During this recorded webinar, learn 12 tips and tricks based on some popular functionalities in Dynamics 365 Business Central.
Topics discussed during this session include:
- Personalization of pages – 3:25
- Switch between companies – 9:30
- Multiple company access – 10:45
- Filtering and saved views – 12:20
- Attaching notes and files – 16:10
- Bookmarking pages – 20:45
- Searching and entering data – 22:30
- Changing descriptions on posted entries – 27:40
- Scheduling reports – 30:25
- Modifying columns – 35:10
- Renaming master records – 38:45
- Changing journal batches – 40:15
- Post what’s visible within the entry table – 42:45
- Q&A – 46:30
Contact us if you have any questions about Dynamics 365 Business Central.
Tess: Hello, everyone, and thank you for taking some time out of your schedule today for our 12 Tips and Tricks in Dynamics 365 Business Central webinar. My name is Tess and I’m the facilitator today. And before I pass it over to our presenter, I want to remind you that if you have any questions during the webinar, please type them into the questions area in the control panel on the right hand side of your screen, and we’ll answer them at the end of the presentation. This session will be recorded and will be posted on our blog later today. So now I’d like to introduce you to our presenter today, Will Haber, who is a solution specialist on our Dynamics 365 Business Central team at Encore. So Will, I’ll pass it over to you.
Will: Hey, good morning, everyone, or good afternoon. I’m actually Will Haber. I’m on the team for Dynamics 365 Business Central, solution specialist on the team as Tess mentioned. And I’ll be going over 12 Tips and Tricks for Dynamics 365 Business Central. So today, what we’re gonna go through is 12 tips and tricks that I find very useful for anyone starting out in the new application, as well as just getting to learn Business Central. One of them would be page personalization. So we’ll get into that, like how you can personalize your client. Then another one would be multi company access, the ability to select multi…different companies within the system. There’s also a pop out windows feature. So the ability to focus in on the lines or focus in on a certain window within the application, there’s an ability to do that within the web application.
The ability to filter and save views. That’s another feature that I like to highlight because it’s very specific to the application, the ability to save customized views, the ability to attach notes and files, to bookmark pages within the application to show on your home screen, or your role center, the ability to search and enter data. So just different tips and tricks around how you search, how you answer, how you can do different things and different, like, numbering schemes, and different mechanisms to actually have like an ability to shortcut most search dimensions. The ability to change descriptions on posted entries, so this is something that I like to highlight because this is something that’s pretty invaluable to actually change descriptions on an entry table. And the ability to do that within certain entry tables.
The ability to schedule reports to the job queue. And that’s something to really take in mind and keep in mind when you’re actually going through the application. The ability to modify columns, so it’s kind of similar to page personalization, but the ability to actually modify the columns and show different things, move the columns around within the application and within a list. The ability to rename master records, so that’s something that is…it’s within most systems, but in Business Central, it’s pretty seamless in the way you can do that. You also have the ability to change journal batches. So without any further ado, I’ll get into it.
So the first thing I wanna go over is kind of personalizing and customizing your clients. So these are kind of the steps that you take to actually personalize and customize the client. And if you don’t mind, I’m actually gonna go into the application. So if we take for example, a list or a page. So for example, this is your role center right here. And this the role center, what that is, is basically your home screen within the application. And within the application you have certain tiles that we have within the application on the home screen. We have certain activities we can see such as overdue sales invoice amounts, purchase invoice amounts, things that are relevant to what your daily tasks are. You have certain actions you can show as well within the application. You also have certain tables that you have access to as part of your role within the application.
So basically, what I’m gonna do is I’m gonna go to the gears, I’m gonna go to Personalize. And when I go to Personalize, there’s a view that I actually have access to over here. And so there’s certain things that are hidden by default within the application. And there’s certain things that are actually not in…like by default within the application. So anything that’s hidden will have the gray slash marks around it, and also be grayed out as well. So if I wanted to show, for example, customer discount groups and I have a relevant…you can see that table, I can go to move or show or even open the application. So I’m gonna go show for now. And so I clicked that. And then let’s say I don’t need to see the business performance right now, it’s not relevant to what I do, I can go to hide. So that’ll hide the actual part of that page. And so when I actually click Done on the personalization…well, before I do that, actually, I’m gonna show plus fields. So there’s an ability to add fields within the application.
So right now, there’s no fields to be added. But if there were fields available on the page, they would show up here, and you can drag them on to the actual page. So I go ahead and click Done, I can actually see that my personalization takes effect. And the customer discount groups are shown here. And then you have at the bottom, the business performance is no longer showing, so you have a personalized view of what your actual client looks like. So that’s kind of what personalization is, in a sense.
There’s also the ability to customize lists and pages or cards within this application. So if I go to the customer list, and I click on that, I have a few customers by default within the default database, and default company. So what I can do now is I can actually go into this customer, or I can personalize the customer from here, the customer list page. I do the same steps, I go to the gears, and then I go to Personalize. And then within the personalization, I actually have the ability similar to what the role center is to actually customize and remove certain personalizations or add certain personalizations. So for example, if I don’t wanna see the currency code, I don’t need to see that on the customer list, I can go to hide this, and it will disappear from my view.
So I can also move the freeze pane as well, too. So what the freeze pane is basically when you scroll, it’s the pane that sets the actual application, like when you’re scrolling. So if I set this to the freeze pane, when I scroll over, if there is more fields available, it would actually show the scroll as it would go through, so number and name would stay constant while you scroll through it. So if I click Done, and I actually go to…and now the personalization takes effect, I can actually go into a customer card here. Let’s pick Trey Research for example. I can actually personalize a customer card as well. So a card page within the system.
So I go to the gears, I go to Personalize. And let’s say I don’t wanna see the contact name, for example, I can actually remove or hide this view. And I can also show it under show more. So it can show always or show under show more. So basically what that means is by show always, it’ll always be showing by people. But if I show more, it’ll be showing on the Show more tab. So like for example, if I got Show less here, it’ll stay within the actual contact name. So when under Show more, what happens is, is basically the contact name flows over to the Show more so like…and then the…another thing is I can remove like something like the phone number, for example. And then if I click Done, the personalization takes effect. So if I go over here, and I show less, the actual contact name won’t be showing until I click Show more. And that kind of hides that from the view. If for example, you don’t need to see it right away, but you need to see it on the page as a view within the application. So that’s the first tip I kind of wanted to go through.
The second tip that I wanna go through is kind of switch companies and to switch companies within the application, there’s a couple different ways you can actually do that. So you can go to My Settings on the gears, and you can click the company, and click the three dots right here. And it’ll take you to your list of companies. So within your list of companies, you do have the ability to create a new company from here, or you have the ability to switch companies. So I’m gonna go ahead and switch to My Company’s default company. I click OK. And then I click OK again, and it restarts the application. And so while it’s restarting the application, it’s basically going through and showing you how that within the company, it actually shows you what the new company setup looks like.
So if I go through here, and I go back into My Company, so we’re in a completely different company now, so we have the ability to use that. So another thing is…another ability that I kind of wanna show you is, for example, if I wanted to change companies, I do have the ability to go through and do this, I add multiple tabs within my system. So I can do this, I can actually go and open up a new tab within Business Central. So I can have multiple companies showing at the same time. So if I’m working through this, this will bring me to the default company that I was logged into. But if I go ahead, and I switch that company, into My Setting, and go over here, go back to the Cronus company, which is the demo company, essentially within Business Central.
So now what I can do is, if I’m working in both companies, I can actually have both companies available as tabs while I work through the application. And this is something that’s definitely a big feature within Business Central, the ability to access multiple companies at the same time. So you see My Company, and then you have the Cronus tab of the company. So the next tip I wanna go through is the ability to filter and save views. So basically, the ability to filter and save views is pretty standard within the application. So what you can do is I can either go to the search bar, or I can actually go to Customers over here, which is on my homepage as the default role.
So what I have here is, like I already have a couple saved views by default. So for example, I have the Canadian Customers view, which is basically just a filter with the blank currency code, because all my customers are currently Canadian based on currency. So essentially, what this is, is if the currency code is blank, so what that means is, it’s a saved view within that. But what I can do is I can click the three dots right here, I can go Save as, or I can click Rename. So for example, if I wanted to rename this to something more relevant, such as Local Customers, I can do that. It saves the changes. And so basically, now when I go back to the entire list, I can click All, this will take me to the entire list. But then if I go to Local Customers, it will take me back to that saved view.
Another saved view that I have is basically this Customer Balance Due between 5,000 and 10,000. And so the balance of local currency is between 5,000 and 10,000 in local currency. So this is kind of a saved view of what those two customers would look like between that range. Now, if I go back to the whole list, I can actually show you how to filter on a quick filter, like what I was showing you before. So let’s say I need to look up something really quick. And I wanna use a quick filter. So this is the global search, which searches all fields within the actual list itself. So if I go to Tray, for example, I can search that and it goes to Trey Research. So what Trey Research is, is basically the customer 20,000. And the customer 20,000 is based on the search that I use for Tray.
Now let’s say I need to search for something a little more specific. So like let’s say I can add a filter here and I can filter on the actual field. So if I go into Filter list by, add a filter here, and I filter by balance due and local currency. And I want all customers with a balance that is greater than zero, so I answer greater than sign, and then zero. And so this will bring me to all the customers that have a balance due that’s greater than zero in local currency. So these are the three customers that currently have a balance due. So I can actually save this view. So I can go to Save as. And let’s say I wanna save this, Customers with Outstanding Balance. I click Enter, and it actually refreshes, and it shows you that view as well. So that’s kind of the tip on how to save filter and save views. This is a very useful tool within the application to actually navigate and save the views and kind of work your way through it.
So the next thing I wanna go through is the ability to attach notes and files. So within a customer card, for example, if I’m in Trey Research, and I wanna attach notes and files, I can either do it from the list page itself, or I can do it from the card. And so what a list page is, is basically the list of records that you have. So this is a list page right here. So within the list page, I can actually do…I can save a note here. So for example, if I wanna save a note, right, from the list itself, I can go to the plus sign on the Notes and say Trey Research, On Hold, for example. So I save the note. So basically, it saves my user, the date I saved it, and what the note was. I can also save certain attachments to this. So for example, I can save links as well. But what I’m gonna show you is actually how to save the attachment. So if I go to the…inside the record, so for the record, you actually have to save it inside of the card itself as the application works currently.
Will: And so within the application, we have a couple attachments here. So we have zero right now. So what I can do is I can actually open up and click on this zero. And what this is called is a flow field. And so the flow field is basically a blue arrow or a blue field with like an underline under it. And what it does is it takes you to another table within the system. And so this is another table system for attaching documents. So I go ahead and I select the file, I can choose any type of file and save it into the system. So for a PDF, for example, or a picture, for example, I’m gonna actually do a picture here as an example, but just to show you how I can save multiple things.
So let me reload that. Give me one minute, let me reload this. Let me actually open this up, save this up. Essentially, what it did was it saved the actual import, for example. So I can actually preview the file. And so basically, what this can do is it previews the file. And what it does is it shows you an actual preview of what the file is. So it takes you to the actual Excel document in this case. It also shows what the file extension is. It shows you when you saved it, and who it was saved by, and what the attachment date was when the attachment was generated. You can also close the sales transaction. So for example, if I wanted to flow this over to sales orders and sales invoices, I can actually flow this from the customer or the master record on to sales invoice and orders.
So this gives you a preview, you open this up, and it’ll actually display the attachment in whatever application was selected for the attachment…or whatever the attachment is in the application. Let me open that up.
Will: That’s basically what the ability to save attachments and files within the application is. So I’m gonna go ahead and close this. And so what it does is it saves your application as one now. So that’s the actual application saving mechanism.
And so the ability to bookmark pages is the next thing I wanna go through. So for example, if I wanted to save a customer page, and I want the ability to bookmark that or if, for example, if I wanna save something else within the application, so for example, items, I go to Items. And let’s say I’m an inventory person. But I also deal with sales transactions, I can actually save this to the actual homepage. So what it does is when you bookmark it, it saves it to the role center. And what the role center is, is your homepage when you log in. So right now, it’s currently bookmarked. So if I remove that, and I go back to my homepage, I currently would not see the items. So right now, it’s currently not showing within the homepage, but I can actually search for the items page again. And I can either open up the items themselves, or another trick is to actually go right here to the right hand side, and you can actually click the bookmark directly from there. And now it’s added to your homepage. So when I go back, it automatically adds the homepage, and I can select it, and it’ll take me right to the items table. So that’s kind of an interesting trick, and a very useful trick in the application to actually save things from any page table view to the actual home screen at that point. That’s something to keep in mind.
Another thing would be…and the next tip would be the ability to search and enter data. So, for example, if I wanna search for…I kind of showed you this already, how you can search on a quick filter, so for example, if I search test, it’ll bring up the two test items that I have within the system in the quick filter. And then so for example, if I wanna search and enter data within the system, I can actually search, for example, any item on an advanced filter that I was previously showing you where the inventory is greater than zero. And it will take me to all my inventory where I have stock currently.
So this is where you can kind of see that. Another thing is, is actually saved views and the show filtered views, you can actually show different pages in a list. You can show them filtered views, or you can show them as tiles, or you can show them as tall tiles in this case, or you can show them as actual tiles. So there’s three different views that you can actually have for any list depending on what your preferences are. So entering data is the next thing I wanna go through. So for example, if I go to a sales invoice, and I create a new one. So I went to sales invoices, and it shows it’s grayed out because I’m currently on the page, I create a new one. And I give it a customer name and a customer contact. So basically what I do is I can go here, it’ll actually save the invoice number. And then I can go to the customer name, Trey Research for example. Click OK.
Now let’s say I wanna enter data and I have the…currently the system date is you can check that in My Setting. So right now the work date is 2/6/21. So if I wanna do the posting date is today plus 2D, I can actually do 2/6 or 2/7 and it’ll actually save the filter as 2/7/21. So that’s what currently the filters are, so 2/7. It’ll take the current date, the current month…the current day and month of the current year. So I can also do T as well. And then I’ll change to 2/9, so what the current date is, within my system date, so what the system date is, and currently the system date is what today’s date is within the system. So right now, it’s currently 2/9, but the work date is 2/6. And so that’s kind of how you can enter different date fields within there. Now in terms of different quantity fields, like for example, numbering schemes, you can actually go into an item here. And let’s say I wanted to order 50 of these, but I don’t wanna type in 50, I can do 10 times 5, and the system will automatically do the math for me. So what that does is it just…it multiplies to 50. And then…so based on the unit price. So right now, currently, if I wanted to do that, I can actually do calculations on the fly within the system. So 10 times 5 is 50 in that case. But let’s say I wanted to sell half of these, for example, so I can do divided by 2, and it’ll take me back to 25.
So that’s kind of how you can search and enter data within the system. And there’s just different tips and tricks, I’ll be sending out the presentation. And it’s kind of like, the presentation essentially is it shows you the different tricks, the different tips of how you enter and search data, all the different shortcuts involved there. So there’s a couple different ways you can actually do that within the system.
Now, in terms of filtering and saving views, and searching and entering data, that’s probably the most useful thing for data entry. Now, in terms of… There’s a couple different things you can actually do. So the numbering field, if you select the number series, from the three dots right here, into the application, it auto… So basically, you can select a number series and what number series are, are within the application, they are standard number codes that you can set up, and number of sequences per type of master record. Like for example, items, you can have multiple ones, customers, vendors. Whatever master record you have within the system, there are number series that you can have set up. So that’s kind of what the entering of data is.
Now, I’m gonna show you an interesting thing that…or an interesting trick that was kind of shown to me a few months back. It’s within the system. And it’s very useful within the system and the application. So if I go back to Business Central, and I go to…and I go back to the homepage, for example. What you can do is to always go back to the homepage. If you’re on a list, you can go click on the company name, and it takes you right to the homepage.
So within the homepage, you have the ability to actually navigate to, in certain cases, the entry tables. But I’m gonna go ahead and search for it. So right now I’m gonna go ahead and you go to the general ledger entries. And so within the search, the pages and tasks, there’s also reports and analysis, and the entry tables are located in the reports and analysis section of your search. So I’m gonna go ahead and save this to the bookmark as well. I’m gonna go ahead and search for it. And so right now, I have this list. And let’s say I have an entry or posted entry that has a description that’s incorrect. Someone posted an incorrect entry with an incorrect description. And I need to change that.
So what I can do is I can go to Edit List. And so for example, if this is the wrong date, that should be February of 2020, let’s just say it is, like it was posted in February of 2020, I can change this to Feb 2020. I can actually change that and it’ll take effect. So now, currently, when that posted entry is shown, it’ll say February of 2020 instead of March of 2020, and this goes for the general ledger entries. And changing descriptions on posted entries is something that I would…I would say that it’s not…it’s something that you need to do on a one-off basis at most. I wouldn’t make it a habit because it’s…posted entries in the system are very crucial and critical to actually keeping data consistency and you really don’t wanna be modifying those records. But it is a good tip to know if there is an incorrect description on a posted entry, that you can edit it.
So that’s changing descriptions on posted entries. Now, the next tip that I wanna show you is scheduling reports. And with scheduling reports, you can actually go into the system. And what you can do is you can actually do it one of two ways. You can go to the actual home screen in here, there’s a report inbox by default within the reports section. So for example, if I wanna go to the Report Inbox, I click the drop down, I go to Show Queue. And so what reports are within the system, and how they run on a schedule is through the job queue. And the job queue has job queue entries. And so for the job queue entries, you can adjust the exchange rates, you can delegate approval across different reports within the system. It can be scheduled either on a nightly basis, on a recurring basis.
So for example, if I wanna open this one up, this is the Delegate Approval Request for approvals. So right now, currently, what we notice right away is that the status is ready. But the earliest start date was 1:02. So it shows your last ready state, it shows when your earliest start date is on the actual report. So it’s scheduled to run tomorrow according to the system at 1:02 p.m. Hit the Recurring Job and the number of minutes between runs, you can define as well, too. So by default, it’s going to go on to 1440. But you can actually change the interval between how often the job runs or the report runs within the system.
The inactivity timeout period, you can also set that, too, in terms of minutes. So this is basically where a job with a status on hold is automatically restated. And what on hold is, is basically…it’s basically a report queue or a job schedule that’s been delayed. And you can actually do that or report an error status. And you want to actually explore and see why that’s an error, or why that’s an actual…why the job itself is stuck in an in process for whatever reason, whatever error message it would be. So what I can do is I can go to Related, Job Queue, and Log Entries to actually show what the logs are on this job. So right now, currently, you see all the different statuses involved here within Report. So within the Job Queue, Log Entries, you have the success, the status of how often it was run, or what status was on it. So if I filter by the list, I can actually see what the status fields are.
So right now there’s three different options. There’s a success, so it ran successfully, there’s an in process. So basically, it’s currently in process, and it’s either gonna finish with a success or an error. And then there’s an error status. So what the error status is, is basically, if there’s any errors in here, there isn’t, but what it shows is the error in the description of the error. And based on the description of the error, you can then modify the job queue to reschedule it. Just a description of what it was successful for, in this case, so I’ll automatically open this up by double clicking on the field…the end of the field length. So similar to Word or Excel.
So essentially, what happens is, is that you have the start date, when it was ran, what the start time was, how long the job took. And if there was an error message it would display it here. You can then open up the records to view the error message. So this is a very useful feature to scheduling reports within the application. And you can actually set scheduled concurrent reports to run on different tiers within the system to actually have the ability to schedule reports and to run them concurrently or to run them in parallel or sequentially. Because as you’re going through your business, you’re gonna see reports that you wanna schedule or you wanna run on a queue. You may not wanna run things overnight, you may want to run them overnight.
So you can set all these different parameters to have overnight jobs. You can also have jobs that run during the day. So you have the flexibility to schedule when and how the jobs are run. So I go back to the presentation. And the next thing I wanna go through is to modify columns. So similar to personalizing a page, what you can do is here… So for example, if among the customer page, so I go back to the Customers. And so basically, once I go back to the Customers, I can actually see different things within the application. So for example, I have the details, I have the attachment for a customer, for example, Trey Research in this case.
So you can see the customer statistics, you can see the balances. But let’s say I have a certain role that I don’t need access to actually see certain statistics within the application, I can actually remove these stacked boxes is what they’re called. So if I go to the gears, and I go to Personalize, similar to what we were doing before, personalizing the page, I can actually personalize this list. And I can either…I can remove this customer statistics, so I don’t have to see…I don’t need access to it, basically. So I can hide this. And then once hidden, it’ll actually turn to the slash marks. And then once I actually click Done, similar to what we saw before, it’ll actually…it won’t appear anymore. Another thing I can do is I can add a field. So in the customer list, there’s a lot of available fields. So I click plus field. And so currently… Actually, if I go into the card itself, I can keep the personalization on. And I go to plus field. And so we have a list of available fields here. So for example, if I wanna see on the customer card, the number…or the search name, or the Name 2, so what like the alternate name of the customer would be, I can go ahead and drag this onto the page, right under Name, or under IC Partner Code. So I can actually drag that right there. I can move this as well, too.
So currently, what I can do is I can move this up, I can move that over there. And so when I can click, I can actually do that. And then I get…for example, if I wanted to remove the blocked feature from the page, I can actually do that as well. I can hide that. And so now what it does is it updates on the page, and it updates on your personalization here. So if I go ahead and click Done, it will save the changes on that card and for every card with each customer. So this is a very useful tool, personalization, and just basically the ability to actually personalize your client, to change columns, to add columns, to remove columns. And it’s very useful within the application. There’s a lot of standard fields that sometimes they’re not shown within the actual page, but you can actually personalize and add those columns as you need to. So let’s say I wanted to change the name of a master record. I can change that, for example. So Trey Research, let’s say they have an operation that’s limited, so I can go Ltd.
And so what it does is there’s no Save button within the application. But once I tab out of a field, it saves the application by default. And it turns into a saved status within the application. So let me do that again, just to kind of show you that. So limited for example, if I spell it out, I can actually do that. I can tab out and it goes saving and then saved. So it saves it to the database. To Ltd., let’s say I wanted to change this to Ltd., but I don’t wanna save this, I can actually click Escape, which is what I just did. And it’ll change it back to whatever the previous value is. So escape within the system is similar to Ctrl+Z within any Word application or Microsoft application. And what that does is it reverts to change back to what it was previously…what the value was previously. So if Ltd. was entered, and I changed it back…and I wanted to change it back to Limited, like I didn’t wanna save that, I can actually click Escape within the field and it’ll revert back to the previous value. So that’s the next tip I wanted to go over.
The last thing I really wanted to go through, and this is very useful for the accounting and finance people, the ability to change journal batches. And that’s a very key feature within the application. And I always like to highlight this because it’s a very useful feature.
So I go to the General Journals. And what general journals are, are basically…there’s…the way it’s set up in the system is there’s templates, batches, and then journals themselves. So templates are like the master, essentially, batches are different batches you can post in. So for example, you could split it out by user or by operation. Let’s say you have multiple users in your accounting department, the recommendation there would be to actually split it out by batch, when you’re posting. So there’s two ways I can get there. I can actually go to the templates themselves. So within the Templates, I can go to the General Template, I can go to Related, Template, and then Batches. And so this will take me to all my batches associated with my general template. And so within the general journal batches, we have the default batch and we also have the monthly batches.
So currently, that’s, like, based on operation. But let’s say I wanted to change it to another batch, I can actually rename these batches. I can change it to a user’s name, so for example, My Batch or someone else’s batch within the system, I can do that as well. So that’s kind of what you can do there. But you can actually go into the journal, and I’ll show you how it’s actually changed, the journal batches, directly from the journal. So we’re in the default journal right now. And let’s say I wanna get back from a monthly batch, what I can do is I can go to the Batch Name over here, I can click on the three dots. I can change this to monthly.
And so I click OK. And so that changes right back to a monthly batch. So you see the lines have changed, and everything is updated to actual monthly batch settings. So that’s kind of what the ability to change batches are. So now I’m gonna go back and go ahead…go ahead and go back to the default batch. And I’m gonna show you an additional trick here. So let’s say I wanted to post only what’s visible. So like, I don’t wanna post these…both these lines, I only wanna post one line. And I wanna make that line visible within the batch or within the journal itself. So what I can do is, I can actually filter on a value within one of those lines. So for example, I filter on the amount, is equal to $5. I can type the field name in here, I can click $5. It’ll change to that. And so when I go ahead, and I go to Preview Posting… So you can either preview a posting within the application, or you can actually post the application within the journal. You can also post and print. So what that does is it posts the journal batch, and it will print the report of what you posted. So I’m gonna go ahead and go Preview Posting here. And so when I go ahead and go Preview Posting, it’ll actually take me to the posting preview. And so what this is, is basically all these related entries within the system, such as GL entries, tax entries, and bank account entries.
So these are all the entries that would be generated from a posting of that singular line. And so we see in the actual lines, if we go to the number of entries, and this is what a flow field is, it’ll take you to another table. So we see this is what they’re actually comprised of. So right now, it’s going to purchase, domestic, and services, product posting groups. It’s going to the bank account. It’s the balancing account. There’s $4, the posting, and then $1 is going to another GL account. So in general, the balancing account will be this other test GL account that I created. So right now you see the debits and credits within the posting, but it’s only for that line.
So if I wanna go back and I actually wanna unfilter this, and I go back, and I go ahead and go Preview Posting again… So currently, there’s an error. But basically what would happen is, is that if I change this, to, for example, services over here, this will get back to the error, I go Preview Posting. And so within the Preview Posting, you have the GL entries, the tax entries, and the bank account, similar to before. So now we have two separate entries. So we’re gonna have the $5 entry and the $6 entry. The $5 entry is shown as previously, and then the $6 entry would actually have this entry as well. So that’s kind of how you can post what’s visible within the system, within the entry tables, and see how it’s reflected within the entry tables.
It’s very useful, because if you have a batch of over a hundred lines or multiple lines, you can post what…only what you know is ready to be posted. And the rest of it, you can actually post at a later day. So that’s important. And that’s a critical feature for the accounting and finance teams, to post only what’s visible, and the ability to change batches. Now I’m gonna go ahead and open up the floor. And that’s really what I had today for different tips and tricks. And I’ll open up the floor for questions. Thank you.
Tess: That was great. Thank you Will. So yes, if anyone has any questions, please enter them into the questions area in the control panel on the right hand side of your screen. We have had some questions that have come in while you’re presenting. So I will get started with those. So the first question is, is there a desktop application for Dynamics 365 Business Central, or is it only web based?
Will: Great question. So there is a desktop application. There’s the on-premise version of Business Central, and there’s also the cloud-based version. So it’s split up into the on-premise version, which is basically the desktop application where you can run your SQL Server applications and anything you need to within a desktop application. And you can also host it on the cloud as a web client. And then there’s a SaaS-based version, which is the web version that I was showing you currently within the application.
Tess: Awesome, thank you. The next question is, is there a way to automatically update characteristics, i.e. a description of posted GL transactions based on an external mapping that is dynamic?
Will: That’s a great question. So an external mapping that’s dynamic. In terms of that, I would say there’s a way to update the GL entries. But in terms of, like, an external mapping, I’d have to get more of…information into what the mapping would be. So let me follow up on that and I’ll get back to you on that.
Tess: All right, perfect. I will share their information with you, Will. The next question is can the list of bookmarks be reviewed and edited?
Will: Yes. So basically, if I go back into the application, and I show you what the bookmark list is, so if I go over here, and I go into the bookmarks, back into the bookmarks…actually, let me just go back to the home screen. Let’s go back into…okay there. So essentially, yes, there is an ability to actually look at the bookmarks and see which bookmarks are actually available within the application. So in terms of the bookmarks, there is a list over here. So if I go to… So you see the application over here. You have the different administration, you have depreciation books, data migration, and data migration settings. So if I wanted to bookmark this one, I can actually do that. Now, there isn’t a specific list, if you’re meaning more of a lists of actual bookmarks themselves, there is no actual list of bookmarks. So that’s kind of what the…in that sense there is not a list for actual reviewing the bookmarks and like how many bookmarks there are.
Tess: Great, thank you. Now the next question is, can you set up default views for roles, or does the user have to personalize their view themselves?
Will: So you can. That’s a great question. So what you can do is you can actually go to the profiles and roles. And so within the profiles and roles, there’s a couple of default ones that are set up. So for example, accounting manager, let’s go ahead and open that one up. So what you can do is you can actually personalize the roles. You can actually enable personalization. You can use it as a default profile. You can disable personalization. So for example, if you wanted to disable the ability for the user to personalize their views, you just want the user to have their standard view, you can do that as well. You can show it in the Role Explorer. So for example, if I click this, it can actually show you in the My Settings. It’ll appear in the My Settings when you click on the Role. So that’s kind of where that lives.
So in terms of the actual My Settings, that’s how you can show it in the Role Explorer. You can enable the role as well. So if I click Enabled here, and now it’s available within the roles. You can also customize the role as well, too. So that’s the key within the application, to actually customize the pages. So if I click Customize pages, it’ll take me into a configuration mode, where I can then customize the entire role for the user, or the profile that the user would be using at that point. And you can actually split that out into different user groups as well. So that’s kind of where you have that ability. It’s a very powerful ability. And I would say it’s a very useful thing within the application. So you can actually…for example, if I wanted to remove this, and then I click Done, it’ll actually…customization completed successfully, and you can now close the browser tab and go back to your application. So now it’s a customized role at that point.
Tess: Perfect, thank you. The next question is, are we able to limit some users’ access to adding, removing, or editing certain fields in either the customer card or vendor card?
Will: Yes, you can do that through permission. So there’s certain things within the system that you can restrict via permission, and also via user groups. So if you go to the users table, for example. So within the users table, I have a few different users over here. So if I go to the admin, I can actually…you see there’s a couple different user groups that I have assigned to myself. And so these user groups can have multiple users in them. And you can actually restrict certain people’s access, certain groups’ access. So for example, the accounting team, if you wanted to restrict their ability to look at inventory, you can actually do that within a group. Or you can do it on a user…an individual user basis as well.
Tess: Perfect. The next question is, what is the best method to migrate QuickBooks past transaction history to Business Central?
Will: Great question. So within QuickBooks, or within Business Central, you can actually do it through an assisted setup. So there’s an assisted setup to actually migrate over data. And these assisted setups are found throughout the application, they’re anything from currency, to different…sending out Outlook, sending out emails. So what you can do is you can actually migrate your data. So you can set it up through cloud migration to the on-premise, or you can import existing data from your former system. So it’s kind of a setup guide, and it goes through each step of the process. And you can import from Excel. You can import from QuickBooks Online, or you can import from QuickBooks. So there are options to use the data migration tools. You can also use the journal to upload them as well.
Tess: All right, thank you very much, Will.
Will: Thank you.
Tess: We have one last question. And that is, what’s the difference between opening and editing in Excel?
Will: Yes, great question. So essentially, the difference between both of those is on any page, you have the ability… So if I go back, and I go to the page itself, that has that feature, so like the user page, for example. So if I’m on the user page, and I click the page action over here, there’s the ability to open in Excel and edit in Excel. You may be asking yourself, what’s the difference there. So open in Excel is basically giving you a raw export of what the actual fields would be, what the tables would be. And it’s in a filtered view. So what I mean by that is, if I open in Excel, it’ll actually give me all these columns that are filtered currently in a view in Excel. So right now, my Excel is going on a few issues. But actually what it does is it basically gives you a filtered view of the username, the full name, and the authentication email.
Now, the ability to edit in Excel is, I currently don’t have it set up, but what it is, is basically, you can set up a data connection between Business Central and Excel. And you can update all columns in real time. So for example, if I wanted to change the user name, full name over here, but I wanted to do it for multiple users in this case, because I need to do updates, I can actually go to the Page and Edit in Excel. And within Edit in Excel, I can actually go and edit the username descriptions, publish these in Excel, those changes, and it’ll upload into the application. That’s the difference there, basically.
Tess: Awesome, thank you. So we’re almost at time, and there haven’t been any more questions. So Will, if you could go back to the PowerPoint, I just have a few things I wanna highlight for some of our upcoming webinars before we close out today.
So all of our webinars can be seen on our Events page, and I’ll add that link to the chat. We have two webinars for how to do Dynamics GP processes in Dynamics 365 Business Central, as well as what’s new in Business Central in the Release Wave 1 of 2021. So I’ll add that link to the chat. And I’m gonna add two other links to the chat as well that are about receiving emails from Encore, so if you’d like to receive our newsletters or our product and service emails, or know about other upcoming events in the future, you can sign up through that link. And I also added a link for Encore Care Unlimited, which is our support plan. And the link explains the different features that are involved there. And you can always contact us if you have any questions. So thank you, Will, for the information. And thank you, everyone, for joining us today. So have a great rest of your day, everyone.
Which Dynamics Product Is Best for You?
Answer some basic questions about your company and your requirements, and find out what products would fit your business.Take Our Quiz