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Practical guidance on getting more out of your Microsoft stack: security, ERP, automation, and compliance, written for the people who run growing businesses.

LatestAdapting Dynamics 365 Sales as a partnership tracker: what changes when there's no sales pipelineA CRM built for sales pipelines can hold partnership relationships, grant programs, and community engagement, but only if you decide up front what to strip out and what to keep.Dynamics 365 SalesExplainerSeptember 11, 2026
September 2026
Sep 11, 2026Business Central with Claude or Copilot: the MCP connector and where your data goesBusiness Central ships an MCP connector that lets you drive it from Claude or another AI tool, not just Microsoft Copilot, and the two paths carry different data guarantees.Business CentralExplainerSep 11, 2026Dynamics 365 Customer Voice: what it does before you plan to replace your web formsCustomer Voice is a survey tool, and moving referral intake off a web form onto it means the same routing and record creation you have today all runs through Power Automate.Business CentralExplainerSep 11, 2026Sharing a Power BI report with clients who aren't in your tenant: three options and their real costExternal sharing in Power BI comes down to guest access, per-user licensing, or an embedded public-facing report, and the right one depends on how many people need to see it.Power BI & FabricExplainerSep 9, 2026Connecting Claude or Copilot to Business Central data: the native MCP server and the Copilot sidecarBusiness Central ships with a native MCP server and an in-app Copilot, which together let your team query data in plain language and, through Claude or Copilot, key transactions against the tables you enable.Business CentralExplainer
August 2026
Aug 28, 2026EDI and marketplace channels: what an integration platform covers and what it doesn'tFor retailers moving to Business Central with both EDI trading partners and online marketplaces, the API side of an integration platform supports three feeds and nothing more.Business CentralExplainerAug 26, 2026EDI or API for your trading partners: when a distributor needs middlewareWhether a distributor needs a middleware subscription alongside Business Central comes down to counting which trading partners require EDI and which are already covered by a native connector.Business CentralExplainerAug 26, 2026Pricing that follows the customer: using dimensions and item variants in Business CentralHow a company running two business lines out of one Business Central company got the right price to fill in automatically on every sales order.Business CentralExplainerAug 25, 2026Buying Azure Document Intelligence for a seasonal business: how to work the volume tiersA document-processing company faced a huge tax-season spike, and the way you commit to Azure Document Intelligence volume can save real money.Cross-platformBuying GuideAug 25, 2026Custom Document Intelligence models: what training the model in your own Azure tenant meansA client asked what the difference is between the built-in and custom document models, and the answer clears up a lot of confusion about where your training actually lives.Azure & AIExplainerAug 21, 2026Dimensions or more GL accounts? A nonprofit's chart of accounts rebuild in Business CentralA nonprofit finance lead learned the hard way that the answer to "how do I track this?" is usually a dimension, not a new account.Business CentralExplainerAug 20, 2026Cost allocation and intercompany due-to/due-from in Business Central: automating the entries you build by handA finance team paying AP from one bank account and charging six other entities was rekeying allocations and settlement entries by hand; here's how that maps to Business Central.Business CentralExplainerAug 20, 2026Quotes in Dynamics 365: price lists, product tables, and document templates explainedA services org that auto-generates quotes in Salesforce wanted to know how the same flow works in Dynamics 365, from price lists to Word-based document templates.Cross-platformBuying GuideAug 19, 2026Three systems, one budget number that never matches: consolidating project management, timekeeping, and accountingWhen your project tool, your timekeeping app, and your accounting system all report a different number for the same budget, someone spends their week hunting for the difference.Cross-platformBuying GuideAug 18, 2026Business Central on-premises or cloud: how to decideMicrosoft Dynamics 365 Business Central runs in Microsoft's cloud or on servers you own. Here is what separates the two: the features that are missing on-premises, who performs upgrades and how often, what the current version demands of your hardware, and where the cost lands over several years.Business CentralExplainerAug 18, 2026No warehouse, no MRP: running an import-and-drop-ship business in Business CentralA small US sales office that quotes, sources from sister plants overseas, and drop-ships everything to the customer doesn't need most of an ERP's inventory machinery, so here's what it does need.Business CentralExplainerAug 11, 2026Drawing the line between your CRM and your ERP: which system owns inventory, billing, and revenueWhen you run Dynamics 365 and Business Central together, the design question that saves you the most trouble is deciding which system owns each job.Cross-platformBuying GuideAug 6, 2026How a pro sports franchise gets accurate ticket sales reporting with Dynamics 365 Sales CRMA pro sports franchise's group sales team needed a reduced ticket count to post as its own dated line rather than quietly changing the original number. Here is how that gets built in Dynamics 365 Sales, and why the weekly report depends on it.Cross-platformBuying GuideAug 6, 2026What to expect when a Business Central implementation startsA manufacturer near the end of its buying process asked what happens once a Business Central project starts: who you work with, what the first weeks cover, the weekly rhythm, what to prepare, and what tends to move a timeline.Business CentralExplainerAug 5, 2026Co-managed IT for a growing internal team: where an MSP adds depth without replacing your staffWhen an internal IT team is splitting into infrastructure and business-operations tracks, a co-managed arrangement fills the gaps instead of taking over.Cross-platformBuying GuideAug 5, 2026One back Office, many LLCs: structuring IT when you keep spinning up new entitiesA founder-led services group kept launching separate companies off the same team, and the IT question was how to keep the entities clean while sharing people.Cross-platformBuying GuideAug 5, 2026Same product, different price per customer: item variants vs new item numbers in Business CentralA chemical distributor needed the same product to carry a different negotiated cost and price for each customer, and Business Central gives you two clean ways to model it.Business CentralExplainerAug 4, 2026Microsoft agent 365 and computer-use agents: what they are and how the licensing worksA look at the new class of AI agents that operate a browser like a person, and how buying one as a Microsoft license changes the cost math.Microsoft 365ExplainerAug 3, 2026Business Central's MCP server now exposes all standard APIs and API queriesThe Model Context Protocol server in Microsoft Dynamics 365 Business Central now exposes all standard Microsoft APIs plus API queries as tools, which changes the math on custom development for AI agents and integrations.Business CentralExplainerAug 3, 2026Project Operations now enforces time entry incrementsMicrosoft Dynamics 365 Project Operations lets you require that every logged time entry be a multiple of an increment you set, so rounding rules live in the system instead of in your team's habits.Dynamics 365 Project OperationsExplainer

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