Category: Business Central

BC #LifeHacks 109: Change Check Layout

Microsoft Dynamics 365 Business Central can indeed print paper checks… The default layout is called “Check”… and it’s a single stub and a single check. In my experience, most businesses don’t use this layout… so how do you change it to match your layout?

Below is a very brief write up to make this change using the additional out of the box options for Business Central.

I would like to say that the real solution to this is to pay your vendors electronically, but we can save that debate for a different day 🙂

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Come See Me at Summit 2019: Business Central Life Hacks

About My Session: Business Central (BCUG)

One of my sessions, sponsored by the BC User Group, will focus on Dynamics Business Central Tips and Tricks – Life Hacks. We will cover overlooked functions, cool ways of handling certain situations, new functionality and MUCH MORE!

Track: Get Started

Friday, October 18, 2019 | 2:30 PM – 3:30 PM

Business Central Life Hacks

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Come See Me at Summit 2019: Excel Life Hacks #BCUG

About My Session: Excel Life Hacks (BCUG)

One of my sessions, sponsored by the BC User Group, will focus on an Excel Tips and Tricks – Life Hacks. We will cover overlooked functions, cool ways of handling certain situations, new functionality and MUCH MORE!

Track: BC/NAV

Friday, October 18, 2019 | 9:45 AM – 10:45 AM

Excel Life Hacks – Tips and Tricks for Excel Users

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Come hear me during Summit Australia!

Summit Australia 2019 is just around the corner! This event held ‘down under’ provides top notch content for all things Microsoft Business Applications!

The event will be held at the Crown Promenade Melbourne from August 21, 2019 through August 23rd, 2019!

Why you should attend?

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Watch ALL on demand Sessions from Microsoft Business Applications Summit 2019!

This year, the Microsoft Business Applications Summit was held in Atlanta, GA. The conference was EXTREMELY well attended and there were so many incredible sessions, it was hard to keep up with them all!

That’s a good problem to have… but the good news is that Microsoft has released the videos and they are available for EVERYONE to view, not just attendees.

Below is a link to get to the videos, including the few sessions I presented!

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BC #LifeHacks 182: Combine or Merge Vendor Records

Have you ever noticed that you have multiple records in Business Central for the same Vendor? Perhaps the vendor sent an updated W9… and someone didn’t realize the vendor was already in the system, so they created a new vendor… or maybe they are a DBA and someone just searched by the wrong name… so, well… now you have two vendors for the same account. There are a lot of reasons this happens… and when it does, it can be frustrating, or at very least, cause lots of extra work!

Worse yet… what if those duplicates have transactions against them… so now you are stuck with 2 vendor records (or maybe even more) for the same vendor… UGH!

Well, you are in luck! There is a way to merge those master records and maintain all of your history!

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BC #LifeHacks 147: Edit Posted Transaction Descriptions

Have you ever posted a transaction… and just before clicking the post button you realize something was wrong in your description? But your mouse click was faster than your eyes… Yeah, me too. It just seems inevitable that no matter how much I try to make sure that I get it right… check, check again… triple check… I misspelll something, or just simply get it wrong. Ugh. When this happens, you may have just ‘rolled with it’ or even posted a correcting entry. Same here… There has to be a better way to handle this… and THERE IS!!

Below we will walk through a MUCH better way to handle these situations… you will LOVE IT!

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BC #LifeHacks 182: Import Multiple Inventory Images at Once

Microsoft Dynamics 365 Business Central offers the ability to add images to inventory items. The process is pretty straight forward form the inventory item card but what if you have MANY inventory items and you want to add photos to them all? That could take a long time to process if you do them one by one.

Problem solved! With the April 2019 release, you can now add these images in bulk. Let’s take a look at how this is done.

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Come Join Me at Business Applications Summit 2019!

Microsoft’s Business Applications Summit will be held at the Georgia World Congress Center in Atlanta GA. The conference will run from June 10th through June 11th, 2019.

This event is a Microsoft hosted event and is designed to provide information on what’s new and next in the Dynamics community. The event has some pre conference training available as well!

I’m very excited to announce that I will be speaking at this event for 3 sessions! There is so much content covering Dynamics 365, Excel, PowerApps and much more! Read on to learn more about my sessions and what the event has to offer!

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