Bradley Roberts

/Bradley Roberts

About Bradley Roberts

Bradley Roberts earned both his bachelor’s and master’s degrees in accounting at Brigham Young University in Ohio. In 2007, he started working with Microsoft Dynamics NAV when an employer asked him to implement the software at its subsidiary branches. He has been implementing and supporting NAV ever since. Bradley is a Microsoft Certified Professional in Dynamics NAV Core Setup and Finance and recently became a Dynamics Credentialed Professional in NAV Core Application Setup with the Association of Dynamics Professionals. He joined Boyer & Associates in January 2015.

Creating Dynamics NAV Approval Workflows

By |January 30th, 2018|Blog, Microsoft Dynamics NAV|

Creating Dynamics NAV Approval Workflows How to allow for a single approval from a group of approvers In most of the Microsoft-provided documentation on workflow approval scenarios, Microsoft provides instructions on a single approver, multiple required approvers, or a hierarchical-approval structure. So far, none of the customers I've worked with on Microsoft Dynamics NAV workflow [...]

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Configure New Company in Dynamics 365 (Part 2)

By |March 8th, 2017|Blog, Microsoft Dynamics 365|

Standard Configurations of New Company Setup in Dynamics 365 for Financials: Part 2 Standard Assisted Setup Review — Additional Configurations Yesterday I showed you several standard configurations that are set up automatically when using the standard assisted setup tools to create a New Company in Dynamics 365 for Financials. Today's blog covers even more configurations that are set up automatically. [...]

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Configure New Company in Dynamics 365

By |March 7th, 2017|Blog, Microsoft Dynamics 365|

Standard Configurations of New Company Setup in Dynamics 365 for Financials Standard Assisted Setup Review of Configurations In my last blog, Assisted Company Setup in Dynamics 365, I reviewed the prompts involved in creating a new Dynamics 365 for Financials Company using the standard assisted setup tools. This blog will outline some of the many configurations that are set [...]

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Assisted Company Setup in Dynamics 365

By |February 28th, 2017|Microsoft Dynamics 365|

Walkthrough: Standard Assisted Setup of New Company in Dynamics 365 for Financials As discussed in my previous blog, when you create a new company and use the assisted company setup tool’s Standard Setup option, you get a lot of preconfigured data. This blog walks through using the assisted setup tools and reviews the configurations that [...]

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Set Up New Company in Dynamics 365

By |February 21st, 2017|Microsoft Dynamics 365|

How to Set Up a New Company in Dynamics 365 for Financials Follow these five steps to set up a new company in Dynamics 365 for Financials: After logging into your Dynamics 365 for Financials instance, search for and open the Companies page. Click the New button on the Ribbon. Assign a Name to the new Company. Note: After you [...]

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Vendor Expenses in Dynamics 365

By |February 7th, 2017|Blog, Microsoft Dynamics 365|

How to Record Vendor Expenses in Dynamics 365 for Financials There are a couple of options for recording vendor expenses in Dynamics 365 for Financials: (1) use Journals or (2) use Purchase Invoices along with Service Items. That said, I think only the Purchase Journal method makes sense. I'll clarify why below. Option 1 — [...]

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Set Up Account Balances in Dynamics NAV

By |November 29th, 2016|Microsoft Dynamics NAV|

How to Set Up Bank Account Beginning Balances in Dynamics NAV Primary Goal: Establish the Bank Account's sub ledger detail in a manner which prepares for processing future bank reconciliations. To do this, you'll need to account for the following items: Ending Bank Balance Outstanding checks Outstanding deposits/other transactions Success Criteria: At the end of [...]

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Configure NAV Demo in Azure: Part 3 — Testing

By |September 22nd, 2016|Microsoft Dynamics NAV|

How to Manually Configure a NAV Demo Virtual Machine in the New Azure Portal: Part 3 — Testing We have already walked through the steps on how to manually configure a NAV demo virtual machine in Azure, including how to connect to and initialize the new virtual machine. Today we will test the setup and connections. Test the [...]

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How to Configure NAV Demo Virtual Machine: Part 2

By |September 21st, 2016|Microsoft Dynamics NAV|

How to Manually Configure a NAV Demo Virtual Machine in the New Azure Portal: Part 2 Yesterday I detailed the initial steps on how to create a new Azure virtual machine in Microsoft Dynamics NAV.  Today we will: Set up the DNS Name Label Add Inbound Security Rules Connect to the new virtual machine Initialize [...]

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Configure a NAV Demo Virtual Machine in Azure

By |September 20th, 2016|Microsoft Dynamics NAV|

How to Manually Configure a NAV Demo Virtual Machine in the New Azure Portal There are different ways to set up a NAV demo virtual machine. What's outlined below are detailed instructions on how to manually configure a NAV demo machine in the new Azure portal. For a more automated process check out David Worthington's [...]

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