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Business Central Webinar Series

Unlock AI and Data Power in Business Central

Join us for two exclusive, hands-on webinars designed to empower SMB’s with integrated tools like AI Agents and Power BI in Microsoft Dynamics 365 Business Central. Hosted by Stephanie McColly, CMO & Business Integrator at Crestwood Associates, these sessions will showcase practical setups, live demos, and actionable insights to streamline your operations and drive scalable growth.
 
As a tech-savvy strategist with over two decades in marketing, finance, and operational strategy, Stephanie McColly will guide you through integrating AI automation and advanced data visualization, aligning with operational principles for sustainable success.
 
Joining her is Jason McColly, Solution Architect and Business Data Analyst, bringing expertise in data tools and analysis to enhance the demos. Whether you’re a current or future Business Central user, these webinars are tailored for you. 

WEBINAR 1

Introducing AI Agents in Business Central

Learn how AI Agents can automate tedious tasks and enhance your sales and payables processes. In this session, Stephanie McColly and Jason McColly (Solution Architect & Business Data Analyst) will walk you through: 

  • Step-by-step setup of the Sales Order Agent (automates email-based order processing by analyzing customer requests). 
  • Configuration of the Payables Agent (AI-driven invoice analysis from emails, drafting entries for review). 
  • A live demo showing real-world applications, error reduction, and time savings. 
  • Q&A: Get your questions answered on implementation for your SMB.

This is perfect for SMBs looking to harness AI for operational harmony and focus on what matters most: growth. Secure your spot and complimentary discovery session!

Watch Now

WEBINAR 2

Extract, Analyze, and Visualize Data in Power BI & Business Central

Unlock hidden insights from your Business Central data with seamless Power BI integration. Hosted by Stephanie McColly and featuring Jason McColly (Solution Architect & Business Data Analyst), this showcase includes:

  • How to connect and set up Power BI directly in Business Central (using OData URLs and default integrations).
  • Exploration of out-of-the-box reports for sales, inventory, finance, and more.
  • A live demo of real-time visualizations, custom dashboards, and data-driven decision-making.
  • Q&A: Tips on leveraging these tools for EOS-aligned efficiency in your operations.

Ideal for SMBs ready to turn data into actionable strategies for smarter, scalable systems.

Watch Now

Why Attend?

  • Practical Value: Hands-on demos and setups you can implement immediately.
  • Expert Guidance: Learn from Stephanie McColly’s blend of CMO leadership and operations expertise, complemented by Jason McColly’s data analysis skills, all focused on data-driven optimization for SMBs.
  • Networking: Connect with other Business Central users in the ERP community

ERP Integration

Why Choose Dynamics Business Central for Your SMB?

Unlike basic accounting software, it connects your financials, sales, and customer data in one platform.
Learn More

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