Tag: Asked

Real Things I’m asked: Bulk Upload Images into Business Central

Q. I need to load images for several items in Business Central. Can I load them all at once, or do I need to load them one at a time? A. You can import images for multiple items simultaneously. To do this, name your image files according to the corresponding item numbers. Then, compress these …

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Real Things I’m asked: Schedule an update to my Business Central Online Environment

Q. Microsoft recently released an update to Business Central. When will I receive the update; is there a way to schedule it? A. You can see and schedule available updates to Business Central through the Dynamics 3655 Business Central admin center. Major updates to Dynamics 365 Business Central online occur twice a year, introducing new …

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Real Things I’m asked: Enable Claude Sonnet in GitHub Copilot

Q. How do I enable Claude Sonnet in GitHub Copilot for Visual Studio Code? A. GitHub Copilot Chat uses OpenAI’s GPT-4 large language model by default. This advanced model excels in various text-generation tasks, such as summarization and knowledge-based conversations. However, you are not restricted to using this model; you can select from other models, …

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Real Things I’m asked: Cancel a User Session or Restart a Business Central Environment

Q. How do I cancel a user session or restart an environment in Business Central? A. The Dynamics 365 Business Central Admin Center allows an administrator to restart a Business Central Environment or cancel a Business Central user session. Canceling a session is sometimes the only way to unblock an environment where a user may …

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Real Things I’m asked: Microsoft Dynamics 365 Business Central Personalize Pages for a Group of Users

Q: How do I change the page layouts for users without having to log in and personalize the pages for each user? A: A Profile in Microsoft Dynamics 365 Business Central is a powerful tool that empowers administrators to define and manage what different types of users can access within the system. Profiles enable administrators …

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Real Things I’m asked: Microsoft Dynamics 365 Business Central Recurring Sales Invoices

Q: I have customers that I invoice repeatedly, how can I set that up in Business Central? A: Setting up standard lines for recurring sales documents, such as repeated replenishment orders or recurring sales invoices, streamlines the invoice creation process. This approach ensures consistency in information, saves time, and reduces the likelihood of errors, making …

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Real Things I’m asked: Microsoft Dynamics 365 Business Central How do I Credit and Rebill a Posted Invoice?

Q. I made a mistake on an invoice and need to correct a posted invoice. How can I do this? A. You cannot directly edit a posted sales invoice. Instead, a sales credit memo must be created and applied to the posted document. Then, a new invoice with the corrections must be created. There are …

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Real Things I’m asked: Microsoft Dynamics 365 Business Central How do I get a new page per record in a Word layout report?

Q. I have a Word Layout Report, and I want a new page [document] to print per record, but it only prints one page [document] for the first record. How can I get a new page [document] per record? A. When creating reports, set the WordMergeDataItem property if you want more than one root-level data …

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Real things I’m asked: Microsoft Dynamics 365 Business Central How to Import a Budget?

Q. What is the process for importing G/L Budgets into Business Central? A. A General Ledger (G/L) budget in Business Central is a financial plan that outlines projected income and expenses for a given period, typically the fiscal year. The Budget generally includes all company revenue, expense, capital, and indirect costs.Microsoft Dynamics 365 Business Central …

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Microsoft Dynamics 365 Business Central – Recurring Purchase Lines

Businesses often order the same products and/or services from a supplier. In the many years I have been implementing Microsoft Dynamics 365 Business Central, I have frequently been asked how to add default purchase lines (often as a default G/L Account modification) to purchase documents for a vendor. Fortunately, this feature is accessible through Business …

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