Dynamics 365 Business Central

Dynamics 365 Business Central is the ERP (Enterprise Resource Planning) solution powered by Microsoft. A complex business management software that aggregates and controls several business processes.

One of the main characteristics of an ERP is to manage the various areas of activity of a company in a single software, facilitating the access and sharing of information between the departments such as project management, technical services, accounting, treasury, commercial and sales, management materials, contract management, human resources and assets.

Fully integrated system: finance, sales, services, operations and logistics

Complete business management solution, which adapts to the specific needs of organizations, regardless of their size. With the possibility of local or Cloud implementation, you can choose the model that best suits your business.

With Dynamics 365 Business Central and Office 365 the company shares the overview of its activity, integrating emails, calendars and files, together with its data and reports from the business management software.

Project implementation services for the Microsoft Dynamics 365 Business Central solution online or on premise follow an agile and effective methodology, focused on results and the satisfaction of our Clients, with the following steps:

Technological consultancy: initial requirements analysis and project description. Hydra iT's team of consultants are experienced in implementing projects, knowing the reality of each specific business in each sector of activity.
Project Management: it is the basic requirements of each project to have the project manager of the Hydra iT Team and the project manager of the Customer's team, ensuring easy communication between the teams. It is the responsibility of the Hydra iT project manager:
- The realization of the project plan (schedule) and the monitoring of its execution.
- Compliance with established deadlines and budgets.
Implementation: configuration of the solution and customization of features. It is also at this stage that users and the permission and access levels in the solution are configured.
Integration Development: in this phase, web services are developed or Microsoft connectors are implemented with the aim of synchronizing information from the Dynamics 365 BC solution with other systems and platforms, namely EDI with customers or suppliers, web sites, business portals, specific systems of the peripheral equipment such as scales or time clocks, etc. Learn more at Integration Services.
Data migration: loading data into the new solution. You can include in the scope of the project only the creation of the base data (chart of accounts, customers, product and price lists, etc.) or we can also include the migration of the information history that exists in the company.
Training: key activity for the success of the projects implemented by Hydra iT. The training is carried out with the Customer’s key users directed to each area of the solution. Training is also carried out for the team that will be responsible for administering the system.
Follow-up on start-up: after the completion of the training, the start date of the solution's operation is scheduled. At this moment, Hdyra iT consultants carry out on-site follow-up actions in the workplace for all users, in the first days of operation of the solution in order to enhance the adoption of the system and to give maximum confidence to users in all tasks that should do.
Solution support: after conclusion of the project, Hydra iT guarantees the continuity and support to users through the execution of a support contract. The Hydra’s support team guarantees maintenance: preventive, evolutionary and corrective of the solution. Customers with a support contract have access to the Customer Portal where they can open new support requests, interact with the Hydra iT team and consult the status of each order.

VERSION UPDATE/MIGRATION

Regarding ERP management systems, namely on premise (on-site installation with perpetual licensing), companies choose to take advantage of the implementation over time, benefiting from the guarantee and support that Microsoft offers for all versions for various years.

The moment when each company will update its Microsoft ERP management solution is often used to redeploy the solution or, at least, to adapt its features to new processes or to develop new business requirements. In this way, Hydra iT offers companies that already use Microsoft management solutions: Dynamics NAV, NAV 2015 or earlier their services for updating versions or migrating solutions that may include the transition from on premise solutions to the Cloud.

When the Customer intends to reimplement his business solution, the methodology developed by Hydra iT is similar to the global implementation of solutions, with the phases and activities of: Technological consulting, Project Management, Implementation, Integration Development, Data migration, Training , Start-up monitoring and solution support. Learn more at Global ERP Implementation services.

When the Costumer intends to transition his solution from his local servers to the Cloud, Hydra iT adds value by carrying out this work with minimal impact on the company's operation and enhancing all the associated benefits, namely in terms of security, accessibility and solution availability.

When the Customer intends to update the solution without process changes or new areas of implementation, Hydra iT performs the following services:

Comparison of specifics: detailed identification of specific functionalities and modules of the solution in operation.
Implementation of specifics functionalities in the new version: configuration and development tasks in the solution. It includes creating users and assigning access policies and permissions.
Report Development: when necessary, a survey of the reports, documents and analyzes used by the company is carried out in order to replicate the same information and formats in the new solution.
Integration Development: in this phase, when there is a significant technological evolution, web services are developed or Microsoft connectors are implemented in order to synchronize information from the Dynamics 365 BC solution with other systems and platforms, namely, EDI with customers or suppliers, web sites, business portals, specific business systems, peripheral equipment such as scales or time clocks, etc.
Data migration: loading data into the new solution. You can include in the scope of the project only the creation of the base data (chart of accounts, customers, product and price lists, etc.) or we can also include the migration of the information history that exists in the company.
Validation and approval tests: at all levels and for all processes, tests are carried out in team with the users of the solution in order to guarantee the exact functioning of the solution. Hydra iT has a global checklist of tests to be carried out and to be approved by users of the solution
Training and exploration of new features: key activities for the success of projects implemented by Hydra iT. The training is carried out at the Client with the key users directed to each area of the solution and directed to the main differences between versions and the presentation of new features.
Follow-up on start-up: after the completion of the training, the start date of the solution's operation is scheduled. At this moment, Hydra iT consultants carry out on-site follow-up actions in the workplace for all users, in the first days of operation of the solution in order to enhance the adoption of the system and to give maximum confidence to users in all tasks that should play.
Solution support: after completion of the project, Hydra iT guarantees the continuity and support to users through the execution of a support contract. The Hydra’s support team guarantees maintenance: preventive, evolutionary and corrective of the solution. Customers with a support contract have access to the Customer Portal where they can open new support requests, interact with the Hydra iT team and consult the status of each order.

IMPLEMENTATION OF FUNCTIONALITIES

For Customers who already use the Microsoft Dynamics 365 BC solution or previous versions of this Microsoft ERP, Hydra iT offers services for the development or implementation of new features or modules. These services can be complemented with our Consulting services in order to optimize the use of the system in the company and to choose the best approach for the new needs that arise according to the natural evolution of the business.

TECHNOLOGICAL CONSULTING

The team of Hydra iT consultants, certified by Microsoft, with deep knowledge in the various business areas and proven experience by our Customers, develop the following services within the scope of implementing a global project or separately:

Analysis of a company's current requirements and processes with a view to structuring or even remodeling and optimization. These services involve the analysis of the technology that the company has and the business processes that are supported and those that are not. From there, they help to identify quick gains for your organization, adding maximum value with minimum effort.
Optimization services particularly relevant when the adoption of your current system is low or when you are no longer able to meet the needs of your business. Provided by our expert consultants, highly experienced in generating additional value from a management system, optimization services consist of focused activities, such as training workshops, feature updates and new reporting capabilities.
Preparation of specifications – RFP (Request for Proposal) documentation for business solution’s selection
Recommendation for technical and functional improvements and new implementation projects
Management solutions architecture
Current status assessment and definition of technological roadmap for the information systems of a company or organization
Assessment of the compliance status of the solution with general security and data protection requirements
Support in the selection of new or complementary business solutions
Support in optimizing the use of information systems.

TRAINING

Training is considered by Hydra iT to be the key activity for the success of the implemented projects. Hydra iT develops training actions that can be included in the scope of each implementation project or taught separately. The training actions directed to a specific solution or to a module or application area of a solution can be carried out in two different formats:

Training workshops with a standard topic plan to introduce new solutions or strengthen skills. Usually, this type of training includes a conceptual and theoretical presentation of the themes and a practical component using the Client's own solution and is carried out at the Hydra iT facilities in Braga or Lisbon.
Training actions tailored to the specific needs of a company. Fill out our Training Questionnaire and we present an intervention plan tailored to your needs. Usually, these training actions are carried out at the Client's premises.

The training actions carried out by Hydra iT can include:

Support material and availability of documentary supports used in training
Use of each Client's environment or solution during moments of practical training
Attendance certificates for participants
Training video recording and availability to participants.

DEVELOPMENT OF INTEGRATIONS

In order to create information synchronisms with external systems, Hydra iT develops integration services using APIs or connectors provided by Microsoft or with the creation of web services.

Integrations can be part of the scope of an implementation project or can be developed separately in projects already implemented.

The Hydra iT team has experiences and skills to respond to the main challenges related to technological integration, namely with:

Among the various Microsoft solutions: Dynamics 365 Business Central, Dynamics 365 Customer Engagement, Office 365, Sharepoint, Power BI, among others.
Web platforms: institutional websites, apps, business portals
Specific business solutions: CAD systems, budgeting, etc.
Other business solutions
Data collection equipment in production environments
Peripheral equipment such as scales and time clocks
Point of sales (POS) systems for stores or chain stores.

SUPPORT SERVICES

For current Customers or companies using Microsoft solutions, the Hydra iT Support Team has the following services:

Help Desk services: functional or technical support and clarification of doubts by phone and email to all users of applications with administration profiles.
Preventive Maintenance: the actions taken in order to keep the applications in optimal performance conditions, as well as the availability of new releases and features developed by Hydra iT that bring added value to the applications or that result from legal imperatives.
Corrective Maintenance: the elimination of all problems and malfunctions of applications resulting from factors external to them that require intervention, either to correct data or to restore its operation. The correction of defects in the supplied software respects the legal warranty terms.
Evolutionary Maintenance: includes the following services:
- Development of new features required by the Client
- User training
- Analysis and consultancy services on the business processes supported in the applications in order to obtain higher efficiency and effectiveness rates.

Microsoft Dynamics 365 Business Central