Introduction
Infostork partnered with an Australia-based manufacturing company to modernize its operations through Microsoft Dynamics 365 Business Central implementation and HubSpot integration.
The goal was to eliminate disconnected systems, improve operational visibility, automate workflows, and create a unified platform connecting finance, inventory, manufacturing, procurement, sales, and customer management.
Objectives
- Implement Dynamics 365 Business Central
- Integrate HubSpot CRM with ERP operations
- Improve operational visibility and reporting
- Reduce manual processes and data duplication
- Connect sales, marketing, finance, and operations
- Enable scalable manufacturing growth
Project Overview
Industry :
Manufacturing
Client Location:
Australia
Technologies Used
ERP & CRM
- Microsoft Dynamics 365 Business Central
- HubSpot CRM
Integration & Automation
- REST APIs
- Webhooks
- Power Automate
Reporting & Analytics
- Power BI
Database & Migration
- Microsoft SQL Server
- RapidStart Services
Challenges
- Disconnected finance, inventory, and CRM systems
- Limited operational visibility
- Manual data handling
- Poor collaboration between departments
- Reporting and forecasting limitations
Solution Delivered
01
Business Central Implementation
Finance & Accounting
Inventory & Warehouse Management
Procurement & Supply Chain
Manufacturing Operations
Role-Based Dashboards
03
Reporting & Visibility
Power BI Dashboards
Real-Time Operational Reporting
Manufacturing and Financial Insights
02
HubSpot Integration
Customer & Contact Synchronization
Lead and Opportunity Synchronization
Sales Pipeline Visibility
Automated Data Exchange Between ERP and CRM
Key Features
- Connected ERP & CRM Ecosystem
- Real-Time Operational Visibility
- Automated Data Synchronization
- Manufacturing Workflow Optimization
- Power BI Analytics & Reporting
- Role-Based Security & Access Control
- Scalable Cloud-Ready Infrastructure
Tasks Completed
- Business Central implementation
- ERP customization
- HubSpot integration
- Data migration
- Workflow automation
- Dashboard development
- Power BI reporting
- User training & deployment support
Business Impact
Operational Efficiency
Reduced Manual Processes by Over 40%
Improved Procurement and Inventory Management
Streamlined Operational Workflows
Enhanced Visibility
Real-Time Reporting and Dashboards
Better Production Planning
Improved Demand Forecasting
Improved Collaboration
Unified ERP and CRM Data
Faster Lead-to-Order Conversion
Better Cross-Functional Coordination
Data-Driven Decisions
Accurate Reporting
Historical Data Accessibility
Improved Business Intelligence
Outcome
The project transformed fragmented systems into a connected ERP and CRM ecosystem that improved operational efficiency, reporting visibility, collaboration, and long-term manufacturing scalability.
Ready to Modernize Manufacturing Operations?
Transform finance, manufacturing, inventory, and customer management through connected Dynamics 365 solutions designed for growth and operational excellence.