web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested Answer

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

(0) ShareShare
ReportReport
Posted on by 5

Hi,

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

Alan

I have the same question (0)
  • Marco Mels Profile Picture
    on at

    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.

  • Alan FitzGerald Profile Picture
    5 on at

    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

  • Suggested answer
    Marco Mels Profile Picture
    on at

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

  • Danko Profile Picture
    10 on at

    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.

  • Suggested answer
    Dallefeld Profile Picture
    211 User Group Leader on at

    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.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    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.

  • Suggested answer
    MahGah Profile Picture
    15,529 on at

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,468

#2
YUN ZHU Profile Picture

YUN ZHU 923 Super User 2025 Season 2

#3
Sumit Singh Profile Picture

Sumit Singh 607

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans