Moving from messy spreadsheets to Business Central + Project Operations
We’re a UK business finally moving away from a mix of spreadsheets, old accounting workflows, and separate project tracking. Finance wants Business Central, while ops are pushing for Project Operations because most of our work is project-based and billing gets messy fast.
We’ve got Infinity Group involved on the implementation side, but I’m trying to get my head around what we should clean up internally before the real build starts. Our customer records, project codes, cost categories, and approval flows are all a bit inconsistent.
For anyone who has done a similar Dynamics 365 setup, what caused the most pain later: bad master data, permissions/security roles, project costing structure, or trying to copy old processes into the new system too closely?