Tag: personalization
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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 easily see what vendors sold us a certain item
One of the things that I’ve loved showing people over the years is advanced filter or sort in Dynamics 365 Finance and Operations. Now I’m going to show you. Advanced filter or sort allows you as a user to filter one table on the results of another table? I’m sure that makes sense but let…
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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…