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