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!
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!
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.
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!
As you may know, clicking on a phone number withing Microsoft Dynamics 365 Business Central will prompt you to make a phone call. This is pretty cool to me and is a big time saver!
Generally businesses are using Skype for Business, and upon install, this becomes the default application for invoking phone calls. But with the increasing development on Teams, and the growing desire to change from Skype for Business to Teams… how do you tell the software to use Teams for phone calls instead of Skype?
Conference season for ERP professionals is right around the corner… or perhaps it’s already here, and that means a lot of travel!! Join me and my friends Belinda Allen and Mark Polino as we chat on our latest podcast about traveling and packing! Don’t forget to subscribe via iTunes
User Group FOCUS is being held in Houston Texas! What a cool place to visit and learn about Microsoft Dynamics 365, AX, CRM, and BC/NAV, and multi-level education on the Power platform (Power BI, PowerApps, and Flow)!
These sessions are FOCUSED (get it..) on primarily advanced sessions – the tracks are packed with 90 minute sessions! Check it out here!
This year, my first year, I will be presenting on two different topics, outlined below.
Directions North America is right around the corner and I CAN NOT WAIT!
This will be my first time presenting and I will be joining my good friend and fellow MVP Rod O’Connor!
Directions NA will be held in San Diego California from September 30th, 2018 thorough October 3rd, 2018! I hope to see you there!
Below are the two sessions we are working on as a team, they are sure to be fun and exciting! The conference is primarily focusing on Microsoft Dynamics NAV / Microsoft Dynamics 365 Business Central – our sessions are about some comparisons from Dynamics GP and Business Central. Continue reading “Come see me at DIRECTIONS NA 2018!! #DirectionsNA”→
Microsoft Dynamics & Microsoft Office Tips & Tricks