Tag Archives: Microsoft Dynamics 365 Business Central

Save time and improve business workflows with the unique features of Microsoft Dynamics 365 Business Central!

Microsoft Dynamics 365 is packed with features and benefits that you can’t find with any other competitor’s software. Business Central is known for its scalability and flexibility and has plenty of features to support it.

With Business Central you take advantage of these features:

Cloud based system – Work from anywhere on any device! All you need is computer, phone or tablet with a web browser. Open multiple windows and tabs to help you multitask in a familiar format!

Advanced Reporting – Business Central has top notch reporting capabilities. Run recurring reports automatically, and customize or filter those results. Pair Business Central with Microsoft’s Power BI to unlock even more reporting abilities.

Personalization – Pin commonly use menus to pages and bookmark pages that you visit often. You can also customize page and table layouts to only include the fields you need. Each user will have their own customizations to help improve each person’s workflows

Keyboard Shortcuts – Work faster and more efficiently by taking advantage of keyboard shortcuts. Save time while navigating the software and get what you need done faster!

Add Notes, Documents or Links to Data – You can add additional data to customers, sales orders and more in Business Central. Attach pertinent files or links. Or use this field to quickly type in some notes.

Microsoft Dynamics 365 Business Central has the capabilities to fit your business and improve your business processes. Whether you have one stores or ten, Business Central can adapt to you. Contact [email protected] to learn more.

Take advantage of a cloud based system like Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central operates in the cloud giving you and your business plenty of advantages over your competition. Employing a cloud based solution can improve your security, flexibility and reliability. Below are some of the top benefits of Business Central’s cloud deployment.

Advanced analytics – Better business decisions with advanced analytics that allow you to model, and analyze data across multiple dimensions. Seamlessly sync data with Microsoft Power BI to create additional reports and visuals from your data.

Intuitive UI – Cloud ERP offers easy and intuitive UI. It also helps streamline business operations and accentuates the collaboration between users, all of which improve business performance. Reduce training time and let your staff get right to work.

Cost efficiency – Cloud computing reduces or eliminates the need for businesses to purchase specific equipment. Access your Business Central from any device with a web browser!

Microsoft AppSource – Find the right app for your business needs, extent your ERP solution through Business Applications to be ready for what’s next. Easily add and integrate other Dynamics 365 applications as your business needs change and integrate with other third-party apps through a community of Microsoft Apps developed for Business Central Users

Provides flexible pay options – Cloud systems allow businesses to scale up or down according to their needs and budget. Add or remove users as needed with only a few clicks!

Increases mobility – Work from anywhere on any device! Businesses that operate on the cloud can provide staff with options to work at home or in the field from any laptop or smartphone. Access all your data and functionality from anywhere!

Business Central gives your business the tools needed to grow at a price you can afford. Contact [email protected] to learn more about how Business Central can help streamline your business processes.

Work Quickly and Efficiently in Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is an innovative, flexible, and scalable solution that is fast to configure and simple to use. Unlike other solutions, Business Central is complete software solution meant to help you in every aspect of your business. Process POS transactions, complete sales and purchase orders, run reports and analysis and even handle your finances. If you’re using multiple software solutions to run your business, Microsoft’s Business Central can help streamline your processes, get your business running as efficiently as possible and save you money.

Switch to Business Central to enjoy:

• User-Friendly and Familiar UI – Microsoft Dynamics 365 Business Central has a simple to use interface that is very intuitive. This means you do not have to waste time training the staff on the usability of the software and they can hit the ground running with minimal training.


• Customizable Pages, Tables and Menus – You can customize Microsoft Dynamics 365 Business Central to suit the specific needs of your business. Personalize pages, tables and menus allowing you to work as quickly and efficiently as possible. Adding or removing fields makes sure all necessary information is captured and eliminates human error.


• Work Faster and Smarter – Business Central delivers tailored roles that enables your employees to access resources specific to their job functions. Each role gets personalized dashboards and menus to support efficient workflows. Business Central also integrates with other Microsoft solutions. Quickly edit tables in Excel, update receipts in Word or sales orders in Outlook. No need to switch windows, learn new programs or spend time importing/exporting the documents and data you need.

Business Central will help to take your business to the next level at a price you can afford. To learn more on how Business Central can help improve your business processes contact [email protected]. Want to learn more about Microsoft Dynamics 365 Business Central? Click here to see Business Central in action!

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].