Microsoft Dynamics 365 drives shifts in SMB partner models and system integration

Microsoft Dynamics 365 is presenting new operational challenges and opportunities for small and medium-sized businesses (SMBs) and their partners. Due to the rapid explosion of features within the suite, SMB partners are increasingly adopting a nimble approach, acting more like coaches who utilize specialized talent as needed rather than maintaining large, permanent staff for every product module.

For organizations, particularly in sectors like manufacturing, food and drink, and professional services, the primary challenge lies in overcoming siloed systems. Many businesses struggle with disconnected ERP and CRM modules, leading to data duplication and inefficient reporting.

To address manual data handling, tools like Velixo are being used to create live, two-way connections between Microsoft Dynamics 365 Business Central and Excel. This allows finance teams to refresh reports in real-time and push journal entries directly back into the ERP via API, reducing the need for manual exports and re-keying data.