MICROSOFT SOLUTIONS

THE COMPLETE MICROSOFT PLATFORM FOR INDUSTRIAL OPERATIONS

CBSi delivers the full Microsoft ecosystem — Dynamics 365 Business Central, ofsERP® extensions, Microsoft 365, Power BI, and certified technology partner add-ins — all configured, implemented, and supported by a team with 35+ years of ERP expertise.

 

#1

Cloud ERP for SMBs globally

250K+

Companies running Business Central worldwide

35+

Years of Microsoft Dynamics expertise at CBSi

Copilot

Microsoft AI built natively into Business Central

Microsoft Dynamics 365 Business Central

One Platform. Every Function. Fully Connected.

Microsoft Dynamics 365 Business Central is the world's leading cloud ERP for small and mid-sized businesses. It replaces disconnected spreadsheets and point solutions with a single, unified platform — combining finance, operations, sales, supply chain, and more.

Built for the Cloud
Access your entire business from anywhere — desktop, tablet, or mobile — with real-time data synced across every department.
Microsoft Copilot AI Included
Business Central now includes Microsoft Copilot AI — automating routine tasks, surfacing insights, and accelerating workflows across finance, inventory, and operations.
Seamless Microsoft 365 Integration
Works natively with Outlook, Excel, Teams, Word, and Power BI — no custom connectors needed. Your team works in tools they already know.
Scales from 5 to 400+ Users
Start small and scale without changing platforms. Business Central grows with your business — from a single entity to complex multi-company operations.
Microsoft Dynamics 365 Business Central
Microsoft Resources

Download the Official Microsoft Business Central Guides

Not sure which license or capabilities are right for your team? These official Microsoft PDF guides break down everything — features by license tier, pricing structure, and what's included in each plan.

Business Central Capabilities

Everything Your Business Needs in One System

Business Central covers every core business function out of the box — with deep configuration options and CBSi's ofsERP® extensions on top for industrial verticals.

Financial Management
Full general ledger, accounts payable and receivable, bank reconciliation, multi-currency, and comprehensive financial reporting in one place.
Supply Chain Management
Purchasing, receiving, inventory control, vendor management, and demand forecasting — all connected to financials in real time.
Sales & Order Management
Manage quotes, sales orders, invoicing, and customer pricing — with full CRM capabilities including contact management and opportunity tracking.
Warehouse & Inventory
Bin tracking, warehouse movements, pick/pack/ship workflows, serial and lot number tracking, and real-time inventory valuation.
Project Management
Plan and track projects with job costing, time sheets, resource allocation, WIP reporting, and project budgeting tied directly to financials.
Reporting & Analytics
Built-in Power BI integration, customizable dashboards, financial statements, KPI monitors, and ad-hoc reporting across all data in the system.
Service Management (Premium)
Native BC service management for companies needing work orders, service contracts, and service item tracking — available on the Premium license tier.
Manufacturing (Premium)
Full discrete manufacturing with BOM, routing, production orders, MRP, MPS, capacity planning, and shop floor management — Premium license only.
Human Resources
Employee records, absence management, expense tracking, and HR reporting — providing a people management foundation inside Business Central.
CBSi ofsERP® Module
CBSi ofsERP® Extensions

Industry-Specific Modules Built on Business Central

ofsERP® is CBSi's Microsoft AppSource-certified suite of extensions for oilfield, construction, equipment rental, hauling, and industrial companies. Runs on BC Essentials — no Premium license required.

Equipment Asset Management
Full lifecycle tracking for every piece of equipment — availability, utilization, maintenance history, cost-to-date, and location across all job sites.
Learn More
Equipment Rental
Rental order management, availability scheduling, utilization tracking, and automated billing — all connected to BC financials in real time.
Learn More
Field Service
Dispatch, scheduling, and work order management for field crews — with mobile access, job-site data capture, and direct billing integration.
Learn More
Electronic Field Tickets
Replace paper tickets with digital field data capture — labor, materials, and equipment usage flow directly into billing without re-entry.
Learn More
Hauling & Transportation
Manage hauling tickets, driver logs, load tracking, and transportation billing — fully integrated with job costing and accounts receivable.
Learn More
Maintenance & Repair
Preventive maintenance schedules, work order management, repair tracking, and parts inventory — keeping critical equipment running and costs visible.
Learn More
Advanced Invoice Automation
Automate invoice generation from field tickets, rental contracts, and service orders — reducing billing cycles by up to 80% and eliminating manual re-entry.
Learn More
Pass-Through Cost Management
Capture and bill third-party and pass-through costs accurately — eliminating one of the most common sources of billing errors in oilfield and construction.
Learn More
Dynamics NAV Support & Migration

Still on Dynamics NAV? CBSi Has You Covered.

CBSi has been implementing Microsoft Dynamics NAV since 1996 — and has successfully migrated dozens of NAV clients to Business Central. Whether you need ongoing NAV support or are ready to migrate, our team knows the platform inside out.

Dynamics NAV Migration
Ongoing Dynamics NAV Support
CBSi provides continued support for companies still running Dynamics NAV — troubleshooting, user training, reporting, and system optimization while you plan your migration path.
NAV to Business Central Migration
Our structured migration methodology ensures secure data transfer, workflow optimization, and minimal business disruption — with 100% implementation success over the last 5 years.
Upgrade Path Assessment
Not sure when or how to migrate? CBSi delivers a detailed upgrade path assessment — evaluating your current NAV version, customizations, and readiness for Business Central.
Post-Migration Optimization
After go-live, CBSi continues as your long-term Business Central partner — training, support, and system optimization to ensure you get maximum value from the platform.
Microsoft 365 Integration

Business Central Works Natively with Microsoft 365

No custom connectors. No middleware. Business Central integrates directly with the Microsoft tools your team already uses every day — creating one connected ecosystem.

Microsoft Teams
Collaborate on BC records directly from Teams chats and channels
Microsoft Excel
Export, analyze, and push data back to BC — no re-entry needed
Microsoft Word
Generate quotes, invoices, and reports using BC data in Word templates
Power BI
Connect BC data to Power BI for live dashboards and advanced analytics
Outlook
Manage BC customers, vendors, and orders without leaving your inbox
Power Automate
Automate BC workflows and approvals triggered by data changes across apps
Microsoft Copilot
AI built into Business Central — automates tasks and surfaces insights
Azure Cloud
Run Business Central on Azure — CBSi handles infrastructure and security
Technology Partners

Certified Add-Ins and Technology Partners

A partial list of Microsoft-certified technology partners whose add-ins extend Business Central capabilities — all vetted, tested, and supported by CBSi. There are now over 3,000 products available for Business Central.

Don't see what you're looking for? There are over 3,000 Business Central add-ins available.
Contact CBSi → and we'll investigate further and arrange a demonstration if desired.

Ready to See the Full Microsoft Platform Working For You?

Start with a call to CBSi today. Free assessment, no obligation — just a clear picture of what Microsoft Business Central + ofsERP® would look like for your operation.

(800) 455-5915

Our ERP Experts are Happy to Help

Assessment | Implementation/Migration | Support

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