Welcome to the Future of Business Operations

Are you ready to revolutionize the way you navigate and utilize Microsoft Business Central? Join us for an exclusive webinar where we will delve into the powerful features of Business Central that can transform your daily tasks and elevate your business efficiency. This session is tailored for professionals seeking to master the art of seamless navigation and personalized interfaces, ensuring that you get the most out of your Business Central experience.

Agenda

· Introduction to Business Central Navigation

· Overview of the user interface

· Key navigation tips and tricks

Searching, Finding, and Drilling Down to Related Information

· Efficient search techniques

· Utilizing filters to narrow down results

· Drilling down for detailed insights

Exporting, Filtering, and Pivoting Information

· Exporting data to Excel and other formats

· Advanced filtering options for data analysis

· Creating pivot tables for comprehensive reports

Asking Copilot for Help

· Introduction to AI-powered assistance

· How to interact with Copilot for real-time support

· Examples of tasks Copilot can assist with

Personalizing the Interface/Role Centers

· Customizing your dashboard

· Setting up role centers for unique needs

· Tips for a user-friendly interface

We look forward to your participation in this informative and engaging session. Register now to secure your spot and take a significant step towards revolutionizing your business operations with Microsoft Business Central.

Join Microsoft & VOX ISM for an exclusive webinar as we delve into the latest advancements in Microsoft ERP, focusing on the Business Central platform. This session is designed for business leaders and IT professionals who are looking to optimize their operations with cutting-edge technology. Discover how Microsoft ERP’s modern features can streamline your processes, enhance productivity, and drive business growth. Don’t miss this opportunity to see firsthand how the integration with Teams, AI recommendations, Power BI, and other tools can transform your business operations.

Agenda

· Welcome and Introduction

· Business Central Navigation & Orientation

· Walkthrough of general business functions

· Illustrate key features

o Calling through Teams

o Email Integration

o Bi-directional Synchronization with Excel

o Power BI Reports

o Modification of Word Documents

o Bank Reconciliation with Copilot

o Finding Information with Copilot

Key Takeaways

· Understand the simplicity and power of Business Central navigation and orientation.

· Explore the seamless integration with Teams for enhanced communication.

· Learn how AI recommendations can help streamline your accounting processes.

· Experience the ease of bi-directional synchronization with Excel for data management.

· Discover the insights provided by Power BI reports.

· See how you can modify Word documents directly within the ERP system.

· Understand the advanced capabilities of reconciliation and information retrieval with Copilot.

We look forward to your participation in this informative and engaging session. Register now to secure your spot and take a significant step towards revolutionizing your business operations with Microsoft ERP.

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.