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
Category: How To Business Central
How To Import Phone Data from Older NAV and Business Central Versions
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
Create a Power Automate App for Machine Event Reporting and Export to SharePoint List
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
How to Merge PDF Files in Microsoft Dynamics 365 Business Central
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
How to Install Insight Works WMS App for Business Central on an Android Phone
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
How to Create a Microsoft Power App and Connect to Business Central
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
How to Set Up ACH Payments in Business Central
As many of you know, Microsoft Dynamics 365 Business Central receives major updates twice a year and the recent BC 2022 Wave 1 added many new features for Accounting and Finance, including Block Deletion of GL Accounts and Auto-accepts Transactions for Intercompany Journals. Besides these new features, a hot topic in the BC support community… Continue reading How to Set Up ACH Payments in Business Central
How To Troubleshoot a System File Error for Exchange Rate Services in Microsoft Dynamics 365 Business Central
Updating exchange rates in your ERP system is part of a normal routine for finance and accounting professionals. This video offers reasons for the appearance of a system file error related to exchange rate service data in Microsoft’s Dynamics 365 on-premise Business Central and how to solve it. The video reveals three possibilities for the… Continue reading How To Troubleshoot a System File Error for Exchange Rate Services in Microsoft Dynamics 365 Business Central
How To Create Items with Different No. Series Using the Item Template in Microsoft Dynamics 365 Business Central
If you are using Microsoft Dynamics Business Central Version 18 or older, you cannot see item, customer, or vendor templates, making the job of creating a new record more manual. In later versions, after Version 18 however, you can simply search for “Item Template”, “Customer Template”, or “Vendor Template” to find any of those templates.… Continue reading How To Create Items with Different No. Series Using the Item Template in Microsoft Dynamics 365 Business Central
How To Use the Configuration Package to Update Standard Cost in Microsoft Dynamics 365 Business Central and Dynamics NAV
In Microsoft Dynamics 365 Business Central or Dynamics NAV, typical processes for updating the standard cost for a purchased item are as follows: For a new purchased item, the standard cost can be updated on the Item Card. For a purchased item that already has ledger entries, the revaluation journal is used to populate the… Continue reading How To Use the Configuration Package to Update Standard Cost in Microsoft Dynamics 365 Business Central and Dynamics NAV