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

Our 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 multiple systems including CRM, eCommerce, WMS, HRMS, banking, and custom systems using secure APIs and connectors.

Data Migration & Legacy System Modernization

We seamlessly migrate your data to Business Central 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 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?

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.

1

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.

2

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.
3

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.

4

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.

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.

01

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.

02

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.

03

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.

04

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.

05

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.

06

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.

07

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.

08

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.

09

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

FAQs