7 Top Tips: Incremental Digital Transformation Using Business Central
Microsoft Dynamics 365 7 Top Tips
Top 7 Tips for Incremental Digital Transformation While Using Microsoft Dynamics 365 Business Central
For organizations that are currently using Microsoft Dynamics 365 Business Central, the maturity of this immensely popular cloud-based ERP platform has brought about a remarkable surge in expanded capabilities and functions. These updated capabilities are made possible based on Endeavor4’s vision and guidance for clients and their journey, and backed by Microsoft’s research into AI, Cloud, and Process Automation combined with an ever-expanding ecosystem of 3rd-party extensions and add-on ISV software.
As part of your continued Incremental Digital Transformation, our team of consultants at Endeavor4 has come up with the following 7-Top Tips for Incremental Digital Transformation - check out a sneak peak of each tip below:
1. Review Your Business Processes
Identify manual, repetitive, or paper-heavy tasks that slow teams down. This tip helps organizations uncover where Business Central, automation, and AI can reduce effort and improve decision speed.
2. Further Automate Finance Processes
Look closely at finance workflows like approvals, month-end reporting, Order-to-Cash, and Procure-to-Pay. The goal is to standardize processes, reduce repetitive approvals, and use automation to improve visibility and control.
3. Design & Rebuild Additional Line of Business Metrics
Extend transformation beyond finance by identifying departmental metrics, apps, forms, and reports that can be automated or centralized. This tip focuses on using data and OKRs to guide smarter cross-functional decisions.
4. Connect Business Central with Your CRM
Create stronger connections between ERP and customer-facing systems so sales, service, marketing, and finance teams can work from shared, trusted data. This tip highlights CRM integration, Dataverse, Power Automate, and unified reporting.
5. Extend Systems to Support Remote Self Service
Reduce administrative workload by expanding remote submissions, approvals, reporting, and self-service access. This tip explores portals, cloud apps, mobile access, and workflow approvals connected to Business Central.
6. Create an Expanded Focus on Communications
Improve internal and external communications by digitizing documents, automating approvals, and using shared channels for consistent customer and vendor interactions. This tip also highlights how Copilot can support summaries and faster responses.
7. Embed Analytics Throughout Your Processes
Make data easier to act on by embedding analytics, dashboards, Power BI, and AI-powered insights into everyday workflows. This tip focuses on helping users move from static reporting to faster, more visual decision-making.
We're here to help you make your business better.
Steve Ewing
Vice President - ERP, CRM & CloudContact Steve and his team to talk about your Business Needs.
"Let's find a fit between your needs and our Professional Services for Microsoft AI, ERP, CRM & Cloud solutions."
