Introduction

· Welcome and introductions

· Overview of webinar topics

· Objectives and key takeaways

Understanding 3PL Integration

· Definition of Third-Party Logistics (3PL)

· Benefits of integrating 3PL with Business Central

· Challenges and considerations

Introduction to Business Central

· Overview of Microsoft Business Central

· Key features and functionalities

E-Document Functionality in Business Central

· Introduction to e-documents

· Benefits of using e-documents

· How to transact XML documents in Business Central

· Step-by-step demonstration of e-document setup and transactions

Setting Up Transfer Orders

· Understanding transfer orders in Business Central

· Creating and managing transfer orders

· Best practices for using transfer orders with 3PLs

Managing Inventory with Separate Locations

· Importance of separate location management

· Setting up and configuring separate locations in Business Central

· Integrating separate locations with 3PLs

· Case studies and real-world examples

Join us for an overview of Microsoft’s Business Central in the cloud. We will demonstrate the key functions for a typical Canadian accountant in a manufacturing or distribution business. This webinar will highlight the system’s functionality and usability, showing how integrated it is across departments.

Agenda

1. Overview of Business Central for Accounting

2. Automated AP Invoicing and 3-way matching

3. Credit and Collection

4. Reconciliation at Month End

5. Financial Statements

6. Accounting

7. Copilot for Finance

Copilot for Finance in Dynamics 365 Business Central boosts efficiency by automating tasks, offering predictive insights, and ensuring compliance. This AI-driven tool streamlines workflows, reduces errors, and frees up accountants for strategic analysis.

This webinar is full of value and detail for people in accounting and finance to see Dynamics 365 Business Central’s full potential.

I. Introduction

• Introduce the speaker and explain the purpose of the presentation
• Provide an overview of the supply chain in Dynamics 365 Business Central

II. Supply Chain Management in Business Central

• Discuss how Business Central can help manage the supply chain
• Cover the key features of the supply chain management module in Business Central
• Provide an overview of the supply chain management process in Business Central

III. Wave 1 and 2 Updates

• Explain the changes and updates included in Wave 1 and 2
• Discuss the impact of these updates on the supply chain management capabilities in Business Central
• Provide examples of how the updates have improved the supply chain management process in Business Central

IV. Purchasing

• Explain how Business Central can manage the purchasing process
• Discuss the key features of the purchasing module in Business Central
• Provide examples of how to use Business Central for purchase order processing

V. Inventory Management

• Explain how Business Central can manage inventory
• Discuss the key features of the inventory management module in Business Central
• Provide examples of how to use Business Central for inventory management

VI. Sales Order Management

• Explain how Business Central can manage sales orders
• Discuss the key features of the sales order management module in Business Central
• Provide examples of how to use Business Central for sales order processing

VII. How to get ChatGPT to analyze your sales and create a machine learning forecast.

Introduction

· Welcome and Introductions

· Overview of Business Central Wave 2 2024 Release

1: Subscription Billing and Revenue Management

· Introduction to the new subscription billing module

· Contracts and recurring billing for items and services

· Flexible billing schedules and usage-based billing

· Automated billing and deferral integration

· Revenue recognition on billing schedules

· Contract updates and standard reports

2: Service Management Integration

· Benefits of integrating Field Service with Service Management

· Setting up integration with Dynamics 365 Field Service

· Data exchange between work orders and service orders

· Service order archiving and item availability in Field Service

3: Shopify Integration

· Exporting posted sales invoices to Shopify

· Reconcile payment transactions in Shopify with invoices

· Importing and exporting product information using Shopify Metafields

4: Project Management Enhancements

· Replenishing items for projects

· Using directed put-away and pick warehouses with projects

5: AI and Copilot Features

· Chat with Copilot and learn to use installed add-on apps

· Summarize any record with Copilot

· Enhancements to Analysis Assist with Copilot

· Using Copilot without setup

· Creating sales lines with Copilot

· Automating tests for Copilot extensions

6: Administration and Flexibility

· Flexible environment updates

· Managing per-tenant extensions in admin center

· Viewing app compatibility with future versions

· Getting notified about job queue background processing issues

7: Reporting and Insights

· Using embedded Power BI reports out of the box

· Enhancements to resizing columns in the web client

· Copilot immersive homepage for sales excellence

· Creating meeting follow-up emails from meeting summary

· Updating CRM directly from post-meeting insights

· Viewing Copilot adoption data in Viva Insights

Closing Remarks

· Summary of the key features and enhancements

· Q&A session

· Thank you and next steps

Business Central offers a comprehensive suite of accounting features designed to streamline and improve financial management processes for businesses of all sizes. This powerful platform integrates accounting, inventory, project management, and other essential functions into a single, cohesive system, providing users with real-time insights and enhanced control over their financial operations. Our training session aims to equip new users with the knowledge and skills needed to leverage the full potential of Business Central’s accounting capabilities.

Training Agenda

· Introduction to Business Central

· Overview of Business Central

· Key Features and Benefits

· Navigating the User Interface

· Setting Up Your Company

· Creating a New Company

· Configuring Financial Settings

· Defining the Chart of Accounts

· Basic Accounting Processes

· Recording Transactions

· Managing Accounts Payable and Receivable

· Bank Reconciliation

· Advanced Accounting Features

· Multi-Currency Handling

· Intercompany Transactions

· Fixed Assets Management

· Financial Reporting and Analysis

· Generating Financial Statements

· Customizing Reports

· Using Data for Decision-Making

· Integrating with Other Modules

· Inventory Management

· Project Management

· Human Resources and Payroll

Attending this training session will provide you with a thorough understanding of Business Central’s accounting functionalities. By mastering these skills, you will be able to effectively manage your financial processes, ensure accurate and timely reporting, and make informed decisions that contribute to the success of your business. We look forward to your participation and are confident that this training will enhance your proficiency in using Business Central for accounting management.

Business Central is a comprehensive business management solution that integrates various functionalities into a single platform. One of its essential features is project and project costing, which allows businesses to effectively manage projects, track expenses, and ensure financial control. This training session aims to introduce new users to the concepts of project management and costing within Business Central, equipping them with the skills to efficiently oversee projects and maintain accurate costing records.

Agenda

· Introduction to Project Management in Business Central: Overview of project management concepts and how they are implemented within Business Central.

· Setting Up Projects: Step-by-step guide to creating and configuring project setups, including defining project tasks, timelines, and resources.

· Costing and Budgeting: Understanding the principles of project costing and budgeting, and how to apply them in Business Central.

· Tracking Project Expenses: Methods for entering and tracking project-related expenses to ensure accuracy and financial control.

· Managing Project Resources: Allocating and managing resources within projects to optimize efficiency and productivity.

· Project Reporting: Generating and interpreting project reports to gain insights into project performance and cost management.

· Using Project Templates: Utilizing templates to streamline project setup and ensure consistency across projects.

· Advanced Project Costing Features: Exploring advanced functionalities for complex project costing scenarios.

· Integrating with Other Modules: Understanding how project and costing functionalities integrate with other Business Central modules such as accounting and inventory management.

· Case Studies and Practical Examples: Reviewing real-life case studies and practical examples to reinforce learning and application.

Attending this training session will provide you with a thorough understanding of project and project costing functionalities in Business Central. By mastering these skills, you will be able to effectively manage projects, control costs, and make informed decisions that contribute to the success of your business. We look forward to your participation and are confident that this training will enhance your proficiency in using Business Central for project management and costing.

Welcome to the Business Central Navigation and Orientation training session. This training is designed to provide new users with a comprehensive understanding of how to navigate and utilize Business Central efficiently. By the end of this session, you will be equipped with the foundational knowledge needed to operate within Business Central confidently, enhancing your productivity and enabling you to leverage the platform’s full potential.

Detailed Training Items:

· Introduction to Business Central: Overview of the platform and its key features.

· User Interface Tour: Detailed walkthrough of the Business Central interface, including the dashboard, menus, and navigation tools.

· Personalizing Your Workspace: How to customize your dashboard and workspace for optimal efficiency.

· Basic Navigation: Navigating through different modules, searching for information, and using shortcuts.

· Working with Data: Introduction to entering, retrieving, and managing data within Business Central.

· Task Management: Managing tasks and workflow within the platform.

· Reporting and Insights: Generating and interpreting reports to gain insights into business operations.

· Security and User Roles: Understanding user roles and maintaining data security within Business Central.

In conclusion, this training session aims to build your confidence and proficiency in using Business Central, ensuring that you can navigate the system with ease and perform your tasks effectively. Embracing these skills will not only streamline your day-to-day operations but also empower you to make informed decisions that drive business success. We are excited to have you join us on this journey and look forward to seeing you succeed with Business Central.

Welcome to our comprehensive webinar migrating to the cloud. This session is designed to provide you with in-depth insights into the process of migrating your business systems to the cloud, ensuring a smooth transition and enhanced efficiency. Whether you are new to Business Central or looking to optimize your current setup, this webinar will cover essential topics and best practices to help you succeed.

Agenda

· Introduction to Cloud Migration

· Overview of NAV, GP, and Business Central

· Benefits of Migrating to the Cloud

· Step-by-Step Migration Process

· Data Migration and Integration Strategies

· Best Practices for Successful Migration

· Q&A Session

Attending this webinar will equip you with the knowledge and tools necessary to make informed decisions regarding your cloud migration journey. Our experts will guide you through each step, ensuring that you understand the benefits and intricacies of migrating to Business Central. Join us to learn how to leverage the power of the cloud to drive your business forward.

We look forward to your participation!

In this webinar, you will learn how to use Business Central and Copilot to automate your workflows, generate reports, and get insights from your data.

· You will also see some of the new features that Business Central and Copilot offer, such as natural language queries, smart suggestions, and interactive dashboards.

· By the end of this webinar, you will be able to use Business Central and Copilot to save time, improve accuracy, and make better decisions for your business.

How Copilot works

· Copilot is an AI assistant that integrates with Business Central and learns from your data and actions.

· You can access Copilot from any device, either by typing or speaking your commands.

· Copilot understands natural language, so you can ask it questions, request tasks, or give feedback in your own words.