SOCITAS

Migration von NAV auf Business Central: 6 starke Gründe

FIMA — Fri, 28 Aug 2026 06:00:39 +0000

Nutzen Sie noch Microsoft Dynamics NAV (ehemals Navision) als ERP-System? Dann stehen Sie vor einer wichtigen Entscheidung.

Verstärkt wird diese Frage mit dem von Microsoft angekündigten offiziellen Support-Ende zum 30. April 2031. Ab diesem Zeitpunkt können bestehende Wartungsverträge (Enhancement Plans) nicht mehr verlängert werden, bestehende Lizenzen nicht mehr erweitert (User / Objekte) oder erneut heruntergeladen / aktualisiert werden und bestehende NAV-Subscriptions nicht mehr fortgeschrieben werden.

Es wird also Zeit, sich mit einer modernen Alternative auseinanderzusetzen.

Microsoft Dynamics 365 Business Central ist die Nachfolgerin aus dem Hause Microsoft für alle Vorgänger Navision Derivate. Sie bietet mit modernen Funktionen, einer zukunftsweisenden Technologie, integrierten KI-Funktionen und mit der Einbindung ins Microsoft Ökosystem eine echte Chance für Ihr Unternehmen. Erfahren Sie hier die Vorteile bei einer rechtzeitigen Migration von Navision auf BC.

Praxistipp für ein sicheres ERP-Projekt:

Eine ERP-Umstellung bietet Chancen, birgt aber auch Risiken bei der Datenübernahme oder der Prozessanpassung. Damit Ihr Projekt reibungslos verläuft, haben wir die häufigsten Fehler aus der Praxis für Sie zusammengefasst.

Microsoft Dynamics NAV war über viele Jahre hinweg eine bewährte ERP-Lösung für kleine und mittelständische Unternehmen. Auch wir haben das System bei vielen Kunden eingebaut. Mit dem digitalen Wandel und dem zunehmenden Bedarf an cloudbasierten, flexiblen Systemen stieß die Software an ihre Grenzen. Als offizieller Navision Nachfolger vereint das neue System bewährte Stärken mit moderner Technologie.

Mit Dynamics 365 Business Central brachte Microsoft schon 2018 ein Upgrade auf den Markt, das auf den Stärken von NAV basiert, technologisch jedoch komplett neu aufgestellt wurde.

Wer den Umstieg von NAV auf Business Central wagt, setzt auf einen klaren Fokus:

Cloud
Mobilität
Integration
Skalierbarkeit
KI
Automatisierung
Digitalisierung

Da das alte System nicht mehr weiterentwickelt wird und der Support spätestens im Januar 2028 endet, ist die Migration von Navision auf BC notwendig, um langfristig wettbewerbsfähig zu bleiben.

Entscheider brauchen starke Gründe, um die Umstellung von NAV auf Business Central anzugehen.

6 starke Gründe für den Wechsel von NAV auf Business Central

1. Cloud-based architecture and mobility

Das System basiert vollständig auf einer Cloud-Architektur, was Unternehmen maximale Flexibilität bietet. Im Gegensatz zu älteren Versionen, die lokale Server benötigen, ermöglicht die Cloud einen ortsunabhängigen Zugriff – ob im Büro, im Homeoffice oder unterwegs.

Die Skalierbarkeit ist ein weiterer Pluspunkt: Das System wächst mit Ihrem Unternehmen und passt sich saisonalen Schwankungen an, ohne dass zusätzliche Hardware erforderlich ist. Für Unternehmen mit besonderen Anforderungen sind auch lokale Installationen oder hybride Modelle möglich.

2. Modernisierte Benutzeroberfläche bei Business Central

Die Benutzeroberfläche wurde grundlegend überarbeitet und entspricht dem modernen Design der Dynamics-365-Welt. Im Vergleich zur alten Logik von Navision ist die neue Oberfläche in Business Central übersichtlich und erleichtert die Navigation durch Prozesse und Daten.

Besonders hervorzuheben ist die nahtlose Integration mit Microsoft-365-Anwendungen wie Outlook, Excel und Teams. So lassen sich beispielsweise Angebote direkt aus E-Mails erstellen oder Berichte effizient in Excel bearbeiten – das spart Zeit und erhöht die Produktivität.

3. Automatic updates and future-proofing

Ein großer Vorteil des neuen Systems ist die automatische Aktualisierung der Software. Während bei älteren Versionen Updates zum großen Teil manuell durchgeführt werden mussten und oft mit hohem Aufwand verbunden waren, sorgt das neue Cloud-Modell dafür, dass Ihr System stets auf dem neuesten Stand ist.

Sicherheitslücken werden schnell geschlossen, neue Funktionen stehen sofort zur Verfügung und das erhöht die Betriebssicherheit und macht Ihr Unternehmen zukunftsfähig.

4. Integration and expandability

Die tiefe Verankerung in der Microsoft-365-Welt ermöglicht einen reibungslosen Datenaustausch zwischen verschiedenen Anwendungen. Zu den klaren Vorteilen von Business Central gehört zudem der modulare Aufbau: Zusätzliche Funktionen und Erweiterungen von Drittanbietern ermöglichen die Anpassung des Systems an individuelle Anforderungen und branchenspezifische Prozesse, ohne den Standard-Code zu verbiegen.

5. Cost efficiency and predictability

Den Schritt von Navision auf Business Central zu wechseln, bringt auch wirtschaftliche Vorteile mit sich. Statt hoher Investitionen in lokale Server und deren Wartung zahlen Unternehmen eine transparente, monatliche Lizenzgebühr. Das erleichtert die Budgetplanung und reduziert die Gesamtbetriebskosten. Gleichzeitig sorgen effizientere Prozesse und die bessere Systemintegration für eine spürbare Senkung der operativen Kosten.

6. Support und Sicherheit durch den Microsoft Navision Nachfolger

Ein entscheidender Grund für den Wechsel ist der auslaufende Support für Dynamics NAV. Ohne regelmäßige Updates steigt das Risiko von Sicherheitslücken und Kompatibilitätsproblemen.

Der moderne Navision Nachfolger hingegen bietet kontinuierlichen Support, automatische Updates und höchste Sicherheitsstandards – ein wichtiger Faktor für langfristige Stabilität.

Support für NAVISION läuft aus.

Conclusion: Switch to Business Central now and secure competitive advantages

Die geplante Migration von NAV auf Business Central ist mehr als ein technisches Upgrade – sie ist ein strategischer Schritt in Richtung Zukunft. Mit einer modernen, cloudbasierten Architektur, automatischen Updates, hoher Benutzerfreundlichkeit und umfassender Integration bietet das System alles, was ein wachsendes Unternehmen heute braucht.

Dank planbarer Kosten und kontinuierlichem Support profitieren Sie auch wirtschaftlich. Nutzen Sie jetzt alle Vorteile von Business Central für Ihr Unternehmen und schlagen Sie rechtzeitig die Brücke von NAV zu Business Central.

Bereit für den nächsten Schritt?

Überlassen Sie Ihren Projekterfolg nicht dem Zufall. Sichern Sie sich unseren exklusiven Leitfaden „Typische Stolpersteine“ und erfahren Sie, wie Sie häufige Fehler bei der ERP-Migration von Anfang an vermeiden.

Der Beitrag Migration von NAV auf Business Central: 6 starke Gründe erschien zuerst auf SOCITAS.

E-Rechnungspflicht im Mittelstand

Mirja Düren — Tue, 11 Aug 2026 06:30:00 +0000

Legal Mandate or a Digital Breakthrough for your SME?

Die Digitalisierung des Mittelstands im DACH-Raum erhält einen gesetzlichen Impuls: Die e-invoicing requirement is a done deal. For many CEOs, CFOs, and IT managers at small and medium-sized enterprises (SMEs), this means there is an urgent need for action. But those who view this issue as more than just a burdensome compliance task should seize this momentum as an opportunity: It’s the perfect chance to review outdated processes, eliminate them where necessary, and digitize accounting.

Not sure if your system meets the requirements?

Request the e-invoice checklist now:

What does the Law require? A PDF is not an E-Invoice

What many people think, but is actually incorrect: “We’ve been sending our invoices digitally as PDFs via email for a long time now.” However, under the new legal requirements, that alone is no longer sufficient.

A true electronic invoice (e-invoice) is characterized by the fact that it is issued, transmitted, and received in a structured, machine-readable XML format. This is the only way ERP and accounting systems can process the data automatically without human intervention. In the DACH region, established standards have become the norm for this purpose:

Germany: XRechnung and ZUGFeRD (a combination of a visual PDF and embedded XML)
Austria: ebInterface
Schweiz: Swiss e-invoicing standards

The 3 Biggest Challenges for SMEs in the Transition

When implementing Business Central for our customers, we’ve found that the transition to e-invoicing runs into problems at three critical points:

“Our old system can't do that.”: Many older ERP systems or standalone solutions can only be made compatible with XML formats through expensive customizations.
"Our employees have concerns": Employees have been following familiar processes for years. Changing these processes requires a great deal of empathy and time.
“GoBD Compliance”: The entire process—from receipt and inspection to archiving—must be documented in an audit-proof manner.

Would you like to know HOW you can process your invoices faster in Business Central?

In our article “Payables Agent: Process Invoices Faster in Business Central,” we show you how the Payables Agent works and what benefits it offers in Business Central. Jetzt lesen >

The Standard Solution: Legal Certainty with MS Dynamics 365 Business Central

As a modern, cloud-based ERP platform, Microsoft Dynamics 365 Business Central (BC) is inherently designed to meet the demands of today’s digital market. Companies do not need to purchase expensive third-party tools, as Microsoft incorporates the local legal requirements of the DACH region directly into the standard version.

Implementing a new law in a company in a pragmatic way without disrupting existing systems—that is our core competency at SOCITAS. Based on our experience with countless Business Central projects, we know that companies don’t need complex custom solutions, but rather legally compliant, automated processes built into the standard system.

Michael Imig, Team Leader at SOCITAS

Automated Invoice Processing without manual data entry
Business Central empfängt strukturierte Formate wie XRechnung oder ZUGFeRD. Das System liest Kopfdaten, Positionsdaten und Beträge vollautomatisch aus. Ihre Mitarbeiter im Rechnungswesen müssen keine Belege mehr manuell erfassen – das System schlägt die fertige Buchung direkt vor.
Integrated Approval Workflows
After import, the e-invoice goes through a digitally defined approval process. Business Central automatically reconciles the invoice with the original purchase order and the goods receipt (3-way match). If all the data matches, the approval can even be fully automated.
Seamless integration with DATEV & Co.
To ensure seamless data exchange with tax advisors, Business Central offers certified interfaces (e.g., DATEV standard interfaces). Data flows accurately and without delay to where it is needed.

The e-invoicing requirement is often seen as a bureaucratic burden. But based on the many implementations we’ve carried out for our customers using Business Central, we see exactly the opposite: It’s the perfect tool to put an end to the chaos in invoice receipt and verification once and for all. Those who seize this requirement as an opportunity now can fully automate their workflows all the way through to posting—and save significant time and money starting on day one.

Michael Imig, Team Leader at SOCITAS
Future-Proofing through automatic updates
The legal framework is constantly changing. Since Business Central is operated as a cloud solution (SaaS), Microsoft automatically applies tax and legal updates in the background. Your ERP system always remains up to date with the latest legal requirements without the need for costly migration projects.

The introduction of mandatory e-invoicing as a catalyst for digital transformation.
Request a consultation with us today!

Not sure if your system meets the requirements?

Request the e-invoice checklist now:

Der Beitrag E-Rechnungspflicht im Mittelstand erschien zuerst auf SOCITAS.

Microsoft Power Platform: So digitalisieren und automatisieren Sie Ihre Geschäftsprozesse

Jana Liboth — Mon, 27 Jul 2026 08:44:01 +0000

Does this sound familiar? Approvals are handled by email, data is transferred manually from one system to another, and important information is scattered across Excel spreadsheets, inboxes, and individual departments. Processes that have “always been done this way” often consume significant time in day-to-day operations, increase the risk of errors, and make workflows unnecessarily complicated.

With the Microsoft Power Platform, you can systematically digitize and automate these types of workflows. The platform enables you to create custom applications, automate recurring tasks, analyze data more clearly, and seamlessly connect existing Microsoft solutions such as Microsoft Dynamics 365 Business Central .

In this article, we explain how the Microsoft Power Platform works, which applications it includes, and how you can use it to make your business processes more efficient, step by step.

Greater Efficiency with Low-Code

The Microsoft Power Platform is a low-code platform that connects various Microsoft tools and helps companies implement custom solutions more quickly, without having to develop every application from scratch. Put simply, the Microsoft Power Platform helps you make your existing business processes more efficient.
For example, you can create internal apps for individual departments, automate approval processes, or display data from different systems in clear, easy-to-understand dashboards.

The Core Components of the Microsoft Power Platform

The Microsoft Power Platform consists of several applications that support different business functions. The advantage is that each component can be used independently, but they deliver the greatest value when combined.

Power Apps: Create Custom Business Applications

With Power Apps, you can create custom applications for your business processes, for example:

• for approvals
• internal forms
• mobile data collection, or
• simple business application

Instead of relying on manual lists or confusing email-based processes , you can develop digital apps that are tailored precisely to your workflows. This is particularly useful for processes that cannot be fully covered by standard software or that require a flexible extension to existing Microsoft solutions.

Power Automate: Automate Workflows

Power Automate helps you automate recurring tasks and workflows. These can include:

• simple notifications, as well as
• multi-step approval processes,
• automated data transfers, or
• reminders

This reduces manual work and allows processes to be managed more reliably. Do you still coordinate many tasks by email, or are manual intermediate steps slowing down your workflows? If so, Power Automate can provide noticeable relief.

Power BI: Analyze and Visualize Data

With Power BI, you can bring together data from various sources, analyze it, and present it in clear dashboards . This gives you a clearer overview of key performance indicators, trends, and relationships within your company. Instead of creating reports manually, relevant information can be visualized and updated regularly. This makes data-driven decision-making easier, for example in sales, controlling, purchasing, project management, or executive management.

Power Pages: Create External Websites and Portals

Power Pages enables you to create external websites and portals that allow customers, partners, and other external users to securely access specific information or processes. Examples include customer portals, registration pages, service forms, and partner portals. This allows you to extend internal processes to external users without having to develop a fully customized web solution each time.

Copilot Studio: Develop AI-Powered Agents and Assistants

With Copilot Studio, you can create AI-powered agents and assistants that support users with specific tasks. For example, they can:

• answer frequently asked questions,
• provide information from various sources , or
• guide users through predefined processes.

Especially when combined with existing business data and Microsoft applications, this opens up new possibilities for making knowledge more accessible and reducing employees’ day-to-day workload.

Microsoft Power Platform: The Benefits for Your Business

A major advantage is the faster digitalization of business processes. Many workflows that are still managed manually, by email, or using Excel spreadsheets can be digitalized with the Power Platform. This saves time, reduces potential sources of error, and makes processes more transparent and easier to track. This allows employees to spend less time on manual routine tasks and focus more on activities that require professional judgment and experience.

Another key advantage is the improved data foundation for decision-making. With Power BI , data from various sources can be consolidated and presented in clear dashboards. This gives executives, departments, and project teams a quick overview of relevant key performance indicators, enabling them to make more informed decisions. At the same time, the Power Platform can reduce the workload for both specialist departments and IT teams. Specialist departments can define their requirements more quickly and help shape simple solutions, while IT teams do not have to develop every minor process adjustment entirely from scratch. However, a clear framework remains essential: permissions, data protection, governance, and maintainability should be considered from the outset.

The Microsoft Power Platform is particularly valuable for companies that already use Microsoft solutions. It integrates closely with Microsoft 365, Dynamics 365, Azure, and other data sources. This allows you to create solutions that complement and enhance existing systems rather than replace them.

With applications such as Copilot Studio, AI-powered agents and assistants can be developed to support users in their day-to-day work. Especially when combined with existing business data and Microsoft applications, this opens up new possibilities for making knowledge more accessible and processes more intelligent.

Make Processes Noticeably Easier with the Microsoft Power Platform

The Microsoft Power Platform offers countless possibilities, but the greatest impact comes from having the right strategy. Planning, licensing models, and IT security must go hand in hand from the outset.

Let’s work together to identify which processes in your company offer the greatest potential for rapid automation.

Der Beitrag Microsoft Power Platform: So digitalisieren und automatisieren Sie Ihre Geschäftsprozesse erschien zuerst auf 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.

Laurie´s 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.

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.

SOCITAS

Migration von NAV auf Business Central: 6 starke Gründe

Praxistipp für ein sicheres ERP-Projekt:

Background: From Dynamics NAV to Dynamics 365 Business Central+

6 starke Gründe für den Wechsel von NAV auf Business Central

1. Cloud-based architecture and mobility

2. Modernisierte Benutzeroberfläche bei Business Central

3. Automatic updates and future-proofing

4. Integration and expandability

5. Cost efficiency and predictability

6. Support und Sicherheit durch den Microsoft Navision Nachfolger

Conclusion: Switch to Business Central now and secure competitive advantages

Bereit für den nächsten Schritt?

E-Rechnungspflicht im Mittelstand

Legal Mandate or a Digital Breakthrough for your SME?

Not sure if your system meets the requirements?

What does the Law require? A PDF is not an E-Invoice

The 3 Biggest Challenges for SMEs in the Transition

Would you like to know HOW you can process your invoices faster in Business Central?

The Standard Solution: Legal Certainty with MS Dynamics 365 Business Central

Not sure if your system meets the requirements?

Microsoft Power Platform: So digitalisieren und automatisieren Sie Ihre Geschäftsprozesse

Greater Efficiency with Low-Code

The Core Components of the Microsoft Power Platform

Power Apps: Create Custom Business Applications

Power Automate: Automate Workflows

Power BI: Analyze and Visualize Data

Power Pages: Create External Websites and Portals

Copilot Studio: Develop AI-Powered Agents and Assistants

Microsoft Power Platform: The Benefits for Your Business

Make Processes Noticeably Easier with the Microsoft Power Platform

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?

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

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