Introduction: This comprehensive guide provides administrators with a step-by-step process for restoring Microsoft Dynamics 365 Business Central environments to a previous state within the retention period. Users with Restore Permissions: Only specific users, such as internal and delegated administrators, can restore environments. These users must also have the D365 BACKUP/RESTORE permission set in the relevant … Continue reading Restoring an Environment in Business Central. →

Introduction: A Step-by-Step Guide to Creating Opportunities and Processing Sales in Business Central Pre-requisites for creating Sales Opportunities: Create Sales Opportunities You can create opportunities from the Opportunity List page. Typically opportunities are created from a specific contact or salespeople. Globally search “Salesperson” and select related link. Select the salesperson from the list for whom you want … Continue reading Opportunity to Sales cycle – Part 2 →

Introduction: In this blog I will demonstrate the set ups for opportunities. The sequence for setting up opportunity to sales cycle is as follows: Opportunities: Any inbound lead could be viewed as a potential sales opportunity. You can make opportunities and link them to certain salespeople to keep track of possible sales. You must first … Continue reading Opportunity to Sales Cycle – Part 1 →

Introduction In this blog, I will demonstrate using Standard Journal functionality in Dynamics 365 Business Central. Standard Journal Standard Journals provide users with the benefit of saving transaction details and utilizing them at a later stage. Consider monthly expense payments, users will manually enter the details for the current month’s initial payment and save the … Continue reading Use of Standard Journal in Dynamics 365 Business Central →

Introduction In this blog, I will demonstrate how to copy data between different companies using configuration worksheet. Previously we could only use Configuration packages or copy the company to copy data between companies. By using the Configuration worksheet users can copy data from specific tables in companies to their respective table in the current company. … Continue reading Copy data between different companies using Configuration Worksheet →

Inventory periods are used to keep track of when inventory adjusting entries are posted. Unless inventory periods are closed on a monthly basis, adjusting entries will post in the same period as the original transaction. Inventory adjustments will not be posted in that period if you create and close inventory periods. If the initial transaction … Continue reading How to Create Inventory Period in Business Central. →

If you find a mistake in a posted bank reconciliation, you can correct it using the Undo action on the Bank Acc. Statement page. Steps to undo a Bank reconciliation: 1. Go to ‘Bank Account’ from the global search icon. 2. Select the bank account for which you want to undo the statement. 3. Open … Continue reading Undo Bank Reconciliation in Business Central. →

CREATION OF ACCOUNTING PERIOD. Step1. Globally search “Accounting Period” and click on the related link. Step2. To create a new accounting period, select process and then click Create year. Step3. By default, system will have a starting date as per the last created accounting period. The no. of periods is 12 by default Period length … Continue reading Create Accounting period in Business Central. →

 Scenario: A Business Central User receives a Sales order, the user then created a new customer and linked the new contact to it. The user Created a Sales Order and Posted it. Later found out that the user has created a duplicate customer. The new contact should be linked to Original customer. Steps: How to … Continue reading How to Merge Duplicate Customer Data in D365 Business Central →

CUSTOMER POSTING GROUPS Customer Posting Groups determines the account receivables account.  1. In the search option, enter Customer Posting Groups and then choose related link. 2. In the Code Field, type unique identifier. 3. In the description field, type description of Customer posting group. 4. In each relevant account field, enter the G/L account  that … Continue reading Fields in Customer and Vendor Posting Groups in D365 Business Central →