Tag: Business Central


  • Cash Flow Forecasting in Business Central

    Most mid‑market teams still forecast cash in a spreadsheet—even though Business Central already has the data to do it live. This post shows how BC’s cash flow forecast works, what Finance must configure to make it accurate, and why a poorly set‑up forecast becomes a tab nobody trusts (or opens).

  • Power Automate and Power BI Integration with Business Central

    The Power Platform can make Business Central dramatically more powerful—or quietly weaken Finance controls. This post breaks down how Power Automate and Power BI should connect to BC, and why governance—not low‑code—is the difference between productivity gains and control gaps.

  • Extensions, Customization, and AppSource in BC

    Business Central customization is easier than ever—but every extension comes with long‑term cost, risk, and governance implications Finance must own. This post explains how to evaluate AppSource apps vs. custom extensions and put the controls in place so software changes don’t quietly change the financial record.

  • Security, User Roles, and Permission Sets in BC

    Most Business Central security problems aren’t about misuse—they’re about access that should never have been granted. This post explains how Finance must design permission sets, enforce segregation of duties, and own the quarterly access review—not IT.

  • Data Migration and Opening Balance Setup in BC

    Every D365 Business Central go‑live carries opening balance risk—and most issues don’t show up until audit time. This post explains what Finance must own in data migration and opening balance validation to avoid errors that quietly distort financials for years.

  • HR, Payroll Integration, and Employee Expenses in Business Central

    BC’s HR module for employee data management, the payroll integration architecture, posting payroll to the general ledger, employee expense management, and the controls Finance needs over the accounts and processes at the intersection of HR and Finance. What BC’s HR Module Actually Covers — And What It Doesn’t It’s important to set expectations correctly: BC’s…

  • Tax Setup in Business Central

    The VAT posting groups model, how BC decides which tax rate applies to every transaction, US sales tax and GST setup, tax-exempt customers and items, the VAT return and settlement process, and the configuration mistakes that create financial statement misstatements Finance won’t find until a tax authority does. How BC Calculates Tax — The Two-Group…

  • Copilot and AI Features in Business Central

    Let’s talk Copilot – What is actually live in D365 Business Central, what is genuinely useful for Finance teams, where current capabilities require careful governance, and the practitioner’s honest read of BC’s AI feature set today versus where the marketing suggests it is.

  • Power BI and Reporting Beyond Financial Reports

    Connecting Business Central to Power BI, the BC connector and its trade-offs, which questions belong in native BC reporting vs. a dedicated BI layer, building dashboards Finance and Operations can actually use, and the data freshness conversation every team needs to have before the first dashboard goes live. The BC Reporting Landscape — Four Tools,…