One powerful feature in Microsoft Dynamics SL is the ability to create custom screens or modules. Those custom screens become a problem when moving from Dynamics SL to Microsoft Dynamics 365 Business Central. If the functionality that necessitated the customizations is still important (likely so) and BC doesn’t have an existing method to replace it (also probably the case), then a BC customization to replace the SL one will be needed. This is an exploration of that process as I learn BC development.First, let’s consider SL customizations, their general characteristics and what is done when building them. These customizations fall into one of several groups: maintenance screens (including setup screens), entry screens, process screens, … [Read more...] about Moving Customizations from SL to Business Central
NAV gets rejuvenated with upgrade to Business Central
Salon upgraded to cloud ERP during COVID shutdown Spalon is a full-service salon based in Edina, Minn. The company started 25 years ago and now has 280 employees across three locations in the Twin Cities. From hair and nails to skin and spa treatments, Spalon is all about the total rejuvenation experience. Challenge It was early 2020, yet Spalon was still running on Windows Server 2008. Their accounting system, Microsoft Dynamics NAV 5.0, still did the job but had also been in operation since 2008. Signs of age showed. When it became apparent that the server would likely crash within the next few months, the luxury spa’s owners reached out to a trusted ERP reseller to discuss options. Solution Since Senior Accountant Dean Wellman and his … [Read more...] about NAV gets rejuvenated with upgrade to Business Central
How to use custom reports in Business Central
Microsoft Dynamics 365 Business Central lets you change which layout you want to use on any given report as well as create a new layout or modify an existing layout. This is a visual how-to guide on creating, editing and using custom reports in Business Central. Add a new Custom Report Layout in Business Central Under the main search bar in Microsoft Dynamics 365 Business Central, type in “custom report layouts.”From the Custom Report Layout page, select “New.”Enter the Report ID or use the drop-down option to locate the desired report. The name auto-populates.Use the radio buttons to select the desired layout to insert (Word or RDLC). If you aren’t sure which one you want, select both. At least one selection must be made. … [Read more...] about How to use custom reports in Business Central
Money-saving tips for ERP implementation
It’s natural to want to get the best deal, but the best deal on an ERP implementation might not always be the one with the cheapest price tag. You can actually save money on your ERP implementation by spending more with the right partner from the beginning. Here are tips to avoid going (too) cheap on your ERP implementation: Start Right We’ve seen some prospective customers try to save money by rushing the requirements phase. This rarely ends well. Laying the groundwork is key to a good ERP implementation. Make sure you know exactly what you need and why. Thoroughly document your processes. Do the research on available ERP solutions and partners and ask questions. Being too vague at this stage will only lead to costly changes later. The … [Read more...] about Money-saving tips for ERP implementation
Dynamics users can get free Business Central licenses
Microsoft has now made it easier for Dynamics customers to get free Dynamics 365 Business Central licenses and migrate their ERP system to the cloud.After a disruption in normal operations this spring, many businesses were already looking for ways to improve their remote work capabilities. To that end, Microsoft announced in June a plan that allows certain Dynamics ERP customers to switch to a cloud solution — for little to no additional licensing cost.Customers who are active on a Microsoft annual maintenance plan (Enhancement, Advantage or Advantage Plus) can renew their plan through the Cloud Solution Provider (CSP) program and receive free online licenses for Microsoft Dynamics 365 Business Central, the company’s Software as a … [Read more...] about Dynamics users can get free Business Central licenses
Business Central extension adds MEM functionality
Ever wish you could pick and choose who can post to certain dimensions within Microsoft Dynamics 365 Business Central? Well, now you can thanks to an easy-to-install extension from Boyer & Associates! Our Multi-Company Dimension Filters extension is a simple add-on solution that allows you to restrict which users can post to specific dimensions. Out of the box, Business Central lets companies set basic restrictions on what can be posted to a specific dimension. However, these restrictions must be set on a global level and cannot change depending on who is posting.Many of our clients use Binary Stream’s Multi-Entity Management (MEM) add-on functionality with Business Central. This greatly increases their ability to give rights to some … [Read more...] about Business Central extension adds MEM functionality
Boyer Makes Top 100 VARs List
MINNEAPOLIS, MN — We are pleased to announce that Boyer & Associates has once again made a coveted Top 100 list recognizing the foremost accounting software resellers in the U.S.ERP Global Insights (formerly Bob Scott’s Insights) features the top 100 Value-Added Resellers (VARs) of Enterprise Resource Planning (ERP) software solutions. The list of companies is based on gross annual revenue numbers submitted for recognition.Boyer & Associates has made the list every year since it debuted in 2009.“We are delighted to be named to the Top 100 VAR list again for the eleventh consecutive year. It’s an honor to have the team recognized for their hard work,” said owner Jack Boyer.Boyer started the Minneapolis-based company in 1994 … [Read more...] about Boyer Makes Top 100 VARs List
MICR checks for Dynamics 365 Business Central
Are you frustrated with out-of-the-box capabilities within Microsoft Dynamics 365 Business Central for check printing and signatures? If so, Boyer & Associates has created the perfect extension for you!Boyer & Associates’ Dynamics 365 Business Central MICR Checks is a check printing enhancement that offers MICR and signature printing within Business Central. Here's a preview:There are two key elements to this extension:First, this Boyer exclusive allows you to set up a signature within Dynamics 365 Business Central that you’d like printed on a check. It’s important to remember that the signature selected on the Bank Account Card will print 100 percent of the time.Second, MICR checks allows you to use blank check stock … [Read more...] about MICR checks for Dynamics 365 Business Central
Dynamics SL is (still) not dead
Ever since Microsoft debuted its shiny new cloud ERP in 2016, the question continues to be asked: What will happen to its on-premise accounting solutions? Is Dynamics SL dead? What about Dynamics GP? And is Dynamics NAV no more than a stepping-stone to the cloud now?Make no mistake. Microsoft is fully invested in the cloud and is heavily promoting its suite of cloud-based business solutions — rightly so. Dynamics 365 offers a plethora of easy-to-use solutions that scale as needed for start-ups and enterprise companies alike. It’s a powerful suite of fully integrated tools perfect for businesses of any size.Microsoft continues to push the messaging that the cloud is the future, but what about the here and now? In case you’re worried … [Read more...] about Dynamics SL is (still) not dead
Reconcile Utilities in Dynamics GP
What They Are and What They Do Have you ever applied a credit memo in Dynamics GP but discovered that the amounts simply did not look right? Or perhaps your AP/AR aging amounts ended up in the wrong columns? These are common issues for users of Dynamics GP, and we’ve discovered that more often than not, running a Reconcile feature within the Utilities toolbox of Dynamics GP can help you quickly pinpoint and fix the problem.Most of the modules in Dynamics GP have reconcile functionality available to help you make sure amounts are summarized correctly. Read on to find out what the reconcile feature is and what options are available within each module. Reconcile in Financial Module But First: The Financial module’s reconcile feature does not … [Read more...] about Reconcile Utilities in Dynamics GP
