Dynamics NAV to Business Central Migration for a Portable Facilities Provider
Netsmartz migrated a leading Australian portable sanitation and container solutions provider from legacy MYOB to Microsoft Dynamics 365 Business Central integrated with ProjectPro — unifying job-based operations across multiple business units.
Industry
Portable Sanitation / Industrial Containers
Location
Australia (Multi-site operations)
Deliverables
Dynamics 365 Business Central
ProjectPro Integration
Functional Requirement Document
Super User Training
Historical Data Migration
Go-Live Support
Client Overview
The client is a recognised leader in the portable facilities industry, supplying portable toilets, baths and showers, transportable offices, and sea containers to clients across diverse sectors. Operating multiple specialised business units from a single organisation, the company required a technology platform capable of supporting complex job-based operations at scale.
Business Challenges
Legacy MYOB platform
The existing MYOB solution was insufficient for the client's intricate project-based operational needs and could not support project-specific accounting or job management.
No job-based estimation or progress billing
The platform lacked features for accurately estimating project costs, tracking progress and invoicing based on milestones.
Fragmented material planning
No BOM-based procurement or costing — material planning was inefficient and disconnected from the Bill of Materials.
Manual invoicing disconnected from job costs
Invoicing was a manual exercise, not directly linked to actual job expenses or resource utilisation.
Limited reporting and visibility
Management lacked the detailed insights needed for accurate estimation, effective cost control and clear financial visibility at the job site level.
No structured approval workflows
Absence of formalised approval processes and workflows created inefficiencies and potential compliance issues.
Manual information sharing
Communication and data exchange with clients and vendors was conducted manually, increasing the risk of errors and delays.
Our Solutions
Phase 1 — Discovery and Planning
Mapped all business processes, documented challenges and produced the Functional Requirement Document as the implementation blueprint.
Phase 2 — Configure and Build
Configured Business Central and ProjectPro to specification; completed custom development, integrations and workflow automation.
Phase 3 — Test, Train, and Go-Live
End-to-end testing, Super User training and a successful Go-Live transitioning the full business onto the unified platform.
Modules and features implemented
General Ledger, Accounts Receivable, Accounts Payable, Purchasing, Inventory Management, ProjectPro Basic, ProjectPro Progress Billings, ProjectPro Job Material Planning, ProjectPro Job Quoting.
Results & Achievements
1
centralised platform across all units
Real-time
project progress & milestone billing
Structured
BOM-based job material planning
Detailed
job-level financial reporting
Tech Stack Used
ERP System
- Microsoft Dynamics 365 Business Central
Project Management & Job Costing
- ProjectPro Basic
- ProjectPro Progress Billings
- ProjectPro Job Material Planning
- ProjectPro Job Quoting
Database
- SQL Server (underlying Business Central)
Development
- AL Language for BC extensions
- .NET for integrations
Key Takeaway
By migrating from a legacy MYOB platform to Microsoft Dynamics 365 Business Central integrated with ProjectPro, the portable facilities provider successfully established a centralised operational platform. The transformation enabled accurate job tracking, resource and cost visibility, streamlined procurement, and connected invoicing across all specialised business units — delivering improved financial accuracy, enhanced project management and a foundation for future growth.
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