SMB Technology Guides & Resources

Knowledge
Hub

Supporting SMBs with practical advice on Microsoft technology, business systems, cybersecurity, AI and IT strategy.

Explore expert guides, articles and customer success stories designed to help your business make smarter technology decisions.

Where to start

SMB technology guides, without the jargon.

We are not a generic IT company. Truly SMB was built from the ground up for small and mid-sized businesses, and every guide, article and resource on this page is written the same way: for your size, your constraints and your budget, not for an enterprise with an IT department and a consulting retainer.

That is why this Knowledge Hub exists. Our SMB technology guides, articles and customer success stories come from the team that does the work, across 300+ SMB customers in three countries. No abstract frameworks, no vendor marketing, just what works at your size, what it costs and how long it takes.

Everything we do sits on two core services. Microsoft Business Central gives you one platform for finance, operations and reporting, so your team stops rekeying the same data between disconnected systems and you stop waiting until month end to know where you stand. Secure Managed IT Support keeps everything underneath it monitored, protected and properly supported, by real people on the phone rather than a ticket queue.

Because we work only with SMBs, we cover everything else a growing business needs on the way: security services, Microsoft 365 and Copilot, AI and process automation, Teams Voice, Azure, Power Platform, CRM and ongoing IT strategy through TrulyFIT. Most SMB technology problems are not caused by a bad product. They are caused by several suppliers each optimising their own corner while nobody owns how the pieces fit together.

Have a read, take what is useful, and if you have a question about anything here, get in touch. We are happy to talk it through whether or not you are looking to buy something.

Two core services
Microsoft Dynamics 365 Business Central logo

Microsoft Business Central

One platform for finance, operations and reporting, with Microsoft Copilot built in. Fixed-price implementation, live in weeks.

Secure Managed IT Support

Proactive monitoring, cyber security and fast, human support on simple per-user pricing. No ticket queues.CRN Channel Awards 2025 winner, Managed Services Provider of the Year, sub 10mCRN Channel Awards 2025 winner
Managed Services Provider of the Year
Featured this month

Start here.

Three guides that answer the questions SMB leaders ask first about Business Central: what it costs, who should deliver it and how the project actually runs.

Start with the cost
Then choose a partner
Then plan the rollout
Then see it in practice
Road surfacing work on a Multipave NW construction project using ERP software for construction
Success StoriesBusiness Central
18 Sept 2026 · 7 min read

The Customer Who Found Their Own Software

A Preston road contractor replaced Sage Construct, then solved a brand new problem by reaching into the Business Central ecosystem rather than commissioning custom development. Nearly a year on, they are still adding capability.

Success StoryRead article
All articles

The full feed.

15 results
Road surfacing work on a Multipave NW construction project using ERP software for construction
Success StoriesBusiness Central
18 Sept 2026 · 7 min read

The Customer Who Found Their Own Software

A Preston road contractor replaced Sage Construct, then solved a brand new problem by reaching into the Business Central ecosystem rather than commissioning custom development.

Success StoryRead article
Virtual CTO Services: Do You Need One?
IT Strategy
Tim RookesTim Rookes25 Jul 2026 · 6 min read

Virtual CTO Services: Do You Need One?

Most SMBs need technology leadership long before they can justify a full-time CTO. A look at what a virtual CTO actually does, when it pays for itself, and how TrulyFIT keeps the roadmap honest.

Free resources

Guides, tools and downloads.

Comparison guides, decision tools and briefing videos to help you choose and get more from your systems. Business Central first, with managed IT, cyber security and AI resources following.

Sage and Xero vs Business Central✓ Free
Comparison Guide

Sage & Xero vs Business Central

GuideFeature comparison

A three-way comparison of Xero, Sage and Dynamics 365 Business Central for growing SMBs choosing their next ERP.

Exchequer vs Business Central🔒 Free with email
Comparison Guide

Exchequer vs Business Central

PDFFeature comparison

Outgrown Exchequer, or worried about its future? See how Business Central compares and what a move means for your finance team.

QuickBooks vs Business Central✓ Free
Comparison Guide

QuickBooks vs Business Central

GuideFeature comparison

A practical guide to when QuickBooks still serves you well, and the point at which you have outgrown it.

5 Signs You Should Switch to Business Central✓ Free
Getting Started

5 Signs You Should Switch to Business Central

GuideQuick read

Manual errors, disconnected systems, reporting headaches. How to recognise when your current system is holding you back.

How to land Business Central in 90 days✓ Free
Implementation

How to Land BC in 90 Days, Not Nine Months

Guide8 min read

The fastest, cleanest way to get value out of Business Central, and the traps that turn ERP projects into year-long sagas.

MVP vs Full ERP, what is right for you?🔒 Free with email
Getting Started

MVP vs Full ERP, What’s Right for You?

GuideDecision tool

Not every business needs everything on day one. Understand the difference between a minimal first phase and a full rollout.

All the Data, But No Insights? Reporting in Business Central🔒 Free with email
How BC Works

All the Data, But No Insights? Reporting in Business Central

Guide4 reporting layers

From standard reports on day one to Power BI and Jet Reports: the four layers of BC reporting and when to use each.

Get the numbers your board actually asks for✓ Free
Reporting

Get the Numbers Your Board Actually Asks For

Guide6 min read

From built-in financials to Power BI dashboards, what is available out of the box, what to extend, and where Copilot fits in.

Business Central frequently asked questions✓ Free
FAQs

Business Central, Your Questions Answered

FAQsQuick read

Cost, timelines, data migration, training, support, the answers we give buyers before they sign.

An Overview of Business Central, Finance and Operations🔒 Free with email
Video

An Overview of Business Central, Finance & Operations

VideoOverview

A clear, practical walkthrough of how Business Central handles your day-to-day finance and operations.

BC Immersion Briefing, Microsoft Copilot and AI🔒 Free with email
Video

BC Immersion Briefing, Microsoft Copilot & AI

VideoDeep dive

See how Copilot inside Business Central automates reconciliations, answers plain-language queries and creates sales orders.

Some resources are free to read, others unlock with your email.

What customers say

Proof, not promises.

Reviews from the finance, operations and leadership teams we support day to day.

★★★★★
“I am honored to give a few words about my experience with Business Central and Truly Support. Business Central: Click & Done! Next Task Please! Truly SMB: Night or Day Truly help us figure out the way!”
AAngelaFinance Team, Workover Solutions
★★★★★
“We implemented Business Central for our vendors, customers, and GL accounts, and the Truly SMB team was knowledgeable, considerate, professional, and amazing to work with.”
SSherryFinance Team, Supera Asset Management
★★★★★
“The BC Support Team has always been exceptional with their timely responses, taking the time to understand our specific issues, and providing detailed instructions on how to correct those issues. Their support has assisted in making our processes more efficient, saving us time, and preventing delays.”
AMAdriana MajeskiSenior Accountant, Psychemedics
★★★★★
“I'm not normally a fan of putting all of our eggs in one basket, but trusting Truly SMB with consolidating our IT support needs, including ISP, IT support and Business Central, has worked brilliantly and has definitely been the right decision for us.”
RDRichard DyerManaging Director, Ketley Brick
★★★★★
“We have worked with Truly SMB from the very early days and can't rate their service highly enough. The whole team is polite, engaging and supportive when you contact them. A true partner to our business and would highly recommend their services for any size of company.”
TATom AdamsGoogle review
★★★★★
“I used Truly SMB for a start up technology business to manage our hardware and software. Truly were great partner. Really flexible as we grew from a few Engineers to a multisite business. Their response to our changing needs was excellent. Thoroughly recommended and I will use again!”
ATAndrew ThompsonGoogle review
Read our reviews on Google
Why trust Truly SMB

Accredited, awarded and SMB only.

Everything in the Knowledge Hub comes from live SMB projects, implementations, migrations, security programmes and AI rollouts we deliver ourselves.

🏆CRN MSP of the Year2025
⚡Oxygen Fast-Growth 50AI Microsoft Partner 2026
🥇Technology Leader of the YearTim Rookes, EM Awards
🧵Microsoft Solutions Partner4 Designations
🏭East Midlands ChamberStrategic Partner
🛡Cyber Essentials PlusCertified
300+SMB Customers
60Team Members
4MS Designations
3Countries
Frequently asked

SMB technology, answered.

Short answers to the questions we are asked most about Business Central, managed IT, cyber security, Copilot and IT strategy.

What is Microsoft Dynamics 365 Business Central?

Business Central is Microsoft's cloud ERP for small and mid-sized businesses. It brings finance, sales, purchasing, inventory, projects and reporting into one system that connects natively to Microsoft 365, Power BI and Copilot. Our Business Central page walks through the modules, the reporting and how SMBs typically phase a rollout.

What is Business Central
Should we move off Sage, Xero or QuickBooks?

Usually when your finance system can no longer see stock, projects or customers in one place, and month-end depends on spreadsheets. Our switching page covers the signs you have outgrown entry-level accounting software, what migration involves and how we protect your history.

Why switch to Business Central
How much does Business Central cost to run?

You pay Microsoft for licences and a partner for implementation and ongoing support. We publish support tiers with unlimited support, discounted day rates, bundled consultancy days and regular best-practice reviews, so the monthly cost is predictable rather than hourly.

See Business Central pricing
Can we implement Business Central ourselves?

Yes. Our self-serve route gives smaller finance teams a guided, lower-cost implementation with our consultants on hand at the key stages. If your processes are more complex, our packaged implementation approach follows a fixed scope with defined phases and a go-live plan.

Go live on your terms
What is included in managed IT support?

Helpdesk, device and patch management, monitoring, backup, identity and access management, plus proactive service reviews, for a fixed monthly fee per user. Our IT support page sets out response times, what sits in scope and how we onboard a business from an incumbent provider.

Your IT support
What security should an SMB have in place as a minimum?

MFA everywhere, patched devices, endpoint protection, email filtering, tested backups and user awareness training. Cyber Essentials Plus is a sensible baseline and a strong signal to customers and insurers. We are Cyber Essentials Plus certified ourselves.

Security services
Is Microsoft Copilot worth it for a smaller business?

Copilot pays back quickly where your data is clean, structured and permissioned correctly, and disappoints where it is not. Start with an AI readiness review before licensing at scale, then roll out to the teams with the clearest repetitive workload. Our guide on preparing your data for AI covers the groundwork.

Microsoft Copilot
Where do AI agents and automation fit for an SMB?

Agents and Power Automate flows work best on documented, repeatable processes with an owner, clear data boundaries and an approval route. Without that governance you create a new generation of shadow IT, which is exactly what our AI agents article addresses.

AI & automation
What is a TrulyFIT assessment?

TrulyFIT scores your business across six pillars, including business systems, security, communications, data and AI, then benchmarks you and gives a prioritised roadmap with costs and sequencing. The score takes about 10 minutes online, and most businesses score below 5 out of 10 first time.

What is TrulyFIT
Which countries do you operate in?

Three: the United Kingdom, the United States and Canada. We are headquartered near Derby with a North American base in Liberty Hill, Texas, supporting 300+ SMB customers across all three markets.

Talk to an expert
Do you support SMBs outside the Midlands?

Yes. We are a UK-based Microsoft Solutions Partner with 4 designations, working with SMBs nationally as well as across the Midlands. Our teams work remotely and on site, with named contacts rather than a ticket queue.

Talk with our experts

Turn the reading into a plan.

A TrulyFIT assessment reviews your systems, security and IT spend, then gives you a costed, prioritised roadmap, yours to keep.