NAV to BC Cloud

This session covers the journey from Microsoft Dynamics NAV to Dynamics 365 Business Central Cloud, explaining why Microsoft is pushing cloud ERP, what changes technically and functionally, and how organizations can migrate safely while modernizing processes, improving security, and positioning for future innovation.

Agenda:

· Why move from NAV to Business Central Cloud

· NAV support status and long-term risk

· Key differences between NAV and BC

· What changes in the cloud vs on-prem

· Data migration and historical data strategy

· Customizations and extension approach

· Reporting and integrations after migration

· Security, access, and identity changes

· Testing, validation, and user readiness

· Common migration pitfalls to avoid

· Timeline and migration approach options

· Post-go-live optimization opportunities

· Key takeaways and next steps

by Doug Heaton

Roadmap for BC

This session walks through the Dynamics 365 Business Central product roadmap, explaining Microsoft’s release wave model, the key investment areas shaping the platform, and what customers should expect next across Copilot, AI agents, reporting, integrations, and core ERP capabilities, based on Microsoft’s published release plans and roadmap guidance.

Agenda:

· How the Business Central roadmap is structured

· Release waves and delivery cadence

· What “planned vs released” really means

· Major investment areas from Microsoft

· Copilot evolution in Business Central

· Autonomous agents and process automation

· Reporting, analytics, and Power BI direction

· Finance and operations enhancements

· Manufacturing, supply chain, and ecommerce focus

· Platform, extensibility, and Power Platform alignment

· What customers should plan for next

· Key takeaways and next steps

by Doug Heaton

Moving From Accounting to ERP

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 for Accountants: A Live Walkthrough

Moving from accounting software to a full ERP like Business Central represents a shift from recording the business to running the business. Instead of disconnected tools and after‑the‑fact reporting, ERP brings finance, operations, and insight together in a single system—supporting growth, control, and better decision‑making as complexity increases.

Agenda

• From GL to end‑to‑end processes – finance connected to sales, purchasing, inventory, and projects
• Single source of truth – shared data across departments, not siloed systems
• Operational visibility – real‑time insight instead of period‑end surprises
• Process automation – reduce manual entry, reconciliations, and rework
• Scalable structure – handle growth without bolting on more tools
• Controls & governance – role‑based access, approvals, and auditability
• Built for decision support – ERP informs actions, not just records outcomes

by Doug Heaton

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

by Doug Heaton

NAV to BC Cloud

In this session, you’ll learn what it takes to move from Microsoft Dynamics NAV to Dynamics 365 Business Central in the cloud. We’ll walk through the advantages of the cloud platform, the technical and functional changes you can expect, and the steps involved in planning a smooth upgrade or re-implementation. Whether you’re evaluating your options, preparing for an upgrade, or looking to modernize your operations, this webinar will give you a clear, practical understanding of how to transition to Business Central Cloud with confidence.

Agenda Bullets:

· Why move from NAV to Business Central Cloud

· Understanding the cloud architecture, updates, and security

· What changes for users: interface, features, and productivity tools

· What changes for IT: extensions, customizations, integrations

· Upgrade paths vs. re-implementation: choosing the right approach

· Data migration, environment setup, and testing considerations

· Ongoing benefits: automation, Copilot, mobility, and scalability

by Doug Heaton