{"id":3679,"date":"2026-02-22T15:03:32","date_gmt":"2026-02-22T14:03:32","guid":{"rendered":"https:\/\/nabsolutions.com\/us\/?p=3679"},"modified":"2026-04-07T08:30:02","modified_gmt":"2026-04-07T12:30:02","slug":"how-to-get-started-with-microsofts-business-platform","status":"publish","type":"post","link":"https:\/\/nabsolutions.com\/us\/erp\/how-to-get-started-with-microsofts-business-platform\/","title":{"rendered":"How to get started with Microsoft\u2019s business platform"},"content":{"rendered":"\r\n<section class=\"nab-news-hero\">\r\n    <div class=\"nab-news-hero-inner\">\r\n        <header class=\"nab-news-hero-header\">\r\n            <p class=\"nab-news-hero-header-date is-ingress\">\r\n                February 22nd, 2026            <\/p>\r\n\r\n            <h1 class=\"nab-news-hero-header-title is-h2\">\r\n                How to get started with Microsoft\u2019s business platform            <\/h1>\r\n\r\n                                                <!-- <a href=\"\" class=\"nab-news-hero-header-button nab-button is-primary is-grey is-chips\">\r\n                                            <\/a> -->\r\n\r\n                    <p class=\"nab-news-hero-header-button-no-button\">\r\n                        ERP                    <\/p>\r\n                                    <!-- <a href=\"\" class=\"nab-news-hero-header-button nab-button is-primary is-grey is-chips\">\r\n                                            <\/a> -->\r\n\r\n                    <p class=\"nab-news-hero-header-button-no-button\">\r\n                        Finance &amp; Insurance                    <\/p>\r\n                                    <\/header>\r\n\r\n        <div class=\"nab-news-hero-image\">\r\n            <img decoding=\"async\" \r\n                data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/02\/Sa-kommer-du-igang-med-Microsofts-affarsplattform.webp\"\r\n                alt=\"\"\r\n                class=\"nab-news-hero-image-figure lazyload\"\r\n             src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1280px; --smush-placeholder-aspect-ratio: 1280\/720;\">\r\n        <\/div>\r\n\r\n        <header class=\"nab-news-hero-excerpt\">\r\n            <p class=\"nab-news-hero-excerpt-text is-ingress\">\r\n                Taking the next step with Microsoft\u2019s business platform doesn\u2019t have to be a large or risky leap. By starting where the need is greatest and introducing the solution step by step, banks and insurance companies can create clear business value\u2014with full control, even in a regulated environment.            <\/p>\r\n        <\/header>\r\n\r\n        <div class=\"nab-news-hero-content\">\r\n            <div class=\"nab-news-hero-content-inner\">\r\n                <h4 class=\"nab-news-hero-content-title is-bold is-grey\">\r\n                    Table of contents                <\/h4>\r\n\r\n                <ol class=\"nab-news-hero-content-list\">\r\n                                    <\/ol>\r\n            <\/div>\r\n        <\/div>\r\n\r\n    <\/div>\r\n<\/section>\n\n\r\n\r\n    <section class=\"nab-article has-offset  \" id=\"\">\r\n        <div class=\"nab-article-inner \">\r\n            <h3>The next step\u2014without major risks<\/h3>\n<p>Taking the next step with Microsoft\u2019s business platform doesn\u2019t have to mean a large, high-risk project. Most organizations start where the value is most clear\u2014and build from there step by step.<\/p>\n<h4>Start where the need is greatest<\/h4>\n<p><strong>This may involve:<\/strong><\/p>\n<ul>\n<li>reporting and performance tracking<\/li>\n<li>secure collaboration<\/li>\n<li>analytics for management and risk functions<\/li>\n<\/ul>\n<p>By focusing on concrete needs, quick impact can be achieved.<\/p>\n        <\/div>\r\n    <\/section>\r\n\n\n\n\n\n    <section class=\"nab-bento  \" id=\"\">\n        <div class=\"nab-bento-inner\">\n                            \n                                    <div class=\"nab-bento-items is-bento-one\">\n                                                    <div class=\"nab-bento-item link-box-wrapper is-bento-one\">\n                                <div class=\"nab-bento-item-inner is-dark-green has-overlay  is-flex-end \">\n                                                                            <img decoding=\"async\"\n                                            class=\"nab-bento-item-image-figure has-overlay lazyload\" \n                                            data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/03\/Bento-Finans-Forsakring-Decison.webp\" \n                                            alt=\"\"\n                                         src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1920px; --smush-placeholder-aspect-ratio: 1920\/1080;\">\n                                                                        \n                                    \n                                    <header class=\"nab-bento-item-header \">\n                                                                                    <p class=\"nab-bento-item-header-subtitle is-uppercase\">\n                                                Finance &amp; Insurance                                            <\/p>\n                                            <h3 class=\"nab-bento-item-header-title  \">\n                                                Take control of finance and processes with Business Central today.                                            <\/h3>\n                                        \n                                                                                    <a \n                                                href=\"https:\/\/nabsolutions.com\/us\/erp\/\" \n                                                class=\"nab-bento-item-header-button nab-button is-primary \"\n                                                aria-label=\"Explore ERP\"\n                                            >\n                                                <span class=\"nab-link-box\"><\/span>\n                                                                                                    <span class=\"nab-bento-item-header-button-text\">\n                                                        Explore ERP                                                    <\/span>\n                                                    <i class=\"nab-bento-item-header-title-icon material-symbols-outlined is-mobile \" aria-label=\"Arrow right\">arrow_right_alt<\/i>\n                                                                                            <\/a>\n                                                                            <\/header>\n\n                                    \n                                                                    <\/div>\n                            <\/div>\n                                            <\/div>\n                                \n                               \n                                    <\/div>\n    <\/section>\n\n\n\r\n\r\n    <section class=\"nab-article has-offset  \" id=\"\">\r\n        <div class=\"nab-article-inner \">\r\n            <h4>Step-by-step implementation provides control<\/h4>\n<p>A phased implementation makes it possible to:<\/p>\n<ul>\n<li>test new ways of working<\/li>\n<li>gain experience<\/li>\n<li>adjust governance and guidelines<\/li>\n<\/ul>\n<h4>Partner support in a regulated environment<\/h4>\n<p>In regulated industries, trust and reliability are critical. With the right partner, the implementation can be carried out with an understanding of both the business and the regulatory framework\u2014without creating dependencies.<\/p>\n<h4>From platform to business value<\/h4>\n<p>When the platform is used with a clear purpose, it becomes a support for control, analysis, and decision-making. That\u2019s when Microsoft\u2019s business platform moves from being an IT solution to a strategic asset.<\/p>\n        <\/div>\r\n    <\/section>\r\n\n\n\n<section class=\"nab-faq   \" id=\"\">\n    <div class=\"nab-faq-inner\">\n                    <header class=\"nab-faq-header\">\n                                    <h2 class=\"nab-faq-header-heading is-grey\">\n                        FAQ                    <\/h2>\n                            <\/header>\n        \n                    <div class=\"nab-faq-items\">\n                <div class=\"nab-faq-item\">\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            Why should we work with NAB?                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>At NAB Solutions, we\u2019re more than a vendor \u2014 we\u2019re a partner. That means we start with your business, not the product. We focus on understanding your needs, goals, and challenges to create solutions that actually solve them, rather than selling features you don\u2019t need.<br \/>\nWith deep experience, proven methods, and hundreds of successful projects, we know what works in practice. And we stay with you all the way \u2014 from strategy and implementation to day\u2011to\u2011day use and continuous development.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            How does Business Central handle security, compliance, and risk?                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>Because Business Central is a Microsoft product, you benefit from Microsoft\u2019s significant investments in IT security. Your data is protected according to up\u2011to\u2011date, industry\u2011recognized standards. The solution also supports compliance requirements and can manage multiple legal entities, which is especially important for complex structures within financial services organizations.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            How flexible and scalable is the solution for future growth?                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>Business Central is both flexible and scalable. The system can be adapted to your business needs and grow as your organization expands. Features such as automation and integration with other Microsoft applications make it easier to streamline processes and prepare for future growth.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            Does Business Central support our specific needs in finance and insurance?                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>Yes. Microsoft Dynamics 365 Business Central is designed to meet the high requirements of the finance and insurance industries. The solution offers seamless integrations with banking and IT systems, advanced multi\u2011currency management, and real\u2011time tracking of financial instruments. It also supports partial VAT calculation and solvency reporting \u2014 providing stronger control, regulatory compliance, and better decision\u2011making in complex environments.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                    <\/div>\n            <\/div>\n            <\/div>\n<\/section>\n\n\n\n<section class=\"nab-cta-island   \" id=\"\">\n    <div class=\"nab-cta-island-inner\">\n        <header class=\"nab-cta-island-header\">\n                            <h2 class=\"nab-cta-island-header-title \">\n                    Get started with a business platform that grows with your business.                <\/h2>\n                        \n                        \n                            <a href=\"\" class=\"nab-cta-island-header-button nab-button is-primary is-info-form-popup\" aria-label=\"Contact us\">\n                    Contact us                <\/a>\n                \n                    <\/header>\n\n    <\/div>\n<\/section>\n\n\r\n<section class=\"nab-form-popup nab-form\">\r\n    <div class=\"nab-form-popup-inner\">\r\n        <a href=\"#\" class=\"nab-form-popup-close\">\r\n            <i class=\"nab-form-popup-close-icon material-symbols-outlined\">close<\/i>\r\n        <\/a>\r\n        <header class=\"nab-form-popup-header\">\r\n            <h3 class=\"nab-form-popup-header-title is-large\">\r\n                Get in touch!            <\/h3>\r\n            <p class=\"nab-form-popup-header-text is-lead\">\r\n                Fill in your details and we\u2019ll get back to you shortly!            <\/p>\r\n        <\/header>\r\n\r\n        <div class=\"nab-form-popup-form-wrapper\">\r\n            <form\r\n                action=\"\/wp-json\/nab\/v1\/mail\"\r\n                class=\"nab-form-popup-form nab-form-area\"\r\n                id=\"nab-form-area\"\r\n                data-type=\"info\"\r\n            >\r\n                <div class=\"nab-form-area-item is-botcheck\">\r\n                    <input type=\"tel\" class=\"nab-form-area-input is-botcheck\">\r\n                <\/div>\r\n\r\n                <div class=\"nab-form-area-item is-50\">\r\n                    <label for=\"nab-form-first-name\" class=\"nab-form-area-label\">\r\n                        First name*  \r\n                    <\/label>\r\n                    <input type=\"text\" class=\"nab-form-area-input is-required\" id=\"nab-form-first-name\">\r\n                    <p class=\"nab-form-area-error\">\r\n                        Please enter your first name.                    <\/p>\r\n                <\/div>\r\n                \r\n                <div class=\"nab-form-area-item is-50\">\r\n                    <label for=\"nab-form-last-name\" class=\"nab-form-area-label\">\r\n                        Last name*                    <\/label>\r\n                    <input type=\"text\" class=\"nab-form-area-input is-required\" id=\"nab-form-last-name\">\r\n                    <p class=\"nab-form-area-error\">\r\n                        Please enter your last name.                    <\/p>\r\n                <\/div>\r\n                \r\n                <div class=\"nab-form-area-item\">\r\n                    <label for=\"nab-form-company\" class=\"nab-form-area-label\">\r\n                        Company                    <\/label>\r\n                    <input type=\"text\" class=\"nab-form-area-input\" id=\"nab-form-company\">\r\n                <\/div>\r\n\r\n                <div class=\"nab-form-area-item is-50\">\r\n                    <label for=\"nab-form-email\" class=\"nab-form-area-label\">\r\n                        Email*                    <\/label>\r\n                    <input type=\"email\" class=\"nab-form-area-input is-required\" id=\"nab-form-email\">\r\n                    <p class=\"nab-form-area-error\">\r\n                        Please enter your email.                    <\/p>\r\n                <\/div>\r\n                \r\n                <div class=\"nab-form-area-item is-50\">\r\n                    <label for=\"nab-form-phone\" class=\"nab-form-area-label\">\r\n                        Phone*                    <\/label>\r\n                    <input type=\"tel\" class=\"nab-form-area-input is-required\" id=\"nab-form-phone\">\r\n                    <p class=\"nab-form-area-error\">\r\n                        Please enter your phone number.                    <\/p>\r\n                <\/div>\r\n\r\n                <div class=\"nab-form-area-item\">\r\n                    <label for=\"nab-form-message\" class=\"nab-form-area-label is-message\">\r\n                        Message                    <\/label>\r\n                    <textarea name=\"\" id=\"nab-form-message\" class=\"nab-form-area-input nab-form-area-textarea\"><\/textarea>\r\n                <\/div>\r\n\r\n                <div class=\"nab-form-area-item\">\r\n                    <button class=\"nab-form-area-submit nab-button is-primary is-full\">\r\n                        Send                    <\/button>\r\n                    <img decoding=\"async\" src=\"https:\/\/nabsolutions.com\/us\/wp-content\/themes\/nab-solutions-public\/assets\/static\/images\/oval.svg\" alt=\"\" class=\"nab-form-area-submit-icon\">\r\n                <\/div>\r\n\r\n                <p class=\"nab-form-area-integritypolicy is-small\">\r\n                    By contacting us, your personal data will be processed in accordance with NAB&#8217;s <a href=\"\/us\/about-nab-solutions\/privacy-policy\">privacy policy<\/a>.                <\/p>\r\n\r\n                            <\/form>\r\n        <\/div>\r\n    <\/div>\r\n<\/section>","protected":false},"excerpt":{"rendered":"<p>Taking the next step with Microsoft\u2019s business platform doesn\u2019t have to be a large or risky leap. By starting where the need is greatest and introducing the solution step by step, banks and insurance companies can create clear business value\u2014with full control, even in a regulated environment.<\/p>\n","protected":false},"author":8,"featured_media":5271,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[8,210],"tags":[],"post_folder":[106,109],"class_list":["post-3679","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-erp","category-finance-insurance"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to get started with Microsoft\u2019s business platform - NAB<\/title>\n<meta name=\"description\" content=\"How banks and insurance companies get started with Microsoft\u2019s business platform for financial services\u2014step by step, securely, and adapted\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/nabsolutions.com\/us\/erp\/how-to-get-started-with-microsofts-business-platform\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to get started with Microsoft\u2019s business platform - 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