Agenda:

1. Introduction to SharePoint
2. Creating Folders
3. Creating Metatags
4. Version control
5. Integration into Teams
6. Searching, Sorting

• Training on how to use Microsoft 365 Copilot
  • Excel
  • Chat
  • Outlook
  • PowerPoint
  • Word
• Presentation on Copilot inside Dynamics 365 and Business Central
• Microsoft AI throughout the Power Platform
• How to write better prompts
• AI Security and Governance
• Next Steps to get started!

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

Learn how to use Business Central to optimize your inventory and production planning 

What we will show 

• What is Material Requirements Planning (MRP) and why is it important for your business? 

• How Business Central supports MRP with features such as demand forecasting, supply planning, and order generation 

• Forrester studies indicate that you can save 8.7 hours per week in purchasing with BC by using all the features available 

Demonstration 

• How to set up MRP parameters and run the planning worksheet in Business Central 

• How to review and modify the suggested order proposals for purchase, production, transfer, and assembly 

• How to create and release orders from the planning worksheet 

• How to monitor and adjust the MRP plan using reports and dashboards 

What you will learn today how to do in BC 

Advantages of using MRP in ERP software include: 

• Up-to-date inventory control information 

• Accurate production scheduling 

• Easier working with distributors 

• Centralized system with role-based permissions 

• Balancing supply and demand in manufacturing 

• Exceeding customer expectations. 

A webinar agenda to help you optimize your accounting processes and workflows 

Best practices for setting up and managing General Ledger 

• Multi Company, Multi Division Setups 

• Show how to create and modify your chart of accounts and assign dimensions and posting groups 

• Demonstrate how to use the account schedules and analysis views to generate financial reports and insights 

Best practices for recording and reconciling transactions 

• Explain the different types of transactions and journals in Business Central and how to use them 

• Illustrate how to enter and post transactions using the general journal, the payment journal, and the cash receipt journal 

Best practices for managing AP & AR 

• Discuss the importance of managing payables and receivables and how Business Central can help you do that 

• Show how to create and process sales and purchase invoices, credit memos, and reminders 

• Share tips and tricks for applying payments, issuing refunds, and handling discounts and write-offs 

Using Copilot and Power BI to optimize your use of the BC accounting software. 

What is Copilot and How Does It Work?

· Describe the concept and vision of Copilot, the new generate ai assistant built into Business Central

· Demonstrate how Copilot can skip the traditional search menu and help users navigate quickly to documents, pages, and actions

· Show how Copilot can find information faster and provide relevant suggestions and insights

· Highlight how Copilot can give users tips and guidance on what to do next and how to complete tasks

How to Get Started with Copilot?

· Explain the prerequisites and requirements for using Copilot

· Walk through the steps to enable and configure Copilot

· Share some best practices and tips for using Copilot effectively

· Explore new prompts unique to roles and industries in Copilot Lab

· Discover catch-up in Copilot Chat

· Improve the way you draft and refine your Word documents

· Collaborate without switching context with Copilot in Loop Components

· Boost response rates with Copilot in Forms

· Transform the way your team works with Copilot in Planner

· Act on employee comments and suggestions instantly with Copilot in Viva Glint

· Integrate and innovate with new Copilot Connectors

· Review and audit site permissions with restricted SharePoint search

· Automate tasks across your enterprise with Copilot Extensions