EST. 2005 Boutique D365 Consultancy Vol. XX · Spring 2026

We make ERP forgettable.
On purpose.

Think360ERP is a boutique Microsoft Dynamics 365 Business Central consultancy — and we build the custom AI agents that run inside it. Twenty years deep in the Microsoft stack, for finance and operations teams who'd rather not think about their ERP.

20+Years delivering D365
< 1hrFirst response SLA
06Industries shipped
D365Microsoft Partner
AI Agents for Business Central WHAT WE DO

Custom AI agents, fluent in Business Central.

Most AI vendors have never seen a posting routine. We've built on Microsoft Dynamics for two decades — so the agents we ship understand dimensions, approvals and your chart of accounts, not just text on a page.

Scope an agent
20+ yearsOn Dynamics NAV & Business Central
Microsoft PartnerDynamics 365 specialists
In productionAgents live in clients' ERPs today
Azure + ClaudeBuilt on the Microsoft & Anthropic stack

Document & invoice processing

Read PDFs, emails and scans, validate against your rules, and post straight into Business Central — AP, AR and beyond.

Most requested

Bank & account reconciliation

Match statements to ledger entries automatically, surfacing only the exceptions a human actually needs to look at.

Order & data entry

Turn inbound emails, spreadsheets and portal exports into clean sales and purchase orders inside BC — no rekeying.

Master-data matching

Resolve customers, vendors and items to the right records — even when names, codes and spellings don't line up.

Finance & reporting copilots

Answer "what changed, and why" against live BC data in plain language — with the figures and drill-downs to back it.

Approvals & exceptions

Route the edge cases to the right person with full context — and keep a clean, auditable trail of every decision.

Every agent is production-grade: audit trails, retries, and a human in the loop where it counts.

See one running in production
Built on the Microsoft cloud
Dynamics 365 Business Central Power Platform Power BI Azure Dataverse

Twenty years of international experience, helping local and multinational companies turn unsuccessful ERP projects into thriving, day-to-day operations.

We're a highly skilled and dedicated team — geared to work with your team in a friendly, productive way, so your business processes and systems don't just go live, but stay useful long after. Our focus is customer loyalty and long-term partnership, not one-off invoicing.

Every engagement starts with a detailed analysis of your as-is business processes and ends with a to-be state that actually reflects how your business needs to run — not how the template says it should.

Services SIX PRACTICES · ONE TEAM

Everything you need from an ERP partner — and nothing you don't.

Six focused practices covering the full lifecycle, from first workshop to long-term support. One team, one point of contact, from kickoff onward.

Platform

One integrated Microsoft stack — wired end-to-end.

We don't just configure Business Central. We connect it to the rest of your business: banks, shipping carriers, CRMs, data warehouses and internal APIs. Here's a map of what we build with.

Dynamics 365 Sales / CRM
leads, quotes, accounts
Power BI
dashboards, KPIs, alerts
Power Automate
low-code workflows
Microsoft Dynamics 365 Business Central finance · inventory · sales · service · projects — the system of record
Azure Functions
serverless integration
Azure SQL
reporting warehouse
Logic Apps
API orchestration
Container Apps
custom services
Bank APIs
reconciliation, files
Shipping carriers
rates, labels, tracking
Custom APIs
REST, OData, webhooks
Microsoft Products

What each piece of the stack actually does for you.

Five Microsoft products we implement, upgrade and support — in plain English, straight from our day-to-day work.

BC
ERP · System of record

Microsoft Dynamics 365 Business Central

Cloud-based ERP solution designed for small to medium-sized businesses. Integrates financials, sales, service and operations while improving communication and enabling better decision-making. Cloud or on-premises, easily tailored and extensible, accessible from any device. Role-based workspaces and workflow guidance accelerate month-end close and day-to-day operations, with tight Microsoft 365 integration, built-in analytics and sales forecasting from historical data — at a lower total cost of ownership than Dynamics NAV.

Financials Inventory Sales & Service Projects Cloud or on-prem Role-based UX M365 integration Built-in BI Lower TCO vs NAV
Legacy · NAV / GP

Microsoft Dynamics NAV & GP

The older generation of Dynamics Business Central. We still support customers running Dynamics NAV or GP as their system of record — and we have deep expertise upgrading both to Business Central, on-premises or in the cloud.

NAV support GP support NAV → BC upgrade GP → BC upgrade On-prem or cloud
CRM
CRM · Sales

Dynamics 365 Sales / CRM

Dynamics 365 Sales lets salespeople build stronger customer relationships, act on insight, and close deals faster — across account and contact management, lead nurturing, sales collateral, marketing campaigns and service cases.

Leads & accounts Opportunity tracking AI insights LinkedIn data
CRM
Dynamics 365 Sales · Licensing tiers

Four editions — pick the one that fits.

Premium
Sales Premium
For large organizations needing automation with AI — conversation and relationship intelligence included.
Enterprise
Sales Enterprise
Automation paired with contextual insights and deep customization options.
Relationship
Relationship Sales
Integrates LinkedIn data to strengthen people, organization and account relationships.
Professional
Sales Professional
Foundational sales automation — for teams that need core CRM, not the full suite.
BI
Analytics · Self-service BI

Power BI

Microsoft's business intelligence platform — for non-technical business users who need to aggregate, analyze, visualize and share data. Familiar to anyone who's used Excel, deep integration with the rest of Microsoft, and self-service by design: it requires minimal training to get real value out of.

Dashboards KPIs Excel-familiar Self-service BC-native
PA
Automation · Low-code

Power Automate

Formerly Microsoft Flow. An online tool inside Microsoft 365 for creating automated workflows between apps and services — syncing files, getting notifications, collecting data and wiring up the small integrations that quietly make a business run.

Flows Triggers & actions M365-native Approval routing Low-code
Engineering

Where configuration isn't enough, we write the code.

Clean, version-controlled AL extensions, Azure Functions and Power Automate flows — built to survive Business Central upgrades and to stay readable long after we've handed them over.

  • Extensions, web services and APIs, all in version control
  • Built to survive Business Central upgrades
  • Tests on the business-critical logic
  • Written documentation — not tribal knowledge
BankReconciliation.al
invoice-sync.ts
pipeline.yml
// AL extension — auto-reconcile bank statements
// deployed on BC SaaS 25.2, with CI/CD via GitHub Actions

codeunit 50100 "T360 Bank Reconciler"
{
    procedure ReconcileStatement(StmtNo: Code[20])
    var
        Line: Record "Bank Acc. Reconciliation Line";
        Matcher: Codeunit "T360 Smart Matcher";
    begin
        Line.SetRange("Statement No.", StmtNo);
        if Line.FindSet() then
            repeat
                Matcher.MatchByAmountAndDate(Line);
            until Line.Next() = 0;
    end;
}
Case Study LIVE IN PRODUCTION

One agent, up close: the back-office work nobody wants to do.

The capabilities above aren't a roadmap — they're things we've shipped. Here's one agent running in a client's Business Central today, step by step, with the audit trail and human review that real finance work demands.

Live example · Document-to-ERP automation

Invoice Processing Agent

Suppliers email in invoices; the agent reads each one, checks it against your rules, matches it to the right records and posts it into your ERP — with people stepping in only on the exceptions.

Live in production
01 · CAPTURE
Collect documents

The agent watches an inbox or shared folder and picks up incoming documents on its own — PDFs, scans and email attachments alike.

02 · READ
Understand with AI

AI reads each document and turns it into clean, structured data — line items, totals, dates and references — with no rigid templates to maintain.

03 · VALIDATE
Apply your rules

Every document is checked against your business rules — pricing, tolerances and approvals — so only clean, trusted data moves forward.

04 · MATCH
Find the right records

Suppliers, customers and accounts are matched to the correct master records — even when names and codes don't line up exactly.

05 · POST
Into your ERP

Validated entries are created in your ERP with the right accounts, dimensions and attachments — no manual rekeying.

Outcome · 01
Hands-off by default
What used to be stacks of documents and manual data entry becomes a short review queue. Your team handles the exceptions, not every line.
Outcome · 02
Nothing in a black box
Every read, check and posting is timestamped, retryable and visible to finance — a complete trail you can audit at any time.
Outcome · 03
Native to your ERP
Entries land with the correct accounts, dimensions and references — built on your ERP's own API, not bolted on the side.
Industries

Six sectors where we've shipped — not six where we've read case studies.

How we work

A calm, four-phase delivery — designed to make go-live boring.

Clear deliverables, honest timelines, and a single point of contact on your account from kickoff through go-live and beyond.

Week 1 — 3

Discover

Stakeholder workshops and walkthroughs. We map how work actually happens — before recommending how it should.

Deliverable · As-is memo
Week 2 — 6

Design

A to-be architecture with scope, cost and risk called out up-front — in English your CFO can read.

Deliverable · Solution blueprint
Week 6 — 18

Build

Iterative AL development with real data, structured UAT, dry-run cutovers. Every line in Git, every change traceable.

Deliverable · Live system
Week 18+

Evolve

Quarterly optimizations, new integrations, training refreshes. The system gets better over time — it doesn't rot.

Deliverable · Quiet operations
House Rules

How we work, stated plainly.

Four principles we try to hold to. They're the reason our client relationships tend to last.

I.

Write first, build second.

Every engagement begins with a written scope. If we can't explain it on paper, we won't build it in AL.

II.

You own the code.

Extensions, pipelines and documentation live in your repository under your organization. No vendor lock-in, no black boxes.

III.

Opinion when asked, quiet when not.

We'll push back on something we think is wrong once. After that, it's your business — and we'll help you build the thing you chose, well.

IV.

Long relationships over short wins.

We'd rather be the partner you keep calling for years than the one who ships a flashy go-live and disappears the week after.

Field Notes 6 ARTICLES · 2020 — 2021

Field notes from our Business Central work.

Practical patterns from the kind of problems you only see once you're deep inside a live system.

On-prem · Multi-DB 28 · Jul · 2021 ~ 4 min read

Running multiple Business Central web clients against different databases on a single on-premise server.

A short, practical walk-through: how to spin up several independent web clients for Business Central 18 on-premise, each pointing at a different database within the same environment — useful when you want production and sandbox users on the same box without them stepping on each other.

The six steps
  1. Create a new server instance Open the Business Central Administrator and create a new server instance, giving it a port different from the default instance.
  2. Create a matching web instance A server instance on its own won't serve the browser — create a corresponding web server instance so the web client has somewhere to live.
  3. Use the right PowerShell command From the Business Central Administration Shell, run New-NAVWebServerInstance with parameters for the web server instance name, localhost, and the server instance name you created in step 1.
  4. Edit the navsettings file Open the navsettings file at C:\inetpub\wwwroot\[Web Client Name] and adjust the configuration so the web client talks to the correct server.
  5. Align the ports Make sure the port in navsettings matches the port you assigned to your server instance back in step 1. Mismatched ports are the single most common reason this breaks.
  6. Restart both services Restart the server instance and the web instance together to apply the configuration. You should now be able to open each web client in its own browser tab, each talking to its own database.
AL · File I/O 22 · Sep · 2020 ~ 5 min read

How to upload and download a file in Business Central using InStream and OutStream.

A compact pattern for handling file uploads and downloads inside Business Central — works with text documents, PDFs and images (JPG, PNG), using only InStream for reading data into a table and OutStream for extracting it back. No external storage, no third-party libraries.

The four steps
  1. Create a table to store the file Define a table with a Blob field. This is where the actual file contents will live — one row per uploaded file.
  2. Create a page on that table Add a page bound to the table, with two actions: one for Import File and one for Export File. These will be the user-facing buttons in the role center.
  3. Write the upload and download functions Create two AL functions: one that takes an InStream of the incoming file and writes it into the Blob field, and one that reads from the Blob field into an OutStream and serves it back to the user.
  4. Wire up the page actions Call the upload function from the Import action's OnAction trigger, and the download function from the Export action. That's the whole pattern — it works uniformly across TXT, PDF and image files.
Release notes 18 · Sep · 2020 ~ 6 min read

Microsoft Dynamics 365 Business Central — September 2020 Wave 2, field notes.

Microsoft released Business Central 17 with a batch of features in public preview this month. Here's what actually made it into our short-list of things to use on real client engagements — and what we've quietly ignored.

Five features worth knowing
  1. Contact conversion templates Users can now convert a contact into a vendor or an employee using configurable templates that auto-populate the relevant fields during the conversion. Small change, big quality-of-life improvement for busy AP teams.
  2. Retention policies Administrators can now define policies that tell Business Central how frequently to delete outdated data — log entries, archived records and more. Policies support filtering so you only delete what's actually expired. Finally.
  3. Default unit cost for service items You can now set default unit costs for non-inventory and service items directly on item and SKU pages, reducing the manual data entry that every controller has complained about since NAV.
  4. Feature management enhancements When enabling features that require data modification, administrators can now schedule the data update ahead of time. The Feature Data Update setup guide lets you inspect exactly what will change before you pull the trigger.
  5. OAuth 2.0 for the Outlook add-in Business Central is switching the Outlook add-in from basic auth to OAuth 2.0, lining up with Exchange Online's deprecation of basic auth planned for H2 2021. Worth flagging early for anyone still on the old deployment.
Reporting · RDLC 01 · Jul · 2020 ~ 5 min read

Creating an RDLC report in Business Central 365.

A step-by-step walkthrough for building a classic RDLC report in Business Central using AL and Report Builder — from the first Treport snippet to a published app, plus the export / import / edit cycle for tweaking the layout later.

Creating the report — eight steps
  1. Open Visual Studio Code Configure your workspace settings in launch.json so Code knows which BC server and tenant to connect to.
  2. Download symbols Press F1 and run the AL: Download Symbols command — without symbols, the AL compiler can't resolve base objects.
  3. Create an AL file Add a new file with the .al extension — for example, TestReport.al.
  4. Scaffold with Treport Type Treport inside the file and accept the snippet — Code generates the skeleton of a report object for you.
  5. Configure ID, name and columns Set the report ID and name, and add the columns you need with proper SourceExpr expressions. On compilation, Business Central will auto-generate the .rdlc file as long as the report isn't marked processingOnly.
  6. Open the project folder Navigate to your project folder and open the generated .rdlc file in Report Builder to work on the layout.
  7. Design the layout Lay out the report in Report Builder — headers, groupings, totals. Save when done.
  8. Publish and test Back in Code, publish the app with F5. Search for your report inside Business Central and run it to confirm everything lines up.
Exporting, editing and re-importing the layout
  1. Find your report in Custom Report Layouts In Business Central, open Custom Report Layouts and locate your report.
  2. Export the layout Download the .rdlc layout file to your machine for offline editing.
  3. Import the edited layout Once you've reworked the layout in Report Builder, import it back via the same screen to replace the existing version.
Dev workflow · VS Live Share 30 · Jun · 2020 ~ 3 min read

Developing NAV / Dynamics 365 Business Central extensions with real-time collaboration.

Visual Studio Live Share — announced by Microsoft at Build 2018 — lets developers write code together in real time. For anyone building AL extensions for NAV or Business Central, it turns pair programming across continents into a one-click affair.

Getting set up — six steps
  1. Install the extension In VS Code, open the Extensions marketplace and search for Live Share. Install it and reload if prompted.
  2. Sign in Click the Sign in link in the status bar. You can authenticate with a Microsoft personal account, a corporate account, Azure AD or GitHub.
  3. Start a sharing session Once signed in, click the Share button. Live Share generates an invite link and drops it straight onto your clipboard.
  4. Invite a colleague Send the link to whoever you're collaborating with. As they join, you'll see them appear in your sidebar.
  5. Write code together You can now see each other's cursors and edits in real time — effectively a shared AL workspace, without anyone having to pull your branch.
  6. End the session cleanly Click your name in VS Code to find Leave collaboration session (for guests) or End collaboration session (for the host) when you're done.
NAV · Security 29 · Jun · 2020 ~ 8 min read

NAV 2013 R2 Windows client with NavUserPassword — introduction.

A comprehensive four-part guide for configuring Microsoft Dynamics NAV 2013 R2 to use the NavUserPassword credential type across both Windows and Web clients — the prerequisite to running NAV outside a pure Windows-authenticated domain.

Part 01 · Creating the security certificate
  1. Open the Visual Studio Command Prompt You'll need the Makecert utility, which ships with the Visual Studio tooling.
  2. Generate the certificate, private key and CRL Use Makecert to produce the certificate file (.cer), the private key (.pvk) and the certificate revocation list (.crl) — all three are required for WCF to validate the chain.
Part 02 · Installing certificates on the NAV server
  1. Import into Windows Certificate Manager On the NAV Server machine, open certmgr.msc and import the certificate artefacts you generated in Part 01.
  2. Place them in Trusted Root Certification Authorities Install the certificates under the Trusted Root Certification Authorities store so the machine trusts them implicitly.
  3. Grant NETWORK SERVICE access to the private key The NAV service runs under NETWORK SERVICE by default — give it read permission on the private key, or the service will fail to start.
Part 03 · Configuring the NAV service
  1. Create a new NAV service instance Spin up a new service instance dedicated to the NavUserPassword credential type so you don't break your existing Windows-authenticated instance.
  2. Assign the certificate thumbprint Paste in the thumbprint of the certificate from Part 01 so the service knows which certificate to present.
  3. Set the port numbers Use ports 1245 through 1248 for the various services (management, client, SOAP, OData) — and make sure they don't collide with an existing instance.
Part 04 · Configuring the Windows client
  1. Edit ClientUserSettings.config Update the port, server instance and credential type entries to match what you set up in Part 03.
  2. Point the client shortcut at the new config Modify the NAV Windows client shortcut so it references your custom .config file — then launch and you should be prompted for a NAV username and password instead of silently authenticating with Windows.
The full archive · 2020 — 2021

See every Think360ERP blog post, in the original archive.

Open archive
Get in touch

Ready to make your ERP forgettable?

Tell us what you run today, what's breaking, and what "good" looks like on the other side. We'll come back — usually within the day — with a calm, written plan.

// new-project.yaml
client:your_company_here
stage:discovery
region:SF Bay Area · remote
sla:< 1h response
response:pending...