ensuring a smooth transition. Each migration includes structured planning, data cleansing, mapping rules, test loads, user validation, and governance checkpoints to reduce risk and ensure business continuity.

Migration from Business Central On-premise to Online

We move your Business Central system to the cloud without disrupting your work. Our experts manage data transfer, security, and user access, while keeping your customizations intact. We ensure the upgrade helps to reduce IT costs & boosts reliability.

Migrating from QuickBooks to Business Central

Our experts analyze your accounting workflow, fix scalability issues, and tailor a QuickBooks to business Central migration plan. We help adopt from QuickBooks’ simple setup to Business Central’s advanced system to achieve stronger financial controls and clearer insights.

Migrating from SAP to Business Central

We help you switch from SAP to Business Central seamlessly. We check your current system and plan how to move your data correctly. We keep important business information while removing unused features. We also train users to get more out of Business Central system.

Migrating from Dynamics Solomon (SL) to Business Central

Our expertise across both tools, helps to plan your transition to Business Central more effectively. From initial planning through testing and go-live, we ensure continuity in your business operations while positioning you for enhanced efficiency and growth. If you are using old Microsoft accounting tools can use our SL to Business Central migration roadmap to modernize with low effort and clear outcomes.

Migrating from Dynamics Navision (NAV) to Business Central

Since NAV and Business Central are similar, we make the move smooth by keeping your existing customizations and data intact. We focus on keeping what works from NAV, plan to move your data safely, ensure usage of familiar features, & add Business Central’s advanced reporting tools. For companies still running older systems, our NAV to Business Central migration process ensures clean data, tested extensions, and a smooth upgrade path.

Migrating from Dynamics Great Plains (GP) to Business Central

We develop custom data mapping strategies that preserve your complex financial structures, historical records, and reporting hierarchies. From multicurrency handling to inventory valuation methods, we ensure every critical Dynamics GP function is addressed. If you are moving from legacy finance tools, our proven GP to Business Central migration framework helps you shift without risk or long downtime.

FAQs

A Microsoft Business Central expert helps organizations implement, customize, and optimize Microsoft Dynamics 365 Business Central. Their responsibilities typically include from choosing the best licenses, analysing business requirements, configuring the system, migrating to latest version, customizing modules, opting best practices, to training, ongoing support and maintenance.

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