Introduction Are You Quick Enough with Your Decision-Making? 73% of Businesses Say No. In today’s data-driven landscape, a whopping 73% of businesses confess they find it tough to make quick, informed decisions because their reporting tools are outdated or just not cutting it. Are you in the same boat? If yes, it might be time … Continue reading Reports in Business Central ERP That Set You Apart From the Competition →

Introduction In Dynamics 365 Business Central, processing a customer refund is a simple yet important task that ensures accurate financial management and customer satisfaction. Whether a customer has overpaid or requires a refund for another reason, Business Central provides a straightforward process to handle these transactions efficiently. In this guide, we will walk you through … Continue reading Issuing a Customer Refund in Dynamics 365 Business Central →

Introduction: The 2024 Wave 1 release of Microsoft Dynamics 365 Business Central introduces a new feature called Page Scripting. This tool is designed to enhance User Acceptance Testing (UAT) by allowing users to record and replay their actions within the Business Central. This capability streamlines the UAT process by automating repetitive tasks and ensuring consistency … Continue reading Introducing the Page Scripting tool in D365 Business Central. →

Introduction:  Many Businesses supports buying and selling items with different unit of measures. How to configure this in Business Central without showcasing your inventory in decimals. Let’s take an example: We will be buying the goods always in dozen whereas we can sell the items in PCS or CARTONS. Steps to achieve the goal: 2. … Continue reading How to Setup Alternative Unit of Measure in Business Central →

Introduction: Creating a tenant in Microsoft Entra-ID or Azure Active Directory (AAD) is a simple process that can be accomplished through the Azure portal. The portal serves as a centralized hub for managing Azure Active Directory and executing various administrative tasks, including the creation of a new tenant. Additionally, this blog will cover how to … Continue reading Tenant Creation and User Permissions for Business Central using Azure Portal →

Introduction: The Transfer Environment feature in Microsoft Dynamics 365 Business Central allows you to seamlessly move an environment from one Microsoft Entra tenant to another. Here are the key points: Purpose: Self-Service Process: Steps: This streamlined process enhances flexibility and efficiency for managing Business Central environments across different tenants. Pre-requisites: Steps: 2. We are going to transfer “Shubham” to … Continue reading Transfer Environment in Business Central →

Introduction: It is crucial for the management team to track the client’s utilization of the system as a key metric for assessing the project’s success and the value it brings to the client. To facilitate this monitoring process, I have developed a utility that can automatically generate and send reports to the management team, detailing … Continue reading Optimizing Project Impact: Continuous Monitoring of Client System Utilization for Enhanced Value Deliver using 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 Invoices and shipments are frequently handled differently by different businesses. Processes, for example, can range from one person posting everything on a purchase order to numerous employees working on their own sites. On the User Setup page, you can now select how each user can handle invoices. Steps to achieve the goal 1. Go … Continue reading Posting Restriction in Business Central for different users for Purchase and Sales documents →

Introduction Hi, Readers. Today I would like to talk about How to create a Business Central free trial tenant. References https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3?activetab=pivot:overviewtab Steps: Step 1: Search Office 365 E3 on Google or click on the below link. https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3?activetab=pivot:overviewtab Click on the Free trial Fill in personal details which are required Step 2: In the next screen, … Continue reading How to create a Business Central free trial tenant →