Client Name:


Implementing Dynamics 365 Business Central as One-stop Solution

Implementing Dynamics 365 Business Central as One-stop Solution

Rotoliptic is designing novel technological innovations for successful overcoming of artificial lift space issues. Their products are environmentally friendly. Better collaboration, inventive solutions, and a passion towards creating a better tomorrow is what drives their organization. 

The Challenges

While working towards building innovative solutions, they faced various issues that required immediate attention. In the complex system that they had in place, they faced a few challenges. 

  1. Manual Approval Process: The existing manual process was time-consuming and prone to errors.
  2. Lack of Visibility: Limited visibility into the status of orders and approvals.
  3. Inefficiencies: Delays in the approval process were impacting project timelines.

The Solution

To address these challenges, we implemented a custom approval process in Microsoft Dynamics 365 Business Central. This involved: 

  1. Workflow Automation: Automated the approval process for vendor orders and goods receipt.
  2. Custom Approval Hierarchy: Defined a multi-level approval hierarchy to ensure rigorous quality checks.
  3. Integration with Testing Results: Integrated testing results into the approval workflow to automatically trigger approvals or rejections.
  4. Real-Time Visibility: Enhanced visibility into the status of orders, goods receipt, and approvals through dashboards and notifications.

The Impact

The implementation of a custom approval process in Microsoft Dynamics 365 Business Central for the Rotoliptic project resulted in significant improvements in efficiency, accuracy, and visibility. The implementation happened over four stages – Requirement Gathering, Design and Development, Testing and Validation, and Training and Deployment.

By automating the approval process and integrating testing results, the client was able to streamline their operations and ensure high-quality standards for their pipe manufacturing project.