3 people sitting on a bench look at a poster made up multiple pictures of new users

Microsoft Dynamics 365 Business Central | Creating a New User

3 people sitting on a bench look at a poster made up multiple pictures of new users

Article by: Eduardo Haro – Business Analyst

To add a new user in Microsoft Dynamics 365 Business Central, your company’s Office 365 administrator must first create the new user in the admin center. The instructions below will highlight how to complete this task.

Navigate to your company’s Microsoft 365 Admin Center.

  • Note: Only Global Administrators will be able to create new users here.

Click the Users icon and select Active Users.

Then, click the Add a User icon.

This will prompt the new user creation window. Please fill in the information and appropriate licenses accordingly. Once all the information and appropriate licenses have been assigned, click Add to add the user.

Next, navigate and login to your Dynamics 365 Business Central Environment.

Click the lightbulb icon to open up the search.

Type Users within the search and click the Users link outlined below.

Within the Users window, click the Process tab. Then, select the Get Users from Office 365 icon. That should bring across any new users. This will bring across any user with a Dynamics 365 Business Central license who is not already in the system.

  • Note: There is a grayed out “+ New” icon. That icon does not have the capability to create new users within Business Central because the user must first be assigned a license. Users must first be created within the admin center, assigned the Dynamics 365 Business Central license if they don’t already have it, and then added to Business Central by executing the Get Users from Office 365 function.


Women working at her computer on Microsoft Dynamics 365 Business Central doing Year End Process

Microsoft Dynamics 365 Business Central | Year End Process

Women working at her computer on Microsoft Dynamics 365 Business Central doing Year End Process

Article by: Lupe Haro – Microsoft Dynamics ERP Consultant

To make the year-end process smoother, we have provided the following information on how you can run the year-end close process within Dynamics 365 Business Central.

Accounting Periods

To be able to run the year-end close process you must first close the year within the accounting periods window.

Closing Accounting Period

Choose the light bulb icon, enter Accounting Periods and choose the highlighted link.

In the Accounting Periods window select Process > Close Year

Click Yes on the warning

(NOTE: Although the year has been closed, this does not restrict users from posting to a prior year. Users will still be able to post to a past year if they are allowed to within the General Ledger Setup or User setup Posting to and from fields.)

The accounting periods for the marked year will now show as “CLOSED”

Creating a new Accounting Period Year

This step is optional if the new accounting year has not been setup. If it has already been set up, please skip this section.

In the Accounting Periods window select Process,> Create Year

In the Edit – Create fiscal year window, enter the new year’s starting date, number of periods, and period length.

Click Ok to create the year

Chart of Accounts

Before continuing the year-end process, it is important that you check the “Income/Balance” field in all your accounts to confirm they are set up correctly. The close income statement process will determine which accounts will roll up to retained earnings (Income Statement accounts) and which accounts’ balances will roll over to the new year (Balance Sheet accounts).

Close Income Statement

Choose the light bulb icon, enter Close Income Statement and choose the highlighted link.

In the Edit – Close Income Statement window, populate the fields as follows

  • Fiscal Year Ending Date: Will populate with the last date of the closing year.
  • Gen Journal Template: GENERAL
  • Gen Journal batch: You can select an existing batch or create a new batch.
  • Document No.: Will populate automatically with the next document no.
  • Retained Earnings Acc.: Enter your retained earnings account
  • Posting Description: Default message is “Close Income Statement” but can be changed if needed.

In the Close By section:

  • Business unit code – Mark this option if you are running the close in a consolidation company and want to close by the business unit (company).
  • Dimensions – If dimensions are used, click on the “….” to select the dimension codes that you would like to close by. This will create close entries for each Income Statement GL account by dimension.

  • Inventory Period Closed – mark this option if you want the inventory periods within the fiscal year ending date to be closed when running this process.

Click Ok. Business Central will then start the creation of the closing journal entries in the batch listed in the Edit – Close Income Statement window.

Post Closing General Journal Batch

Under the Finance menu select General Journals or choose the icon and enter General Journals.

Select the batch that you entered in the Edit – Close Income Statement window.

Closing entries will be marked with a “C” in front of the date. You can then review the transactions and confirm all is correct.

When ready to post click on Process > Post.

 


Man fixing a Positive Pay Export Error within Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central | Positive Pay Export Error

Man fixing a Positive Pay Export Error within Microsoft Dynamics 365 Business Central

Article by: Carlos Lozano – Microsoft Dynamics 365 Business Central Consultant

Positive Pay Exports are used by banks to match checks issued by companies. The bank confirms that the check(s) are listed on the Positive Pay file before confirming the transaction.

Positive Pay definitions are done using Data Exchange Definitions and are linked to a bank using a Bank Import/Export Setup file. Most banks will give you specifications on how to create the file layout to make sure that the records are imported correctly into their banking software.

Generally, voided and financially voided checks are exported into the Positive Pay file, but occasionally a few entries with Check Amount = 0 make it to the list. The following error might be seen while running the Positive Pay Export from the Bank Card:

“Amount must have a value in Positive Pay Detail: Data Exch Entry No.=XX, Entry No.=YY. It cannot be zero or empty.”

The issue seems to occur when a single check is issued for multiple payments and the lines to print on the stubs are not enough. The subsequent printed pages will show as VOID with an amount of 0. The Positive Pay Export fails because a check cannot have a zero amount.

To fix the error

  1. Open Data Exchange Definitions
  2. Locate the Data Exchange Definition record
  3. Under the “Line Definitions” grid
    • Select the Detail Line Type
    • Click on Manage > Field Mapping
    • Check the Optional box for the Column No. that contains the check amount.

Microsoft Dynamics 365 Business Central Positive Pay Screen Shot

  1. Return to the Bank Card and retry the export.

After completing these steps, the error will be fixed.


The Great Wall of China. | Great Plains

What’s so Great about Great Plains aka Microsoft Dynamics GP

The Great Wall of China. | Great Plains

Maybe Microsoft Dynamics GP, which many of you remember as Great Plains, is not quite as spectacular as the Great Wall of China. But Dynamics GP is still pretty darn great. Here’s why.

Microsoft Dynamics GP is a complete mid-market Enterprise Resource Planning (ERP) solution that can be hosted in the cloud or on your own on-premises server. Trusted by more than 50,000 companies, Dynamics GP is secure and scalable, combining years of innovation and the agility needed to compete in today's market.

With Microsoft Dynamics GP, you can manage your business, from financials to inventory and operations, on any device, from anywhere, at any time. Dynamics GP provides the business intelligence you need for real-time reporting and smart decision making. It also includes applications for payroll and human resources, as well as sales and service.

And still, there’s more great stuff.

Introducing GP Plus by Bond Consulting Services!

We have developed six auxiliary apps and services to extend the functionality and enhance the user experience of Microsoft Dynamics GP.

  1. Dynamics GP + Manufacturing - Extend Dynamics GP with Microsoft's Manufacturing module or Horizon International's manufacturing and quality control add-ons to meet your process or discrete manufacturing needs. Learn more
  2. Dynamics GP + Your Application - With tools like SmartConnect by eOne Solutions, Integration Manager, Server Based Architecture, Scribe, and many others, you can integrate Dynamics GP with the apps you’ve chosen for capabilities such as eCommerce and POS. Learn more
  3. Dynamics GP + Avalara - Sales tax is hard. AvaTax makes it easy for you. Avalara, the creator of AvaTax, offers the most complete end-to-end sales tax compliance solutions available for Microsoft Dynamics GP. Learn more
  4. Dynamics GP + SalesPad - Enhance your sales and customer service team's experience and features by adding SalesPad to your existing implementation of Dynamics GP. Learn more
  5. Dynamics GP + Awingu - Awingu makes it easy for you to access Dynamics GP on any device and any browser through its simple web-based interface. Watch the video
  6. Dynamics GP + Azure – You can leverage Microsoft's leading cloud service to host Dynamics GP, backup GP, or to enable a hybrid environment. Contact us to learn more

Are you ready to achieve greatness?

If you’re ready, so are we. Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.

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You Should Choose Microsoft Dynamics GP Because


Women with high heels and shopping bags - Three girls sitting on stairs and chatting after buying presents at various retailers

Retailers Are Struggling | Microsoft Can Help

Women with high heels and shopping bags - Three girls sitting on stairs and chatting after buying presents at various retailers

When I say that retailers are struggling, that’s not entirely true. Because while traditional brick and mortar stores (and the malls they reside in) are closing locations and filing for bankruptcy, non-store retailers (like the “Beast from Seattle”) are seeing double-digit growth.1

But when I say that Microsoft can help, that is entirely true.

How Microsoft Can Help Struggling Retailers

It shouldn’t come as a surprise to learn that technology is at least part of the solution.

Most traditional retailers, having been built from the ground up to run brick and mortar stores, are still struggling to develop the infrastructure, systems, and technology to compete online, and on an omnichannel basis. All too often, their physical stores and their online counterparts still operate in separate "silos."

Microsoft Dynamics 365 for Retail breaks down those barriers and allows retailers to “follow their customers home.” The in-store and online relationship can be seamless, the relationship being the keyword here. By unifying the digital, in-store, and back-office operations, Dynamics 365 for Retail personalizes customer engagement and increases employee productivity. This empowers retailers to create an exceptional, insightful shopping experience, experience being the keyword here.

The End-to-End Solution

Dynamics 365 for Retail helps retailers create amazing customer experiences, support their employees, optimize operations, and transform their products by…

  • Driving unified commerce to Increase revenue, customer satisfaction, and brand loyalty through a consistent shopping experience.
  • Creating a modern store experience to manage stores efficiently, increase sales, and instantly adapt to the changing needs of your customers.
  • Managing merchandising efficiently to improve ROI and product demand with centralized product information, categories, assortment, and pricing.
    Optimizing operations through insights that reduce fulfillment costs, improve inventory utilization, using customer and operational insights.
  • Innovating with a modern and adaptable platform with an application that is easy to tailor, extend, and connect to other apps and services that you already use.

There are no silos separating store customers from online customers. The relationships are stronger, and the customer experience is exceptional.

Take the next step

Contact us for more details. Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.

1Forbes, December 26, 2019

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How Microsoft Dynamics 365 Delivers CRM - Part 1: Sales
How Microsoft Dynamics 365 Delivers CRM – Part 2: Marketing
How Microsoft Dynamics 365 Delivers CRM – Part 3: Customer Service


Portrait of a creative Millennial business team standing together and laughing. Multiracial business people together at startup.

Are Millennials Replacing Baby Boomers in Your Workforce? Give Them Software They’ll Love!

Portrait of a creative Millennial business team standing together and laughing. Multiracial business people together at startup.

It’s a fact of life. Boomers are aging and leaving the workforce. And while we’ve heard a lot about millennials – who they are and what they’re like as people and as employees – it’s not just millennials (also known as Gen Y) who are replacing Boomers.

Framework for Workplace Generations

Gen Xers have long been in the workforce, and Gen Zers are entering, too. What we can generalize about all of the generations that have succeeded the Baby Boomers is this: Each generation is more tech-savvy than the last. And as such, given the right tools, they have the skills to contribute to your company’s digital transformation.

Give Them Software They’ll Love!

We can’t expect these new generations to be happy and productive if they’re working with outdated software (or obsolete hardware for that matter). That would be equivalent to asking them to contribute to the growth and profitability of your company with one arm tied behind their backs.

But give them state-of-the-art Microsoft Dynamics ERP and CRM software, and they’ll likely exceed your expectations. What’s so special about Microsoft Dynamics? It incorporates everything that your tech-savvy employees could ask for:

  • Mobility
  • Anytime, anywhere access
  • Full integration
  • Cloud-native
  • Unified platform for financials, sales, service, and operations
  • Automation that eliminates manual, repetitive (mind-numbing) tasks
  • Modern user interface (UI)
  • Intuitive navigation
  • AI-based insights
  • Satisfying user experience (UX)

And the list goes on and on.

Take the Next Step

If you’re ready to keep your Gen X, Gen Y, and Gen Z staff members happy and motivated, so that they stick with you for the long term, contact us to learn more about Microsoft Dynamics ERP and CRM. Visit us at www.BondConsultingServices.com or pick up the phone and call 562-988-3451.

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Digital Transformation Is a Journey: 4 Ways to Reach the Finish Line with Microsoft Software


Business woman pressing smiley on keyboard laptop | Customer Service

How Microsoft Dynamics 365 Delivers CRM - Part 3: Customer Service

Business woman pressing smiley on keyboard laptop | Customer Service

In the business community, CRM is well known. It stands for Customer Relationship Management. But in some circles, it has become known as CE, which stands for Customer Engagement. Regardless of what you call it, the concept includes three main components: Sales, Marketing, and Customer Service.

In this last part of a 3-part blog series, brought to you by Bond Consulting Services (BCS), we’re going to look at how Microsoft Dynamics 365 delivers CRM for customer service.

What Is Dynamics 365 for Customer Service?

As part of Microsoft's premier cloud-based CRM solution, Dynamics 365 for Customer Service state-of-the-art customer service management software powered by Microsoft. It’s software that provides companies of all sizes the ability to empower their customer service team and delight their customers with Microsoft's end-to-end service and support management functionality.

What Does Dynamics 365 for Customer Service Deliver

Customer satisfaction is the new coin of the realm. In order to deliver the level of service that today’s customers expect and demand, you need software that helps your service team respond in a timely, efficient, and knowledgeable manner.  That’s why Microsoft Dynamics 365 for Customer Service includes:

  • Support ticket tracking - To track and manage customer support tickets generated via email, phone, or web.
  • Support process flow - To move tickets across configurable process flows, track their progress, and gain valuable insight.
  • Knowledgebase - Use an internal knowledge base wiki to provided templated and automated email responses to customer inquiries.
  • Customization - This enterprise-grade software can be customized to meet your specific customer service team needs.
  • Self-service portal - Utilize Microsoft's customer service portal that allows customers to submit and manage their own support tickets.
  • Dashboards and reports - Create interactive dashboards that provide day to day insight on support trends, activities, and social media interaction.

Dynamics 365 for Customer Service Drives Results

Once you’ve implemented Dynamics 365 for Customer Services, you can expect to see increased brand loyalty and advocacy by providing personalized and contextual interactions across the customer journey, through any channel, and from any device. You’ll have the ability to empower your agents by providing them with everything they need to deliver a more personalized, effective standard of service – using tools that are at their fingertips, from a single application. And you’ll have the agility to make adjustments in real-time through actionable insights that anticipate the rapidly changing needs of customers and your brand.

Take the next step

Contact us for more details. Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.

Related Posts:

How Microsoft Dynamics 365 Delivers CRM - Part 1: Sales
How Microsoft Dynamics 365 Delivers CRM – Part 2: Marketing


Startup concept with rocket flying out of laptop screen on black background

How Microsoft Dynamics 365 Delivers CRM - Part 2: Marketing

Startup concept with rocket flying out of laptop screen on black background

In the business community, CRM is well known. It stands for Customer Relationship Management. But in some circles, it has become known as CE, which stands for Customer Engagement. Regardless of what you call CRM, the concept includes three main components: Sales, Marketing, and Customer Service.

In this second part of a 3-part blog series, brought to you by Bond Consulting Services (BCS), we’re going to look at how Microsoft Dynamics 365 delivers CRM for marketing.

What Is Dynamics 365 for Marketing?

In a nutshell, it is marketing automation software powered by the Microsoft cloud. Microsoft Dynamics 365 for Marketing enables you to grow your business by finding and nurturing more sales-ready leads, and by moving beyond basic email marketing. All powered by Dynamics 365.

What Does Dynamics 365 for Marketing Deliver?

  • Multi-channel campaigns - Create and run multi-channel campaigns to attract the best leads from email marketing, web landing pages, LinkedIn, webinars, phone calls, and events.
  • Lead management - Easily track campaigns and analyze results to build profitable long-term relationships.
  • Sales and marketing alignment - Align your sales and marketing teams using this solution that lives together with Dynamics 365 for Sales on the same platform.
  • Marketing analytics - Track campaign performance and identify your best lead sources and marketing activities with configurable dashboards.
  • Event management - Attract more attendees and improve event experiences by managing webinars and in-person events with an easy-to-use portal.

Dynamics 365 for Marketing Drives Results

You will generate more leads across multiple channels by targeting the right audience and bringing in leads from LinkedIn by easily connecting with LinkedIn Lead Gen Forms.

You will close more deals by organizing events and webinars that generate leads and strengthen relationships.

You will maximize your marketing ROI by sharing one source for sales and marketing information through connected, automated processes that engender smarter decisions.

Take the next step

Contact us for more details. Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.

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How Microsoft Dynamics 365 Delivers CRM - Part 1: Sales


Abacus on Dusty counter | Get Ready, Get Set, and Go! Closing Your Books on Microsoft Dynamics GP

Get Ready, Get Set, and Go! Closing Your Books on Microsoft Dynamics GP

Abacus on Dusty counter | Get Ready, Get Set, and Go! Closing Your Books on Microsoft Dynamics GP

There are two ways to think about your year-end close. You could think: “Oh, no! Do I really have to do this again?” Or, you could imagine: “I’m just glad that I don’t need to learn how to use an abacus!”

It’s the 21st century, and you don’t need an abacus, an adding machine, or a dusty ledger book. Because the year-end close on Microsoft Dynamics GP is, quite obviously, all accomplished electronically.

Putting my attempt at humor aside, as your Dynamics GP partner, we at Bond Consulting Services (BCS) totally understand that this is a procedure you follow only once a year. So, when December rolls around again, you may need some help or at least a refresher. And we’re here to provide whatever level of assistance you may require or desire.

Get Year-End Help from Bond Consulting Services

Easy. The fastest ways to request year-end close support are to submit a support ticket or just call us at 562-988-3451. At this time of year, especially, we’ve got all hands on deck to help you.

Get Year-End Help from Microsoft

The other alternative is Microsoft support. You may have support instances left on your plan that you can use. But there’s also a Web site that provides comprehensive information:

https://support.microsoft.com/en-us/help/888003/year-end-closing-procedures-for-general-ledger-in-microsoft-dynamics-g

On that page, you’ll find these two critical requirements:

  1. Be sure to have a current backup of both the company and Dynamics databases.
  2. During the year-end closing routine, all the records that will be moved are put in a temporary table before they are transferred to the GL30000 table. You must have free disk space that is equal to the size of the GL20000 table to perform the routine.

And then you’ll find a checklist that starts like this:

  1. Complete the posting procedures and the closing procedures for other modules.
  2. Post the final adjusting entries in General Ledger.
  3. Print an account list to verify the posting type of each account.
  4. Close the last period of the fiscal year.
  5. Verify the settings in the General Ledger Setup window.
  6. Make a backup.
  7. Print a final Detailed Trial Balance report.
  8. Print the year-end financial statements.
  9. Set up a new fiscal year.
  10. Close the fiscal year.

And goes on to provide much more detail.

And finally, on that same page, you’ll find an extensive Q&A that asks and answers the top 18 most frequently asked questions. It’s a treasure trove of useful information, and the odds are that you’ll find answers to any questions you might have.

Good Night and Good Luck

As I bring you all this great support news, I’m reminded of the famous newscaster Edward R. Murrow, who closed all his broadcasts with those five words: “Good night and Good Luck.” It became his catchphrase. In reality, however, luck has nothing to do with a successful year-end close. It’s just a question of following the step-by-step procedure.

You’re in good hands with either Bond Consulting for Microsoft for support. Here’s our number again, in case you need us: 562-988-3451.

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Motion blur shot of a cheerful business woman crossing the finish line with colleagues running in the background |

Microsoft Dynamics 365 Business Central + Insight Works = Manufacturing and Distribution Optimization

Motion blur shot of a cheerful business woman crossing the finish line with colleagues running in the background |

The truth is that no ERP software system, right out of the box, will give you 100% of the functionality you’re probably looking for. That’s true for even a best-in-class solution like Microsoft Dynamics 365 Business Central (BC). It might take you within 5 or 10 yards of your goal. But what are your options for…

Crossing the Finish Line

As a manufacturer or distributor, there are 3 options for rounding out your Business Central ERP. We could rank them good, better, best. Or, more to the point, not recommended, recommended, highly recommended.

  1. Customization (not recommended) – Customization requires changes to the underlying code. This path is generally viewed as dangerous. Messing with code should be seen as a last resort. And should you choose to do that, you should be aware that code changes will make upgrades more difficult and, therefore more expensive.
  2. Configuration (recommended) – Configurations do not require code changes. They’re easy to implement, especially because Business Central is highly configurable. Minor changes accomplished in this manner may take you across the finish line. And the Bond Consulting Services (BCS) team has the experience and expertise to get you there.
  3. 3rd Party ISV Solutions (highly recommended) – Generally speaking, the addition of a 3rd party solution to your Business Central system is your best option. That’s especially true if the ISV (Independent Software Vendor) in question offers solutions that are specifically designed for your ERP system. That is the case with Insight Works. And that’s why we’re excited to tell you all about it.

Bond’s manufacturing and distribution clients cross the finish line (without so much as breaking a sweat) with the perfect Microsoft Dynamics 365 Business Central add-ons from Insight Works.

Insight Works is a global leader in productivity solutions for manufacturers and distributors, offering end-to-end software applications ranging from procurement to scheduling.

Insight Works specializes exclusively in add-ons for Microsoft Dynamics 365 Business Central. Products include mobile warehouse data collection, shop floor data collection, inventory management, integrated shipping, and more. Insight Works is headquartered in Canada and boasts a European presence in the Netherlands and remote offices in the United States.

Ready to Cross the Finish Line?

Contact Bond Consulting Services (BCS) for more details. Visit us at www.BondConsultingServices.com or pick up the phone and call 562-988-3451.

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