A Walkthrough of Business Central from Quote to Cash

Join Microsoft & VOX ISM for a free online training webinar, “Business Central – Quote to Cash,” to 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

Data Loss Prevention

Common causes & effects of Data Loss

What is Data Loss Prevention/DLP Software

How to implement a Data Loss Protection Plan:

• People, Process and Technology, Zero-Trust Policies, using tools you already own, End-point Protection, ect.
• Using Copilot for Microsoft 365 to Improve your Security DLP best practices

Data Loss Protection/DLP Software”

• Kinds of DLP Software & Features
• Top Data Loss Protection Tools
• Microsoft’s DLP Solution
• VOX ISM Tools to help you secure your systems

by Doug Heaton

Software for Service Organization

In this session, we’ll explore how Dynamics 365 provides a complete, end-to-end platform for service organizations that deliver projects, manage field operations, support customers, and drive long-term relationships. We’ll walk through how Dynamics 365 Project Operations, Field Service, Customer Service, and Customer Insights work together to manage resources, track project profitability, streamline service delivery, and personalize every customer interaction. Whether your organization delivers professional services, technical services, installation projects, or ongoing support, this webinar shows how the Dynamics 365 suite brings all aspects of the service lifecycle into one integrated system.

Agenda Bullets:

· How Dynamics 365 supports end-to-end service delivery across the entire lifecycle

· Managing project planning, resources, budgets, and profitability in Project Operations

· Scheduling technicians, managing work orders, and optimizing field operations in Field Service

· Delivering fast, connected support experiences with Customer Service

· Understanding customers and improving engagement using Customer Insights

· Integrating sales, service, project execution, and billing into one unified platform

· Real-time dashboards for performance, utilization, service KPIs, and customer outcomes

by Doug Heaton

CFO and Accounting Software in 2026

In this session, we’ll show CFOs, Controllers, and finance leaders how Microsoft Dynamics 365 Business Central delivers a modern financial system designed for 2026 and beyond. We’ll explore how Business Central streamlines accounting operations, strengthens financial controls, enhances reporting, and unifies data across the business. Attendees will see how real-time insights, AI-assisted workflows, integrated budgeting, and audit-friendly processes help finance teams work faster, reduce errors, and make smarter decisions. Whether you want to modernize outdated accounting systems or support your organization’s growth, this webinar highlights why Business Central is the financial core for the next generation of digital finance.

Agenda Bullets:

· Core financial management capabilities in Business Central for 2026

· Automating AP, AR, bank reconciliation, and period close

· Strengthening internal controls, audit trails, and compliance

· Real-time reporting, dashboards, and advanced analytics

· Integrating operations, sales, projects, and inventory with finance

· AI-driven forecasting, variance analysis, and anomaly detection

· Streamlining budgeting, cost allocation, and multi-entity consolidation

· Best practices for CFOs adopting Business Central as their financial system of record

by Doug Heaton

Advanced Manufacturing

In this session, we’ll explore how Microsoft Dynamics 365 Business Central supports the complex needs of automation companies and advanced manufacturers who deliver capital equipment, engineered solutions, and project-based manufacturing. We’ll walk through how Business Central handles end-to-end project control—from estimating and engineering to scheduling, production, purchasing, labor, and cost tracking. Attendees will see how the system provides real-time visibility into project performance, integrates engineering and manufacturing workflows, and simplifies financial oversight. Whether you build automation systems, custom machinery, industrial equipment, or engineered-to-order solutions, this webinar shows how Business Central can streamline operations and help you deliver projects on time and on budget.

Agenda Bullets:

· How Business Central supports project-based and engineer-to-order manufacturing

· Managing project estimates, budgets, revisions, and profitability

· Tracking materials, labor, subcontracting, and engineering time in real time

· Production orders for capital equipment: configuration, scheduling, and capacity

· Integrating engineering changes and BOM revisions into the project workflow

· Using planning tools for material requirements, purchasing, and shop scheduling

· Handling change orders, scope adjustments, and project cost impacts

· Real-time dashboards for project performance, costs, and margins

· Best practices for automation and equipment manufacturers using Business Central

by Doug Heaton

A walkthrough of Business Central for Accountants

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

What is new in Business Central in 2026

Join us for an insightful webinar, “What’s New in Business Central in 2026,” where we’ll dive into the newest features, enhancements, and AI-driven capabilities transforming the Dynamics 365 Business Central experience. Whether you’re an accountant, business leader, or IT professional, this session will help you discover how the 2026 release can streamline your workflows, boost productivity, and strengthen security. Don’t miss this opportunity to stay ahead of the curve and maximize the value of your ERP investment!

· Overview of Business Central

· E-documents

· Payable and Sales Agents

· Dataverse Improvements

· Quality Modules

· New Power BI Reports

by Doug Heaton

Business Central, Year End Process for Accountants

Join our upcoming webinar focused on the Year End Process for Accountants using Business Central. In this concise session, we will guide you through essential steps, tips, and best practices to ensure a smooth and compliant year-end close. 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.

· Overview of Year End Process in Business Central

· Key tasks and best practices for closing the fiscal year

· Utilizing Microsoft Copilot and AI for efficiency

· Data integrity, security, and compliance considerations

by Doug Heaton

Business Central - Quote to Cash

Join our webinar, “Business Central – Quote to Cash,” to 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