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Essential Documentation in ERP Implementation: Why It Matters for Success Implementing an ERP (Enterprise Resource Planning) system is one of the most significant transformations an organization can undertake. While software selection, system configuration, and change management all play critical roles, there is one element that often gets underestimated but is vital to long-term success -documentation. Comprehensive documentation provides a clear roadmap, ensures transparency,... Continue Reading  

Shipment Tracking in Business Central In today fast-moving business environment, keep track of shipment is essential for efficient order fulfilment, operation transparency and customer satisfaction. Keeping track of shipments is key to ensuring customers get their orders on time and your team stay informed.  In this guide, we’ll show you how to set up and manage tracking numbers, use shipping agents, and follow your shipments from order to... Continue Reading  

💱 Understanding G/L Account Source Currencies in Dynamics 365 Business Central Managing multi-currency operations is a common necessity for global businesses. In Microsoft Dynamics 365 Business Central, the G/L Account Source Currencies feature allows companies to handle foreign currencies more transparently, ensuring accurate reporting and control. This post explores how this functionality works, how to set it up, and what to expect through real-world  What is G/L Account... Continue Reading  

Dynamics 365 Business Central New Analysis Mode You can analyse data using your chosen fields and groups and even create pivots directly in Business Central without having to export to Excel. An analysis flag will be available on each list page once the feature is enabled. You can create different analysis views of the same data. The system allows you to save multiple Analysis View... Continue Reading  

Beyond Basic Metrics: How Leading KPIs Drive Business Agility and Growth In today's rapidly evolving business landscape, traditional performance metrics alone won't help your small or medium-sized business thrive. While profit margins and growth rates remain essential, forward-thinking companies are embracing a new framework of key performance indicators (KPIs) that measure something even more valuable: business agility. Why Traditional KPIs Aren't Enough Most businesses track outcome-based metrics... Continue Reading  

Microsoft Dynamics 365 Finance and Operations: Transforming Business Management in 2025 Revolutionize Your Business with D365 F&O: The Ultimate Enterprise Solution In today's fast-paced business environment, managing complex financial operations and supply chains demands powerful, scalable solutions. Microsoft Dynamics 365 Finance and Operations (D365 F&O) stands at the forefront of enterprise resource planning (ERP) solutions, offering comprehensive tools to transform how businesses operate across manufacturing, sales, finance, warehousing,... Continue Reading  

In Microsoft Dynamics 365 Business Central, how can we correct the dimension? You can make corrections by reversing the journal or creating a credit note for the document, which takes time and can lead to more errors. You can now correct the dimensions for G/L entries. Modification of dimension values. add a new dimension value. Remove incorrect dimensions. Before you make an adjustment, it's a... Continue Reading  

Hi, Readers. Today I will demonstrate how to edit posted sales invoice and posted purchase invoice document through Update Document action in Business Central. The functionality is available for the following documents: Posted Sales Shipment Posted Sales Invoice Posted Sales Credit Memo Posted Purchase Invoice Posted Purchase Credit Memo Posted Return Shipment Posted Return Receipt Posted Service Invoice The... Continue Reading  

 Latest Feature (Release Wave 2 (October 2024 - March 2025) As we know that managing warehouse operations is very critical for any business. By  using Microsoft Dynamics 365 Business Central's feature Multi-User warehouse entries we can now allows for the posting of multiple entries from the same warehouse, creating more efficiency and removing bottlenecks. Here's everything about the feature. What are Multi-User Warehouse Entries? Multi-User Warehouse Entries enable many users to enter warehouse receipts, shipments, picks, and put-aways concurrently. This feature ensures streamlined warehouse activities and faster processing of inventory transactions. Advantages of Multi-User Warehouse Entries 1.Efficiency: Enable the processing of the transaction with several users at the same time.  2.Scalability: Facilitate more extensive warehouse activities without slowing down or compromising the speed of transaction accuracy. 3. Elimination of Bottlenecks: Reduce delays brought about by the limitations of... Continue Reading  

Merging of Customers to remove identical debtors in Business Central Sometimes, due to some reasons new customers are created which already exists or having the same details as per the old one to overcome this issue Business Central has a solution that we can merge details of the required one with the desired one and the best benefit of this is that the entries which has been done for... Continue Reading  

People in businesses send information and documents, such as sales and purchase orders and invoices, by email every day. Administrators can connect one or more email accounts to Business Central, letting you send documents without having to open an email app. You can compose each message individually with basic formatting tools, such as fonts, styles, colors, and so on, and add attachments of up to 100 MB. Additionally, report layouts... Continue Reading  

Interaction management can be used to maintain all communication between our company, customer and vendor and using this functionality we can directly send mail which can include related documents such as Product document, sales quote, letter and many more. Also, Interaction management in Business Central encompasses various aspects, including: Customer Relationship Management (CRM): Tracking customer interactions, managing sales opportunities, and maintaining customer data to enhance service and support. ... Continue Reading  

Dynamics 365 Business Central includes a FactBox control element on many key list pages. The purpose of this FactBox is to display informations related to records in the lists, providing extra insight into the data. The idea is that as you move between rows in the list, the record updates for the selected entry. Factbox area is normally located on the Left side of the page and is used... Continue Reading  

A. Introduction Excel Reports, a built-in feature of Business Central, allow you to create analytical reports without requiring technical support or expertise. You can use this built-in functionality to create Excel reports based on existing reports in Business Central. For example, in Business Central, there is a standard report called 'Customer - Sales List.' You can export this report, analyze the data in Excel, and once your analysis is complete,... Continue Reading  

Scenario - Over Receipt of inventory items, suppose purchase order has created 100 PCS Qty but actual receipt QTY is more than 100 PCS. We can receipt more than order QTY based on over receipt. Over Receipt Setup - Type over receipt setup in global search option. Where you can add over receipt code, like below in print screen, OVERRCPT10, OVERRCPT20 and OVERRCPT30. OVERRCPT30 is approval required can be configured. ... Continue Reading  

Introduction Microsoft Dynamics 365 Business Central is a comprehensive business management solution offered by Microsoft. It is designed to help small and medium-sized businesses automate and streamline their operations, including finance, sales, purchasing, inventory, and more. Business Central offers a range of modules and features that enable organizations to manage their finances effectively. It includes functionalities for general ledger, accounts receivable, accounts payable, bank reconciliation, fixed... Continue Reading  

PLM Integration in Dynamics 365  The PLM integration framework is a configurable tool that perform execution inside Dynamics 365. The engine of this framework is the Business Integration Solutions (BIS). It follows the de facto standard for configuration. It integrates between Dynamics 365 and other systems. BIS will make sure that your data is automatically imported into staging tables.     While modifying or updating product data from your staging tables, many decisions related to product data must be made, such as:    Which type of data is already there, and how to interpret the data?    How to create new product revisions and Bill of Materials (BOM)?    How to update or overwrite existing item revisions... Continue Reading  

As you all are aware that india localization now required you to get you sales invoices uploaded on the GST portal, where you shall be getting back an unique id (i.e. IRN Invoice Reference No.). For this you need JSON file in a specified format as per GOVT, which needs to be uploaded in to GST portal. So we now Dynamics NAV 2016 comes with an standard option... Continue Reading  

Dynamics 365 E-Invoicing feature highlights Out-of-the-box integration with Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Project Operations. Consistent user experience for the configuration and monitoring of the e-invoice process for all countries and regions. Faster, easier, and less expensive adoption of electronic invoicing solutions. Configuration of the service through the Regulatory Configuration Service (RCS) and globalization feature setup. Transformation of business data into multiple... Continue Reading  

Microsoft has started creation of Docker images for Business Central 2019 Wave 2, Below are some of the updates from different Blog sites,  Saurav Dhyani Link for the updates Click Here For detail you can go to Freddys Blog Click Here. Continue Reading