Microsoft Dynamics 365 Business Central includes multiple layers of security designed to control who can access the system, what they can see, and what they can do. But security settings are not something companies should configure once and forget. Employees change roles, partners come and go, new applications are added, permissions accumulate. It’s a moving… Continue reading 5 Business Central Security Settings Every Company Should Review
Category: How To Business Central
Managing Permissions and Security Groups in Dynamics 365 Business Central – Part IV: Permission Recording, Auditing, and Troubleshooting
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
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
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
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
New 1099 Features in Microsoft Dynamics 365 Business Central
Microsoft has rolled out a revamped 1099 experience in Dynamics 365 Business Central — designed to streamline year‑end tax reporting and boost compliance automation. In this recently published webinar, we walk you through every practical step, from enabling the new system to electronic IRS filing and updating legacy data. Key topics covered in the webinar… Continue reading New 1099 Features in Microsoft Dynamics 365 Business Central
Simplify Bank Reconciliation with Copilot in Dynamics 365 Business Central
Bank reconciliation can often be a tedious and time-consuming task for many businesses. However, with the introduction of Microsoft Copilot in Dynamics 365 Business Central, this process has become significantly more efficient and accurate. In this blog, we’ll explore how Copilot can help streamline your bank reconciliation process, making it quicker and easier to manage.… Continue reading Simplify Bank Reconciliation with Copilot in Dynamics 365 Business Central
What is Feature Management in Business Central and How Is It Used?
Would you like to know more about new features before release dates? Feature Management lists new functionality and allows you to enable and test it before it is enabled in future Business Central releases. Feature Management not only shows upcoming new features but also features included in minor Business Central releases that will not be… Continue reading What is Feature Management in Business Central and How Is It Used?
How to Connect Microsoft’s Ready-to-Use Power BI Reports with Business Central
Beginning with Microsoft Dynamics 365 Business Central v25.2, Microsoft has made several built-in Power BI report apps available for Business Central. Download the new Power BI apps from AppSource The new Power BI reports can be downloaded from Microsoft AppSource and added to the Power BI Service. Search for “Business Central” in the name or… Continue reading How to Connect Microsoft’s Ready-to-Use Power BI Reports with Business Central