Customer Workshop: Microsoft Dynamics 365 Business Central: A Powerful Tool for Better Banking Operations

The banking functionality within Microsoft Dynamics 365 Business Central is key for your business, but are you making best use of it? If you find managing payments, posting receipts and other financial processes difficult or lack real-time insight, it’s time to evaluate how you can make Dynamics 365 Business Central work better for you. 

In this workshop, our training team will discuss features of Dynamics 365 Business Central and how they can help manage your finances, including:

• Data Exchange Frameworks: We’ll discuss options for integrating data into the system, including manual file uploads and live feeds via Yavrio.
•  Bank Reconciliation: We’ll show the ease of bank reconciliation when connected to bank accounts, using different tools for posting customer receipts.
• Customer Cash Receipts: See various methods for posting customer cash receipts, including traditional cash receipt journals and bank integration routes.
• Payment Reconciliation Journal: We’ll explore features and limitations of Microsoft's Payment Reconciliation Journal and how Copilot AI assists in overcoming system limitations.
• Copilot AI Integration: The role of Copilot AI in suggesting matches for transactions that the system cannot auto-match.
• And more!

Whether you're looking to streamline your banking processes or enhance your  functionality, join us on Thursday 21st November where we will provide practical demonstrations and expert insights into making the most out of Dynamics 365 Business Central.