Are you an organization who has sophisticated Project needs, however your financial requirements are simple?  You may be in a position where you are having Project Operations and Business Central deployed or you are considering going with Project Operations for your sophisticated Project needs, and Business Central because your finances are simple, and you feel D365 Finance & Operations would be an over kill for your requirements.  Once you get into this position, you realise that Project operations and Business Central are two disintegrated systems. Microsoft does not provide this integration out of the box. While it does for Finance & Operations, it has left PO and BC integration for the partners to figure out.  Why a Single Source of Truth Matters  For businesses managing complex projects, real-time, accurate insights into both project progress and financials aren’t a luxury—they’re essential. Without an integrated approach, processes slow down, errors multiply, and operational agility takes a hit.  Our Perspective:  By integrating D365 Project Operations with Business Central, companies can seamlessly connect project and financial data. This integration reduces errors, unifies workflows, and enables decision-makers to act with confidence.  Why Integrated Systems Are Essential  As projects scale, cost tracking, billing, and resource management become harder to manage. An integration of D365 Project Operations and Business Central creates a cohesive environment where data flows naturally, helping teams move past the blockers of siloed systems.  Here’s How Integration Changes the Game  – Unified, Real-Time Data Visibility Imagine having access to all of your financial and project data in one location. Team leads and finance managers can save time, no longer needing to cross-check numbers across systems. Data flows seamlessly between Project Operations and Business Central, enabling accurate budgeting and invoicing.  – Automation Cuts Out Tedious Processes Say goodbye to manual reconciliation. Updates made in Project Operations sync directly with Business Central—eliminating double entries and minimizing errors. This enhances accuracy and efficiency, freeing your team members to focus on other things rather than data entry.  – End-to-End Project Lifecycle Management This integration supports each project phase, from budgeting and invoicing to reporting. Full visibility means greater accountability, and everyone—from managers to teams—has the insights needed to make informed, timely decisions.  – Insights That Drive Better Planning and Execution With integrated analytics and Power BI, you’re not just gathering data; you’re transforming it into actionable insights. View project profitability and resource utilization in one place, enabling better project planning and seamless operations.  – Stock scenarios are covered  If you are an engineering company running heavy, long term deployment projects, you are probably worried how will Project operations cover the scenarios where I need to have stock consumption on my project tasks.  We have you covered here, too, so don’t worry. With the Project operations and Business Central integration we have also figured out how the stocks entries need to flow from Project Operations to Business Central because your stock movements happen in Business Central  This will ensure accurate stock consumption against the projects without worrying about what goes on in the background.  – WIP tracking  With the actuals being passed onto Business Central, your Finance team will have WIP postings in place to give an accurate picture of the progress on the Project. Why Partner with Us?  Having guided numerous businesses through D365 implementations, we know how to bridge gaps between project and financial management to unlock greater flexibility and efficiency. Our team is here to tailor this integration to your unique business needs.  Ready to See the Difference?  Think about your current project and financial workflows. Imagine the time saved and clarity gained by integrating them. Ready to explore what D365 integration can do for your business? Reach out to us at transform@cloudfronts.com for a free consultation, and let’s work toward operational excellence together. 

If you are a decision maker at an organization and looking to strategize the information at your organization and how the systems should source information from one to another, then this post is for you.  Systems for source of truth at the organization is the question you are looking to get answered.  Dynamics 365 Applications involved for Professional Services firms  Let’s break down the systems from Dynamics 365 Application stack-standpoint –   Sales and Project Management  If you are a Professional Services firm in Construction, Engineering, Accounting, IT Services etc. and you have a Sales cycle running from Opportunity generation all the way to Project and Resource Management, then you need Dynamics 365 Project Operations – below is what Project Operations handles –   Accounting  Dynamics 365 Project Operations itself isn’t designed as an Accounting platform – it can create up to Pro-forma Invoices. But here’s to consider some options for Accounting –   Marketing  Marketing is a key aspect for an organization which primary deals with data like Accounts and Contacts – Here are some options to look out for –  HRMS  Maybe you are coming from an existing HR platforms, but here are some thoughts –   Tying it all together  As you’ve seen so far, the source of truth being Dynamics 365 Project Operations or core CRM application because of its flexibility, it is pivotal to source data from this system to other systems and all CRUD operations are tied to Project Operations upon integration.  Other systems are then used to perform their respective operation and send updates back to Project Operations through integration.  Conclusion  Making Dynamics 365 Project Operations as source of truth works for our customers as they find the information clean, consistent and available for correct reporting through just one system.  This gives a true view of the organization without having siloed systems which result in inconsistencies in data and information mismatch if integrations are not architected correctly. Making a system as source of truth gives you improved accuracy and trust in your organizations’ data and drives efficency in the longer run.  We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com