Boyer & Associates

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How to use Permission Set Filtering in Dynamics 365 Business Central

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The ability to restrict users from seeing specific general ledger entries can be done using permission set filtering in Dynamics 365 Business Central. As an example, you do not want certain users to see the entries related to payroll since payroll is highly sensitive data.This blog will walk you through the steps to set up permission set filtering to restrict users from seeing payroll-specific general ledger entries.In this example, the client wants to restrict certain users from viewing transactions on G/L accounts 61000 through 61999, which are the payroll accounts. Outlined below are the steps on how to do this with permission set filtering in Business Central.STEP 1Make a copy of the primary permission set that is currently assigned to … [Read more...] about How to use Permission Set Filtering in Dynamics 365 Business Central

Why ERP Cloud Migrations are Catapulting Business Efficiency

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ERP cloud migrations are quickly becoming a priority for companies worldwide. Organizations that scrambled to conduct business remotely in 2020 have accelerated their timelines to move their business operations to the cloud."IT executives believe that 95% of all enterprise workloads will be run in the cloud by 2025."This according to a 2020 study by Logic Monitor.At the time the study was conducted, 65% of companies were already managing their businesses with cloud solutions.Cloud migration services are on the rise because they offer an economical alternative to maintaining business systems on site. There are a lot of costs associated with installing hardware on-premises at a company, including software licensing fees, data backup, IT … [Read more...] about Why ERP Cloud Migrations are Catapulting Business Efficiency

How to purge Item Tracking in Business Central

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Here's a little trick to purge multiple Item Tracking entries in Dynamics 365 Business Central’s Inventory moduleWe recently took a large wholesale distribution company live on Microsoft Dynamics 365 Business Central (SaaS). During the go-live weekend, our client’s IT team took on the responsibility of migrating their on-hand inventory balances. Not only were we migrating on-hand quantities by item, but also the cost per Base Unit of Measure as well as Lot Numbers … many, many different Lot Numbers. When it was all said and done, we migrated into Business Central all of their on-hand quantities and 10,800+ Lot Numbers!To migrate the required data for item tracking in Business Central, we used a massive configuration package to populate the … [Read more...] about How to purge Item Tracking in Business Central

How to create a new quick query in Dynamics SL

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If you want to learn how to create a new quick query in Microsoft Dynamics SL, you should know that the actual starting point for this process is the view. You will need to create a new view if there is no existing view that contains the data you want for your new quick query. Creating this view is the heavy lifting for this process and requires that you know and have access to SQL Server. This blog explains the process after the view is created. (Learning SQL is asking a bit much from a short document — For that, read one of the many books on the topic).Let’s start the process of creating a quick query in Dynamics SL from an existing view. First, run Quick Query View in the System Manager module under Administration. If you need … [Read more...] about How to create a new quick query in Dynamics SL

Boyer hires new Dynamics NAV/365 Business Central consultant

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As Boyer & Associates continues to grow, we are pleased to introduce our newest Microsoft Dynamics NAV/365 Business Central consultant. Benito Ramirez received his bachelor’s degree in computer science from Carleton College and has six years of experience working with the Microsoft ERP.His first job out of college was at a business his friend’s dad owned. The job consisted of writing accounting software geared specifically for the agriculture industry. When the owners retired, Ramirez landed a job as an associate consultant working with Dynamics NAV.He went through training in 2016 to become familiar with the Microsoft ERP. When its cloud counterpart released, Ramirez started learning that as well. He is officially a Microsoft-certified … [Read more...] about Boyer hires new Dynamics NAV/365 Business Central consultant

Boyer is rebranding!

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Since 1994, Microsoft partner Boyer & Associates has been at the forefront of Microsoft technology, supporting our clients with the best-fit ERP solutions. Today we offer multiple Microsoft solutions across ERP, CRM and Power Platform.Now we’re rebranding to better reflect who Boyer currently is. Our new logo and tagline launched today, and we’re excited to share our new look with you!Our mission is still Making Businesses Better, but how do we do that? We Empower Your Data by connecting your ERP, CRM and Power Platform solutions. Connected data is empowered data.A Microsoft gold-certified partner with more than 420 active clients, Boyer is in the top 5% of Microsoft partners taking clients to the cloud. We offer the following services … [Read more...] about Boyer is rebranding!

Power BI expert joins Boyer team

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Boyer & Associates is pleased to welcome our newest consultant, a Microsoft Power BI expert from Virginia. John Hill is our new solution architect for the Power Platform.“It’s an exciting world. It’s a fun world … and I think it’s one of the more helpful things I’ve done in IT,” Hill said. Hill graduated with a teaching degree in health and started his career as a personal trainer. He ran a government-based fitness center in Washington, D.C. before taking an I.T. position at the company. That’s when he found his niche. Throughout his career he has gained experience with Microsoft Dynamics NAV and Power BI.He spent the last 25 years in multiple positions at the University of Virginia. Hill worked in human resources, as a director of … [Read more...] about Power BI expert joins Boyer team

Which email address does Business Central use when emailing Posted Sales Invoices?

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Although the answer to this question boils down tidily enough, it's certainly not obvious from the front end of the application. When emailing Posted Sales invoices, Microsoft Dynamics 365 Business Central uses a standard hierarchy to determine which email address should be used as the target address. The hierarchy is straightforward enough, but there are some not-obvious nuances that I'll enumerate below. The hierarchy, from highest priority to lowest, is as follows: Sell-to Customer's Document Layout Sell-to Customer's Email Bill-to Customer's Document Layout Bill-to Customer's Email If none of the above emails are defined, the email will be created with a blank "To" value. Notes In the screenshots below I've … [Read more...] about Which email address does Business Central use when emailing Posted Sales Invoices?

Microsoft emails customers about Business Central extension updates needed

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As Microsoft prepares for the next update to its cloud ERP solution, customers might be getting emails regarding Dynamics 365 Business Central extensions that need updates. Microsoft is preparing for the release of version 20 of Business Central this spring. During this process, they go through a series of testing to identify any extensions/apps that are not compatible with the upcoming release. For any extensions that fail the test, Microsoft sends out notifications warning customers that the extensions are not yet compatible with the update.The email will look like the one below. (Note that we have blacked out the company name and environment in our example.)The part highlighted in yellow indicates the publisher of … [Read more...] about Microsoft emails customers about Business Central extension updates needed

ERP implementation best practices from a client’s perspective

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Are you thinking about, preparing for, or currently engaged in an ERP implementation or upgrade? If so, I would like to share some of the best practices you can use for a seamless implementation from my experience in doing so. You can use this opportunity to enhance your employees' ERP system knowledge. As the client you can bring an ownness to departments within your company through task-based implementation projects. Share the experienceI have 20 years of experience sitting in the seat of the client before becoming a consultant. I can provide you a relatable perspective on how the partnership with your ERP implementation provider will push through from start to finish.First, you might sense a “been there, done that” sort of attitude … [Read more...] about ERP implementation best practices from a client’s perspective