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Hiding in Plain Sight, Article 1 of 7  |  By Kim Dallefeld, Microsoft MVP A manager stops by your desk… Read more: Stop Exporting to Excel: Analyze Business Central Data in Seconds

Kim DallefeldMicrosoft MVP | Business Central SME Microsoft MVP | Business Central SME One of my favorite “small but mighty”… Read more: Who Changed That Record? One of My Favorite New Features in Business Central v28

Scheduling and Distribution Author: Kim Dallefeld, MVP, MCT, MCP For many organizations, Financial Reporting doesn’t stop when the report is… Read more: Business Central Financial Reporting 2026 Wave 1: Automating Recurring Reports

Author Control Without Breaking Governance Logo, Per-Report Overrides, and Global Defaults Author: Kim Dallefeld, MVP, MCT, MCP How many financial… Read more: Business Central Financial Reporting 2026 Wave 1: Control & Governance

How to Find (and Trust) the Right Financial Report Author: Kim Dallefeld, MCVP, MCT, MCP If you’ve ever heard (or… Read more: Business Central Financial Reporting 2026 Wave 1: Find the Right Report

Kim Dallefeld, MVP Microsoft didn’t introduce a brand-new reporting engine in Business Central 2026 Release Wave 1—but they removed friction… Read more: Financial Reporting Enhancements in Business Central 2026 Release Wave 1: What’s New and Why it Matters!

Kim Dallefeld, MVP You know you need to set your Allow Posting From and Allow Posting To in General Ledger… Read more: Changing Posting Dates Every Month in Business Central….

Kim Dallefeld, MVP, MCT, MCP

Kim Dallefeld, MVP, MCT, MCP

Kim Dallefeld, MVP, MCT, MCP

Step 6 – Analysis Views with Copilot Author: Kim Dallefeld, MVP, MCT, MCP I’m a big fan of Analyze Mode… Read more: A Business Central Consultant’s Copilot Journey

Step 5 – Copilot Summary in BC Author: Kim Dallefeld, MVP, MCT, MCP You may have noticed a feature when… Read more: A Business Central Consultant’s Copilot Journey

Step 4 – Trying Copilot in BC Author: Kim Dallefeld, MVP, MCT, MCP Now that we’ve seen the prompts in… Read more: A Business Central Consultant’s Copilot Journey

Step 3 – Finding Copilot in BC Author: Kim Dallefeld, MVP, MCT, MCP As I started trying to learn how… Read more: A Business Central Consultant’s Copilot Journey

Kim Dallefeld, MVP, MCT, MCP

Kim Dallefeld, MVP, MCT, MCP

Step 2 – Computer Support Assistance Author: Kim Dallefeld, MVP, MCT, MCP I’ve managed my own Microsoft 365 tenant for… Read more: A Business Central Consultant’s Copilot Journey

Step 1 – Computer Support Assistance Kim Dallefeld, MVP, MCT, MCP If you’d asked me a year ago what I… Read more: A Business Central Consultant’s Copilot Journey

Kim Dallefeld, MVP, MCT, MCP

Kim Dallefeld, MVP, MCT, MCP

Kim Dallefeld, MVP, MCT, MCP

Kim Dallefeld, MVP, MCT, MCP

Kim Dallefeld, MVP, MCT, MCP

Kim Dallefeld, MCP, MCT, MCP There are Excel Preview reports what’s the difference between that an Excel Layouts? Excel Previews… Read more: 30 Problems/30 Fixes – Tip #30 Excel Layouts

Kim Dallefeld, MCP, MCT, MCP Excel and Saved Views are nice but I need to summarize, change columns, I just… Read more: 30 Problems/30 Fixes – Tip #29 Analysis Mode

Kim Dallefeld, MCP, MCT, MCP Filtering on the same data, day after day, week after week or month after month…..Stop… Read more: 30 Problems/30 Fixes – Tip #28 Saved Views

Kim Dallefeld, MCP, MCT, MCP Just want the data from Business Central so that you can analysis or build a… Read more: 30 Problems/30 Fixes – Tip #27 Open in Excel

Kim Dallefeld, MCP, MCT, MCP Back in NAV, I used shortcuts or F-keys and they saved so much time….I need… Read more: 30 Problems/30 Fixes – Tip #26 Shortcuts

Kim Dallefeld, MCP, MCT, MCP I see the value that I want but then I choose the filter icon. I… Read more: 30 Problems/30 Fixes – Tip #25 Filter to this Value

Kim Dallefeld, MVP, MCT, MCP Business Central’s Analysis Mode in version 26.2. What Microsoft added to this version for Analysis… Read more: Using Analyze Mode in Business Central

Kim Dallefeld, MCP, MCT, MCP It is so hard to know which company that I’m working in, is there a… Read more: 30 Problems/30 Fixes – Tip #24 Badge

Kim Dallefeld, MCP, MCT, MCP What is a ‘peek’? One or two clicks to get to additional data, are simply… Read more: 30 Problems/30 Fixes – Tip #23 Peeks

Kim Dallefeld, MCP, MCT, MCP Do you have “a pretty good Role Center but are missing several things that you… Read more: 30 Problems/30 Fixes – Tip #22 Bookmarks

Kim Dallefeld, MCP, MCT, MCP I have to search for every single thing that I want/need to do, can’t this… Read more: 30 Problems/30 Fixes – Tip #21 Role Center

Kim Dallefeld, MCP, MCT, MCP I enter dates constantly, is there anything that can improve efficiency for date? Recommendation:              … Read more: 30 Problems/30 Fixes – Tip #20 Dates

Kim Dallefeld, MCP, MCT, MCP Sometimes my customer’s payment is for a wrong amount, typically a small amount, isn’t there… Read more: 30 Problems/30 Fixes – Tip #19 Payment Tolerance

Kim Dallefeld, MCP, MCT, MCP Do you ever ask “why can’t I setup default general ledger accounts for vendors”? For… Read more: 30 Problems/30 Fixes – Tip #18 Recurring Lines

Kim Dallefeld, MCP, MCT, MCP Do you find Bank Reconciliation time-consuming? Are you doing your Bank Reconciliations in Excel? Recommendations:… Read more: 30 Problems/30 Fixes – Tip #17 Bank Recs

Kim Dallefeld, MCP, MCT, MCP Recurring journals to record expenses for prepaids such as insurance is really helpful. However it… Read more: 30 Problems/30 Fixes – Tip #16 Deferrals

Kim Dallefeld, MCP, MCT, MCP Excel spreadsheets have errors. There is a better way to track assets and their depreciation.… Read more: 30 Problems/30 Fixes – Tip #15 Fixed Assets