Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (May-Jul 2024) from MADIC dynamics

Ian Grieve1 minute read0 comment

MADIC dynamicsEvery month, on the third Tuesday, at MADIC dynamics we will be presenting a Knowledge Hub Webinar on Microsoft Dynamics 365 Business Central and related products; I will be presenting some of the webinars, but other consultants will be getting involved as well, so there will be a variety of presenters through time.

We aim to have the next three monthly Knowledge Hub Webinars scheduled and details of them available. The next three webinars, starting next month, are:

Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (May-Jul 2024) from MADIC dynamics

What’s New in Business Central 2024 Wave 1

Tuesday, 21st May 2024 – 14:00-14:45

Discover the upcoming new features in Microsoft Dynamics 365 Business Central 2024 Wave 1.

Register Here
Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (May-Jul 2024) from MADIC dynamics

Upgrading (to) Business Central

Tuesday, 18th June 2024 – 14:00-14:45

Learn the ins and outs of upgrading NAV to Business Central and the steps to upgrade to new versions of Business Central.

Register Here
Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (May-Jul 2024) from MADIC dynamics

Document Capture for Business Central

Tuesday, 16th July 2024 – 14:00-14:45

Scan documents and create invoices in Business Central using Continia Document Capture.

Register Here
PrintFriendlyLinkedin

In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

I am doing some work implementing Business Central for a company which will be changing their name before too long and there was a short debate about whether the environment was to be created using their current name or the new name, in advance of the name changing. However, this isn’t actually too important a point as it is pose to rename environments in Business Central.

error Important

Changing an environment name requires the environment to be restarted so it is strongly recommended to do this when no users are active in Business Central.

To do this, you need to open your Admin Panel, which you can do from within Business Central by clicking the settings cog and then Admin Panel. when the admin panel opens, drill into the environment to be renamed and click the Rename button:

Environment to be renamed, with the rename button ringed in red

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment”

PrintFriendlyLinkedin

MADIC dynamics Knowledge Hub Webinars: Jet Reports & Business Central

Ian Grieve2 minute read0 comment

MADIC dynamicsIn our most recent webinar here at MADIC dynamics, we took a look at Jet Reports & Business Central.

If you want to catch up on this webinar, you can do so here.

  1. Introduction
  2. Available Functions
  3. Conclusion

Introduction ^

In this webinar we took a look at Jet Reports & Business Central. Jet Reports is (probably) the leading reporting software which is used with Business Central, and NAV before BC.

It allows you to report from any table, standard or third party, from Business Central which means that you can do financial or operation reporting, and in a very flexible way.

This webinar introduced the basics of the tools available in Jet Reports, with specific reference and example of the Table Builder.

Continue reading “MADIC dynamics Knowledge Hub Webinars: Jet Reports & Business Central”

PrintFriendlyLinkedin

In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

One thing I wasn’t initially aware of when you create a company in Business Central, is that the company actually has two names; there is the Name and the Display Name. When you create a company, you specify the name and the display name is set to the same value.

I was talking to someone about a Business Central company the other day and something came up which made me wonder about changing the name of the company.

When I looked into it, I found three relevant pieces of information:

  1. The Name cannot be changed once a company has been created, as this is used in the table names in the database. If you want to change this, then you would need to make a copy of the company and delete the original.
  2. The Display Name can be changed, through the Companies (357) list page (more on this below).
  3. The name used on the document outputs in Business Central is neither of these and must be defined in the Company Information (1) page (more on this below, too).

To change the Display Name of a company, search for and open the Companies page; click the Edit List button and change the name of the company in the Display Name column:

Companies page in edit mode

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company”

PrintFriendlyLinkedin

In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View

Ian Grieve1 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

A while ago, in this series, I covered how to use list pages in Business Central and also posted some links to advanced filtering techniques; one thing oyu can do with list pages is save your filter options so you don’t need to set them up again, time after time.

I also demonstrated this in the articles on creating goods received not invoiced and goods shipped not invoiced reports.

The issue is that when you save those filters, you are saving them only for yourself; no-one else can see them.

There is a solution to this issue though, and it is as simple as sharing the link to the report; when another user opens the link you’ve sent them, the filters, contained within the link, are applied and they can save the filtered list themselves.

To do this, configure the filters you want and click the Share button in the top right and select Copy link:

Share menu pn list page

This places the link on your Windows clipboard, allowing you to share it in anyway that you want, although it has to be noted, the link will not give people access to a page to which they don’t have access in Business Central.

You can also do a Share to teams:

Share link to Microsoft Teams

In Microsoft Dynamics 365 Business Central, how do I…

In Microsoft Dynamics 365 Business Central, how do I…
In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial
In Microsoft Dynamics 365 Business Central, how do I… Get Access to the Microsoft 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Create a Company
In Microsoft Dynamics 365 Business Central, how do I… Copy a Company
In Microsoft Dynamics 365 Business Central, how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With Cronus
In Microsoft Dynamics 365 Business Central, how do I… Access Dynamics BC Admin Centre
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With a Copy of Production
In Microsoft Dynamics 365 Business Central, how do I… Create a User
In Microsoft Dynamics 365 Business Central, how do I… Add a User In 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Add a User in Dynamics BC
In Microsoft Dynamics 365 Business Central, how do I… Change My Role
In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center
In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from "Essentials" to "Premium"
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Update Rollout Timeline
In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Date
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Window
In Microsoft Dynamics 365 Business Central (Administration), how do I… Extend Trial
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Types of Pages Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Know Which Keyboard Shortcuts Are Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use List Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Advanced Filters on Lists
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Card Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the FactBox
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Action Bar
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Worksheet Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the On-premise Lifecycle Policy
In Microsoft Dynamics 365 Business Central (Administration), how do I… Start a Free Trial (Updated for the new "customised trial")
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand General Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Specific Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Tax Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Business Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Product Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo
In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Customising a Card Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment
In Microsoft Dynamics 365 Business Central (Customization), how do I… Understand the Difference Between Personalization vs. Design
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand G/L Account Categories and Subcategories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain G/L Account Categories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Types of G/L Account Available
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a G/L Account
In Microsoft Dynamics 365 Business Central (Financial), how do I… Indent Chart of Accounts
In Microsoft Dynamics 365 Business Central (Finance), how do I… Understand Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Global and Shortcut Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Posting Group
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create the Inventory Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Difference Between Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse User
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Different Levels of Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Shelves
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Enable Processing of Inventory Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Add Bins to a Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Stock Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Picks in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Receipts in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Warehouse Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Put-aways to Use the Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Shipments in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Shipments
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock at a Customer Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock in My Warehouse
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Stock On a Van
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Remove a Warehouse/Location from Use
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Create a Vendor Posting Group
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Produce a Goods Received Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Keep Invoiced Purchase Orders
In Microsoft Dynamics 365 Business Central (Sales), how do I… Create a Customer Posting Group
In Microsoft Dynamics 365 Business Central (Sales), how do I… Produce a Goods Shipped Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Sales), how do I… Keep Shipped Sales Orders
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Understand For What Power Automate can be Used
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Types of Flows Are Available
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Actions Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Triggers Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Flow Templates Are Available from Microsoft
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create Environment Variables for the Environment and Company
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Instant Flow
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… An Alternative to Environment Variables
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Flow for Business Central From a Template
In Microsoft Dynamics 365 Business Central (Development), how do I… How to Upload an Extension

In Microsoft Dynamics 365 Business Central (Administration), how do I…

In Microsoft Dynamics 365 Business Central (Administration), how do I…
In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial
In Microsoft Dynamics 365 Business Central, how do I… Get Access to the Microsoft 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Create a Company
In Microsoft Dynamics 365 Business Central, how do I… Copy a Company
In Microsoft Dynamics 365 Business Central, how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With Cronus
In Microsoft Dynamics 365 Business Central, how do I… Access Dynamics BC Admin Centre
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With a Copy of Production
In Microsoft Dynamics 365 Business Central, how do I… Create a User
In Microsoft Dynamics 365 Business Central, how do I… Add a User In 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Add a User in Dynamics BC
In Microsoft Dynamics 365 Business Central, how do I… Change My Role
In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center
In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from "Essentials" to "Premium"
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Update Rollout Timeline
In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Date
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Window
In Microsoft Dynamics 365 Business Central (Administration), how do I… Extend Trial
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Types of Pages Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Know Which Keyboard Shortcuts Are Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use List Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Advanced Filters on Lists
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Card Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the FactBox
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Action Bar
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Worksheet Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the On-premise Lifecycle Policy
In Microsoft Dynamics 365 Business Central (Administration), how do I… Start a Free Trial (Updated for the new "customised trial")
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand General Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Specific Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Tax Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Business Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Product Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo
In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment
PrintFriendlyLinkedin

Splitting a Table on a Microsoft Dynamics 365 Business Central Word Template

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis technically isn’t a Microsoft Dynamics 365 Business Central issue, but I encountered it when working on a Word template from Business Central. The same action will work for any table in Microsoft Word regardless of what data is in the table.

I was doing some work for a client, adapting the layouts of the Word templates used to produce documents such as the sales invoice. The client asked me if it was possible to pin the footer of the document to the bottom of the page instead of having it floating up and down with the invoice lines.

I figured this might be possible to do, if I could have them in a separate table. I had a fiddle around with it and realised the option to split a table was exactly for what I was looking. When you have the cursor inside the table where you want the table to be split, select the Layout tab on the action pane and, in the Merge section, click Split Table:

MS Word showing the Spit Table button

From the cursor down, the existing table will now be split into two.

PrintFriendlyLinkedin

Preview of Microsoft Dynamics 365 Business Central 2024 Wave 2 Investment Areas

Ian Grieve1 minute read0 comment

Microsoft Dynamics 365 Business CentralMicrosoft have released a preview of some of the functionality slated for Microsoft Dynamics 365 Business Central 2024 Wave 2.

The functionality has been broken down into two areas:

  • AI powered business
  • World class service
Microsoft Dynamics 365 Business Central 2024 Wave 1 Preview slide with details repeated below

Continue reading “Preview of Microsoft Dynamics 365 Business Central 2024 Wave 2 Investment Areas”

PrintFriendlyLinkedin

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Access Worksheet Pages from Mobile Phones

Ian Grieve4 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 4th of the new functionality in the User experiences section is Access worksheet pages from mobile phones.

Expanding access to more Business Central areas from a mobile device is essential these days as more users are choosing this way of working. Until now, you couldn’t open worksheet pages from your phone. Now you can, making it more convenient to work with Business Central from anywhere using the device of your choice.

Enabled for: Users, automatically
Public Preview: Apr 2024
General Availability: Apr 2024

Feature Details

With this feature, we’ve enabled special, simplified access to pages of the type ‘worksheet’ from mobile phones. Previously, this page type was only available on the Business Central mobile app from tablets or desktops.

Using a method similar to document pages, worksheet pages are rendered in a simplified version that includes a shortened header section, all worksheet lines, and a footer summary section.

To edit data, simply tap the desired area, make changes, and confirm using the Save or Back button. This feature allows even complex worksheet pages to be easily operated on mobile phones.

This feature requires Business Central version 24.0 or later and applies to Android phones and iPhones.

Worksheet pages on a phone device

My Opinion

I am not a huge fan of using a mobile phone for anything complex as I think that the screen is far too small to work effectively. However, I also know many other people who will happily do quite involved things on their phone, and this enhancement looks to be for that type of person; it is good to see that more and more of Business Central is becoming widely available on devices of all sizes.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
Add Table and Field Mappings for Existing Integration Tables
Find a Matching Record in a Power Automate Flow
Archive Projects
Usability Improves for Service and Projects
Use Deferral Codes in Purchase and Sales Journals
Define a Service Invoice Posting Policy for Various Users
Define Default Location for Project or Project Phase
Block Item, Item Variant or Service Item from Use in Service Management transactions
Connect Business Central With Shopify B2B
Set Up Financial Consolidation Runs More Efficiently
Simpler Shopify Connection
Use General Ledger Account Revaluation for More Accurate Financial Statements
Get More Productive While Entering Time Sheets
Create Projects That You Can Invoice to Multiple Customers
Assemble to Project
Invoice a Customer for Multiple Projects
Use New Excel Layouts for 35 Selected Reports
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Manage Work Orders in Field Service, Invoice Them in Business Central
Manage Document Attachments in Service Items and Documents
Export and Import Multiline Text Using Configuration Packages
Correct Errors in Service Invoices
Prevent Editing Number Series on Service Documents and Cards
Be More Productive When Approving Time Sheets
Inventory Package Numbers Work Like Item Tracking Dimensions
Assign Salesperson to Customer Ship-to Addresses
View Incoming Documents in Archived Quotes and Orders
Introduce Power Automate Copilot Integration with Business Central
Map e-Documents to Purchase Order Lines with Copilot
Create Sales Lines Easily with Copilot
Extend Copilot Using Richer Development Tools
Get to Insights Faster with Copilot-Generated Analysis Tabs
Complete Bank Account Reconciliation Faster With Copilot
Create Product Information Faster with Copilot
Learn More About Fields with Copilot
Chat with Copilot
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
Handle Multiple File Uploads and File Drop Zones
Debug the System Application
Remove Friction When Working with External App Dependencies
Use In-client Page Scripting Tool for Acceptance Testing
Use AL-controlled Barcode Scanning For All Scenarios
Write flexible and performant code with NumberSequences
Use the OData V4 IN Operator in Web Service Queries
Define Extension Objects in Same App as Their Base Object
Use Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Encrypt Data At-Rest with Customer-Managed Encryption Key
Allow Customers to Consent to Microsoft Support Accessing Their Data
Link Business Central Environments to Power Platform Environments
Copy Companies with Dataverse Integration Safely
View and Filter Users With Additional User Details
Control partner access per environment
See VAT Date in Posting Previews
Automate Country of Origin Listed for Item Tracking Code in Intrastat Reporting
Achieve Sustainable Compliance with Business Central
Discover Report and Data Analysis Content Easily
Use Drag and Drop to Attach Multiple Files
Use Actions to Navigate and Highlight or Fix Platform-Generated Errors
Share Error Details to Get Help from Another User
Access Worksheet Pages from Mobile Phones
PrintFriendlyLinkedin

Microsoft Excel Showing Formula Instead of Result

Ian Grieve2 minute read0 comment

Microsoft OfficeI was doing some work with a client a while ago and encountered a problem with Excel where it was showing me the formula in a call, rather than the result of the formula. I have no idea if the spreadsheet was sent to me with the formulas set this way (I’m not sure if this is possible) or if I inadvertently hit the keyboard combination to enable the setting at some point (Alt + M and then Alt + H).

It took me longer than it should have done to revert Excel back, so I am posting this as a reminder should it happen again.

To switch this setting off, select the Formulas tab on the action pane and, under Formula Auditing, click Show Formulas, which will toggle the setting off (or on if it is currently off):

Excel example showing formulas and the Show Formulas button highlighted
PrintFriendlyLinkedin

VAT Bus. Posting Group Error in Get Shipment Lines in Microsoft Dynamics 365 Business Central

Ian Grieve4 minute read0 comment

Microsoft Dynamics 365 Business CentralWhile working with a client recently to implement Microsoft Dynamics 365 Business Central, they reported an error to me during UAT when trying to test the sales process. They’d raised and shipped a sales order and were now trying to use the Get Shipment Lines function on the Sales Invoice page, but when selecting the shipment lines they were receiving this error:

Error using Get Shipment Lines function

VAT Bus. Posting Group must be equal to '' in Sales Shipment Line: Document No.=100022. Current value is 'UK'.

I did a little investigation with them and discovered that the error was for a single customer; shipment lines for other customers could be selected without problem.

It turned out the root cause was that the customer did not have a VAT Bus. Posting Group selected on the customer card; this field would default to the sales order header and then pull through to the order lines as they are added. Because it was missing, the user had manually added the VAT details to the order lines, but not the header. When the sales invoice was raised, the VAT Bus. Posting Group did not default to the header, so when the shipment lines were selected there was a mismatch resulting in the error message.

Once the VAT was added to the header (and the customer card so it would default in future), the sales shipment lines could successfully be added to the invoice.

I had advised the customer that customer templates should be used to default in the required fields on customers as they are created, but they had not done this. A customer template created for each geography (UK, EU, ROW) would have allowed the VAT Bus. Posting Group, and other posting groups and fields like payment terms, to default when the customer was created.

PrintFriendlyLinkedin