• Why 2026 implementations are different
• Aligning ERP, CRM, and AI with business outcomes

Planning Your Implementation Roadmap

• Defining scope, success criteria, and timelines
• Avoiding common ERP, CRM, and Copilot pitfalls
• Identifying internal champions and ownership

Implementing Business Central Successfully

• Core configuration vs. customization best practices
• Data migration, testing, and go‑live readiness
• Leveraging standard functionality before extensions

CRM Integration & Sales Enablement

• Best practices for connecting CRM with Business Central
• Driving adoption across sales, service, and operations
• Using CRM data as the foundation for AI insights

Introducing Copilot & Agents the Right Way

• When to enable Copilot during an implementation
• Using Copilot inside Business Central, CRM, and Microsoft 365
• Where Agents add value—and where they don’t (yet)

Training, Change Management & Adoption

• Role‑based training strategies that work
• Building super users and internal advocates
• Managing change across finance, sales, and operations

Security, Governance & Responsible AI

• Data security, permissions, and environment strategy
• Governance considerations for Copilot and Agents
• Ensuring accuracy, trust, and compliance