Modernized ERP System Deliver Real-Time Insights and Secure Payment Processing for Enterprise Client
About the Client
is a global IT solutions provider specializing in digital transformation services, ranging from desktop solutions to data centers and cloud environments. With a commitment to excellence, they sought to modernize their existing on-premise ERP system to enhance operational efficiency and meet evolving business needs.
- Industry: Technology
- Headquartered: Confidential
- Platforms: Dynamics 365 F&O, Visual Studio, SQL Server
- Team Size: 1 Developer
The Challenge
The client was using an on-premise ERP system for F&O and CRM, which lacked scalability and cloud-based capabilities. This limitation hindered their ability to adapt to changing business needs.
Reporting and analytics were not fully automated, resulting in delays in accessing actionable insights and making data-driven decisions.
The absence of a secure, integrated payment system meant transactions required manual processing, increasing the risk of errors and delays while exposing sensitive data to potential vulnerabilities.
Our Solution
We addressed the challenges by implementing a comprehensive solution:
Cloud ERP Migration
We upgraded the client’s on-prem ERP systems to Dynamics 365 F&O and CRM on the cloud. This migration provided a scalable, future-ready platform that enhanced operational efficiency and ensured seamless business continuity.
Advanced Warehouse and Order Management
We implemented advanced warehouse management practices and re-platformed the order management system. These enhancements streamlined logistics operations, improved inventory accuracy, and supported the client's growing business demands.
Custom ERP Extensions
Using Visual Studio, we developed tailored extensions and functionalities to improve workflows, support globalized operations, and simplify intercompany transactions, aligning the ERP system with the client’s unique requirements.
Payment System Integration
We integrated Dynamics 365’s out-of-the-box payment connector to enable secure and seamless payment processing. Middleware solutions like Power Automate and Azure Logic Apps were utilized to accommodate diverse payment file formats, while in-built tools were leveraged to integrate bank files, eliminating the need for additional third-party costs.
Enhanced Reporting
By leveraging SQL Server Reporting Services (SSRS) and SQL Server, we developed custom dashboards and reports. This integration provided the client with streamlined reporting and real-time access to actionable business insights.
Technologies Used
Our software architects and engineers are experts in using the latest technologies.
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Dynamics 365 F&O
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Visual Studio
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SQL Server
Business Impact
The client experienced significant improvements in operational efficiency, scalability, and decision-making:
Reduced Manual Interventions
Improved Scalability and Performance
Strengthened Data Security
Here’s how we did it
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Ensured Accurate Deployments
By automating payment processing and utilizing cost-effective integration tools, we eliminated manual errors and enhanced system reliability.
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Delivered Real-Time Insights
By integrating SSRS and SQL Server, we provided instant access to actionable data, enabling smarter and faster decision-making.
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Established Secure Workflows
By embedding PCI DSS compliance and SQL Server's advanced security features, we protected sensitive payment data while streamlining operations.
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Enabled Business Agility
By transitioning to a cloud-based Dynamics 365 platform, we equipped the client to adapt quickly to market demands and scale efficiently as their business grew.
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I wanted to take a moment to highlight and commemorate the efforts from our dedicated PIO team. To preface, the projects we work on here are complex, with rigid objectives, budgets, and timelines. Expectations are always high and are ever-changing. From the start of our relationship, the IO team was able to exceed expectations and make our business wishes a reality.
Over the past year I have worked with them, they have worked very hard to understand our highly customized system and troubleshoot things with little or no documentation while managing to keep the business up and running normally. Without the hard work and dedication they have shown, I know we would have had some issues causing downtime or lost production. I am looking forward to continuing working them in the next year as well.
I have been working with Programmers IO for more than 5 years now and I have been pleased with all projects and developers that I have worked with. We have had a few issues here and there but they have always fixed and made it right. They have been an excellent addition to our business.
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