In this new how-to video from ArcherPoint, the topic is configuring the Data Exchange Definition for Electronic File Transfer (EFT) in Microsoft Dynamics 365 Business Central. Before you can send and receive electronic documents or import and export bank files, you must set up the data exchange framework to process the data files or streams.… Continue reading Configuring the Data Exchange Definition for EFT in Business Central
Category: How To Business Central
How to Batch Delete Notifications in Microsoft Dynamics 365 Business Central
In this video, we learn how to batch delete notifications in Microsoft Dynamics 365 Business Central. Notifications provide a programmatic way to send non-intrusive information to the User Interface (UI) in the web client of Dynamics 365 Business Central or Dynamics NAV. The purpose of notifications is to give users information about a current situation,… Continue reading How to Batch Delete Notifications in Microsoft Dynamics 365 Business Central
How to Use the G/L Account Balance to Budget Feature in Business Central
In this how-to video, the topic is the G/L Account Balance to Budget feature in Microsoft Dynamics 365 Business Central and how this functionality offers users the ability to view historical financial data when creating new budgets. Budgets play an important role with business intelligence, such as financial statements based on account schedules that include… Continue reading How to Use the G/L Account Balance to Budget Feature in Business Central
How To Set Default Bin Codes in Microsoft Dynamics 365 Business Central
During the purchasing and receiving processes of new items in Dynamics 365 Business Central, you may want to set up default bin codes for those items. This video will walk you through how to automatically populate default bin codes in your purchasing and receiving lines in Business Central. You may have enabled bin location to… Continue reading How To Set Default Bin Codes in Microsoft Dynamics 365 Business Central
A Comparison of Standard Workflow in Business Central and Power Automate Workflow
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
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