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 environment. Considerations and Limitations: Environments can be restored up to 10 times per calendar month. Restoration is limited to the same Azure region and country as the original environment. Preparation before Restoration: Before restoring an environment, it’s essential to communicate the plan within the organization, restrict user access, and consider renaming the environment to avoid conflicts. Restoration Process: 3. Click on Restore 4. In the restore environment window select date and time to which you want to restore the environment. 5. Select the type of environment such as sandbox or production. 6. Name for restored environment. 7. Click on restore. Important point: You can restore your production environment into a new production environment even if doing so results in exceeding your number of environments or database capacity quotas. You can however only exceed this quota by one extra production environment, regardless of how many production environments you have available for your subscription. This capability is provided as an exception, to ensure that you can always restore your production environment in critical situations. You must return within your quota within 30 days following the restore by either removing the original production environment or by purchasing an additional production environment. Once the data in the restored database meets your expectations, activate the users, initiate the work queues, and notify your organization that the environment is once again available for use and that the restoration procedure is now complete. Hope this helps!

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 to create an opportunity. On the salespeople card page, select opportunities action –> selected salesperson opportunities page will open up –> user can create new by clicking on New action. If opportunity is created through salespeople then salesperson code is automatically generated. Globally search “Contact” and select related link. Contacts list page will open up, user can select the contact for which opportunity has to be created. Click on Home –>Create Opportunity for new opportunity. Click on Contact–> Open Opportunity (To view existing opportunity of selected contact) If opportunity is created through contact then contact name is automatically generated. No. – This field is auto generated based on the set no. series. Description – Description of the opportunity. Contact no. – User can select existing contact or create new. Contact name: Contact name is auto generated based on contact no. Phone/mobile/email: Auto generated from contact card page. Contact company name: This field is auto generated from contact card page Salesperson code: if opportunity is created through salesperson then this field is auto populated, if not then user can manually select the salesperson. Campaign no. User can select specific campaign to link with the opportunity. Priority: The default priority is set as normal. Other priorities are Low and High. Sales Cycle code: This is a setup. (To know more refer part 1 of this blog) Status: The status field is updating automatically. Closed: Specifies if the opportunity is closed. Creation date: Opportunity creation date  Date Closed: Specify the date the opportunity was closed. Segment no.: User can link segment to the opportunity. (If any) Sales cycle stages To start the sales cycle, user can click on “Activate first stage” To move an opportunity through sales cycle stages: Sales cycle stage is automatically updated Fill in the rest of the details as necessary. To Close opportunity When the negotiations are finished, you can close the opportunity. When closing an opportunity, you can specify whether it was won or lost, as well as why it was closed. To specify a reason, you must set up closed opportunity codes. To Create Sales Quote To Create Sales Order To Delete Opportunities After you have deleted an opportunity, it is removed it from the Opportunity List page. Conclusion Microsoft Dynamics 365 Business Central provides a robust framework for creating opportunities and processing sales seamlessly. By following this step-by-step guide, you can harness the full potential of Business Central to optimize your sales processes, enhance customer relationships, and drive business growth. Hope this helps!

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 build up sales cycles and sales cycle stages before you start working with opportunity management. When creating opportunities, you should include details such as the contact, salesperson, sales cycle, and dates as well as your estimates of the opportunity’s sales value and success odds. Set up Opportunity Sales cycle Codes: Set up Opportunity Sales cycle Stages: On the Sales Cycles page, select the line for which you want to set up stages, and then choose the Stages action. The Sales Cycle Stages page opens. Stage: Specify the stage number. Description: A description for particular stage Completed %: Specifies the percentage of the sales cycle that has been completed when the opportunity reaches this stage. Chances of Success %: Specifies the percentage of success that has been achieved when the opportunity reaches this stage. Activity Code: User can select the activity Code for particular stages. (Activities have to be created separately) Quote Request: this check box puts a validation on that particular stage to request quote. Allow Skip:  this check allows user to skip that stage. Date Formula: Specifies how dates for planned activities are calculated when you run the Opportunity – Details report. Comment: Specifies if comments exist for the selected stage. (To add comment on any stage, navigate to Related –> Sales cycle –> Comments) Set up activities with task: You can combine multiple task, in an activity. A task represents a step in the activity. You can assign activities to opportunities, salespeople, or contacts. Assign tasks or activities of tasks to opportunities. The following procedure describes how to assign activity tasks to opportunities. The steps are similar when you assign tasks to salespeople and contacts. I will be demonstrating how to create Opportunity and Process sales Opportunities in part 2. Hope this helps!

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 journal line entries for future usage. Steps to save Standard Journal Enter the ‘Code’ and ‘Description’ to uniquely identify the journal. Users can even enable the ‘Save Amount’ toggle button to save the amounts on the journal.  Steps to Reuse Standard Journal Please note: The changes made on journal lines will not reflect on the saved template. Conclusion This feature of Dynamics 365 Business Central is very useful for users who are working with Journals that are recurring in nature. Hope this helps!

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. Pre-requisite Microsoft Dynamics 365 Business Central (On-premise/SaaS) Steps Globally search for “Configuration Worksheet” and click on the related link. Configuration Worksheet page opens up. Fill in the table you want to copy. Then click the ‘Copy Data from Company’ button on the action bar as shown in the below screenshot. Also, to use this function the ‘copy data from’ company table must have records and the ‘copy data to’ company table must have no records. A Pop- up page appears allowing the user to select the company from which data will be copied. The no. of records will be shown of the selected table. If the table selected has no records then the line won’t appear. If there are no issues, click on ‘Copy data’ action and a confirmation message will pop up before proceeding. A confirmation message pops up mentioning the data has been copied successfully. Other Actions Get Tables: Click on ‘Prepare’ on the action bar, there you will find the ‘Get Tables’ button. This lets the user add tables by using filters as shown in the below screenshot. Get related tables: User can find another button by clicking ‘Prepare’ and in that ‘Get related Tables’. This function adds all Vendor-related tables and fields anchored on other tables. Please note: Table relation with filtered view and conditional table relations are not considered here. Delete Duplicate lines: Users will find this button under the ‘Prepare’ action. This function deletes duplicated lines as shown in the below screenshot. The vendor line was repeated, by using this function it deleted duplicate lines. Conclusion: In this blog, we learned about copying data from multiple companies into the current company by using a configuration worksheet. Hope this helps!

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 was posted during a closed inventory period, the adjustments’ value is posted on the first day of the first open inventory period. This ensures that once the financial statements have been printed for a month, the G/L value of inventories, costs, and cost of goods sold do not change. CREATING INVENTORY PERIOD Many companies manage inventory the same time they manage accounting Period. Steps to access inventory period: Go to ‘Accounting Period’ Click on ‘Process’, there you find ‘inventory period’  OR You can simply Go to ‘Inventory Period’ from Global Search. STEPS TO CREATE AN INVENTORY PERIOD. Click On the search icon and enter Inventory Period, select relevant link.  Create a new line In the Ending Date Field, enter the last date in the inventory period that you want to define. When the period is closed, you will not be able to post inventory changes before this date. Enter a descriptive name in the Name field. CLOSING INVENTORY PERIOD. The Closed parameter specifies whether the inventory period is closed to changes in inventory value. This field is not editable. You can close any inventory period if the following conditions are met In that time period, there are no open outbound item ledger entries, showing negative inventory. The Adjust Cost – Item Entries batch job was used to adjust the cost of all goods. This means that any outbound transaction quantities must be applied to existing inventory numbers, such as those from sales orders, outbound transfers, sales invoices, buy returns, or purchase credit notes. TO CLOSE AN INVENTORY PERIOD Before closing an inventory period, choose the Adjust Cost – Item Entries action to ensure that all cost adjustments are posted.Run the Close Inventory Period – Test report to determine if there are any open outbound item entries within the inventory period or any items whose cost has not yet been adjusted. Choose the Close Inventory Period – Test action.Run the Post Inventory Cost to G/L batch job to ensure that all costs are posted to the general ledger. Choose the Post Inventory to G/L action. On the Inventory Periods page, select the inventory period you want to close. Choose the Close Period action. After the inventory period has been closed, you cannot post inventory changes before the ending date. The cost of all items must be adjusted with the Adjust Cost – Item Entries batch job before you close the inventory period. Choose the Yes button to confirm that you want to close the period, or choose No to cancel the closing. The inventory period is closed and a confirmation message is displayed when it is finished. REOPEN INVENTORY PERIOD It is not possible to delete an inventory period once it has been closed. You can, however, reopen it if you want to allow posting before the inventory period’s expiration date. When you reopen a period, it also reopens other inventory periods with ending dates later than the reopened period. TO REOPEN AN INVENTORY PERIOD Choose the icon, enter Inventory Periods, and then choose the related link. Select the inventory period you want to reopen. Choose the Reopen Period action. Confirm that you want to reopen the period. All inventory periods with ending dates later than the period you selected are reopened. Thank you for reading. Hope this helped. 🙂

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 the Bank account Card Page, select ‘Bank Account’ and then ‘Statement’ 4.Select the statement for the bank account reconciliation that you want to reverse, and select Undo. 5. Select Yes When you undo a previously posted bank reconciliation, the entries are relocated to the Bank Reconciliation page and are marked as Open, indicating that they have not been reconciled. The bank reconciliation can then be corrected and re-posted. The bank account card provides the bank statement number and the balance from the last bank reconciliation. This indicates that the new bank reconciliation has a different number than the cancelled one. You can use the Change Statement No. action on the Bank Acct. Reconciliation page to use the same number as the cancelled bank reconciliation. Follow these steps to modify the number of a bank account reconciliation: 1. Go to Global Search icon and type in Bank Account Reconciliation, and then select the relevant link. 2.Change Statement No. after selecting Actions. 3. Enter the number you want to use in the New Statement No. area, then click OK. The Last Statement No. and Balance Last Statement fields on the bank account card are updated after the bank reconciliation is posted. This means that if the bank reconciliation you just completed isn’t the most recent, you may need to manually edit the Last Statement No. and Balance Last Statement fields on the bank account card. Thank you. Hope this helps! 🙂

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 usually is 1M but can be modified to weeks or quarters. Click ok and a new accounting period is created. CLOSE ACCOUNTING PERIOD Step1. Select Process action and then click on Close Year Step2. System pops up a message stating the start and end date and once the period is closed it cannot be undone. Once you click OK, the closed and data locked column is check true. After Closing the accounting period, we need to close the Income Statement. Step1. Globally search “Close Income Statement” and select the related link Step2. The Fiscal year ending date is automatically filled by the system Step3. Select the journal template you need to post. For Journal batch, create a new batch that can be uniquely identify year end. Step4. Fill in all the necessary details. Click OK and Journal lines are created Step4. Navigate to General Journal and select the batch name Check if the balance is correct before posting.  (First preview post the entries to verify the G/L entries) Step5. Post the journal lines. After posting check the retaining earning account. Hope this helps! Thank you.

 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 Merge Duplicate Customer Data. 1. In the Customer list below, the Original Customer no. 5000 has higher balance then the duplicate customer no. C00010 . The correct Contact, Mr Jim Halpert is set for duplicate Customer. 2. Now to Merge the duplicate Customer no. C00010 to Original Customer no. 5000, Open the Original Customer card and click on ‘Actions – Function – Merge with’ 3.The Merge duplicate page will open up, in the Merge with Field, enter the duplicate Customer no. In the fields FastTab, we can override the field value. In this case, check the Override box for contact as it needs to be linked to the original Customer. After updating the fields, now we can hit the Merge button on upper left corner. 4. A message will pop up, warning the user that the merging cannot be undone. The duplicate customer will be deleted permanently and data will be combined with original customer. 5. Now if we go back to Customer List, the duplicate Customer is deleted. The balance of Original customer has Increased. The relevant posted sales shipment and Posted sales Invoices are updated with duplicate customer’s data. 

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 will post the transaction accordingly. Receivable Account: This is a summary account where all the entries from customers will end up in balance sheet. Service Charge Account: This is a fee account where any fee you Charge to the customer when invoicing will end up here. Payment Discount Dr. Account: This account represents cash discounts given to the customers, then the sum representing the difference in original amount and what they’ve actually paid. This will be in debit field. Payment Discount Cr. Account: This account represents cash discounts given to the customers, then the sum representing the difference in original amount and what they’ve actually paid. This will be in credit field. Interest Account: It is an account to which, if you issue reminders or finance charge memos with interest on them, this interest revenue will be posted to this account. Additional Fee Account: This is where the reminder fees and finance charge momos will be posted when they are issued. Add. Fee per line Account: This is where reminder account will be posted if you have a reminder amount on each line of your remainders. Invoice rounding Account: This is where invoice rounding will be posted. Debit Curr. Appln. Rndg. Acc/ Credit Curr. Appln. Rndg. Acc: Both accounts are same except one is Dr and other is Cr. This account is particularly used when you are applying an entry on your customers from different currencies. E.g. Invoice is in USD but payment is in EUROS, in this case rounding difference will be posted to this account. Debit Rounding Account/ Credit Rounding Account: This is same as above mention field except the difference is of same currency and needed a slight adjustment. These accounts will therefore be used to Debit or Credit respectively.  Payment tolerance Debit account/ Payment tolerance Credit account:  These accounts are used to have a payment tolerance towards customers. e.g. If the customers is Invoiced USD 105 but customer pays only USD 100, and you have set a tolerance for 5USD which means the difference will be posted to these two accounts.  Assign Customer Posting Groups to Customers 1. In the search option, enter Customers and then choose related link. 2. Open a Customer Card. 3. Expand Invoicing Tab, in Customer posting group field enter relevant details. VENDOR POSTING GROUPS Vendor Posting Groups determines the account payable account. 1. In the search option, enter Vendor Posting Groups and then choose related link. 2. In the Code Field, type unique identifier. 3. In the description field, type description of Vendor posting group. 4. In each relevant account field, enter the G/L account  that will post the transaction accordingly, Payables Account: This is a summary account where all the transaction from vendors will end up in balance sheet. Service Charge Account: This is a account where you can put any service charge that might come from the vendor. Payment Discount Dr. Account: If you pay your vendor ahead to time and get a cash discount, a debit entry will end up in this account. Payment Discount Cr. Account: This account represents cash discounts given to the customers, then the sum representing the difference in original amount and what they’ve actually paid. This will be in credit field. Invoice Rounding Account: This account is used when an invoice from the vendor has to be rounded. Debit Curr. Appln. Rndg. Acc/ Credit Curr. Appln. Rndg. Acc: This account is used when the different Currencies have to be applied to each other and rounding has to be carried out. Debit Rounding Account/ Credit Rounding Account: This is used when you settle the outstanding amount in same currency but a little rounding off is to be done. Payment tolerance Debit account/ Payment tolerance Credit account: These accounts are used to have a payment tolerance towards vendors. Assign Vendor Posting Groups to Vendors 1. In the search option, enter Vendors and then choose related link. 2. Open a Vendor Card. 3. Expand Invoicing Tab, in Vendor posting group field enter relevant details.