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

Business Central for Distributers

by Doug Heaton

Converting NAV on prem to BC in the Cloud

Plan a successful move from NAV on-premises to Business Central SaaS

Many organizations are still running NAV on-premises. Learn what is involved in moving to Business Central SaaS and how to plan a successful cloud migration — from assessing your current environment and customizations to data migration, training, and post-go-live optimization.

Webinar Agenda

● Why move from NAV to the cloud

● Assessing your current NAV environment

● Managing customizations and ISVs

● Data migration considerations

● Security and compliance improvements

● User adoption and training preparation

● Migration project phases

● Post-migration optimization opportunities

by Doug Heaton

AR and AP Automation

Cut manual data entry across receivables and payables with AI and agents

Accounts receivable and accounts payable are full of repetitive, high-volume work. Learn how Business Central, Copilot, and the Payables Agent automate invoice capture, coding, matching, approvals, and collections — reducing manual effort, speeding up cash flow, and keeping a clear audit trail.

Webinar Agenda

● Where automation delivers the most value in AR and AP

● Capturing and coding vendor invoices with the Payables Agent

● Matching invoices to purchase orders and receipts

● Approval workflows, spending limits, and human oversight

● Processing payments via EFT and reconciling the bank

● Automating customer invoicing, collections, and payment follow-up

● AR/AP dashboards and cash-flow visibility in Power BI

● Controls, auditability, and where to start

by Doug Heaton

Using Business Central for your Month/Year End

Close faster and cleaner with a controlled month-end and year-end process

A smooth close depends on the right steps in the right order. This webinar walks accounting teams through the essential month-end and year-end activities in Business Central — reconciliations, adjustments, closing entries, and reporting — with tips and best practices to ensure an accurate, compliant close, plus where Copilot and AI can save time.

Webinar Agenda

● Overview of the month-end and year-end process in Business Central

● Bank, sub-ledger, and account reconciliations

● Recurring journals, accruals, and adjusting entries

● Inventory, fixed assets, and period-end considerations

● Closing the income statement and opening the new fiscal year

● Financial statements, account schedules, and variance review

● Data integrity, security, and audit-trail considerations

● Using Copilot and AI to streamline close activities

by Doug Heaton

Getting Started with Business Central: Navigation made Easy

Learn to move around Business Central quickly and work more efficiently

This webinar is for new users of Microsoft Dynamics 365 Business Central. Business Central's Role Centers are personalized home screens that show users their most relevant tasks, reports, and information based on their role. We'll show you how to adjust your role screen, navigate the system, and set it up to work best for your company.

Webinar Agenda

● Business Central navigation basics

● Home page and Role Center layout tips

● Using the “Tell Me” search function

● Setting up global actions and shortcuts

● Bookmarking pages for quick access

● Working with lists, views, and filters

● Understanding each Role Center component

● How to switch and personalize roles for better efficiency

by Doug Heaton

Converting NAV on Prem to BC in the Cloud

Many organizations running Microsoft Dynamics NAV are looking to modernize their ERP platform, reduce infrastructure costs, and take advantage of Microsoft's ongoing investment in Business Central. This session demonstrates how Business Central builds on the strengths of NAV while delivering a modern cloud experience, simplified administration, enhanced reporting, Microsoft 365 integration, and AI-powered productivity tools.

· Why organizations are moving from NAV to Business Central

· Discover what's new while preserving the functionality your team already relies on

· See the modern Business Central user experience and productivity improvements

· Learn how Microsoft migration and upgrade tools simplify the transition process

· Explore cloud benefits including automatic updates, security, mobility, and scalability

· Understand how Business Central extends NAV with Copilot, Power BI, Teams, Outlook, and Microsoft 365 integration

· Review common migration strategies, customization considerations, and best practices

· Learn from VOX ISM's experience helping organizations successfully transition to the cloud

Demo Focus

1. NAV versus Business Central user experience

2. Web, mobile, and remote access

3. Outlook and Teams integration

4. Copilot inside Business Central

5. Power BI dashboards and reporting

6. Modern personalization and role centers

7. Microsoft migration tools and upgrade approach

8. Cloud administration, security, and automated updates

Key Takeaway: Business Central delivers everything organizations value in NAV while providing a modern cloud platform with AI, automation, Microsoft 365 integration, and continuous innovation from Microsoft.

by Doug Heaton