In a previous blog post, I briefly covered how to setup approval users in Microsoft Dynamics 365 Business Central. This blog post dives into details and provides an overview of the Setup page. The partial transcription below is from my latest training webinar on Approval Workflows in Microsoft Dynamics 365 Business Central. “There are two […]
Kind Connect Integration: How Does Data Sync Work?
Business, Business Address and Parts are the three master records in Tensoft DemandOps (DO) that are synced over with Microsoft Dynamics 365 Business Central (BC). DO is the system of record and when you click save, it will publish that record over to Business Central. In this blog post, I’ll go through each of these […]
How to Setup Posting Date Restrictions in Microsoft Dynamics 365 Business Central
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 […]
Role Center and Permissions Sets in Microsoft Dynamics 365 Business Central
Users have different roles in the company and – based on their role – they can see different things on the Homepage. Role Center is really the look and feel of the system. Microsoft Dynamics 365 Business Central has a list of pre-defined roles that users can choose from and it simplifies the interface based […]