Client Overview

Leading Tech-Enabled Field Marketing Solutions Company

The client is a technology-enabled field marketing solutions company that manages large-scale customer, billing, and financial operations through its proprietary platform, Mpay, alongside Microsoft Dynamics 365 Business Central.

As business operations grew, the lack of integration between Mpay and Business Central created significant manual dependencies across customer management, shipping information, provisional journal entries, and billing.

The client needed a scalable way to connect both systems, eliminate repetitive manual processes, and improve the accuracy and speed of financial operations.

The Challenge

Disconnected Systems and Manual Data Management

The primary challenge was the absence of seamless integration between the client’s proprietary Mpay platform and Business Central.

Critical customer and financial processes were dependent on manual data entry and coordination between the two systems. This created operational bottlenecks and increased the possibility of errors.

Key Challenges

1. Customer Data Duplication

New customers created in Mpay had to be manually created in Business Central. This increased the risk of duplicate customer records, incorrect data entry, and inconsistencies between systems.

2. Outdated Customer & Ship-to Information

There was no automated mechanism to synchronize customer and ship-to information between Mpay and Business Central. As a result, Business Central could contain outdated or inaccurate information.

3. Billing Delays

The disconnected systems created delays in the billing process, including final customer billing and the posting of provisional Journal Vouchers (JVs).

4. Manual Financial Processes

Teams had to manually transfer information between systems, increasing processing time and making financial operations more dependent on human intervention.

The Business Impact

The manual “handshake” between Mpay and Business Central had become an operational bottleneck.

It affected:

• Data accuracy
• Customer master management
• Billing turnaround time
• Financial processing
• Operational efficiency
• End-to-end traceability

The client needed more than a simple data exchange—they needed automation across the entire customer-to-billing process.

The Solution

Seamless API-Based Integration Between Mpay & Business Central

To address these challenges, CodeValue implemented a robust API-based integration between the client’s proprietary Mpay platform and Microsoft Dynamics 365 Business Central.

The integration automated the movement of critical customer, shipping, journal, and billing information between the two systems.

This transformed previously manual processes into a connected and streamlined workflow.

Key Automation Areas

Process	Automation Mechanism	Business Benefit
Customer Master Creation	An API automatically transfers newly created customers from Mpay to Business Central. Customer records are validated against a unique PAN to prevent duplication. A dedicated Mpay Client Code field was also added to Business Central for cross-reference.	Eliminates manual customer creation, reduces duplicate records, and improves data accuracy.
Ship-to Code Management	A dedicated API allows ship-to information updated in Business Central to be automatically synchronized back to Mpay.	Keeps shipping information synchronized and up to date across both systems.
Provisional JV Posting	The existing Journal Voucher API was reused to automate provisional JV posting in Business Central. Posted JV numbers are returned to Mpay.	Reduces manual financial processing and provides complete transaction traceability.
Billing Automation	Final cost data received from Mpay triggers the billing process in Business Central, generating the Pro Forma Invoice and completing the actual accounting booking.	Eliminates billing delays and enables accurate, timely financial posting.

How the Integrated Process Works

The new integration established an automated flow between Mpay and Business Central:

Mpay

↓

Customer Master API

↓

Business Central Customer Creation

↓

Ship-to Information Synchronization

↓

Provisional JV API

↓

JV Posting & Reference Returned to Mpay

↓

Final Cost Data from Mpay

↓

Billing Trigger in Business Central

↓

Pro Forma Invoice + Accounting Booking

This automated workflow reduced the need for manual intervention while providing a consistent flow of information across the entire process.

Key Features of the Solution

🔹 Automated Customer Creation

New customers created in Mpay are automatically transferred to Business Central through APIs.

A unique PAN-based validation helps prevent duplicate customer records.

A dedicated Mpay Client Code field in Business Central provides easy cross-system identification and traceability.

🔹 Real-Time Ship-to Synchronization

Ship-to information can be updated in Business Central and automatically synchronized with Mpay.

This ensures that both platforms work with current and accurate shipping information.

🔹 Automated Provisional JV Posting

The existing JV API was leveraged to automate provisional journal voucher posting in Business Central.

Once the JV is posted, the corresponding JV number is sent back to Mpay, creating a complete audit trail between the systems.

🔹 Automated Billing

Final cost information from Mpay acts as the trigger for billing in Business Central.

The process automatically generates the Pro Forma Invoice and completes the corresponding accounting booking, reducing manual effort and billing delays.

Business Benefits

The Mpay–Business Central integration delivered measurable operational improvements across customer management and financial processes.

Elimination of Duplicate Customer Records

Automated customer creation and PAN-based validation reduced the risk of duplicate records and manual data-entry errors.

Faster Billing Cycles

Automating the flow of final cost data into Business Central significantly reduced manual intervention and accelerated billing activities.

Real-Time Data Synchronization

Customer, ship-to, and financial information can flow between Mpay and Business Central through automated APIs, improving data consistency.

Streamlined Customer Management

Customer creation and ship-to code management became standardized, reducing repetitive operational work.

Improved Financial Traceability

JV numbers and transaction references are exchanged between systems, providing better visibility and traceability across financial transactions.

Reduced Manual Dependency

Previously disconnected processes were converted into automated workflows, allowing teams to focus on higher-value activities rather than repetitive data entry.

The Outcome

By integrating Mpay with Microsoft Dynamics 365 Business Central, the client moved from a fragmented, manually dependent process to a connected and automated customer-to-billing workflow.

The solution helped the organization:

• Reduce customer data duplication
• Improve data accuracy
• Synchronize ship-to information
• Automate provisional JV posting
• Accelerate billing
• Improve financial traceability
• Reduce manual intervention
• Create a more streamlined operational process

Most importantly, the integration established a reliable flow of information between Mpay and Business Central, enabling the client to manage critical customer and financial processes more efficiently.

Technology

Microsoft Dynamics 365 Business Central
Mpay Proprietary Platform
API-Based Integration
Customer Master Automation
Journal Voucher Automation
Billing Automation

From Manual Processes to Connected Operations

The Mpay–Business Central integration demonstrates how the right integration strategy can eliminate operational bottlenecks and transform disconnected business systems into a unified workflow.

CodeValue helps businesses integrate, automate, and optimize Microsoft Dynamics 365 Business Central to build more efficient and scalable business operations.