In Microsoft Dynamics 365 Business Central, the financial reports are available in a nice almost printable format especially if you know how to export it and refresh it with your own formatting. But sometimes, you need the raw data quickly in a Pivot Table format or a Power BI refreshable report for data analysis. To […]
How to Sync Master Data Across Companies in Dynamics 365 Business Central
With the 2023 Wave 1 release, you can now sync up master data like customers, items, vendors, chart of accounts, payment terms, etc. between multiple companies. Users with more than one company will find this feature very useful. To enable this feature, go to Master Data Management Setup page in the target company or receiving […]
How to Personalize Your Screen in Microsoft Dynamics 365 Business Central
Personalization is one of the cool features in Microsoft Dynamics 365 Business Central. You can personalize almost any screen in Dynamics 365 Business Central, including your homepage, the listing screen (a purchase order listing, transaction listing, etc.) and the data entry screen (purchase invoice, G/L screen, etc.). With personalization you can change pages and lists […]
New Feature in Business Central 2023 Wave 1 Release: Analyze View
Of all the new features in the latest release of Microsoft Dynamics 365 Business Central, Analyze View is probably my favorite one. With this feature, you can analyze data from list pages within the application itself, essentially turning it into a pivot table. To do something like this in the past, you would have to […]
Financial Statements in Microsoft Power BI from Business Central
In Dynamics 365 Business Central, under Web Services, you’ll see the list of the APIs that are available. There are two different data sources – page type and query type – for the same type of information. You may want to try them both as some of the fields may be different. If you don’t […]