Solution · Business Central

It knows the difference between a
Sales Quote and a Sales Order.

Worksnip recognises Microsoft Dynamics 365 Business Central out of the box. The narration matches what the screen is actually doing — so the writeup is right the first time, not the third.

What it understands

Real Business Central vocabulary, not generic UI talk.

Posting versus releasing. Open versus released. Item ledger versus general ledger. The terms your team would actually use — used correctly, every time.

Speaks the language

Sales Quote, Sales Order, Posted Sales Invoice, Customer Ledger Entries — named correctly, used in context.

Knows the workflows

Quote-to-cash, item card setup, vendor payments, approvals — Worksnip already knows what each click usually means.

Stays accurate

Explanations are grounded in real Microsoft Business Central reference material — not the model's best guess.

What your team gets

Senior-consultant narration, on every step.

The same workflow you'd walk a junior consultant through — written for you, on the spot. When a step has a definitive answer, the explanation is marked Source-cited so trainees know they can trust it.

STEP 08 — NARRATION (LONG)

Click Post to release the order. Posting moves the order from Open to Released, generates the corresponding posted-sales-invoice record, and updates the customer ledger and inventory entries in a single transaction.   Source-cited  If your tenant requires approval, the order routes to Pending Approval first.   Source-cited

Who it's for

Four jobs, same capture.

Consultant demos

Three demos a day means three Worksnips an afternoon. The recap arrives before the prospect's coffee gets cold.

End-user training

Monday morning training becomes a permanent reference your end-users return to on Tuesday at 4 PM when they forget.

Internal SOPs

Capture the senior consultant's workflow once. Future hires watch the same recipe in their first week — narrated, source-backed, searchable.

Customer onboarding

Send one link; the recipient picks Flick to learn, Brief to print, Reel to play in the background. Same content, four postures.

Pricing

Business Central expertise, in every paid tier.

The Business Central specialty isn't an upsell — it's part of the product. Free includes three guides with full Business Central understanding so you can verify the quality before you upgrade.

Bring it into every demo.

No credit card. Works in Chrome 94+.