Case Story: How a Solar Company in North America Streamlined its Business with Business Central and CRM

This case study shows how a solar energy company in Canada fixed their workflow problems by switching to modern business software. Facing issues like slow sales, messy customer tracking, and disorganized support, they partnered with tech experts to implement Business Central and CRM tools. The upgrade helped them manage customers better, speed up sales, and improve service—key improvements for staying competitive in the growing solar industry.

About the Company and Its Industry

The company, based near Toronto, installs solar panels and battery systems for homes and businesses. As demand for clean energy grew, they struggled with outdated systems that couldn’t keep up. Like many solar businesses, they needed better tools to handle more customers without dropping the ball on service.

Problems They Faced

• Sales and Marketing Didn’t Talk to Each Other
• Marketing Campaigns Were Hit-or-Miss
• Customer Support Was Chaotic

Dynamics Square Help

By replacing their Microsoft Dynamics NAV 2018 with Business Central and CRM tools, this solar company cut delays, reduced errors, and kept customers happier. For any business struggling with messy processes, this case shows how the right tech can turn chaos into smooth operation.

The project involved a carefully planned NAV upgrade, ensuring a seamless transition without disrupting ongoing business operations. For companies looking to upgrade NAV 2018 to ...