Roadmap for Business Central
Business Central continues to evolve as Microsoft's cloud ERP platform for small and mid-market organizations. The roadmap emphasizes Copilot and agents, deeper Power Platform integration, better reporting, industry functionality, compliance, scalability, and continuous cloud innovation.
Webinar Agenda
· Business Central release wave model and upgrade cadence
· Copilot and agents for sales orders, payables, expenses, and task management
· Finance, reporting, dimensions, compliance, and audit improvements
· Power Platform, Dataverse, APIs, and integration strategy
· Inventory, supply chain, projects, manufacturing, and service direction
· Localization, tax, e-documents, and regional requirements
· Customer roadmap planning: what to adopt now, next, and later
Creating a Financial Report in Business Central
Finance teams need reports that are accurate, repeatable, and easy to maintain. This webinar walks through how to create financial reports in Business Central, starting with account structures and dimensions and ending with usable income statements, balance sheets, budget comparisons, and Power BI dashboards.
Webinar Agenda
· Overview of Business Central financial reporting options
· Chart of accounts, account categories, and dimensions
· Creating account schedules and financial report definitions
· Building income statements, balance sheets, and variance reports
· Using columns, formulas, comparisons, and filters
· Exporting to Excel and using Excel layouts where appropriate
· Connecting financial data to Power BI dashboards
· Best practices for month-end reporting, security, and version control
GP to BC
This webinar will walk you through the technical aspects of moving from Dynamics GP to Business Central and review the benefits of a modern cloud platform with Microsoft 365 integration, Power BI reporting, Copilot, and continuous innovation.
Webinar Agenda
· Why Microsoft is sunsetting GP and what the timeline means
· Key differences between GP and Business Central
· Migration paths, tools, and planning considerations
· What data moves automatically and what requires manual effort
· Handling customizations, ISV add-ons, reports, and integrations
· Planning the chart of accounts and dimensional reporting model
· Testing, training, cutover, and go-live strategy
· Next step: GP-to-BC assessment and migration roadmap
What's New in Business Central Wave 2
Microsoft releases Business Central updates through structured release waves. This session reviews the latest and planned direction for Business Central, with a practical focus on Copilot and agents, finance, reporting, integrations, usability, and what customers should review before enabling new features.
Webinar Agenda
· How Microsoft Business Central release waves work
· Key investment areas: Copilot, agents, finance, reporting, and productivity
· New and planned AI capabilities for sales orders, payables, expenses, and task management
· Power Platform and Dataverse integration improvements
· Financial management, compliance, and regional enhancements
· User experience, admin, and developer improvements
· How to evaluate new features in sandbox before production rollout
· Upgrade readiness checklist and recommended next steps
Building Business Value Across the Microsoft Stack
VOX ISM Recognized by CIOReview: Building Business Value Across the Microsoft Stack
VOX ISM is proud to be featured in CIOReview’s Microsoft Dynamics 365 Solutions of the Year in Canada 2026, highlighting the company’s commitment to helping organizations realize the full value of Microsoft’s business technology ecosystem.
The article, Building Business Value Across the Microsoft Stack, showcases how VOX ISM has evolved beyond traditional ERP and CRM implementations to become a strategic partner that helps organizations connect, optimize, and modernize their entire Microsoft environment.
Beyond Software Implementation
Today’s businesses rarely operate with a single application. Financial management, customer engagement, collaboration, reporting, automation, and AI are increasingly interconnected. As organizations expand their use of Microsoft technologies, they often struggle with ensuring these systems work together effectively.
The CIOReview article highlights VOX ISM’s unique approach: helping customers align the full Microsoft business environment rather than focusing on a single solution area.
From Microsoft Dynamics 365 Business Central and CRM to Microsoft 365, Teams, Power BI, Power Platform, and Copilot, VOX ISM provides a unified strategy that helps businesses reduce complexity while improving operational efficiency.
As Jim Heaton, President of VOX ISM, explains in the article:
“Most Microsoft partners stay confined to a single segment. VOX ISM has built the capability and expertise to align the full Microsoft business environment.”
Helping Customers Navigate the AI Era
Artificial Intelligence has quickly become one of the most important conversations in business technology. Organizations are exploring how AI can improve productivity, streamline operations, and provide better insights across every department.
The CIOReview feature recognizes VOX ISM’s practical approach to AI adoption through Microsoft Copilot. Rather than focusing on AI for its own sake, VOX ISM emphasizes real-world business scenarios where organizations can achieve measurable value.
Through educational seminars, workshops, and consulting engagements, VOX ISM helps customers understand how Copilot can support everyday business functions such as reporting, meeting preparation, communications, analytics, and process automation.
The company’s focus remains on ensuring AI is implemented responsibly, securely, and in ways that align with specific business objectives.
Industry Expertise That Drives Better Outcomes
One of the key themes highlighted in the CIOReview article is VOX ISM’s deep understanding of business operations.
The firm’s consulting teams include professionals with experience in accounting, finance, supply chain management, warehousing, sales, distribution, and manufacturing. This practical business knowledge allows VOX ISM to bridge the gap between technology and real-world operational requirements.
Rather than simply deploying software, the company works closely with clients to understand processes, identify opportunities for improvement, and deliver solutions that create long-term business value.
This approach has enabled VOX ISM to successfully support organizations across manufacturing, distribution, professional services, and many other industries throughout Canada.
Education as a Competitive Advantage
Technology continues to evolve at an unprecedented pace. Microsoft introduces major platform enhancements and new capabilities several times each year, creating both opportunities and challenges for organizations trying to stay current.
The CIOReview article highlights one of VOX ISM’s most important differentiators: customer education.
VOX ISM hosts approximately 150 educational events annually, helping organizations stay informed about Microsoft’s latest innovations, best practices, and product roadmaps. These sessions cover topics such as Business Central, CRM, Copilot, Power Platform, and other emerging Microsoft technologies.
This ongoing commitment to education helps clients make informed decisions, accelerate adoption, and maximize the return on their technology investments.
A Trusted Microsoft Partner
The recognition from CIOReview reinforces VOX ISM’s long-standing position as a trusted Microsoft partner. For more than two decades, the company has helped organizations modernize business processes, improve visibility, and leverage new technologies to remain competitive.
What sets VOX ISM apart is its commitment to helping customers look beyond individual applications and instead create a connected Microsoft ecosystem that supports growth, productivity, and innovation.
As businesses continue to embrace AI, automation, and cloud technologies, having a partner that understands both technology and business operations becomes increasingly important.
Looking Forward
The future of business technology is increasingly integrated, intelligent, and data-driven. Organizations need more than software implementation—they need guidance, strategy, and a partner that can help them navigate ongoing change.
VOX ISM remains committed to helping customers achieve lasting success across the Microsoft stack through expert consulting, innovative solutions, hands-on training, and a focus on measurable business outcomes.
Being recognized by CIOReview as one of Canada’s leading Microsoft Dynamics 365 solution providers is an honor, and it reflects the dedication of the entire VOX ISM team and the trust of the customers they serve.
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 2026
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