Monday, September 28, 2020
Sales Deferral in Dynamics 365 Business Central
There are a few ways to defer sales income in Dynamics 365 Business Central. This option would be best if you sell an item repeatedly that typically has a standard sales deferral schedule. To use this function, you first need to set up two things: Deferral Template Assign Deferral Template to Item In the Deferral …
Friday, September 25, 2020
Using Kofax’s OCR Service to Process Payables Invoices in D365 Business Central
Dynamics 365 Business Central (BC) includes functionality to accept payables invoice information from an optical character recognition (OCR) processing service and easily turn it into Payables Invoices in BC. Kofax, a leading supplier of intelligent automation software for digital workflow transformation, offers an OCR processing service with a direct link to BC that’s ready to …
Tuesday, September 15, 2020
How to Use Payables EFT in Dynamics 365 Business Central
Setting up and using Payables EFT in Microsoft Dynamics 365 Business Central is easy to do and will alleviate the need for printing physical checks to give your vendors. This is especially important if your accounting staff is working remotely. To use Payables EFT effectively, there are a few key steps to follow. Payment Journals …
Friday, August 28, 2020
3 Signs That It’s Time to Consider Managed Services for Your Technology Platforms
Today’s managed services models are becoming a popular alternative to traditional time and materials support for managing enterprise resource planning (ERP), customer relationship management (CRM), financial planning and analysis (FP&A) and other critical business applications. Managed services for your technology stack allows you to outsource your day-to-day maintenance, support and enhancements to a trusted advisor …
Thursday, August 27, 2020
3 Lessons Learned From Selecting the Wrong Microsoft Technology Partner
Digital transformation is a major undertaking for any organization, so choosing the right technology partner of record for your Microsoft solution is just as important as selecting the solution itself to enable your team. When clients switch to us as their partner, it’s often because their previous vendor was lacking in one of several key …
Wednesday, July 22, 2020
What Dynamics 365 Business Central Can Do for Your Digital Transformation
Updated 08/28/2020 Many small and mid-sized businesses are looking at ways to achieve digital transformation. Whether it’s to streamline operations, enable a more mobile workforce, improve the security of technological platforms or ensure those platforms stay aligned with internal roadmaps, there are many opportunities to equip your organization with the tools it needs to stay …