Maximize Your Financial Planning and Analysis Capabilities

Using budgeting and forecasting in Business Central is crucial for businesses aiming to achieve financial stability and strategic growth. By leveraging these tools, organizations can create detailed financial plans that align with their business objectives, allowing for more accurate predictions of future financial performance. Budgeting helps in setting financial targets, controlling costs, and ensuring that resources are allocated efficiently. Forecasting, on the other hand, enables businesses to anticipate market trends, adjust strategies proactively, and make informed decisions based on historical data and predictive analytics. Together, these processes support effective financial management, improve cash flow planning, and enhance overall organizational agility, thus driving better business outcomes.

Agenda

· G/L Budgeting Fundamentals

· Overview of G/L Budgeting

· Creating and Managing G/L Budgets

· Customer Sales Budgeting

· Understanding Customer Sales Budgets

· Utilizing Copilot for Sales Budgeting

· Strategic Forecasting

· Introduction to Forecasting Techniques

· Using Historical Data for Accurate Forecasts

· Conclusion and Q&A

By the end of this concise webinar, you will have a foundational understanding of how to elevate your budgeting, forecasting, and reporting capabilities using Copilot for Microsoft 365 in Business Central. We look forward to your participation!

Are you new to Business Central and eager to master inventory control? Or are you an experienced user looking to enhance your existing skills? This webinar is designed for both newcomers and seasoned warehouse professionals, providing a comprehensive overview of inventory management within Business Central. We will delve into essential tips and tricks to optimize your inventory control processes, ensuring you can efficiently manage your stock and streamline your operations.

Agenda

· Introduction to Inventory Control in Business Central

· Setting Up and Configuring Inventory

· Managing Stock Levels and Replenishment

· Tracking Inventory Movements

· Utilizing Inventory Journals and Adjustments

· Implementing Lot and Serial Number Tracking

· Analyzing Inventory Data and Trends

· Best Practices for Inventory Reporting

· Using Copilot to help make better decisions and analysis

Welcome to the CFO Round Table

Hosted by VOX ISM and SBA, with content tailored to CFOs.
Join us for the CFO Round Table in-person seminar on Business Central, taking place at the Living Arts Centre on October 8th, from 1:00 PM to 2:30 PM EST in the Mississauga Room.

Seminar Highlights

In this session, we will demonstrate how Business Central can:

• Streamline your financial operations
• Improve reporting accuracy
• Enhance efficiency in Accounts Receivable (AR) and Accounts Payable (AP) departments

We’ll also discuss the following topics:

• The benefits of the cloud, including security, privacy, and compliance.
• How to transition from Excel and QuickBooks to a modern, comprehensive system.

CFO-Centric Insights

As a CFO, you’ll appreciate our integration with Power BI and the ease of turning data into insights. We’ll showcase how Microsoft AI Copilot can automatically generate reports and charts to further streamline your work.

Upgrading to Business Central is a strategic move that enhances:

• Efficiency
• Security
• Data usability

Today, we will explore these benefits and guide you through a smooth transition.

Thank you for joining us. We look forward to an engaging session.

Event Agenda

Category:
Copilot

Orientation:
Welcome

Business Central Overview:

• Accounting Features in Business Central:
  • Dimensions
  • Projects
  • Multi-Currency / Multi-Company
• Closing Your Books with Speed and Confidence (10th BD)

Power BI:

• Financial Reporting and Power BI
• AI in Action: The Power of Copilot

Moving to the Cloud:

• Benefits, Strategy, Process, and Security
• Implementation:
  • Data Migration (Is it a myth?)
  • Training
  • Budgeting
  • Speed (How to start and finish)

Are you looking for ways to streamline your accounting processes, improve your financial insights, and leverage the power of artificial intelligence? If so, you won’t want to miss our upcoming webinar. 

• In this webinar, you will learn how Business Central can help you automate your workflows, manage your cash flow, and comply with tax regulations. 

• You will also see how Copilot can assist you with data entry, reporting, and analysis, using natural language and machine learning. 

• Finally, you will get a chance to ask questions and interact with our experts and other attendees. 

Don’t miss this opportunity to discover how Business Central and Copilot can help you optimize your accounting and grow your business. Register now and get ready to take your operations to the next level. 

A Recap of our in person Seminar on the same topic:

Copilot, it all works together! 

• What Microsoft 365 Copilot is and what its capabilities are 
• Customer technical requirements to adopt Copilot
• Privacy, security, and compliance  

Best New Features of Business Central

• Accounting improvements in (AP, AR, GL, reporting) 
• Supply Chain updates 
• Better integration to the Power Platform 
• Leveraging Copilot to accelerate Microsoft Dynamics 

Best New Features of Microsoft Office (Power BI & Teams)

Microsoft CRM Fall Update

How to move to the cloud, Microsoft product roadmap, Microsoft Fall Promotions.

There will be Coffee and Snacks Provided

Copilot 101 Training – (Getting started with Copilot) 

If you are looking for a way to improve your productivity, collaboration, and creativity, you might want to consider using Microsoft Copilot with your Microsoft Software. Copilot is a powerful and intelligent assistant that can help you with various tasks across different Microsoft 365 apps, such as Outlook, Word, PowerPoint, Excel, OneNote, Planner, Whiteboard, Forms, Business Central, Microsoft CRM, and Teams. Copilot can also provide you with insights and recommendations based on your data and goals. In this webinar, we will give you an overview of what Copilot is, what are its benefits and costs, and how to use it with Microsoft Office Products, Business Central & Microsoft CRM.  

Agenda: 

• How to access and activate Copilot? 

You can access Copilot from any device and any channel that supports Microsoft 365, such as the web app, the desktop app, or Teams. To activate Copilot, you need to enable Copilot in your settings and give it access to your data and permissions. Once you do that, you can start using Copilot by clicking on the Copilot icon, saying “Hey Copilot”, or typing “@Copilot” in the chat window. 

• How to use Copilot with different Microsoft Products 

– Show how to use Microsoft Copilot in different Microsoft 365 apps, such as Outlook, Word, PowerPoint, Excel, OneNote, Planner, Whiteboard, Forms, and Teams 

– Highlight the features and capabilities of Microsoft Copilot, such as insights, recommendations, automation, personalization, and natural language understanding 

– Provide examples of common tasks and scenarios that Microsoft Copilot can help with, such as scheduling meetings, creating documents, designing presentations, analyzing data, taking notes, managing projects, brainstorming ideas, creating surveys, and communicating with colleagues 

– Using Copilot with Microsoft BC and CRM 

How much does it cost, what products to buy to get started 

I. Introduction

• Introduce the speaker and explain the purpose of the presentation
• Provide an overview of the supply chain in Dynamics 365 Business Central

II. Supply Chain Management in Business Central

• Discuss how Business Central can help manage the supply chain
• Cover the key features of the supply chain management module in Business Central
• Provide an overview of the supply chain management process in Business Central

III. Wave 1 and 2 Updates

• Explain the changes and updates included in Wave 1 and 2
• Discuss the impact of these updates on the supply chain management capabilities in Business Central
• Provide examples of how the updates have improved the supply chain management process in Business Central

IV. Purchasing

• Explain how Business Central can manage the purchasing process
• Discuss the key features of the purchasing module in Business Central
• Provide examples of how to use Business Central for purchase order processing

V. Inventory Management

• Explain how Business Central can manage inventory
• Discuss the key features of the inventory management module in Business Central
• Provide examples of how to use Business Central for inventory management

VI. Sales Order Management

• Explain how Business Central can manage sales orders
• Discuss the key features of the sales order management module in Business Central
• Provide examples of how to use Business Central for sales order processing

VII. How to get ChatGPT to analyze your sales and create a machine learning forecast.