Mergers & Acquisitions

Dynamics 365 simplifies the Mergers & Acquisitions process by automating, consolidating, and marginalizing the complex tasks associated. By bridging Office 365 and Dynamics 365 products, you can easily collect and process the numbers, analytics, and critical data and documents for combined entities.

Here are just five reasons why Dynamics 365 is the ideal tool for Mergers & Acquisitions management:

  1. Deal Management – Dynamics 365 simplifies the process of configuring and managing the stages of a deal. You have the ability to setup key fields and checklist items to monitor the acquisition process.
  2. Insights and Interactions – Gather insights from each company and store in a secure environment that assures universal access.
  3. Document Libraries – Capture and provide one access point to a host of documents related to the transaction.
  4. Integrations – Integrations with Microsoft’s suite of products make cataloguing communication in Dynamics 365 automatic.
  5. Mobile Access – Access the data you need from anywhere to check in on the progress.
  6. The Investment Footprint – With the ability to have multiple companies in the same database your investments are easily reportable. You also have the ability to easily to consolidate and roll up across all corporate entities. Permissions can be managed for a single user across multiple companies.
  7. Flexible Seats – You can easily add and remove users from your system. Reducing corporate expenditures as companies contract or expand.

Hear From Our Happy Clients

See why so many businesses have switched to NAVDNA

"Change is difficult, but NAVDNA took the time to understand our business and create a dynamic roadmap to make sure we were successful with our implementation. We went from entering the same data into multiple companies to the system handling the non-value-added steps for us. Now we have the ability to manage our business instead of managing the system. We have complete enterprise-wide access to our information and the capability to make intelligent business decisions based upon the data. NAVDNA focused on our understanding of the system. Their primary objective was the transition of knowledge so that we understood the setups, giving us the knowledge needed to make any non-developmental changes internally. As our business evolves and changes, I know we have a partner that can react to the now and take us into the future."

Jennifer Molina

Assistant Controller of Arturo Fuente
“I have been with Science Interactive since October 2017. In December 2017, our company went through an implementation of NAV2017, and because of a failed implementation, our company hadn’t shipped in 21 days during peak season. That’s when the relationship with Perry and NAVDNA began. We went through a rescue operation to get the company working again, and then after the company had stabilized, we went through a proper re-implementation and upgrade from NAV2017 to NAV2018 with Perry and his team in June 2018. We’ve maintained our relationship with Perry and NAVDNA ever since, utilizing them for continued development and support, and recently went through another successful upgrade process, taking us from NAV2018 on-site to Business Central Cloud. That process was finalized in April of this year.”

Anthony Nelson

Science Interactive Group
“We experienced a failed implementation with another consultancy as they had no real experience or expertise in Business Central. After 9 months the other consultancy did not get us anywhere close to completion. Neither the data migration they promised nor the Binary Stream Integration or Avalara integration. Even after a 2 month extension, I contacted them and stated that there would be no further extension and they simply hung up the phone on me. As if they were just happy to have taken our money with no demonstrable outcome for Trax. My same accounting team reached out to NAVDNA and in just a few weeks, they delivered in full (excluding historic transaction data migration) to the full satisfaction of the team and myself.”

Henry Parra

Trax