Our client, Fab Interiors, a medium-sized manufacturing company, embarked on a digital transformation journey to optimize their business operations using Microsoft Dynamics 365 Business Central. The project focused on customizing the system to align with Fab Interiors's unique business processes and enhance efficiency in managing their financials, inventory, sales, and purchasing.

Project Scope:

The project encompassed the following customization work in Microsoft Dynamics 365 Business Central:

A. Financial Management Customization:

  • Chart of Accounts Customization: We redesigned the chart of accounts to align with Fab Interiors's financial reporting requirements. We added custom account categories and subcategories to accurately capture specific financial transactions.
  • Customized Approval Workflows: We implemented custom approval workflows for financial transactions such as purchase orders, invoices, and expense claims. The workflows involved multi-level approvals based on transaction amounts and predefined rules.
  • Costing Method Customization: We customized the costing method for inventory valuation, allowing Fab Interiors to choose between FIFO (First-In, First-Out) and LIFO (Last-In, First-Out) methods based on their inventory management strategy.
  • Financial Statements Customization: We created custom financial statement templates to generate reports that align with Fab Interiors's reporting requirements, including income statements, balance sheets, and cash flow statements.

B. Inventory Management Customization:

  • Item Categories and Attributes: We created custom item categories and attributes to accurately categorize and describe inventory items based on their characteristics and specifications.
  • Customized Pricing Structures: We developed customized pricing structures, including customer-specific pricing, volume discounts, and promotional pricing, to support Fab Interiors's pricing strategies and optimize sales.
  • Warehouse and Bin Setup: We customized the warehouse and bin structure to match Fab Interiors's physical inventory layout. This allowed for efficient inventory tracking, picking, and put-away processes.
  • Inventory Replenishment Rules: We configured custom inventory replenishment rules to automate stock replenishment based on reorder points, lead times, and demand forecasts.

C. Sales and Purchasing Customization:

  • Sales Order Customization: We tailored the sales order process to accommodate Fab Interiors's specific order management requirements. This included custom fields, workflows, and order status tracking.
  • Purchase Order Customization: We customized the purchase order process to streamline procurement activities, including custom approval workflows, vendor management, and order tracking.
  • Integration with CRM: We integrated Microsoft Dynamics 365 Business Central with Fab Interiors's existing CRM system, enabling seamless data exchange between sales, customer information, and financials.

Implementation Process:

The customization work in Microsoft Dynamics 365 Business Central followed a structured implementation process, which included the following steps:

  • Requirements Gathering: We conducted detailed workshops with Fab Interiors's stakeholders to understand their specific business needs, pain points, and customization requirements. This helped us define the scope and objectives of the project accurately.
  • Design and Configuration: Based on the gathered requirements, we designed the custom entities, fields, workflows, and interfaces. We configured the system accordingly, ensuring alignment with best practices and industry standards.
  • Development and Integration: Our development team implemented the customizations using a combination of out-of-the-box configuration, custom code, and integration with third-party systems. We rigorously tested the customizations to ensure seamless integration and adherence to functional requirements.
  • Data Migration: We assisted Fab Interiors in migrating their existing data from legacy systems to Microsoft Dynamics 365 Business Central, ensuring data integrity and accuracy.
  • User Acceptance Testing (UAT): We collaborated closely with Fab Interiors's key users to conduct thorough UAT. They validated the customizations against their real-world scenarios, ensuring they met the desired objectives and user experience expectations.
  • Deployment and Training: After successful UAT, we deployed the customized Microsoft Dynamics 365 Business Central solution to Fab Interiors's production environment. We conducted comprehensive end-user training sessions to familiarize the staff with the new features and functionality.
  • Post-Deployment Support: We provided on-going support to Fab Interiors, addressing any issues, questions, or enhancement requests that arose after the deployment. We continuously monitored the system's performance and conducted periodic reviews to ensure optimal functionality.

Project Outcomes:

The customization work in Microsoft Dynamics 365 Business Central resulted in several significant outcomes for Fab Interiors:

  • Streamlined Financial Processes: The customized financial management features, including chart of accounts, approval workflows, and financial statements, improved accuracy, and efficiency in financial operations.
  • Efficient Inventory Management: The customized inventory management capabilities, such as item categorization, pricing structures, and replenishment rules, optimized inventory control, reduced stock outs, and improved supply chain efficiency.
  • Enhanced Sales and Purchasing: The customized sales and purchasing processes, including order management, approval workflows, and CRM integration, facilitated seamless sales transactions and streamlined procurement activities.
  • Improved Reporting and Decision-Making: The customized financial statements and reporting templates provided Fab Interiors with accurate, real-time insights into their financial performance, enabling informed decision-making.
  • Scalable and Future-Ready Solution: The customized Microsoft Dynamics 365 Business Central solution was designed to accommodate future growth and evolving business needs, ensuring long-term scalability.


The customization work in Microsoft Dynamics 365 Business Central successfully aligned Fab Interiors's business processes with the system's capabilities. The project resulted in streamlined financial management, efficient inventory control, and improved sales and purchasing processes. Fab Interiors can now leverage the power of Microsoft Dynamics 365 Business Central to drive operational excellence, gain actionable insights, and achieve sustainable business growth.