Creating a New User in Business Central
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 […]
How-To Process a 1099 in Business Central
Step by step process to set up, process, and report 1099 information within Microsoft Dynamics 365 Business Central.
How-To Rest the Dynamics 365 App for Outlook
If you’re having an issue with the Microsoft Dynamics 365 App for Outlook where it is showing an error, no longer tracking or able to set regarding then try the following solutions to resolve the issue.
Unapply a historical AR payment or credit memo
Once an accounts receivable transaction has been moved to history, you can no longer unapply a payment or credit memo through the Apply sales documents window. There is a tool in the Professional Service Tools Library, RM Transaction Unapply that will allow you to undo documents in the history table and automatically move the records […]
How-To Reconcile your Bank without using Yodlee
Microsoft Dynamics 365 Business Central has the option to do a bank reconciliation without using the built-in Bank Feed. The system will create bank statement lines entries based on the entries that have been posted in your bank ledger. Please follow the steps below: Search for “Bank Reconciliation” and select the highlighted option window Click […]
Inviting an External User and Granting Access to a File/Folder in SharePoint
SharePoint is one such platform which has the capabilities to store a vast array of documents and those documents can not only be stored for a company’s use, but also for external users as well. We will indicate the various steps and processes that can be taken for an external user to be invited into […]
Adding a new user in Management Reporter
*** A user must be set up as an Administrator to add new users in Management Reporter *** Startup Management Reporter Report Designer from within the All Programs list. Management Reporter – Add New User Within Management Reporter, click on the drop-down menu next to the ‘New’ button and then click the User option. Within […]
How-To Reverse a Purchase Order in Business Central
Use the PO Returns procedure to return inventory shipments from vendors or to back out shipments that were incorrectly received with Microsoft Dynamics 365 Business Central. **Note: For the steps below to work, the inventory quantities received must remain available and not used in another transaction. Go to the Purchase Orders window Open the Purchase […]
Create Static Marketing Lists in Dynamics 365
A Static marketing list is a stand-alone marketing list that has to be managed manually. On the Navigation Bar, select the arrow to the right of the displayed module Select Marketing and click on Marketing Lists Click on the New button at the top left Enter a Name for your Marketing List Choose the Targeted […]
Adding a field in Power BI Desktop
Power BI is a comprehensive collection of services and tools that you use to visualize your business data. Content packs are available that make it easy to visualize and analyze the Dynamics 365 data with Power BI based on a standard data model. The content packs are built with a set of Dynamics 365 entities […]
