

Background screening involves a lot of information, documents, and decisions.
In this story of Behind the Build, Nardeep shares how ISB Global Services worked with ProServeIT to create a more transparent approach to verification, giving their team greater visibility into the process and the flexibility to keep improving it over time.

Every KeepRite Refrigeration order is built to fit a customer's unique space, which means there's a lot of information to keep track of along the way.
In this story of Behind the Build, Nardeep shares how KeepRite worked with ProServeIT to bring the order journey into one connected experience, helping teams spend less time managing spreadsheets, calculations, and approvals, and more time keeping projects moving forward.
THE WHAT
Every department generates information. Sales orders. Inventory counts. Invoices. Payroll.
Dynamics 365 brings those processes together, helping your teams work from the same information and move forward with confidence.

Data migration, configuration, and your team confident in using it from day one.
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A real team you can reach after go-live. We triage by urgency and keep the system running the way it was designed to do.
After go-live, we work with your team to streamline processes, automate approvals and integrate your everyday tools.
OUR EXPERTISE
Dynamics 365 brings together finance, operations, sales, service, and custom business applications in one connected ecosystem, helping your people work smarter with the data they need in one place.
Manage finance, purchasing, inventory, and operations from one connected platform.
Track customer relationships, manage opportunities, and support revenue growth.
Deliver consistent service experiences that keep customers informed and supported.
Connect field technicians and office teams with scheduling, work orders, and mobile tools.
Build custom business solutions with Power Apps, Power Automate, and Power BI.

THE WHO
If your team is ready to spend less time working across disconnected systems.
If you're looking for better visibility across sales, operations, finance, and customer service.
If you want technology that grows alongside your business.
If you're planning for life after a legacy platform or manual process.
We work with mid-sized organizations across Canada and the United States, helping teams get more value from the business applications they rely on every day.
THE WHY
Your business applications support some of the most important parts of your organization. That's why we stay close before, during, and after go-live, helping your people get the most from your technology as your business grows.
CUSTOMER STORIES
Every organization starts in a different place. See how our customers simplified complexity, connected critical processes, and moved forward with confidence.
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Industry: Nonprofit
Size: 195+
Connected systems and streamlined processes to support a growing mission.

Industry: Nonprofit
Size: 50+
One source of truth for managing programs, people, and processes.

Industry: Education
Size: 50+
One place to manage customer relationships and enrollment services.
FAQs
An ERP system is software that runs a business's core operations from one connected platform, rather than separate tools for accounting, inventory and sales. Business Central is Microsoft's ERP solution for growing organizations.
Dynamics 365 Business Applications are Microsoft's suite of business tools that help organizations manage finance, operations, sales, customer service, and field work through connected systems. They include applications such as Business Central, Sales, Customer Service, and Field Service.
Not always. Some organizations begin with a single application, while others combine multiple Dynamics 365 solutions to support different parts of the business. The right approach depends on your goals, processes, and how your teams work together.
Dynamics 365 Business Central is Microsoft's ERP (enterprise resource planning) system for small and mid-sized organizations. It connects finance, inventory, purchasing, sales and operations into one platform, so information updates across the business in real time.
ERP systems help manage internal business operations such as finance, inventory, purchasing, and operations. CRM systems help manage customer relationships, sales activities, and service interactions. Many organizations use both to create a more connected view of their business.
Yes. Dynamics 365 integrates with Microsoft tools such as Microsoft 365, Outlook, Teams, Excel, Power BI, and Copilot, helping people work with familiar applications while keeping business information connected.
Yes. ProServeIT supports Business Central implementations and ongoing support for mid-sized organizations across Canada and the United States.
Not every business challenge fits neatly into an out-of-the-box application. When needed, ProServeIT can build custom solutions using Microsoft Power Platform, including Power Apps, Power Automate, and Power BI, to support your unique processes and goals.
Implementation timelines depend on the applications involved, the complexity of your environment, and the number of systems being connected or replaced. We typically take a phased approach, helping organizations realize value early while building toward their long-term goals.
We believe technology is only part of the solution. ProServeIT combines Microsoft expertise with a people-first approach, helping organizations implement, support, and continuously improve Dynamics 365 solutions while ensuring teams feel confident, supported, and ready for what's next.
Whether you're just starting to explore Dynamic 365 Business Central or looking for a support team that actually knows your setup, that's exactly the kind of conversation we like starting with.