SOCITAS

Central Q: Schnelle Antworten für Ihren Business Central Alltag

Jana Liboth — Fri, 26 Jun 2026 06:43:28 +0000

Anyone who works with Microsoft Dynamics 365 Business Central, on a daily basis knows these moments: a feature is not immediately clear, a process raises questions, or a specific setting needs to be understood quickly. Not every one of these questions is automatically a support case – and yet it still costs valuable timeto click through documentation, forums, or internal materials.

This is exactly where Central Q comes in. The AI-powered search and chat tool was developed specifically for Business Central and helps you find the right answers faster. Instead of searching for a long time, you simply ask Central Q your question directly and receive an easy-to-understand answer based on various knowledge sources, including official Microsoft documentation, community knowledge, and, if needed, your own documents.

This makes knowledge more easily accessiblein day-to-day work. But what exactly can Central Q do, how does the tool work, and what added value does it offer companies that want to use Business Central more efficiently? You will find out now.

Central Q: Your AI assistant for Business Central

Central Q is an intelligent search and chat tool developed specifically for Microsoft Dynamics 365 Business Central. The tool helps you ask questions about Business Central directly in natural language – similar to a chat. Instead of working through various documentation pages, forums, or individual search results, you receive a formulated answer based on relevant knowledge sources.

The advantage: Central Q does not simply provide a list of possible results, but presents information in a clear and understandable way. You can formulate your question specifically, ask follow-up questions, or explore a topic in greater depth. This creates an interactive exchange that is especially helpful in day-to-day work when you need quick guidance or want to better understand a specific process in Business Central.

According to the provider, the Central Q Chat can incorporate various knowledge sources – including official Microsoft Learn content, knowledge from the Business Central community, and, if needed, your own uploaded documentation, manuals, or guides. This allows answers to be aligned not only more generally, but also more closely with the respective Business Central environment.

In short: Central Q makes Business Central knowledge more accessible. The tool helps you find answers faster, better understand correlations, and become more confident when working with Microsoft Dynamics 365 Business Central.

Spend less time searching and get back to work faster with Central Q

Relevant knowledge about Microsoft Dynamics 365 Business Central is often spread across various sources: official documentation, community posts, internal guides, or practical knowledge within the team. This information is valuable, but it is not always available exactly where you need it in your day-to-day work..

Central Q addresses this by bringing together various knowledge sources in one search and chat interface. According to the provider, Central Q can access Microsoft Learn, community content, and, optionally, your own uploaded documentation.

For you and your company, this means:

Less search effort: Your users do not have to search through multiple documentation pages, forums, or internal repositories individually.
Faster orientation: Questions about features, settings, or processes can be clarified directly in day-to-day work.
Greater independence: Users can find many answers on their own, without immediately passing every question on to key users, consultants, or support.
More usable knowledge: Information from different sources is made centrally accessible and easier to find.
Relief for internal contacts: Recurring questions can be answered more quickly, giving key users and support teams more time for more complex topics.
More efficient use of Business Central: When knowledge is available more quickly, processes can be better understood and carried out with greater confidence.

From question to answer: How Central Q delivers results

Using Central Q is deliberately kept simple: you ask your question about Microsoft Dynamics 365 Business Central in everyday language — just as you would ask a colleague or support. This could be a general question about a feature, a specific uncertainty within a process, or a topic you would like to understand in more detail.
Central Q then analyzes your input using AI and searches for relevant information across various knowledge sources.

Instead of only showing you a list of possible search results, Central Q summarizes the relevant information in a single answer. At the same time, source links are displayed so you can see what the answer is based on and, if needed, explore the topic in greater depth.

This point is particularly important in an ERP context: information should not only be available quickly, but also be verifiable and traceable.

A simple example: You want to know how to cancel a sales invoice in Business Central. Instead of searching through various documentation yourself, you ask Central Q your question directly:

“How can I cancel a sales invoice in Business Central?”

Central Q then provides a clearly formulated answer, refers to relevant sources, and allows you to ask further follow-up questions — creating an interactive exchange that helps you arrive at the right solution faster.

Microsoft knowledge, community experience, and your own documents in one place

For answers to be truly helpful in day-to-day ERP work, it is important that information is traceable, up to date, and placed in the right context.
Central Q uses up-to-date knowledge sources for this purpose. These include content from Microsoft Learn, Microsoft’s official documentation and learning platform, as well as knowledge from the Business Central community. Central Q can also incorporate your own uploaded documentation, manuals, or guides to align answers more closely with the respective Business Central environment.

The advantage lies in the combination: official Microsoft documentation provides a reliable professional foundation, while community content often adds practical experience, specific use cases, or helpful solution approaches from everyday work. Your own company documents can further sharpen the context — for example, when internal processes, individual customizations, or specific ways of working need to be taken into account.
Transparency is particularly helpful here: Central Q does not simply present an answer without context, but displays the sources that led to the answer. This allows you to better classify the information, verify it if needed, and directly access further content. For companies, this is an important point, because especially in an ERP environment, answers should not only be fast, but also traceable.

Who can benefit most from Central Q?

Central Q is particularly suitable for you if you already use Microsoft Dynamics 365 Business Central actively in your day-to-day operations and want to make it easier for your users to access knowledge. Especially when questions about features, processes, or settings arise regularly, Central Q can provide valuable support. The tool is particularly interesting if you:

have departments that work with Business Central on a daily basis
want to relieve key users who frequently receive questions from the team
want to support internal IT teams in reducing support effort
work with individual processes or your own documentation
want to onboard new users faster and in a more structured way
want to make Business Central knowledge more centrally available

Central Q can also provide concrete added value when onboarding new employees . Anyone getting started with Business Central often has many smaller questions — about features, process steps, terminology, or specific workflows in the system. Central Q helps answer these questions more quickly and makes it easier to get started with Business Central.

At the same time, experienced users also benefit. Even if you and your team work with Business Central regularly, not every feature is always present in detail. Central Q can help refresh knowledge, improve understanding of connections, and classify new features more quickly. This means Business Central knowledge is not only documented, but also made more usable in day-to-day work.

Central Q does not replace consulting — but it adds real value to everyday work

The Tool does not replace individual consulting, in-depth process analysis, or technical assessment of complex requirements. Especially when it comes to company-specific customizations, strategic decisions, or fundamental process changes, the assessment of experienced Business Central experts remains important.

Central Q should therefore not be understood as a replacement for consulting or support , but as complementary support in day-to-day work. The tool can help users find guidance more quickly, clarify simple questions independently, and make better use of existing knowledge.
For more complex topics, it is important to carefully examine the specific system environment, individual processes, and functional requirements. This requires experience, contextual understanding, and a thorough assessment of the respective situation.
This is exactly where the added value lies: Central Q supports quick knowledge-related questions in day-to-day work, while consultants and key users can focus more on more complex topics .

Making Business Central knowledge directly usable with Central Q

Central Q brings answers to where they are needed in day-to-day work: directly to your users. Instead of spending a long time searching for information or passing every question on to key users, internal contacts, or support, questions about Microsoft Dynamics 365 Business Central can be clarified faster, more clearly, and more transparently.

This makes Central Q particularly valuable for companiesthat want to use Business Central more efficiently, make internal knowledge more accessible, and relieve their teams in day-to-day work. Whether for recurring user questions, onboarding new employees, or quickly looking up features and processes: Central Q helps you make more targeted use of existing knowledge.

It is important to classify this correctly: Central Q does not replace individual consulting or in-depth process analysis. It complements your day-to-day work with Business Central wherever quick guidance is needed and creates more room for the topics where experience, system knowledge, and personal consulting are essential.

Would you like to know whether Central Q is also a good fit for your Business Central environment? Then feel free to get in touch with us. You can contact us directly via our contact form. Together, we will assess how Central Q can support your users, improve your internal knowledge processes, and make day-to-day work with Business Central more efficient.

Der Beitrag Central Q: Schnelle Antworten für Ihren Business Central Alltag erschien zuerst auf SOCITAS.

ERP-Partner für Köln, Bonn & das Rheinland

Mirja Düren — Thu, 18 Jun 2026 12:28:08 +0000

Are you looking for an experienced ERP partner in the Cologne-Bonn region? With our offices in Cologne, Bornheim, and St. Katharinen, we support medium-sized companies in the implementation, optimization, and modernization of Microsoft Dynamics 365 Business Central.

Today, achieving a successful project and sustainable business growth through increased productivity and efficiency requires more than just software.

You need a reliable partnerwho provides expert and personalized support for your modernization projects — with quick decision-making processes and a clear vision for efficient, digital processes.

Why a Regional ERP Partner for Cologne & Bonn is Crucial

Geographical proximity offers you a tangible competitive advantage. As your Microsoft Dynamics 365 Business Central partner on the ground, we guarantee personalized consulting and direct communication whether at our offices or at your company’s location. This allows you to benefit from quick response times, for example, when organizing and conducting workshops, providing on-site support, and coordinating projects.

Cost efficiency is another aspect that is crucial for many business owners: Minimized travel and lodging costs thanks to our local presence in the Cologne/Bonn/Rhein-Sieg area.

In addition, we know the regional market and have an excellent network. We look forward to discussing this with you — please feel free to contact us with no obligation.

Dynamics 365 Business Central: The Cloud ERP Solution for SMEs

With Microsoft Dynamics 365 Business Central, we integrate your finance, sales, service, and operational functions into a single, user-friendly application.

Transparency: Real-time insight into all key business metrics.
Automation: Reduction of manual tasks through intelligent workflows.
Future-Proof: Scalable cloud technology that grows with your business.

To ensure sustainable project success, we provide comprehensive support:From the initial process analysis through implementation to ongoing support and customized training for your team. Our project teams work with our clients over the long term. We see ourselves as joint project partners, not as external service providers.

This allows us to jointly build expertise, structures, and trust. This is particularly important for ensuring your employees’ acceptance of the software. In this way, we steer your business toward continued growth.

Our Locations in the Rhineland — Proximity That Creates Added Value

We’re where you are. For many years, we’ve been supporting clients in the Cologne, Bonn, and northern Rhineland-Palatinate regions:

Cologne: Central hub for companies in the metropolitan region (since 2022).
Bornheim: Strategically located between Cologne and Bonn (since 2020).
St. Katharinen: Located just outside Koblenz on the Rhine, this is where our company’s history began in 2007.

SOCITAS Vienna: Your partner for Microsoft Dynamics 365 Business Central in Austria

Since 2017, we’ve been supporting companies right on-site as they embark on their journey toward a digital future. We’re not just another anonymous IT service provider—we’re your go-to Business Central partner in Vienna, … read more

ERP partner for Unna, the Unna district, the Ruhr region, and the Sauerland

Are you looking for an experienced ERP partner in Unna and the surrounding area? We’ve had an office in Unna since 2022 and support companies in the Unna district as well as in the Ruhr region … read more

Your partner for Microsoft Dynamics 365 Business Central in Cologne, Bonn, and Bornheim.
Local presence, expert consulting, and support.

Schedule an appointment now using our contact form!

Der Beitrag ERP-Partner für Köln, Bonn & das Rheinland erschien zuerst auf SOCITAS.

Payables Agent: Rechnungen in Business Central schneller verarbeiten

Jana Liboth — Wed, 27 May 2026 12:07:58 +0000

Manually checking, assigning, and transferring incoming invoices to Business Central? That takes time and ties up resources that are needed elsewhere. This is exactly where the Payables Agent comes in: it helps you automate recurring tasks in accounts payable and process invoices more efficiently. But what can the Payables Agent already do today, where are its limitations, and how can companies benefit from it in concrete terms? If you would like to find out how AI can noticeably relieve your processes in Business Central, read on.

How the Payables Agent supports your accounts payable processes

If you are still manually reviewing, checking, and processing invoices in Business Central, unnecessary effort can quickly build up in accounts payable. This is exactly where the Payables Agent comes in: it helps you automate recurring steps in the processing of vendor invoices and organize invoice handling more efficiently. Microsoft describes the agent as AI-powered feature, which reduces time-consuming tasks and errors in accounts payable and prepares invoice drafts in Business Central for review.

This is particularly relevant for recurring operating expenses such as rent, energy, leasing, telephone costs, or software subscriptions. In its current form, the Payables Agent is designed specifically for these types of invoices. Instead of manually transferring information again and again, you receive a prepared basis for further processing in Business Central. This leaves more time for professional review, approval, and accounting tasks that cannot be meaningfully automated.

The real added value lies not only in automating individual work steps, but in easing the burden of day-to-day invoice processing as a whole. The Payables Agent takes over preparatory tasks for you, while the professional control remains with you. It is precisely this combination of automation and human review that makes the feature interesting for companies looking to make their accounts payable processes more efficient in Microsoft Dynamics 365 Business Central, .

“Where time-consuming routine tasks are eliminated, resources are freed up. This is exactly where the great potential for relief offered by such tools lies. With the right consulting, companies can not only make use of these opportunities, but also position themselves for long-term future success.”

From inbox to invoice draft: How the Payables Agent supports invoice processing

Once you have set up the Payables Agent, it monitors a defined mailbox for incoming vendor invoices. When an email with a PDF attachment arrives there, the agent transfers the file to Inbound E-Documents in Business Central and initiates further processing.

The invoice data is then extracted via OCR using Azure Document Intelligence. Based on this information, the agent attempts to identify the correct vendor and classify the invoice content. To do this, Business Central uses not only the extracted document data, but also existing purchase histories and stored patterns or guidelines.

The agent then creates an invoice draft, which you can review, adjust if necessary, and finalize in Business Central. If a vendor cannot be reliably identified, the agent can specifically involve a user. If a new vendor needs to be created, according to Microsoft, it is initially created selectively so that professional review and approval remain ensured.

Key benefits of the Payables Agent in Business Central

The Payables Agent supports you not only with individual work steps, but can also make the overall processing of incoming invoices in Microsoft Dynamics 365 Business Central more efficient. Its added value is especially evident wherever many manual routines, recurring checks, and time-consuming preparatory tasks are still required today. Using the agent saves time, reduces errors , and increases productivity in accounts payable.

Less manual effort in everyday invoice processing

A major advantage of the Payables Agent is that incoming invoices no longer have to be transferred manually from emails in full. The agent picks up PDF attachments, eliminating many preparatory steps that take up time in day-to-day work and unnecessarily slow down processes.

Fewer errors in recurring accounting routines

Where data is manually transferred, checked, and assigned, the risk of errors also increases. This is exactly where the Payables Agent is designed to support you by automatically processing invoice information and preparing it for further handling. Error reduction is one of the key business values of this feature.

More time for professional tasks

When less effort is spent on pure data entry and invoice preparation, more room is created for tasks that require experience and professional judgment. This enables clerks and accountants to focus on more demanding activities and on what really matters.

Better support for recurring business expenses

The Payables Agent, in its current form, is particularly geared toward typical overhead costs, such as invoices for rent, energy, leasing, telephone services, or software subscriptions. It is precisely in this area that recurring processes with similar patterns often occur. The fact that the agent uses existing purchase histories and company policies can make invoice processing more consistent and efficient.

Automation instead of a black box

Another advantage is that the process does not disappear completely into the background. The Payables Agent creates a draft that you can review, adjust, and finalize. This means that control remains with the clerk or accountant, along with the ability to understand the suggestions and intervene in case of uncertainty. This is particularly important for companies that want to benefit from efficiency gains without giving up transparency and control in accounting.

Integrated directly into Business Central

The Payables Agent works directly within Business Central and is part of the ongoing development toward more AI-powered, agent-based processes in the ERP system. For you, this means that automation is not implemented as an isolated standalone solution, but within the trusted system context of Business Central. This is exactly what can make implementation and later day-to-day use significantly more effective.

“We are seeing strong interest among our customers in the introduction of agents. Thanks to our personal and long-term customer support, we can guide them individually and practically through this process.”

Your next step toward greater efficiency in Business Central

The Payables Agent shows where Business Central is heading: toward smarter, more automated support in day-to-day invoice processing. The agent already takes over important preparatory steps in the processing of incoming PDF invoices, creates drafts in Business Central, and relieves accounts payable teams of recurring tasks. At the same time, professional control deliberately remains within the company. This combination of automation and human review is exactly what makes the feature so valuable for businesses.

If you would like to make your incoming invoice processing in Business Central more efficient and realistically assess the potential of the Payables Agent for your processes, it is worth taking a closer look at your existing workflows. Let us find out together how the Payables Agent can meaningfully relieve your company. We would be happy to advise you personally.

Der Beitrag Payables Agent: Rechnungen in Business Central schneller verarbeiten erschien zuerst auf SOCITAS.

Unser neuer Imagefilm

FIMA — Wed, 25 Mar 2026 08:28:14 +0000

Business Central as the Foundation for Sustainable Success

Our new company video shows how SOCITAS supports companies in the implementation, further development, and day-to-day use of Microsoft Dynamics 365 Business Central. In just a few minutes, we’ll show you what collaboration at SOCITAS looks like, what matters most in projects, and why personalized support, practical experience, and tailored processes play a central role.

The focus isn’t just on the software itself, but above all on how modern ERP projects can function in everyday business — through partnership and with solutions that prove their worth in practice.

Key Highlights at a Glance

In our company video, we show you why now is the ideal time to modernize your ERP solution. From our many years of experience, we know that implementing a new system can initially involve some uncertainty. But once Microsoft Dynamics 365 Business Central is up and running, you’ll benefit from a smooth and efficient daily workflow. To ensure the transition goes as smoothly as possible, we place special emphasis on practical relevance: We use all the apps we offer in our own daily operations and continuously refine them. This direct connection to real-world practice enables us to offer you solutions that not only work but are also optimally tailored to your specific needs. Our process landscape is designed to be comprehensive and individually tailored to our customers’ needs.

Furthermore, you won’t find an anonymous ticket system here. We prioritize personal contact and assign a dedicated point of contact to every company. This ensures that you receive expert support at all times. Not only during implementation, but long afterward as well. We always view our collaboration with customers as a long-term partnership.

Through the combination of personal support and customized process design, we reliably support you in successfully modernizing your business processes.

How Business Central Eases the Burden on Your Business Day-to-Day

With Business Central, you lay the foundation for more efficient and better-connected business processes. Together with SOCITAS, you benefit from several advantages:

Increased efficiency: By automating and optimizing business processes, you save time, reduce stress, and save money.
Customization: We tailor Business Central as closely as possible to your company’s specific needs.
Personalized Support: Instead of generic support, you’ll have a dedicated point of contact from the very beginning who is familiar with both the system and your business processes.
Long-Term Development: With us, you’ll continuously evolve your system and processes — ensuring sustainable business success.
Practical expertise: We use Business Central and all related apps ourselves and understand their strengths and challenges from daily use.

The company video shows how SOCITAS supports companies with Microsoft Dynamics 365 Business Central, from the initial project phase through to long-term development in day-to-day operations. If you’d like to know what this collaboration looks like in practice, the video offers a concise and authentic insight. Watch now and learn more!

Watch the video

Are you looking for an experienced partner to guide you safely through your Business Central project and beyond?

Then get in touch. We will be happy to answer all your questions in a personal conversation.

Der Beitrag Unser neuer Imagefilm erschien zuerst auf SOCITAS.

Jetzt Chancen nutzen: Gemeinsam erfolgreich von NAV auf Business Central migrieren

FIMA — Mon, 15 Sep 2025 06:00:00 +0000

The decision to migrate from Dynamics NAV to Dynamics 365 Business Central is an important step toward the future. Microsoft will no longer be developing Dynamics NAV—official support will end in January 2028 at the latest. This increases the risks posed by security vulnerabilities, outdated technologies, and lack of compatibility. If you want to remain competitive in the long term, you should switch to a modern ERP solution at an early stage. However, as with any system changeover, this transition also presents challenges – technical, organizational, and strategic. In this article, we highlight the typical stumbling blocks of a migration and show how we, as an experienced Business Central partner, can work with you to achieve a smooth and successful transition.

1. Data migration: Old meets new

One of the biggest challenges during migration is transferring historical data from Dynamics NAV to Business Central. Different data structures, outdated master data, or individual customizations can complicate the process. We work with you to analyze which data should be transferred, clean up legacy data, and ensure a structured, secure migration. This allows you to start with a clean and powerful database in Business Central.

2. Customizations and individual developments

Many companies have customized Dynamics NAV over the years. These in-house developments are often deeply integrated into processes and are not always compatible with Business Central. We carefully review your existing customizations, identify critical functions, and work with you to develop modern solutions that can be implemented efficiently and future-proof in Business Central.

3. Process changes and training requirements

Business Central not only brings new features, but also changes processes. This can lead to uncertainty in day-to-day business. That's why we actively support your employees through the transition: with practical training, clear documentation, and an open ear for individual questions. Our goal is for your team to not only understand the new possibilities, but also use them effectively.

4. Technical infrastructure and cloud strategy

The transition from a local installation to a cloud-based solution presents many companies with strategic decisions. What infrastructure is necessary? How secure is my data in the cloud? We provide comprehensive advice on hosting options, security standards, and scaling options—and work with you to find the right solution, whether cloud, on-premises, or hybrid.

5. Time and resource planning

An ERP migration is not a side project. It requires time, resources, and clear responsibilities. As a Business Central partner, we take care of project management, work with you to define realistic schedules, and ensure transparent communication. This allows your day-to-day business to remain stable while the migration progresses professionally in the background.

Conclusion: Working together for a successful ERP relaunch

Migrating from Dynamics NAV to Business Central is a complex task—but with the right partner at your side, it becomes an opportunity. We accompany you from the initial analysis to go-live, with technical expertise, industry knowledge, and a clear focus on your goals. Let's master the challenges together and make your business fit for the future.

Are you faced with the decision of how to proceed with NAV?

Would you like to know why switching to Business Central is really worthwhile?

In our article, “Shape the future instead of waiting: 6 compelling reasons to switch to Business Central,” we show you the specific advantages Business Central offers—from cloud flexibility to cost efficiency. Read now >

Der Beitrag Jetzt Chancen nutzen: Gemeinsam erfolgreich von NAV auf Business Central migrieren erschien zuerst auf SOCITAS.

Zukunft beginnt heute: 6 starke Gründe für die Migration von NAV auf Business Central

FIMA — Mon, 25 Aug 2025 06:00:39 +0000

Are you still using Microsoft Dynamics NAV (formerly Navision) as your ERP system? Then you are facing an important decision. Microsoft will end support for this system on January 11, 2028, at the latest. After that, Microsoft will no longer offer updates for NAV 2018, so it is high time to consider a modern alternative. In this article, you will learn why Microsoft Dynamics 365 Business Central is not only the logical successor, but also offers a real opportunity for your company. Read on and discover six compelling reasons to make the switch.

Background: From Dynamics NAV to Dynamics 365 Business Central

For many years, Microsoft Dynamics NAV was a proven ERP solution for small and medium-sized businesses. However, with the digital transformation and the increasing demand for cloud-based, flexible systems, NAV reached its limits. In 2018, Microsoft launched Dynamics 365 Business Central, an upgrade based on the strengths of NAV but completely redesigned in terms of technology. The new focus is on the cloud, mobility, integration, and scalability. This makes the ERP system ideally suited to the requirements of modern companies. Since Dynamics NAV is no longer being developed and support will end in January 2028 at the latest, switching to Business Central is not only sensible but also necessary in order to remain competitive in the long term.

1. Cloud-based architecture and mobility

Business Central is based entirely on a cloud architecture, offering companies maximum flexibility. Unlike Dynamics NAV, which requires local servers, the cloud enables location-independent access – whether in the office, at home, or on the road. Scalability is another advantage: the system grows with your company and adapts to seasonal fluctuations without the need for additional hardware. Local installations or hybrid models are also possible for companies with special requirements.

2. Modernized user interface

The Business Central user interface has been completely redesigned and now matches the modern design of the Dynamics 365 world. It is intuitive, clear, and makes it easier to navigate through processes and data. Particularly noteworthy is the seamless integration with Microsoft 365 applications such as Outlook, Excel, and Teams. For example, quotes can be created directly from emails, and reports can be edited efficiently in Excel—saving time and increasing productivity.

3. Automatic updates and future-proofing

One major advantage of Business Central is that the software updates automatically. Whereas updates to Dynamics NAV largely had to be performed manually and often involved a great deal of effort, Business Central ensures that your system is always up to date. Security gaps are quickly closed and new functions are available immediately, which increases operational reliability and makes your company fit for the future.

4. Integration and expandability

Business Central is deeply integrated into the Microsoft 365 world and enables smooth data exchange between different applications. In addition, the system has a modular structure: additional functions and third-party extensions allow the system to be adapted to individual requirements and industry-specific processes.

5. Cost efficiency and predictability

Migrating to Business Central also brings economic benefits. Instead of high investments in local servers and their maintenance, companies pay a transparent monthly license fee. This simplifies budget planning and reduces total operating costs. At the same time, more efficient processes and better system integration ensure a noticeable reduction in operating costs.

6. Support and Security

A key reason for the switch is the expiring support for Dynamics NAV. Without regular updates, the risk of security vulnerabilities and compatibility issues increases. Business Central, on the other hand, offers continuous support, automatic updates, and the highest security standards—an important factor for long-term stability and reliability.

Conclusion: Switch to Business Central now and secure competitive advantages

Migrating from Dynamics NAV to Business Central is more than just a technical upgrade—it's a strategic step toward the future. With a modern, cloud-based architecture, automatic updates, high user-friendliness, and comprehensive integration, Business Central offers everything a growing company needs today. And thanks to predictable costs and continuous support, you also benefit economically. Don't wait until 2028 – discover the advantages of Business Central for your company now.

Are you faced with the decision of how to proceed with NAV?

Der Beitrag Zukunft beginnt heute: 6 starke Gründe für die Migration von NAV auf Business Central erschien zuerst auf SOCITAS.

Copilot in Business Central: KI-Unterstützung im Arbeitsalltag

FIMA — Mon, 04 Aug 2025 06:00:00 +0000

Artificial intelligence (AI) is fundamentally changing the business world. It helps companies automate processes, make data-driven decisions, and significantly increase efficiency in their day-to-day work. Whether in customer communication, sales, or financial accounting, AI is increasingly helping to tackle time-consuming tasks, saving time, and increasing productivity.

AI is also finding its way into the ERP sector: Microsoft Copilot now provides companies with an AI-powered assistant directly in Dynamics 365 Business Central. Copilot supports users in handling everyday tasks, provides intelligent suggestions, and ensures greater productivity and less effort. In this article, you will learn how Copilot works, what specific advantages it offers, and how you can use it effectively in your company.

What is Copilot in Business Central?

Copilot is Microsoft's AI-powered assistant that is integrated directly into Business Central. It uses the capabilities of generative AI to assist users with routine tasks, summarize information, and simplify processes. Copilot accesses data from the ERP system and the Microsoft 365 environment, helping users make faster and more informed decisions.

Important: Copilot is only available for the cloud version of Business Central. Companies that still use a local or hybrid installation must switch to the cloud in order to benefit from the AI features.

Typical application scenarios in everyday work

Text creation and communication: Copilot helps you draft emails, quotes, or invoices—directly from Business Central.
Data analysis and summaries: Large amounts of data are automatically analyzed and summarized in easy-to-understand reports.
Process support: Whether creating sales documents or maintaining master data, Copilot suggests appropriate actions, saving valuable time.
Integration with Microsoft 365: Thanks to the connection to Outlook, Teams, and Excel, tasks can be completed seamlessly across different platforms.

Benefits for businesses

Increased productivity: Routine tasks are completed faster, leaving more time for strategic activities.
Error reduction: Intelligent suggestions and automatic checks reduce the error rate during data entry.
Usability: Even less experienced users can find their way around more quickly thanks to AI support.
Scalability: Copilot adapts to the requirements of the company and grows with it.
Cost: Copilot is part of the Business Central Cloud license and does not incur any additional costs for basic functions. Additional fees may apply for advanced AI functions, depending on usage — we would be happy to advise you individually.

Conclusion: Greater efficiency through AI in ERP systems

Copilot is more than just a nice extra feature in Business Central—it's a real hero in everyday work. Companies that already work with Business Central or are planning to migrate should actively use the possibilities offered by AI. As a Business Central partner, we support you in integrating Copilot into your processes in a meaningful way and exploiting its full potential.

Are you interested in Copilot?

Then get in touch with us. We will be happy to advise you and show you how you can use Copilot in Business Central for your company.

Der Beitrag Copilot in Business Central: KI-Unterstützung im Arbeitsalltag erschien zuerst auf SOCITAS.

Partnerlösungen für die Bereiche Vertrieb und Service

FIMA — Mon, 12 May 2025 06:00:00 +0000

In today's business world, it is crucial for companies to continuously optimize and automate their processes in order to remain competitive. Microsoft Dynamics 365 Business Central provides a solid foundation, but by using specialized add-ons, you can significantly expand the functionality of your ERP solution. These add-ons help you meet your specific business needs, increase efficiency, and improve customer satisfaction. Below, we present three add-ons from our partners that we have had good experience with in the areas of sales and service.

Service App

The Service App from Anvaigo is a service extension that increases the efficiency of your service processes. Thanks to mobile connectivity, your service employees have access to all important data from Microsoft Dynamics 365 Business Central anytime, anywhere. This enables fast and competent processing of service orders. The app offers comprehensive field service management software for maintenance and repairs that also works offline. It includes functions such as time tracking, checklists, photo documentation, and the processing and creation of Dynamics service orders. This software is also ideal for plant and equipment maintenance and repairs.

365 business Address Validation

The 365 business Address Validation add-on for Microsoft Dynamics 365 Business Central offers an auto-complete feature for error-free entry of postal addresses as well as organizational and company information. This address prediction is implemented in the master data tables for contacts, customers, vendors, resources, and employees. In addition, 365 business Address Validation can be used to automatically check addresses from external systems for accuracy. This simplifies and speeds up your processes by completing addresses as you type. This ensures that your address data is always correct and that your customers can be reached reliably, avoiding returns and duplicate contacts.

Dynamics 365 Sales

Microsoft Dynamics 365 Sales is not actually an add-on, but rather a standalone CRM solution from Microsoft's Dynamics 365 family, which also includes Business Central. As such, it represents an alternative to the sales and marketing modules in Business Central. There is no universal answer to the question of whether the CRM functions in BC are sufficient or whether you should opt for a standalone CRM solution. As is so often the case, the decisive factors here are your specific requirements and how you prioritize them. The CRM module in Business Central covers the three classic areas of marketing, sales, and service, but clearly focuses on the sales and distribution process. In contrast, Dynamics 365 Sales offers more features such as multi-stage campaigns, optimized searches, graphical contact histories, and greater flexibility in setting up your own workflows and views, as well as organizing sales tasks.

The Power Platform serves as the basis for both Microsoft Dynamics 365 Business Central and Dynamics 365 Sales, enabling easy data exchange between the Dynamics solutions.

Conclusion

The add-ons for Microsoft Dynamics 365 Business Central mentioned above or the additional use of the Dynamics 365 Sales CRM solution can bring significant benefits to your company. Not only do they improve the efficiency and transparency of your processes, but they also help to increase customer satisfaction and promote the growth of your company. Take advantage of the opportunities these enhancements offer to take your business processes to the next level.

We will determine which add-on is best suited to you and your company in a joint discussion. We will be happy to advise you and take care of all coordination and consultation with the respective partner company, so that we remain your direct and, if desired, sole point of contact for the extension modules.

Are you interested in the solutions presented here?

Then get in touch. We will be happy to answer all your questions in a personal conversation.

Der Beitrag Partnerlösungen für die Bereiche Vertrieb und Service erschien zuerst auf SOCITAS.

Partnerlösungen für die Bereiche Logistik und Versand

FIMA — Mon, 21 Apr 2025 06:00:00 +0000

In the logistics and shipping sectors, efficient and reliable processes are crucial for success. Although Microsoft Dynamics 365 Business Central already offers extensive functions in the standard version, it can be useful to expand your ERP solution with add-ons to meet your specific challenges. To do this, we work with reliable partners and recommend three solutions from our partner Comsol. These add-ons are designed to optimize and automate your logistics and shipping processes in the long term.

Multiship

Comsol Multiship is an integrated shipping solution for Dynamics NAV / Business Central that helps you optimize your shipping process. The modular system enables transparent processing of outgoing goods processes and export orders directly in Business Central. In addition, the add-on allows parallel processing of shipping operations for various parcel delivery companies and freight forwarders, without additional interfaces.

SanScreen

Comsol SanScreen is the sanctions list screening for Dynamics NAV / Business Central. The add-on offers an efficient, fast and secure sanctions list screening. The review is carried out directly in your Microsoft Dynamics NAV solution for contacts, debtors, creditors and addresses in sales documents – ad-hoc, process-controlled or as a batch job at specified times. Permanent control and complete documentation of these checks are essential and non-compliance is punishable. All checks are documented in accordance with the EU regulations.

Exposys ATLAS AES

The Comsol Exposys Atlas AES add-on for Dynamics NAV / Business Central makes it possible to report exports directly from the ERP system to the Atlas procedure of the German customs administration. This includes the registration (MRN), the authorization process, the export accompanying document (EAD) and the export certificate. The transparent data preparation and reporting to customs accelerates the outgoing goods process through automation. With one click from the shipping order to the export order – all in Microsoft Dynamics.

etiscan

etiscan bietet eine durchdachte, mobile Lösung für die Datenerfassung in der Intralogistik, der Produktion und der Betriebsdatenerfassung (BDE) – vom Wareneingang über Kommissionierung bis hin zum Versand und zur Fertigung. Die skalierbaren, modular aufgebauten Lösungen lassen sich innerhalb kurzer Zeit in vielseitige ERP-Systeme (darunter Microsoft NAV/Business Central, SAP, Sage) integrieren – ganz ohne Middleware. Das Ergebnis: höhere Produktivität, reduzierte Fehlerquoten, Echtzeit-Transparenz über Bestände und Produktionsfortschritte sowie nachhaltige Kostensenkung durch papierloses Arbeiten. Dank benutzerfreundlicher Apps auf Smartphones, Tablets und professionellen Handhelds gelingt die Digitalisierung in Lager, Produktion und BDE schnell, intuitiv und zuverlässig.

Conclusion

Unser Ziel ist es, ein ERP-System zu implementieren, das möglichst nah am Standard liegt. Wenn der Systemstandard jedoch nicht ausreicht, setzen wir auf bewährte Partnerlösungen. Die Erweiterung von Microsoft Dynamics 365 Business Central mit Partnerlösungen wie Comsol Multiship, SanScreen, Exposys Atlas AES und etiscan bietet erhebliche Vorteile für Logistik und Versand. Diese Add-ons optimieren Ihre Prozesse, erhöhen die Effizienz und gewährleisten die Einhaltung gesetzlicher Vorschriften. Durch die Integration dieser Lösungen in Ihr ERP-System können Sie Ihr Geschäft nachhaltig verbessern und zukunftssicher gestalten. Welches Add-on für Ihr Unternehmen am besten geeignet ist, ermitteln wir gemeinsam. Wir übernehmen die gesamte Koordination mit dem Partnerunternehmen, sodass wir Ihr direkter Ansprechpartner bleiben.

Are you looking to optimize your shipping processes and wondering whether the add-ons presented here are right for you and your company?

Then get in touch. We will be happy to answer all your questions in a personal conversation.

Der Beitrag Partnerlösungen für die Bereiche Logistik und Versand erschien zuerst auf SOCITAS.

Partnerlösungen für den Bereich Human Ressources

FIMA — Mon, 31 Mar 2025 08:53:20 +0000

In this article, we recommend three add-ons that are specifically designed to extend the functionalities of Microsoft Dynamics 365 Business Central and meet the specific requirements of the HR department. They offer companies the opportunity to optimize and automate their human resource management processes.

Infoniqa Payroll

Optimize your payroll with Infoniqa Payroll. The powerful payroll software can be seamlessly integrated into Microsoft Dynamics 365 Business Central and impresses with its intuitive user guidance. All relevant data can be managed centrally in the digital personnel file – anytime, anywhere. GDPR-compliant and TÜV-tested, Infoniqa Payroll also offers the highest data protection and security.

TempVision

Steigern Sie die Effizienz Ihrer Personalverwaltung mit der Zeitwirtschaftssoftware TempVision von Tempras. Dieses umfassende Modul deckt die Bereiche Personalzeitwirtschaft, Zutrittskontrolle, Betriebsdatenerfassung und HR-Management ab. Erfassen und verwalten Sie die Arbeitszeiten Ihrer Mitarbeiterinnen und Mitarbeiter, dokumentieren Sie Abwesenheiten und Überstunden, und stellen Sie sicher, dass gesetzliche Vorgaben eingehalten werden. Die intuitive Bedienoberfläche sowie die vollständige Integration in Ihr ERP-System garantiert eine reibungslose Nutzung.

Expense Management

Automate the entire expense reporting process with Expense Management, the comprehensive Continia add-on for managing expenses and travel costs. With this tool, employees can easily record their expenses and submit receipts digitally, while the system automatically processes the data and forwards it for approval. Thanks to seamless integration with Microsoft Dynamics 365 Business Central, expense management becomes more efficient and transparent. With Expense Management, you simplify the entire expense reporting process, saving your employees time and reducing errors while ensuring compliance with internal policies and legal requirements.

Conclusion

Our goal is to implement an ERP system that is as close as possible to the standard. However, if we reach the limits of the system standard and cannot fully meet the requirements of your HR department, we rely on the proven solutions of our partners.

By using these add-ons, companies can increase the accuracy and efficiency of their HR processes, ensure compliance with legal requirements, and improve employee satisfaction. These HR add-ons for Business Central provide a comprehensive solution to help companies modernize their HR departments and successfully meet the challenges of human resource management.

We will determine which add-on is best for you and your company in a joint discussion. We will be happy to advise you and take over the entire coordination and alignment with the respective partner company, so that we are also your direct and only point of contact for the add-on modules.

Are you looking to optimize the processes in your HR department and wondering whether the add-ons presented here are right for you and your company?

Then get in touch. We will be happy to answer all your questions in a personal conversation.

Der Beitrag Partnerlösungen für den Bereich Human Ressources erschien zuerst auf SOCITAS.

SOCITAS

Central Q: Schnelle Antworten für Ihren Business Central Alltag

Spend less time searching and get back to work faster with Central Q

From question to answer: How Central Q delivers results

Microsoft knowledge, community experience, and your own documents in one place

Who can benefit most from Central Q?

Central Q does not replace consulting — but it adds real value to everyday work

Making Business Central knowledge directly usable with Central Q

ERP-Partner für Köln, Bonn & das Rheinland

Why a Regional ERP Partner for Cologne & Bonn is Crucial

Dynamics 365 Business Central: The Cloud ERP Solution for SMEs

Our Locations in the Rhineland — Proximity That Creates Added Value

SOCITAS Vienna: Your partner for Microsoft Dynamics 365 Business Central in Austria

ERP partner for Unna, the Unna district, the Ruhr region, and the Sauerland

Your partner for Microsoft Dynamics 365 Business Central in Cologne, Bonn, and Bornheim. Local presence, expert consulting, and support.

Payables Agent: Rechnungen in Business Central schneller verarbeiten

How the Payables Agent supports your accounts payable processes

From inbox to invoice draft: How the Payables Agent supports invoice processing

Key benefits of the Payables Agent in Business Central

Less manual effort in everyday invoice processing

Fewer errors in recurring accounting routines

More time for professional tasks

Better support for recurring business expenses

Automation instead of a black box

Integrated directly into Business Central

Your next step toward greater efficiency in Business Central

Unser neuer Imagefilm

Business Central as the Foundation for Sustainable Success

Key Highlights at a Glance

How Business Central Eases the Burden on Your Business Day-to-Day

Are you looking for an experienced partner to guide you safely through your Business Central project and beyond?

Jetzt Chancen nutzen: Gemeinsam erfolgreich von NAV auf Business Central migrieren

1. Data migration: Old meets new

2. Customizations and individual developments

3. Process changes and training requirements

4. Technical infrastructure and cloud strategy

5. Time and resource planning

Conclusion: Working together for a successful ERP relaunch

Are you faced with the decision of how to proceed with NAV?

Would you like to know why switching to Business Central is really worthwhile?

Zukunft beginnt heute: 6 starke Gründe für die Migration von NAV auf Business Central

Background: From Dynamics NAV to Dynamics 365 Business Central

1. Cloud-based architecture and mobility

2. Modernized user interface

3. Automatic updates and future-proofing

4. Integration and expandability

5. Cost efficiency and predictability

6. Support and Security

Conclusion: Switch to Business Central now and secure competitive advantages

Are you faced with the decision of how to proceed with NAV?

Copilot in Business Central: KI-Unterstützung im Arbeitsalltag

What is Copilot in Business Central?

Typical application scenarios in everyday work

Benefits for businesses

Conclusion: Greater efficiency through AI in ERP systems

Are you interested in Copilot?

Partnerlösungen für die Bereiche Vertrieb und Service

Service App

365 business Address Validation

Dynamics 365 Sales

Conclusion

Are you interested in the solutions presented here?

Partnerlösungen für die Bereiche Logistik und Versand

Multiship

SanScreen

Exposys ATLAS AES

etiscan

Conclusion

Are you looking to optimize your shipping processes and wondering whether the add-ons presented here are right for you and your company?

Partnerlösungen für den Bereich Human Ressources

Infoniqa Payroll

TempVision

Expense Management

Conclusion

Are you looking to optimize the processes in your HR department and wondering whether the add-ons presented here are right for you and your company?

Your partner for Microsoft Dynamics 365 Business Central in Cologne, Bonn, and Bornheim.
Local presence, expert consulting, and support.