Quote-to-cash across Dynamics 365 Sales and Business Central
quotes in CRM, orders and invoices in ERP
Dynamics 365
Microsoft Dynamics 365 Business Central
ERP for Swiss SMBs — seamlessly connected to your CRM and Power Platform world.
Business Central is Microsoft's ERP for small and mid-sized businesses — finance, purchasing, sales, inventory, projects and manufacturing in one cloud platform. Inside the Microsoft stack it is the counterpart to Dynamics 365 Sales and Customer Service: shared data via Dataverse, shared identity via Entra ID, one lifecycle.
Theia does not implement Business Central itself — we deliver the CRM and integration side. For the ERP implementation we work with named BC alliance partners. You get one end-to-end Microsoft platform with clear ownership per layer: ERP depth from a BC specialist, CRM and integration architecture from Theia.
Key Features
What it does
Full SMB ERP — finance, purchasing, sales, inventory, projects, manufacturing
Standard sync with Dataverse — accounts, contacts, products and orders flow without custom pipelines
Native integration with Dynamics 365 Sales (quote-to-cash) and Customer Service
Swiss localisation — VAT, QR invoice, ISO 20022, multilingual documents
Embedded in Outlook and Teams — finance keeps working in the inbox
Power BI apps for BC out of the box — reporting without a data warehouse project
Typical Use Cases
Master data sync CRM ↔ ERP via Dataverse as the bridge
End-to-end reporting (pipeline, order book, open items, cash collection) in a single Power BI
Swiss SMBs with 20–500 employees
the typical BC sweet spot
Migration from Abacus, SAP B1 or Excel-based accounting into a cloud ERP inside the Microsoft stack
Business Benefits
One Microsoft stack from lead to payment — no separate ERP island
Faster rollout than classical ERP — standard processes out of the box
Swiss compliance (VAT, QR invoice, ISO 20022) is standard
Single licensing and support contract together with Microsoft 365 and Power Platform
Theia owns CRM and integration; the ERP alliance partner owns the BC side
Works Seamlessly With
Microsoft Dynamics 365 Business Central integrates seamlessly with these Microsoft technologies:
Where we deliver Dynamics 365 Business Central
Service offerings where Dynamics 365 Business Central is a primary component.