All Posts

Migrating data from QuickBooks Online to Business Central Business Central includes a built-in data migration tool that lets you bring data directly from QuickBooks Online. On the surface, the process looks straightforward. In practice, there are enough friction points that a client going in unprepared will likely hit at least two or three blockers before a single record lands cleanly in BC. We recently worked through this migration with a client who needed to move their cust

Learn how to add users in Microsoft Dynamics 365 Business Central with MEM, covering permissions, licensed user setup, and entity access configuration.

This is Part 5 of our 5-part series on migrating from Dynamics GP to Business Central. Read the full series: Part 1: GP End of Life Dates and What They Mean Part 2: Why Business Central Is the Right Next Step Part 3: How Long Does a GP to BC Migration Take? Part 4: GP to BC Migration - Automated vs. Manual - Which Path Is Right for You? Part 5: The Most Common GP to BC Migration Mistakes (you are here) After completing GP to Business Central migrations across multiple industr

This is Part 4 of our 5-part series on migrating from Dynamics GP to Business Central. Read the full series: Part 1: GP End of Life Dates and What They Mean Part 2: Why Business Central Is the Right Next Step Part 3: How Long Does a GP to BC Migration Take? Part 4: GP to BC Migration - Automated vs. Manual (you are here) Part 5: The Most Common GP to BC Migration Mistakes (And How to Avoid Them) One of the most consequential decisions in a GP to Business Central migration is

This is Part 3 of our 5-part series on migrating from Dynamics GP to Business Central. Read the full series: Part 1: GP End of Life Dates and What They Mean Part 2: Why Business Central Is the Right Next Step Part 3: How Long Does a GP to BC Migration Take? (you are here) Part 4: GP to BC Migration: Automated vs. Manual - Which Path Is Right for You? Part 5: The Most Common GP to BC Migration Mistakes (And How to Avoid Them) One of the first questions we get from GP users con

This is Part 2 of our 5-part series on migrating from Dynamics GP to Business Central. Read the full series: Part 1: GP End of Life Dates and What They Mean Part 2: Why Business Central Is the Right Next Step (you are here) Part 3: How Long Does a GP to BC Migration Take? Part 4: GP to BC Migration: Automated vs. Manual - Which Path Is Right for You? Part 5: The Most Common GP to BC Migration Mistakes (And How to Avoid Them) When Microsoft announced Dynamics GP's end of life,

This is Part 1 of our 5-part series on migrating from Dynamics GP to Business Central. Read the full series: Part 1: GP End of Life Dates and What They Mean (you are here) Part 2: Why Business Central Is the Right Next Step Part 3: How Long Does a GP to BC Migration Take? Part 4: GP to BC Migration: Automated vs. Manual - Which Path Is Right for You? Part 5: The Most Common GP to BC Migration Mistakes (And How to Avoid Them) For years, Microsoft Dynamics GP was the reliable b

A visual illustration showing how dimensions like department, location, brand, and channel enrich financial transactions in Microsoft Dynamics 365 Business Central for better reporting and analysis. The Importance of Dimensions in Business Central Dimensions are the foundation of meaningful reporting in Business Central. They determine whether your ERP only records transactions or whether it actually helps you understand how your business is performing. When dimensions are de

ACH/EFT Generation in Business Central Struggling with a specific Business Central area? We’ll run a free 2-hour session with your team on that exact topic. At Evolve Advisory Group, we help professional-services organizations streamline financial operations and harness the full capability of Microsoft Dynamics 365 Business Central. One process we frequently implement for clients-yet often see misconfigured-is ACH (Automated Clearing House) payment automation. While Business

When it comes to entering large volumes of data in Microsoft Dynamics 365 Business Central, not every task needs automation or integration. Sometimes, the most efficient tool is the one every finance team already knows - Excel. Whether you’re preparing payroll cost journals, posting month-end allocations, or loading project expenses, Business Central’s ability to export journal data to Excel, adjust it offline, and paste it back provides a fast, reliable, and repeatable proce

Adding users to Microsoft Dynamics 365 Business Central is a critical administrative task. It requires coordination between the Microsoft 365 Admin Center and the Business Central application itself. This guide provides an in-depth, step-by-step process to ensure a secure and efficient user setup. We’ll cover everything from license assignment to profile personalization, extending into post-setup lifecycle management. Part 1: Managing the User in Microsoft 365 Before a user c

In every Business Central implementation, there's a moment of truth. You've gone live, the team is getting comfortable, and things are running smoothly. Then it happens: a key financial account is updated, a vendor bank account number is changed, or a credit limit is mysteriously altered. Suddenly, you have a problem, but no one knows who, when, or why. For many businesses, this "oops" moment leads to a frustrating witch hunt. But for a strategically implemented Business Cent

Technology is only half the battle. While a new ERP system like Business Central offers immense potential for efficiency and growth, its true value is unlocked by the people who use it every day. The most common reason for project failure isn't technical, but a lack of user adoption. By focusing on your team from the very beginning, you can turn a complex transition into a success story. Phase 1: Building the Foundation Before Implementation A successful adoption begins long

It all started during my MBA journey, on a visit to a non-profit that supported new immigrants. One of the board members asked me about my experience, and after learning what I'd worked with (CRMs and ERPs in the past), they talked about their recent ERP upgrade. It wasn't working as expected, even after spending a fortune and a lot of time. They asked if I could provide some recommendations, and a story began to unfold. They had recently upgraded their ERP, hoping it would

🚨 Most ERP Implementations Don’t Fail Technically - They Fail Perceptually. I’ve worked with businesses moving from QuickBooks, GP, and other legacy systems to Dynamics 365 Business Central - and here’s a truth that doesn’t get talked about enough: An ERP implementation can go "live"… but still feel like a failure. Why? Because “failure” doesn’t just mean the project was cancelled. It means: The team is frustrated The system feels harder than before What was promised never q