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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

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

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

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?

Business events provide partners and customers a mechanism for notifying and triggering their external systems from the Business Central application so their systems can react and perform actions in response. For example, they can use Power Automate to subscribe to events on Business Central and notify other Dynamics 365 and partner (non-Microsoft) applications. Several business… Continue reading How to Use D365 Business Central Business Events to Notify and Trigger External Systems

Intercompany functionality in Dynamics 365 Business Central reduces duplicate entries, data entry errors, and inconsistencies. It can also speed up consolidation by suggesting elimination entries based on transactions between two intercompany partner subsidiaries. This blog discusses automated intercompany transactions in Business Central and shows how to use them. When Intercompany functionality is set up in… Continue reading Using Automated Intercompany Transactions in Microsoft Dynamics 365 Business Central

Templates have become standard in Business Central, allowing users to more quickly and efficiently create records in this powerful ERP system. Some of the templates included in Business Central are: Watch this video to learn how to access, modify, and use Dynamics 365 Business Central templates. Keep up with what’s new in Business Central with… Continue reading How to Use Templates in Dynamics 365 Business Central

Deferrals are a way to track income and expenses over time instead of in one accounting period. With Dynamics 365 Business Central, you can create templates to automate the deferral process and ensure transactions are recorded accurately and in the right periods. This video will show you how to utilize deferred revenue and expenses in… Continue reading How to Defer Revenue and Expenses in Dynamics 365 Business Central