Tag: Business Central

#BCLifeHacks, Business Central

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!

Continue reading “BC #LifeHacks 182: Combine or Merge Vendor Records” →
#BCLifeHacks, Business Central

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!

Continue reading “BC #LifeHacks 147: Edit Posted Transaction Descriptions” →
Business Central

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.

Continue reading “BC #LifeHacks 182: Import Multiple Inventory Images at Once” →
Come Join Me @ Business Applications Summit!
2019, Business Central, Events

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!

Continue reading “Come Join Me at Business Applications Summit 2019!” →
#BCLifeHacks, Business Central

BC #LifeHacks 122: Change Which App is Used When Making a Phone Call

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?

Continue reading “BC #LifeHacks 122: Change Which App is Used When Making a Phone Call” →

#BCLifeHacks, Business Central

BC #LifeHacks 112: Jet Reports Error – Renew Jet Reports Financials

When trying to use Jet Reports connected to Business Central recently, I encountered an error that had me scratching my head!

I had a valid license but it kept giving me an error: “Renew Jet Reports Financials” – it further said in the dialogue box that my subscription had expired… but it didn’t… so what to do now?

Continue reading “BC #LifeHacks 112: Jet Reports Error – Renew Jet Reports Financials” →

Dynamics GP, Events, Vision, Vision 2019

Come see me at Vision 2019! A Dynamics User Conference Charlotte, NC

Vision is an annual user conference held in Charlotte, NC by InterDyn Artis.
It is a two day conference PACKED with content!  This years event covers Dynamics GP, Dynamics CRM, Business Central/NAV and related MS Office products.
It’s a TWO DAY event filled with TONS of learning and networking!  (Oh, and door prizes!!!)
Come join us on April 23rd and 24th, 2019 at the Ritz-Carlton in Charlotte, NC to learn, network and have a great time!  Click here for more details about the event.
Below is a list of the sessions that I will be presenting, come see me!!
Continue reading “Come see me at Vision 2019! A Dynamics User Conference Charlotte, NC” →

Business Central, Events

Come see me at DIRECTIONS NA 2018!! #DirectionsNA

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” →

Business Central, Setup Options

How Many Dimensions can I use in Business Central?

Dynamics 365 – Business Central using dimensions instead of additional segments for General Ledger analysis and reporting.

In settings up a new instance of #Dyn365BC, settings up dimensions is a critical piece to the puzzle.  How do you want to measure profitability?  What type of non GL information would you like to track?

Some examples of dimensions are Department, Territory, Region, Sales Campaign, Project, Asset ID, etc.

With dimensions, because of the way they are presented in the system, there is a misconception about how many dimensions an organization can use in their system.

Continue reading “How Many Dimensions can I use in Business Central?” →