Microsoft Dynamics 365 Business Central

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)

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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

1

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.

2

No job-based estimation or progress billing

The platform lacked features for accurately estimating project costs, tracking progress and invoicing based on milestones.

3

Fragmented material planning

No BOM-based procurement or costing — material planning was inefficient and disconnected from the Bill of Materials.

4

Manual invoicing disconnected from job costs

Invoicing was a manual exercise, not directly linked to actual job expenses or resource utilisation.

5

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.

6

No structured approval workflows

Absence of formalised approval processes and workflows created inefficiencies and potential compliance issues.

7

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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