Elevate your Financial Process with Business Central

Microsoft Dynamics 365 Business Central provides a comprehensive solution to streamline and optimize your financial processes. From automating routine tasks to gaining actionable insights through advanced reporting, this powerful tool helps businesses stay ahead in a competitive marketplace. Having good financial processes is critical for business success. It streamlines activities, provides critical information, and helps with decision-making. Effective financial management also assists in monitoring cash flow, making budget decisions, and expanding a business. See why Microsoft Business Central is the key to your success.

Webinar Agenda

· Introduction to Business Central: Key Features and Benefits

· Automating Financial Tasks for Increased Efficiency

· Improving Accuracy in Financial Reporting

· Insights Through Real-Time Financial Analytics

· What is new in 2025 (Copilot, 69 new Power BI dashboards, Tariffs)


How a Canadian Manufacturer saved 1000 Hours with Microsoft

One Canadian manufacturer was drowning in scrap, disconnected systems, and slow feedback loops. Engineering lacked visibility, finance spent hours in spreadsheets, and improvement decisions were always reactive. Then they implemented Microsoft Dynamics 365 Business Central — and everything changed. They cut scrap by 18%, automated critical reports, and saved over 1,000 hours annually across finance and operations. In this session, we’ll show you how.

Agenda:

· Business Central in action: finance meets operations

· The scrap problem: Why you should care

· How better data drives better design

· Real-time insight → faster decisions → less waste

· Key takeaways for finance leaders and operations managers

· What is new in 2025 (Copilot, 69 new Power BI dashboards, Tariffs)


Voip with Microsoft Teams

Replace VOIP with Microsoft Teams
Replace PBX servers, maintenance, and additional licensing fees with Microsoft Teams. You can integrate it into your existing phone network or transition entirely to the cloud using PCs, smartphones, and headsets. This webinar will showcase the key features of the Teams calling system and highlight its integration with Outlook, CRM, Teams chat, and more.
Agenda
  • Features: Call management, voicemail, cloud calling.
  • Integration: Teams, Dynamics 365, Business Central
  • Benefits: Cost efficiency, scalability, productivity boost.
  • Steps: Assess needs, choose plans, train employees.
Next Steps
  • Explore Teams VOIP plans.
  • Request a consultation/demo.
  • Plan your transition.
  • Contact us for details.


Quote to Delivery: Business Central for Distributors

Introduction

Distributors often struggle with inefficiencies, delays, and lost opportunities due to challenges like complex inventory systems, inaccurate quotes, and poor coordination. This webinar reveals how Microsoft Dynamics 365 Business Central resolves these issues and will save your office staff 30% of their time.

Distributor Lifecycle Walkthrough

· Estimate: Calculating cost of product and impact of tariffs.

· Quote: Real-time quotes with integrated pricing.

· Contract: Simplified contract tracking.

· Forecast: Predict sales and inventory needs.

· MRP for Procurement: Automate timely procurement.

· Warehouse Management: Optimize inventory movement and storage.

· Orders through EDI: Streamlined order processing via EDI.

· Pick/Pack/Ship: Efficient and accurate fulfillment.

· What is new in 2025 (Copilot, 69 new Power BI dashboards, Tariffs)


Financial Reporting for CFO's

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


Warehouse Management is Easy with Business Central

Discover how easy is it to run a warehouse with Business Central. Eliminate errors, increase speed and accuracy with Business Central’s warehouse management systems.

Agenda

· Introduction: Objectives and focus.

· Inventory Setup: Locations, bins, zones.

· Receiving & Put-away: Purchase order to receipt.

· Pick & Ship: Sales order to shipment.

· Cycle Counting: Journals, spot checks.

· Mobile Integration: WMS tools and scanners.

· What is new in 2025 (Copilot, 69 new Power BI dashboards, Tariffs)


Still Using Spreadsheets for Consolidation? There’s a Better Way

Manual consolidation using spreadsheets often causes significant challenges, including data entry errors, version control nightmares, and insufficient auditing and security measures. This webinar will explore these pain points and introduce how Business Central’s capabilities can revolutionize financial consolidation and reporting.

Agenda

· Key challenges in spreadsheet consolidation.

· Business Central Overview: Consolidation, multi-company, and intercompany features.

· Master data integration and streamlined workflows.

· Reporting Tools: Standard report writing and Power BI capabilities.

· Auditing and Security

· New tools for 2025 – 69 new Power Bi dashboards, Copilot, Tariffs


Quickbooks to Microsoft Business Central

Outgrowing QuickBooks can limit your business’s potential due to challenges in multi-entity support, inventory management, audit controls, and scalability, often leading to inefficiencies and risks.

Webinar Agenda

  • Why Businesses Outgrow QuickBooks
  • Challenges with scalability, inventory, and audit controls
  • Manual workarounds and inefficiencies
  • What is new in 2025 (Copilot, 69 new Power BI dashboards, Tariffs)

Migration to Business Central

  • Steps and best practices
  • Timeline and resources
  • Business Central Walkthrough
  • Key features, real-time reporting, and integrations

Benefits of Business Central

  • Automation, scalability, and cloud ERP capabilities


Streamline Business Central Accounting with Copilot

Accounting shouldn’t be a hassle. Join us to discover how Copilot in Business Central can automate repetitive tasks, improve accuracy, and save you time.

Welcome & Introduction

  • Overview of Business Central and the power of Copilot in finance

Copilot Overview

  • How AI is integrated into Business Central for real-time, role-based assistance

Key Accounting Use Cases

  • Natural language queries
  • Transaction summaries
  • Invoice creation and posting suggestions
  • Bank reconciliation help
  • AI-generated financial reports

Live Demo / Feature Walkthrough

  • Real examples of Copilot in action
  • What is new in 2025 (69 new Power BI dashboards, Tariffs)

Key Benefits for Finance Teams

  • Boost productivity, accuracy, and decision-making

Best Practices & Considerations

  • Prompting tips, security, and rollout advice


A Walkthrough of Microsoft Business Central for Accountants

In this webinar, Microsoft & VOX ISM will cover essential aspects of Microsoft Business Central, including best practices for AR and AP departments, financial management, and automated invoicing processes, tailored specifically for accountants.

  • Welcome and Introduction
    • Overview of Business Central for Accounting
    • Introduction to Microsoft Business Central and its relevance for accountants.
  • Automated AP Invoicing and 3-Way Matching
    • Demonstration of automated accounts payable invoicing and the 3-way matching process.
  • Credit and Collection
    • Best practices for managing accounts receivable, credit, and collections.
  • Reconciliation at Month-End
    • Steps and tools for efficient month-end reconciliation.
  • Financial Statements
    • Generating and analyzing financial statements within Business Central.
  • Copilot for Finance
    • Introduction to Copilot for Finance, its key features, and benefits.
  • Other Tools to help Accountants
    • Automate repetitive tasks to save time and reduce workload.
    • Make informed decisions with AI-powered data analysis.
    • Streamline processes while maintaining regulatory standards.
    • Minimize mistakes with automated tools and smart workflows.
    • Free up time for accountants to focus on strategic initiatives using Power BI