Business Central: Year End Process

A controlled, accurate close of the fiscal year

For accounting teams responsible for an accurate and controlled fiscal year-end in Business Central. Follow the close in sequence, understand what can be completed before the final day, and retain a defensible audit trail.

WHAT YOU WILL LEARN

● Build a sequenced close plan with owners, dependencies, deadlines, and review points

● Complete subledger, bank, inventory, fixed asset, and general ledger reconciliations

● Post accruals and adjustments, close income statement accounts, and control posting dates

● Live demonstration: run the close process and trace the resulting entries and audit history

● Takeaway: a reusable Business Central year-end checklist with control sign-offs

by Doug Heaton

GP to Business Central

Protect your investment and gain a modern cloud ERP

For Dynamics GP customers deciding whether, when, and how to move to Business Central. Replace the generic product comparison with a migration decision framework based on processes, data, integrations, reporting, people, and risk.

WHAT YOU WILL LEARN

● Identify the business, support, security, and technology triggers for change

● Separate what should be migrated, redesigned, replaced, integrated, or archived

● Compare phased and single-cutover approaches using cost, risk, and disruption

● Live demonstration: show how a familiar GP finance process differs in Business Central

● Takeaway: a GP migration discovery checklist and readiness scorecard

by Doug Heaton

CFO Financial Reporting and Dashboards

Move beyond traditional financial statements

For CFOs, controllers, and finance leaders who need faster explanations—not just more reports. Learn how to design a small reporting package that connects financial statements, operational drivers, and accountable follow-up.

WHAT YOU WILL LEARN

● Define the decisions, KPIs, comparisons, and level of detail leaders actually need

● Use dimensions and reporting structures to create consistent management views

● Combine financial statements, variance explanations, and operational drivers

● Live demonstration: move from an executive KPI to the underlying Business Central transaction

● Takeaway: a monthly finance-pack blueprint and dashboard governance checklist

by Doug Heaton

Business Central for Accountants: A Live Walkthrough

Core accounting functions, demonstrated with real transactions

For controllers, accountants, bookkeepers, and finance managers evaluating or adopting Business Central. Follow representative payables, receivables, and general ledger transactions through posting, reconciliation, and audit review.

WHAT YOU WILL LEARN

● Understand how posting groups and dimensions shape the resulting entries

● Process a vendor invoice from receipt and matching through approval and payment

● Trace customer and vendor activity into subledgers and the general ledger

● Live demonstration: investigate a posting, correct an error, and complete a reconciliation

● Takeaway: a finance process checklist and questions to use during solution evaluation

by Doug Heaton

Walkthrough of Business Central

From quote to financials in one end-to-end cycle

For prospective users and business leaders who want to understand how Business Central connects daily operations to financial results. Follow one transaction story instead of watching a disconnected feature tour.

WHAT YOU WILL LEARN

● Navigate role centres, lists, cards, search, personalization, and drill-downs

● Follow a customer order through inventory or production, shipment, and invoicing

● See purchasing, receiving, vendor invoicing, and payment in the same business cycle

● Live demonstration: trace posted transactions from operational documents to the general ledger

● Takeaway: an end-to-end process map and evaluation questions for your own business

by Doug Heaton

Business Central for Project Management

Plan, track, and bill projects with complete financial visibility

For project managers, finance teams, and services leaders who need reliable visibility into budget, effort, billing, and margin. Follow one project from estimate through delivery and profitability review.

WHAT YOU WILL LEARN

● Structure projects, tasks, resources, and planning lines for usable reporting

● Capture time, expenses, purchases, and commitments against the plan

● Choose billing and work-in-process methods that match the commercial model

● Live demonstration: review budget versus actual, post billing, and analyze margin

● Takeaway: a project setup checklist and month-end control routine

by Doug Heaton

CFO Financial Reporting and Dashboards

Finance leaders need timely, accurate information to make confident decisions. Join us for a live walkthrough of Business Central’s financial reporting capabilities and discover how standard reports, customized financial statements, and Power BI dashboards can provide deeper insight into your organization’s performance.

What We’ll Cover:

· Standard financial reports available in Business Central

· Creating customized financial statements and management reports

· Using dimensions for departmental, location, and business unit reporting

· Budgeting, forecasting, and variance analysis

· Financial KPIs and executive dashboards

· Power BI integration and out-of-the-box dashboards

· Drill-down from dashboard metrics to underlying transactions

· Turning financial data into actionable business insights

· Live Q&A with our Business Central experts

Outcome: Learn how to move beyond traditional financial statements and provide executives with the dashboards and insights needed to make faster, more informed business decisions

by Doug Heaton

NAV to GP

Move from Dynamics GP to the modern Microsoft cloud ERP platform

Moving from Dynamics GP to Business Central is not just a technical upgrade; it is a shift from an on-premise, transaction-focused ERP system to 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

by Doug Heaton

Workflows with Business Central

Automate approvals and routine processes with built-in workflow

Business Central includes built-in workflow capabilities designed to automate repetitive tasks and streamline approval processes across your organization. We'll walk through how to configure and

manage approval workflows — from setting up users and triggers to handling escalations — and where to extend automation with Power Automate.

Webinar Agenda

● Understanding workflow vs. business process automation

● What Business Central workflow does: triggers, delegation, and escalation

● 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 native workflow and when to use Power Automate

● Live demo: setting up a purchase order approval workflow

by Doug Heaton