Frequently Asked Questions

Calsoft provides a range of technology and consulting services that support digital transformation and ERP modernization:

• Business Consulting
• Software Development
• IT & Network Support
• ERP solution based services

Calsoft supports a wide range of industries with Microsoft Dynamics 365 ERP and CRM solutions. Our consultants bring deep product expertise and industry knowledge to help organizations strengthen operational oversight. 

We serve clients in: 

• Metal and Steel Trading/Distribution – inventory control, logistics, demand planning, and cost tracking 
• Automotive Parts and Supply – supplier coordination, forecasting, and quality management 
• Transportation and Logistics – tracking visibility tools, B/L, EDI, and CargoWise integrations 
• Food and Beverage – batch tracking, recipe management, compliance, and distribution management 
• Telecommunications and Media – project/recurring billing, service management, and customer insights
• Process and Discrete Manufacturing – shop-floor automation and real-time analytics
• Wholesale and Distribution – warehouse, order, and demand management
• Professional and Service-Based Businesses – financial visibility, time tracking, and resource planning
  

Calsoft delivers scalable Dynamics 365 solutions that support operational efficiency and help organizations make more informed decisions across these industries.

Working with a Microsoft Certified Partner ensures your business receives support from a team that meets Microsoft’s standards for expertise, customer success, and technical capability. Although Microsoft’s partner program has evolved, trusted partners now hold the updated Solutions Partner designations, confirming that they have proven skills in implementing and supporting Microsoft business applications. 

Calsoft is a Microsoft Solutions Partner for Business Applications, which demonstrates proficiency in deploying Dynamics 365 ERP and CRM solutions, delivering successful projects, and maintaining certified professionals on staff. This ensures your organization receives reliable guidance, best-practice implementation, and long-term support from a partner recognized for quality and performance. 

Choosing a certified Microsoft partner helps reduce project risk, improves adoption, and provides access to knowledgeable consultants who understand both Microsoft technologies and real-world business needs. 

“Microsoft Gold Partner” was the highest competency level within Microsoft’s former partner program. Organizations that earned this designation demonstrated advanced technical expertise, customer success, and proven performance in delivering Microsoft-based solutions such as Dynamics 365 ERP, CRM, Azure services, and Power Platform implementations. Gold Partners received enhanced training, priority support, and early access to Microsoft tools to strengthen delivery quality for clients. 

This designation has been replaced by the Microsoft Cloud Partner Program, where the equivalent recognition for ERP and CRM specialists is Solutions Partner for Business Applications. Although the naming has changed, the meaning remains the same: the partner has met strict requirements and maintains deep proficiency in Microsoft technologies. 

Read more: The Significance of Obtaining ERP Certification as a Microsoft Gold Partner

A Microsoft Solutions Partner for Business Applications is a partner recognized for proven expertise in delivering Microsoft Dynamics 365 and Power Platform solutions. This designation is part of the Microsoft Cloud Partner Program and replaces the former Gold and Silver competency model. 

To earn this status, a partner must meet strict performance, customer success, and technical capability requirements, including certified professionals, successful project delivery, and measurable customer outcomes. 
Partners with this designation demonstrate advanced skills in implementing, supporting, and optimizing applications such as Dynamics 365 Business Central, Finance and Supply Chain Management, Sales, Customer Service, and Power Apps. 

For customers, this designation confirms that the partner has the experience and qualifications needed to help organizations adopt and scale Microsoft business applications effectively. 

Microsoft’s Partner of the Year award is a prestigious recognition given to Microsoft partners who have demonstrated excellence in delivering innovative solutions and services based on Microsoft technologies. Winning this award signifies that the recipient has excelled in areas such as innovation, customer impact, integration, and commitment to Microsoft technologies. 

The award is highly competitive and is presented in various categories to partners worldwide, recognizing their exceptional performance and contributions to driving digital transformation and solving complex business challenges for customers. It serves as a testament to a partner’s dedication, expertise, and ability to deliver high-quality solutions that help organizations achieve more. 

Read more: Calsoft Systems recognized as a finalist of 2023 Microsoft US Partner of the Year

Calsoft has a global presence with offices across North America, Asia, and Europe. Our primary locations include:

• Los Angeles
• New York
• Chicago
• Dallas
• China
• Japan
• Mexico
• United Kingdom
• Malaysia

This international footprint allows Calsoft to support Microsoft Dynamics 365 and digital transformation projects across multiple regions. By operating in key global markets, we provide localized consulting, faster response times, and services tailored to the language, compliance, and business needs of each region. 

Calsoft stands out for its deep Microsoft Dynamics 365 expertise, proven implementation methodology, and long history of delivering successful projects across manufacturing, distribution, logistics, and service-driven organizations. As a Microsoft Solutions Partner for Business Applications, Calsoft meets Microsoft’s current standards for customer success, technical capability, and certified talent. 

Key differentiators include: 

• Industry specialization in manufacturing, supply chain, logistics, and wholesale distribution 

• Advanced migration capabilities using Calsoft’s CloudShift framework for GP, NAV, and AX upgrades 

• Certified Dynamics 365 experts across ERP, CRM, and Power Platform 

• Strong project governance with structured planning, testing, validation, and user enablement 

• Global delivery model with teams in the United States, Asia, Mexico, and the United Kingdom 

Calsoft has also been recognized by Microsoft multiple times, including: 
2020 Microsoft US Partner of the Year in Dynamics 365 Business Central 
2021 Microsoft US Partner of the Year in Advisory Services
2023 Business Applications Partner of the Year Finalist

These awards highlight Calsoft’s commitment to delivering high-quality solutions and measurable results. 

For additional details on why organizations choose Calsoft as their Dynamics 365 partner, visit Reasons to Choose Calsoft as Your Business Central Partner. 

Calsoft holds multiple advanced certifications that extend beyond our long-standing Microsoft partnership. In addition to being a Microsoft Solutions Partner for Business Applications, Calsoft also holds Platinum Partner status with CargoWise (WiseTech Global), reflecting deep expertise in global logistics and supply chain integration. 

Our consultants are Microsoft Certified Professionals across Business Central and Finance & Supply Chain Management. We also maintain internal specializations in EDI integration, global trade automation, data migration, and custom ERP development to deliver industry-specific solutions for manufacturing, distribution, and logistics clients worldwide. 

ERP (Enterprise Resource Planning) is a system that helps businesses streamline important business processes and generates invaluable insights. Investing in an ERP software can help your company bring together different activities, such as accounting, manufacturing, supply chain, sales, marketing, and human resources in one single integrated application and database, instead of having different systems for different departments. 

• Improved data security with constant backups
• Accurate real-time data to make better business decisions
• Give employees more tools to increase revenue and hit sales goals
• Enhanced business reporting with a single unified system
• Cloud based mobile accessibility to use from anywhere

A successful ERP implementation depends on clear planning, stakeholder alignment, and a structured methodology. The process starts with defining project goals and scope, supported by strong leadership and early involvement from key users. Many organizations follow the same best-practice principles outlined in our guide on Tips for a Successful ERP Implementation to reduce risk and improve adoption. 

 Key steps include: 

• Defining project scope and measurable goals 

• Engaging key stakeholders early to confirm requirements 

• Preparing users through training and communication 

• Ensuring executive and project manager commitment 

• Validating data accuracy and completing thorough testing before go-live 

 For additional context on project expectations, see How Long Will an ERP Project Take? and 5 Signs Your Business is Ready for an ERP Implementation 

ERP implementation timelines vary based on business size, complexity, and customization needs. Most small to mid-sized organizations complete their ERP projects within 3 to 9 months, while larger or highly customized deployments may require a longer roadmap. Factors such as data migration, process redesign, number of modules, and user training all influence the overall duration. 

For a deeper breakdown of typical timelines and what affects them, see our guide: 
How Long Will an ERP Project Take? 

Calsoft specializes in seamless data migration from legacy Microsoft ERP systems such as Dynamics GP, NAV, and AX to modern cloud platforms like Dynamics 365 Business Central or Finance & Supply Chain Management. 

Our migration approach begins with a comprehensive data audit to identify essential records, eliminate duplicates, and ensure data integrity. We then use Microsoft-approved migration tools and Calsoft’s own migration accelerators to automate data mapping, transformation, and validation. This process minimizes downtime and reduces manual effort during the transition. 

By combining technical precision with deep ERP expertise, we help businesses modernize their systems while preserving the reliability of their historical data. 

The need for an ERP system depends on the complexity of your operations and whether your current tools can support continued growth. Most organizations eventually outgrow basic accounting or operational systems as their processes expand, which leads them to adopt ERP for better structure and scalability. 

ERP systems benefit organizations that manage finance, inventory, operations, and customer activity across multiple departments. Businesses with growing complexity or high transaction volume often see the strongest results. 

Industries that commonly benefit from ERP include: 

• Manufacturing for production planning, scheduling, and cost control 

• Wholesale and distribution for inventory, warehouse, and order management 

• Transportation and logistics for routing, visibility, and EDI workflows 

• Food and beverage for batch tracking and compliance 

• Professional and service-based organizations for project and financial management 

• Automotive parts and supply for forecasting and supplier coordination 

For more details, see our guide on the sectors that see the highest impact from ERP adoption: Industries that benefit from ERP 
 

For real-world examples of how companies use ERP, see: 3 Examples of Companies Using ERP. 

ERP implementation can be complex, and businesses often face challenges such as unclear requirements, data migration issues, user adoption difficulties, integration gaps, and project timeline overruns. Calsoft addresses these challenges through a structured, results-driven implementation methodology that emphasizes collaboration, transparency, and risk management from the start. 

Our consultants conduct detailed process analysis and business mapping to define requirements early and avoid costly scope changes. We use proven project frameworks and ensuring milestones, testing, and training are clearly defined. Calsoft also prioritizes data accuracy, change management, and user training to improve adoption and minimize disruption. 

By combining certified Microsoft expertise with real-world industry experience, Calsoft helps clients achieve a smoother, faster ERP rollout with measurable business outcomes. 

ERP systems are generally categorized into three types, each offering different deployment and scalability options. The three most common types of ERP systems are on-premises, cloud-based, and hybrid ERP. 

On-premises ERP: This type is installed and run on a company’s own servers and infrastructure, located on-site. It provides greater control over data and security but requires significant upfront investment and ongoing maintenance. 

Cloud-based ERP: Operates on remote servers managed by a third-party provider. It offers scalability, regular updates, and lower initial costs since it is typically accessed via a subscription model. Cloud ERP reduces the burden on internal IT resources and can be accessed from anywhere with an internet connection. 

Hybrid ERP: Combines elements of both on-premises and cloud-based systems. Often, the core ERP system is hosted on-premises at the company’s headquarters, while cloud-based ERP applications are used for subsidiaries or specific functions. This approach allows businesses to maintain control over sensitive data while benefiting from the flexibility and scalability of cloud solutions. 

Yes, ERP systems can be implemented in phases. In many cases, this approach is the most effective way to ensure long-term success. A phased implementation allows businesses to roll out core modules (such as finance, inventory, or sales) first, then gradually expand to additional functions like manufacturing, supply chain, or customer management. 

Calsoft often recommends this method for organizations seeking to reduce risk, control costs, and minimize disruption to daily operations. By focusing on one functional area at a time, we ensure that each phase is tested, optimized, and fully adopted by users before moving to the next. 

Our consultants design a clear roadmap that aligns each phase with measurable business goals, ensuring your ERP investment delivers continuous value as your company scales and processes evolve. 

Selecting an ERP vendor begins with a clear understanding of your business needs, project goals, and long-term plans. Start by identifying the functional areas you want to improve, such as finance, inventory, supply chain, or project management. This helps you compare vendors based on the specific capabilities your organization requires.

It is also important to evaluate each provider’s industry experience, implementation approach, support structure, and overall cost of ownership. Product demonstrations, reference checks, and a review of expected timelines can help confirm whether the vendor can deliver both the technology and the expertise needed for a successful ERP project.

For a detailed evaluation process, visit our guide:
How to Select an ERP Vendor

Choosing the right ERP system begins with a detailed understanding of your company’s operational needs, priorities, and long-term goals. Start by identifying the processes that require improvement, the features that are essential for daily operations, and any industry-specific requirements that must be supported. This helps you compare ERP solutions based on functional fit, scalability, and overall value. 

Researching how different ERP systems perform in your industry can provide useful insights. Our overview of leading platforms offers a helpful starting point: Compare Top ERP Software on the Market 

Working with an experienced ERP consultant can also simplify the selection process. A qualified consultant can assess your requirements, recommend suitable platforms, and guide your team from initial evaluation through implementation. For guidance on choosing a consultant, visit: 8 Essential Questions When Choosing an ERP Consultant 

Leveraging a cloud-based ERP system allows businesses to centralize their data and processes in one secure offsite location. This provides increased visibility into all aspects of the business as well has better risk management, reducing concerns about potential hardware failure or theft that can lead to valuable information loss.

The cost of an ERP system varies based on several factors, including the size of your organization, the number of modules required, the level of customization, and the complexity of your business processes. Licensing, implementation services, data migration, training, and ongoing support all influence the total investment. Because every business has unique needs, pricing is best evaluated by reviewing your specific requirements and comparing options that align with your operational goals. 

For a detailed breakdown of typical cost components and examples by business type, visit: How Much Does an ERP System Cost? 

The return on investment (ROI) of an ERP system comes from improved efficiency, reduced manual work, and better decision-making across the organization. ERP helps consolidate data, automate core processes, and eliminate disconnected systems, which often leads to measurable cost savings and stronger operational performance. 

Common areas where companies see ROI include: 

• Lower administrative and operational costs 

• Reduced inventory carrying costs 

• Faster financial closing and reporting 

• Fewer manual errors and data discrepancies 

• Improved supply chain visibility and on-time delivery 

• Higher productivity across finance, operations, and sales 

Most organizations recover their ERP investment within 12 to 36 months, depending on project scope, industry complexity, and the level of automation achieved. Reviewing current pain points and quantifying process inefficiencies can help estimate the specific ROI your business can expect. 

Microsoft Dynamics 365 is used to unify business processes, improve visibility, and support data-driven decisions across an organization. The platform combines ERP, CRM, analytics, and AI tools in one connected environment. 

 Key uses include: 

• Connecting finance, operations, sales, and service to improve end-to-end process efficiency 

• Managing customer relationships through CRM tools for sales, service, and marketing 

• Automating workflows with AI, built-in analytics, and guided recommendations 

• Integrating data from Microsoft 365, Power Platform, LinkedIn, and third-party applications 

• Supporting business growth with customizable modules and scalable cloud capabilities 

• Modernizing operations with mobile access, AI features, and real-time reporting 

 Dynamics 365 helps organizations improve operational flow while enabling better forecasting, collaboration, and strategic planning. 

Microsoft Dynamics 365 provides two primary ERP solutions designed for different business sizes and operational needs: 

• Dynamics 365 Business Central: An all-in-one ERP system for small and mid-sized businesses that supports finance, inventory, purchasing, sales, and basic manufacturing. 

• Dynamics 365 Finance and Supply Chain Management: An enterprise-level ERP platform that supports advanced finance, global operations, supply chain processes, and complex manufacturing. 

For a detailed comparison of these two ERP systems, visit our Business Central vs Finance and Supply Chain Management guide. 

Dynamics 365 suite is also available in two editions, Business or Enterprise, each with different levels of features and applications. 

Other applications in the Dynamics 365 suite includes: 

• Dynamics 365 Sales 

• Dynamics 365 Service 

• Dynamics 365 Customer Data Platform 

• Dynamics 365 Human Resource 

• Dynamics 365 Supply Chain Management 

• Dynamics 365 Commerce 

• Dynamics 365 Project Service Automation 

• Dynamics 365 Marketing 

• Dynamics 365 Finance 

Microsoft Dynamics 365 Business Central and Dynamics 365 Finance and Supply Chain Management serve different business sizes and operational needs. Business Central is designed for small and mid-sized companies that need an all-in-one ERP system for finance, inventory, sales, purchasing, and basic manufacturing. It offers quick deployment, lower licensing costs, and a user-friendly interface suited for growing organizations. 

Finance and Supply Chain Management is built for larger or more complex enterprises that require advanced capabilities. It supports multi-entity financial consolidation, global operations, high-volume supply chain processes, advanced manufacturing, and deep regulatory or compliance requirements. The platform provides more scalability and extensive configuration options for organizations with complex structures. 

Both systems operate within the Dynamics 365 ecosystem, but the right choice depends on company size, operational complexity, industry needs, and long-term growth goals. 

A Dynamics 365 Reseller is a company or individual authorized by Microsoft to sell Dynamics 365 licenses and provide related services, such as implementation, customization, and support.

Microsoft Dynamics 365 Finance and Supply Chain Management can be deployed on-premises for organizations that require full control over their infrastructure or have strict regulatory or security requirements. On-premises deployments have different system requirements, hardware needs, and maintenance responsibilities compared to cloud deployments. Features and update cycles may also vary, since cloud versions receive new capabilities more frequently. 

For a comparison of both deployment models, see: Cloud ERP vs On-Premise ERP – Which Is Better? 

Yes, Microsoft Dynamics 365 can integrate with a wide range of systems, including other Microsoft products and third-party applications. Dynamics 365 connects seamlessly with Microsoft 365, Power BI, Power Platform, Azure services, and industry-specific tools. It can also integrate with external applications such as web portals, ecommerce platforms, logistics systems, and financial or reporting tools. 

These integrations help optimize processes, eliminate manual data entry, and create a unified view of business operations across different platforms. 

Migrating from Dynamics GP or NAV to Microsoft Dynamics 365 Business Central involves a structured process that analyzes your existing data, maps it to the new system, and ensures your financials, inventory, customers, and historical records transfer accurately. Business Central offers a familiar experience for GP and NAV users, along with modern capabilities such as automated updates, improved reporting, mobile access, and stronger security. 

Calsoft supports this transition with detailed data assessments, sandbox testing, user training, and post-migration validation. Our CloudShift migration tool also helps streamline data conversion and reduces manual effort, allowing organizations to move to Business Central with confidence. 

For a complete overview of the upgrade process, visit: How to Migrate from Dynamics GP to Dynamics 365 Business Central 

Moving from an on-premises ERP system to Microsoft Dynamics 365 Cloud provides several operational, financial, and security advantages. Cloud deployment removes the need for local servers and manual upgrades, allowing organizations to reduce maintenance costs and rely on Microsoft’s continuous updates for new features, security improvements, and regulatory compliance. 

Dynamics 365 Cloud improves scalability by allowing businesses to add users, expand modules, or support new locations without hardware changes. It also enhances accessibility, since teams can work securely from any device and any location. Built-in integrations with Microsoft 365, Power BI, and Power Platform create a connected environment that supports automation, analytics, and real-time collaboration. 

Security is another major benefit. The cloud environment runs on Microsoft Azure, which provides enterprise-grade protection, data encryption, and global compliance certifications. These capabilities help organizations modernize operations, improve agility, and support long-term growth while reducing the burden of maintaining an on-premises system. 

Dynamics 365 is built to help organizations manage international operations with consistent financial reporting, standardized processes, and real-time visibility across multiple entities. The system supports multiple currencies, exchange rate updates, localized tax requirements, and regional compliance rules, making it suitable for businesses with global reach. 

Finance and Supply Chain Management offers advanced capabilities for multi-company consolidation, intercompany transactions, shared services, and global inventory visibility. Business Central provides strong multi-currency and multi-language support for small and mid-sized companies that operate across borders. 

Both platforms allow organizations to manage subsidiaries, warehouses, and teams in different regions while maintaining accurate financial records and unified oversight through a single ERP environment. 

Yes, Microsoft Dynamics 365 can be customized to meet the specific needs of manufacturing, logistics, and distribution companies. The platform includes built-in modules for production planning, inventory management, warehouse operations, transportation workflows, and order fulfillment. Organizations can tailor these functions to match their processes, industry requirements, and operational structure. 

Dynamics 365 also supports custom extensions, integrations, and role-based configurations. Manufacturers can manage bills of materials, shop floor control, and quality tracking. Logistics and distribution companies can optimize warehouse activities, automate shipping processes, and improve visibility across the supply chain. 

With the flexibility of the Microsoft ecosystem, companies can also extend functionality through Power Platform, third-party apps, or partner-built solutions to create a system that fits both current needs and long-term growth plans. 

Microsoft Dynamics 365 is built on Microsoft Azure, which provides enterprise-grade security, global compliance, and continuous monitoring. The platform protects business data through multiple layers of security and standardized controls. 

Key security features include: 

• Role-based access control to manage user permissions 

• Multi-factor authentication for identity protection 

• Data encryption in transit and at rest 

• Automated updates and threat detection to reduce vulnerabilities 

• Audit logs and activity monitoring for governance 

Dynamics 365 also meets major compliance standards such as ISO 27001, SOC 1 and SOC 2, and GDPR. These safeguards ensure organizations can operate securely while maintaining full control over financial, operational, and customer data. 

Yes, Microsoft Dynamics 365 includes built-in AI and automation features that help organizations enable better forecasting and analysis. The platform uses Microsoft AI, machine learning models, and workflow automation tools to support tasks such as forecasting, anomaly detection, cash flow analysis, sales insights, and supply chain optimization. 

Dynamics 365 Copilot adds an additional layer of intelligence by assisting with tasks like drafting emails, generating reports, summarizing data, analyzing trends, and creating content directly within Business Central and other Dynamics applications. Power Automate can also be used to build automated workflows that connect Dynamics 365 with other business systems, reducing repetitive tasks and improving accuracy across departments. 

These capabilities help businesses operate more efficiently, respond to changes faster, and gain real-time insights that support better decision-making. 

CloudShift is Calsoft’s proprietary migration framework designed to guide organizations from legacy ERP platforms including Dynamics GP, NAV, and AX into Microsoft Dynamics 365 Business Central with greater accuracy and control. It provides a structured, repeatable approach that reduces manual effort, improves data accuracy, and shortens project timelines. 

CloudShift automates key parts of the migration process, including data extraction, mapping, transformation, and validation. It helps ensure that financial history, inventory records, customer data, and other critical information transfer correctly into the new system. The framework also supports sandbox testing and side-by-side comparisons, allowing teams to verify migrated data before go-live. 

By combining automation with Calsoft’s ERP expertise, CloudShift enables organizations to move to Dynamics 365 more efficiently, with lower risk and greater confidence in the quality of their migrated data. 

Dynamics 365 includes both CRM and ERP applications, each designed to support different areas of a business. 

CRM modules focus on customer-facing processes such as: 

• sales pipeline management 

• customer service and case management 

• marketing automation 

• customer insights and engagement 

These applications help organizations manage relationships, improve customer experiences, and support revenue growth. 

ERP modules support internal business operations such as: 

• finance and accounting 

• supply chain and inventory 

• procurement and manufacturing 

• warehouse and logistics management 

ERP applications help companies streamline operations, manage resources, and maintain accurate financial and operational data. 

Together, Dynamics 365 CRM and ERP modules create a unified platform that connects sales, service, finance, supply chain, and operations, giving organizations a complete view of their business. 

Yes, many organizations migrate from systems like QuickBooks, SAP, or NetSuite to Microsoft Dynamics 365 as they outgrow their existing software or need more advanced capabilities. Dynamics 365 offers stronger scalability, integrated financial and operational workflows, and a unified platform for reporting, automation, and global growth. 

Calsoft supports migrations from a wide range of legacy systems. The process typically includes: 

• evaluating current data and system structure 

• mapping financial and operational data to Dynamics 365 

• migrating historical records and opening balances 

• configuring modules to match business processes 

• conducting validation, testing, and user training 

Whether you are moving from an entry-level system like QuickBooks or an enterprise platform like SAP or NetSuite, Dynamics 365 provides a flexible and modern ERP environment that supports long-term growth and digital transformation. 

Dynamics 365 Copilot introduces advanced AI functionalities and natural language processing to the suite of business applications within Dynamics 365. This AI-driven tool supports users by producing content faster, simplifying day-to-day tasks, and offering helpful suggestions that improve the quality of business decisions. 

Dynamics 365 Copilot in Business Central uses AI to simplify daily work, improve accuracy, and help users complete tasks faster. 

Copilot can assist with: 

• generating product descriptions 

• suggesting or auto-filling data 

• automating routine entries and approvals 

• providing smart next-step recommendations 

• answering questions in natural language 

• highlighting trends or irregularities 

• supporting ecommerce content updates 

These capabilities help teams save time, minimize repetitive tasks, and work with clearer insight across finance, sales, inventory, and operations. 

Dynamics 365 Copilot supports finance and supply chain teams by automating analysis, minimizing repetitive tasks, and providing actionable insight. 

In Finance, Copilot helps with: 

• account reconciliation 

• variance reviews 

• cash-flow forecasting 

• anomaly detection 

• financial summaries 

In Supply Chain, Copilot supports: 

• demand forecasting 

• inventory evaluation 

• replenishment suggestions 

• supplier performance insights 

• alerts for disruptions 

These tools help organizations respond faster, improve accuracy, and strengthen operational decision-making. 

Dynamics 365 Copilot improves productivity in Business Central by automating routine tasks, simplifying data entry, and providing intelligent suggestions that help users work faster and more accurately. Copilot can generate product descriptions, draft emails, summarize records, and help users locate important information without manual searching. It also assists with forecasting, data analysis, and identifying trends that might require attention. 

For daily operations, Copilot supports activities such as managing purchase orders, reviewing inventory levels, and preparing financial insights. By reducing the time spent on repetitive work and offering real-time guidance directly within the interface, Copilot helps teams stay focused on higher-value tasks and decision-making. 

Copilot is available across many Dynamics 365 applications, but access depends on the specific product, licensing tier, and the region where your organization operates. Some Copilot features are included with standard licenses for applications like Business Central, while other advanced capabilities may require additional licenses or Microsoft AI credits. 

Availability can also vary by module, since certain Copilot tools are released in phases and may be offered first in select markets. Organizations should review their current licensing plan or consult with a certified Microsoft partner to confirm which Copilot features are included and which require an upgrade. 

Teams do not need advanced technical skills to benefit from Dynamics 365 Copilot, but certain foundational abilities help users get the most value from AI-driven features. Effective Copilot usage typically requires: 

• Comfort with basic Dynamics 365 navigation, such as viewing records, posting transactions, or reviewing reports 

• Clear understanding of business processes, so users can interpret Copilot suggestions and apply them correctly 

• Ability to work with structured data, including reviewing summaries, validating entries, or correcting discrepancies 

• Basic familiarity with AI-assisted tools, such as understanding prompts, reviewing recommendations, and confirming automated actions 

Calsoft also provides training to help teams adopt Copilot more quickly, improve data quality, and build confidence using AI-enabled workflows inside Business Central or Finance and Supply Chain Management. 

The cost of Microsoft Dynamics 365 depends on the applications you need, the size of your organization, and the number of users who require access. Dynamics 365 uses role-based and modular licensing, which allows businesses to purchase only the apps and user types they need. This flexible structure makes it easier to scale your system as your operations grow or change. 

Pricing typically includes user licenses, optional add-on modules, and any implementation or support services required to configure the system for your business. 

For a complete overview of pricing options, licensing models, and cost considerations, visit: Dynamics 365 Pricing Information. 

Microsoft Dynamics 365 Business Central uses a subscription-based, per-user licensing model. Organizations choose user types based on the level of access each employee needs, which helps control cost and scalability as the business grows. 

Business Central offers three main license types: 

• Essentials – core functionality for finance, sales, purchasing, inventory, and basic warehouse 

• Premium – includes all Essentials features plus service management and manufacturing 

• Team Members – light users who need read access and limited write capabilities 

Licenses are billed monthly and can be mixed and matched, allowing each user to have the appropriate level of access. This model gives companies flexibility to adjust licenses as roles, responsibilities, or system usage evolve. 

Dynamics 365 Finance and Supply Chain Management uses a modular, per-user subscription licensing model designed for medium to large enterprises. Each user is assigned a license based on their role and the level of functionality they need. 

Key license types include: 

• Finance – for users who manage general ledger, budgeting, accounts payable, accounts receivable, and financial reporting 

• Supply Chain Management – for users handling inventory, production, warehousing, planning, and logistics 

• Activity Users – for employees who perform a limited set of tasks, such as approvals or operational updates 

• Team Members – for light users who require basic read access and simple transactional capabilities 

Organizations can combine these licenses to support different roles across finance, operations, supply chain, and manufacturing. The subscription-based model allows businesses to scale user access as their needs evolve. 

We offer ongoing support for Dynamics 365, including troubleshooting, maintenance, and updates. Our support services are designed to ensure that your Dynamics 365 system runs smoothly and continues to meet your business needs.

Microsoft releases regular updates for Dynamics 365 to deliver new features, security improvements, performance enhancements, and regulatory changes. Most applications, including Business Central and Finance and Supply Chain Management, follow a biannual update cycle with major releases in the first and second half of each year. In addition, Microsoft issues minor monthly updates that address quality, stability, and security.