Filters in Dynamics 365 Business CentralWhen working with data in Microsoft Dynamics 365 Business Central or Dynamics NAV, you might want to view only select records of a table. This is where filters in Dynamics 365 Business Central come in handy. By using filters, you can specify criteria such that only records which match the required criteria are displayed. If you specify criteria for multiple fields, then records must match all criteria to be displayed. Here are some examples of filter criteria (beware that it makes a difference whether the filtered field is number or text):Date Filters:Dates are also a common data type that you might need to filter in Dynamics 365 Business Central. See the examples below for how you can … [Read more...] about Using filters in Dynamics 365 Business Central
How to create an intercompany relationship in Dynamics 365 Business Central
If you’re using the Intercompany feature within Dynamics 365 Business Central, you might be unsure of what to do when a new company is added to your environment. This is especially true if your Microsoft Partner set up the system for you. Below, we’ll walk you through linking a new company to your other Intercompany Partners. This way you can start executing Intercompany Transactions in Dynamics 365 Business Central as quickly as possible. These steps will take place in the new company:Go into Company Information and assign the Company an IC Partner Code. IC Inbox Type should already say Database. You can keep this setting. It’s now time to create an Intercompany Partner for the Company with which you wish to transact.Search for … [Read more...] about How to create an intercompany relationship in Dynamics 365 Business Central
How to use Permission Set Filtering in Dynamics 365 Business Central
The ability to restrict users from seeing specific general ledger entries can be done using permission set filtering in Dynamics 365 Business Central. As an example, you do not want certain users to see the entries related to payroll since payroll is highly sensitive data.This blog will walk you through the steps to set up permission set filtering to restrict users from seeing payroll-specific general ledger entries.In this example, the client wants to restrict certain users from viewing transactions on G/L accounts 61000 through 61999, which are the payroll accounts. Outlined below are the steps on how to do this with permission set filtering in Business Central.STEP 1Make a copy of the primary permission set that is currently assigned to … [Read more...] about How to use Permission Set Filtering in Dynamics 365 Business Central
How to purge Item Tracking in Business Central
Here's a little trick to purge multiple Item Tracking entries in Dynamics 365 Business Central’s Inventory moduleOne of the top questions we get is "How do I delete multiple items in Business Central?" Well, you're in luck because this blog article will help you bulk delete records in Microsoft Dynamics 365 Business Central.What is purge or bulk delete in BC?Purge and bulk delete functions allow members with the proper permissions to delete multiple files and folders all at once rather than deleting them one at a time. This purging of multiple items helps to save both time and storage capacity, especially for entries that are out-of-date and no longer needed.Real-World Dynamics 365 Business Central Item Purge How-ToWe recently took a large … [Read more...] about How to purge Item Tracking in Business Central
How to create a new quick query in Dynamics SL
If you want to learn how to create a new quick query in Microsoft Dynamics SL, you should know that the actual starting point for this process is the view. You will need to create a new view if there is no existing view that contains the data you want for your new quick query. Creating this view is the heavy lifting for this process and requires that you know and have access to SQL Server. This blog explains the process after the view is created. (Learning SQL is asking a bit much from a short document — For that, read one of the many books on the topic).Let’s start the process of creating a quick query in Dynamics SL from an existing view. First, run Quick Query View in the System Manager module under Administration. If you need … [Read more...] about How to create a new quick query in Dynamics SL
Boyer hires new Dynamics NAV/365 Business Central consultant
As Boyer & Associates continues to grow, we are pleased to introduce our newest Microsoft Dynamics NAV/365 Business Central consultant. Benito Ramirez received his bachelor’s degree in computer science from Carleton College and has six years of experience working with the Microsoft ERP.His first job out of college was at a business his friend’s dad owned. The job consisted of writing accounting software geared specifically for the agriculture industry. When the owners retired, Ramirez landed a job as an associate consultant working with Dynamics NAV.He went through training in 2016 to become familiar with the Microsoft ERP. When its cloud counterpart released, Ramirez started learning that as well. He is officially a Microsoft-certified … [Read more...] about Boyer hires new Dynamics NAV/365 Business Central consultant
Boyer is rebranding!
Since 1994, Microsoft partner Boyer & Associates has been at the forefront of Microsoft technology, supporting our clients with the best-fit ERP solutions. Today we offer multiple Microsoft solutions across ERP, CRM and Power Platform.Now we’re rebranding to better reflect who Boyer currently is. Our new logo and tagline launched today, and we’re excited to share our new look with you!Our mission is still Making Businesses Better, but how do we do that? We Empower Your Data by connecting your ERP, CRM and Power Platform solutions. Connected data is empowered data.A Microsoft gold-certified partner with more than 420 active clients, Boyer is in the top 5% of Microsoft partners taking clients to the cloud. We offer the following services … [Read more...] about Boyer is rebranding!
Power BI expert joins Boyer team
Boyer & Associates is pleased to welcome our newest consultant, a Microsoft Power BI expert from Virginia. John Hill is our new solution architect for the Power Platform.“It’s an exciting world. It’s a fun world … and I think it’s one of the more helpful things I’ve done in IT,” Hill said. Hill graduated with a teaching degree in health and started his career as a personal trainer. He ran a government-based fitness center in Washington, D.C. before taking an I.T. position at the company. That’s when he found his niche. Throughout his career he has gained experience with Microsoft Dynamics NAV and Power BI.He spent the last 25 years in multiple positions at the University of Virginia. Hill worked in human resources, as a director of … [Read more...] about Power BI expert joins Boyer team
Which email address does Business Central use when emailing Posted Sales Invoices?
Although the answer to this question boils down tidily enough, it's certainly not obvious from the front end of the application. When emailing Posted Sales invoices, Microsoft Dynamics 365 Business Central uses a standard hierarchy to determine which email address should be used as the target address. The hierarchy is straightforward enough, but there are some not-obvious nuances that I'll enumerate below. The hierarchy, from highest priority to lowest, is as follows: Sell-to Customer's Document Layout Sell-to Customer's Email Bill-to Customer's Document Layout Bill-to Customer's Email If none of the above emails are defined, the email will be created with a blank "To" value. Notes In the screenshots below I've … [Read more...] about Which email address does Business Central use when emailing Posted Sales Invoices?
Microsoft emails customers about Business Central extension updates needed
As Microsoft prepares for the next update to its cloud ERP solution, customers might be getting emails regarding Dynamics 365 Business Central extensions that need updates. Microsoft is preparing for the release of version 20 of Business Central this spring. During this process, they go through a series of testing to identify any extensions/apps that are not compatible with the upcoming release. For any extensions that fail the test, Microsoft sends out notifications warning customers that the extensions are not yet compatible with the update.The email will look like the one below. (Note that we have blacked out the company name and environment in our example.)The part highlighted in yellow indicates the publisher of … [Read more...] about Microsoft emails customers about Business Central extension updates needed
