You have reached the end of your fiscal or calendar year, and it’s time to close the accounting period in Microsoft Dynamics 365 Business Central. At least 12 months have passed since you last performed this process, and perhaps this is the first time you are completing these steps within Dynamics 365. You may have…
In previous blog posts, we’ve made the case that disconnected business systems can cause some serious issues for organizations. These issues ultimately lead to wasted time, inaccurate data, weakened performance, and considerable costs. Why is that? When each department is operating independently with their own processes and systems, the lack of integration makes it impossible…
The new version of Common Data Service, which is referred to as CDS for Apps (CDS 2.0), is extremely powerful — and when integrated with Microsoft Flow, PowerApps, PowerBI, and Dynamics 365 the results are unparalelled. In this post, we will walk through the steps to create, integrate, and test a complete Dynamics 365 integration…
The April 2019 updates to Microsoft Dynamics 365 Business Central came with a lot of impressive upgrades to enhance the user experience — one of which is Focus Mode. Dynamics 365 Business Central Focus Mode allows users to expand the line items section on a specific card enabling faster data entry. Another benefit of Focus…
Do you know who your customers are? If you’re like most growers, you struggle capturing contact information for your prospects and customers. You don’t feel as if you have a complete picture of your customer relationships and how they are affecting your overall success. Rather than using a CRM, many greenhouse growers manage customer touch…
Here’s a nifty trick to enable you to have both your NetSuite sandbox and your production environment open at the same time! As you likely know, NetSuite lets you select a specific role within either a sandbox or production in which to work. To have them both open at the same time, simply open one…
As companies grow, ERP complexity and customization increases. Therefore, upgrades can become intensive, disruptive, and time-consuming. It’s no wonder many companies will delay upgrades for long periods of time. Next to “new implementation,” no words may impact a client more than “upgrade.” After all, companies aren’t still on Microsoft Dynamics AX4 and Dynamics AX2009 because…
What is the best way to process customer payments for your business? There several ways that you can process customer payments in Microsoft Dynamics 365 Business Central. Two of the options allow you to post a payment without applying it to an invoice(s) or memo and process the application later. The third option requires you…
The October 2018 release of Dynamics 365 for Finance and Operations (Version 8.1) introduced several new and very useful features in the core financials management area of the application, along with other new functionalities and enhancements across various other modules, analytics, overall platform, extensibility and more. In this blog post, we will review some of…
Take that old crystal ball and throw it right out the window. You don’t need it anymore. As a user of Microsoft Dynamics ERP, you now have a much better option: Solver BI360. BI360’s budgeting and forecasting module is a complete data entry interface to capture strategies, goals, budgets, and forecasts. Available for cloud and…
