How to Search for Customers, Vendors, and Contacts in Microsoft Teams

Posted on: April 27, 2021 | By: Josie Mah | Microsoft Dynamics Business Central

Microsoft Dynamics 365 Business Central offers essential features for users in sales, operations, and various other departmental roles. Often, these roles require the ability to quickly start a conversation with vendors, customers, and other contacts in Microsoft Teams. The ability to search for contacts directly from Microsoft Teams saves time by allowing for quick access of business contacts without needing to switch applications for a simple lookup. Starting in April...


General Ledger and Banking in Business Central: An In-Depth Demo

Posted on: April 13, 2021 | By: Josie Mah | Microsoft Dynamics Business Central

Time is a valuable resource, and we want to help our clients work as efficiently as possible. Whether it is getting to know your new Microsoft Dynamics 365 Business Central environment or switching from Microsoft Dynamics GP to Business Central, it often takes a significant amount of time to get accustomed to a new ERP platform. From setting up customers and vendors to understanding the function of various screens (e.g....


Processing Accounts Receivable in Business Central: An In-Depth Demo

Posted on: March 29, 2021 | By: Josie Mah | Microsoft Dynamics Business Central

Time is a valuable resource, and we want to help our clients work as efficiently as possible. Whether it is getting to know your new Microsoft Dynamics 365 Business Central environment or switching from Microsoft Dynamics GP to Business Central, it often takes a significant amount of time to get accustomed to a new ERP platform. From setting up customers and vendors to understanding the function of various screens (e.g....


Processing Accounts Payable in Business Central: An In-Depth Demo

Posted on: March 9, 2021 | By: Josie Mah | Microsoft Dynamics Business Central

Time is a valuable resource, and we want to help our clients work as efficiently as possible. Whether it is getting to know your new Microsoft Dynamics 365 Business Central environment or switching from Microsoft Dynamics GP to Business Central, it often takes a significant amount of time to get accustomed to a new ERP platform. From setting up customers and vendors to understanding the function of various screens (e.g....


How to Accelerate and Simplify Data Entry: Working with Dates in Business Central

Posted on: March 1, 2021 | By: Josie Mah | Microsoft Dynamics Business Central

Dynamics 365 Business Central offers multiple ways to enter dates and times, providing powerful features that accelerate data entry and simplify calendar expressions. Within the BC platform, there are various places where you can enter dates and times in fields. For example, on a sales order, you can set the shipment date. When filtering lists or report data, you can enter dates and times to pinpoint only the data that...


Exploring the Differences Between D365 Business Central and Dynamics Finance & Operations

Posted on: February 17, 2021 | By: Josie Mah | Microsoft Dynamics AX/365, Microsoft Dynamics Business Central

In today's digital economy, it is more important than ever for your business to be supported by a reliable and modern ERP solution. Microsoft Dynamics 365 Business Central and Dynamics 365 Finance & Operations both offer excellent functionalities for any company looking for a future-proof ERP system. However, it can sometimes be difficult for businesses to decide between the two platforms, as they both offer similar features. To help with...


General Navigation in Business Central: An In-Depth Demo

Posted on: February 3, 2021 | By: Josie Mah | Microsoft Dynamics Business Central

Time is a valuable resource, and we want to help our clients work as efficiently as possible. Whether it is getting to know your new Microsoft Dynamics 365 Business Central environment or switching from Microsoft Dynamics GP to Business Central, it often takes a significant amount of time to get accustomed to a new ERP platform. From setting up customers and vendors to understanding the function of various screens (e.g....


How to Create a Workflow Using a Template in Business Central

Posted on: January 18, 2021 | By: Josie Mah | Microsoft Dynamics Business Central

Microsoft Dynamics 365 Business Central contains the functionality that allows for approval workflows throughout the system. With a workflow, users can connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps. On the Workflow page, users can create a workflow by listing...


Business Central’s 1099 Form Upgrade

Posted on: January 4, 2021 | By: Josie Mah | Microsoft Dynamics Business Central

The IRS requires one or more versions of the 1099 tax form for payments to vendors. Copies of these forms must be sent to vendors annually on or before the last day of January. On users’ purchase documents, you can specify that the document is 1099 liable, and users can specify the 1099 code for the vendor. Business Central has added new 1099 Form Box codes NEC-01, MISC-14, and a...


How to Suggest Vendor Payments in Business Central

Posted on: December 9, 2020 | By: Josie Mah | Microsoft Dynamics Business Central

In order to pay vendor invoices in Business Central, the Payment Journal must be used to generate paper checks, ACH payments, or manual checks. While this journal can be filled out manually or using Edit in Excel, this task can become very time-consuming if there are dozens or hundreds of invoices to pay. In light of an increasingly digital marketplace, we highlight Business Central’s Suggest Vendor Payment functionality that allows...