Thursday, 14 September 2023
Unlock Efficiency: Enhance Your Pages by Adding Existing Table Fields
Tuesday, 12 September 2023
Seamless Intercompany Transactions: Connecting Business Central Environments
In today's global
business landscape, many companies operate across multiple entities and even
different Business Central environments. Managing transactions between these
entities can be complex and time-consuming. Fortunately, Business Central's
Intercompany Postings feature simplifies this process, making it easier to
handle accounting for multiple companies in various tenant environments, all
while eliminating the need to manage files manually.
Here's a closer
look at the key features and benefits of Intercompany Postings:
1. Seamless Setup
of Intercompany Partnerships:
Setting up an
intercompany partnership between companies operating in different Business
Central environments is a breeze. On the Intercompany Partner Setup page, you
can effortlessly select an environment you have access to and choose a company
that you're authorized to set up as an intercompany partner in that
environment. This streamlined setup process saves you time and minimizes
complexity.
2. Efficient
Transaction Handling:
Once you've
established intercompany partnerships, you gain the ability to automatically
send and receive transactions for partner companies, even if they are located
in different Business Central environments. This means you can seamlessly
process sales and purchase documents, intercompany general journals, and
purchase invoice cost distributions, enhancing operational efficiency.
3. Comprehensive
Intercompany Functionality:
Business Central's
Intercompany Postings feature extends across environments, allowing you to
leverage all intercompany capabilities, such as mapping accounts to an
intercompany chart of accounts, handling dimensions, or managing items. This
means transactions can flow smoothly and accurately, even when partners reside
in different Business Central environments.
In summary,
Business Central's Intercompany Postings feature empowers businesses to handle
transactions effortlessly, whether they operate in a single environment or
across multiple tenant environments. This streamlined approach simplifies
accounting processes, saves time, and ensures accuracy, ultimately contributing
to improved operational efficiency and financial management.
Stay tuned for more
insights on how to make the most of Business Central's powerful features!
Monday, 11 September 2023
Unlocking Mobile Potential: Streamlined Access and Navigation in Business Central mobile app.
In today's
fast-paced world, the use of mobile phones and tablets to access Microsoft
Dynamics 365 Business Central is rising. 📈
The power to
swiftly locate pages and data on our mobile devices has ushered in a world of
new possibilities for mobile scenarios. 🌐💼
Whether it's
checking real-time inventory from the warehouse floor or approving purchase
orders while on the go, the convenience and accessibility of Business Central
on mobile are transforming the way we work. 💻📲
As the
mobile landscape continues to evolve, it's essential to harness these
capabilities to drive productivity and stay ahead in the digital era. 💪
Mastering Multitasking: Simplifying Tab Navigation for Efficient multitasking.
In Business
Central, users can enhance their productivity by employing multiple browser
tabs or windows to compare data, even across different companies or handle new
tasks as they arise. However, the challenge arises when it becomes cumbersome
to navigate across these open windows, especially when they all look the same.
In this
latest update, Business Central offers a solution by introducing a clear and
straightforward naming scheme for browser tabs and windows:
Context: The tab name on list, card, and
document pages now mirrors the current record, page, or view, regardless of how
you arrived there.
Readability: To enhance readability, the tab
name has been streamlined, removing any extraneous information. This means no
more lengthy product branding or redundant view/edit indicators cluttering your
tabs.
Real-time
Updates: The tab
name is automatically updated as you navigate within the web client, ensuring
it always reflects your current context.
Multi-Company
Support: For users
dealing with multiple companies, the company badge is now included in the tab
name, providing a clear distinction.
This
enhancement simplifies the user experience, making it easier than ever to
switch between tasks and maintain context, ultimately boosting efficiency. Try
it out and experience the difference!
The
following table includes examples of browser tab naming:
Pattern |
Example |
Browser tab name |
list page |
Items list page |
"Items" |
list view |
Open filtered view on Sales Orders list |
"Sales Orders - Open" |
single record |
Item Card showing single record |
"Item Card - 1896 ∙ ATHENS Desk" |
setup pages |
Sales and Inventory Forecast Setup page |
"Sales and Inventory Forecast Setup" |
draft records |
Customer Card for new customer |
"New - Customer card" |
root URL |
Business Manager Role Center home page |
"Dynamics 365 Business Central" |
profile override |
URL includes ?profile=DISPATCHER |
"Service Manager - Dynamics 365 Business
Central" |
Sunday, 10 September 2023
Show related record details from lookup in D365 BC 23
In the past, accessing information
about related records from lookup dialogs required multiple clicks. However,
with the introduction of the 'Show details' action in lookup dialogs, you can
now swiftly access details about related records on any page.
If you
prefer to primarily use your keyboard, the shortcut key combination for the Show
details action is Ctrl+Alt+Down
arrow.