Dynamics 365 Real-Time Journeys Explained: The “For Dummies” Version
Dynamics 365 Marketing is old news. Real-Time Journeys in Dynamics 365 respond in the moment, scaling personalized customer interactions, explained here in simple, “for dummies” style.
How Power Automate Replaces Manual Work Most Teams Forget Exists
Explore real-world Power Automate use cases that reduce manual work between systems. Learn how Microsoft workflow automation improves approvals, reporting, and operations.
Updating Business Central from Microsoft Teams Premium
Thanks to Microsoft’s collaboration tools, accountants can easily update Business Central with data residing in Microsoft Teams Premium. This article outlines five steps in such a process, as follows: Access “Recap” in Teams Premium. Normalize the data, if not already done. Upload the data to a Teams channel. Use Microsoft Fabric to review the data […]
How-to Change Default Reporting Runs
Are you regularly running reports in Business Central, and hate that you need to change the same options each time? You are not alone, and there is a solution for that if the Report does not have the “Use default values from” option enabled: For example, for the second Report, you need to change the […]
How-to control access to Smartlist in Dynamics GP
SmartLists in Dynamics GP are saved queries that allow users to quickly and easily access specific information within the system. They can be used to filter and display data from a variety of tables, including customers, vendors, transactions, and items. SmartLists can be customized to meet the specific needs of each user, and they can […]
How to Examine Microsoft Business Central Tables (Deep Dive)
Examining Microsoft Dynamics 365 Business Central tables allows you to: conduct steps in troubleshooting performance issues, generate reports, and review valuable datasets all within one window. Access the list of tables, by clicking the Tell Me button and entering “table information”: Here in the Table Information window not only can you review tables’ properties, but […]
Auditing Security and End User Updates
Field Level Security Microsoft Dynamics 365 Business Central lets you monitor important fields and be notified by email when someone updates a field. This provides, in essence, “field level security” for Business Central. To specify the fields that you want to monitor, click the “Tell Me” button, type “assisted setup”, and click the hyperlink for […]
Using a Reporting Currency in Business Central
In this blog we will be highlighting the steps in implementing additional reporting currency in Dynamics 365 Business Central. The benefit of additional reporting currency is users can view the balances and net change on the Chart of Accounts page in local currency as well as foreign currency. Step 1: Update Currency Card: Update G/L […]
How-To Automate Importing Data Sets from an FTP Site
Instead of manually entering every record for a new data set, you can set up a process to automatically import a bulk spreadsheet of data from an FTP site and map each attribute to the corresponding field in Dynamics 365 Sales. This method is scalable, it saves time and will reduce entry errors to ensure […]
How to Copy and Paste Data from Excel into Business Central
Dynamics 365 Business Central allows users to quickly copy and paste data from Microsoft Excel directly into the General Journal, saving time and reducing manual entry errors. This article outlines the correct process and common pitfalls to avoid. Important Setup Notes Before copying data from Excel: Create an Excel worksheet with the same column layout […]
