Monthly Archives: August 2026

Working with lists and views within Business Central is one of the best ways to get access to your data. In order to be a pro, you've gotta keep your data organized. So let's take a look at how we could do that within the system. From here, I'm on the role center page within the system, the home page as sometimes referred to as within Business Central. And I can navigate to a list page here by selecting one of my favorites. So I'm gonna go to items, but the easiest to look at in terms of our, views and different filters that we have available. So this is gonna pop open all of the lists of items that I have that are available automatically filtered on the primary key, which is my item number here. If I want to filter back and forth, or or sort back and forth rather on a individual column, I can click on that column and it's gonna sort it ascending to descending for me here. So an easy way for me to be able to flip back and forth within any of these, these given columns here. So you can see I'm flipping now on the description to see a, alphabetical order based on my description, and I can flip it to go descending alphabetical order here as well. So just an easy way for you to quickly get access to, certain information. If I wanna be able to filter on, these these items, I can right click here on the top and I can hit filter, which will then pop open all of my filtering, that's available for me on the left hand side. I can filter for certain, characteristics within the description like blue. If I do a wild card and then type in the, the description I'm looking for, hit enter. Now it's gonna look for anything that has blue within that given description. And then if I want to add in an additional filter here, I can hit the plus filter icon and then search for additional fields that I'd like to have. So maybe we can do quantity on hand as our filter, And then I can say, I want anything that is greater than zero here. So just showing you how you can do greater than, less than, or equal to. I can click, and then now you're gonna see it's filtered for anything that has blue in the description and has more than a quantity of zero on hand. So this is actually inventory that we have available for us. So now if I'd like to save this view, I can click on save as and I can create a copy. So greater than zero, blue. And then now when I select off, it's gonna have created a saved view for me that I can go to at any given moment. So then I can switch easily back to the view of all, and then I can go through and look at all items. But whenever I wanna go back to that saved view, I can just click right on here. And then now I'm right back to my to my view here. Just showing you some easy ways to filter your data, and create a save views of the system. You can imagine all the different things that this can apply to, like looking at sales orders that have been shipped but not invoiced, or looking at sales lines with specific items on them, or that have higher than certain amounts. The options are really endless in terms of the capabilities here when it comes to the filtering and the view creation. So that's it for creating views and filters in the system. Hopefully, you've gotten some value out of understanding how to use these features, to be able to maximize your organization within the system. Can't wait to see you in the next video.

One of the main benefits of running Dynamics three sixty five Business Central as your ERP is gonna be getting this nice detail, report and analysis out of the system. But there's so many different ways for you to do this. There's Power BI reports. There's embedded reports. There's transactional reports, document reports, financial reports, and so much more. Over six hundred reports, getting close to seven hundred reports available out of the box of the system. I'm gonna take you through an overview of some of the different ways you can get access to the data and see your insights from running transactions in Business Central. So let's take a look. Starting here on the role center page within Business Central, we can scroll down within our given role to see some of the, reporting that's available for us. So these three graphs here from the sales pipeline, opportunities, and top five opportunities are some of the out of the box visual reports that exist within the system, and this is underneath the sales and relationship manager role. So we can change some of these reports by saying, you know, clicking on the drop down and then selecting next sales cycle, and it's gonna change the different sales cycle for me here, thus changing the data. If I want to, I can click on that and actually interact with the data inside of the report. So now I can see what are those opportunities that are actually showing there. What's the value, what's the stage they're at, etcetera, and even drill down into that exact opportunity card. And then here under our opportunities, you could do the same thing, but now splitting out by the date. So I can say, I wanna look at this in a period of a year. I can look at this in a period of a quarter and really whatever date that you'd like to see. And then down here below, you have the opportunities. So showing top five opportunities. These are all configurable based on the role that you have. This is just the ones that come by default with the sales and relationship manager. These are the out of the box visual reports that Business Central provides, but you also have Power BI visual reports that can be embedded inside of Business Central. So down here, you'll see this power Power BI, action where I can select the given report that shows on my homepage. So if I want to expand this out to look at this from a full screen perspective, I can hit expand. And now it's gonna show me the report in a much bigger, part of the screen. And then if it's a dashboard and not just a single report, you can navigate between the different reports that are available in that dashboard. So giving you the full functionality of Power BI directly inside of Business Central. So if I wanna change any filtering or anything that's available, I could do that, directly inside of Business Central. So just like using Power BI as in Power BI service, but now it's fully embedded within Business Central. If you wanna flip between different Power BI reports that are, uploaded to your workspace, you could just hit that drop down and hit select report here. This is now gonna pop up all of the ones that are available within your workspace. Selecting a different report will then require it to reload and then it will now be available for you to use. While this Power BI option here is added on the role center, this can also be added throughout the system so you can get Power BI reports wherever you really need it. Those are the main visual reports in the system, but then there's also lots of detail regarding transactional reports and also our, financial reports and then just our document reports. So if I come up here and look at a document report, can go to my sales order, and we're we're just gonna take an order confirmation here as one of our reports. So from the sales order screen, I have a, an option here. This is gonna be available throughout lots of, different pages within the system. But let's take just the confirmation on the sales order as an example document report. When I hit print confirmation, it's gonna bring up my report layout, screen here where I can select lots of different options to see what I'm gonna actually be printing out or what I'm gonna be displaying in PDF or or in preview. First, you could select a printer if you'd like. So if you want a hard copy of this report, you can print it out. This will all be handled through your browser print settings. Or if you have a print agent installed and a print server, you can handle it that way as well. And then also the layout. So there's different types of layouts that can be used for this order confirmation report, and you can select which one you'd like to use. So these would all be different document formats. Say if you have different customers that require different look and feel for their order confirmation, you can set that up here and you can also set it up to auto default based on a lot of different criteria. With every given report, you're gonna have different options that you like to perform when you're printing it out. For now, we're gonna skip that. As well as you can filter down to the specific, transactions or the specific views that you'd like to actually print out within this document. Under our advanced settings, you can control things like how much you want to print out the maxes. This way you're able to get specifics on on all your reports and not, you know, go too long on running a report and then it it crashed out at the at the very end or something. You can set maximums, so that way you can control a lot more of the document generation. Down on the bottom, I can send this report to a variety of different options, PDF, XML, a Word document, or an Excel document. All of these have different formats that can be set up. So that way you're able to control the exact look and feel and and get really what you need from a document report. When I go to, print, this is actually gonna kick off the printer. So it will say, you know, based on my my browser, I, have some tax enabled here. There's other settings that are that are required there. Let's take a a pick instruction and try to preview this. Perfect. Doing the preview, it's gonna pop open a report for me so I could see actually what it's gonna look like when I do print this out. I could print this out from here or I can download this, to a file and control it this way. And, of course, this is the out of the box version, which just normally looks like defaulted information. This is all controlled by the document settings within the report layouts. In order to navigate to those report layouts, you just go up to the top right, hit the search icon, search for reports, and then you can see the report layouts page. Within this, you're gonna see all of the different reports that the report layouts that are here. You can export them and take a look at what they look like. You can run them. You can set them as default if you have lots of different report options, or you can create your own. This is just an overview video. We can go in-depth on exactly how to manage that across Word documents, Excel documents, XML documents, and so much more. So that's a brief overview of some of the reporting options that you have within Business Central. From visual reports, Power BI reports, document reports, transactional reports, there is so much to unlock in the system in regards to reporting because that's one of the best benefits that you're gonna get from running all your transactions within a holistic system like Business Central. Hopefully, you learned something in this video, and I look forward to seeing you in the next one.

One of the great things about Dynamics three sixty five Business Central is that you can have a lot of different apps which bolt onto it and look like they are Business Central underneath, where you're just using Business Central like regular, and it looks and feels like Business Central, but it's actually an extended capability coming from a third party. This is all managed inside what's called the AppSource marketplace. Inside of AppSource, you can select different apps and have them automatically install into your Business Central environment and then manage them using the extension management workspace. So let's take a look at how that's managed in the system. Starting here from the role center page in Business Central, I can go up to the top right and search for marketplace. Selecting marketplace is gonna pop open the AppSource library for me. Let me search for apps that I'd like to bolt on to Business Central, even test out free trials or just inquire for more information if you're if you need to go to an outside company to acquire this. There's lots of different apps that are in in here. They have a full rating system included as well. Business Central has the most amount of apps built for it as for third parties of any Microsoft product that's out there. So I could search for different apps in here and check out specific platform apps. But for now, I'm just gonna show you how we can install this used Dynamics app that's written by a back end. This shows you video guides on Microsoft Dynamics three sixty five, but embedded inside of the product. I can select the get it now option. And what this will do is install the extension into my environment in the given language that I choose. It may take some time to be able to install. I know that this used Dynamics product is is relatively nimble, so it should only take just a few seconds for it to install into the environment. And then we're gonna see it actually embedded on the role center that's available there, for you to be able to use and inquire about, you know, specific videos on the page that you're looking at. Alright. So my app has now been installed, and it's refreshing my page and lets me know that my app is installed and ready to use. Took about a minute to get through, but now the code is available within the environment, and I'm gonna be able to see things that are applicable now using that use dynamics solution. Should be actually on the business manager role center here. So I'm gonna flip over into this role so I could take a look at now what's been added into the environment. So it doesn't look like a third party. It actually looks just like Business Central. So here up top, I can see this use Dynamics menu item that's been added. I can select something like basic training. It's not gonna show me all of the different videos that are available, for me to see, Business Central training there. So this way, I don't have to navigate outside to go and look at additional videos here, but rather I could view that inside of Business Central. If I want to maintain that extension, I can search for extension management. It's now going to pop up all of the different modules that are available here, And then it will show me this one that's by installed by the publisher, Abakyan, and that is the use dynamic solution. And let's search through here as well and see there's also another use dynamics, package in here as well. So you'll see on this list page all of the different extensions that have been installed in addition to the base application that's available. So Microsoft being the main publisher here as well as some other third parties that you'll see. And if you'd like to manage the solution, say, if we would like to install another application from outside that we've developed custom, you could go to upload extension and install the app file directly here. If you'd like to deprovision, a, a given, app, you can come here under manage and then hit the uninstall. The uninstall is gonna ask you if you'd like to delete all of the data that's associated with this extension. I'm just gonna hit yes. It's saying warning because everything is on this cannot be undone. That data will actually be gone and will not persist in the environment. And I'm just gonna select uninstall. It lets me know that there's a dependency on the other app that we saw down below, use dynamics. And it asks if I'd like to uninstall all of the dependencies with this app as well. I'm gonna say yes. I wanna uninstall both at the same time, and then it lets me know again that the data is gonna be deleted. Microsoft likes to ensure that you're aware of what you're doing here. I'm gonna hit yes, and then now it's gonna go through and perform the uninstall for me. Great. The application was successfully uninstalled, and now you have to sign in and sign out in order to see that take effect. And that's how you can quickly and easily access the AppSource marketplace from inside Business Central, install applications, and uninstall applications so you can take advantage of all of the different third parties that have built applications to increase Business Central's features and capabilities. Hopefully, you got some value out of this video, and I'm looking forward to seeing you in the next one.

Managing purchases is a huge part of keeping your operations running smoothly. In this video, you'll learn how to create manage purchase orders in Microsoft Dynamics three sixty five Business Central, from selecting vendors and adding items to receiving inventory and posting invoices. Whether you're new to procurement or just new to Business Central, this demo will help you understand the full purchasing workflow. Your vendors keep your business stocked, supplied, and moving forward. In this video, we'll explore how to set up and manage vendor records. You'll learn how to configure payment terms, assign posting groups, and connect vendors to your purchasing workflows, all while keeping your data clean and payables organized. Here is our role center page or the landing screen for Dynamics three sixty five Business Central. For this particular demo, we're gonna be focusing on our vendors. I've quickly favorited that onto my home screen, and I can quickly navigate to my vendors by just clicking on that button here. This is gonna take me to a list of the vendors that I currently have set up within the system. You'll see that I have this in a data list view. We do have the ability to look at this in tiles, tall tiles, or just that standard data list. For this demo today, we're gonna be focusing on our Fabrikom Inc. Vendor. I'll click into our Fabrikam Inc vendor, and here's where we can start to see some of those important or key fields that we store on the vendor card. Things like our vendor number or our vendor name. Do we wanna block a vendor? Do we wanna privacy block that information? When was the last date modified? So when was the last time a user came in and changed a field? What's the balance for this particular vendor? In this instance, we have a balance of twenty one thousand dollars. I can quickly click in here and also see the invoices associated with that, the vendor number, the order, and then the amount. So here we can see the actual amounts that are due per each invoice. I can see my balance due. So currently, none of that twenty one thousand eight hundred and fifty six dollars is due today. I can see my address level information. So this would be the default address that we utilize on a purchase order. You do have the ability, though, to store multiple order addresses or more to multiple remit addresses. We can set up a primary contact, the primary language we can put in our invoicing information. So what's their tax area code? What's that general business posting group? Their vendor posting group? Do they transact in a different currency? What about payments? Do they require prepayments? Do we apply manually? Do we apply automatically? Are the payment term codes? Thirty days, sixty days, current month, cash on delivery? Our payment method, do we always utilize checks, ACH, wire? What's their prioritization level? We can also see things like there are IRS ten ninety nines. We can even identify things like that tax identification type. Finally, we have that receiving information. So when purchasing from this vendor, do we always receive into one particular location? Do we always receive into one particular location? Do we utilize a shipment method code? Do we utilize a shipping agent? Or what about a lead time calculation? Do we know a standard lead time for one particular vendor? If so, we can enter that here, and the system can actually calculate that out for us as we're creating purchase orders. A couple other quick things, we always have the ability to merge vendors, email the vendors, or even directly pay the vendor from the vendor card here. We can see things like their details. So a vendor picture, their vendor statistics, and then their buy from vendor history. So the posted receipts, current invoices, current orders, we can even store attachments, add links, or even add notes. Finally, we do have this new Copilot features that's in preview that will actually summarize all of the data that we have stored on the card today and give you those highlights. So currently, it's searching through the data, and it's letting me know their balance due, the total balances of the vendors, and then the vendor's location as well. So that's just a quick overview of the vendor card within Dynamics three sixty five Business Central. As you're running through the demonstration, if you have any questions that come up, please don't hesitate to reach out to us here at Volt Technologies.

Sales orders are obviously a critical part of every business out there. Today, in this demonstration, I'm gonna walk you through how to create, manage, ship, release, and confirm sales orders within Dynamics three sixty five Business Central. We're looking at the home screen or the role center page for Dynamics three sixty five Business Central. Today in this demonstration, I'm gonna walk you through the end to end life cycle of a sales order. All the way from the process of creating that order, releasing the order, shipping the order, and then finally invoicing the sales order. From here, I can quickly click my favorites, which I have stored sales order on. It will take me to a screen where I can see all of the open and released sales orders I currently have within the system. I can see things like the sales order number, the customer number, the customer name, the location we'll ship out of, the current status of that order. Is it opened or released? Have we shipped that order yet? Have we packed the inventory? When is it supposed to ship? All sorts of information. You do have the ability to easily and quickly hide and add fields as well utilizing the personalized function. From here, I could just hide the order category field. Maybe I wanna actually move around some fields. I'd actually like to see status over here before my location. I can quickly drag and drop that here, and then I always have the ability to add any field that I'd like. So what we're gonna do is we're gonna go ahead and click the new button here, and this is gonna take me to a blank sales order. The first thing you're gonna want to do is enter in your customer name. So I'm gonna utilize oh, sorry. That was my customer number. I'm gonna enter my customer name of Trey Research, and it's going to quickly pull in all of that customer's information. So things like the customer number, their default ship to address, their email, their contact. We'll see document date, posting date, order date, due date. We can add dates like requested delivery, promised delivery, all sorts of fields. The next step will actually be adding your items. So in this example here, we're gonna add some of the demo data within Dynamics three sixty five Business Central. We'll use our Athens desk, and we'll utilize the Paris guest chair black. I'm gonna go ahead and put in my quantities. So in this scenario, we'll just be shipping one of each. Perfect. So from here, we can now see that, actually, I've gotten a warning that the available inventory for the nineteen hundred s is lower than the entered quantity at this location. I could quickly show details to see and understand that my available inventory is less than necessary. I could create a purchase order to add inventory or I could just go to my item card and actually manually adjust inventory from here. So in this scenario I'm just going to quickly add some inventory so we're able to actually ship out this sales order. Perfect. Great. So now we can see that that has been removed, our warning. And if I scroll over here to the right, we can see our available inventory is now in the positive. So So from here, what we will do is we'll actually release that sales order to our to our customer, letting them know that the order has been confirmed, and we'll be moving forward with the order. The next step can go several different directions. We can do things like directed picks, so it actually tells our warehouse workers where to go and pick the items from. We could look at utilizing a warehouse shipment, or we could simply just go ahead and hit post and ship an invoice. In this scenario, you'll see that I get a warning because I actually have warehouse shipments set up. So I am actually going to go ahead and manually create a warehouse shipment. This allows my warehouse team to understand that we will be shipping out these two items and then they need to go pick the items. Once they've gathered the items, they've set them up to be shipped and everything's ready to go. It's as simple as just going and hitting post shipment. We have the ability to just ship or ship an invoice. In most scenarios, you're gonna go ahead and invoice upon shipment. So that's what we'll do here today. I've gone through the shipping and invoice process. Everything is posting, and you'll see that the number of source documents posted was one out of one, and the ship lines are been completed. From here, we've gone through that end to end life cycle of a sales order, and everything's good to go. I hope you've enjoyed the demonstration today. If you have any questions or need additional information, please just contact us here at Volt Technologies. Thank you.