
If you subscribe to this, I’m worried about your decision-making skills.
Do you want to know how to calculate utilization for your consulting company? Me too! Thankfully, I have Power BI and ChatGPT is around to help…
Want to learn how to migrate from a legacy ERP system to Business Central? Hopefully this helps.
Yeah, you can. Using standard functionality, consolidations in Business Central is a breeze! Think you need a 3rd party solution to help? Think again.
Here’s one that I’ve struggled with probably 3-4 separate times in my life. As Josh Knox once said “my blog is just letters to my future self.” https://x.com/iamjoshknox/status/1800273741630599306 Anyway, this is related to WordPress and Linux. As you probably can tell, this site is based on WordPress and so are all the other blogs and…
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…
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…
Hey, I’ve just started working in detail with Microsoft Dynamics 365 Project Operations, so forgive me if all this stuff I’ve been posting recently is known by everyone already. Regardless, I’m going to keep posting more things. This time, I was looking at the “Time entries for approval” view. I wanted to only see records…
I created some Word templates to export project invoices in Dynamics 365 Project Operations. Most of the users didn’t even have the button to see the templates, much less actually use them. This was related to permissions. I used XRM Toolbox’s Privilege Discovery and hunted for the feature I was looking for. As you can…
I was entering and submitting time entries in Microsoft Dynamics 365 Project Operations, and I came across this error when trying to submit a time entry for vacation (not work, not assigned to a project). I had seen this before. Typically, when you receive this, it’s because the user record doesn’t have a manager on…