Revolutionize Your Family Office Efficiency: The Microsoft Dynamics 365 Business Central Solution

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Elevating Family Office Efficiency with Microsoft Dynamics 365 Business Central

Discover how a well-established single-family office transformed its operations with Microsoft Dynamics 365 Business Central. Facing challenges with their outdated system, the family office turned to The TM Group for a modern, cloud-based solution.

 

⚙️ Challenges:

End-of-life Dynamics SL system
Manual accounting and reporting
Complex expense approval processes
Inefficient invoicing for a lodge and over 100 bank accounts

✨ The Solution:
The TM Group implemented Business Central with tailored solutions:

Binary Stream’s Multi-Entity Management
Solver for Business Central
Custom applications for bank account management and approval processes

???? Results:

Streamlined lodge invoicing
Automated banking management for 100+ accounts
Improved payables process with Power Automate
Customized approval rules
Enhanced invoice processing with multi-entity management
Simplified financial consolidations across entities

 

Read Full Blog Here:
Unlock the full story and explore the impact of Microsoft Dynamics 365 Business Central on family office efficiency.

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