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In this how-to video, the topic is the G/L Account Balance to Budget feature in Microsoft Dynamics 365 Business Central and how this functionality offers users the ability to view historical financial data when creating new budgets. Budgets play an important role with business intelligence, such as financial statements based on account schedules that include… Continue reading How to Use the G/L Account Balance to Budget Feature in Business Central

During the purchasing and receiving processes of new items in Dynamics 365 Business Central, you may want to set up default bin codes for those items. This video will walk you through how to automatically populate default bin codes in your purchasing and receiving lines in Business Central. You may have enabled bin location to… Continue reading How To Set Default Bin Codes in Microsoft Dynamics 365 Business Central

Alex Wiley, a Senior Presales Consultant at ArcherPoint, delivers a video presentation on Standard workflow versus a Power Automate setup in Microsoft Dynamics 365 Business Central. With so much information on setting up workflows in Business Central, this video provides a comparison between the Standard workflow setup in Business Central and setting up a workflow… Continue reading A Comparison of Standard Workflow in Business Central and Power Automate Workflow

Jessie Wang, a Dynamics 365 Consultant at ArcherPoint, provides a video demonstration on importing phone numbers from older versions of Dynamics NAV and Business Central, where a contact’s extension is included in the data field. In Dynamics 365 Business Central 2022 Wave 1, the phone number field is formatted to not accept letters, as it… Continue reading How To Import Phone Data from Older NAV and Business Central Versions

Alex Wiley, a PreSales Consultant at ArcherPoint, offers a six-minute video on Power BI Alerts and how this invaluable tool can be extended by Power Automate to create General/Ledger (G/L) alerts. Wiley discusses the requirements needed for alerts and how the alerts rely on the Power BI Service, which isn’t available with the BI Report… Continue reading How to Expand Power BI Alerts with Power Automate

Migrating historical data for GP customers to Microsoft Dynamics 365 Business Central can cause a good deal of concern due to complexity, costs, and preferred data formats. But companies rely on historical data and want access to older accounts, sales orders, inventory summaries, and invoices. One solution to help companies move forward and avoid a… Continue reading Popdock Technology Elevates Visibility of Historical Data in Dynamics GP to Business Central

Jessie Wang, a Dynamics 365 Consultant at ArcherPoint, provides a video demonstration on how to use a Power Automate App for machine event reporting on the shop floor, record events from multiple work centers, and exporting plant floor data to SharePoint Lists. The video details the benefits of Power Automate, and how it allows you… Continue reading Create a Power Automate App for Machine Event Reporting and Export to SharePoint List

In today’s fast paced world of business, companies are always looking for ways to optimize processes as they interact with customers, supply chain, warehouse systems, and more. Recently, our team had a request to merge pdf files within Microsoft Dynamics 365 Business Central SaaS, but our customer couldn’t use external Dynamic Link Library (DLL) files… Continue reading How to Merge PDF Files in Microsoft Dynamics 365 Business Central

Jessie Wang, a Dynamics 365 Consultant at ArcherPoint, demonstrates how to create and use the Warehouse Management System Android phone App for Insight Works within Microsoft Dynamics 365 Business Central. The video includes set up for both Warehouse Insight and Warehouse Advanced WMS inside Business Central. The 17-min. video starts by showing how to find… Continue reading How to Install Insight Works WMS App for Business Central on an Android Phone

This video demonstrates how to create a Microsoft Power App, connect it to Microsoft Dynamics 365 Business Central, retrieve data from Business Central, and publish the data from the Power App back to Business Central. Regardless of whether you are using Dynamics 365 Business Central on premises or BC SaaS, you can create a Power… Continue reading How to Create a Microsoft Power App and Connect to Business Central