Category: Dynamics 365 business central
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The extension is not available for your country. Excuse me?
Another day, another issue with Dynamics 365 Business Central. This time, related to localizations. Problem statement I have a corporation that’s in multiple countries. The two we’re chatting about here are the US and the UK. Since it is operating in the UK, that legal entity needs to adhere to the “Making Tax Digital” policy.…
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Quickly add fields to an invoice in Dynamics 365 Business Central
Report layouts are used in Dynamics 365 as the templates when reports are printed out. Here’s some documentation on how they’re used. If the documentation is too dense, I also put together a little video that walks through how to add a couple of fields to the invoice layout that comes right out of the…
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How to use multiple currencies in Dynamics 365 Business Central?
As a Finance and Ops consultant, Business Central has a couple of tricky wickets. One of the first ones I noticed what Currencies. These days, lots of companies are selling things in various currencies around the world. Both Business Central and Finance and Operations have the ability to operate in multiple regions and multiple currencies,…
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How to customize Dynamics 365 Business Central (maybe)
I’m trying to build some Power BI reports using Business Central general ledger data. First attempt at doing this was to connect Power BI to the Business Central connector and using the G_Lentries web service. This was working just fine for a while. However, I ran into a snag. During my data migration, I ended…
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How to find the VAT business posting group field on a Customer card
You’re missing a checkbox. This documentation is great. However, it neglects to mention a critical step. Look at all the things it shows you how to do!! Nowhere in here, though, does it tell you how to turn on VAT for a company. Check the box In the “General Ledger Setup” form, click the “VAT…
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How to find which fields to use when customizing Report layouts
Back to Business Central. Similar to Finance and Operations, the out-of-the-box business documents (sales invoices, in this case), leave much to desired. Thankfully, UNLIKE Finance and Operations, Business Central has a pretty straightforward way to handling customizations of these reports. I wanted to use the Word-based reports instead of dealing with customizing Reporting Services reports.…
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An easy approach to Dynamics 365 Business Central Go-Live
Want to learn how to migrate from a legacy ERP system to Business Central? Hopefully this helps.
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How to easily consolidate companies in Business Central?
Yeah, you can. Using standard functionality, consolidations in Business Central is a breeze! Think you need a 3rd party solution to help? Think again.
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How to integrate Mercury bank with Dynamics 365 Business Central
Next step on getting Dynamics 365 Business Central setup is using the Envestnet Yodlee connector for bank account automation. There’s a bunch of learn articles on how to set this up, but I wasn’t able to get it to work for all my bank accounts. I’ve included a link to the Learn article below. Set…
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Discover the Bliss of Business Central with Extraordinary Personalization
I have a ton of experience in Finance and Operations, but the blocking and tackling of Dynamics 365 Business Central has been something I’ve been able to blissfully avoid for the entirety of my professional life. That’s changed. Here’s one of the first things I learned. Long story short, I’m trying to use the native…
