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By John Ocampo • Jan 24 2023

User Tasks in Microsoft Dynamics 365 Business Central

John Ocampo

The following is a partial transcription of the video above: “Today, we’ll quickly go over a handy feature in Microsoft Dynamics 365 Business Central which is the ‘User Tasks’ feature. You can use this feature to set reminders for yourself, but you can also assign tasks to other users who are assigned licenses on Business […]

Tagged: Microsoft Dynamics 365 Business Central, User Tasks

By John Ocampo • Sep 20 2022

Filtering and Sorting Views in Microsoft Dynamics 365 Business Central

John Ocampo

Filtering is a very powerful feature in Microsoft Dynamics 365 Business Central. It lets you create custom filters on list pages and save these as views so that you can go back to the filter without recreating it. In the screenshot above, we have filtered the Vendor Ledger Entries. To see the filter pane, click […]

Tagged: filter, filter expressions, Filter views, Microsoft Dynamics 365 Business Central

By John Ocampo • Mar 30 2022

How to Merge Duplicate Vendor or Customer Records

John Ocampo

In this video, I will demonstrate how you can merge duplicate vendor or customer records in Microsoft Dynamics 365 Business Central. The following is a partial transcription of the video above: “For this demo, I have setup a duplicate vendor record in the demo company. Most likely you’ll have many vendors, much more than this. […]

Tagged: Microsoft Dynamics 365 Business Central, vendor records

By John Ocampo • Feb 15 2022

How to Set Special Pricing and Discounts in Microsoft Dynamics 365 Business Central

John Ocampo

A question that I get asked frequently is: “Can we set special pricing and discounts for customers in Microsoft Dynamics 365 Business Central?” In Microsoft Dynamics 365 Business Central, you can set special pricing and discounts at multiple places. From a customer pricing perspective, you can set up special pricing for certain customers. That can […]

Tagged: Microsoft Dynamics 365 Business Central

By John Ocampo • Jan 11 2022

How to Use New Templates in Business Central

John Ocampo

The following is a full transcription of the video above: “In this demo, I’ll be going over the new templates feature in Microsoft Dynamics 365 Business Central that was released in Wave 2 in 2021. This is the Microsoft documentation for this update. This outlines how to use the template – you can see here […]

Tagged: Microsoft Dynamics 365 Business Central, New templates, Release Plan, vendor records

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