How BG Peterson Brought Stability to CRM and Financial Operations with Dynamics 365

Client Overview: BG Peterson is a long-standing mechanical services company based in Omaha, Nebraska, providing HVAC, plumbing, and facility solutions. As the business continued to grow, they needed better visibility into customer interactions and more reliable financial processes to support day-to-day operations.

The Challenge: BG Peterson had two key systems in place—Dynamics 365 Sales for CRM and Business Central for financial management—but struggled to get consistent value from either.

On the CRM side, they needed a structured way to manage contacts and track activity across their team. On the financial side, ongoing issues in Business Central created bottlenecks and confusion, particularly around:

• Bank reconciliations and account balances
• Sales tax calculations and refunds
• Month-end and year-end close processes
• Reporting inconsistencies

Instead of improving efficiency, these challenges created extra manual work and made it difficult for the team to trust their data.

Our Solution:

Phase 1: CRM Foundation with Dynamics 365 Sales

enCloud9 implemented a basic Dynamics 365 Sales environment focused on: 

• Centralizing contacts and accounts
• Tracking activities and communication history
• Providing a simple, usable CRM foundation for the team

This included data import and cleanup, ensuring BG Peterson’s existing customer and contact data was structured correctly and ready for use in Dynamics 365.

Ongoing Support: Stabilizing Business Central

Following the CRM implementation, the engagement shifted into ongoing support and optimization, primarily within Business Central.

enCloud9 worked closely with the BG Peterson team to:

• Troubleshoot and resolve bank reconciliation issues
• Clean up and reorganize general ledger accounts
• Support month-end and year-end close processes
• Address sales tax calculation and reporting challenges
• Create and test new company environments to isolate issues

This was not a one-time fix—it was a continuous effort to improve system accuracy and usability. 

Customizations & Reporting Improvements

To better align the system with BG Peterson’s workflows, enCloud9 also:

• Made targeted Business Central customizations (such as salesperson-related adjustments)
• Assisted with Power BI reporting issues, helping troubleshoot and stabilize financial reports

 The goal was simple: make sure the data coming out of the system could actually be trusted and used.

Results Achieved: While BG Peterson’s engagement was more of a stabilization and support effort than a traditional transformation project, the improvements made a meaningful difference in day-to-day operations:

• More reliable financial processes and reporting
• Improved confidence in Business Central data
• A usable CRM foundation for tracking customer activity
• Reduced time spent troubleshooting recurring system issues
• Ongoing access to expert support for new questions and challenges

Conclusion: BG Peterson’s experience highlights a reality many companies face: implementing technology is only the first step. Getting consistent, reliable value from that technology takes ongoing attention and the right support. 

By combining practical CRM implementation with hands-on Business Central support, enCloud9 helped BG Peterson move from frustration and uncertainty to a more stable, manageable system environment.

Ready to start your own success story? Contact enCloud9 today!