How Can I Track Headcount Using Statistical Accounts?
Statistical or Unit accounts can be included in the Chart of Accounts to record and report statistical information such as Headcount. Such accounts should be assigned a numbering convention outside of the normal G/L Account numbering to segregate the accounts and allow for filtering and sorting. Dimension requirements and defaults can be assigned like any […]
How Can I Undo a Drop Shipment in Business Central
When a product is sent back by a customer because of some defect or issue with the product, it needs to be documented appropriately. In Business Central the normal way to undo these shipments comes standard, however there is no standard for Undoing Drop Shipments. Drop Shipments are timely shipments scheduled to ship the product […]
How-To Update Dynamics 365 Data in Bulk Using Excel
Here is an easy way to make bulk updates and corrections to any entity or record in Dynamics 365 Sales without having to export massive files to Excel. Using this trick, you will be able to edit records using Excel Online which saves you time and storage by eliminating the need to download and reupload […]
How-To Change the Default Printer in Dynamics GP
A common inquiry we receive from our clients is how to change the default printer in Dynamics Great Plains (GP). In order to change the default printer, you simply need to go to Dynamics GP, click on the main GP drop-down menu and select Print Setup. Within the Print Setup window, you may go ahead […]
How-To Process 1099s in Dynamics GP
During the tax season it is important to know how to look up 1099 amounts, correct them if needed, and generate the report. The IRS has changed the 1099s format this year so be sure to use the latest version. For further questions on this update, or to make sure you have updated correctly, contact […]
How-to Change the MFA Authentication Methods in Entra AD
Recently one of our clients has requested assistance managing the Security of their Microsoft Azure logins, specifically the multi-factor authentication (MFA) process. With the multi-factor authentication process, an individual will need a login and password as well as an additional key to access the system. This key/additional authentication is primarily accessed and approved through a […]
How-To Manage Security Using Permissions and Permission Sets
A permission or permission sets are used in Dynamics 365 Business Central to grant access for a user or user group based on the job requirement of the team member(s). In an organization, there will be users who will have a full user license called “Super user” and access to the complete Business Central application. […]
How-To Schedule the Automatic Email of a Dynamics GP Report
A key feature of the reporting tool within Microsoft Dynamics Great Plains (GP), is known as SSRS, SQL Server Reporting Services, it has the ability to send out important reports on a timely basis. This means that admin users can automate their SSRS to send reports directly to key personnel through subscriptions. By managing these […]
Bank Account Reconciliations in Business Central
One of our experts at Bond Consulting Services has been working on resolving bank transactions in Business Central. The process described is helpful for accounting professionals or anyone managing transactions to fulfill their daily tasks. To reconcile bank transactions in Business Central follow these steps: Select the bank account that you want to reconcile, and […]
Add Detail to the Schedule Board in Dynamics 365 Field Service
Recently one of our experts developed a brilliant process to add more detail to the Schedule Board in Dynamics 365 Field Service. Overall, this will provide more visibility to dispatchers and resources that are viewing the Schedule Board daily. Just a few simple steps by an admin user can add important details to the scheduled […]
