The following is a full transcription of the video above: “In this session, we will go over setting up a posting date restriction. This is a pretty key feature in maintaining accounting control or beginning a month end process. Dynamics 365 Business central has two ways to control the dates. In the first process, we […]
User Tasks in Microsoft Dynamics 365 Business Central
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 […]
Filtering and Sorting Views in Microsoft Dynamics 365 Business Central
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 […]
How to Merge Duplicate Vendor or Customer Records
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. […]
How to Use New Templates in Business Central
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 […]