Monday, October 19, 2020
Microsoft Dynamics 365 Business Central Video Library
Microsoft’s latest ERP system, Dynamics 365 Business Central (D365 BC), is designed for mid-market organizations and is a complete cloud-based solution that offers a wide breadth of business functionalities, including core financials, distribution, manufacturing, project management, CRM, and reporting and analytics. We’ve created a video library to provide you a glimpse into D365 BC’s features, …
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, May 26, 2020
Customer Drop Shipments in Dynamics 365 Business Central
The Microsoft Dynamics 365 Business Central Drop Shipment process allows you to easily and accurately control the process in which you sell goods to your customer that are shipped directly to them from your vendor/supplier. These goods are not received into your warehouse. This is an outline of the steps: Sales Order Entry Create Requisition …
Monday, April 13, 2020
How to Configure and Navigate the D365 Financial Period Close Workspace
With everyone working remotely due to COVID-19, it can be difficult to monitor progress without the usual in-person collaboration and communication. This can be especially challenging for finance and accounting organizations who are approaching month-end and quarter-end close cycles without a team that can connect in person. Within standard Dynamics 365 for Finance and Operations …
Wednesday, February 12, 2020
Ending Production Orders in D365 F&O
Most users working with production orders in Dynamics 365 for Finance and Operations (D365 F&O) are aware of the process for ending a production order in D365. Ending a production order changes the order status to Ended, and resetting the order status or posting additional transactions against the order are no longer permitted. This post …