EFTSure Integration with Dynamics 365 Business Central
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.
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.
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
501, Fifth Avenue, Suite 805 New York, NY 10017