Tag: How To?

Dynamics 365 Business Central: Monitor Field Changes

The Change Log has long been part of Microsoft Dynamics 365 Business Central and is used (misused and abused) to track field value changes. The Change Log allows a System Administrator to define which Tables and Fields to monitor for Insert, Modify and Delete events. Once activated, field value changes are visible on the Change …

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Dynamics 365 Business Central: General Ledger Entry Dimension Corrections

Dimensions in Microsoft Dynamics 365 Business Central have many uses; however, their primary use is for financial reports and analysis. There are many ways to set up and enforce Dimension Value posting within Microsoft Dynamics 365 Business Central. Yet, in an implementation with proper dimensions setup, a need to correct the dimensions on posted general ledger entries may …

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Dynamics 365 Business Central: Yes you can merge Customers, Vendors and Contacts

As users enter data through normal business processing, a byproduct of data migrations or consolidations, there are often instances where there is more than one master record for a customer, vendor, or contact. Having multiple references to the same entity can be challenging to manage their orders, invoices, payments, and interactions. In earlier versions of …

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Dynamics 365 Business Central: Do more with Customer and Vendor Templates

Setting up master data in Microsoft Dynamics 365 Business Central becomes easier when you use Templates. You can use templates to assist with entering customer, vendor, item, or employee data. Using Templates in Business Central allows you to specify field values for a specific group of master data. When entering master data, you select the …

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View the Microsoft Dynamics 365 Business Central Tablet or Phone Client in a Browser

Microsoft Dynamics 365 Business Central Phone Client

Microsoft Dynamics 365 Business Central allows users to access their data from a browser, tablet, or phone. The phone and tablet client provides users the flexibility to perform tasks while away from the browser. There are several user experience differences between the different clients; The web client is intended for full application use, whereas the …

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Dynamics 365 Business Central: Setting the Report Layout for a Report

Microsoft Dynamics 365 Business Central supports the definition of multiple report layouts for a report. Layouts are defined as part of the Report, a Report Extension, or a Custom Report Layout. Within Microsoft Dynamics 365 Business Central, there are two ways to set the Layout that is used by a report. The Report Layout is …

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Feature Management in Dynamics 365 Business Central

With each Major and Minor update of Microsoft Dynamics 365 Business Central, new features are added to the application. Feature Management, within a Sandbox Environment, allows an administrator to enable the preview of upcoming features, allowing users access (to test) the features in a SandBox environment before they’re activated in a Production environment. Search for …

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HttpClient Extension Setting in Microsoft Dynamics 365 Business Central

While using a Microsoft Dynamics 365 Business Central Extension that uses the HTTPClient, you may have seen a dialog prompting, “The extension [extension name] by [publisher name] is making a request to an external service. Do you want to allow this request?” The option chosen when presented with this prompt is saved in the database and is editable (if …

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