Tired of chasing down approvals or manually pushing processes forward? In this training session, Microsoft & VOX ISM will dive deep into the Copilot Agents (reduce your AP and Order Entry work by 50%) and the Workflow module in Microsoft Business Central. You’ll learn how to automate routine tasks, streamline approvals, and build process logic into your ERP—while also understanding the limitations and best practices to avoid frustration.

What We’ll Cover:

· Introduction to workflows and approval templates in Business Central

– Introduction to Copilot AP and Order Entry agents – first time shown in Canada!

· Setting up common workflows (e.g., purchases, sales, general journals)

· How to trigger workflows based on conditions and events

· Assigning and routing approvals to the right people

· Notifications, escalation rules, and audit trails

· What workflows can (and can’t) automate in the system

· Tips for troubleshooting and optimizing existing workflows

· Real-world use cases and configuration walkthroughs