In Microsoft Dynamics 365 Business Central, the financial reports are available in a nice almost printable format especially if you know how to export it and refresh it with your own formatting. But sometimes, you need the raw data quickly in a Pivot Table format or a Power BI refreshable report for data analysis. To […]
How to Sync Master Data Across Companies in Dynamics 365 Business Central
With the 2023 Wave 1 release, you can now sync up master data like customers, items, vendors, chart of accounts, payment terms, etc. between multiple companies. Users with more than one company will find this feature very useful. To enable this feature, go to Master Data Management Setup page in the target company or receiving […]
How to Personalize Your Screen in Microsoft Dynamics 365 Business Central
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 […]
How to Use the Prepayment Feature in Microsoft Dynamics 365 Business Central
Below is a partial transcription of the video above: “For this session we will go over how to use the prepayment feature in Microsoft Dynamics 365 Business Central. This can apply to purchase orders or sales orders. For this demo, we will go over a prepayment invoice for a purchase order. To begin, we create […]
How to Use the Deposits Feature in Microsoft Dynamics 365 Business Central
Below is a partial transcription of the video above: “For this video, we’ll go through how to use the Deposits feature in Dynamics 365 Business Central and to receive payment and apply them. There are multiple ways to do it, but the two main ways are using the payment journal and receiving cash or doing […]