Sound familiar?
What companies running Dynamics 365 tell us before a project starts.
- Sales are in Dynamics 365 Sales and invoices are in Business Central, and the two never quite match.
- Web orders are keyed in by hand every morning.
- Our Power Automate flows keep failing and nobody knows why.
- Reports for the owner are Excel files rebuilt each month.
- A new customer is created in three places.
What we build
Each one is a working piece you can open and check when it's done.
Sales and Business Central in step
Accounts, contacts, quotes and orders matched between the two, with clear rules on which system owns each field.
QuickBooks, Xero and HubSpot integrations CRM setup and lead pipelinesWeb store orders into Business Central
Orders, customers and payments from your online store created as sales documents through Business Central's API, with exceptions queued for review.
API integrations and data syncPower Automate flows that behave
Flows built, repaired and documented, with error notifications and retries so a failure reaches a person.
n8n, Make and Zapier automationEmail and calendar in the CRM
Messages and meetings from Outlook linked to the right account, with follow-up tasks created from them.
CRM setup and lead pipelinesData loads and clean-up
Imports from spreadsheets and old systems, duplicates merged and fields validated before anything lands in live data.
ETL and data pipelinesReports and dashboards
Pipeline, sales, receivables and stock drawn from both systems into one place, with Power BI or a lighter tool.
Dashboards and reportingWhat we connect it to: Power Automate, Power BI, Outlook, Excel, Microsoft Teams, SharePoint, Shopify, Stripe.
Industries that use it: Manufacturing, Wholesale, Construction, Logistics.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Quote won, order created
Example: a building supplies firm marks a quote won in Dynamics 365 Sales. A sales order appears in Business Central with the same lines, and the account owner is told when it ships.
Dataverse Web API, Business Central API, Power AutomateExample project
Shopify orders to Business Central
Example: a small manufacturer sells through Shopify. Each paid order becomes a sales order in Business Central, matched to an existing customer where one exists, with mismatches on a daily list.
Shopify webhooks, Business Central APIExample project
Monthly sales pack
Example: a distributor's owner gets one workbook showing sales by customer, open quotes and overdue invoices, refreshed from both systems before the first of each month.
Dynamics data, Excel, scheduled refreshQuestions people ask first
Do you work with our Dynamics partner?
Yes. They usually own the core configuration. We work around it with integrations and reports, and keep them informed of changes that touch their area.
Sales, Business Central or both?
Either, or both together. Many of the useful jobs sit between them, so we start with where your data stops flowing.
Can you repair our existing Power Automate flows?
Usually. We list what each flow does, find what breaks it and agree the changes with you before touching a live one.
How do we start?
Tell us which Dynamics products you use and where people still retype things. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com