Finance Transformation Part 1 | Dynamics 365 Business Central ERP, Copilot & AI Agents Demo

Recorded live on 24 June 2026 “How to make your finance function automated & AI‑driven with Business Central.” This webinar has been split into a two part video series. Watch Part 2 Here:    • Finance Transformation Part 2 | FP&A with ...   Presented by: Matthew Paul - Client Engagement, Australia Raymond Nguy - Principal Consultant (FP&A Transformation) Devon Stove - Pre‑Sales Solution Architect Agus Salim - Client Engagement, Singapore Sponsored by Microsoft Part 1 focuses on how finance teams are modernising their operations using Dynamics 365 Business Central, Microsoft Copilot, and the new generation of AI Agents. We begin with a deep look at the modern finance landscape. Raymond outlines why expectations on finance teams continue to rise, why traditional spreadsheet driven processes are no longer sustainable, and how disconnected systems create delays, risk, and a lack of trust in financial data. He explains the importance of building a clean, standardised ERP foundation - shared charts of accounts, consistent dimensionality, integrated operational systems - and how this foundation enables automation, reduces manual effort, and prepares organisations for AI. From there, Devon takes us into a practical demonstration inside Dynamics 365 Business Central. You’ll see how Copilot acts as an in system AI assistant for data retrieval, analysis, and user guidance, and how AI Agents automate repeatable finance tasks. The demo includes the Sales Order Agent and a full walkthrough of the Payables Agent, showing how Business Central can now ingest supplier invoices, match lines, suggest GL coding, and streamline AP processing with human‑in‑the‑loop review. Part 1 blends strategy and hands on capability, giving finance teams a clear view of why modernisation is needed and how Business Central’s AI features make it achievable. What you’ll learn in Part 1: Why finance teams struggle with manual processes, disconnected systems, and slow reporting How to redesign the finance operating model to focus on higher‑value work Why a clean ERP core in Dynamics 365 Business Central is essential for automation and AI How Copilot supports finance teams with data retrieval, analysis, and user assistance How AI Agents automate AP processing, sales order intake, and repetitive workflows Live demo: Copilot help, data retrieval, and analysis mode Live demo: Payables Agent (OCR, line matching, GL coding suggestions, approvals) How AI changes finance roles, skills, and team structures Chapters in video: 00:00 – Intro 00:13 – The Changing Expectations of Finance 02:40 – Fragmented Systems & Manual Processes 04:40 – Technology as the Root Cause 07:41 – What “Good” Looks Like: The Clean ERP Core 12:38 – Finance Maturity Model & Transformation Stages 16:31 – Copilot vs Agents in Business Central Overview 21:13 – Business Central Agents Demo: Sales Order & Payables Agent 34:54 – How AI Changes Finance Roles & Processes