This session focuses on how Business Central can streamline operations through automation. We’ll explore built-in workflow and approval features, how to configure them, and best practices to save time, reduce errors, and strengthen compliance.

What we’ll cover:

· Introduction to Automation in Business Central – Why workflows matter

· Workflow Basics – Setting up and managing approval workflows

· Common Scenarios

o Purchase order approvals

o Vendor invoice approvals

o Sales order approvals

o Journal entry approvals

· Custom Workflows – Extending automation beyond the defaults

· Notifications & Escalations – Keeping processes on track

· Integration with Microsoft 365 (Outlook & Teams) – Approve and act directly from your daily tools

· Copilot for Workflows – Leveraging AI to simplify and accelerate setup

· Best Practices – Governance, audit trails, and minimizing bottlenecks

· Demo – Walkthrough of workflow setup and approvals in action