Purpose-Built Workspaces
Create clean role centers, forms, lists, and dashboards for specific jobs such as order capture, requisitions, inventory updates, time entry, or approvals.
Smart Business Central Access
Give every team member a focused, business-friendly experience connected to Microsoft Dynamics 365 Business Central—with the right screens, actions, and information for their role.
Role-Based ERP Experience
A Simpler Business Central Experience for Every Role
Smart Business Central Access gives operational users a purpose-built web experience for the work they perform most often without exposing unnecessary ERP complexity. Interfaces can be tailored for sales, warehouse, purchasing, service, project, employee, and approval scenarios while Business Central remains the central system of record.
- Simplified screens for specific user roles
- Secure access to relevant tasks and approvals
- Business Central remains the central system of record
Purpose-built access
The right Business Central experience for every user
Not every employee needs to navigate the full ERP to complete a focused task. Smart Business Central Access provides a streamlined, role-specific interface connected to Microsoft Dynamics 365 Business Central, helping users enter, review, approve, and track information through screens designed around the way they actually work.
Controlled access aligned with user roles and responsibilities
Simple screens focused on the exact process users need to complete
Connected transactions and status updates with Business Central
Consistent data capture with guided fields, validations, and approvals
Connected operating model
One focused experience. One trusted ERP record.
Users work in an intuitive front-end while approved information flows securely to Business Central for processing, reporting, and control.
Role-based userSales, warehouse, employee, approver, or field team
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Smart access workspaceFocused forms, dashboards, actions, and status tracking
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Dynamics 365 Business CentralCentralized finance, operations, master data, and reporting
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Core capabilities
Designed to simplify work without weakening control
The solution can be configured around your business processes, data model, approval rules, and security requirements.
Business Central Integration
Connect the front-end to Business Central through an integration approach designed for reliable data exchange, validations, and transaction processing.
Role-Based Security
Control what each user can view, create, edit, submit, or approve based on defined roles, responsibilities, and process boundaries.
Guided Transactions
Use mandatory fields, default values, lookups, business rules, and clear action steps to improve data quality and reduce avoidable entry errors.
Responsive, Any-Device Access
Provide a browser-based experience that can be optimized for desktop, tablet, or mobile use according to the workflow and working environment.
Approvals & Status Visibility
Show pending actions, document status, exceptions, and approval outcomes so users can understand what is required and what happens next.
Business benefits
A simpler user experience that delivers measurable operational value
Smart Business Central Access is designed to reduce friction around everyday ERP tasks while keeping Business Central at the centre of your finance and operations environment.
Faster User Adoption
Users work with screens and actions designed around their responsibilities, helping new employees become productive faster and reducing dependence on extensive ERP navigation training.
Lower Training & Support Effort
Focused workflows reduce confusion, repeated questions, and avoidable support tickets because users see only the fields, information, and actions required for their task.
Improved Data Quality
Mandatory fields, default values, validations, guided selections, and approval controls help prevent incomplete or inconsistent information from reaching Business Central.
Quicker Transaction Processing
Employees can complete common activities such as requisitions, orders, time entry, stock updates, and approvals with fewer steps and less unnecessary navigation.
Better Security & Process Control
Role-based access, workflow rules, status visibility, and audit-friendly transaction handling help ensure users perform only the activities assigned to them.
Scalable Access for Growing Teams
Add new roles, business units, locations, or high-volume operational users through reusable interfaces without giving every person the same full ERP experience.
License cost optimisation
Help avoid assigning full Business Central access where it is not required
Many organisations have a smaller group of finance and operations users who need full Business Central capabilities, while a much larger group only performs limited or occasional tasks. Smart Access helps separate these user journeys so the solution architecture and Microsoft licence model can be aligned more accurately to actual usage.
Segment users by real business activity
Identify process owners, operational users, approvers, occasional viewers, shared-device users, and external participants instead of applying one licence assumption to everyone.
Design only the access each role needs
Create focused screens for approved activities such as data capture, review, submission, status tracking, or approval—without exposing unnecessary ERP functionality.
Match the architecture to eligible Microsoft options
Depending on the scenario and current Microsoft terms, the assessment may consider full user, Team Members, Device, Microsoft 365 access in Teams, Power Platform, portal, or other appropriate licensing approaches.
Review the model as the business grows
Reassess users, roles, devices, integrations, and transaction volumes periodically so the organisation continues paying for access that reflects actual business needs.
Illustrative role-to-access model
Optimised by usageCore Business Central Users
Finance, supply chain, operations, administrators, and process owners who require broad ERP functionality.
Limited or Occasional Users
Employees, approvers, sales teams, project users, or managers who perform a defined set of activities.
Shared Device or Special Scenarios
Warehouse, shop-floor, point-of-sale, Teams-based viewing, portals, or other scenarios assessed against applicable use rights.
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Potential subscription savings through better alignment
The financial benefit comes from avoiding unnecessary full licences—not from bypassing Microsoft licensing requirements.
Important: A custom interface does not automatically remove or reduce Microsoft licence requirements. Every user, device, integration, and access method must be assessed against the current Microsoft Product Terms and licensing guidance. Final licence recommendations should be confirmed with your Microsoft partner or licensing specialist.
Delivery approach
From process discovery to a production-ready experience
Leaforge follows a structured implementation approach that keeps business requirements, usability, integration, security, and support aligned.
Discover
Identify target users, high-volume tasks, current pain points, approval requirements, and the Business Central data involved.
Design
Create the user journey, screen layout, field behavior, role permissions, validations, and integration mapping.
Build & Validate
Develop the experience, connect it with Business Central, test scenarios, and validate security and data handling.
Launch & Improve
Train users, deploy the solution, monitor adoption, and refine workflows as business needs evolve.
Where it fits
Practical scenarios across your operations
Smart access is most valuable where teams need a limited, repeatable, and easy-to-use process connected to Business Central.
Sales Order Capture
Enable sales teams to create or review customer orders, pricing, availability, and order status through a focused workspace.
Purchase Requisitions
Allow employees to raise requests, attach supporting information, and follow approval progress without navigating procurement setup.
Warehouse & Inventory
Support receiving, movement, counting, issue, or dispatch activities with simplified screens suited to operational teams.
Time & Expense Entry
Provide employees and project teams with a clear interface for timesheets, expenses, dimensions, projects, and submission status.
Manager Approvals
Present pending documents, key values, supporting details, exceptions, and approve/reject actions in one place.
Customer or Vendor Portals
Extend selected document, status, and collaboration capabilities to external stakeholders where the process supports it.
Security, governance, and licensing are part of the design
The appropriate access and licensing model depends on the activities each user performs, the solution architecture, and the applicable Microsoft terms. Leaforge reviews intended usage, security roles, integration methods, data exposure, device scenarios, and audit requirements before implementation. The objective is to optimise access and subscription cost through accurate role-to-licence alignment while maintaining controlled, supportable, and compliant operation—not to bypass licensing obligations.
Give your teams a simpler way to work with Business Central
Book a solution workshop to identify the best users, processes, screens, and integration approach for Smart Business Central Access.
WHY CHOOSE LEAFORGE 365
Why Choose Leaforge 365
Leaforge Technologies helps businesses successfully adopt and manage Microsoft Dynamics 365 Business Central with professional implementation, customization, support, upgrade, consulting, audit, and training services.
Our goal is to deliver ERP solutions that are practical, user-friendly, scalable, and aligned with your business needs—helping you build a reliable ERP foundation for long-term growth.
Proven ERP Expertise
Tailored BC Solutions
Ongoing BC Support
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Business Central–
Focused Expertise
We specialize exclusively in Microsoft Dynamics 365 Business Central. Our consultants have deep functional and technical expertise across finance, supply chain, sales, and operations, ensuring your system is implemented correctly from day one.
Proven Rapid Implementation
Methodology
Our structured rapid implementation framework is based on Microsoft best practices and real-world project experience. This allows us to deliver faster go-lives with minimal risk while maintaining system stability and performance.
Fixed Scope, Predictable
Pricing
We offer clearly defined implementation packages with fixed scope and transparent pricing. This eliminates unexpected costs, helps with budgeting, and gives you complete confidence in project delivery.
Faster Time to Value
By focusing on standard Business Central functionality and minimizing unnecessary customization, we help you go live quickly and start realizing business benefits sooner — improved visibility, better control, and streamlined operations.
User Training & Adoption
Focus
We don’t just implement software — we ensure your team can use it effectively. Our role-based training approach helps users adopt Business Central quickly and confidently, maximizing ROI.
Strong Post-Go-Live
Support
Our partnership doesn’t end at go-live. We provide post-implementation support, optimization, and enhancements to ensure your Business Central system continues to grow with your business.
Leaforge Technologies
Book a Consultation
Build the Right Business Central Solution
Our consultants can help you select, configure, and implement the capabilities your teams need now, with room to expand as your business grows.