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

by Doug Heaton

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

by Doug Heaton

Using Microsoft Business Central for your Month End and Year End

Learn actionable steps to streamline month-end and year-end closing using Microsoft Dynamics 365 Business Central, reducing manual work and improving accuracy. Whether you’re a seasoned accountant or new to Business Central, discover how to leverage Microsoft Copilot and AI to streamline your workflows and enhance accuracy during the critical year-end period.

Agenda

· Automate Recurring Journals: Use Recurring General Journals for accruals and depreciation

· Leverage Account Schedules for Financial Reporting: Build custom account schedules for P&L and Balance Sheet

· Use Dimensions for Accurate Analysis: Apply dimensions (e.g., department, project) for granular reporting

· Bank Reconciliation Automation: Import bank statements and use automatic matching

· Inventory Valuation & Aging Reports: Run reports before closing to ensure accurate COGS

· Close Income Statement Accounts: Use the Close Income Statement batch job to transfer net income to retained earnings

· Lock Posting Periods: Prevent backdated entries by closing periods once reconciled

· Year-End Checklist: Adjust Exchange Rates, archive posted documents, backup database

· Utilizing Microsoft Copilot and AI for efficiency

· Data integrity, security, and compliance considerations

A smooth month-end and year-end close starts with the right process and the right tools. This session will equip you with a clear checklist, practical techniques, and automation strategies to close your books faster, with fewer errors and greater confidence. Join us to transform your close process and take advantage of everything Business Central has to offer.

by Doug Heaton

Creating Financial Reports in Business Central

CFOs and financial leaders need real-time visibility into the numbers that drive their business. This session shows how Microsoft Business Central’s built-in financial reporting tools — combined with Power BI and Copilot — deliver customizable financial reports, executive dashboards, and AI-driven insights, giving you the tools to make faster, more confident decisions.

Agenda

· Financial reporting in Business Central: account schedules and financial statements

· Building custom financial reports without developer support

· Power BI dashboards for cash flow, profitability, and budget variance

· Automating month-end and year-end reporting

· Consolidating multi-company financials

· Copilot for financial analysis and anomaly detection

· KPI tracking and executive scorecards

· Comparing Business Central reporting to traditional tools (Excel, legacy ERP)

Take control of your financial data and move beyond spreadsheets. This session will show you how to build, customize, and automate the reports your leadership team needs — all from within the tools you already use. Whether you’re looking to streamline your close process, improve visibility, or modernize your reporting stack, this webinar will give you a clear path forward.

by Doug Heaton

A Walkthrough of Microsoft Business Central for Accountants

Accounting professionals need tools that are accurate, efficient, and easy to navigate. In this live webinar, we’ll walk through the core accounting functions in Microsoft Business Central, focusing on Accounts Receivable, Accounts Payable, Copilot, and the General Ledger. You’ll see real transactions in action, learn how to handle common month-end tasks, and get a clear view of how everything ties back to your financials.

Agenda

· 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

· Month-end activities and reconciliations

· Tips for maintaining clean, accurate books

Whether you’re evaluating Business Central for the first time or looking to get more out of your current setup, this walkthrough will give you a clear picture of how the platform supports day-to-day accounting operations. Join us to see the system in action and discover how Copilot and modern integrations are making accounting faster, easier, and more accurate.

by Doug Heaton

Workflows in Business Central

Business Central includes built-in workflow capabilities designed to automate repetitive tasks and streamline approval processes across your organization. In this session, we’ll walk through how to configure and manage approval workflows inside Business Central — from setting up users and triggers to handling escalations and delegation. We’ll also explore the limitations of the native workflow tool and when to extend your automation using Power Automate.

Agenda

· Understanding Workflow vs. Business Process Automation

· What Business Central Workflow does: sequential triggers, delegation, escalation, and notifications

· Setting up Approval Users and Approval Chains

· Configuring Workflow Templates and Triggers

· Working with Notifications and Email Setup

· Handling Purchase Order and Sales Order Approvals

· Limitations of Business Central Workflow (parallel approvals, batch processing, Out of Office sync)

· Introduction to Power Automate for Advanced Workflow Scenarios

· Live Demo: Setting Up a Purchase Order Approval Workflow

By the end of this session, you’ll have a clear understanding of how to implement and manage approval workflows in Business Central, know where the native tool fits — and where Power Automate picks up. Whether you’re just getting started with approvals or looking to tighten up your existing process, this webinar will give you the practical knowledge to move forward with confidence.

by Doug Heaton

NAV to BC Cloud

Microsoft Dynamics NAV served your business well, but it's time to move to the cloud. This session covers the journey from NAV to Dynamics 365 Business Central online — including migration planning, data migration tools, and how to take advantage of modern features like Copilot, Power BI, and cloud-based integrations.

Agenda

· Why move from NAV to Business Central cloud

· Understanding the NAV-to-BC migration path and supported versions

· Using the cloud migration tool for data replication

· Handling C/AL customizations and converting to AL extensions

· Planning for ISV add-ons and third-party integrations

· New capabilities in Business Central cloud vs. on-premise NAV

· Go-live planning, testing, and cutover strategy

· Post-migration: leveraging Copilot, Power BI, and modern integrations

by Doug Heaton