D365 BC product is being improved continuously and following is the expected improvement coming in April Updates. Longer Names and Descriptions Microsoft plans to update Business Central to allow for longer name and description values. All name and description fields are being lengthened from 50 to 100 characters, providing you with greater flexibility and fewer compromises when naming or describing entities such as general ledger accounts, customers, vendors or items. The image below illustrates a Business Central vendor record where the vendor’s name has been populated with 100 characters.              

D365 BC product is being improved continuously and following is the expected improvement coming in April Updates. Auto Save Indicator The lack of a save button in Business Central may be a source of confusion for those without prior Business Central experience. Like many other modern web applications, Microsoft plans to add a saved indicator to the application. Here’s what it looks like when a change to a vendor record is underway: Notice the saved indicator when a page is initially opened (in this case the Vendor Card page). Now I’ll change the vendor’s name. Notice below how the autosave indicator updates automatically. When Business Central has finished updating the record, the autosave indicator updates once more, showing this update has been saved in the application.  

Microsoft Dynamics 365 Business Central is an all-in-one business solution built for small and mid sized firms that have outgrown their limited accounting software With its emphasis on scalability, Business Central comes with plans to fit various requirements: Essentials and Premium.               Business Central – Essentials Business Central Essentials includes applications that are essential to any ERP platform and costs just $70/user/month. Here is just a high-level look at Essentials functionality: Financial Management GL, AP, AR Allocations Budgets Fixed Assets Month/Year end closing Multiple Currencies   Supply Chain Management Inventory and purchasing control Shipment and distribution Returns and cancellations Procurement and vendor management   Warehouse Management Order Promising Warehouse Receipt/Shipment Warehouse Management Systems Automated Data Capture   Project management Capacity Management Multiple Costs Sales Invoicing, Sales Order Management Estimates Jobs, Time Sheet   Human Resource Management   Built-in CRM Functionality Contact Management Task Management Outlook Client Integration Dynamics 365 for Sales and Customer Service (optional)               Business Central – Premium Premium includes everything in Essentials, plus modules for complete Manufacturing and Service Management, enabling businesses to streamline their entire operations from end-to-end. It’s available for $100 per user/month and includes: Everything in Essentials   Manufacturing Production orders Production Bill of Materials Supply planning Demand forecasting Capacity planning Agile Manufacturing   Service Management Service Order Management Service Price Management Service Contract Management Planning and Dispatching

Introduction: ERP solutions are complex and hence it is significant for any enterprise to analyse the necessity and extract the complete understanding of the solution so as to derive the full benefits of it internally before it decides to deploy one. Having said this, Microsoft Dynamics 365 is one such platform which rather offers a clarity on the solutions. Microsoft now offers two ERP based solutions on Dynamics 365 Platforms. D365 Business Central D365 Finance & Operations The companies planning to implement D365 ERP need to choose prudently which product will suit their business requirements or best, consult their IT partner for the same. Here is the table comparison of two products which will help the decision makers to take the right decision. I have listed down product features with a general comparison view so that it is easier to understand them in a better way. General Comparison: Product/Feature D365 Business Central  D365 Finance & Operations Multiple Legal Entities Yes Yes Intercompany Postings and Consolidated Statements Yes (only within same country/localization) Yes Complete ERP with – Finance (AR/AP), Manufacturing, Logistics, Inventory, Warehousing Yes Yes Supplier Evaluation Module No Yes Quality Management Module No Yes PowerBI Embedded for Analytics No Yes Dynamics 365 Talent (Core HR, Attract, Onboard) No Yes Dynamics 365 Sales with Integration to ERP No Yes Dynamics 365 Customer Service No Yes Dynamics 365 Marketing No Yes Dynamics 365 Social Engagement (Facebook, Instagram, Twitter, etc) No Yes Dynamics 365 Customer Satisfaction Surveys No Yes Dynamics 365 Customer Support Portal No Yes Mobility (Apps for iOS/Android) Yes Yes Browser-based (Chrome, Edge, Safari) Yes Yes Dev and Production Environments Only Production Yes Minimum User License requirement No Minimum 20 Licensing Cost (US $ per user/month) $100 $200  Module Wise Comparison   D365 BC D365 FOE General Customer Type Small to Medium Medium to Large Deployment Period Short Long   Financial Management Auto Elimination Accounting – Available Consolidation Available Available Budgeting Available(Basic) Available(Advanced) Budget Control – Available Fixed and Variable allocations Available Available Ledger Allocations – Available Fixed Assets Available Available Cost Accounting Available Available Multicurrency Available Available Financial Dimensions Available (Upto 8 dimensions) Available (Unlimited) Multi-company Available Available Multi language Available Available Bank Reconciliation Available Available Electronic Funds Transfer Available Available Global Chart of Accounts – Available Multiple Posting Layers – Available Supply Chain Management Sales Orders Available Available Returns Management Available Available Sales Tax Available Available Purchase Orders Available Available Requisitions Available Available Serialized inventory Available Available Bins Available Available Assembly Available Available Inventory Transfers Available Available Procurement and sourcing – Available Global Customer & Vendor – Available Global Products – Available Advanced Warehouse Management License Plate Tracking – Available Basic Warehousing Available Available Aisle, Rack & Shelf – Available Transport Management – Available Quality Management – Available Warehouse Monitoring – Available   Production Basic Production Available Available Process Based manufacturing – Available Lean manufacturing – Available Multi Plant & Multi Schedule Planning – Available Human Resource Employee Master Available Available Recruitment Process – Available Attendance – Available Payroll – Available Performance – Available Training – Available Skill Sets – Available Project Management Job Costing Available Available Project Accounting – Available Employee Timesheets Available Available Employee Expenses – Available Schedule Board – Available System-wide Capabilities Office 365 Integration Available Available Microsoft user interface Available Available Workflows Available Available Web/mobile client Available Available E-mail Integration Available Available Document Management Available Available

Item Attributes are user-defined classifications that can be assigned to your items for ease of searching, filtering, and reporting. For example, a Marketing team could use attributes to help with classifying their items to aid in the grouping, sorting, and filtering for a catalog or website. The Sales team could use these same Attributes to search for Items while helping customers. To view Items and item attributes, navigate to Items in Business Central. Attributes assigned to a selected item display in a fact box on the right side of the screen. To modify or update attributes assigned to an item, a user simply selects the carrot in the Item Attribute fact box or selects Attributes in the ribbon from the Item Card. Setting up available Attributes Available Attributes and their allowed values are configurable. To add an available Attribute, a system admin or power user navigates to Item Attributes in Busines Central. From this window, a user can view, edit or add a new Attribute. The available Types of Attributes that can be used are as follows. Option– allows a list of options to be predefined for the user to select Text – allows free text entry of an attribute value Decimal – allows a numeric value (options not predefined) Integer – allows a numeric value – whole numbers only (options not predefined) Filtering by Item Attributes Back in the Item list view in Business Central, a user can filter their view by one or more attributes. To do this, select Filter by Attributes on the Home ribbon.   In the popup screen, the user can enter search criteria for one or more Attributes.   Search operators commonly used in Business Central such as @(ignore upper or lower case),*(wild card),<,>, etc. can be used. After clicking OK, the items displayed in the Item List will only be those items that meet the search criteria. To remove the Attributes filter and return to the full list of Items, simply click Clear Attributes Filter.  

One of the most useful shortcuts of copying above field data into new field using F8 key which was present in NAV Windows client is now available in D365 Business Central. Users can just click F8 and the data on the field above the selected field will be copied into that field. This will save lot of time specially in case of data entry.

In D365 Business Central user can cancel or correct posted invoices.  Once the invoices are posted in the system the user can go to posted Sales/Purchase invoice using Global search. Once the Posted Invoice screen opens in the menu ribbon, there is a menu for correct.  On clicking of that menu there would be two option as below : Correct: This option will create a credit memo for the invoice and will also create an open invoice so that user can make the required changes and post the invoice again. Cancel: This option will just create a credit memo. The feature of Correct & cancel of posted invoice saves lot of time of the users by automating the process of creating Credit memo.

Introduction: In this you can create the tasks for yourself and assign tasks to others or be assigned a task by someone else in your Company and you can set an expiration date, create a recurring task. User Task Functionality: Reminds the work to be done You can assign tasks to yourself or others Set start date / due dates if needed. You can Link the List pages or Reports. We can make recurrence for monthly, weekly, quarterly, or annual tasks. Set priority (High, Medium, Low) You can view and manage the assigned tasks from Role Center Create User Tasks: In global search, search for User tasks. Click on ‘New’ button for adding a task. When you click on the new button it opens up a card page to enter the details about the task. Enter a Subject, Task Description, Due Date, Start Date, and Priority. enter a ‘User Assigned to’ and optionally use the ‘Link Task to:’ of Page or Report and Set the Report or Page the task should be linked to. We can also create a recurring task by clicking on ‘Recurrence’ action. Enter the ‘Recurring Start Date’, a formula for the repeating the task and the number of occurrences and click ‘OK’. When you gave the occurrences as 12 it will create a new 12 tasks from the recurring start date. After Click ok, the tasks now show on the ‘Pending User Tasks page’ sorted by Due Date. Conclusion: We can also edit and modify the task, such as changing the user the task is assigned to, the % Complete, the Priority or the Due Date.

Dynamic 365 business central is all in one business management solution that is developed and designed in  a way that reduces your business cost and improves your business as compared to your peers. Due to its easy adaptability dynamics 365 business central development has become a favourite of thousands of companies across various industries in the world.  Built specifically for small and medium sized businesses the business center allows you to focus on your core business strategies without the need of any investments in terms of infrastructure and installation. Your business financials are managed efficiently with accurate and accelerated financial reports ensuring compliance at the same time. Business central allows you to keep your projects under budget and ensures on time delivery and ensures on time delivery by monitoring your projects with real time data on available resources. In D365 Business Central, Microsoft has provided very easy way to upload data using Microsoft Excel. For example: If an user needs to upload customers in the system , he needs to just open customer list page and click on Edit in Excel. An excel file will be downloaded. Open the excel file and click on enable editing. On the right side the Microsoft add will load and it will ask for credentials used for accessing D365 Business Central. Once the credentials are entered , user can insert the data into the respective fields and click on Publish which will upload the data in excel. The refresh button is used to get the data from the system which is already present in the D365 Business Central. After publishing just refresh the page in D365 BC and all the data will be seen. If there is any error in the excel itself it will show the no. of error and description of error so that the user can rectify it before publishing it again.

Introduction: Microsoft Dynamics NAV allows you to set up deferrals of income and expenditure. These allow you to post transactions into a particular month but then spread the financial effect over a number of periods in a way you can specify. This article explains how to set up and use this functionality. Set up: First, you need to create a Deferral Template which will define how the deferral will work. To do this, type “deferral template” in the top right hand corner of the screen and open the Deferral Template list. You should see a screen like the following:- Either click on Edit to modify an existing template or New to create a new one.  You should then see the following screen:- Fill in the fields as follows:- Deferral Account – This is the GL Account code the deferral will initially be posted to.  This would normally be a Balance Sheet account; Deferral % – How much of the initial posting is to be deferred (can be from 1% to a maximum of 100%); Calc. Method – How the deferral will be calculated.  This can be one of:- Straight-Line, where an equal amount will be applied per period from the Starting to Ending Dates specified in the schedule; Equal per Period, where an equal amount will be deferred per period; Days per Period, where the amount deferred per period is based on the number of days in that period as a proportion of the total number of days in the whole deferral period; User-defined, where the amounts for each period are entered manually. Start Date – This can be one of:- Posting Date, the Posting Date of the document that generates the deferral; Beginning of Period, the beginning of the period in which the document is posted; End of Period, the end of the period in which the document is posted; Beginning of next period. No. of Periods – How many periods the deferral will be spread over. These are only default values, as we shall see later they can be amended on individual transactions if necessary. The next step is to assign the template to transactions. The simplest way to do this is to assign it to either a G/L Account, Resource or Item.  To assign it to a G/L Account, open the Chart of Accounts list, click on the account you wish to set the template for and click on the Edit button.  You should see the following screen:- On the Posting tab, set the Default Deferral Template as required. You can now start to use the Deferral functionality.  We will use a purchase order as an example.  Create a new purchase order and add a line for the G/L Account code you assigned the Default Deferral Code to.  Add a Quantity of 1 and a Direct Unit Cost. Use the Choose Columns functionality to make sure you can see the Deferral Code field.  By default, you should able to see the code as in the screen shot below. You can add, delete or change the code if you wish. To see the effect the posted deferral will have over time, drill down on the Line button below the Lines caption on the page and click on the Deferral Schedule option. The following screen should appear:- You can amend the deferral amount and dates and change the spread of the amounts over time if needed.  If you do make any changes, you may need to click on the Calculate Schedule button at the top of the page to recalculate the deferral amounts. Now receive and invoice the order. Note: You will need to set the Posting Date range on either your User Setup record or the General Ledger Setup date range to allow you post up to the last period the deferral will cover. If you do not, you will see an error message that a Posting Date is not within the allowed posting date range. Now bring up the Posted Purchase Invoice you created when you invoiced the order and click on the Navigate button.  If you view the G/L Entries for the invoice you should see something like the following:- As you can see, the cost has been posted to the deferrals g/l account rather than the account specified on the purchase order and the first month has then been reversed out and posted to the original account in accordance with the deferral schedule. Note that you cannot see the reversals of the deferral over the subsequent month of the schedule. To display these, remove the filter of the Posting date by clicking on the red x button immediately to the left of it.  You should now see the following screen:- Conclusion: As you can see, this shows the original entries and the entries that reverse out the deferral over the period of the deferral schedule. This Feature of Deferral is Available after NAV 2016 version only.