Author Archives: syssolutionsllc

Easily add or remove users in Microsoft Dynamics 365 Business Central!

Microsoft Dynamics 365 Business Central is designed to help your business run as efficiently as possible at a price you can afford. With a cloud based system you are not only able to access your data from anywhere, but it can also help control your costs. Business Central’s cloud based software allows you to turn off users during slow seasons, giving your business the ultimate flexibility and cost control!

Adding or removing users as needed is simple in Business Central. Adding seasonal employees for the busy times allows your business to run efficiently but when things slow down again, removing those temporary employees allows your cost to go back to normal. Each user can be added or removed individually, and with dedicated roles each user sees a dashboard that applies directly to them. The customizable of your store’s setup allows your team convenient access to the features they use most.

Want to learn more about Business Central? Contact [email protected] today to learn how Business Central can improve your business at a cost that you can afford.

Correcting a posted sales invoice in Microsoft Dynamics 365 Business Central

In Microsoft Dynamics 365 Business Central, once a sales invoice is posted that transaction cannot be edited. If that transaction is posted incorrectly and changes need to be made, you can do so through a correction process. Rather than creating a whole new sales order and crediting back the incorrect order this process can save you quite a bit of time.

  1. Search > Posted Sales Invoices
  2. Select invoice that needs correction
  3. Select Correct – You have three correction options to choose from   

      Correct – Will reverse the posted invoice and automatically create a new invoice with the same information so you can correct before posting. This posted invoice will automatically be canceled.

      Cancel – Will create and post a sales credit memo that reverses the posted sales invoice. The posted sales invoice will be canceled.

      Create Corrective Credit Memo – Will create a credit memo for the posted invoice that will need to be completed and posted manually to reverse the posted invoice. This allows you to issue a credit memo for a partial amount.

Thinking about switching to Business Central? Contact [email protected] to learn about how Business Central can improve your business.

Take Advantage of Native CRM Capabilities within Microsoft Dynamics 365 Business Central

Business Central is a complete retail management solution including built in CRM Capabilities. Native CRM features allow you to quick access to everything you need to effectively manage your business.

Sales users have access to campaign management & pricing, contact classification & management, opportunity management, relationship management and more! These features are available to managers, and sales staff roles. These roles have their own focused dashboard with information about your sales pipeline, numbers and even Microsoft’s Power BI reports.

Use Business Central’s CRM to track activity with contacts or with customers. Contacts can be identified as a person or a company. Opportunities are associated with either a person or a company and set to follow a specified sales cycle stage to guide the user through your process. The sales cycle is completely customizable to fit your business’s needs. You can create as many cycles as needed. The specific stages are also 100% flexible. You can require quotes, allow certain stages to be skipped and even assign a chance of success to each stage. This not only creates a clear roadmap for each sale, but it also allows you to better forecast future business.

You can also utilize Business Central’s questionnaire to learn more about the people you do business with. Create multiple questionnaires to learn important information about companies, individuals and vendors. Store information like company size, ownership and relation when working with a new organization. You can ask new customers a variety of questions including interests, product or brand preference and even products that you don’t currently carry that they were shopping for, that way if those products are added you would be sure to let them know.

Want to see Business Central’s CRM capabilities in action? Click here! To learn more about Microsoft Dynamics 365 Business Central contact [email protected] today!

Using Item Categories in Microsoft Dynamics 365 Business Central

Business Central allows you to add your items to categories. Setting up categories for items make it easier to sort, search and filter. Categories are flexible, you can create as many as needed for your business. Within each category you can also create a sub-category allowing each section to have its own hierarchy. For example, you could have a category for Raw Materials that your store sells. Within that category you can have sub categories like Lumber > Pressure-Treated Lumber or any other category distinctions that need to be made.

Adding items to a category is simple. Enter the Item Category Code on the item card upon creation and that’s it. Contact [email protected] to learn more about Business Central. Want to learn more about item categories? Click here to watch a video on how to create item categories in Microsoft Dynamics 365 Business Central.

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.

Access your device’s camera while using Business Central on the go!

Microsoft’s Dynamics 365 Business Central has a powerful mobile app that allows you to work anywhere at any time. A very powerful feature included in both the app and web client browser is the ability to access your device’s camera. This is a fantastic addition that allows you to do even more on the go.

The most immediate benefit is adding item pictures. You can now easily take a picture of new items as they arrive. Besides item pictures the camera feature can handle document upload as well. Take a picture of expense reports, credit memos, invoices and more. Business Central will then attach and store that document. Attaching documents, item pictures and more while in the field or offsite prevents forgetful errors and allows access to those documents immediately.

The camera function of Business Central is one of many features that sets it apart from its competition. To learn more about the mobile application or Business Central in general contact [email protected] today!

Integrate Business Central with Microsoft Flow to automate your business processes!

Integrating Microsoft Flow with Dynamics 365 Business Central automates mundane tasks to improve your workflow. Microsoft Flow is a workflow engine that integrates with many products inside and outside of the Microsoft Family of software. Flow works based off of a trigger and action chain. For example, When and item approval is requested in Business Central it can triggers an action you have set up. We could make it so when the item approval is requested you receive an email, text or push notification. Now you would be notified of and can handle your item approvals anywhere at any time.

Microsoft has out of the box integration for all approval processes within Business Central. You can easily add conditions for certain items, contacts and more to create the perfect process for your business. Flows can be as simple or complex as you need them to be and Microsoft provides templates to help you with the setup process. With integrations to over 100 different services, Microsoft Flow makes the services you use work seamlessly with Business Central.

Contact [email protected] to learn more about Microsoft Dynamics 365 Business Central and how it can help grow your business!