Microsoft Dynamics 365 Business Central is an enterprise resource planning (ERP) solution that centralizes functions needed to manage important business operations like finance, operations, and customer service. Leveraging the application effectively requires properly setting up and managing user roles and permissions. This article goes over the details of setting up Business Central permissions and ensuring users have the access needed to perform functions related to their job roles.
Managing User Roles and Permissions in Business Central
Topics: Business Central
Automating Accounts Payable (AP) in Business Central
One of the biggest pain points for new businesses can be tracking invoices for payment. Microsoft Dynamics Business Central’s Accounts Payable module automates these functions for companies, ensuring timely vendor payments. You can integrate AP automation for Business Central into other areas like purchasing, inventory, and the general ledger. This article explores some of the ways you can automate critical AP functions.
Topics: Business Central
Understanding Dimension Combinations in Dynamics Business Central
Most enterprise resource planning (ERP) solutions use some form of business rules. These rules govern the processes used to align the software with organization workflows, business objectives, and regulatory requirements. Business Central dimension combinations take to enforce data transaction boundaries. This article sheds more light on how Business Central uses dimension combinations and best practices for implementation.
Topics: Business Central
4 Business Central Modules You Should Absolutely Be Using
Microsoft Dynamics Business Central is more than an enterprise resource planning (ERP) solution. It gives small and medium-sized businesses the capabilities needed to remain competitive with larger organizations. Let’s take a deeper look into four essential Microsoft Dynamics 365 Business Central designed to optimize your operations.
Topics: Business Central
How to Customize Reports and Dashboards in Dynamics 365 Business Central
Many companies rely on enterprise resource planning systems like Dynamics 365 Business Central to streamline their core business processes. These systems centralize data from different areas, such as finance, human resources, and supply chain management. If you work in manufacturing, Dynamics 365 reporting tools and dashboards let you see what’s happening in real time in your production cycles. For retailers, it provides insight into available inventory across different locations.
Topics: Business Central
7-Step Guide to Transfer Data from QuickBooks to Business Central
QuickBooks is a great option for smaller companies looking for an efficient solution to manage their financials. However, it’s not designed to handle more complex operations. Dynamics 365 Business Central provides more advanced automation features and can scale to meet a growing company's demands.
In addition to accounting, Business Central includes modules for supply chain, customer service, sales, and supply chain management. You get everything you need to run a company on a single platform.
Below is a seven-step guide to transferring data from QuickBooks to Business Central. Get familiar with Business Central's requirements and data structures. Working with a partner like Internet eBusiness Solutions (IES) can help ensure you do everything correctly, including mapping out key data elements.
Topics: Business Central
How to Automate Workflows in Business Central
One of the benefits of using Dynamics 365 Business Central as your enterprise resource planning (ERP) solution is the ability to set up automated workflows. They provide relief from the manual work that often bogs users down during the day. You don’t need a technical background to become proficient at building Business Central workflows.
Topics: Business Central
Fixing Bank Reconciliation Errors in Business Central
Businesses use bank reconciliation to ensure that cash balances and transactions from bank statements are recorded in the general ledger. During this process, the reviewer looks for discrepancies. If one is found, the two cash amounts are brought into alignment by adjusting for unrecorded transactions, which can include bank fees and deposits not yet cleared.
Dynamics 365 Business Central bank reconciliation is made easier thanks to the tools provided by the platform. You can resolve any issues that might impact budgeting and forecasting. This article provides an overview of how to perform bank reconciliation in Business Central.
Topics: Business Central
What Is Dynamics 365 Business Central for IWs?
Dynamics 365 Business Central is a management solution designed to help small and mid-sized businesses (SMBs) manage various business processes. If you’re currently thinking about purchasing a license for Business Central, Microsoft provides a way for organizations to evaluate the product. That way, you get the chance to try out the rich features offered through Business Central before making a purchasing decision.
Topics: Business Central
Upgrading from NAV to Dynamics 365 Business Central: What You Need to Know
Dynamics NAV is an established, robust enterprise resource planning (ERP) tool that helps organizations manage business functions, including finance, human resources, and supply chain management. However, many companies happy with NAV find themselves needing to extend their ability to scale their ERP solution with company growth. In addition, they’re looking for a solution that lets them operate in the cloud.
Microsoft Dynamics 365 Business Central expands upon the capabilities provided by Dynamics NAV. Let's examine why companies might want to undergo a NAV to Business Central upgrade and the process involved.
Topics: Business Central