Streamlining Vendor Management

EFTSure Integration with Dynamics 365 Business Central

Streamlining-Vendor-Management

Industry:
Healthcare

Technology Used:

  • Dynamics 365 Business Central
  • AL Code Extension within Visual Studio Code

Client:

A leading healthcare service provider operating under the Australian Government.

Requirement:

    The client sought to optimize vendor management by integrating their newly adopted platform, EFTSure, with Dynamics 365 Business Central (D365 BC). The existing process of capturing vendor details in EFTSure and then manually generating and updating them in D365 BC was time-consuming and prone to errors.

Solution Delivered:

TechWize undertook an in-depth assessment of the client’s challenges to formulate comprehensive technical requirements for developing a tailored solution. This led to the creation of a custom application that seamlessly linked EFTSure with D365 Business Central, facilitating the direct generation and updating of vendor information within the latter system. Our development team utilized the AL code extension within VS Code to create this application, ensuring seamless integration with D365 Business Central. As a result, the application significantly streamlined the exchange of vendor information, markedly enhancing efficiency and maintaining robust data security. The integration was thoroughly tested, including comprehensive user acceptance testing (UAT). Our team promptly addressed and resolved any bugs identified by business users, ensuring a smooth and optimized application.

Results:

The client was able to get the following results –

The client now benefits from a robust technological solution – a custom application that streamlines vendor management across their organization. This integration has revolutionized the process, allowing for

  • Automated Vendor Management:Automatic generation and updating of vendor information in D365 BC directly from EFTSure, eliminating manual data entry and errors.
  • Enhanced Efficiency:Significant time savings and improved operational efficiency through automated vendor management.
  • Data Accuracy:Reduced risk of errors and inconsistencies in vendor data due to automation.
  • Improved Stakeholder Experience:Streamlined vendor management processes benefit all stakeholders involved.

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