In our previous blogs in this series, we discussed managing user permissions with permission sets, security groups, and effective permissions. We also looked at viewing permissions by user and by security group. You can catch up on these blogs here: The takeaway from these blogs is that, whenever possible, it’s better to control user access… Continue reading Managing Permissions and Security Groups in Dynamics 365 Business Central – Part IV: Permission Recording, Auditing, and Troubleshooting
Category: How To
How Microsoft Dynamics 365 Business Central Analysis Mode Gives You Instant Answers
The everyday reporting problem nobody talks about It is 4:15 PM, and someone from leadership just asked a simple question: “How much do our customers owe us, and how much is due next month?” You know the drill: open Customer Ledger Entries, export to Excel, trim the columns you do not need, build a PivotTable,… Continue reading How Microsoft Dynamics 365 Business Central Analysis Mode Gives You Instant Answers
How to Create Status Templates and Steps in Boltrics 3PL for Business Central
For 3PL providers, warehouse operations often depend on more than just moving inventory. Teams also need consistent processes for documenting exceptions, completing required tasks, and triggering operational workflows. Boltrics 3PL Software System for Microsoft Dynamics 365 Business Central includes Status Templates and Status Steps that help standardize warehouse processes while supporting automation and accountability. In… Continue reading How to Create Status Templates and Steps in Boltrics 3PL for Business Central
Master Financial Reports in Business Central (without using Excel!)
The month-end reporting problem nobody talks about It’s 6:47 PM on the last Friday of the month. Your controller just emailed you — again — with a revised P&L. This is version seven. The file is named PL_Final_FINAL_v3_JulieFixes_REAL.xlsx. Sound familiar? Here’s the uncomfortable truth: Most finance teams running Business Central are still exporting raw trial… Continue reading Master Financial Reports in Business Central (without using Excel!)
How to Correct Dimension Values in Business Central G/L Entries
Have you ever posted entries to the G/L with the wrong Dimension value? Did you know you can run the Dimension Correction functionality to update/change your dimensions on posted G/L entries? In Business Central, Dimension Correction allows users to update Dimension values on posted G/L entries without changing the original transaction. This ensures accurate reporting… Continue reading How to Correct Dimension Values in Business Central G/L Entries
How to Manually Receive Goods in Boltrics WMS for Business Central
In warehouses using Boltrics WMS, scanner-based receiving is often the fastest way to process inbound shipments. But there are situations where manual receiving is necessary — whether for exception handling, system configuration, low-volume environments, or administrative review. Understanding how manual receiving works in Boltrics WMS for Microsoft Dynamics 365 Business Central gives warehouse teams greater… Continue reading How to Manually Receive Goods in Boltrics WMS for Business Central
MCP Servers: Your Window to the World of AI
In the mid-1990s, the internet was a vast network of interconnected computers, but for most people it remained an impenetrable maze of protocols, IP addresses, and command-line interfaces. Then came the web browser and websites—a simple, standardized way to present information that anyone could access. Suddenly, the internet wasn’t just for technologists anymore. Websites became… Continue reading MCP Servers: Your Window to the World of AI
How the Boltrics WMS Inbound Process Works: Scanner Receiving and Directed Putaways
For 3PL warehouses and distribution operations, inbound efficiency sets the tone for everything that follows. If receiving is inaccurate or delayed, inventory visibility suffers, putaways stall, and downstream fulfillment is impacted. Boltrics WMS for Microsoft Dynamics 365 Business Central streamlines the entire inbound process using scanner-based workflows, structured status controls, and system-generated warehouse activities. In… Continue reading How the Boltrics WMS Inbound Process Works: Scanner Receiving and Directed Putaways
How to Receive Goods Through the Scanner in Boltrics 3PL Software
Warehouse receiving sets the tone for everything that follows—inventory accuracy, billing, putaway efficiency, and customer satisfaction. When done correctly, it creates a clean, traceable inbound process. When done manually or inconsistently, it creates downstream issues that are hard to untangle. In this walkthrough, Daniel Feltham-Lauzon demonstrates how to receive goods using a scanner in Boltrics… Continue reading How to Receive Goods Through the Scanner in Boltrics 3PL Software
Mastering Put-Away and Pick Operations Using Multiple Units of Measure in Business Central
Managing inventory efficiently in a modern warehouse often means working with multiple units of measure — buying in cases, storing in pallets, and picking in individual pieces or boxes. If your ERP can’t handle those conversions cleanly, it quickly leads to errors, inefficiencies, and issues with inventory accuracy. Microsoft Dynamics 365 Business Central includes powerful,… Continue reading Mastering Put-Away and Pick Operations Using Multiple Units of Measure in Business Central