Project Operations and Business Central together make a great ‘Better-Together’ pair for Services Automation which connects all the way from Sales to Billing.  However, from an implementation standpoint, doesn’t it look like a long-shot since there’s no out-of-the-box integration capability available?  Well, that’s where our PO-BC connector comes in and this Quick Start offer makes it a no-brainer for connecting getting up and running on Project Operations connected with Business Central end-to-end.  Let’s see how to do it and what gets configured.   What is the offer about?  First, you can familiarize yourself with the PO-BC Integration module by CloudFronts which connects Project Operations to Business Central for the business transactions between the two systems.  We have mentioned the pricing on the page, however, let me walk you through what’s get setup in this Quick Start –     PO Setup – No Customization  BC Setup – No Customization  PO-BC Integration Setup with Master Data Sync  Custom Reports – Project Profitability, Resource Allocation, AR Report & Invoice Schedule Report  To conclude, given that the above gets setup, you now have an end-to-end Project Operations to Business Central connected environment with our PO-BC connector setup. This helps you not miss another billing and ensures billing excellence.   We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

For organizations, cashflow issues can be mitigated if billing happens on time. Having Project Operations and Business Central gets you covered from a Sales/Project standpoint and BC handles the accounting side, which is great. But when these systems are not connected end to end, it creates problems.  Let’s look at some of the issues and the need to have PO-BC integrated so that business transactions need not be left to manual dependency.  Disconnected Systems  Organizations like Professional Services or Project-based organizations in the SMB/SMC sector use Project Operations to handle Sales and Project Management and use Business Central as their backend Accounting.  Out-of-the-box, Project Operations and Business Central are not integrated from a transaction perspective. This leaves a gap for the organization to be filled manually and dependent on accounting/project management to ensure everything is accounted for in Business Central.  This adds human dependency to keep both the systems in sync and make sure everything gets billed on time.  But this is only the scenario, let’s talk about some problems with this scenario in the below section.  Why PO and BC Integration Matters  When we don’t have the systems connected all the way from Sales to Billing, the following issues start to add up resulting bigger cashflow issues –   These things add up causing loss in revenue and hence, causing cashflow issues. Profit and Loss statement might look great, but cash-in-hand makes organizations suffer and causes hindrance in growth.  Hence, the systems should be reliably integrated to eradicate the issues discussed above.  To give perspective of what all needs to be integrated to ensure that all transaction data between Project Operations and Business Central is taken care of, refer to the below architecture which we’ve incorporated in our PO-BC Integration Module –  To conclude that, when Organizations have their business systems connected to accounting and the financial transactions are taken care of, cashflow issues are eradicated so that organizations can bill on time and get paid on time.  Without this, cashflow chaos is difficult to overcome and fixing billing issues is of prime importance.  We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

Let’s delve into the concept of Resource Roles and how to incorporate them into your Price Lists. Understanding Resource Roles Resource Roles represent the specific functions or responsibilities assigned to individuals within a project. For example, “Project Manager,” “Software Engineer,” “Consultant,” “Marketing Specialist,” etc. These roles provide a structured framework for managing resources and defining their contributions to project deliverables. Accessing Resource Roles Let’s see how we can add Resource Roles – Add Role in Cost Price List Now, we want to assign a Cost Price to the Consulting Lead role (which is of type Chargeable). Let’s see below on how we can do this – Add Role in Sales Price List Let’s also add the same Consulting Lead role to the Sales Price List as well – We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

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.