Category Archives: implementation

Create Your Financial Statements using Account Schedules in 4 minutes

Overview Been wanting to record a video on this for a while. Account Schedules remains one of the most powerful, but least used tools in Dynamics 365 Business Central (or Dynamics NAV). Coming from other smaller accounting software where the income statement and balance sheet is predefined, Business Central does require a little bit ofRead more

Independence with Dynamics 365 Business Central online

Overview I’m sure you’ve already read a lot of good reasons on why moving to Dynamics 365 Business Central Online is the greatest idea ever. I will 110% agree with that statement. But this article, I’m going to list out some of the reasons that comes to my mind when working with clients on DynamicsRead more

Permission Setting – Preventing Malice vs Accidents

Overview Permission setting in Dynamics 365 Business Central is a serious, but not serious topic. When a company coming from a legacy system or no system, they will always want to restrict everything. The older systems are easier to restrict because there’s not a lot of functions you need to worry about. A considerable amountRead more

How to Enter Beginning Bank Balance for Dynamics 365 Business Central v18 and Above

Overview On Dynamics 365 Business Central release 18, Microsoft made significant changes to the bank reconciliation features. Most of the articles and videos on entering beginning bank balances are still based on the older versions Dynamics 365 Business Central or Dynamics NAV. Just thought I would share with the community on setting up your beginningRead more

Accepting Dynamics 365 Business Central as a Mediocre Solution

Overview I’ll admit that I’m a bit of an old school person when it comes to implementing Dynamics 365 Business Central (formerly called Dynamics NAV). I believe when you make a decision to implement Dynamics 365 Business Central for your business, the transition should be smooth with minimal disruption. In fact, these transition often makeRead more

Quick Video on Closing the Year in Dynamics 365 Business Central and Dynamics NAV

It’s that time of the year again. Close out the year! Most companies align their fiscal year to the calendar year so right around this time, we usually get a ton of support calls from people that forgot how to close the year end and need a quick refresher. So I made a quick 2Read more

Why you should build a healthy relationship with your data

Overview Having worked with Dynamics 365 Business Central (Dynamics NAV) for years, one of the biggest concerns I have when working with clients is receiving a really big Excel file with a message saying “my numbers don’t match! Please match it up for me!” While I always love a good challenge on solving complex problems,Read more

Importance of Testing

Overview So, you’ve decided to switch to Microsoft Dynamics 365 Business Central and finished the hard work of development, migration, and training. Now you’re ready to go live, right?  But, I’ll bet there’s one thing you’ve unknowingly neglected. That’s testing the new software. After the implementer tells you that they’re done with the development andRead more

Why the Idle Client Timeout Won’t Work

Overview Just a friendly reminder (or reminder for myself) that in order to get the Idle Client Time to work properly. Make sure you change the Keep Alive Interval to something greater than Idle Client Timeout. If you set the Idle Client Timeout to something LESS THAN Keep Alive Interval, the client will not disconnectRead more