The TM Group, Inc.

The TM Group deployed Microsoft Dynamics CRM Online for a global professional services firm, replacing error-prone spreadsheets and Access databases with a unified CRM that enabled office-level data security alongside corporate roll-up sales reporting. A custom workflow automated proposal management and status tracking, while marketing campaigns were linked directly to sales opportunities—giving the firm clear attribution of marketing ROI. The implementation eliminated duplicated business development efforts across worldwide offices and provided a single source of truth for client communications.

The TM Group (TMG) migrated a theological seminary from Microsoft Dynamics GP to Dynamics 365 Business Central, implementing core accounting modules and replacing Concur with Bill.com to streamline payables. TMG also deployed NIC Systems Treasury Management Suite, enabling the seminary to reconcile five bank accounts daily through a single consolidated bank file, significantly reducing manual effort and improving accuracy. The project supported the seminary's cloud-first strategy, delivering a scalable, integrated financial system with enhanced reporting via Power BI.

The TM Group (TMG) migrated a multinational automotive distribution company from Microsoft Dynamics SL to Dynamics 365 Business Central across six companies, retiring seven servers and cutting invoice processing time by automating 200 invoices per day. TMG leveraged Azure Data Lake and Power BI for advanced analytics, built custom integrations with SmartConnect and CoreIntegrator, and developed warehouse functionality to bridge gaps between SL and Business Central, all while preserving historical data access. The phased migration over two years enabled single-source data visibility, enhanced process controls, and positioned the distributor for sustained growth in a dynamic industry.