Tag: process improvements
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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 quickly share a saved view in Dynamics 365 FSCM
If you got here from my LinkedIn post, welcome. If not, happy to have you anyways. Let’s say you have a saved view, and you want to share it with other users. How would you do such a thing? It’s pretty simple. Navigate to System administration –> Setup –> Personalization Once you open this form,…
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Incredibly easy way to review timesheets
When a user submits a time entry for approval in Dynamics 365 Project Operations, an “approval” record is created. There’s no REAL workflow, like there is in Dynamics 365 for Finance, so the approvals kind of just sit there. The way that a project approver is supposed to know which time entry approvals to approve…
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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.
