Apps that work inside
Business Central.
Four extensions for Microsoft Dynamics 365 Business Central, for the work that usually ends up in email threads and spreadsheets.
One customer, from the first call to repeat orders.
Follow Meridian Controls, a sample customer, through the four apps, from a trade-show lead to a line in next year's forecast.
01A lead comes in
Project Tracker: the lead goes on record
At a trade show, Meridian Controls asks about flow sensors and the housings for them. Sales opens a lead in Business Central with the contact and the source, adds a line for each product they asked about, then rates it Hot and sets a two-week review cycle.
- Product interest by item or by product category, one line each
- A rating, a review cycle and a last reviewed date on every lead
- Leads can't be deleted, so the trail back to the source stays intact
businesscentral.dynamics.com/…/Lead LD-0107Business CentralLD-0107 · Meridian ControlsLead Info
Show moreTopicFlow sensor housingsLead SourceTrade ShowProduct InterestSENSORS, ENCLOSURESItem No.Product CategoryFS-220SENSORS→EN-40ENCLOSURESSystem
StatusNewRatingHotReview Cycle2WIllustration with sample data
02The lead turns into work
Project Tracker: one opportunity, a project per category
Create Opportunity copies the lead's topic, sales team and product interest into a new opportunity, and the lead becomes read-only with the status Converted. Create Projects then groups the opportunity lines by product category. Sensors go to Wen Li and enclosures to Sofia Marchetti, each as a separate project.
- Category Routing sets the engineer for each product category
- A line stays on its opportunity and also shows under its project
- Opportunity aging counts open days and on-hold days, refreshed every night
- Moving a project to In Progress or Closed stamps its start and closing dates
businesscentral.dynamics.com/…/Project TrackerBusiness CentralProjectsNo.Assigned Engineer NameProject StatusPlanned Closing DatePJ-0054Sofia MarchettiClosed07/12/2024PJ-0055Ibrahim SalehIn Progress08/16/2024PJ-0056Ibrahim SalehIn Progress08/30/2024PJ-0057Wen LiOn Hold09/27/2024→PJ-0058Wen LiIn Progress09/13/2024PJ-0059Sofia MarchettiTo - Do09/20/2024Illustration with sample data
03The team talks it through
Activity & Chat: the conversation stays on the project
Meridian wants first samples in three weeks. Anna asks on the project itself: she types @, picks the engineer, and his answer arrives as a reply under her question. When Wen mentions Priya in customer service to book the shipment, Priya is notified and can read the whole thread.
- Mentioned people are notified and follow the record from then on
- Replies sit under the message they answer
- Your own messages show Sent, then Seen by with names
- The same panel is on sales and purchase documents, customers, vendors and items
businesscentral.dynamics.com/…/Project PJ-0058Business CentralPJ-0058 · Meridian ControlsGeneral
Show moreOpportunity No.OP-0031Assigned Engineer NameWen LiProject StatusIn ProgressIllustration with sample data
04The first order moves
Activity & Chat: changes land in the same feed
The first sales order is in, and Priya asks whether it can still ship on the 14th. The reply is waiting in her Activity Inbox. She opens the conversation on the order, and while she has it open the engineer moves the Requested Delivery Date. The change is logged in the feed with the old and the new value.
- You choose which fields are logged on each table
- Followers are notified of a change, and Always Notify lists people who hear about a field wherever it changes
- Unread counts on the Role Center and pop-ups inside Business Central
- Email digests and Microsoft Teams messages are optional
businesscentral.dynamics.com/…/Sales Order SO-10482Business CentralSO-10482 · Meridian ControlsGeneral
Show moreCustomer NameMeridian ControlsRequested Delivery Date10/21/2024StatusOpenIllustration with sample data
05The design changes
SharePoint Integration: a new drawing revision takes over
After the first deliveries, Meridian asks for the cable entry to move. Engineering uploads the new drawing from the item card and the revision is read from the file name. Rev B moves to Historical, the item's Drawing Revision changes to C, and the Drawing Changes Log gets a line with the note.
- Files stay in SharePoint, in the folders set up for each item category
- Upload several drawings at once: model number and revision are read from each file name
- The log keeps the file name, both revisions, the note, the date and the user
- Moving back to an older revision needs Allow Revision Downgrade on the user
businesscentral.dynamics.com/…/Item Card EN-40Business CentralEN-40 · Sensor housing, IP67Item
Show moreDescription 2EN-40-IP67Drawing RevisionCPrevious Drawing RevisionNew Drawing RevisionDrawing Revision NoteABWall 2.5 to 3.0 mm→BCCable entry movedIllustration with sample data
06Purchasing catches up
SharePoint Integration: purchase lines carry the change
A purchase order for the housings went to the supplier a week before the change. Its line now shows a Drawing Note with the old and the new revision, so the buyer knows the supplier needs the new drawing. Drawings on the purchase order lists the current file for every item on it.
- The note is written to the item's purchase lines when a new revision is uploaded
- Refresh Drawing Revision updates the selected lines from the item card
- Each file opens in SharePoint or downloads from the panel
businesscentral.dynamics.com/…/Purchase Order PO-20731Business CentralPO-20731 · Northgate PlasticsGeneral
Show moreVendor NameNorthgate PlasticsStatusReleasedNo.QuantityDrawing Note→EN-401,000Drawing revision updated from B to CMB-121,000Illustration with sample data
07Planning next year
Forecast & Demand Planning: two forecasts for the same items
Two years on, Meridian orders every month. The sales team enters next year's quantities by customer and item in the budget version, submits it, and an approver signs it off. Separately, the system reads each item's sales history, tests several forecasting methods against it, and keeps the one with the lowest backtest error.
- Budget and reforecast versions, with submit, approve and reject
- Enter quantities in the grid or import them from Excel
- Dollars are the quantity times each line's Budget ASP
- The item profile shows the method used, the trend, and seasonality once there are 24 months of history
businesscentral.dynamics.com/…/Forecast Version 2027-BUDBusiness CentralFS-220 · Flow sensor, 4–20 mAGeneral
Show moreLast System VersionSYS-2026-10Months Used24Forecast Method
Method UsedHolt-Winters (Seasonal)Demand ClassSmoothBacktest Error %8.4Trend % per Year18.5Seasonality (100 = average month)
Jan
92
Feb
96
Mar
103
Apr
99
May
104
Jun
108
Jul
98
Aug
109
Sep
101
Oct
100
Nov
97
Dec
93
Illustration with sample data
08Repeat orders, measured
Forecast & Demand Planning: forecast against actual, every month
Each month, what was invoiced is set against the forecast for every customer and item, with the variance in units and in dollars. Here September came in under the sales team's number, and the accuracy figures for the month show which of the two forecasts was closer.
- Dollar variance split into a price effect and a volume effect
- Compare actuals with the budget, the forecast in force when the month started, or the system forecast
- Error % and Bias % each month for the sales team's forecast and the system's
- Credit memos count against the invoice they reverse
businesscentral.dynamics.com/…/Forecast vs ActualBusiness CentralMeridian Controls · FS-220Units per month, 2026
Actual Sales team SystemMonthForecast Qty.Actual Qty.Variance Qty. %07/01/20262,0001,810-9.508/01/20262,1002,050-2.4→09/01/20262,1001,870-11.0Illustration with sample data
Lead Info
Show moreSystem
Illustration with sample data
Inside the ERP, on the same records.
Native extensions
Each app is a Business Central extension. Your team works in the ERP they already use, with no second login.
One set of data
The apps read and write the same Business Central records as finance and operations. There is no second database to keep in sync.
Set up for you
We install each app, configure it for your company, adapt it where your process differs, and document every change.
Start with
one problem.
Tell us where the work gets stuck, whether it's a spreadsheet at month-end or an ISO 9001 audit on the calendar. We'll show you the product that fits, or tell you if none of ours does.
A 30-minute live walkthrough. No slides.