Pioneer Education Dynamics Customer Support implementation
Pioneer Education Dynamics Customer Support implementation
Executive Summary
About Client
Newzealand’s most awarded mortgage & insurance advisor Global Finance caters to about 1,500+ customers for their mortgage or insurance needs every year so that they can meet their financial goals. Global Finance offers more preference & freedom, with loan approvals from numerous lenders if chosen by the customers. Dealing with a large number of clients & team members, Global Finance was facing issues managing their unstructured data. As Peritos had already been managing their Dynamics environment, we successfully guided and supported Global Finance’s move from saving data from Azure Dataverse to Azure blob Storage which saved them 1500$ a month.
- https://www.globalfinance.co.nz/
- Location:Auckland, Newzealand
Project Background
Global Finance has been offering smarter loans and insurance since 1999. Working as one of the best mortgage & insurance advisers in NZ, Global Finance helped clients to save on their loans, by avoiding unnecessary interest and getting mortgage-free faster. Since the beginning, they have helped some customers become mortgage-free in as little as 7 years rather than the standard 30-year term.</span> <span data-contrast=”auto”>Global Finance was already using Dyn365 and saving data from Azure Dataverse, now moving to Azure Blob Storage has optimized for storing massive amounts of unstructured data for them.
Scope & Requirement
- In the 1st Phase of the Windows Virtual Server Setup, implementation was discussed as follows:
- Setting up for saving data from Azure Dataverse to Azure Blob Storage has sustained a lot of unstructured data for Global Finance
- Setting up the demands for storing and analyzing large volumes of unstructured data have increased over the past decade & Azure Blob Storage is one solution that fulfills the enterprise needs accurately.
Implementation
Technology and Architecture
Technology
- The migration was deployed with the below technological component• For Azure Dataverse-The underlying technology used was Azure SQL Database
- For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client
Challenges of Migrating from Azure Dataverse to Azure Blob Storage
- It was a bit of a challenge to ensure the new environment after migration meets all of the compliance criteria and still remain cost effective.
Project Completion
Duration
Deliverables
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
- Azure Blob Storage has a lot of organizational features that has solved the storage problem of Global Finance at a lower cost. Despite being developed for unstructured data, containers permit businesses to construct their preferred categories by uploading specific blobs to specific containers.
- Shifting from Azure Dataverse to Azure Blob Storage has provided a free hand to Global Finance to access objects in Blob Storage via the Azure Storage REST API, Azure PowerShell, Azure CLI, or an Azure Storage client library.
Now Global Finance is securely connected to Blob Storage by using SSH File Transfer Protocol (SFTP) & mount Blob Storage containers by using the Network File System 3.0 protocol. Peritos handled the Microsoft Dynamics 365 domain for Global Finance and provided discounted licensing, which proved very cost-effective.
building Manager
Global Finace services
Next Phase
- Dynamics CRM system Support
- O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
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ESS Work 365 and Dynamics Support implementation
ESS Work 365 and Dynamics Support implementation
This case study explores the features & challenges of migrating from Azure Dataverse to Azure blob Storage under Microsoft Dynamics Support.
Executive Summary
About Client
Newzealand’s most awarded mortgage & insurance advisor Global Finance caters to about 1,500+ customers for their mortgage or insurance needs every year so that they can meet their financial goals. Global Finance offers more preference & freedom, with loan approvals from numerous lenders if chosen by the customers. Dealing with a large number of clients & team members, Global Finance was facing issues managing their unstructured data. As Peritos had already been managing their Dynamics environment, we successfully guided and supported Global Finance’s move from saving data from Azure Dataverse to Azure blob Storage which saved them 1500$ a month.
- https://www.globalfinance.co.nz/
- Location:Auckland, Newzealand
Project Background
Global Finance has been offering smarter loans and insurance since 1999. Working as one of the best mortgage & insurance advisers in NZ, Global Finance helped clients to save on their loans, by avoiding unnecessary interest and getting mortgage-free faster. Since the beginning, they have helped some customers become mortgage-free in as little as 7 years rather than the standard 30-year term. Global Finance was already using Dyn365 and saving data from Azure Dataverse, now moving to Azure Blob Storage has optimized for storing massive amounts of unstructured data for them.
Scope & Requirement
- In the 1st Phase of the Windows Virtual Server Setup, implementation was discussed as follows:
- Setting up for saving data from Azure Dataverse to Azure Blob Storage has sustained a lot of unstructured data for Global Finance
- Setting up the demands for storing and analyzing large volumes of unstructured data have increased over the past decade & Azure Blob Storage is one solution that fulfills the enterprise needs accurately.
Implementation
Technology and Architecture
Technology
- The migration was deployed with the below technological component
- For Azure Dataverse-The underlying technology used was Azure SQL Database
- • For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client
Challenges of Migrating from Azure Dataverse to Azure Blob Storage
- It was a bit of a challenge to ensure the new environment after migration meets all of the compliance criteria and still remain cost effective.
Project Completion
Duration
Deliverables
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
- Azure Blob Storage has a lot of organizational features that has solved the storage problem of Global Finance at a lower cost. Despite being developed for unstructured data, containers permit businesses to construct their preferred categories by uploading specific blobs to specific containers.
- Shifting from Azure Dataverse to Azure Blob Storage has provided a free hand to Global Finance to access objects in Blob Storage via the Azure Storage REST API, Azure PowerShell, Azure CLI, or an Azure Storage client library.
Now Global Finance is securely connected to Blob Storage by using SSH File Transfer Protocol (SFTP) & mount Blob Storage containers by using the Network File System 3.0 protocol. Peritos handled the Microsoft Dynamics 365 domain for Global Finance and provided discounted licensing, which proved very cost-effective.
building Manager
Global Finace services
Next Phase
- Dynamics CRM system Support
- O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.
“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”
The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.
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Global Finance upgrades to Microsoft Dynamics Support
Global Finance upgrades to Microsoft Dynamics Support
This case study explores the features & challenges of migrating from Azure Dataverse to Azure blob Storage under Microsoft Dynamics Support.
Implementation
About Client
- https://www.globalfinance.co.nz/
- Location:Auckland, Newzealand
Project Background
Scope & Requirement
Setting up for saving data from Azure Dataverse to Azure Blob Storage has sustained a lot of unstructured data for Global Finance
Setting up the demands for storing and analyzing large volumes of unstructured data have increased over the past decade & Azure Blob Storage is one solution that fulfills the enterprise’s needs accurately.
Implement the Customer support service model to enable automated requirement Gathering forms being generated, emails collated on the customer record, and customer updated with multiple tasks etc being created
Implementation
Technology and Architecture
Technology
- The migration was deployed with the below technological component
- For Azure Dataverse-The underlying technology used was Azure SQL Database
- For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
- Customer Support service implementation
Security & Compliance:
- Checking data retention requirement
- Checking file sync from On premise to Cloud
- Checking customer is being sent automated email and PDFs from system
- Emails being recorded and added to Dynamics 365 for all interactions
Backup and Recovery
- Microsoft Dynamics 365 offers built-in backup and restore capabilities through its native data management features, ensuring business continuity. Automated daily backups and point-in-time restore options provide added security and peace of mind for your critical CRM data.
Network Architecture
Cost Optimization
Code Management, Deployment
Challenges of Migrating from Azure Dataverse to Azure Blob Storage
- Data Structure Mismatch: Dataverse stores data in a relational format with rich metadata, relationships, and business logic, while Blob Storage is unstructured, requiring transformation and flattening of data.
- Loss of Metadata & Relationships: Referential integrity, lookups, and entity relationships in Dataverse are not retained in Blob Storage unless explicitly rebuilt or documented.
- Security Model Differences: Dataverse has a detailed role-based access control (RBAC) model; Blob Storage requires separate access controls like SAS tokens, RBAC, or shared access policies, which may require redesigning security.
Project Completion
Duration
- July 2022 – Aug 2022 6-8 weeks
Deliverables
- Dynamics Customer support
- Ongoing Automation and sync up with on premise system until cutover
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
- Azure Blob Storage has a lot of organizational features that has solved the storage problem of Global Finance at a lower cost. Despite being developed for unstructured data, containers permit businesses to construct their preferred categories by uploading specific blobs to specific containers.
- Shifting from Azure Dataverse to Azure Blob Storage has provided a free hand to Global Finance to access objects in Blob Storage via the Azure Storage REST API, Azure PowerShell, Azure CLI, or an Azure Storage client library.
Implementing our customer support system with Peritos Team has significantly transformed the way we engage with our clients. They delivered a tailored solution that centralized our support operations, streamlined ticket management, and improved response times. The integration of automated workflows, SLA tracking, and knowledge base features has empowered our support team to deliver faster, more efficient service.
Their team provided hands-on training and responsive post-implementation support, ensuring our staff were confident and productive from day one. We’ve seen measurable improvements in customer satisfaction and internal efficiency. This was the right decision for our support transformation journey.
building Manager Global Finace services
Next Phase
- We are also in discussion with other projects for the client
- 1. Dynamics CRM system Support
- 2. O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.
“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”
The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.
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Dynamics Discounted Partner Licensing-Ultimation Industries
Dynamics Discounted Partner Licensing-Ultimation Industries
We helped with Dynamics Discounted Licensing to procure licenses from Peritos instead of Microsoft to get the Partner discount
Implementation
About Client
- https://www.ultimationinc.com/
- Location: Michigan, USA
Project Background- Dynamics Discounted Licensing
Scope & Requirement for Dynamics Discounted Licensing
- We implemented the Business Central system with which we also offered them the licensing support.
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- 1 month Free Trial and extended 2 Month trial as a partner
- Understand the best licensing needed for the company
- Handover and questions
Implementation
Technology and Architecture
Technology
- MIcrosoft Dynamics Essentials License
- Team Member License
Integrations
- NA
Security:
- Comes with MIcrosoft Standard Support and Security Cover
Backup and Recovery
- Microsoft Production Support
- 1 Live Environment and 2 Sandbox Environment with Multiple companies that can be created
Scalability
Cost Optimization
Explained to the client how the cost could be saved for monthly and Annual commitment orders
Mixed License for Team Member and Dynamics Essential Licensing Support
Code Management, Deployment
- Deployment for the new licenses was done via Peritos as an authorized provider
Go Live
- After confirmation from the client the Licenses were procured and was live in 2 working days time.
Challenges of Dynamics Discounted Licensing
- To understand the specific license requirement and map to business Central essential and Teams license
- Sync Business Central License with O365 Tenant to sync the user access via Active Directory.
- Review the License each month and send a monthly report with the current License assigned vs Activity dates.
Project Completion
Duration
Deliverables
- Dynamics License Business Central Essential and Teams License added to the client admin center
- 30+ License for Essential and Teams combination costing 70$ and 8$ respectively . Peritos Discount was applied for 10% with approx saving of 215$ per month and a total of 2500$+ each year ongoing.
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide month end billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
- Managing user access and setting up each time a new user joins or leaves the organization within a few hrs to max in a day of the request being raised.
Testimonial
Awaited
Next Phase
- We are also working with clients on other projects
- 1. Support for Dynamics system
- 2. Helping with Integration of Business Central with Ecommerce online Stores Amazon, WooCommerce etc.
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.
“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”
The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.
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Dynamics Discounted Licensing For Global Finance NZ Company
Dynamics Discounted Licensing For Global Finance NZ Company
We helped client to procure Dynamics Discounted Licensing as an authorised Microsoft Partner and guided client on their savings plan
Implementation
About Client
- ANZ: Top Mortgage Adviser of the Year (2012-2018)
- ASB: No.1 Mortgage Broker of the Year (2014, 2015, 2016)
- Westpac Auckland Business Award (2014-2016 & 2019)
- AIA Insurance: Top Insurance Advisor of the Year (2008-2019)
- https://www.globalfinance.co.nz/
- Location: Auckland, New Zealand
Project Background- Dynamics Discounted Licensing
Scope & Requirement for Dynamics Discounted Licensing
- Changing the Microsoft subscription to avail partner discount for licenses
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- Understand the different Types of Dynamics and Power App plan
- Provide recommendations and Ongoing discounted price after final discussion.
- Handover and questions
Implementation
Technology and Architecture
Technology
- Microsoft Dynamics Licenses
- Power Apps per User Plan
- Power App per App plan
Integrations
- NA
Security:
- Recommended the right License needed based on client’s requirement for standard Security cover.
Backup and Recovery
Scalability
Cost Optimization
- Explained to the client how the cost could be saved for monthly and Annual commitment orders
- How a combination of Mixed license strategy would be best suited
Code Management, Deployment
- New Licenses procured can be seen in the Admin center
Go Live
- After confirmation from the client the Licenses can be migrated within 1 week of time and with no downtime
Challenges of Dynamics Discounted Licensing
- We migrated the license from an existing provider to Peritos Solutions which took a bit of time as it needs to be approved by the previous partner as well as client on the admin portal
- We also reviewed the existing license and took over the Azure licensing part as well to support client manage all the systems more effectively.
Project Completion
Duration
- July 2022 ~ 1 week
Deliverables
- Below licenses were being used by the client Dynamics License, Power App License, Power App per use License , Power App per app license , dataverse and storage
- The Dynamics along with Power app , dataverse and storage costs client a license fee of approx 1000$ a month and with 15% discount they are able to save 150$ a month and approx 1800$ a year by working with peritos as a partner.
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
- We also review the license, storage and Azure Costing and advise on how to best save cost with a further set of our recommendation that can be implemented per quarter.
Testimonial
Awaited
Next Phase
- We are also in discussion with other projects for the client
- 1. Dynamics CRM system Support
- 2. O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.
“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”
The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.
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O365 Discounted Licensing
For Tax Professional NZ Company
O365 Discounted Licensing
For Tax Professional NZ Company
We helped with O365 Licensing for client Tax professionals to procure licenses from Peritos instead of Microsoft to get the Partner discount
Implementation
About Client
- https://www.taxprofessionals.co.nz/
- Location: Auckland, New Zealand
Project Background- O365 Discounted Licensing
Scope & Requirement for O365 Discounted Licensing
- Changing the Microsoft subscription to avail partner discount for licenses
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- Understand the best O365 discounted licensing needed for the company
- Handover and questions
Implementation
Technology and Architecture
Technology
- Microsoft O365 Licenses
Integrations
- NA
Security:
- Recommended the right License needed based on client’s requirement for standard Security cover.After confirmation from the client the Licenses can be migrated within 2 days and with no downtime
Backup and Recovery
Scalability
Cost Optimization
Code Management, Deployment
- Deployment for the new licenses was done via Peritos as the license provided and all licenses can be seen in the Admin Center for O365
Go Live
- After confirmation from the client the Licenses can be migrated within 2 days and with no downtime
Challenges of O365 Discounted Licensing
- To get access with the right level of information to be able to see the existing license and to share the quote for the same license takes some time. As we were not given the right access or permission to be able to see that. This was quickly resolved as we informed the client the right steps to delegate access to Peritos Support ID
- To ensure we do not reduce the count of licensing just for cost cutting as the service User to whom a license may be assigned would be using the license for running some apps that can be disrupted if licenses are removed. Hence taking it slow and taking an informed decision is helpful. Once deleted those accounts are difficult to get back
- To explain to the client how to manage the cost more effectively and how to see the utilization reports.
Project Completion
Duration
- Aug 2022 ~ 2 working days
Deliverables
- 20 O365 Mailbox standard licenses Web and Mobile Version
- Mixed License approach Business standard, Business basic and Business Premium
- Web and Mobile version of office Apps
- 20 standard licenses were migrated costs 18.9 NZD per month and saved client 37$ per month a total of 453$ a year.
Support for O365 Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
Awaited
Next Phase
- We are also in discussion with other projects for the client
- 1. Marketing
- 2. Website Management
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.
“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”
The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.
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Implementation Of Business Central For Ultimation
Implementation Of Business Central For Ultimation
Read more about how features of Business Central implementation can help your organization
Implementation
About Client
- Conveyors
- Automation Equipment
- Specialty machines for tire, wheel mounting and inflation
- Online Sales of Conveyors and its parts
- https://www.ultimationinc.com/
- Location: Roseville, Michigan, USA
Project Background- Business Central Implementation
Scope & Requirement
- Core Features like Sales, Purchasing, Inventory, Finance
Implementation
Technology and Architecture
Technology
- Business Central ERP was implemented with the core Modules as below
- Modules Sales, Purchasing, Inventory, Financial, Reporting and Jobs
- Cloud: Microsoft Azure
- Database: SQL
- Programming: AL, C# APIs
Integrations
- Integration with WooCommerce Store on WordPress site
- Integration with Amazon Store
- Integration with Avalara Taxation
Security:
- Authentication via Active Directory
- Multi-Factor Authentication
- Granular Role based access
- Data is encrypted at-rest by using Transparent Data Encryption (TDE) and backup encryption.
- Data backups are always encrypted.
- All network traffic inside the service is encrypted by using industry standard encryption protocols.
Backup and Recovery
- Standard Database and application backup
- Recovery Point Objective (RPO) is small and could take up to a few seconds or a couple of minutes
- Recovery Time Objective (RTO) varies depending on the nature of the outage, and could take up to 4 to 10 hours.
Scalability
- Managed automatically by Microsoft. Business Central runs much faster with a focus on typical business scenarios and usage patterns. The experience in the browser is more responsive thanks to on-demand loading of page elements, server resources are optimized for fast user interaction, and the database has been tuned to handle more data and load it faster.
Cost Optimization
- License cost varies for a Team and Essential license from 8 USD to 70 USD per month per user. We included a mix set of these 2 licenses for around 20 team members.
Code Management, Deployment
- Code for the app is committed on Azure DevOps
- CI /CD implemented for any changes and continous deployment
features of Business Central Implementation
Sales:
- Manage sales processes and information, such as quotes, orders, returns, and customer accounts, and make drop shipments.
Purchasing:
- Manage purchasing processes and information, such as invoices, orders, returns, and vendor accounts, and purchase items from sales documents.
Finance:
- It offers control of the financial data
- Accelerates financial closing and reporting by optimizing reports for profitable financial decisions
Inventory:
- Register new inventory or service-type items, categorise items for easy searching, adjust inventory levels, and perform common inventory costing tasks.
BI & Reporting:
- Get insight to the performance of your business activities through budgets, account schedules, and analysis views. using Fiscal Year, Trial Balance and Reports Per transaction, per customer and Vendor
Challenges
- Change management for the users to adopt to the new way of working was a challenge.
- Having a Key point of contact from the team and conducting multiple user sessions spread across different team member with the key users to enable them to carry out the business processes efficiently
- Migration of open balances had a lot of data issues which were not something Business central was able to handle by standard.
- Preparing for mock go live ahead of Go Live and agreeing on the correct way to handle the data inconsistencies in the system was done.
- Customization were done wherever needed example to update posted invoices for Vendor when the actual invoice came in as the client had already accounted for those invoices in the legacy system without recieving the invoice.
- Integration with store front to ensure that 1000s of orders could come in smoothly and they should be posted automatically as it comes from either Amazon or WooCommerce which already had a processing step automated
- We created sales order as the incoming document and a batch job for posting these sales order from the system automatically. If any issues it was shown on the job log as well as the order remained stuck which could be corrected via manual intervention by the client as needed.
Project Completion
Duration
- Feb 2021 – Dec 2021 Go Live ~ 10 months
Deliverables
- Fully configured Business Central environment and mapped to Ultimation Business Model with functionalities of sales, purchasing, inventory, BI and reporting.
- Signed off with user training and Admin and end user guides for the Ultimation team members
- Migrating Open balances Customer, vendor, Inventory, Bank reco, General ledger accounts, Open Sales Orders, Purchase orders, Open Invoices for customers and vendors.
- Migrating Master data which included Customers, Vendors , Metadata, Chart of accounts, Items, user information, Custom fields and data mapping.
Support
As part of the project implementation we provided 1 month of extended support. This includes any Major / Minor bug fixes.
Testimonial Business Central Implementation
Below is the feedback recieved from key stakeholder 3 months after completion of Business Central implementation project.
We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you
Richard Canny
President, Ultimation industries
Next Phase Business Central Implementation
We are now looking at the next phase of the project which involves:
- Ongoing Support and maintenance for running business central core modules and assisting in day to day operations
- Implementing customizations, development changes or exploring new features in Business Central
- Answering How to Questions from different team members in Ultimation industries
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.
“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”
The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.
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Managing CRM Dynamics Support & PDF Customizations For GFS
Managing CRM Dynamics Support & PDF Customizations For GFS
Read more about our project on dynamics of financial services. It explores the benefits and features of dynamics 365 for finance and operations
Implementation
About Client
- https://www.globalfinance.co.nz/
- Location: Auckland, New Zealand
Project Background- Dynamics for financial services
Scope & Requirement of the Dynamics for financial services
Implementation
Technology and Architecture
Technology
- Backend Code: Plugins, JavaScript, Azure Blob
- Cloud: Microsoft Azure
Integrations
- Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
- Single Sign-on using Active Directory
- Email notifications and outlook based integration
Security:
- Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
- Single Sign-on using Active Directory
- Email notifications and outlook based integration
Backup and Recovery
Scalability
Cost Optimization
Code Management, Deployment
- Code for the app is handed over to the client through Azur Devops and Commited to the Git Repo.
- CI/CD is implemented to automatically add, build and deploy any code changes
features of dynamics for financial services
- The dynamics 365 for Customer Support and CRM has a unified interface
- It offers multi-select options with an intuitive control.
- The CRM dynamics for financial services comes with an advanced find option which filters views and form lists too.
- Quantity & Quality: Handled high-volume customer interactions, ensuring seamless case management with API-based integrations for financial services.
- On-Time & Budget: Delivered within six months, with all features deployed as per specifications and ongoing support.
Challenges
- They had done huge level of customizations understanding the existing code section.
- We took over the project after an existing provider left them so there were issues in terms of understanding the code, adding new code and ensuring that the flow of the existing work does not break.
- Multi environment setup was not done properly and we assisted to ensure the data and code are both setup based on recommended best practices.
Duration
- 6 months and ongoing Development and customization as part of ongoing contract
Deliverables
- Dynamics CRM and Customer support are fully configured as per the scope agreed
- Ongoing support for Hypercare and go live
- Change Management Support
- Handover for documents.
Support
- Worked with the GFS client for more than 2+ years for ongoing Development and Support.
- The CRM Dynamics software helps us to take the next step in our business as we are looking to scale.
Testimonial
- Vikas Jain CIO Global Finance Services
Next Phase
- Ongoing Support and adding new features every Quarter with minor bug fixes
- Further advanced integration with the Dynamics Features like Outlook based auto emails, Co Pilot etc
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.
“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”
The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.
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Microsoft Business Central Implementation – Ultimation Inc
Microsoft Business Central Implementation – Ultimation Inc
Implementation
About Client
- More than 50+ Team members, 1000+ Customers and Vendors they needed a system to manage the busienss effectively.
- https://www.ultimationinc.com
Project Background
Requirement
- In the initial phase of requirement Gathering we agreed on the core modules to map thier existing business processe
- Integration with Multiple Ecommerce Solutions like WooCommerce, Amazon
- Taxation was a problematic area where the customer was manually adding the tax options
Scope and Feature List
- Implement the modules as per the requirement which was defined in Scoping
- Sales – Sales Quote, Sales order, Invoices and Shipment
- Purchasing – Purchase orders, Receipt and Invoices
- Banking Reconciliation
- Finance Chart of accounts, General Ledgers, Payment reconciliation
- Reporting
- Inventory and Item based MRP
- Decide on integration Scenarios via EBridge Connections to create sales orders and then converting to invoices via batch
- Integration with Avalara for Taxation
- MIgrate all Open balances for Customer, Vendor , GL accounts etc.
- Migrate all master data Customer, Vendor, Contacts, Items etc.
- Migrate open transactions Purchase order, Sales order and Draft invoices.
Implementation
Technology and Architecture
- System Version: Business central online version with essentials and Team licenses for upto 20 users.
- Legacy System: Data was migrated from Legacy system Sage
- Enabling logs and Ledger entries to follow accounting best practices.
- Reporting and integration with Power BI to ensure the client and stakeholders have a good visibility on the business
- Custom Coding:
- To convert Sales order to Sales invoice
- Number series Automation
- UI Customizations
- Reporting fields
- Data Mapping and Integration of Lgeacy systen with Business central
- Security: Security aspect which was taken into consideration
- Standard Business central security features like database encryption,
- Multi Factor Authentication
- All API endpoints are tokenized with Endpoints used for Integration for WooCommerce
- Adding Permission based settings for user groups points are tokenized with Endpoints used for Integration for WooCommerce
Challenges & Solutions
- Migrating the master and Transactional data from Sage to Business central as data was not in an organized format when exported.
- We developed an internal system where the data was transferred easily multiple times as we did a Mock Go live 2 times prior to actual go Live
- Key user Training to ensure a smooth GO Live and to ensure all business scenarios are captured
- User training was divided into specific scenario sharing a checklist with the client to get sign off. Also shared the video recordings and User Guides
- Specific client scenarios in transfering the open balances example some invoices from Vendor Purchase order were added as placeholders while the actual invoice was yet to arrive
- Customization was done to create a program which would allow to update the invoice number on the posted invoice transactions when the actual vendor invoice came in.
Project Completion
Duration
- Project Duration was from Mid May 2021 – June Mid for Requirement gathering and a customized demo
- Implementation Started from June Mid – Go Live in Dec Mid 2021 ~ approx 6 months
Deliverables
- A fully configured working Business central system with master data, Transational data
- Training of key user personnels
- Documentation, user Guide and delivery documents
- Integration with E Bridge Connection for Amazon Orders and WooCommerce orders
- Avalara Tax system implemented as a business central extension
Benefits to the client
- Discounted License Pricing
- Free Business Central instance more than 5+ months during the implementation Period
- 1 month Go Live support included as part of the package + Extended support for 2 weeks
- No cost overspills and maintaining a tight budget and schedule for the project
- AS a Microsoft Gold partner access to partner network, Escalation to Microsoft team directly incase of Outages and High priority issues resolved within few hrs
Support
As part of the project implementation we provided 1 month of extended support. This includes any major / Minor bug fixes.
Testimonial, Review and System Feedback
- After using the app below are some of the Key user feedback we recieved
- Easy to use and intututie and when they are lost or not sure they just search the relevant keywords and able to find the relevant link or helpful Articles
- All fields have ‘Learn more’ and was easy for client to click and learn more specific to a particular field or what action it does.
- Client was comfortable using the system instantly
- We also enabled all add ons for the client which includes outlook app which integrates with Business central , Mobile app which was downloaded from the store.
Richard Canny
President, Ultimation industries
Next Phase
We are now looking at the next phase of the project which involves:
- Ongoing Support and adding new features based on clients requirement for Customization or adding new standard feature to help manage the business process more effectively like automatic reconciliations , Invoice payment matching automation
- We are in talks with the client to add another company to the business central instance which is part of the group company
- We are also working with the client to implement Warehouse Module which would help them have a more tighter control on the inventory movements.
Testimonial
Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.
“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”
The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.
Share us
Get A Quote
Proud projects that
make us stand out
Recent Home
Recent Home
Recent Home
Recent Home
Thinking about a project? Get in touch with us.
Connect with Us Today through the Details Below or Fill
Out the Form for a Prompt Response
Book Free Consultation
Guaranteed response within 8 business hours.
Trusted by Startups and Fortune 500 companies
We can handle projects of all complexities.
Startups to Fortune 500, we have worked with all.
Top 1% industry talent to ensure your digital success.
