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Suitability of MS Dynamics as a replacement for Accounting firm Practice Management

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Posted on by Alan FitzGerald

Hi,

has anyone replaced their accounting firm practice management system with a Dynamics platform?

Alan

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Marco Mels Microsoft Employee on at

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Hello,

This is a typical question for a partner that worked through these steps, but here are the links to some docs:

docs.microsoft.com/.../

Thanks.

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Alan FitzGerald 5 on at

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Thanks for the answer Marco, but it, unfortunately, doesn't answer my question. I am looking for someone that has already done it - accounting firms have niche requirements, so I am looking for a someone that has already created a solution or has a framework designed specifically for the profession.

I'll keep hunting!

Alan

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Marco Mels Microsoft Employee on at

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Hope someone will soon answer that question! I am as eager as you to learn about the approach.

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Danko 10 on at

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Hi, we are using old Navision for 10+ years in our accounting practice. Now, we are just implementing business central. Idea is to implement it fully by the end of the year with 40 accountants on it.

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Dallefeld 229 User Group Leader on at

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I might suggest looking at Binary Streams Multi Entity Management add-on. This allows you to keep all companies (or clients) in one company but have the data identified by Global Dimension 1 or Company Code.

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Inge M. Bruvik 1,165 Moderator on at

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Depending on what market you are in there can be various apps avalible on appsource helping you with the specific functionality required for your industry.

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MahGah 15,593 on at

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Hi Alan

Just in case if you decides to move forward with BC search for a BC partner that have done a similar project. BC partner can makes all the difference. Partner that done the similar project could help you a lot. Without an experienced partner you may not accomplish what you need with the system (not BC with any system). Look at Inge and Kim comments for example and see how they are aware of different add-on possibilities. These are the area that you need help from your partner.

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