Your Guide to the Knowledge Base
Learn where to find answers across How-tos, project planning and training, technical integrations, product releases and Microsoft videos. Plus how to search and use 'Ask AI' safely.
Why this matters. You get faster answers when know where to look and search the right area first. You also avoid mistakes when you validate AI output.
Summary
Use Documentation for day-to-day Bevica how-tos.
Use Bevica Select for in project assistance, training agendas and data migration templates.
Use API Reference for technical integration work.
Use Roadmap & Releases to plan upgrades, release notes and testing. See Microsoft training agendas and videos.
Where to start (by topic)
Documentation
Use this when you need to do something in Dynamics 365 Business Central with Bevica.
Typical reasons:
Configure setup (number series, posting groups, dimensions, approvals).
Run daily processes (policies, claims, billing, renewals, postings).
Fix a user problem (permissions, missing actions, validation errors).
Understand a report or reconcile totals (entries, ledgers, registers).
Follow a checklist (month end, year end, upgrade testing).
Example questions:
“How do I manage a sales order?”
“Why can’t I see Actions > Post on this page?”
“Which entries update when I post?”
Bevica Select
Use this when you are implementing or changing how you work.
Typical reasons:
Define scope, roles, and responsibilities for the project.
Plan training (agendas, exercises, role-based enablement).
Prepare data migration (templates, mapping, cutover steps).
Align on process design before you configure in Business Central.
Example questions:
“What data do we need for go-live?”
“Which roles need training, and when?”
“What’s the recommended order for migration and validation?”
API Reference
Use this when you are integrating Bevica or Business Central with another system.
Typical reasons:
Look up endpoints, payloads, and auth requirements.
Validate field names, types, and required values.
Troubleshoot integration errors with concrete request/response details.
Example questions:
“Which endpoint creates a policy?”
“What does this error code mean?”
“Which fields are required for this POST?”
Roadmap & Releases
Use this when you plan a Wave update or need to understand what's changed.
Typical reasons:
Review release notes and great new features.
Understand impact on your processes, reports, and integrations.
Assign owners for testing, training, and comms.
Track deprecations and deadlines.
Example questions:
“What's changed in the latest release?”
“Do we need to retest posting or integrations?”
“Is any feature being removed soon?”
How to get answers (Search + Ask AI)
Use the header bar for fast answers.
Use Search when you know the keyword or feature name.
Use Ask when you want a short explanation or a starting point from the AI Agent.
Use Customer Portal when you need to log a case or check case updates. A login is required.
Ask: how to get a good answer
Give the AI enough context to match your query and scenario.
Include:
Your goal. Say what you’re trying to achieve.
The Business Central page name, include the business area and key words..
The exact action you chose.
What you expected versus what happened.
Avoid:
Customer data, credentials, or personal information.
“It doesn’t work” with no steps or error text.
Examples you can copy:
AI answers can be incomplete or wrong.
Open the linked pages and validate key steps and UI labels.
AI can’t see your Business Central tenant, permissions, or data.
Don’t paste customer data, credentials, or personal information into Ask AI.
For integrators (optional)
This Knowledge Base can be used as a Model Context Protocol (MCP) server.
An MCP server lets AI tools query the Bevica Knowledge Base as a trusted source. You connect an MCP‑compatible assistant to this server, and it can search and retrieve relevant pages to answer questions.
Only connect customer-safe content and sources.
Last updated
Was this helpful?