In this post, I will share how to prevent one of the most common Bank Reconciliation problems I have had to address. I am regularly called in to assist customers by rescuing them from reconciliation issues in their Microsoft Dynamics 365 Business Central company and this is what I have found. In some cases, I…
Hide Confidential Records with Security in Business Central
Blog 3 of 4 in “What’s the deal with Permissions in BC?” In this post, we’ll explore how to manage hierarchical permissions in Microsoft Dynamics 365 Business Central (BC) to meet specific requirements. The Challenge: Limiting Access to Confidential Vendors The accounting department requested restrictions on accessing specific vendor records, such as subcontractors, employee reimbursements,…
Understanding Hierarchical Permission Sets in Business Central
Blog 2 of 4 in “What’s the deal with Permissions in BC?” The recent updates to Microsoft Dynamics 365 Business Central permissions introduced significant changes that improved flexibility and control. As discussed in Part 1 of this 4-part series, User Groups are deprecated and Security Groups added. This post dives into how permission sets now…