Expert insights on BC implementation, AR automation, ERP rescue, and getting more from Business Central — written by Taylor McEachnie.
A sales order for a customer already 90 days past due still ships, because nobody in the process was actually blocked by a credit limit. Here's how Business Central's credit controls actually work when configured properly.
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You don't need a new ERP project to fix a broken collections process. RAP runs alongside your existing Business Central environment and starts working on day one.
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"Four months" usually assumes clean data, no major customizations, and a team available exactly when needed. Here's a realistic breakdown, phase by phase.
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A struggling implementation and a genuinely doomed one look similar from the outside. The distinction matters enormously, because one needs a course correction and the other needs a different decision entirely.
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A credit limit field with a number in it and nothing enforcing it is a false sense of control. Here's how to actually configure enforcement.
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Every implementation proposal shows a clean, linear timeline. Real ones don't run that way, and knowing where they actually slip is worth more than the Gantt chart itself.
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Closing the fiscal year in Business Central is a single, deliberate action with no simple undo. Here's the checklist worth working through before anyone touches that button.
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Premium licensing isn't priced per manufacturing user — it applies to every single full user in the company, whether they touch the shop floor or not. That detail changes the real cost math more than most companies expect.
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Login counts tell IT nothing about whether Business Central is actually being used correctly. Here's what's worth tracking instead, and how to get that data out of a platform that doesn't surface it by default.
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Most G/L budgets in Business Central get built once during implementation, imported from last year's Excel version, and never touched again until someone asks why the budget-to-actual report doesn't mean anything.
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The native Shopify connector is genuinely capable and free. It also doesn't handle lot tracking, serial numbers, or multi-channel selling beyond Shopify — and finding that out mid-project is more expensive than knowing upfront.
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"Optimization" gets used as a vague catch-all in this industry. Here's what it actually means in practice, step by step.
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The same vendor invoice gets paid twice because it entered the system through two different channels with two different reference numbers. Here's why duplicate payments happen even in a system that technically tracks every invoice.
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Microsoft backs up your entire Business Central environment automatically. What it can't do is restore just the one customer record someone accidentally deleted this morning without restoring everything else too.
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A product recall is the worst possible moment to discover your lot tracking has gaps. Here's what proper item tracking setup actually requires, and why it's usually configured just enough to look complete without actually being reliable.
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A purchase order is the easy part. What happens between issuing it and paying the resulting invoice is where most procurement teams quietly lose control — and where Business Central actually has more built-in structure than most companies use.
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Business Central ships with genuine embedded Power BI reporting. Most companies never get past the default tiles, and few understand where native reporting actually stops and real Power BI development begins.
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A single Canadian sales invoice can legitimately show up to four separate tax jurisdictions on one document. Here's how the GST/HST setup actually works, and where it typically breaks.
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Turning on Directed Put-away and Pick is a one-way door on any location with posted transactions. Here's how to tell which warehouse complexity level actually fits your operation before you flip that switch.
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Business Central has no built-in check that stops one person from creating a vendor and approving their own payment to it. Here's where that gap starts.
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A sales rep closes a deal, then spends twenty minutes fighting the order screen for an item that isn't in stock. Here's where that friction actually comes from.
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A depreciation run that looks correct in Business Central can still be quietly wrong for months, because the mistake usually happened during setup, not during the monthly batch job.
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Most companies configure one basic PO approval during implementation and never touch the workflow engine again. Here's what that leaves on the table — and what happens the week your approver is on vacation.
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"We need the system to work the way we've always worked" is a common brief. It's also often a request to avoid changing a process that was never that efficient to begin with.
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If your board deck is still built by exporting the default trial balance into Excel and reformatting it by hand, Business Central's Financial Reports engine was never actually turned on.
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"BC is slow" isn't a diagnosis, it's a symptom. Here's how to use the actual telemetry tools Microsoft ships to find out which of four specific causes is behind it.
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Adding a second store location isn't just a new location code. Get the setup wrong, and you'll be reconciling phantom inventory for months.
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Your biggest revenue customer might be quietly losing you money. Gross margin won't tell you that. Here's what will.
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Every ERP vendor will tell you their platform is the right fit. Here's an honest breakdown of where QuickBooks, Sage, NetSuite, and Business Central actually make sense — and where they don't.
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If consolidating your entities still means exporting trial balances into a spreadsheet, you're not using a limitation of Business Central — you're using a workaround for one you built yourself.
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If someone on your team is still scrolling through a bank statement line by line every month, the automated tools were never configured properly. Here's how to fix that.
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Most companies running Business Central have never opened the Cash Flow Forecast page. Here's exactly how it works, what feeds it, and how to set it up properly.
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Nobody schedules a Chart of Accounts review. It just quietly needs one, usually for years, until close starts taking noticeably longer and nobody can say exactly why.
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Most partner due diligence stops at certifications and references. The questions that actually predict success are about staffing and post-go-live support.
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A distributor and a professional services firm are evaluating almost entirely different capabilities under the same "ERP" label. Here's what actually matters by industry.
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The choice between real-time and batch integration isn't a minor technical setting — it's a business decision with real consequences. Here's the framework.
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A partner whose typical client is far larger than you will structurally deprioritize your project. Three questions to find out where you'd actually rank.
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The biggest mistake companies make is assuming implementation cost equals software cost. Here's what a BC project really costs — and how to budget for it properly.
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Searching "Business Central partner Canada" mostly surfaces whoever's SEO budget is biggest. Here's how to use Microsoft's own directory instead.
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When inventory and general ledger numbers stop matching, it's rarely the software's fault. Here's what actually breaks, and how to design around it.
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By the time an implementation is visibly struggling, the mistake was usually made months earlier during selection. Five patterns worth recognizing first.
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Most ERP selection processes start backwards — with vendor demos instead of requirements. Here's a five-step process that puts your business first.
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"Can you resend the original invoice? We never received it." If that sentence makes your AR team's stomach drop, RAP was built to make it disappear from your collections process entirely.
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If your close still takes three weeks, your executives are making decisions on data that's already stale by the time they see it. Here's what's causing the drag — and how to fix it.
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If Job Cards take forever to load and month-end feels like a hostage situation, the problem almost certainly isn't Business Central. It's how it was set up.
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Your implementation partner will tell you the project finished on time and on budget. They won't tell you that half your team quietly went back to Excel three weeks later.
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A two-hour training session for the whole company doesn't fail because people weren't paying attention. It fails because nobody in that room needed all of it. Here's why role-based onboarding actually sticks.
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Most manufacturers using Business Central are running it like a glorified accounting system. Here's what changes when you actually use the manufacturing module the way it was built.
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Most Business Central migrations don't fail because of the software. They fail because of the data. Here's what actually goes wrong — and how to get ahead of it.
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There's a contractor invoice sitting in someone's inbox right now, waiting on a certificate of insurance that expired two months ago. Here's how Business Central closes the gap.
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Construction profitability doesn't live in a spreadsheet. It lives in your job cards — if they're set up right. Here's how BC tracks real project costs from estimate to close.
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If your cash flow forecast lives in a spreadsheet that someone updates manually every week, your ERP isn't doing its job. Here's what Business Central can do natively — and where it needs help.
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There's no universal "best" ERP — only the right fit for your operational complexity. Here's the framework to use before comparing a single vendor.
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Most buyers are still evaluating partners against a certification system Microsoft retired in 2022. Here's how to verify what a firm's current standing actually is.
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Before you go live, know exactly what you're getting — and what you'll need to configure or extend to make BC work for construction.
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