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 […]
Approval Process in Microsoft Dynamics 365 Business Central
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 […]
