EPL – Consultoría y Dirección – ERP MD365BC

Transformando procesos con visión funcional, formación y liderazgo estratégico

  • 1. The structural problem: an ERP that is used, but not governed

    In most organisations, the ERP is the operational core — yet its internal control model is largely opaque:

    • Legacy roles inherited from old implementations.
    • Excessive permissions granted “to avoid blocking operations”.
    • Approval workflows that no one has reviewed in years.
    • Audit processes based on screenshots, Excel exports and verbal explanations.

    The company operates — but cannot demonstrate that it operates under control.

    Microsoft’s new APIs directly address this governance gap by turning what used to be hidden configuration into queryable, analysable and repeatable evidence.

    2. APIs for analysing permissions: evidence of who can do what

    Based on: Use new APIs for analysing permissions for auditors and IT staff

    Utilizar nuevas APIs para analizar permisos para auditores y personal de TI | Microsoft Learn

    These APIs allow organisations to extract, in a structured and automated way:

    • Which users have access to which objects.
    • Which roles are assigned to each user.
    • The effective permissions resulting from combined roles.
    • Which users hold high‑risk privileges (e.g., modifying vendors, approving payments, changing financial parameters).

    Concrete example for a CEO or business owner

    A permissions report generated through these APIs can answer questions such as:

    • “How many users can modify the chart of accounts?”
    • “Who can create vendors and also approve payments?”
    • “Which users hold permissions that do not match their actual job role?”

    This enables the detection of:

    • Internal fraud risks.
    • Excessive privilege assignments.
    • Poorly designed roles.
    • Permissions inherited from former employees or consultants.

    Business value

    • For a CEO: real control over who can touch critical parts of the business.
    • For a CIO: independence from the partner and a clear map of risk.
    • For auditors: verifiable, repeatable evidence instead of ad hoc explanations.

    3. APIs for analysing approval workflows: traceability of the control process

    Based on: Use new APIs for analysing approval workflows for auditors and IT staff

    Utilizar nuevas APIs para analizar los flujos de trabajo de aprobación de auditores y personal de TI | Microsoft Learn

    These APIs allow organisations to review:

    • Which approval workflows exist in the system.
    • Which conditions trigger each workflow.
    • Which users or groups approve each document type.
    • Approval limits and escalation rules.
    • Which workflows are active, inactive or misconfigured.

    Concrete example for a CFO or auditor

    Using these APIs, a CFO or internal auditor can identify:

    • Approval workflows that never execute, indicating potential bypass.
    • Users with approval limits far above their organisational role.
    • Documents that should be approved but are not passing through any workflow.
    • Recent changes to approval rules that may weaken financial control.

    Business value

    • For a CFO: stronger assurance that money does not move without proper oversight.
    • For internal audit: full traceability of the approval chain.
    • For business owners: protection of cash, assets and reputation.

    4. What changes for senior leadership

    These APIs are not a minor technical enhancement; they represent a governance shift.

    Before

    • Dependence on the partner for critical information.
    • Manual, slow and inconsistent audit processes.
    • Roles and workflows left unreviewed for years.
    • Hidden operational and fraud risks.

    Now

    • Structured, automatable evidence of permissions and approvals.
    • Continuous review of the ERP’s control model.
    • Integration with Power BI, GRC tools and internal dashboards.
    • Governance based on data, not assumptions or trust alone.

    For CEOs, CIOs and CFOs, this means the ERP can finally be treated as part of the formal governance architecture, not just as an operational system.

    5. What CEOs, CIOs and auditors should do next

    For CEOs and business owners

    • Request a full effective permissions report using the new APIs.
    • Review who can approve payments and modify master data.
    • Demand a risk map of the ERP that highlights high‑risk roles and workflows.

    For CIOs

    • Integrate these APIs into IT and governance dashboards.
    • Automate alerts for changes in critical roles or approval rules.
    • Establish quarterly ERP governance reviews with Finance and Audit.

    For internal audit

    • Incorporate these APIs into the annual audit plan.
    • Define standard segregation‑of‑duties tests based on permissions data.
    • Monitor changes in approval workflows as part of continuous auditing.

    6. To Conclude: from ERP usage to ERP governance

    The real transformation here is conceptual:

    • Business Central stops being merely “the system where transactions are recorded” and becomes a source of structured governance evidence.
    • Senior leadership gains the ability to measure and demonstrate control, rather than simply assuming it.
    • Auditors and IT teams can move from manual, reactive checks to systematic, proactive and data‑driven oversight.

    In practical terms:

    • Organisations can quantify their segregation of duties.
    • They can trace changes in critical configuration.
    • They can prove, not just claim, that their ERP is aligned with their internal control framework.

    For CEOs, CIOs, CFOs and business owners, this is the difference between trusting that the ERP is under control and knowing — with evidence — that it is.

  • Global expansion and financial governance are now competitive advantages

    For multinational organisations, growth has always been constrained by two major barriers:

    • Regulatory friction when entering new markets
    • Operational inconsistency across countries

    Microsoft’s latest updates to Business Central directly address both challenges.
    These enhancements are not technical refinements — they are strategic enablers for CEOs, CFOs and COOs who need speed, compliance and control across multiple geographies.

    PART I — INTERNATIONAL EXPANSION MADE SIMPLER

    Microsoft has strengthened localisation and compliance in three key markets:

    • France → E‑invoicing compliance
    • Australia → Payment Times Reporting
    • United Kingdom → Payment Practices Reporting

    These capabilities remove barriers that traditionally slowed down international expansion.

    1. France — E‑invoicing compliance in one of Europe’s strictest frameworks

    France is rolling out one of the most demanding e‑invoicing mandates in the EU.
    Business Central now supports:

    • mandatory B2G and B2B e‑invoicing formats
    • integration with official French e‑invoicing platforms
    • compliant electronic document exchange
    Why this matters to CEOs and CFOs

    Entering France used to require:

    • local consulting firms
    • custom developments
    • parallel compliance projects
    • high risk of penalties

    Now, the ERP is natively compliant.

    Example: A Spanish distributor opening a subsidiary in Lyon can:
    • issue compliant e‑invoices from day one
    • avoid local development costs
    • reduce legal and operational risk

    This accelerates market entry and reduces cost of expansion.

    2. Australia — Payment Times Reporting for large enterprises

    Australia requires large companies to report how quickly they pay suppliers, especially SMEs.
    Business Central now supports:

    • automated data collection
    • compliant reporting formats
    • audit‑ready documentation
    Why this matters to executives

    Non‑compliance can lead to:

    • penalties
    • reputational damage
    • exclusion from public contracts

    With native support, organisations avoid building reporting systems from scratch.

    Example: A European company acquiring an Australian subsidiary can:
    • comply immediately
    • avoid manual data extraction
    • reduce administrative overhead

    This protects reputation and ensures regulatory alignment.

    3. United Kingdom — Payment Practices Reporting for public sector suppliers

    Companies working with the UK public sector must report:

    • average payment times
    • percentage of invoices paid on time
    • internal payment policies

    Business Central now structures and centralises this information.

    Why this matters

    Without this capability, companies risk:

    • losing access to public contracts
    • failing pre‑qualification checks
    • reputational impact
    Example: A Spanish services company entering the UK market can:
    • demonstrate compliance from day one
    • avoid manual reporting
    • accelerate access to NHS and public sector tenders

    PART II — FINANCIAL GOVERNANCE FOR MULTINATIONAL OPERATIONS

    Alongside localisation, Microsoft has strengthened four financial pillars:

    • Automated withholding tax
    • Automated invoicing
    • Accelerated depreciation
    • Harmonised accounting rules

    These capabilities reduce risk, eliminate manual work and improve global consistency.

    1. Automated withholding tax — lower fiscal risk, higher accuracy

    Withholding tax errors are a major source of audit adjustments.
    Business Central now:

    • applies withholding tax automatically
    • handles complex rules across countries
    • generates audit‑ready documentation
    Example: A company operating in Spain, Mexico and Colombia can:
    • eliminate manual calculations
    • harmonise criteria
    • reduce fiscal risk

    This accelerates month‑end closing and improves data reliability.

    2. Automated invoicing — operational speed and stronger cash flow

    Manual invoicing slows down revenue cycles.
    Automation enables:

    • invoice generation without human intervention
    • predefined business rules
    • faster issuance
    • improved liquidity
    Example: A services company issuing 2,000 invoices per month can:
    • reduce operational effort by 60–80%
    • eliminate repetitive tasks
    • improve cash flow predictability
    3. Accelerated depreciation — flexibility and global compliance

    Depreciation is a strategic lever for:

    • tax optimisation
    • asset valuation
    • regulatory compliance

    Business Central now supports accelerated depreciation natively.

    Example: An industrial group with assets in multiple countries can:
    • apply consistent criteria
    • reduce audit discrepancies
    • improve financial transparency
    4. Harmonised accounting rules — the foundation of scalability

    This is the most strategic enhancement.

    Harmonised rules allow:

    • consistent processes across all subsidiaries
    • faster month‑end closings
    • simpler audits
    • reliable global reporting
    Example: A multinational with 12 subsidiaries can reduce its closing cycle:
    • from 10–15 days
    • to 5–7 days

    This gives CEOs real‑time visibility and CFOs trustworthy data.

    To Conclude

    Microsoft is eliminating two of the biggest barriers to multinational growth:

    ✔ Regulatory friction

    (France, Australia, United Kingdom)

    ✔ Financial inconsistency

    (withholding tax, invoicing, depreciation, accounting rules)

    Business Central is evolving into an ERP that:

    • reduces risk
    • accelerates expansion
    • strengthens governance
    • eliminates manual work
    • and scales without increasing headcount

    For CEOs and CFOs, this is not a technical update.
    It is a strategic advantage.

  • Introduction: it’s not about titles — it’s about judgement

    For years, the industry assumed that a consultant’s value was measured by the number of certificates, courses or degrees they collected.
    Today, that idea feels outdated.

    The modern functional consultant is shaped by critical thinking, strategic awareness, data literacy and the maturity to guide decisions.
    Credentials help, of course — but they don’t replace what truly matters: clarity, judgement and the ability to influence.

    My own journey includes becoming an MCT, an MB‑800 Associate Consultant, completing an MBA, a Master’s in Strategic and Development Management, training in agile frameworks, and studying Complex Project Leadership at Cambridge.
    But let me be absolutely clear: none of this is mandatory for anyone.

    These were my steps.
    Your steps can be different.
    What matters is developing the core capabilities that define the modern consultant.

    The real competencies — and how to develop them without spending thousands

    1. Critical thinking

    The ability to question, prioritise and understand the “why” behind decisions.
    You develop it by reading, comparing models, observing patterns and asking better questions.

    2. Mastery of the standard

    You don’t need expensive courses.
    You need curiosity, documentation, and hands‑on practice in sandboxes.

    3. Business acumen

    An MBA helps, but it’s not the only route.
    You can build business understanding by working closely with clients, studying real cases and analysing how organisations operate.

    4. Strategic communication

    The ability to say “no”, explain risks and guide decisions.
    This is learned in conversations, not classrooms.

    5. Data‑driven thinking

    You don’t need to be a data scientist.
    You need to understand what the data is telling you — usage, telemetry, friction points.

    6. Change management

    Understanding how people adopt systems.
    This comes from working with users, not just configuring features.

    7. Agile mindset

    Agile frameworks teach adaptability, transparency and incremental value.
    They help consultants think in outcomes, not deliverables.

    Multi‑country and multi‑industry: the most valuable classroom

    Working across countries and sectors teaches you things no certification can:

    • how different cultures make decisions
    • how industries shape processes
    • how teams behave under pressure
    • how organisations react to change

    But even without international experience, you can develop this mindset by exposing yourself to diverse projects and learning to recognise patterns.

    How to reach this profile without major investment

    Here’s the truth that rarely gets said:

    ✔ You can become a modern consultant without an MBA
    ✔ You can become a modern consultant without expensive certifications
    ✔ You can become a modern consultant without international experience
    ✔ You can become a modern consultant without a decade in the field

    What you need is:

    • judgement
    • curiosity
    • discipline
    • exposure to real problems
    • and the willingness to think beyond tasks and features

    Conclude: the modern consultant is a choice, not a credential

    The modern functional consultant is defined by how they think, how they decide and how they guide.
    Credentials help — but they don’t create mastery.
    Mastery comes from clarity, analysis, leadership and the ability to influence outcomes.

    This path is open to anyone who chooses to grow.

  • For years, ERP projects were built on a risky assumption: “The system must adapt to the customer, no matter the cost.”

    This mindset produced:

    • heavy customisations
    • duplicated processes
    • technical debt
    • high maintenance costs
    • long, unpredictable projects
    • systems that could not be updated

    Business Central SaaS breaks this pattern.
    And it does so with a clear methodology: Fit‑to‑Standard.

    Fit‑to‑Standard does not limit the customer.
    It frees them from unnecessary complexity.

    1. What Fit‑to‑Standard really means

    Fit‑to‑Standard is a methodology where:

    • the implementation starts from the standard capabilities
    • customer data is analysed before making decisions
    • gaps are identified based on evidence, not assumptions
    • configuration is prioritised over development
    • the system remains update‑friendly
    • the ERP stays aligned with Microsoft’s SaaS evolution

    It is a pragmatic, modern and sustainable approach.

    Official Microsoft guidance:

    • Business Central Implementation Overview
    • Configure Business Central
    • Business Central Application Design

    2. Why Fit‑to‑Standard is a data‑driven methodology

    The goal is not to “force the customer into the standard”.
    The goal is to use real customer data to decide what truly needs adaptation.

    ✔ Historical data

    Sales patterns, purchasing cycles, inventory movements, production volumes.

    ✔ Operational data

    Seasonality, exceptions, lead times, bottlenecks.

    ✔ Usage data

    Which processes are used, which are ignored, where friction occurs.

    ✔ Data quality

    Duplicates, inconsistencies, incorrect structures.

    With this evidence, the functional consultant can say:

    • “This process already exists in standard.”
    • “This exception occurs only 2% of the time.”
    • “This customisation does not add measurable value.”
    • “This requirement can be solved with configuration.”

    Fit‑to‑Standard transforms the conversation from subjective to objective.

    3. Practical examples of Fit‑to‑Standard in Business Central

    Example 1: Inventory management

    A customer requests a custom process for special locations.
    Data shows only 3% of stock passes through them.
    Solution:
    → Standard location rules + configuration.
    → No custom development.

    Example 2: Purchasing approvals

    The customer wants a 7‑level approval chain.
    Data shows 92% of purchases are low‑value.
    Solution:
    → Two approval levels + thresholds.
    → No unnecessary complexity.

    Example 3: Demand forecasting

    The customer wants a custom forecasting model.
    Data shows clear seasonal patterns.
    Solution:
    → Standard forecasting + manual adjustments.
    → No bespoke model.

    Fit‑to‑Standard simplifies with evidence, not by force.

    4. Fit‑to‑Standard and the update lifecycle (major & minor updates)

    One of the biggest advantages of Fit‑to‑Standard is protecting the update lifecycle of Business Central:

    ✔ Major updates (twice per year)

    Microsoft releases significant functional and platform improvements.
    Fit‑to‑Standard ensures the system can adopt them without breaking.

    ✔ Minor updates (monthly)

    Security, performance and reliability enhancements.
    Minimal customisation = minimal risk.

    ✔ Reduced technical debt

    Fewer extensions → fewer conflicts → smoother updates.

    5. The critical role of customer participation and key users

    Fit‑to‑Standard succeeds only when the customer is actively involved.

    ✔ Key users must:

    • validate standard processes
    • provide real operational data
    • identify exceptions that truly matter
    • participate in workshops and testing
    • understand the impact of customisations

    ✔ The customer organisation must:

    • commit to process alignment
    • accept evidence‑based decisions
    • collaborate in data cleansing
    • adopt standard terminology and flows

    Fit‑to‑Standard is a co‑creation process, not a consultant‑only exercise.

    When key users participate, the implementation becomes:

    • faster
    • more accurate
    • more aligned with reality
    • more sustainable

    6. How Fit‑to‑Standard elevates the functional consultant

    The consultant stops being:

    • a requirement collector
    • a translator between business and development
    • a customisation manager

    And becomes:

    • a data‑driven analyst
    • a process architect
    • a strategic advisor
    • a guardian of sustainability

    Fit‑to‑Standard elevates the functional role to a position of decision and leadership.

    7. Benefits for the customer

    • Faster implementations

    Less development, more configuration.

    • Lower total cost of ownership

    Reduced maintenance and technical debt.

    • Update‑friendly system

    Major and minor updates without disruption.

    • Cleaner, more consistent processes

    Fewer exceptions, fewer deviations.

    • Decisions based on evidence

    Not on assumptions or personal preferences.

    To Conclude

    Fit‑to‑Standard is not a restriction.
    It is a strategic, data‑driven and sustainable way to implement Business Central.

    It protects the update lifecycle.
    It reduces complexity.
    It empowers key users.
    It elevates the functional consultant.
    And it ensures the ERP remains healthy, modern and aligned with Microsoft’s roadmap.

    It is, without doubt, the right methodology for any organisation adopting Business Central SaaS.

  • Foundry: the governance that turns agents into real enterprise resources

    So far, we’ve discussed MCP as the standard that allows agents to work with real business tools.
    But every capability needs structure.
    Every action needs control.
    And every automation needs accountability.

    That’s where Foundry comes in.

    Foundry is not a tool for creating agents.
    It is the environment that defines how those agents live, act, are supervised and integrated into the organisation.
    It’s the difference between having experimental agents and having trusted enterprise resources.

    1. What Foundry is — in functional terms

    Foundry is the framework that allows agents to:

    • maintain persistence (remember context and state)
    • operate within boundaries (never act beyond their scope)
    • use approved tools (only what the business authorises)
    • provide auditability (every action is recorded)
    • comply with corporate security (respect policies and permissions)
    • achieve scalability (grow without losing control)

    In short:
    Foundry turns automation into a governed enterprise practice.

    2. Why governance is the critical point

    Automation without governance is an empty promise.
    It can be fast, but not reliable.
    Efficient, but not secure.
    Useful, but not sustainable.

    Foundry solves that dilemma.

    It defines a framework where every agent has:

    • identity
    • purpose
    • responsibility
    • boundaries
    • traceability

    And that completely changes how functional and technical teams collaborate.

    3. Functional examples of governance in action

    Example 1: Purchasing agent with controlled access

    The agent can review orders and validate prices, but cannot approve or modify records.
    Foundry ensures the agent acts within its role — just like a human user with defined permissions.

    Example 2: Finance agent with full traceability

    Every action —query, validation, alert— is logged.
    This enables real audits and compliance without extra effort.

    Example 3: Support agent with contextual persistence

    The agent remembers previous interactions, but only within authorised boundaries.
    It never accesses data outside its scope.
    Foundry keeps memory under control.

    4. What Foundry brings to enterprise architecture

    • Structured security — Agents operate under corporate policies, not improvisation.
    • Controlled scalability — You can have dozens of agents without losing traceability or coherence.
    • Operational accountability — Each agent has a purpose and a record of actions.
    • Natural integration with MCP — Foundry doesn’t replace MCP; it complements it. MCP defines how agents communicate. Foundry defines how they are governed.
    • Functional trust — Teams can delegate tasks knowing the agent acts within safe boundaries.

    5. What changes for functional and business teams

    With Foundry, functional teams stop seeing automation as a technical matter and start seeing it as an extension of the process.

    They can:

    • design agents with defined roles
    • audit their behaviour
    • adjust boundaries without technical intervention
    • integrate agents into real workflows

    And most importantly:
    they can trust them.

    6. Foundry and the future of enterprise automation

    Foundry represents a new stage — automation with accountability.

    It’s no longer about creating agents that “do things”.
    It’s about creating agents that do the right things, under rules, limits and traceability.

    It’s the step that turns artificial intelligence into a mature enterprise practice.

    To Conclude

    Foundry is the missing piece.
    The one that turns automation into governance.
    The one that transforms experimental agents into real enterprise resources.
    The one that allows functional teams to work with confidence, security and control.

    MCP enables action.
    Foundry ensures responsibility.
    Together, they define the future of automation in Business Central and across the Dynamics ecosystem.

  • In recent years we have seen agents that answer questions, generate text or explain concepts.
    Interesting, yes.
    Occasionally useful.
    Transformational? Not really.

    The real transformation begins when an agent stops being a “conversational assistant” and becomes a worker inside the operational process.

    And that is only possible because of MCP.

    MCP is not a technical detail.
    It is the bridge between an agent’s intention and the organisation’s real tools.
    It is the line that separates a chatbot from an operational agent.

    Once you understand that, the true potential becomes visible.

    1. MCP turns automation into something governed, not improvised

    Before MCP, most automation efforts depended on:

    • isolated scripts
    • fragile connectors
    • undocumented automations
    • custom integrations
    • processes that broke when a field changed

    It was an ecosystem full of good intentions and bad habits.

    MCP introduces order where creativity used to run unchecked.

    It defines:

    • what an agent can do
    • which tools it can use
    • under which permissions
    • with what limits
    • with what traceability

    In short: it brings automation into the domain of enterprise governance.

    2. What “using real business tools” actually means

    When we say an agent “uses tools”, we are not talking about magic.
    We are talking about actions that people perform every day.

    Actions that consume time.
    Actions that require precision.
    Actions that repeat endlessly.

    For example:

    ✔ Checking the status of an order and validating conditions

    ✔ Reviewing an attached document and spotting inconsistencies

    ✔ Searching for information in a corporate system

    ✔ Executing a business rule before approving something

    ✔ Preparing an operational summary for a manager

    ✔ Triggering an action that starts a process

    This is not “generative AI”.
    This is real work.

    And MCP is the standard that allows an agent to do it without breaking anything.

    3. Functional examples that reveal the real potential

    This is where functional readers start to see the impact.

    Example 1: A purchasing agent acting as the first filter

    • Automatically checks if a supplier has delayed deliveries
    • Validates prices against the commercial agreement
    • Detects quantity discrepancies
    • Suggests actions to the buyer

    This agent does not replace the buyer.
    It frees them from mechanical tasks so they can focus on strategic decisions.

    Example 2: A finance agent preparing partial closing work

    • Retrieves open invoices
    • Identifies documents pending approval
    • Flags potential delays
    • Prepares a summary for the finance lead

    It does not decide.
    It prepares the ground so decisions are faster and better informed.

    Example 3: An inventory agent anticipating issues

    • Checks stock levels
    • Detects potential shortages
    • Suggests internal movements
    • Recommends urgent purchase orders

    It is a silent analyst working 24/7.

    4. MCP redefines the role of the functional team

    Here is the challenging part.

    With MCP, the functional team stops being:

    • the one documenting processes
    • the one validating data
    • the one checking rules
    • the one performing repetitive tasks

    And becomes:

    • the one deciding what tasks to delegate
    • the one defining which tools an agent can use
    • the one supervising the quality of automated work
    • the one deciding where human intervention is essential

    It is a shift in role.
    A shift in mindset.
    A shift in responsibility.

    5. MCP is not technology: it is process architecture

    MCP is not understood through code.
    It is understood through functional architecture.

    Because MCP:

    • standardises
    • structures
    • limits
    • enables
    • protects
    • governs

    And that allows agents to integrate into real processes without creating chaos.

    It is the difference between “automating” and automating well.

    6. What comes next

    In the third part we will explore Foundry, the capability that turns these agents into governed enterprise resources:

    • persistence
    • auditability
    • security
    • boundaries
    • approved tools
    • scalability
    • operational accountability

    If MCP is the language, Foundry is the organisation where that language is used with clear rules.

    To Conclude

    MCP is not a technical feature.
    It is the foundation that allows agents to perform real operational work inside the business.

    It turns automation into something secure, governed and scalable.
    It allows functional teams to delegate tasks without losing control.
    It enables specialised agents that work inside the process, not outside it.

    And it is, without doubt, one of the most important shifts in how organisations design and execute their work.

  • For years we have talked about automation, assistants and “intelligent agents”, yet most of those ideas remained as prototypes or isolated experiences. The reason was simple: there was no standard, secure and governed way for an agent to interact with real business tools.

    This is where MCP and Foundry come in.

    They are not new concepts. MCP has been around since 2024. Foundry has been maturing for some time. But now, with agents becoming more integrated into Business Central and the wider Dynamics ecosystem, these two capabilities are starting to have a real functional impact.

    And that impact deserves to be explained from a business perspective, not a technical one.

    1. What MCP is (explained for functional teams)

    At its core, MCP is a standard that allows an agent to use business tools in a secure, structured and predictable way.

    It is not an API. It is not a connector. It is not a plugin.

    It is a common language that enables an agent to:

    • retrieve information
    • perform actions
    • validate data
    • interact with systems
    • all within clear permissions, limits and rules

    For functional teams, MCP means something very straightforward: agents stop behaving like “black boxes” and start acting as part of the process.

    2. What Foundry is (without technical jargon)

    If MCP is the language, Foundry is the platform that turns agents into governed enterprise resources.

    Foundry allows an agent to:

    • maintain context over time
    • operate within defined boundaries
    • use approved tools
    • be audited
    • comply with corporate security
    • scale without breaking processes

    In other words: Foundry makes an agent trustworthy, manageable and suitable for real business workflows.

    3. Why this matters now (even though MCP has existed since 2024)

    Because until recently, MCP was available… but without an ecosystem capable of fully leveraging it.

    Today the situation is different:

    • Business Central now includes agents that can use MCP
    • Foundry provides real governance
    • Organisations are demanding more mature automation
    • Processes require agents that work with real data, not examples

    So even if MCP is not new, its functional relevance is.

    4. What changes for functional teams

    Here is where the real value appears:

    ✔ Agents can work with real business tools

    Not just “answer questions”, but perform actual tasks.

    ✔ Processes can delegate repetitive work

    Data validation, document review, status checks, summaries.

    ✔ Automation no longer depends entirely on technical teams

    MCP standardises interaction. Foundry governs it. Functional teams define the process.

    ✔ Security and auditability are built‑in

    No more “shadow automations”. Everything is traceable.

    ✔ Specialised agents become possible

    Not a generic assistant, but agents for purchasing, sales, finance, inventory…

    5. What to expect in the next posts

    This is only the beginning. The next posts will explore:

    Post 2 — How MCP enables agents to work with real business tools

    Functional examples, no code.

    Post 3 — How Foundry provides governance, security and persistence

    Why this changes how we design processes.

    Post 4 — What this means for Business Central and functional roles

    Impact on consulting, architecture and operations.

    To Conclude

    MCP and Foundry are not new technologies. What is new is their functional impact.

    For the first time, agents can integrate into real processes with security, governance and approved tools. And that changes how functional teams design, execute and supervise work.

    This is the starting point. The interesting part begins now.

  • In ERP projects, document attachments often become a blind spot: they take up space, slow down the system and complicate administration. Until recently, Business Central stored files directly within the environment, which could affect performance and increase cloud storage costs.

    The new External Storage capability changes that paradigm. It allows attachments to be stored outside the main environment, maintaining traceability and access from Business Central while freeing the system from the physical weight of the files.

    1. What external storage solves

    Internal document storage typically faces three recurring challenges:

    • Limited space — large attachments quickly consume capacity.
    • Performance impact — every stored file adds load to the environment.
    • Cost — more space means higher infrastructure costs.

    External Storage addresses all three with a simple, elegant approach: keep the reference inside the ERP, but move the file outside.

    Almacenar archivos adjuntos en archivos externos – Business Central | Microsoft Learn

    2. How it works

    You can configure an external storage provider (Azure Blob, SharePoint, OneDrive or any compatible service) and link it to Business Central entities.

    When a user attaches a document:

    • the file is saved in the external repository
    • Business Central retains the link and metadata
    • access remains seamless for the user

    From the interface, the experience is identical — users open, download or view documents as usual. Behind the scenes, the ERP stays lighter and more efficient.

    3. Benefits for architecture and governance

    ✔ Operational efficiency

    Less load on the main environment, better overall performance.

    ✔ Scalability

    Document volume can grow without compromising system stability.

    ✔ Security and compliance

    External repositories allow advanced access, encryption and audit policies.

    ✔ Cost optimisation

    External storage is typically more flexible and cost‑effective than internal SaaS space.

    ✔ Clear governance

    Separating transactional data from physical files improves traceability and risk management.

    4. Real impact on projects

    For architects and consultants, this functionality brings tangible improvements to solution design:

    • simpler environment administration
    • fewer incidents caused by space saturation
    • smoother user experience
    • easier audits and compliance management

    In projects with high document volume — invoices, contracts, purchase orders, reports — the change translates into greater stability and lower operational cost.

    5. What it means for the future of ERP

    External Storage is not just a technical enhancement. It’s a step towards a more modular architecture, where Business Central acts as the core for processes and data, while files live in specialised repositories.

    This separation between structured data and document data is key to the evolution of modern ERP: more agile, more secure and better prepared for integration with other platforms.

    To Conclude

    External Storage redefines how Business Central manages attachments. It’s not only about freeing space — it’s about gaining efficiency, security and control. For those designing enterprise solutions, this capability opens the door to a cleaner, more sustainable and scalable architecture.

  • The integration between Business Central and Dataverse has always been a strategic pillar within the Dynamics ecosystem. It connects the ERP with Power Apps, Power Automate and Dynamics 365, shaping how information flows across processes, teams and business applications.

    Recent improvements introduce a more refined approach to data consistency, integration stability and architectural clarity. These changes are not loud or flashy, but they make a meaningful difference for those of us who design, implement and govern enterprise solutions.

    1. Clearer and more predictable field mapping

    One of the most valuable enhancements is the expansion and reorganisation of field mapping between Business Central and Dataverse. This results in:

    • less ambiguity when synchronising entities
    • fewer unnecessary customisations
    • reduced risk of inconsistencies
    • better alignment with the Dynamics 365 data model

    For architects and consultants, this translates into something very simple: less friction and more control.

    When the data model is clearer, integrations become more stable and design decisions more predictable.

    2. More consistent synchronisation across platforms

    The synchronisation logic has been refined to better handle key fields, especially those related to:

    • contacts
    • accounts
    • addresses
    • commercial information
    • entity relationships

    This addresses one of the most common challenges in hybrid projects: data divergence between systems that should remain aligned.

    When Dataverse and Business Central speak the same language, the entire architecture becomes more robust.

    3. A step towards a unified architecture

    Although these changes are subtle, they are undeniably strategic.

    Microsoft continues to move Business Central towards a more natural integration with:

    • Power Apps
    • Power Automate
    • Dynamics 365 Sales
    • Dynamics 365 Customer Service
    • Custom applications built on Dataverse

    Every improvement in mapping and synchronisation is another building block in that unified architecture.

    For solution designers, this means:

    • fewer ad hoc connectors
    • fewer manual transformations
    • fewer fragile dependencies
    • more standardisation

    And ultimately, a stronger foundation for scalable, long‑term solutions.

    4. Real impact on projects: less customisation, more stability

    In real-world projects, these improvements lead to:

    • fewer development hours
    • fewer post go‑live incidents
    • fewer integration adjustments
    • fewer surprises in scheduled synchronisations
    • fewer “patches” to fix inconsistent data

    Most importantly, they provide a more reliable base for building business applications on Dataverse without compromising ERP integrity.

    5. Why these changes matter more than they seem

    Because the integration between Business Central and Dataverse is not just a connector. It is the backbone of:

    • mobile applications
    • automation flows
    • customer experiences
    • hybrid processes
    • low‑code solutions
    • enterprise extensions

    When that backbone becomes stronger, everything built on top becomes more trustworthy.

    These enhancements may not be headline-grabbing, but they represent a quiet and necessary step towards a more mature integration model.

    To Conclude

    The recent improvements in Dataverse integration bring a cleaner, more coherent and more sustainable architecture to Business Central. For architects, consultants and integration teams, they offer an opportunity to design more stable solutions, reduce customisations and strengthen interoperability across platforms.

    In an ecosystem where data flows through multiple applications, every improvement in Dataverse is an improvement in business quality.

  • Business Central has been evolving for years towards a more intelligent, automated and connected ERP. But with the arrival of Agents (Payables Agent, Sales Agent, and others), Microsoft opened an entirely new chapter: assisted automation embedded directly into everyday operational processes.

    Until now, the challenge wasn’t automation itself — it was how to govern it. How do you control what an agent does? How do you audit its actions? How do you stop it if something behaves unexpectedly? How do you ensure AI doesn’t become a “black box” inside your ERP?

    With Business Central 28.0, Microsoft introduces a governance layer that genuinely changes the landscape: a centralised panel for control, audit and operational security across all active agents.

    For anyone working in ERP projects, this is a significant milestone.

    1. Why governance matters so much

    Because automation without control creates risk. Automation with control creates trust.

    In an ERP environment — where every action touches financial data, inventory, payments or sales — it’s not enough for an agent to “work”. We need to know:

    • What it did
    • When it did it
    • Which data it touched
    • Under what conditions
    • And whether we should stop it or adjust it

    Update 28.0 delivers exactly that: visibility, traceability and the ability to intervene.

    2. The new Agents panel: a real command centre

    For the first time, Business Central offers a centralised panel where you can see:

    • All active agents
    • Their running tasks
    • Their history
    • Their errors
    • Their decisions
    • Their recommendations
    • Their impact on data

    It’s genuinely a command centre.

    No more jumping from module to module. No more guessing what an agent did. No more scattered logs.

    Everything is in one place.

    3. Full audit trail: every action recorded

    Update 28.0 brings much clearer traceability:

    • Which task the agent executed
    • Which records it modified
    • Which conditions it evaluated
    • Which recommendation it produced
    • How the user responded
    • Which errors occurred

    This isn’t just useful for support teams. It’s essential for:

    • Compliance
    • Internal audits
    • Security reviews
    • Quality assurance
    • Corporate governance

    AI stops being a black box. It becomes an auditable process.

    4. Operational safety: “Stop all active tasks”

    One of the most powerful — and least discussed — features in Update 28.0 is the ability to:

    Stop all active agent tasks with a single click.

    This is invaluable in scenarios such as:

    • An agent entering a loop
    • A large-scale data error
    • Unexpected behaviour
    • Processes affecting inventory or payments
    • A production incident

    Previously, stopping an agent could be complex. Now it’s immediate.

    5. What this means for project teams

    Quite a lot.

    ✔ For functional consultants

    More control, less uncertainty. You can see what the AI is doing and when.

    ✔ For solution architects

    A governance layer that didn’t exist before. You can design safer automation.

    ✔ For support teams

    Faster diagnosis. Fewer “we don’t know what happened” cases.

    ✔ For auditors

    Complete traceability. Documented decisions.

    ✔ For end users

    More confidence. Less fear of “AI touching my data”.

    6. What this means for the future of Business Central

    It means Microsoft isn’t just adding AI. It’s adding governed AI.

    And that’s exactly what organisations need:

    • Automation
    • Intelligence
    • But with control, security and traceability

    Update 28.0 marks the beginning of a new stage: the stage where AI stops being an experiment and becomes a trusted component of the ERP.

    To Conclude

    Agent governance in Business Central 28.0 is not a minor enhancement. It’s a strategic capability that:

    • Strengthens security
    • Improves auditability
    • Reduces operational risk
    • Brings transparency
    • Enables confident adoption of AI

    If you work with Business Central, this is a topic you need to master. Because agents aren’t going away — they’re going to multiply.

    And governance will be the key to ensuring they work for the business, not against it.

EPL – Consultoría y Dirección – ERP MD365BC

Transformando procesos con visión funcional, formación y liderazgo estratégico

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