Amy is reviewing her company’s Chart of Accounts in Business Central and deciding if she should add grouping and totaling accounts. She likes what she sees in the demo data and wonders why the controller before her didn’t do this in their system. To help make her decision, she decides to reach out to people…
Category: Setup and Configuration
Searching for how to find menus in Business Central
If you are like me, you may remember the menus in NAV and wonder where the equivalent is in Business Central. Or, you may have never used NAV but would like somewhere to search for content organized by functional area in Microsoft Dynamics 365 Business Central – you know, a menu. The Role Explorer In…
Find and review data using Edit in Excel – controversial?
Some may consider this to be a controversial recommendation but hear me out on this one. Giving a user permission to Edit in Excel as a means to find and work with data is a viable option. Not as “scary” as it used to be, Edit in Excel may just be what you need. Hear…