Tag: Business Central

#BCLifeHacks, 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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2019, Dynamics GP

Come See Me at Summit 2019: Considering Business Central

About My Session: Considering Business Central (GPUG)

One of my sessions, sponsored by the GP User Group, will be an interactive panel discussion about Business Central. What is it, what does it mean to GP customers, and much more! Windi Epperson, Rod O’Connor, Tanya Henderson and myself make up this panel so come join us for some open and honest discussions!

Track: Extracurriculars

Friday, October 18, 2019 | 1:15 PM – 2:15 PM

Should I be considering Dynamics 365 Business Central?

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2019, Business Central

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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2019, Business Central, Excel

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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2019, Events, GPUG Summit

Come See Me at Summit 2019 #UserGroupSummit

Are you attending Summit 2019 in Orlando Flordia? I am! For more information on this event, my sessions, and why it is a MUST attend event for end users, please checkout the information below!

About User Group Summit

User Group Summit is an annual conference for all things relating to Microsoft Business Applications and the Microsoft Power Platform.

This years event is going to be HUGE! With so much to learn, it’s no doubt the best place for end users to sharpen their skills! Sessions are built from introduction to expert and every step in between! In just 3 short days, you can go from zero to hero and it’s certainly a MUST attend for end users!

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#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!

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#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!

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Business Central

BC #LifeHacks 183: 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 @ 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!

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#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?

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