From Ledger to Decision: An Excel-native Playbook for Business Central
FREE Membership Required to View Full Content:
Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here
Business Central is a brilliant ledger. But when finance teams need to make decisions, Excel still runs the show. The problem is familiar: ERP reporting gives you what happened; Excel gives you judgment, modelling and situational fixes. The gap? It creates error-prone exports, slow closes, and a shadow system nobody can govern.
Join Microsoft Dynamics MVP Rick McCutcheon and the Velixo team for a concise, hard-nosed playbook that keeps Excel where users want it while making it safe, real-time and auditable. Learn how to turn Business Central data into decision-ready reports, and how to push validated changes back into the ledger without breaking governance or performance.
Velixo is already the trusted Excel-first operational layer for thousands of ERP customers. Its customers report dramatic improvements in reporting speed and month-end efficiency, results you can replicate in Business Central.
Why this webinar matters
If you’re tired of manual extracts, spreadsheets that fall apart, and FP&A cycles that take weeks, this session is practical and tactical. We’ll show the exact patterns finance teams, and VARs who implement them, use to move from fragile reporting to governed, repeatable decision workflows.
You’ll walk away with
- A clear explanation of why Excel remains the system of work for finance and how to govern it so it’s reliable, auditable and scalable.
- How live Business Central connectivity plus pixel-perfect Excel layouts eliminates manual exports, version chaos and rework.
- Concrete writeback examples (journals, budgets, mass fixes) and the governance patterns that make writeback safe.
- The CFO conversation: simple ROI math that shows time saved, faster closes and lower IT dependency.
Who should attend
Finance controllers, accounting leads, FP&A and Excel power users, Business Central technical leads and VARs/SIs who want a repeatable, high-value implementation and services package.
Why attend if you’re a VAR
This is a repeatable project: templates, writeback, governance and automation that you can sell as implementation + managed services. We’ll highlight the commercial playbook so you leave with an offer outline you can use tomorrow.