Wendy Zumpano

Goodbye Dynamics User Groups – Hello Dynamic Acceleration Cloud

As an old-school Great Plains accounting veteran (my father was one of the very first partners in the late 70s), I’m a fan of user groups. GPUG, DSLUG, and even the three D365UGs (if I can figure out which one is which). In particular, the discussion threads are especially helpful. I trust feedback provided in … Read more

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Tabri Tandy

Warehousing Levels in Business Central (a Deep Dive into the Various Location Tiers)

In Microsoft Dynamics 365 Business Central, there are various tiers to the Warehouse or Distribution management. This blog post can be used to get a general understanding of the different tiers as Microsoft defines them. Something to keep in mind: “locations” in Business Central (synonymous with “warehouse” in the common vernacular) can be set up … Read more

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Lauren Christoff

Employee Retention Credits: Extended and Expanded Opportunities (Webinar Recording)

This event has passed, but you can still view the recording! View the Recording   The Employee Retention Credit (“ERC”) is a refundable payroll tax credit for wages paid and health coverage provided by employers whose operations were either fully or partially suspended due to a COVID-19-related governmental order, or that experienced a significant reduction … Read more

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Dynamics Upgrades in Waves
Amber Tselios

A First Look at Dynamics 365 Business Central 2021 Wave 1

Gone are the days of once-per-decade upgrades for Microsoft Dynamics products – Business Central is committed to twice-yearly updates called “waves.” April 1st, 2021 marks the general release of the latest wave – 2021 wave 1. Microsoft is promising to bring hundreds of new features in this release, spanning across all the Dynamics 365 applications, … Read more

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Intelligent Cloud
Jen Jerzak

Using the Intelligent Cloud to Migrate Dynamics GP Data

The Intelligent Cloud is a wide term, used within the cloud services, but many of us with small- to medium-sized businesses (and ERP systems to match) wonder why or how we would use it? What is the Intelligent Cloud? First, the general idea of Intelligent Cloud is that the cloud technologies and applications that we … Read more

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Lauren Christoff

Processing AP Invoices Using Office 365 and Microsoft Teams (Webinar Recording)

This event has passed, but you can still view the recording! View the Recording   Come join us to learn how Microsoft Office 365 and Teams together with DynamicPoint’s Invoice Automation app, EasyAP365, can be used to automate each step in your organization’s AP Invoice process. The agenda will include: Invoice Submission OCR Review and … Read more

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Building your business from the ground up
Lauren Christoff

White Paper: 19 Brilliant Ways to Promote ERP & CRM User Adoption

Getting your entire team on board when introducing new software is always a challenge.  User adoption can make or break a new system, no matter how good it is. Like ERP or CRM, no two systems are alike, so finding the best solution that will fit your business needs plus the needs of your team … Read more

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Lauren Christoff

Sales and Use Tax Changes for 2021 [Recorded Webinar]

This event is over, but you can still watch it by clicking below! Watch the recording A must-attend event for anyone who deals with sales and use tax, from Dynamics to Acumatica! COVID-19 greatly impacted sales and use tax in 2020, from temporary relief efforts to long-term changes, including a crackdown on remote seller tax … Read more

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New feature in Dynamics 365 BC
Juliet Constantino

Reversing Date Calculation in Dynamics 365 Business Central

There is now more control available on the reversing date for recurring general journals in Microsoft Dynamics 365 Business Central. This is a new feature in the latest release. To start, navigate to Recurring General Journals and select the batch you would like to work with. You will need to personalize your window first to … Read more

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Seminole Case Study Image
Wendy Zumpano

The Pockets Behind Green Energy – Seminole Financial Services gets Recharged with Business Central

Seminole Financial Services is a pension/investment fund management firm based in Belleair Bluffs, Florida. While the name has only been around since 2009, the company itself has been operating (with most of the same investors) for over 30 years. SFS has a range of different funds, but what they’re most known for are their renewable … Read more

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Quick Tips
Kayla Radics

Adding Default Dimensions to Vendor in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central was designed with simplifying processes and saving time in mind. The ability to add “Dimensions” to anything from a customer to project to vendor is just one great feature that helps speed up your processes. Dimensions are used to filter out certain data, and track any metric you choose. Instead … Read more

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Dynamics 365 Business Central Copy Journal Entries
Juliet Constantino

How to Copy General Journals in Business Central (2020 Wave 2 New Feature)

By popular demand, in the Microsoft Dynamics Business Central 2020 Wave 2 release (v.17), General journals can now be copied after they are posted! They can easily be re-used or reversed out. Here’s how! First, search for general journal templates. Then create a new template or update an existing one. Enable the checkbox “Copy to … Read more

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Dynamics 365 Business Central Filter views
Kayla Radics

Using Filters as an Ad Hoc Reporting Tool in Business Central (Comparable to SmartList in GP!)

In Microsoft Dynamics 365 Business Central, you can use filters in just about every window to create an ad hoc report that can then be shared amongst roles. For example, let’s say you want to create a filter to show any customer with a currently due balance that start with the letter A. First, navigate … Read more

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Accounts Payable Strategy
Amber Tselios

How Do You Know if Your Accounts Payable Strategy is Working?

[This is a guest blog post, reposted from our good friends at Artsyl Technologies. Artsyl Technologies specializes in business process automation, and integrates seamlessly with all the ERP systems we provide. Join us for a live webinar demo and see it in action!] Often, employees are asked to set up a few performance metrics or … Read more

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Tips for Selling Virtually
Trisha LaVeck

Tips for Selling Virtually

You may already have been accustomed to selling virtually. However, there are many people who became instant virtual sellers when the pandemic hit. Today’s blog post is for those searching for some tips on virtual selling. Tip: Do your Research and be Prepared To start, you have to get the correct decision maker on the … Read more

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LEARN Dynamics 365 Business Central
Wendy Zumpano

Training and Documentation for Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is the newest guy on the block – but that doesn’t mean that it’s difficult to learn and use. Quite the opposite, in fact. Microsoft has outdone themselves on training and ensuring that users have everything they need at their fingertips. Any problem you may encounter has been addressed here … Read more

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video
Amber Tselios

Using Microsoft Stream for In-House Video

Video is a powerful tool, and an increasingly necessary one for businesses of all sizes. From the marketing department to the sales team, human resources to consultants, video can be used to automate processes, set yourself apart from competitors, and tell stories that would be difficult (or worse – boring) with just text. If you … Read more

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General Ledger in Acumatica
Melissa Chang

Posting Recurring General Journal Entries Excluding the $0 Lines in Dynamics 365 Business Central

Getting through your list of recurring journal entries can be rough to set up, especially if you have a lengthy list, but once you have gotten through that, all you should need to think about is posting.  If some of your recurring entries don’t need to get posted every frequency, you may run into a … Read more

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D365 BC SMTP Setup
Melissa Chang

Dynamics 365 Business Central: SMTP Setup with Azure MFA App Passwords

Setting the SMTP Email Setup in Microsoft Dynamics 365 Business Central is pretty simple, however if you have an account with Authentication requirements, then you will need to take a few extra steps for setup.  (You’ll need to able to create App Passwords via aka.ms/mfasetup) To begin, use the magnifying glass icon to search SMTP … Read more

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General Ledger in Dynamics 365 Business Central
Juliet Constantino

Purchase Order Processing and the Various General Ledger Entries in Dynamics 365 Business Central

There are two options in the Inventory Setup window that need to be considered when defining the various posting accounts in Microsoft Dynamics 365 Business Central. We will go through how these options create different GL entries during the purchase order process so you can make the selection that is best for your procedures. The … Read more

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