Release 2023 Wave 2 – Increased the Love
Call me a Geek, Call me a Nerd, I don’t care because either way I (insert heart here) love BC! And I love what Microsoft is giving us every 6 months! Today my BC was upgraded to Version 23 (Release 2023 Wave 2) and instantly, I’m head over heels more in love! Two very simple, user […]
Dynamics 365 Business Central access control challenge: Setting up GL Post Only permission sets
This document was written by Cynthia Priebe. I was so impressed with how simply she defined and solved this issue that I got her permission to share on my blog site. by Cynthia Priebe, Senior Trainer and Consultant, New View Strategies So, here’s the situation. Users have been set up with permissions in Microsoft Dynamics […]
Posting Groups – Let’s Solve the Mystery
By Kim Dallefeld It is important to gain an understanding of the great things posting groups can provide for you in Business Central. Yes, the term ‘posting group’ means general ledger accounts are involved. For most users that’s all they know and ever care to know. As will be explained with inventory, expanded use can […]
Filters are your Fantastic Friend
A recent discussion post reminded me that filters are awesome! We can take virtually any list type data set, apply a tremendous number of filters and get an amazing query of data to drop into Excel. Add to the standard filtering, the fact that you can save your view and reuse as desired and you’ve […]
Business Central 2023 Wave 2
I’m sure everyone is writing about the coming changes that will be released in October. I had to jump in with my opinion….since I can’t ever keep quiet! The following changes are focused on the Operations side of the business, it’s good to see this area being given some attention the last two updates! I […]
Bank Reconciliation File with two Columns! Debit and Credit!
Thanks to Cynthia Priebe for allowing me to share her article on bank rec files with two columns! Import your Wells Fargo Bank Statement to Bank Reconciliation in Microsoft Dynamics 365 Business Central with a Data Exchange Definition Author: Cynthia Priebe, August 4, 2023 Senior Consultant & Trainer | Microsoft Certified D365 Business Central Functional […]
Data Migrations – Do’s and Don’ts
Data Migration Do’s and Don’ts – One Consultants Option Having just been part of two huge data migrations in the last month, suffering through the issues, fixes and repetitions and knowing there has to be a better way, I decided to put together thoughts on how to plan and improve data migration projects. A big […]
Business Central Reporting Options
Objectives of this blog is to invoke ideas about getting organized information out of Business Central. Helping you understand the versatility of standard reports, reviewing report building tools for financials, sales, purchases and inventory, building ad-hoc reports, how to edit external facing documents such as invoices and purchase orders, learning how easy Excel layouts are […]
Pivot Tables “inside” Business Central, Oh MY!!!
The new “Analyze” feature for Business Central that is coming in April 2023 and it is the Cat’s Meow!!! For all of us that are not Power BI Gurus, Reporting Writing Experts or Excel SuperUsers, even we can Analyze data with the click of a few buttons right inside BC. I don’t know everything about […]
Setting Up and Using EFT/ACH Vendor Payments
How to setup and use electronic funds transfer (EFT) in ACH format to pay vendors in Business Central (excerpts from Microsoft documentation, notes added by Kim Dallefeld) The cost of paying vendors by paper check is estimated at between $3.00 and $10.00 per payment, with receiving payment by check at $1.57 to $5.00. Conversely, the […]