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By Jason Ochipa • Jul 27 2023

How to Personalize Your Screen in Microsoft Dynamics 365 Business Central

Jason Ochipa

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 […]

Tagged: Microsoft Dynamics 365 Business Central, Personalize

By Jason Ochipa • Jun 06 2023

New Feature in Business Central 2023 Wave 1 Release: Analyze View

Jason Ochipa

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 […]

Tagged: Business Central Reporting, excel, filter, Microsoft Dynamics 365 Business Central, odata, Release Plan, reporting

By Jason Ochipa • May 18 2023

Financial Statements in Microsoft Power BI from Business Central

Jason Ochipa

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 […]

Tagged: Business Central Reporting, Financial Statements, Microsoft Power BI, reporting

By Jason Ochipa • May 03 2023

Approval Process in Microsoft Dynamics 365 Business Central

Jason Ochipa

During the ‘Microsoft Dynamics 365 Business Central Explained‘ webcast, Tensoft’s Business Systems Consultant and Dynamics 365 expert Jason Ochipa covered some of the basic functionalities in Business Central, including approvals, navigation and personalization. Jason dived deep into the native approval process for purchase requisitions, purchase orders, invoices, and provided a walk through of the approval […]

Tagged: approval users, approval workflows, approvals, Microsoft Dynamics 365 Business Central, saas

By Jason Ochipa • Apr 06 2023

New Features in Business Central 2023 Release Wave 1: Part Two

Jason Ochipa

Continuing the previous blog post on some of the new features and enhancements in the 2023 release wave 1: Review general ledger accounts faster On the General Ledger Entries, there is a new ‘Review Entries’ button at the top. Here you can review journal entries and mark them as reviewed. Right now, you may be […]

Tagged: ledger entries, Microsoft Dynamics 365 Business Central, Release Plan

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