Tag: How To?

Real things I’m asked – Microsoft Dynamics 365 Business 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 – Saved Views and a DateFormula

With Microsoft Dynamics 365 Business Central, users can create and save personalized views of data in different lists and pages through the Saved Views feature. Saved Views allows users to filter, sort, and organize the data in a way that is relevant to their needs. By using Saved Views, users can improve their efficiency, productivity …

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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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Real Things I’m Asked – Microsoft Dynamics 365 Business Central Copy Document

I am asked many questions about Business Central on any given day. The questions vary and cover various topics, from development to administration to integration to general application use, to name a few. I want to post them all, but that is not feasible; From time to time, I pick one to write about. Q. …

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Real things I’m asked – Microsoft Dynamics 365 Business Central Posting Date is not within your range of allowed posting dates

I am asked many questions about Business Central on any given day. The questions vary and cover various topics, from development to administration to integration to general application use, to name a few. I want to post them all, but that is not feasible; From time to time, I pick one to write about. Q. …

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Microsoft Dynamics 3655 Business Central – Create a New Company

A company in Microsoft Dynamics 365 Business Central refers to an independent entity that conducts business operations and financial transactions. It can be a legal entity, such as a corporation, limited liability company (LLC), or an operational entity within a larger organization. In Microsoft Dynamics 365 Business Central, a company is set up as a …

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Real things I’m asked – Microsoft Dynamics 365 Business Central Copy Company Data to a New Company

Q. How do I copy data from one Business Central company to another? A. Microsoft Dynamics 365 Business Central offers a couple of options to copy data from one company to another. Copy Company One option creates a complete copy of a company into a new company in the same environment.  Search for Companies using …

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Dynamics 365 Business Central 2023 Wave 1 – Set up and sync master data across companies

With each update of Dynamics 365 Business Central, Microsoft enhances what is often referred to as the base application and enhances the development environment. Dynamics 365 Business Central 2023 Wave 1 has several exciting Application features for runtime 11.0. One of the exciting features is to Set up and sync master data across companies. With …

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Dynamics 365 Business Central – Sales Invoice Discounts

Companies in price-sensitive markets often need flexible pricing strategies to attract and retain customers. One way to do this is by offering discounts, either individually or to groups of customers.In Microsoft Dynamics 365 Business Central, two sales discounts are available: line and invoice discounts. In a previous article I had discussed the how to offer …

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Dynamics 365 Business Central – Sales Line Discounts

Companies in price-sensitive markets often need flexible pricing strategies to attract and retain customers. One way to do this is by offering discounts, either individually or to groups of customers.In Microsoft Dynamics 365 Business Central, two sales discounts are available: line and invoice discounts. The discount features in Microsoft Dynamics 365 Business Central include offering …

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