Even out of the box, Microsoft Dynamics 365 Business Central is intuitive and easy to use. Setting up and keeping an eye on your chart of accounts has never been easier. But it gets better: you can customize the way the chart of accounts is displayed using dimensions and filters. From the chart of accounts … Read more
In Microsoft Dynamics 365 Business Central, it’s easy to send a refund to a customer and the customer doesn’t need to be set up as a vendor record. If a credit memo document was posted for the customer, the refund can be applied to that credit memo. Or the refund can just go against the … Read more
Something you may not know in Microsoft Dynamics 365 Business Central: monthly payables invoices can be set up in the Recurring General Journals window. The amounts can remain fixed or variable based on your needs. They will need to be posted each month and then they will remain out there for the next month with … Read more
Microsoft Dynamics 365 Business Central always aims to make our lives easier. Did you know that in addition to the Purchase Invoice window, you can also enter payables invoices directly into the General Journal window? Even if the expenses need to be distributed across multiple G/L accounts, this method can be used. Another great feature … Read more
Updating Scribe Insight for Dynamics 365 Regional Discovery Service Deprecation Microsoft is deprecating the WS-Trust security protocol and regional discovery service, which is used to authenticate connections in Scribe Insight. What does this mean? It means that when Microsoft runs this update on your D365 CE tenant your current Scribe D365 connection will not work. … Read more
A comparison of Dynamics GP and Dynamics 365 Business Central No cost to upgrade: Business Central is Free vs. GP $3,200 per upgrade Dynamics GP upgrades average $3,200 plus user time to verify and check features, balances, and reports; whereas, Business Central automatically upgrades your system to the current version for free. Built for remote … Read more
THE most powerful tool for business insights on the market right now is a big part of Microsoft’s Power Platform: Power BI. With Power BI (which stands for “Business Insights”), you can leverage your data to easily build reports and dashboards with interactive visualizations. And, not just Dynamics data either – even Acumatica, QuickBooks, or … Read more
If you live on the East coast, you likely had some early pandemic flashbacks recently; stories of a gas shortage threw people into a gas-buying frenzy (indeed making that gas shortage narrative a true one). Social media was filled with photos of people in pickup trucks filling barrels with gasoline and videos of motorists physically … Read more
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
Here is a really interesting tip! A customer of ours was looking to add the Vendor Order Number field to their Posted Invoices list. After researching, we found that it potentially involved connecting a separate table. We thought a customization was in order, but then I learned about an interesting workaround – editing the URL to … Read more
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
“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
As I wrote in my last blog about the evolving user groups, help for Business Central is always out there – you just need to know where to look. Whether the help below is still Greek to you, OR you just want a little extra guidance, check out Crestwood’s premium BC training program. We’re calling … Read more
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
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
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
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
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
Back in November 2020, I wrote a blog on how to Clean Up Your Microsoft Outlook Inbox by Creating Rules. Today, we will cover how to forward your emails in Outlook. Why would I want to forward my emails you ask? You may want to redirect emails to other email accounts to avoid missing important … Read more
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
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
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
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
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