Monthly Archives: October 2020

Closing out your fiscal year in Microsoft Dynamics 365 Business Central

It’s almost the end of the year, which might have you thinking about the end of your fiscal year as well. With Microsoft Dynamics 365 Business Central you can define your business’s fiscal year based on what is right for your business and what part of the world it is located in. No matter when the end of your business year comes you’ll need to close out the year in Business Central. Doing this is easy, simply follow the instructions below.

  1. Search > Accounting Periods – Then choose Accounting Periods Page.
  2. On the Accounting Periods page, choose Process, and then the Create Year action.
  3. Now just fill in the fields.
  4. Choose Process, then the Close Year action

It’s that easy. Now once the year is closed it CANNOT be opened again, but you can still post to it. These transactions are marked as posted after year-end close so that they’re easy to find and audit. You can even restrict users and times for a posting period.

Interested in learning more about Microsoft Dynamics 365 Business Central? Contact [email protected] to learn more on how Business Central can improve your business processes and workflows.

Automatically optimize your Business Central tenant’s performance with Application Insights!

One of the most unique offerings of Microsoft Dynamics 365 Business Central is its ability to investigate and improve its performance without you, the user, having to do anything. This incredible feature is called Application Insights and is available through a native integration between Business Central and Microsoft Azure.

When enabled Business Central securely shares key performance indicators and statistics back to Azure. That data is used to see exactly how you use Business Central and then cite, investigate, and improve performance. Rather than waiting for complaints Microsoft has engineered a way to anticipate performance issues. This allows their development team to stay ahead of bugs, slow performance, and security threats. The result is a faster, more stable retail management software.

Enabling application insights does not put any of your business’s data at risk or decrease your current performance. Application Insights is powered by Microsoft Azure, the same engine behind your data storage and protection.

To learn more about application insights or Business Central and its many other features contact [email protected].

Take advantage of powerful Service Management features in Business Central!

Did you know that Microsoft Dynamics 365 Business Central has robust Service Management features? Track warranty, repairs and notes on every service item. You can do this on the mobile app too, allowing your repair technicians to access or add to this data while on the job. Below are a few Service Management Components that you can use to help improve your business.

Service Item – Track serial numbers, warranty info and parts replaced/repaired. Service items have notes that are easily accessible, allowing a technician to quickly view an items service history. Items can have their own troubleshooting steps saved to help diagnosing issues go quickly.

Service Order/Quote – Troubleshoot, enter fault/repair codes, and assign technicians all from one screen. Save time and have all important information for the order saved in one place. All notes and repairs made are saved to the service item listed for the service order.

Dispatch Board – Get an overview of all service orders and quotes. Filter by type, technician, date and more. Easily see all jobs for a certain technician for the day or search by customer to find all open quotes and orders.

The Service Management features are completely customized through sliders and settings, not code. Easily require certain information, update default settings, and even create custom automatic notifications for service orders. Custom configuration allows you to get the most out of the service management features without investing a lot of time or effort.

If you are interested in learning more about Microsoft Dynamics 365 Business Central and the Service Management features please contact [email protected].

Integrate Microsoft Azure and Business Central to help automate your business!

One of the many benefits of Microsoft Dynamics 365 Business Central is its native integration with other Microsoft products. These products are all top of the line software that you already know and trust. This improves your workflow and allows you to unlock even more features and capabilities from Business Central.

Microsoft’s Azure platform is one of many programs that can be integrated to help your business processes. Azure is the automatic authentication security that protects your Business Central data from outside threats. It is also used to increase database base size if needed.

Now Business Central can work with Azure for more than state of the art security. Connecting to Azure’s Internet of Things (IoT) allows you to leverage your data to help accomplish almost anything. This makes tasks like tracking packages and up to the second inventory a possibility for all businesses.  Once set up IoT can even email you at a certain time. For example, you could receive an email when inventory on a certain item goes below a preset amount. Or you can get alerts when machines need repairs, allowing you to fix problems before they affect your business.  

Business Central is the most flexible business management solution and connecting it with Microsoft’s Azure IoT is one of the best ways to accomplish and automate tasks, saving you time and money. Contact [email protected] to learn more about Microsoft Dynamics 365 Business Central.