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Dynamics 365 Business Central how to

How to set up Gmail SMTP in Business Central

Posted February 14, 2023

In case you haven’t heard, Google made changes last year to what they call “less secure apps.” Due to those changes, new Gmail/G Suite SMTP configurations within Microsoft Dynamics 365 Business Central will not work successfully unless some changes are made on the client side ahead of time. (Existing Gmail/G Suite SMTP connections should still work just fine.)Below is a step-by-step guide to setting up Gmail SMTP in Business Central: Step 1 Step 2  Set Up Gmail SMTP in Business Central Step 1 Step 2 Step 3 Now you know how to set up Gmail SMTP in Business Central. Contact us if you need additional assistance. … [Read more...] about How to set up Gmail SMTP in Business Central

Blog, Microsoft Dynamics 365 Dynamics 365 Business Central how to

How to Email Remittance Advices for Electronic Payments in Business Central

Posted October 13, 2022

Emailing remittance advices for electronic payment (also often called ACH or EFT payments) in Microsoft Dynamics 365 Business Central is a fairly straightforward process. Primarily, you just need to make sure the vendor record is set up properly. How to Email Remittance Advices from the Payment JournalHere's how to email remittance advices from Business Central's Payment Journal. Note that I presume you know how to populate the Payment Journal lines, generate the ACH file, post the batch, etc.Populate the Payment Journal lines. Make sure that the Bank Payment Type value is either Electronic Payment or Electronic Payment-IAT.Run the Export function, found under … [Read more...] about How to Email Remittance Advices for Electronic Payments in Business Central

Blog, Microsoft Dynamics 365 Dynamics 365 Business Central, Dynamics 365 Business Central how to

How to process payments in Business Central

Posted September 20, 2022

screenshot of how to process payments in Business Central

Are you unsure how to process payments in Business Central? This two-part blog will demystify the different options available within Accounts Receivable.There has been a lot of confusion around the different methods to enter cash receipt information for Accounts Receivable in Microsoft Dynamics 365 Business Central. The method you choose is your preference, and each has its own advantage and disadvantage. The intent of this two-part blog is to demystify the different options so you can choose the best one for you. Here's a summary of what you'll learn:How to register Customer Payments (part 1)How to post Cash Receipts (part 1)How to enter Deposits (part 2)How to process a Refund (part 2)How to register Customer Payments in Dynamics 365 … [Read more...] about How to process payments in Business Central

Blog, Microsoft Dynamics 365 Dynamics 365 Business Central, Dynamics 365 Business Central how to

What to do when your Business Central job queue is not running

Posted August 16, 2022

Business Central job queue not running

Job queue not running in Business Central? Here's how to restart scheduled jobsOne of Microsoft Dynamics 365 Business Central’s many features is the ability to schedule jobs. These jobs can manage the sending and receiving of data from external sources, such as your CRM or Kofax or emailed remittances. Typically, these processes run in the background with no issue. Then, all of sudden one day you might notice that remittances are not being sent, your Kofax invoices are not sending or CRM data is not flowing in and out of Business Central. When this happens, the number one reason is that the Business Central Job Queue is not running for that process.  To fix this problem, you will first need to locate these Jobs. Using the spy glass search … [Read more...] about What to do when your Business Central job queue is not running

Blog, Microsoft Dynamics 365 Business Central fix, Dynamics 365 Business Central how to

How to Apply and Unapply Entries in Business Central

Posted June 28, 2022

Have you ever needed to apply or unapply an entry in Microsoft Dynamics 365 Business Central? The Apply Entries and Unapply Entries functions are found on the Customer Ledger Entries and Vendor Ledger Entries pages in the cloud ERP. These functions are used to manually manage the application of entries against each other in the customer and vendor subledgers. Understanding how to use these features is critical for most companies using Business Central, but Microsoft's documentation on these important features is a bit tricky to find on the web. Here are links to the Microsoft documentation:Customer Ledger Entries in Dynamics 365 Business CentralApply Entries: To apply posted customer ledger … [Read more...] about How to Apply and Unapply Entries in Business Central

Blog, Microsoft Dynamics 365 Dynamics 365 Business Central, Dynamics 365 Business Central how to

Dimensions 101 for Dynamics 365 Business Central

Posted June 21, 2022

Are you currently using Dimensions in Microsoft Dynamics 365 Business Central? Did you know they are not just for financial reporting?Even though Dimensions are primarily used in reporting financial information, they can also be used to report on critical data for Customers, Vendors, Items, Resources and Jobs. Dimensions in Business Central can be attached with master records to report such information as Customer or Vendor type, sales region, commodity code, Item type or category, resource groups and Job type categorization. All this requires is some simple analysis on where to apply Dimension controls. Dimensions can also be reported on an individual or rolled-up basis. The best part is that reporting on Dimensions can be created … [Read more...] about Dimensions 101 for Dynamics 365 Business Central

Blog, Microsoft Dynamics 365 Dynamics 365 Business Central, Dynamics 365 Business Central how to

Using filters in Dynamics 365 Business Central

Posted June 14, 2022

Filters in Dynamics 365 Business CentralWhen working with data in Microsoft Dynamics 365 Business Central or Dynamics NAV, you might want to view only select records of a table. This is where filters in Dynamics 365 Business Central come in handy. By using filters, you can specify criteria such that only records which match the required criteria are displayed.                If you specify criteria for multiple fields, then records must match all criteria to be displayed. Here are some examples of filter criteria (beware that it makes a difference whether the filtered field is number or text):Date Filters:Dates are also a common data type that you might need to filter in Dynamics 365 Business Central. See the examples below for how you can … [Read more...] about Using filters in Dynamics 365 Business Central

Blog Dynamics 365 Business Central, Dynamics 365 Business Central how to, Dynamics NAV

How to create an intercompany relationship in Dynamics 365 Business Central

Posted June 7, 2022

If you’re using the Intercompany feature within Dynamics 365 Business Central, you might be unsure of what to do when a new company is added to your environment. This is especially true if your Microsoft Partner set up the system for you. Below, we’ll walk you through linking a new company to your other Intercompany Partners. This way you can start executing Intercompany Transactions in Dynamics 365 Business Central as quickly as possible. These steps will take place in the new company:Go into Company Information and assign the Company an IC Partner Code. IC Inbox Type should already say Database. You can keep this setting. It’s now time to create an Intercompany Partner for the Company with which you wish to transact.Search for … [Read more...] about How to create an intercompany relationship in Dynamics 365 Business Central

Blog, Microsoft Dynamics 365 Dynamics 365 Business Central, Dynamics 365 Business Central how to

How to use Permission Set Filtering in Dynamics 365 Business Central

Posted May 26, 2022

permission set filters in Dynamics 365 Business Central

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

Blog, Microsoft Dynamics 365 Dynamics 365 Business Central, Dynamics 365 Business Central how to

How to purge Item Tracking in Business Central

Posted May 17, 2022

Here's a little trick to purge multiple Item Tracking entries in Dynamics 365 Business Central’s Inventory moduleOne of the top questions we get is "How do I delete multiple items in Business Central?" Well, you're in luck because this blog article will help you bulk delete records in Microsoft Dynamics 365 Business Central.What is purge or bulk delete in BC?Purge and bulk delete functions allow members with the proper permissions to delete multiple files and folders all at once rather than deleting them one at a time. This purging of multiple items helps to save both time and storage capacity, especially for entries that are out-of-date and no longer needed.Real-World Dynamics 365 Business Central Item Purge How-ToWe recently took a large … [Read more...] about How to purge Item Tracking in Business Central

Blog, Microsoft Dynamics 365 Dynamics 365 Business Central, Dynamics 365 Business Central how to, inventory in Dynamics 365 Business Central, manufacturing in Dynamics 365 Business Central

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