Microsoft Dynamics 365 Business Central has the tools you need to find and report on the data in your ERP system. Understanding how to search, sort, and filter is critical. Watch this video to see how to search and sort your data in list views and how to use the powerful filter options in both… Continue reading Microsoft Dynamics 365 Business Central Sort Search and Filter
Category: How To
Dynamics 365 Business Central: Copy Existing Items to Create New Items
MSD365 Business Central has many time-saving features, including the Copy Items feature. This video shows you how to quickly copy an inventory item and include or exclude as many attributes as you need – including dimensions, image, description, and much more. You can then quickly edit with changes you require, without having to setup a new… Continue reading Dynamics 365 Business Central: Copy Existing Items to Create New Items
How To Use LS Retail POS Store Receipt Options to Build Customer Loyalty
Do you want to continue to communicate with your customers after they have made a purchase at your store? Do you want to provide customers with offers or coupons to ensure they return to your store in the future? Or do you simply want to promote your store in a positive way? This can all… Continue reading How To Use LS Retail POS Store Receipt Options to Build Customer Loyalty
How to Set Up Web Services in Microsoft Dynamics Business Central
What is a web service? It is a protocol for sharing data across applications and systems. This is critical if you want to have a holistic view of your organization that includes data that exists outside of your ERP system. There are many areas within Microsoft Dynamics 365 Business Central that require web services…and setting… Continue reading How to Set Up Web Services in Microsoft Dynamics Business Central
Using the Batch Posting Feature in Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central has many helpful features for ERP users, and one of them is Batch Posting. Batch postings are a real time saver, and they’re easy to set up on both the Purchasing and Payables as well as Sales and Receivables sides of your business. Watch this brief video to see how… Continue reading Using the Batch Posting Feature in Microsoft Dynamics 365 Business Central
How to record permission sets in Microsoft Dynamics Business Central
In Microsoft Dynamics Business Central, Permission Sets are assigned to users based on the job tasks they perform. The Permission Sets as provided in your database might not always fit your company’s requirements. Creating new permission sets by hand can still be done, adding tables as needed, but recording a user’s activity in Business… Continue reading How to record permission sets in Microsoft Dynamics Business Central
Payment Reconciliation Using Automatic Application in Microsoft Dynamics Business Central
The Payment Reconciliation Journal feature in Microsoft Dynamics 365 Business Central is a huge time saver for finance professionals. It enables you to automatically (or manually) import banking data files and auto-match to transactions within Business Central. The Payment Reconciliation Journal feature also provides a match confidence to make the process even smoother. Learn how… Continue reading Payment Reconciliation Using Automatic Application in Microsoft Dynamics Business Central
How To Run Work in Progress in Dynamics NAV or Business Central
Work in Progress (WIP) is used to match cost with revenue. This blog discusses different methods of costing WIP and provides instructions for running the WIP process in Microsoft Dynamics Business Central or Dynamics NAV. Methods for Costing WIP in Business Central or Dynamics NAV Microsoft Dynamics 365 Business Central and Dynamics NAV provide 5… Continue reading How To Run Work in Progress in Dynamics NAV or Business Central
Microsoft Dynamics Business Central Improve Sales and Inventory Forecasting
Microsoft Dynamics 365 Business Central offers users the ability to add Extensions (add-ons), allowing you to tailor Business Central to meet your specific needs. This brief video demonstrates AI (artificial intelligence) that is available for Business Central to help you better forecast sales and inventory, making out-of-stock situations a thing of the past. Find out… Continue reading Microsoft Dynamics Business Central Improve Sales and Inventory Forecasting
Copy Sales and Purchase Invoice Line Descriptions to GL Entries in Microsoft Business Central 15
Microsoft Dynamics Business Central, v15 has included a feature that many Microsoft Dynamics NAV customers have asked for over the years – the ability to copy the Description from the Purchase or Sales Invoice Lines to the Description field on the G/L Entry. In the past, Dynamics NAV would use a generic description, like “Invoice… Continue reading Copy Sales and Purchase Invoice Line Descriptions to GL Entries in Microsoft Business Central 15