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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Probably going to migr...
Small and medium business | Business Central, N...
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Probably going to migrate to Business Central

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Posted on by IS-22070816-0 23
We are small start up consultancy based in the UK currently using Monday.com and a host of other systems that we hope to be able to consolidate with a migration to Business Central.  
 
I am looking for honest opinions and, ideally, an independant UK based CRM consultant who knows Monday as well as dynamics and other leading CRM offerings.
 
The most important requirement for us is seamless integration between components and any remaining 3rd party systems (although I hope most others would disappear).
 
Cheers,
 
Ian
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central migration
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  • Verified answer
    Jeffrey Bulanadi Profile Picture
    Jeffrey Bulanadi 8,433 on at
    Probably going to migrate to Business Central

    Hi Ian,

    Consolidating multiple systems into BC can be transformative, especially for a startup aiming to streamline operations.

    Here’s what’s possible:

    • BC offers native integration with Microsoft 365, Power Platform, and a growing list of third-party apps. For Monday.com, integration isn’t out-of-the-box, but can be achieved via Power Automate, custom APIs, or middleware like Zapier or Make.
    • For CRM functionality, BC handles customer data, sales orders, and interactions well, but if you're looking for deeper CRM features (pipelines, campaigns, lead scoring), you might consider pairing BC with Dynamics 365 Sales or using a tailored extension.
    • As for UK-based consultants familiar with both Monday.com and Dynamics, firms like ZED Consulting and Fruition Services in Monday.com workflows and integrations. They’ve worked with startups and offer CRM migration support. You might also explore AlphaLogix  for broader CRM strategy and implementation.


    Helpful references:

    ZED Consulting – Monday.com UK Partner
    Fruition Services – Monday CRM Consulting
    AlphaLogix – Independent CRM Consultants UK
    Partners Directory – Monday.com
    CRM Consultants UK – Dynamics & Salesforce
    Monday.com Community – UK Consultant Thread


    If you find this helpful, feel free to mark this as the suggested or verified answer.

    Cheers
    Jeffrey

  • IS-22070816-0 Profile Picture
    IS-22070816-0 23 on at
    Probably going to migrate to Business Central
    Very helpful @Jeffrey Bulanadi thank you
  • Suggested answer
    Sohail Ahmed Profile Picture
    Sohail Ahmed 11,095 Super User 2025 Season 2 on at
    Probably going to migrate to Business Central
    That sounds like a smart move, especially if you're aiming to streamline operations. Business Central can consolidate finance, sales, projects, and more in one place. However, seamless integration depends heavily on planning and choosing the right partner.
     
    Since you're based in the UK, I’d recommend reaching out to a Dynamics 365 partner with experience in both CRM integrations and project-based businesses. Also, it may help to speak with someone who has worked with Monday.com to Dynamics transitions, even if through connectors like Power Automate.
     
    If you'd like, I can point you to a few independent UK-based consultants or partners who specialize in this kind of migration. Feel free to reach out via my profile or LinkedIn if you want a personal recommendation.
     
    ✅ Mark this answer as verified if it helps you.
     
     

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