Category Archives: Blog
Enhancing the Recurring General Journal with Automated Approval Workflows in Dynamics 365 Business Central
In any accounting or financial system, ensuring that the proper approvals are in place is critical for maintaining audit trails and accountability. Microsoft Dynamics 365 Business Central (BC) offers powerful approval workflows that can automate this process, ensuring compliance and accuracy in your financial entries. This blog will guide you through creating an extension for … Continue reading Enhancing the Recurring General Journal with Automated Approval Workflows in Dynamics 365 Business Central
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Managing Profile Pictures on Custom Pages in Microsoft Dynamics 365 Business Central
When creating custom pages in Business Central, sometimes you need to allow users to handle profile pictures. Whether you’re working with a custom Employee Profile page or another entity, it’s crucial to provide intuitive ways for users to manage their pictures. In this blog, we’ll walk through the process of implementing four key actions for … Continue reading Managing Profile Pictures on Custom Pages in Microsoft Dynamics 365 Business Central
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Integrating Sales, Project Management, and Billing with our Quick Start offer
Project Operations and Business Central together make a great ‘Better-Together’ pair for Services Automation which connects all the way from Sales to Billing. However, from an implementation standpoint, doesn’t it look like a long-shot since there’s no out-of-the-box integration capability available? Well, that’s where our PO-BC connector comes in and this Quick Start offer makes … Continue reading Integrating Sales, Project Management, and Billing with our Quick Start offer
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Understanding and Analyzing Customer Ledger Data with Business Charts in Dynamics 365
In today’s business world, understanding your financial data is crucial for making informed decisions. One of the key areas of focus for businesses is tracking customer payments and outstanding invoices. With Dynamics 365, you can leverage customer ledger entries to provide visual insights into customer behaviors, payment patterns, and outstanding amounts. These insights help businesses … Continue reading Understanding and Analyzing Customer Ledger Data with Business Charts in Dynamics 365
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Mastering Date Manipulation with CALCDATE in Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central provides a comprehensive suite of tools designed to streamline business processes, and one of the most powerful tools for managing dates and times is the CALCDATE function. This versatile function enables users to perform complex date calculations with ease, making it indispensable for developers, consultants, and power users. In this … Continue reading Mastering Date Manipulation with CALCDATE in Microsoft Dynamics 365 Business Central
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A Guide to Batch and Serial Numbers in D365 F&O: Part 1
In today’s fast-moving world, keeping track of inventory is incredibly important for businesses of all types and sizes. Proper inventory tracking ensures that businesses can maintain product quality, comply with industry regulations, and deliver better customer experiences. Dynamics 365 Finance & Operations (D365F&O) offers powerful tools to simplify this process, including the use of batch … Continue reading A Guide to Batch and Serial Numbers in D365 F&O: Part 1
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Building a Successful Framework with Microsoft D365 Business Central: Chart of Accounts Tips and Strategies
A well-structured Chart of Accounts (COA) is essential for achieving accuracy and efficiency in financial management. In Microsoft Dynamics 365 Business Central, the COA plays a key role in organizing financial data, supporting compliance, and enabling insightful reporting. By implementing effective strategies and tips, businesses can create a reliable and scalable financial environment. Below, we … Continue reading Building a Successful Framework with Microsoft D365 Business Central: Chart of Accounts Tips and Strategies
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Maximizing Sales Productivity with Dynamics 365 CE: The Power of Process Automation
In the fast-evolving business landscape, sales leaders and business owners—whether new startups or established enterprises—face an unprecedented challenge: how to scale efficiently while maintaining a competitive edge. The digital revolution has created a vast ecosystem of tools, but many businesses are still unsure of how to leverage them effectively. For existing businesses, the challenge lies … Continue reading Maximizing Sales Productivity with Dynamics 365 CE: The Power of Process Automation
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Infrastructure as Code (IaC): Azure Resource Manager Templates vs. Bicep
Infrastructure as Code (IaC) has become a cornerstone of modern DevOps practices, enabling teams to provision and manage cloud infrastructure through code. In the Azure ecosystem, two primary tools for implementing IaC are Azure Resource Manager (ARM) templates and Bicep. While both serve similar purposes, they differ significantly in syntax, usability, and functionality. This blog … Continue reading Infrastructure as Code (IaC): Azure Resource Manager Templates vs. Bicep
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How to Use Security Role Sync in XrmToolbox
In this blog, we will explore the use of the XrmToolBox and different tools present in the store. XrmToolBox is free to use tool that connects with the Dataverse environment and provide you with various tools that allow performing heavy management task very easily. Many developers have contributed to XrmToolBox store by creating a tool/library … Continue reading How to Use Security Role Sync in XrmToolbox