How to Set Up Initial Bank Account Balances in Dynamics 365 Business Central Goal: Establish the Bank Account’s sub-ledger detail in a manner that prepares for processing future bank reconciliations. Requirements: Ending Bank Balance from a current bank statement. A list of outstanding checks, outstanding deposits, and any other uncleared transactions from the previous system’s […]
Read MoreDynamics 365 Business Central for the GP User (Webinar) Watch our On-Demand Webinar- Dynamics 365 Business Central for the GP User, hosted by Chris Zeiler, Dynamics ERP Practice Lead, and Mark Munson! Compare Dynamics 365 Business Central (BC) with Dynamics GP from the eyes of a consultant that knows the functionality of both!
Read MoreEnhanced Email or Not With the Wave 1 2020 release, Microsoft rolled out an option called “Enhanced Email”. This feature updates the current email experience in Dynamics 365. However, it only updates the experience from the timeline. So, you will need to decide if the enhanced email experience is right for you or not. I […]
Read MoreBefore we get started… In my prior post, I highlighted the Dynamics 365 enhanced filtering capabilities coming in the Wave 1 2020 update. So, check out that post. Then, keep reading this post as we will dive into more details. Additionally, you will need to have the Wave 1 2020 update applied. If you haven’t […]
Read MoreWhy Now? Back in September 2019, Microsoft announced that on October 1, 2020, the Classic UI for Dynamics 365 would no longer be available. Another important thing to note is that you may already be scheduled for an upgrade and not know it! Fellow Microsoft MVP, Gus Gonzalez, posted a great video tackling this topic. […]
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