custom-loader
Tech Expo Gujarat - 2024

{
“@context”: “https://schema.org”,
“@type”: “FAQPage”,
“mainEntity”: [
{
“@type”: “Question”,
“name”: “What does Codevision Technologies specialize in?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Codevision Technologies specializes in custom software development, Microsoft Power Platform solutions, business intelligence (BI), automation, and digital transformation services. Our expertise spans Power BI, Power Apps, SharePoint, Azure, and .NET technologies, helping businesses streamline processes, improve insights, and enhance productivity.”
}
},
{
“@type”: “Question”,
“name”: “How long has Codevision Technologies been providing IT solutions?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Codevision Technologies has been delivering innovative software and IT solutions for over 7 years, serving startups, SMEs, and large enterprises across the USA, UK, and Middle East. The company has completed over 100 successful projects.”
}
},
{
“@type”: “Question”,
“name”: “Where is Codevision Technologies located, and do you serve international clients?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Codevision Technologies is headquartered in India and the USA, with global delivery capabilities. The company provides remote project management, international collaboration, and agile delivery for clients across multiple industries worldwide.”
}
},
{
“@type”: “Question”,
“name”: “Why should I choose Codevision Technologies for software development?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Codevision Technologies has a team with over 7 years of experience and innovative talent. The CEO has hands-on development experience with US-based companies, and the company maintains high client satisfaction with consistently positive feedback across platforms like Clutch, GoodFirms, and Google Reviews.”
}
},
{
“@type”: “Question”,
“name”: “Can I see examples of your previous work?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Yes. Codevision Technologies has delivered solutions across custom software, SharePoint portals, Power Platform apps, and enterprise systems. You can view case studies and project details on the website.”
}
},
{
“@type”: “Question”,
“name”: “Do you sign NDAs and ensure data confidentiality?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Yes. Client confidentiality is a top priority at Codevision Technologies. The company signs Non-Disclosure Agreements (NDAs) before starting any project and follows industry best practices for secure coding, encrypted communication, and access control.”
}
},
{
“@type”: “Question”,
“name”: “What types of clients do you typically work with?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Codevision Technologies works with startups, SMEs, and large enterprises in sectors such as finance, healthcare, manufacturing, retail, and government. Solutions are scalable and tailored to each client’s unique business needs.”
}
},
{
“@type”: “Question”,
“name”: “Do you handle international projects and remote collaboration?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Yes. The Codevision team is experienced in managing remote teams and delivering global projects using tools like Microsoft Teams and Jira, following agile methodologies for seamless communication and timely delivery.”
}
},
{
“@type”: “Question”,
“name”: “What engagement models do you offer?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Codevision Technologies offers flexible engagement models including fixed-price projects, time & material contracts, and dedicated development teams. This ensures a suitable fit for varying project scopes and budgets.”
}
},
{
“@type”: “Question”,
“name”: “Do you offer post-launch support and maintenance?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Yes. Codevision Technologies provides ongoing support, bug fixes, performance monitoring, and feature enhancements to ensure software remains reliable, secure, and optimized.”
}
},
{
“@type”: “Question”,
“name”: “What additional services do you offer beyond software development?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “In addition to software development, Codevision Technologies offers business intelligence (BI) consulting & data visualization, robotic process automation (RPA) solutions, cloud migration & system integration, and digital transformation strategy & advisory services.”
}
}
]
}

Transforming Pharma Inventory and Financial Management via Dynamics 365 Business Central–QuickBooks Integration

Transforming Pharma Inventory and Financial Management via Dynamics 365 Business Central–QuickBooks Integration
QuickBooks and Business Central Integration

A leading pharmaceutical distributor in the United Kingdom supplies a wide range of medicines and healthcare products to hospitals, clinics, and pharmacies nationwide. With the company’s rapid expansion and a growing product portfolio, maintaining accurate inventory, product expiry tracking, and financial synchronization became increasingly challenging.

To address these issues, the organization sought to integrate QuickBooks with Microsoft Dynamics 365 Business Central using Power Automate, aiming to automate inventory updates, manage product expiry data, and streamline invoice and ledger synchronization across systems.

  • Technology: Microsoft Dynamics 365 Business Central, QuickBooks, Microsoft Power Automate
  • Country: United Kingdom
  • Industry: Pharmaceutical

Challenges

Despite using QuickBooks for accounting, the pharmaceutical company faced significant operational, compliance, and scalability challenges. The absence of integration with Microsoft Dynamics 365 Business Central further limited visibility, control, and automation across core business functions

  • Limited product management and customization:
    Inability to manage pharma-specific attributes such as formulation type, batch number, manufacturing date, and expiry date.
  • No batch, lot, or expiry lifecycle tracking:
    Lack of batch-level and expiry management increased regulatory and patient safety risks.
  • Manual and inefficient invoice processing:
    High-volume invoice and order handling required manual intervention, slowing reconciliation and approvals.
  • No end-to-end audit trail:
    Missing detailed transaction logs and audit histories required for GMP, MHRA, and FDA compliance.
  • Restricted financial and ledger reporting:
    Standard reports lacked advanced ledger customization and compliance-ready financial insights.
  • Disconnected operational workflows:
    Procurement, inventory, manufacturing, and sales operated in silos with no unified system view.
  • Duplicate data entry and error risk:
    Repetitive manual data entry across systems increased errors, mismatches, and reconciliation delays.
  • Limited scalability and automation:
    Inability to automate batch-level costing, R&D expense allocation, or multi-department workflows.
  • Weak multi-entity and multi-currency support:
    Challenges in consolidating financials across entities, suppliers, and international currencies.
  • No real-time operational insights:
    Lack of integration prevented real-time visibility into inventory valuation, cash flow, and production costs.
  • Inadequate regulatory documentation controls:
    No support for document versioning, approval workflows, or compliance audit logs.
  • Complex and delayed month-end closing:
    Manual reconciliations and spreadsheet dependencies slowed financial close cycles..

Solution

To overcome operational fragmentation and compliance risks, Codevision implemented a unified integration between Microsoft Dynamics 365 Business Central and QuickBooks using Microsoft Power Automate, creating a real-time, automated data flow that aligned financials with operational processes. This integration standardized inventory and expiry tracking, automated invoice and ledger synchronization, and consolidated audit and reporting workflows across departments. By unifying transactional and master data across systems, the solution enabled consistent, compliant control of product lifecycles, financials, and regulatory documentation while reducing manual data entry and accelerating decision cycles.

Results Achieved

Following the integration of QuickBooks with Microsoft Dynamics 365 Business Central, the client achieved significant improvements in operational efficiency, financial accuracy, and regulatory compliance by unifying financial and operational data into a single, automated system that enabled real-time visibility and faster decision-making.

  • 99% synchronization accuracy
    across inventory and financial data
  • 50%+ reduction in reconciliation time,
    accelerating month-end close
  • 80–90% reduction in data entry errors
    by eliminating manual duplication
  • End-to-end batch and expiry tracking
    aligned with GMP and MHRA standards
  • Instant audit readiness
    with complete transaction and document histories
  • Real-time dashboards
    for inventory valuation, expiry status, and cost insights.

Key features

Seamless QuickBooks–Business Central Sync

Delivers instant synchronization of product details, invoices, and ledger data, eliminating manual entry and ensuring both systems stay perfectly aligned.

Custom Product Catalog Management

Define and manage detailed pharmaceutical attributes such as batch number, formulation, expiry date, and regulatory classification.

Automated Inventory Sync and Adjustments

Quantity changes, returns, and adjustments in Business Central automatically update QuickBooks without manual input.

Expiry Tracking and Alerts

Automated notifications for near-expiry batches with configurable alert thresholds.

Ledger and Financial Reconciliation Automation

Automated posting of journal entries and invoices between systems to ensure consistent ledger accuracy.

Advanced Audit Trail and Compliance Control

Timestamped transaction logs, approval workflows, and full traceability for GMP and MHRA compliance audits.

Document Management and Version Control

Centralized documentation system with approval hierarchy and version tracking for each process.

Multi-Entity and Multi-Currency Support

Consolidated financial across subsidiaries and seamless currency conversion for global operations.

Real-Time Insights and Reporting

Dynamic dashboards for product movement, expiry status, inventory valuation, and cost breakdowns.

hire now

Ready to work together?

Let's discuss your product goals and see how we can help.

join our team
RELATED CONTENT

Case Studies

FAQ QUESTIONS

DO YOU HAVE QUESTIONS? LOOK HERE

Choosing the right digital transformation partner depends on more than technical skills. Businesses should evaluate industry experience, long-term support capability, and the partner’s ability to align technology with business outcomes.

Codevision works closely with leadership teams to understand operational challenges, growth goals, and compliance requirements before recommending any solution—ensuring technology decisions support measurable business impact.

Codevision supports organizations ranging from mid-sized enterprises to large global companies across industries such as healthcare, finance, logistics, real estate, and professional services.

Clients typically engage Codevision when they need:

  • Scalable digital platforms
  • Secure enterprise solutions
  • Long-term technology partnerships rather than short-term development

Yes. Beyond development, Codevision acts as a strategic technology partner, helping organizations plan roadmaps, modernize legacy systems, and continuously optimize digital platforms as business needs evolve.

This approach is especially valuable for CTOs and IT leaders managing complex, multi-year initiatives.

Codevision specializes in enterprise-grade technologies including Microsoft ecosystems, cloud platforms, automation frameworks, and custom application development.

Rather than promoting tools in isolation, Codevision focuses on selecting technologies that integrate smoothly with existing systems and scale securely over time.

Security is built into every stage of delivery—from architecture design to deployment and ongoing maintenance.

Codevision follows industry best practices for:

  • Data protection and access control
  • Secure cloud architecture
  • Compliance-ready development for regulated industries

This approach helps organizations reduce risk while maintaining performance and scalability.

Codevision offers end-to-end digital services including consulting, custom development, cloud solutions, automation, and ongoing support.

Rather than offering one-size-fits-all packages, services are tailored to business goals, timelines, and technical complexity.

Project onboarding timelines depend on scope and complexity, but we follow a structured discovery and planning process to ensure clarity before development begins.

This reduces rework, improves delivery speed, and aligns expectations early.

Yes. Codevision signs NDAs and follows strict confidentiality protocols to protect intellectual property, business data, and strategic information.

Client trust and data privacy are treated as non-negotiable fundamentals.

Transparency is maintained through clear documentation, regular updates, and open communication channels.

Clients have visibility into progress, risks, and decisions throughout the engagement—helping leadership stay informed and confiden

Codevision designs solutions with scalability, automation, and AI readiness in mind—ensuring platforms can evolve as technologies and market expectations change.

This forward-looking approach helps businesses stay competitive without frequent rebuilds.

Businesses choose Codevision for its balance of technical expertise, strategic thinking, and reliability.

Clients value:

  • Consistent delivery quality
  • Business-aligned technology decisions
  • A partnership mindset rather than transactional engagement