CFO Financial Reporting and Dashboards
CFOs today are stuck wasting time wrestling data out of outdated systems, manually updating spreadsheets, and working without real-time visibility. The result? Delayed decisions, missed opportunities, and no clear path to scale. Join us for “Financial Reporting for CFOs” and see how Microsoft Dynamics 365 Business Central gives finance leaders the tools they need to move from reactive reporting to strategic insight — fast.
Agenda
• Introduction to Business Central
◦ Real-time visibility
◦ Integrated Accounting
◦ Faster Month-End Close
◦ Scenario Planning and Forecasting
• Financial dashboards – 69 new Power BI Dashboards
• Trial balance / P&L drilldowns
• Budgeting and forecasting tools
• Export to Excel and Power BI integration
• Tariffs update
• Microsoft Copilot, saves 30% of your accounting time in 2025
Business Central - Quote to Cash
Join Microsoft & VOX ISM for a free online training webinar, “Business Central – Quote to Cash,” to learn how Microsoft Dynamics 365 Business Central optimizes sales and financial workflows. This session offers actionable tips for accountants, sales professionals, and business leaders on accelerating sales, increasing efficiency, and improving cash flow with digital solutions. Discover how top organizations enhance their order-to-cash process to stay competitive.
Webinar Agenda
• Overview of Business Central and Orientation for New Users
• Entering Quote, converting to Order
• Ship and Invoice
• Procure and Pay
• Pick and Consume
• Monitor financial performance
• Dashboards and Insights
Business Central: Year End Process for Accountants
Master the year-end closing process in Business Central with expert tips to save time, improve accuracy, and avoid common pitfalls.
Agenda + Tips & Tricks
Pre-Close Preparation
◦ Tip: Run the Trial Balance and compare to prior periods early to catch discrepancies.
◦ Tip: Use Account Schedules for quick variance analysis instead of exporting to Excel.
Inventory & Cost Adjustments
◦ Tip: Schedule Adjust Cost – Item Entries as a recurring job to ensure COGS accuracy.
◦ Tip: Run Inventory Valuation before closing to confirm item costs match G/L.
Foreign Currency Adjustments
◦ Tip: Automate Adjust Exchange Rates with recurring jobs to avoid manual errors.
◦ Tip: Validate exchange rate tables before posting adjustments.
Fixed Assets & Accruals
◦ Tip: Use Recurring General Journals for monthly accruals so year-end is just a review.
◦ Tip: Post Depreciation before closing to avoid mismatched balances.
Close Income Statement
◦ Tip: Preview the Close Income Statement batch job before posting to confirm retained earnings account.
◦ Tip: Run in a sandbox first if you’re unsure—easy rollback.
Lock Posting Periods
◦ Tip: Set “Allow Posting From/To” dates immediately after closing to prevent backdated entries.
◦ Tip: Use User Posting Restrictions for extra control.
Reporting & Compliance
◦ Tip: Use Dimensions for detailed reporting—filter by department or project for clean financials.
◦ Tip: Archive posted documents for audit readiness using Document Archiving.
Year-End Checklist
◦ Backup database before closing.
◦ Validate all subledgers (AP, AR, Bank, Inventory).
◦ Confirm fiscal year setup for next period.
Project Management Software
Project Operations brings delivery, resourcing, and financials together into a single, connected experience. Instead of managing projects across disconnected tools, teams gain real-time visibility into timelines, costs, utilization, and outcomes—helping organizations deliver projects profitably, predictably, and at scale.
Agenda
• End-to-end project lifecycle – plan, execute, track, and close in one platform
• Integrated project financials – budgets, actuals, revenue, and margins in real time
• Resource management – skills-based staffing, utilization, and capacity planning
• Project execution & tracking – tasks, milestones, dependencies, and progress
• Time & expense capture – streamlined entry tied directly to projects and billing
• Billing & revenue recognition – flexible models (T&M, fixed price, milestones)
• Forecasting & visibility – cost, revenue, and delivery projections across projects
• Power Platform extensibility – tailor processes without breaking upgrades
GP to BC
Moving from Dynamics GP to Business Central is not just a technical upgrade—it’s a shift from on-premise, transaction-focused ERP to a modern, cloud-first platform designed for agility, visibility, and growth. The conversion modernizes finance and operations while reducing infrastructure burden and unlocking continuous innovation through Microsoft’s ecosystem.
Agenda
• Why GP to BC, and why now – lifecycle, risk, and opportunity
• What actually changes – platform, processes, and user experience
• Conversion paths & options – cloud vs on-prem, scope choices, timing
• Data migration strategy – what moves, what doesn’t, and why
• Common pitfalls & surprises – real-world issues to plan for
• Change management & adoption – preparing users for the shift
• Next steps & readiness checklist – how to assess if you’re ready
Eliminate C & D Drives With SharePoint
This session is on eliminating local C and D drives by moving file storage to SharePoint and OneDrive, showing how Microsoft 365 enables centralized, secure, and accessible document management while reducing reliance on local machines and file servers.
Agenda:
• Why organizations eliminate local C and D drives
• Risks of local storage and file servers
• SharePoint vs OneDrive roles and use cases
• Structuring SharePoint sites and document libraries
• Migrating files from local drives
• Syncing files to user devices
• Accessing files from anywhere and any device
• Sharing and collaboration best practices
• Security, permissions, and version history
• Backup, retention, and recovery considerations
• User adoption and change management
• Key takeaways and next steps
Moving From Accounting to ERP
This walkthrough demonstrates core accounting processes in Microsoft Dynamics 365 Business Central, focusing on Accounts Payable (AP), Accounts Receivable (AR), General Ledger (GL), and month-end tasks. It also highlights integration with Copilot, Excel, and Power BI for reporting and automation.
• Navigation & Role Center: Accountant dashboard, shortcuts, and personalization
• Accounts Payable: Create POs, match invoices, process vendor payments
• Accounts Receivable: Sales orders, invoicing, customer payments
• Bank & Reconciliation: Deposits, bank statement matching
• General Journals: Recurring entries, allocations, Excel integration
• Financial Reporting: Statements, dimensions, export to Excel/Power BI
• Copilot Features: AI-assisted reconciliation, quick insights
Running a Sales Department with CRM
This session reviews the Dynamics 365 CRM roadmap (Customer Engagement), explaining Microsoft’s release wave model and highlighting what’s coming across Sales and Customer Service, with a focus on Copilot, AI agents, automation, and analytics so organizations can plan adoption and prioritize the features that deliver the most business value.
Agenda:
· How the Dynamics 365 release wave model works
· Understanding planned vs released features
· Overall CRM investment areas from Microsoft
· Sales roadmap and Copilot direction
· AI agents for sellers and pipeline execution
· Embedded insights and next-best actions
· Customer Service roadmap and agentic support
· Case management and routing enhancements
· Analytics, dashboards, and research experiences
· Platform, security, and governance considerations
· How to plan pilots and phased rollout
· Key takeaways and next steps
AR and AP Automation
This walkthrough demonstrates core accounting processes in Microsoft Dynamics 365 Business Central, focusing on Accounts Payable (AP), Accounts Receivable (AR), General Ledger (GL), and month-end tasks. It also highlights integration with Copilot, Excel, and Power BI for reporting and automation.
· Navigation & Role Center: Accountant dashboard, shortcuts, and personalization
· Accounts Payable: Create POs, match invoices, process vendor payments
· Accounts Receivable: Sales orders, invoicing, customer payments
· Bank & Reconciliation: Deposits, bank statement matching
· General Journals: Recurring entries, allocations, Excel integration
· Financial Reporting: Statements, dimensions, export to Excel/Power BI
· Copilot Features: AI-assisted reconciliation, quick insights
Business Central Projects and Costing
Learn how Microsoft Dynamics 365 Business Central optimizes sales and financial workflows. This session offers actionable tips for accountants, sales professionals, and business leaders on accelerating sales, increasing efficiency, and improving cash flow with digital solutions. Discover how top organizations enhance their order-to-cash process to stay competitive.
Webinar Agenda
· Overview of Business Central and Orientation for New Users
· Entering Quote, converting to Order
· Ship and Invoice
· Procure and Pay
· Pick and Consume
· Monitor financial performance
· Dashboards and Insights