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By Jason Ochipa • Jan 26 2022

Overview of Dimensions in Microsoft Dynamics 365 Business Central

Jason Ochipa

This in-depth demo on dimensions explains how to create a dimension and the data entry rules, and report with dimensions in Microsoft Dynamics 365 Business Central. The following is a partial transcription of the video above: “Dimensions are different ways of categorizing financial transactions primarily for reporting and analysis purposes. They are like data tags […]

By Jason Ochipa • Dec 02 2021

New Features in Business Central 2021 Wave 2 Release: Part 2

Jason Ochipa

Continuing the previous blog post on some of the new features in Dynamics 365 Business Central 2021 wave 2 release: Payment and Bank Reconciliation Improvements In the last few releases, Microsoft has been adding additional functionality to the payment journals and bank reconciliation. The Payment Reconciliation Journal now have a separate number series so that […]

Tagged: Bank Reconciliation, dimensions, filter, Filter views, Microsoft Dynamics 365 Business Central, Release Plan

By Jason Ochipa • Nov 16 2021

New Features in Business Central 2021 Wave 2 Release: Part 1

Jason Ochipa

Microsoft rolled out the Dynamics 365 Business Central release wave 2 for general availability in October 2021. From the release notes, I’ve pulled some of the new features that I think would be of interest for you: Add Filters for Specific Budgets in Account Schedules For the Account Schedules in the columns, you can now […]

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

By Jason Ochipa • Nov 03 2021

How to use Excel to Format Reports in Microsoft Dynamics 365 Business Central

Jason Ochipa

The formatting in Account Schedules is fairly basic in Microsoft Dynamics 365 Business Central. However, you can take it to the next level by exporting the output into excel and building a template that references the output and then formats it into something nicer. For an in-depth demo, view the video or read the summarized […]

Tagged: account schedules, Business Central Reporting, excel, Microsoft Dynamics 365 Business Central, reporting

By Jason Ochipa • Jul 01 2021

New Features in Business Central 2021 Wave 1 Release: Email Accounts & Teams Integration

Jason Ochipa

In previous blog posts, we covered the updates related to Dimensions in the new release of Microsoft Dynamics 365 Business Central. This blog post focuses on some of the other new features and enhancements like: Email Outbox Control: In previous iterations of Business Central, you could just set up one email address to send out […]

Tagged: Email Accounts, Microsoft Dynamics 365 Business Central, Release Plan, Teaching Tips, Teams Integration

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