POS System Migration & Data Integration with Microsoft Dynamics 365 Business Central
Customer
Business: Quick-service restaurant chain in India
Industry: Food & Beverage Retail
Business Challenge
POS System Migration and Data Integration
A leading Food & Beverage retail company in India was transitioning from their legacy Point-of-Sale (POS) system, Posist, to a new vendor, Dotpe.
The migration required uninterrupted, accurate, and automated flow of sales and purchase data into Microsoft Dynamics 365 Business Central (BC).
With high-volume daily transactions across multiple stores, manual data handling was not feasible. A robust integration framework was needed to maintain financial accuracy, inventory visibility, and operational continuity.
Key Challenges
- Seamless POS migration without data loss
- Automated transfer of sales data into Business Central
- Store-wise sales visibility across all locations
- Accurate capture of purchase transactions: Goods Received Notes (GRN) and Transfer Indents
- Strong data integrity, auditability, and traceability
Solution
Automated POS Integration via API
A robust API-based integration was implemented to automate the flow of sales and purchase data from Dotpe POS directly into Microsoft Dynamics 365 Business Central.
Solution Highlights
1. Automated Sales Data Integration
- API-Driven Sales Extraction: Dedicated Sales API developed to fetch sales data from Dotpe
- Data Transformation & Staging: JSON responses transformed and loaded into custom sales staging tables in BC
- Audit & Traceability: Custom payload source fields and complete API response logging ensured transparency and compliance
2. Automated Purchase Data Integration
- Dedicated Purchase APIs: Separate APIs to retrieve:
- Goods Received Notes (GRN)
- Transfer Indent transactions
- Reliable Data Staging: Data populated in dedicated BC staging tables
- Comprehensive Logging: Detailed logs and error handling ensured reliability and traceability
3. System Readiness & User Enablement
- Conducted full system assessment and implemented required BC customizations
- Validated data readiness prior to go-live
- Delivered structured training to enable the team to manage integrations confidently
Business Benefits
- Automated Synchronization: Sales and purchase data synced automatically between Dotpe and BC
- Reduced Manual Effort: Significant reduction in manual data entry and errors
- Improved Traceability: Complete visibility into data sources with logs and audit trails
- Streamlined Operations: Enhanced efficiency across sales, procurement, inventory, and finance
- Accurate Reporting: Faster and reliable financial and operational reporting
CodeValue Implementation Summary
CodeValue delivered a turnkey POS integration solution by:
- Designing a custom API-based data bridge between Dotpe and Business Central
- Creating staging tables and logging frameworks to ensure data integrity, auditability, and traceability
- Implementing automated ETL processes for both sales and purchase transactions
- Providing end-to-end support, including system assessment, configuration, and team training
- Ensuring scalable, future-ready integration across all store locations in India
This approach enabled seamless POS migration, error-free data transfer, and enhanced operational efficiency, backed by CodeValue’s expertise in Microsoft Dynamics 365 Business Central integrations.