In a previous blog post, I briefly covered how to setup approval users in Microsoft Dynamics 365 Business Central. This blog post dives into details and provides an overview of the Setup page. The partial transcription below is from my latest training webinar on Approval Workflows in Microsoft Dynamics 365 Business Central. “There are two […]
Kind Connect Integration: How Does Data Sync Work?
Business, Business Address and Parts are the three master records in Tensoft DemandOps (DO) that are synced over with Microsoft Dynamics 365 Business Central (BC). DO is the system of record and when you click save, it will publish that record over to Business Central. In this blog post, I’ll go through each of these […]
Role Center and Permissions Sets in Microsoft Dynamics 365 Business Central
Users have different roles in the company and – based on their role – they can see different things on the Homepage. Role Center is really the look and feel of the system. Microsoft Dynamics 365 Business Central has a list of pre-defined roles that users can choose from and it simplifies the interface based […]
Permissions in Microsoft Dynamics 365 Business Central
In this blog post, we will cover the different levels of permissions and how they work in Microsoft Dynamics 365 Business Central. There are five levels of security. At the first level is the license type. This is sort of base layer access that defines what data you have access to at the most. By […]
Deep Dive into Consolidation in Microsoft Dynamics 365 Business Central
This demo provides an in-depth understanding of the consolidation process in Dynamics 365 Business Central. The following is a partial transcription of the video above: “The first step is to create a new company. I usually recommend creating a template company, sort of a blank company that has all the configuration enabled. It essentially has […]