Budgeting is more than just a financial exercise — It’s a strategic tool that empowers organizations to plan, monitor, and adapt. In Microsoft Dynamics 365 Business Central, the budgeting functionality within financial reporting enables teams to take ownership of their numbers, track performance, and make informed decisions.Why budget?Creating budgets in Business Central allows those responsible for financial outcomes to contribute to the numbers they’ll be held accountable for. Comparing actuals to budgeted figures helps organizations identify issues early and take corrective action before it’s too late. It also fosters a deeper understanding of what drives the business, helping to improve profitability or expand services for nonprofits. … [Read more...] about A practical guide to budgets in Business Central
Boyer gains a senior project manager
Boyer’s newest project manager has a history in healthcare and eight years of experience as a PM. Neil Gupta joined Boyer in June as a senior project manager for Microsoft CRM and ERP.Gupta spent the first six years of his career in the healthcare industry, managing a contact center and using the organization’s home-grown CRM system to track patients. As he started learning more about the systems his company used, the technological aspect behind their operations piqued his interest.“I realized that there was this whole other world beyond CRM,” he said.He shifted gears to attend a training program designed to fast-track a role in software consulting. His natural ability for leadership led him to decide that project management might be the … [Read more...] about Boyer gains a senior project manager
Unlocking insights with Business Central’s analysis view
When it comes to financial reporting in Microsoft Dynamics 365 Business Central, the Analysis View feature offers a powerful way to go beyond the limitations of standard reporting. While traditional reports often rely on just two global dimensions, Analysis Views allow users to slice and dice financial data across multiple dimensions. This provides a much more nuanced and flexible view of your organization’s financial health.What Is an Analysis View?An Analysis View in Business Central is a customizable framework that lets users define how they want to analyze their data. It’s especially useful for finance teams who need to track performance across various departments, projects or time periods. By filtering and aggregating data, … [Read more...] about Unlocking insights with Business Central’s analysis view
Master the art of budget planning with FSCM
A modern company shouldn’t have to deal with the challenges of days past when it comes to budget accuracy. That’s where Microsoft Dynamics 365 Finance and Supply Chain Management (FSCM) can help. Imagine turning those painstaking budgeting cycles into dynamic, real-time decisions that drive a competitive edge for your business.From crafting a long-term strategy to managing day-to-day operational expenses, FSCM offers tools to make the budget planning process seamless and data driven. Let’s discover the platform’s powerful budgeting capabilities and how they transform financial decision-making. Read on — and don't forget to check out the related video as well.Budgeting in Dynamics 365 FSCMBudgeting in FSCM is more than just a numbers game. … [Read more...] about Master the art of budget planning with FSCM
All about Column Definitions in Business Central Financial Reports
Today, we're diving into the world of column definitions in Business Central financial reports. If you've ever felt overwhelmed by the columns in your financial statements, don't worry — You're not alone. In this blog, we'll break down the process of creating and modifying column definitions step by step. By the end, you'll be a pro at customizing your financial reports to show exactly what you need.What are Column Definitions?Column definitions determine what each column in your financial statement will display. This could include anything from net changes and balances to specific account entries. By mastering column definitions, you can tailor your reports to provide the most relevant and insightful data for your organization.How to … [Read more...] about All about Column Definitions in Business Central Financial Reports
Revamped customer portal has license management
We’re thrilled to announce the exciting relaunch of the Boyer Customer Portal! After a short scheduled downtime, the portal reopened on May 23. It has been revamped with a sleek, modern design and a simplified login process. We can't wait for you to experience these new features and enhancements.We are currently in BETA testing with a few customers on the brand-new licensing self-service component of the portal. Testing is expected to last two weeks, and then we plan to open the licensing side for all customers on June 15. We value your feedback and would love to hear your thoughts during this testing period.The licensing self-service capabilities will allow you to manage all Microsoft licensing that you have purchased through Boyer. You … [Read more...] about Revamped customer portal has license management
All About Row Definitions in Business Central Financial Reports
Today, we're going to talk about something super important for your financial reports: row definitions. If you've ever wondered how to make your financial statements more meaningful and accurate, you're in the right place. In this blog we'll walk you through the process of creating and modifying row definitions in Business Central, step by step.What are Row Definitions? In simple terms, row definitions determine what each row on your financial statement will display. This could be anything from revenue and expenses to specific account balances. By defining rows, you can customize your reports to show exactly what you need.How to create Row Definitions in Business CentralRow Definition details, explainedNote: If some of the columns … [Read more...] about All About Row Definitions in Business Central Financial Reports
Balancing Financial Dimensions in Dynamics 365 FSCM
Balancing financial dimensions often feels like threading a needle — It requires precision to ensure your organization’s accounting entries are accurate and compliant. Thanks to modern tools like Microsoft Dynamics 365 Finance and Supply Chain Management (FSCM), this task just became more efficient than ever. Let's discover more on how balancing entries in general work and how your organization can use financial dimensions in FSCM to save time, reduce errors, and improve financial accuracy.Plus, check out our short video demo to see these tools in action.Balancing financial dimensions ensures your balance sheet is accurate not just at a total level, but also for specific financial dimensions. For example, a nonprofit might … [Read more...] about Balancing Financial Dimensions in Dynamics 365 FSCM
Understanding Financial Reports in Business Central
Financial reports are crucial for the continued growth and long-term success of any organization. They not only help in internal decision-making but also allow you to meet any external reporting requirements. In this blog, we will explore the four main types of financial reports that exist within Microsoft Dynamics 365 Business Central and provide a step-by-step guide on how to create, view, print, and export these reports.Types of financial reports in Business CentralHow to create Business Central reportsHere’s a step-by-step guide to creating a new financial report in Microsoft’s cloud ERP:How to view, print and export your reportsTo view a report:To print or export the report:Financial reports in Business Central are essential tools … [Read more...] about Understanding Financial Reports in Business Central
How FSCM optimizes inventory management
Supply chain managers, business owners, and finance professionals are constantly on the lookout for solutions to help implement and manage lean manufacturing principles, in turn streamlining processes and reducing costs. Just-In-Time (JIT) inventory management is one of the lean manufacturing principles that can help to give your business a competitive edge.Boyer’s team of experts have helped many businesses get the system they need to do just that. We’ve helped manufacturers become “lean” and ultimately revolutionize the way they handle inventory management with FSCM. How? Keep reading.Importance of Just-In-Time (JIT) inventory managementBefore we look specifically at Microsoft's enterprise ERP solution, it's essential to … [Read more...] about How FSCM optimizes inventory management
