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In this video, we delve into crucial year-end procedures essential for the operations team using Microsoft Dynamics 365 Business Central. For those currently employing Production in Work Centers, ensuring that your work centers are configured with accurate shop calendars and scheduled capacity is vital. Failure to calculate the capacity and availability for the upcoming year… Continue reading Prepare for Year-End: Dynamics 365 Business Central Operations Calendars

Business Central’s Customer Templates is an excellent productivity tool that can save you time. This feature is particularly useful in standardizing information in Invoicing and Payments when creating new Customer records. With Customer Templates, you can easily store standard information about different customer types, such as posting groups, payment terms, number series, and other relevant… Continue reading How to: Dynamics 365 Business Central: Set Up Customer Templates

Keeping your company’s data safe from prying eyes is vital. You must have a clear understanding of where data is located, who can access the data, the regulations that apply to the data’s security, and how the data can be recovered in the event of an attack. When discussing cybersecurity threats, however, it is important… Continue reading Take a Look at Yourself: Addressing Internal Threats and Occupational Fraud

This how-to video expands on our last one, Entering Job Tasks and Planning Lines in Business Central, showing you how to use Work Type codes with Jobs in Dynamics 365 BC. Work Type codes allow you to set prices for different types of work on different resources. This video shows you how to set up… Continue reading How to: Dynamics 365 Business Central: Use Work Type Codes with Jobs

How secure is your password? For years, the rule has been to use a complex password – the more complex the password, the more challenging it was for a hacker to access your account. Of course, that’s assuming they know your user ID, which, for many accounts, is your email. Password complexity is a function… Continue reading Password Security and Protection Has Never Been More Important

If you use Microsoft Dynamics 365 Business Central for project management, you should understand how to set up job tasks and planning lines. You can optionally use task types on the beginning and ending balances. Task types can be beneficial for reporting purposes. A planning line can be one of the following types: Find more… Continue reading How to: Dynamics 365 Business Central: Enter Job Tasks and Planning Lines

For all the benefits that the internet has provided to businesses, from cloud computing giving you anytime, anywhere access to your information to robust data analysis at the click of a button, there are also increased risks of cyberattacks that take advantage of security vulnerabilities in the networks, devices, and applications used by these organizations.… Continue reading Remaining Vigilant: External threat detection with OSINT

Just when you thought it was safe to go back in the water… Most people are familiar with the term “phishing,” which describes emails sent by malicious hackers to coax the email recipient (the victim) into clicking on a link that asks them to divulge personal information or login credentials. Sometimes, the victim’s computer is… Continue reading Phishing, Quishing, Vishing, and Smishing

Microsoft Dynamics 365 Business Central (D365 BC) has functionality to set reminder terms. This is flexible and useful functionality to assist with accounts receivables collections. In this video, you’ll see how to: Don’t miss out on this useful Microsoft Dynamics 365 Business Central accounting functionality. Learn how reminder terms can help with your a/r collections… Continue reading How to: Dynamics 365 Business Central – Create and Use Reminder Terms

When clients upgrade from Microsoft Dynamics NAV or migrate from another ERP to Dynamics 365 Business Central (BC), they often ask us how to access their historical transactional data from their old system. The answer is the all-to-familiar: it depends. Several factors play a part in accessing historical data, such as the ERP you are… Continue reading How Do I Access My Historical Transactional Data after I Upgrade to BC SaaS?