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At Evolve Strategy & Capital Inc., 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 Central offers robust ACH/EFT capabilities, the system requires precise setup, correct banking metadata, and a strict workflow sequence before it

When it comes to entering large volumes of data in Microsoft Dynamics 365 Business Central , not every task needs to be automated or integrated. 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 repeat

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...

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...

🚨 Most ERP Implementations Don’t Fail Technically - They Fail Perceptually. I’ve worked with businesses moving from QuickBooks, GP, and...