FAQs

Find answers to your most common queries about Microsoft Dynamics 365 Business Central, and discover how to optimize its use to enhance your business operations.

1. Who Can Participate in the Free Support Session?

Our free support session is designed for individuals in various roles, including IT Department Heads, Finance Managers, CXOs, and equivalent decision-makers.

2. What types of questions will be addressed during the complimentary support session?

You have the opportunity to ask a wide range of questions related to Microsoft Dynamics 365 Business Central. This encompasses Functional, Technical, and Training-related queries, enabling you to harness the full potential of the platform.

Functional FAQs

How will D365 Business Central benefit my organization?

Business Central is a complete ERP system & optimize an organization’ operations across various departments. Some benefits of Business Central include lower costs, increased financial visibility, and advanced capabilities from project management, finance to supply chain and warehousing.

Which type of businesses and industries does Business Central support?

D365 Business Central is a comprehensive and flexible solution that works well for numerous industries, including finance, services, retail and e-commerce, production and manufacturing, transport and logistics, distribution, non-profits, healthcare, food producers, and more.

Can I customize my Business Central solution?

You can customize your Business central solution through extension which will satisfy your customization requirements without impacting base code. You can also use custom apps and add on solutions design by partner or Microsoft through Microsoft AppSource.

Is Business Central secure?

Yes. Business Central is hosted on Microsoft Azure, one of the leading cloud service platforms in the world. Azure is used by 95% of Fortune 500 companies, with Microsoft investing $1bn in research and development annually towards its continual improvement. This means Business Central benefits from all of Azure’s top security features, including:

Multi-factor authentication
Authorisation
Data encryption
Auditing
Service integration
Regulatory compliance

Where is my data physically stored?

Dependent on which region is chosen to deploy your system & the data will be physically stored in correspondence data centers.

https://azure.microsoft.com/en-gb/explore/global-infrastructure/data-residency/#overview

What are Key Benefits of Finance Modules?

Business that wants to expand consistently needs strong financial management software to help them manage their day-to-day operations.
Microsoft Business central ERP Centralizes data and provide real time reporting & also helps for long-term forecasting. Some of Key Benefits of Finance Modules.

All transaction real time accounting impacts
Visibility of financial data in standard reports & dashboard
Simple and flexible Chart of accounts structure with net change & accounting balance
Complete track of fixed asset from Acquisition to Disposal of asset
Easy to use financial tool for Balance sheet, TB, PL and all ledger related reports.
Cost center wise reporting with analysis view tool
Comparison of Budget VS Actual data
Support Multi-currency & Additional reporting currency transactions.
Support Bank reconciliation process
Cash & Bank Management
Country specific Taxations

What tasks can Copilot automate in Business Central?

Copilot in Business Central automates tasks like bank reconciliations, marketing text generation, and document mapping, enhancing operational efficiency.

How does Copilot in Business Central help with decision-making?

Copilot generates AI-driven insights and recommendations in Business Central, enabling better decision-making and faster actions.

Can Copilot in Business Central improve customer communication?

Yes, Copilot in Business Central uses AI to create personalized responses, improving customer engagement across multiple channels.

Does Copilot in Business Central support multilingual operations?

Yes, leveraging Azure Bot Service, Copilot in Business Central can interact in multiple languages for global usability.

What is the purpose of Copilot Studio in Business Central?

Copilot Studio helps users create and customize AI copilots tailored to specific workflows and modules within Business Central.

Can Copilot in Business Central assist beyond financial tasks?

Yes, Copilot supports tasks in sales, marketing, and operations within Business Central, automating repetitive processes.

How does Copilot in Business Central simplify bank reconciliations?

Copilot matches transactions between bank statements and Business Central records, suggesting accounts for unmatched items and improving accuracy with use.

Are autonomous agents integrated into Business Central?

Yes, autonomous agents can execute workflows in Business Central, connecting processes across modules for seamless automation.

What value does Copilot provide for marketing in Business Central?

Copilot in Business Central creates AI-generated marketing text, reducing drafting time and increasing personalization.

Does Copilot in Business Central offer measurable business benefits?

Yes, Copilot tracks KPIs, helping businesses using Business Central achieve improved efficiency and evaluate ROI from AI-driven processes.

Technical FAQs

What are the out of the box integrations available with Dynamics 365 Business Central?

Applications like Microsoft Teams, PowerApps, Power BI, Power Automate etc. There are third party services like Shopify.

What is the difference between on-cloud and on-prem implementation?

On-Cloud implementation is for small businesses with less complex business processes. You will get data 24*7 access On-Premises implementation is costlier and have higher maintenance based on hardware.

Can we customize standard reports?

We can modify the report layout in Standard and attach the custom layout.

Can we modify the standard use case in case of Indian Taxation scenarios?

We can copy the existing use case and modify our statements in use case.

Can we migrate old customizations, integrations of NAV to Business Central?

Yes, we can migrate old customizations and integrations. Extensions need to be created for customizations. Mode of integration may be changed. We need to recreate the customization.

What prerequisites are needed to use Copilot in Business Central?

Copilot in Business Central requires Azure OpenAI Services integration and an active Business Central subscription.

Can Copilot work with custom modules in Business Central?

Yes, Copilot in Business Central is compatible with custom tables and pages for analysis assistance and data retrieval.

How does Copilot Studio integrate with Business Central?

Copilot Studio enables users to build and deploy custom copilots that seamlessly interact with Business Central’s modules.

Does Copilot in Business Central rely on specific data formats?

Copilot uses structured data within Business Central, such as records and tables, to provide relevant insights and suggestions.

Is Copilot in Business Central environment-specific?

No, Copilot operates in existing Business Central environments without requiring dedicated setups.

How does Business Central ensure Copilot's data security?

Copilot in Business Central adheres to Microsoft’s security protocols, ensuring encryption, role-based access, and compliance.

What if Copilot in Business Central generates inaccurate suggestions?

Users can review and correct recommendations manually, and Copilot learns to improve based on feedback within Business Central.

Can autonomous agents in Business Central be industry-specific?

Yes, autonomous agents in Business Central can be trained to address industry-specific workflows and enhance operational performance.

What integration options are available for Copilot Studio in Business Central?

Copilot Studio integrates with Power Platform, Azure AI, and APIs to extend its capabilities within Business Central.

Does Copilot in Business Central require constant connectivity?

Yes, Copilot in Business Central needs an active internet connection to access Azure AI services and provide real-time assistance.

Discover how you could use Microsoft Dynamics 365 Business Central effectively?

Whatever your inquiry—whether it’s about migrating from NAV/Navision, exploring the Finance Module’s features, managing upgrades, or seeking training support—our expert Business Central Helpline is here to guide you every step of the way. Count on us for comprehensive assistance.

FREE support sessions organized every Wednesday

}