Dynamics 365 Sales | Import/Update Complex Records Workaround
While leveraging the default key field is often sufficient for data imports in Dynamics 365 Sales, certain scenarios require a more nuanced approach. For records holding complex relationships with other entities, a single key may prove insufficient to ensure accurate updates. The following steps below may be used to import/update data for records that contain […]
Developing a Power BI Dashboard to Visualize Outlook
With hundreds of emails crossing your inbox every day, the Outlook mobile app can clutter quickly. Those who have Microsoft Power BI on their mobile devices can easily view their Outlook “Inbox” and “Junk Email” folders. With some customization, Power BI can aggregate your most important emails into a central dashboard that alerts if you […]
How to apply a partial payment to an AP invoice
If you have a large invoice entered & posted in Dynamics GP and want to pay part of the invoice, you need to do the following: (sample invoice) Open the Edit Vendor Payment window. Enter a Batch ID into the Edit Vendor Payment window and create a new batch, if one does not already exist, […]
How-to Setup the Late Payment Prediction Tool in Business Central
The Late Payment Prediction Tool for Microsoft Dynamics 365 Business Central reduces outstanding receivables by using artificial intelligence to predict whether Sales Invoices will be paid on time. Upon entering a Sales Invoice, navigate to Actions > Other > Predict Payment: This prediction action also works on Sales Quotes and Sales Orders. After posting the […]
Data Mining with Excel
Microsoft Dynamics 365 Business Central offers a wizard allowing you to conduct data mining. The Reporting Data Setup wizard is simple and exports data to Excel, providing you with the means to create pivot tables and charts based on Business Central data. We have provided the steps below to guide you in this process. To […]
How-to Connect to Business Central Data with Excel
Microsoft Dynamics 365 Business Central offers several ways of producing refreshable reporting in Excel. Not only is new and updated data displayed in Excel with the click of a button, but you can also easily create a “card” for the spreadsheet containing data in an easy-to-read format. For example, let’s say that you’re a collections […]
How-to Reconcile Inventory
Inventory reconciliation is the process of comparing your company’s physical inventory to its recorded inventory in the accounting system. It helps your business to ensure the accuracy of your inventory data and identify discrepancies that may indicate theft, shrinkage, or other operational issues. The inventory reconciliation routine checks the tables and transactions to ensure that […]
Using DAX to Create Custom Columns in Microsoft Power BI
Microsoft Power BI continues to provide our clients with up to date information to continue making great business decisions. An important aspect of Power BI is to optimize it to make sure the users are seeing the most relevant information. One way to make sure the visualizations and tables are reflecting the data concisely is […]
How-to Setup ACH Payments in Dynamics 365 Finance
Electronic funds transfer is a convenient way to process payments as it reduces the time to process payments and helps avoid fraud. This is a walkthrough on how to setup and process ACH files in Dynamics 365 Finance (and Operations). To use ACH feature in Dynamics 365 F&O, we need the initial setup of: Bank […]
How Automatically Pay Vendors in Business Central
In Dynamics 365 Business Central, when a Purchaser makes an Advance Payment to a Supplier or Vendor, we can adjust/update the payment quickly and automatically when the Purchase Invoice is posted. This process is called Automatic Vendor Payments with reference to the Purchase Invoice. Please follow the below steps to achieve the automatic vendor payments. […]
