Backups in Dynamics 365 BC
Ben

The Rundown on Backups in Microsoft Dynamics 365 Business Central

Database backups are an essential part of any business continuity and disaster recovery strategy.  Using cloud products like Microsoft Business Central includes disaster recovery services such as backups and storage.  Here is the overview of backups and restores for Business Central. Microsoft Dynamics 365 Business Central online service uses Azure SQL Database as the underlying … Read more

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Microsoft Power Automate
William

Automate Repetitive Desktop Tasks With Power Automate Desktop

Good news! If you are an existing Windows 10 user, you can now download Microsoft Power Automate Desktop for free! Microsoft made this download available on March 2nd, 2021. Why Power Automate Desktop? Power Automate Desktop (formerly Microsoft Flow) will allow you to automate repetitive tasks such as mouse clicks and keyboard taps in much … Read more

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Bank Reconciliation
Kayla

How to Reprint a Previously-Posted Bank Reconciliation (Business Central Quick Tip)

“Help! I’ve previously posted and printed a batch in Dynamics 365 Business Central but I need to reprint some of the reports from my bank reconciliation!” No fear! Crestwood is here. Below are the steps to reprint a previously-posted bank reconciliation. First, navigate to the top ribbon and select Cash Management > Bank Accounts. Highlight … Read more

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William

How to Connect Business Central to External Systems (API Set Up)

The icing on the cake of a great ERP system lies in its customizability. APIs allow users to connect Microsoft Dynamics 365 Business Central to external services, eliminating the need for constant back-and-forth between systems. With Dynamics 365 Business Central, users are able to connect Web Services using a point-to-point connection between their ERP and … Read more

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Lauren

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

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
Lauren

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
Lauren

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

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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Lauren

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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Seminole Case Study Image
Wendy

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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Dynamics 365 Business Central Copy Journal Entries
Juliet

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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Accounts Payable Strategy
Lauren

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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