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
Apply credit memo to return invoice in BC
Recently, a Dynamics 365 Business Central customer asked us if there’s a way to create a sales return order that automatically applies the credit memo to the related invoice. Whenever they processed a credit memo, the system created a comment within the credit memo referencing the sales invoice but did not actually close either the invoice or the credit memo.After some trial and error and with some help from Microsoft support, we finally found a workable solution. The solution differs slightly depending on if you’re dealing with an unpaid sales invoice versus a paid invoice, and it cannot be used when dealing with multiple invoices — That must remain a manual process. In case you’re having a similar issue, below is our solution.Option 1 … [Read more...] about Apply credit memo to return invoice in BC
How to set up Sales and Use Tax in Business Central
Sales and Use Tax setup in Microsoft Dynamics 365 Business Central consists of the following four components:Tax Groups Tax Jurisdictions Tax Details Tax AreasAfter setting up each of the components, you then tie them all together via the Item card, Customer card and Customer Ship to Address card. Let’s start with the four components. Tax Groups Tax Groups are groups of inventory items that are subject to the same tax, or in other words, eligible for tax to be calculated if the customer is tax liable. To set up this component, type “tax group” in the search bar. You will see two options for Tax Groups — NONTAXABLE and TAXABLE.Click +New and set up your list of Tax Group Codes.The Tax Group is then set on the individual … [Read more...] about How to set up Sales and Use Tax in Business Central
Consultant joins growing Business Central team
Boyer is pleased to welcome our newest Dynamics 365 Business Central consultant, Joe Cristoforo. Cristoforo has a combined 33 years of consulting and industry experience. He has in-depth experience performing ERP assessments and implementations within manufacturing and wholesale distribution environments. Cristoforo is excited to be a part of the Boyer team.“I like working directly with people, defining processes and coming up with solutions to make their business better,” Cristoforo said.His main goal as a consultant is to save his clients time and stress. Often, it takes time for the client’s staff to see the disruption of an implementation project as a good thing. Cristoforo said people aren’t initially thrilled to be giving up … [Read more...] about Consultant joins growing Business Central team
Business Central gets fall 2019 update
At Microsoft’s annual Inspire conference this summer, the company outlined its goals for the next update to Dynamics 365, a popular suite of cloud-based business software solutions.Microsoft plans to release updates to the software twice a year, in April and October. This year’s “wave 2” release targets five areas for improvements: service basics, modern clients, developer tools, ISV acceleration and customer migration.Here are a few of the most notable improvements:Migrating data from Dynamics GP 2018, SL 2018 or Business Central on-premise is now easier. Clients on older versions of a Dynamics product can also replicate portions of their existing data to see what it looks like in Business Central online. Dynamics NAV 2018 clients … [Read more...] about Business Central gets fall 2019 update
10 things to know about Dynamics 365
Is Microsoft’s accounting solution a good alternative to QuickBooks? QuickBooks: Every accountant knows it. Just about every accountant has used it. Sure, alternatives to QuickBooks exist, but few have garnered the same popularity.Whether you love it or hate it might depend a lot on the size of your company. Since the 1990s QuickBooks has been the accounting system of choice for small and start-up companies — with good reason. It’s easy to learn, easy to use and capable of managing the finances of most small businesses.Now there’s a new kid on the block that threatens to take a bite out of QuickBooks’ popularity. Dynamics 365 Business Central, Microsoft’s newest claim to fame in the world of accounting software, offers … [Read more...] about 10 things to know about Dynamics 365
Boyer hires new ERP consultant
Minneapolis ERP reseller continues to grow Boyer & Associates continues to grow its Dynamics ERP consulting team with the addition of Mary Bricco. The Wisconsin native has 18 years of experience as a NAV developer.Bricco comes highly recommended by another Boyer employee, Janet Gallia, who worked with her for 7 years until moving to Boyer. Bricco said Gallia spoke very highly of her new job and it took little convincing for Bricco to apply.“She really did catch my attention right away. She just loves it here (at Boyer),” said Bricco, who is glad to be part of a smaller, closer-knit team and working with Gallia again.“I’m looking forward to working with a small team of people and there’s so much new stuff to learn right now,” … [Read more...] about Boyer hires new ERP consultant
Dynamics 365 practice grows with new hire
Lex Edison is back as cloud ERP consultantAs more companies think about moving business operations to the cloud, Boyer & Associates is readier than ever to help them make that transition. Lex Edison of Chaska has rejoined the Boyer team as a Dynamics 365 Business Central consultant.Boyer & Associates has supported Microsoft’s cloud ERP since it debuted in 2016. With prospects now waiting in line for Boyer to help them implement the accounting solution, the company is hiring additional staff to help with the influx of new clients.Long-time Boyer clients might recognize Edison’s name. He worked at Boyer from 2005 to 2010 as a Dynamics GP consultant and programmer. He left because he missed Texas but soon discovered he missed … [Read more...] about Dynamics 365 practice grows with new hire
Move over NAV, the cloud is taking over
Microsoft takes another step toward fully cloud accounting This week, Microsoft’s cloud accounting solution for growing businesses is taking over its predecessor, if only in name. As of Oct. 1, Dynamics NAV will officially be referred to as the on-premise version of Dynamics 365 Business Central.At first glance, it might be easy to shrug off this news as just another name change, but the significance of this decision cannot be overlooked. Microsoft’s world-renowned Enterprise Resource Planning (ERP) solution has just been relegated to the “on-premise version” of its newer alter ego, the cloud ERP.It’s a small but significant step that reflects Microsoft’s not-so-subtle push toward the cloud. As cloud technology moves from trendy to … [Read more...] about Move over NAV, the cloud is taking over
