Implementation

Our Microsoft Dynamics 365 Business Central implementation starts with a collaborative assessment to understand your business needs. We then handle design, configuration, and testing to ensure a smooth transition from legacy systems. From requirements gathering through go-live, our team manages the process end-to-end, addressing any issues proactively.

Business Central is only as effective as its implementation and user adoption. At Custom Systems, we don’t just configure software; we lead you through a structured, transparent process designed to drive lasting success and get your entire team fully on board.

Deep Discovery

We begin by deeply understanding your business. Through comprehensive discovery sessions and user story development, our consultants capture the real-life processes that drive your day-to-day operations—not just the high-level goals. Unlike more agile approaches that rely on partial configurations and future corrections, we take the time to get it right the first time with thorough up-front planning and validated requirements.

Visual Planning & Future-State Modeling

Our planning workshops help align every stakeholder around the full project scope, future-state expectations, and clear responsibilities. We use visual models and live demonstrations to show how the system will work long before the final configuration is built. You won’t just review documents. You’ll walk through realistic scenarios, ask questions, and gain confidence in what’s coming.

Purpose-Built Testing

We run multiple validation rounds to ensure the system works as expected. During the Conference Room Pilot (CRP) phase, clients are encouraged to “try to break the system,” simulating real-world processes to uncover hidden issues early. Then, in User Acceptance Testing (UAT), we layer in live security roles and observe users working through real scenarios, confirming both function and compliance. We only move forward once both our team and yours give a unanimous “Go.”

Security & Access

Security shouldn’t be an afterthought. Especially for regulated or public companies, we proactively manage access roles and internal controls throughout the implementation, helping you meet compliance requirements and reduce audit risks. Too little or too much access can create exposure, so we’ll help you get it just right.

Data Migration

Data is at the heart of every successful go-live. We work with your team and any Independent Software Vendors (ISVs) to define and execute a realistic, fully coordinated data migration plan. We aim to set expectations early, educate your stakeholders, and ensure no surprises when cutover comes.