Microsoft Dynamics 365 Business Central Course: Intelligent Automation, Agents, and Financial Optimization
The Microsoft Dynamics 365 Business Central course allows companies to leverage this Microsoft ERP solution to optimize financial management and enhance intelligent process automation. Business Central is a platform designed to integrate key operations such as finance, sales, inventory, and analytics, providing a unified view of the business.
In business environments, Dynamics 365 Business Central is used to improve operational efficiency, automate financial tasks, and facilitate data-driven decision-making. The incorporation of intelligent agents and automation helps reduce errors, streamline processes, and improve information control in areas such as accounting, operations, or management.
This Microsoft Dynamics 365 Business Central course offers a practical, results-oriented approach, teaching how to apply intelligent automation, optimize financial processes, and leverage the system's capabilities in real business scenarios.
Additionally, this course is eligible for FUNDAE funding for companies, which allows for full or partial recovery of the training investment depending on available credits and the situation of each organization.
Course Overview
The Microsoft Dynamics 365 Business Central – Intelligent Automation, Agents, and Financial Optimization course is designed for professionals seeking to transform financial management through the use of automation, artificial intelligence, and advanced capabilities of Microsoft's ERP.
During the training, key Business Central functionalities applied to financial process automation, intelligent agent integration, and the optimization of accounting and management operations are addressed. Real-world scenarios are used to improve operational efficiency and business information control.
The course offers a practical, results-oriented approach, enabling participants to implement efficient solutions, reduce manual tasks, and increase productivity in business environments where financial management and automation are key.
What Nanfor courses include
At Nanfor, we offer a complete training experience that combines quality educational material, expert support, and our own learning platform, adapted for both individual and corporate training.
All our courses include official and supplementary educational material (depending on the course), practical activities, learning assessments, forums, progress tracking, and personalized academic support throughout the training.
Additionally, students have access to Nanfor's virtual classroom, where they can manage their learning, interact with the teaching team, and apply the acquired knowledge in an environment geared towards professional practice.
Learn about all components
Advantages of Microsoft Dynamics 365 Business Central training
Training in Microsoft Dynamics 365 Business Central allows companies to optimize financial management through intelligent automation and the use of advanced data analysis tools. Its main advantages include reducing manual tasks, improving financial control, and the ability to work with up-to-date information in real time.
The use of automation and intelligent agents facilitates the execution of complex processes, improves operational efficiency, and reduces human errors. In addition, it allows for process standardization, optimized decision-making, and improved traceability of financial operations.
This training also provides strategic value by enabling the development of scalable solutions that can adapt to company growth, integrating automation in areas such as accounting, operations, financial control, and management.
Prerequisites
To get the most out of this course, participants are recommended to have:
- Basic knowledge of business management or financial processes.
- Familiarity with digital work environments and management tools.
- Prior knowledge of Microsoft Dynamics 365 Business Central (not mandatory, but recommended).
Advanced technical experience is not necessary, although a general understanding of how business and financial processes work within an organization is recommended.
General course information
Who is this Microsoft Dynamics 365 Business Central course for?
This course is aimed at professional profiles involved in the management, optimization, and digital transformation of financial and operational processes within the company, especially those working with Microsoft Dynamics 365 Business Central.
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Directors, CFOs, and COOs interested in improving financial efficiency and business process automation.
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Financial managers seeking to optimize accounting management, planning, and economic control through intelligent tools.
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Advanced Business Central users who wish to delve deeper into the use of automation and intelligent agents within the system.
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Digitalization managers and IT teams leading digital transformation projects and business process optimization.
Training Objectives - What will you learn?
Upon completion of the course, participants will be able to understand and apply advanced intelligent automation capabilities in Microsoft Dynamics 365 Business Central, integrating agents and AI functionalities into real business processes.
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Understand the role of Copilot and AI agents within Business Central.
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Identify high-value use cases applicable to their organization.
- Apply intelligent automation in financial and operational processes.
- Analyze the impact of AI in key business areas such as finance, sales, and operations.
- Optimize critical processes such as financial reconciliation through automation and intelligent analysis.
- Design efficient workflows aimed at improving productivity and data-driven decision-making.
Course Content: Microsoft Dynamics 365 Business Central – Intelligent Automation, Agents, and Financial Optimization
Unit 1. Introduction to Intelligent ERP
- Evolution from traditional ERP to ERP with AI
- What is Copilot and what are agents
- AI Architecture in Dynamics 365
Key points:
- AI integrated into processes, not as an external tool
- Difference between assistance (Copilot) and automation (Agents)
Unit 2. Copilot in Business Central
- Natural language interaction with the ERP
- Automatic content generation (emails, descriptions)
- Assisted financial analysis
- Contextual suggestions and light automation
Practical cases:
- Real-time business queries
- Automatic report generation
- Creation of commercial proposals
Value:
- Improved decision-making
- Reduced analysis time
Unit 3. AI Agents: Advanced Automation
Fundamentals of agents
- What they are and how they work
- Autonomous processes within the ERP
- Difference from traditional workflows
Main agents in Business Central
- Sales Order Agent: sales order cycle automation
- Payables Agent: accounts payable automation
- Intelligent invoice matching
Process design with agents
- Identification of automatable processes
- Integration of human + agent flows
- Governance and control
ROI and business value
- Reduction of operational costs
- Scalability without increasing staff
- Improved efficiency
Unit 4. Critical Case: Financial Reconciliation with AI (3h)
Current situation in companies
- Manual reconciliations
- Intensive use of external tools
- Errors and slowness in processes
Copilot applied to reconciliation
- Automatic matching suggestions
- Discrepancy identification
- Automatic financial summaries
Agents in reconciliation
- Complete process automation
- Automatic movement matching
- Processing without manual intervention
- Learning based on historical data
- User-controlled exception management
Benefits for the company
- Cost reduction
- Accelerated financial closing
- Improved control and traceability
Practical workshop
- Reconciliation simulation with AI
- Identification of improvements in current processes
Unit 5. Use Cases by Area
Finance
- Invoice automation
- Variance analysis
Sales
Operations
Methodology
- Explanations with guided demos
- Real business cases
- Practical workshop focusing on financial reconciliation
- Impact and ROI-oriented approach
Expected results
- Identification of automatable processes
- Reduction of manual tasks
- Clear vision for agent implementation
- Development of a complete practical case study
Want to take this course? Request information now
If you wish to take this course virtually, you can purchase it at the top of the product page. For any questions, please contact us.
If you wish to take this course in classroom or telepresence mode, please contact us:
Why choose Nanfor as a specialized ICT training center?
Nanfor is a specialized ICT training center with extensive experience in programs such as manufacturing in Microsoft Dynamics 365 Business Central and other enterprise solutions. We offer practical and up-to-date training, designed to adapt to different professional profiles and sectors.
- Expert tutors with real project experience and certifications related to ERP and manufacturing processes.
- Personalized support during and after the course to ensure proper application of knowledge.
- Practical methodologies and real cases that facilitate direct transfer to the workplace.
- Flexible modalities (classroom, online, and blended) to adjust to the needs of organizations and students.
Frequently asked questions about the course
What is Microsoft Dynamics 365 Business Central and what is it used for in business?
Microsoft Dynamics 365 Business Central is a Microsoft ERP that allows you to manage finance, operations, sales, and inventory in a single system. The Microsoft Dynamics 365 Business Central course teaches how to use this platform to optimize business processes, automate tasks, and improve data-driven decision-making.
How does Microsoft Dynamics 365 Business Central differ from other enterprise ERPs?
Microsoft Dynamics 365 Business Central stands out for its native integration with the Microsoft ecosystem and its intelligent automation capabilities with agents and Copilot. The Microsoft Dynamics 365 Business Central course helps understand how to apply these functionalities to improve efficiency compared to other traditional ERP systems.
Is this Microsoft Dynamics 365 Business Central course eligible for FUNDAE funding?
Yes. This Microsoft Dynamics 365 Business Central course is eligible for FUNDAE funding, allowing companies to recover all or part of the training cost based on their available credits.
What is the duration of the Microsoft Dynamics 365 Business Central course and access to the campus?
The duration of the Microsoft Dynamics 365 Business Central course adapts to the established training plan, with access to Nanfor's virtual campus during the period indicated in the training, allowing flexible and self-paced learning.
Is the Microsoft Dynamics 365 Business Central course included in Nanfor's LaaS programs?
Yes. This Microsoft Dynamics 365 Business Central course can be included in Nanfor's LaaS programs, facilitating access to continuous training in technology and business solutions.
Are technical skills required to take the Microsoft Dynamics 365 Business Central course?
No advanced technical skills are required to take the Microsoft Dynamics 365 Business Central course, although prior experience in business processes or financial management is recommended to make the most of the training.
How is Microsoft Dynamics 365 Business Central applied in daily work?
The Microsoft Dynamics 365 Business Central course allows for the application of intelligent automation in daily work, facilitating financial management, process automation, and improved productivity in areas such as accounting, operations, and management.
