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By John Ocampo • Jul 13 2023

How to Use the Prepayment Feature in Microsoft Dynamics 365 Business Central

John Ocampo

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 […]

Tagged: Microsoft Dynamics 365 Business Central, prepayment, purchase order

By John Ocampo • Jun 26 2023

How to Use the Deposits Feature in Microsoft Dynamics 365 Business Central

John Ocampo

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 […]

Tagged: deposits, Deposits in Business Central, Microsoft Dynamics 365 Business Central

By Jason Ochipa • Jun 06 2023

New Feature in Business Central 2023 Wave 1 Release: Analyze View

Jason Ochipa

Of all the new features in the latest release of Microsoft Dynamics 365 Business Central, Analyze View is probably my favorite one. With this feature, you can analyze data from list pages within the application itself, essentially turning it into a pivot table. To do something like this in the past, you would have to […]

Tagged: Business Central Reporting, excel, filter, Microsoft Dynamics 365 Business Central, odata, Release Plan, reporting

By Jason Ochipa • May 18 2023

Financial Statements in Microsoft Power BI from Business Central

Jason Ochipa

In Dynamics 365 Business Central, under Web Services, you’ll see the list of the APIs that are available. There are two different data sources – page type and query type – for the same type of information. You may want to try them both as some of the fields may be different. If you don’t […]

Tagged: Business Central Reporting, Financial Statements, Microsoft Power BI, reporting

By Jason Ochipa • May 03 2023

Approval Process in Microsoft Dynamics 365 Business Central

Jason Ochipa

During the ‘Microsoft Dynamics 365 Business Central Explained‘ webcast, Tensoft’s Business Systems Consultant and Dynamics 365 expert Jason Ochipa covered some of the basic functionalities in Business Central, including approvals, navigation and personalization. Jason dived deep into the native approval process for purchase requisitions, purchase orders, invoices, and provided a walk through of the approval […]

Tagged: approval users, approval workflows, approvals, Microsoft Dynamics 365 Business Central, saas

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