MICROSOFT DYNAMICS 365 BUSINESS CENTRAL

Business Central Partner for Tampa Bay Businesses Outgrowing QuickBooks and Excel

Most Business Central partners hand a Tampa Bay company a configured system and disappear. Sunflower Lab is a US-based team that delivers remotely, with the nearest office in Miami, and builds Business Central to connect to Power BI, Power Automate, and Power Apps from day one, so Tampa Bay financial data does not stay stuck the way your last system's did.

Microsoft Solution Partner
Business Central Sync Active
LIVE AUTOMATION STREAM
Business Central
ERP Core
Power Automate
Automated Flows
Power BI
Real-Time Dashboards
Power Apps
Custom Workflows
💰 Invoice #4821 posted to G/L JUST NOW
📊 Power BI cash flow dashboard updated 2s AGO
âš¡ PO approval routed automatically 5s AGO
Serving Global Brands
Philips Nationwide Forbes Ohio State Penn Medicine Core X Partners Storopack United Utility Philips Nationwide Forbes Ohio State Penn Medicine Core X Partners Storopack United Utility
Definition

What Is Business Central Consulting?

Business Central consulting is the work of evaluating, implementing, integrating, and optimizing Microsoft's cloud ERP for small and mid-sized companies. It covers license selection and fit-gap analysis through module configuration, data migration, third-party integrations, and post-go-live support. A Business Central consultant's job isn't finished at go-live. It's finished when finance, sales, and operations are actually running on the system instead of working around it. For Tampa Bay companies, it means leaving QuickBooks or Excel without losing the lots, routes, and jobs that set the business apart.

Who It's For

Your ERP Shouldn't Mean a Weekly Excel Export

Business Central is Microsoft's ERP for companies that have outgrown QuickBooks, Sage, or a spreadsheet-based finance stack but don't need the complexity, or cost, of Dynamics 365 Finance and Operations. Microsoft puts the installed base at over 50,000 organizations worldwide, most in the 20 to 1,000 employee range.

Month-end takes days

Finance is reconciling three systems by hand instead of closing the books.

Systems don't talk

Sales, inventory, and accounting live in separate tools with no shared data.

Leadership waits on a spreadsheet

A weekly Excel export is still the only way to see real numbers.

50,000+organizations run Business Central worldwide (Microsoft) ~1 in 3ERP projects miss their original objectives (industry research) 25%+average cost overrun on mid-market ERP rollouts

That's rarely a software problem. It's a scoping and implementation-partner problem, which is exactly what the sections below address.

Our Services

Business Central Consulting, Implementation & Integration

We work across the full Business Central lifecycle: getting you live on the platform, connecting it to everything else you run on, and keeping it optimized after go-live. Most partners specialize in one of these. We built the firm around doing all three without a handoff between teams.

Business Central Implementation

Live, Built to Connect From Day One

The end-to-end process of configuring Business Central to your business, migrating your data, and getting your team live: chart-of-accounts and G/L setup, module configuration, data migration, integration design, testing, and training.

Most implementation partners treat Power BI, Power Automate, and Power Apps as a phase two nobody schedules. We scope them in from the start, so the rollout doesn't just relocate the busywork instead of removing it.

  • Discovery and data audit against your current systems
  • Chart of accounts, G/L, and core module configuration
  • Data migration and validation from your legacy system
  • User roles, approval workflows, and security setup
  • Integration and automation design built in, not bolted on
  • Testing, go-live support, and user training
  • Remote kickoff, training, and go-live support for Tampa Bay teams
8-14 wksstandard rollout 4-7 mofull-scope rollout
Business Central Integration

Connecting to Everything Else You Run On

Connecting your ERP to the other systems your business already runs on, so data moves automatically instead of getting re-typed. Business Central ships with native connectors for the most common cases and an open API layer for everything else.

  • Power BI for real-time financial dashboards
  • Power Automate for approval routing and PO workflows
  • Power Apps for workflows standard screens don't cover
  • Shopify & ecommerce for two-way order and inventory sync
  • CRM systems (Dynamics 365 Sales, Salesforce)
  • WMS, payroll & legacy systems via custom API
  • Bank payment files, invoice capture, and Excel reports for Tampa Bay finance teams

This is the layer most partners treat as an afterthought and the one we specialize in. If your go-live is done but reporting still means a manual export, this is where we start.

Explore Power Automate Development →
See Power BI Development Services →
Business Central Consulting & Optimization

Before You Commit, and After You Go Live

The advisory work around implementation: license selection, fit-gap analysis, performance optimization for a system you're already running, and recovery for a rollout that stalled or underdelivered.

  • Evaluating Business Central against QuickBooks, NetSuite, or Sage
  • Auditing an existing instance that's underused or misconfigured
  • Rescuing a stalled or over-budget implementation from another partner
  • Planning a phased rollout across multiple entities or locations
  • Ongoing managed support after another partner's implementation ended at go-live
Migration to Business Central

Retiring Dynamics NAV or GP the Right Way

Microsoft has pushed both legacy on-premise ERPs toward end of support, and NAV and Dynamics GP customers are working through the same decision: upgrade in place or move to Business Central. We handle the migration end to end, including the customizations and integrations that made the old system usable in the first place.

NAV to Business Central

Your core data structure carries over cleanly if your NAV environment is on a supported version and reasonably well organized. The real work is converting old C/AL customizations into modern AL extensions, so they survive Business Central's twice-yearly update cycle instead of breaking on the next release.

Dynamics GP to Business Central

GP doesn't upgrade in place, so this is a re-implementation: financials, customers, vendors, and inventory history migrated and validated, GP customizations rebuilt as Business Central extensions, and your team trained on a genuinely different interface, not a GP reskin.

Proof

What This Looks Like in Practice

Neither project was in Tampa Bay. They show the integration layer we bring to a Tampa Bay rollout.

Core X Partners

Cold Storage & Logistics: 16 Sites, 4 Systems, Zero Manual Exports

Core X Partners runs 16 cold storage facilities nationwide, each with its own operator and its own reporting workflow. Their ERP, WMS (Datex), CRM (Salesforce), and payroll system (UKG) all held pieces of the picture, but nobody had the whole thing without a manual pull. We built the integration layer connecting all four systems into a single Power BI model with automated refresh.

16
Sites Unified
4
Systems Automated
0
Manual Exports
View Case Study
Core X Partners cold storage Power BI dashboard case study
United Utility

Proof the Integration Layer Works, Regardless of Your ERP

United Utility runs Sage 300, not Business Central, but the problem was the same one Business Central customers hit after go-live: seven operating divisions, each with different rules and rates, all reporting through manual timesheets and spreadsheets. We connected their ERP to Power Apps, Power BI, and Power Automate. It's the same integration layer we build around Business Central, applied to whatever core system you're actually running.

40+
Hours Saved Weekly
7
Divisions Unified
3
Platform Tools
View Case Study
United Utility Power Apps and Power BI case study
Tampa Bay Use Cases

How Tampa Bay Businesses Use Business Central

Five Tampa Bay scenarios, from Ybor City cigar rooms to Pinellas seawall crews, where the standard screens need a deliberate setup.

Ybor City and the Channel District

Cigar makers and specialty tobacco shops that age leaf before it is sold

Cigar makers buy tobacco leaf by the bale from several countries and age it for months before it is blended and rolled. Business Central holds each bale as a lot (a tracked batch with its own receipt date and cost), so aged leaf shows its true carrying cost and the oldest stock goes to the rollers first. Business Central Premium builds each cigar line from a bill of materials (the list of leaf, binder, wrapper, and bands), so a customer favorite blend stays fixed even when a lot changes. Federal and state tobacco taxes sit outside standard Business Central, so the tax setup is scoped with your CPA. Power BI shows cost per cigar by blend.

Tampa food makers selling to groceries and restaurants

Bakeries, tortilla makers, and food producers that deliver by route and take stale returns

A bakery loads trucks before dawn, drops product at groceries and restaurants, and picks up what did not sell the next morning. Business Central records each route truck as a location (a place where stock is held), so the morning load is a transfer and the evening count shows what sold. Returned bread posts as a return with a reason code, so stale rates by store and by driver surface instead of hiding inside revenue. Premium builds each production batch from a bill of materials, and lots carry the expiration date so the oldest batch ships first. Power BI shows margin and stale percentage by route, store, and product.

Westshore, Clearwater, and downtown Tampa

Managed IT, cybersecurity, and software resellers that bill a monthly mix of licenses and labor

A managed service provider (a firm that runs a client IT department for a monthly fee) buys licenses at a cost that changes every month and resells them to many clients at a margin. Business Central holds each client agreement as standard sales codes (saved sets of invoice lines), so monthly invoices come from one place. A Power Automate flow imports the vendor usage file, and vendor invoices match to those sales lines, so a cost increase shows as a margin drop on a named client instead of a surprise at quarter end. Project hours from the ticketing tool post to jobs, and Power BI shows margin per client and per vendor.

Oldsmar, Largo, and Clearwater light industrial parks

Contract packagers and supplement makers that hold materials their customers own

A contract packager fills, labels, and boxes products for brands that supply the bottles, powders, or cartons. Those materials sit in the warehouse but belong to the customer, so they cannot count as the packager's own inventory or cost of goods. Business Central handles this with a separate location or item set per customer, and lot numbers recorded at receipt let a recall trace back to the customer batch. The packager bills for labor, machine time, and its own materials, and Power BI shows yield and scrap by customer. A true customer owned inventory type is not a standard feature, so we confirm the setup with your auditor in the first weeks.

Port Tampa Bay and the Pinellas waterfront

Ship repair yards, marine fabricators, and seawall and dock builders that bill by the job

A seawall or dock builder prices a job on pilings, concrete, and crew days, then changes the price when the water or soil is not what the survey showed. A ship repair yard writes a repair order that grows with every defect found once the hull is open. Business Central tracks each job as a project (a budget with actual costs posted against it), posts crew time and rented barge or crane days, and keeps each change order as its own line so margin on the original scope stays visible. Progress billing follows percent complete, and Power BI shows margin by job and by crew while work is open. Permits and engineering drawings live in SharePoint, since Business Central does not store them.

Licensing

Business Central Licensing at a Glance

Microsoft US list pricing, current as of the September 2026 update. If you make physical products, you need Premium. If you sell services or trade goods, Essentials usually covers it. A Tampa cigar maker, bakery, or contract packager that builds from a bill of materials needs Premium; a reseller or service firm usually fits Essentials.

Essentials
$80/user/mo
Finance, sales, purchasing, inventory, project management
  • Finance, sales, purchasing, inventory
  • Basic CRM & project management

Lighter users can be covered by a Team Member license at $8/user/month for read-only or light-entry access.

How It Works

How Implementation Works

1

Discovery & Solution Design

We audit your current systems, data quality, and integration needs, then map them into a fixed-price roadmap before any build starts. Kickoff and training run by video, with an on-site visit at kickoff or go-live when the project needs one.

2

Configuration & Data Migration

Core modules configured to your business; legacy data migrated and validated.

3

Integration & Automation Build

Power BI, Power Automate, Power Apps, and any third-party connectors built in parallel with configuration, not after.

4

Testing, Go-Live & Training

Full functional and integration testing, then go-live with hands-on user training.

5

Optimize & Scale

We stay on to tune performance, extend automation, and add the Copilot/AI layer as adoption grows.

FAQ

Frequently Asked Questions

Our Tampa defense contractor bills time and materials and fixed price contracts and applies fringe, overhead, and general and administrative rates. Can Business Central calculate and apply those rates?
Business Central can hold the numbers those rates come from, but software alone does not make a system a government auditor will approve. We set up dimensions (tags on every transaction) for contract, labor category, and cost pool, then calculate fringe, overhead, and general and administrative (G&A) rates in a report and post the allocation on a schedule. Time and materials invoices and fixed price milestone invoices then draw on the same cost data. Whether Defense Contract Audit Agency (DCAA) rules apply, or whether a government contractor add on from Microsoft AppSource is needed, is settled with your auditor before we build. Your CPA owns the rate calculations.
Our Tampa company uses an outside CPA firm that closes our books every month. How does the CPA get into Business Central without buying a full license for each accountant?
Microsoft has a license type for outside accountants, so the CPA signs in with the firm account and reaches the books without a full license for each accountant. We confirm the current terms and seat counts before go live, since Microsoft changes licensing. We give the firm a role (a saved set of permissions) that lets it post adjusting entries and run reports but not change setup, and the change log records each entry under the accountant name. If the CPA works in Excel, the Edit in Excel action opens the same data in a workbook. The monthly close checklist can live in Teams.
Our Tampa bank requires a positive pay file for every check run and an ACH file for vendor payments. Can Business Central create those files?
Business Central prints checks and tracks payments, but bank specific files usually come from an extension (an add on app) or a small custom export. Positive pay is a file of check numbers and amounts that you send the bank so it clears only checks you issued. An ACH (automated clearing house) file carries electronic vendor payments in the layout your bank expects. We get the bank file specification in discovery, then set up an AppSource extension or a custom export that runs from the payment journal. Power Automate can drop the file in a secured folder, and your treasurer approves each batch before it goes.
Our Tampa controller builds the month end package in Excel and does not want to give that up. Can the controller keep working in Excel with Business Central?
Yes. Business Central connects to Excel in two directions. The Edit in Excel action opens any list as a live workbook, and changes publish back to Business Central after validation. Reports can also run to Excel using the layout your controller already uses. The goal is to stop retyping numbers, not to retire the spreadsheet, so the controller keeps the format and Business Central supplies the figures. We build the account schedules (saved financial statement layouts) and the Excel templates together, then test them against two months of old results before go live.
Our Tampa accounts payable clerk keys about 400 emailed vendor invoices a month. Can Business Central read the PDFs instead?
Yes, in many cases. Business Central can read vendor invoice PDFs and create draft purchase invoices using its invoice capture and e-document features (automatic reading of invoice text, often called OCR, for optical character recognition). Your clerk reviews each draft instead of typing it, and the system matches vendor, amount, and purchase order so exceptions rise to the top. Accuracy depends on invoice quality, so a handwritten or blurry scan still needs a person. Large invoices go to an approver through Power Automate and Teams. We start with the 20 vendors that send the most invoices, since they carry most of the typing.
Our Tampa Bay distributor chases about 60 past due customers by email each week. Can Business Central send the reminders and show who is paying late?
Yes. Business Central creates reminders (dunning letters) and finance charge memos from rules you set, such as a first notice at 5 days past due and a firmer one at 20, each emailed with an invoice copy attached. The customer card shows days late and average days to pay, and a Power BI view ranks the customers furthest behind so the collector starts at the top. Promised payment dates are logged on the account, so the next reminder waits. Your CPA decides whether to charge interest or fees.
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