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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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MahGah 15,443 on at

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

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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Inge M. Bruvik 1,025 Moderator on at

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

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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Dallefeld 175 User Group Leader on at

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

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.
Danko 10 on at

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

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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Marco Mels on at

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

Hope someone will soon answer that question! I am as eager as you to learn about the approach.
Alan FitzGerald 5 on at

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

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
Marco Mels on at

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

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.