Monthly Archives: August 2026

Are you evaluating Microsoft Dynamics three sixty five Business Central and you're wondering if it supports multi entity and multi currency? Well, I've got the answer for you today. Business Central does support intercompany and multi entity management as well as multi currency. So you can have up to two hundred companies within a single environment in Business Central that you can have intercompany transactions flowing between those, as well as those transactions operating in multiple currencies. So the ability for one to have an exchange rate with another, you can have that full fledged currency management inside of the application. Now, where Business Central has some limitations is when you have multi region. So if someone, has a company that is in the US and you also have a company that is somewhere in South Africa, let's say, then you have different localized environments. And so that requires two separate environments, which will need to be connected through an API connection to perform that intercompany consolidation. But if you have companies that are within the same region, let's say within the US or all within the UK, then performing intercompany is as simple as just hooking up an intercompany partner and posting transactions against them. So that's just a little bit of insight into how that multi entity and multicurrency setup and capability works within Business Central. If you have any questions on how that could work potentially for your business, then feel free to reach out to one of the members of our team today. We're happy to work with you on it.

I get asked all the time, does Business Central have a CRM or customer relationship management tool embedded inside of it? Well, I'm here to answer that question today. And yes, it does have a CRM tool built into the ERP itself, meaning that you can track all of your contacts or leads and their associated interactions, such as emails or phone calls or events with those, those contacts. And you could also track the opportunities that exist out there with those leads and turn those opportunities into quotes. And then, of course, the associated orders and customers, moving your way all the way down to collecting the cash from that given customer. So it starts as that, that entry point for any sort of customer, whether it's a lead, an opportunity, a quote, what have you, and all of that is able to be tracked inside of the application. Though there are some limitations with Business Central CRM, such as you don't have that capability to send out SMS text messages or have nurture email sequences, some of those capabilities would exist within Dynamics three sixty five Sales, which is the tier one CRM application that's available. That is available as a bolt on or an add on license to Business Central for just an additional twenty dollars per user. So if you have more questions on the CRM capabilities that exist within Business Central, then feel free to reach out to one of our team members today. We're happy to connect with you and work with you on evaluating if it's gonna suit your needs or not.

Microsoft Dynamics Great Plains is at end of life. And if you're still running the product, then you're already behind. Microsoft has announced that there's no longer gonna be support for the Great Plains products, and your competition is already moving forward with a modern scalable cloud ERP. These legacy systems like Dynamic Scrape Planes open you up to not just security vulnerabilities, but also the risk of implementing workarounds to get solutions that are just native in the cloud. Your competition is gaining an edge with new flexible capabilities capabilities while you're stuck in the past trying to make things work in the as is state. Cloud ERP offers flexible update schedules, scalable architecture where you're no longer limited by on premise infrastructure, and so much more. Plus, with remote access built into the product, your team can operate from anywhere in the world on any device, unlike Great Plains having to operate on the infrastructure that you have on your on premise solution. Let's be honest on how a month on Great Plains actually looks. With week one, your approvals crawl. Managers are traveling, emails are stacking up, POs wait, and you get your sales team asking, do we have it? Followed by three different answers. Now week two, you're dealing with spreadsheets everywhere. Smart lists to Excel, copy paste, a PO gets rekeyed, and the numbers just don't match. Friday becomes a change freeze, so IT can babysit servers. By Saturday, they patch SQL and hope the VPN holds. With week three, you're getting a cleanup. Bank reconciliation is done by hand, journals to fix timing, tickets for stuck integrations and inventory drifts, you chase receipts. By week four, your closing week turns into a closed weekend. Late approvals land, you rerun reports, and stay late tying subledgers to the GL. Monday morning, the first question is still, is the close done? Now that's the month on Delay, rework, and risk repeated every cycle. With Dynamics three sixty five Business Central, approvals route in Outlook and Teams, bank feeds reconcile without exports, and you see cash, margin, and inventory live. Updates and security are handled in the cloud. No VPN drama, no Saturday patch window. You get one set of numbers and a close that finishes on Friday, not Sunday. The future is here with Microsoft Dynamics three sixty five Business Central. Don't let GP hold you back.

If you're on Dynamics Navision today, it's time to make that natural upgrade into Dynamics three sixty five Business Central. What a lot of customers don't realize is that Microsoft actually stopped supporting Navision in January of twenty twenty three. That means you're vulnerable when it comes to security. Today, I'm going to walk you through what that process looks like upgrading from Navision into D365 Business Central and how we can help. My name is Zach Kerhalitz. I'm the Director of Business Development here at Voalte Technologies, and I'm going to walk you through what that upgrade process looks like. If you're still running on Navision today, that means you're living in the past. You need to go ahead and look at that process from upgrading from the Vision into Dynamics three sixty five Business Central. As I mentioned earlier, Microsoft no longer supports the Vision. That happened in January of twenty twenty three. Additionally, you're going to be very vulnerable when it comes to security. On top of that, you're missing out on all sorts of capabilities within Dynamics three sixty five Business Central, whether it's AI, advanced planning capabilities, warehousing, all sorts of other additional tools. Lastly, you're definitely going to want to make that move from this clunky on prem hardware into the modern cloud based ERP. So today, we're going to walk you through that process. When making the move from the vision to Dynamics three sixty five Business Central, there's several different ways you can handle these implementations. Obviously, you have the lift and shift model where you just take the processes, the data that you have within the vision, and move it into Business Central. That's not what I would recommend, though. These implementations are hard, they're complex, and they take a generally long period of time to go through. It's important that you actually get the rewards out of this. So let's look at actually improving those processes, introducing new capabilities, as well as cleansing your data. So what we're going to do is that first phase of the project is go through and diagnose you. This is like a doctor's appointment, where we get an understanding for the functional and technical scope of the implementation. What type of processes are you running in Navision today? Are you just doing finance? Are you doing purchasing? Sales? Maybe you're doing manufacturing. We need to understand what that looks like. Then we move into our technical scope or our four waterfall tests. Our integrations so is your Navision environment integrated into any other peripheral systems? Your reports I'm sure you have critical reports that you run on daily, weekly, maybe even monthly basis. We need to make sure that those reports are replicated in Business Central. You additionally then have your extensions or ISVs, so as part of these implementations, we always run into individual environments where you have extended or customized it, or you're utilizing an independent software vendor. We need to understand those processes, see if it can be replaced by out of the box Business Central, and if not, then identify how we're going to handle that, whether that's by changing the process to meet out of the box capabilities, extending the system, or introducing an independent software Finally, you have the data migration. Data migration is really one of the first key steps of this process. We need to identify what data is coming over and how it's coming over. So which customers? Which vendors? Which items? Our chart of accounts. For financial, we always want to bring over any open transactions, but we also want to understand how we're going to handle this historical. Our general recommendation is three years financial historical summary level data. That being said, every customer has different requirements. We'll work with you to identify that. Once we've gone through, we've fully identified our functional and technical scope for the project, we then move into the actual design phase, and this is where we actually get into building the processes that you have within Navision in Dynamics three sixty five Business Central. Generally, we look to improve those processes, introduce new tools, capabilities as well. We have done several of these implementations of these upgrades from Navisions to Dynamics three sixty five Business Central. We've worked with customers who have extremely customized and extended Navision environments. We've worked with customers who have very standard basic Navision environments. When you have the basic processes, generally that makes the implementation easier. That being said, if you have a customized Navision environment, that's not a red flag by any means. What we'll do is we'll go through and we'll identify every extension in the tables and fields within your NoVision environment. We'll go through these extensions and say, okay, some of these can be replaced by out of the box Dynamics three sixty five Business Central capabilities. Maybe some of the customizations or extensions that you have in the environment you're no longer using. Additionally, we'll look and see if there are any independent software vendors out there that we can build into Business Central to replace those extensions. Finally, one of the first things we will do on top of all that is to make sure that if a process is extended within the vision, is there any way to change that process to actually make it out of the box? That being said, a lot of our customers have some sort of process that they run that's so specific to their business that they have to continue utilizing. In that instance we will look to utilize an extension or an ISV. It's like renovating a house when you're still living in it. The structure is sound but the wiring, the plumbing, it's all set to an older standard. What you need is someone to come in and upgrade that to the future to the current standards that are out there and this is something that we'll do while you're running the business the entire time as well. Obviously the more up to date version you're on, the easier the upgrade from Navision to Dynamics three sixty five Business Central is going to be. That being said, if you're running a product like Navision two thousand and nine, it doesn't necessarily mean that this is going to make it more complex than a customer who's running something like Navision twenty fifteen. There are steps that we can take to make that upgrade path easier for each process. So long story short, yes and no. It really just depends on the capabilities and the processes you're running in the system. We'll make sure to identify what that would look like and ultimately get you to a successful go live. The longer you wait, the further you're getting to Dynamics three sixty five Business Central. Microsoft rolls out updates to BC every six weeks with two major updates a year. As they make these updates, Nuvision and Dynamics three sixty five Business Central are getting different. There's new processes, new capabilities. It makes the migration process more difficult. We need to make sure that we're setting you up for success so the sooner you run these implementations, these upgrades, the easier the project will be. Additionally, on top of that, we mentioned that Microsoft stopped supporting the product in twenty twenty three. Every day, every week, every month that goes by, your security and vulnerability is getting more at risk. Lastly, the technical debt. As you're supporting the vision, every dollar you spend is something that you're going to have to spend on the Dynamics three sixty five implementation as well. So maybe you create a new report within Navision, or you go and you add an extension, or you're adding new records, new files, new items, customers. This makes the implementation upgrade more complex, so you're actually double dipping when you're making that investment. It adds scope to the project. So go ahead, rip the bandit off, let's talk, let's help you navigate through that upgrade and make the change into Business Central. If you've been thinking about making the move from the vision to Dynamics three sixty five Business Central, stop waiting. Go ahead, reach out to us here at Volt Technologies, and we'll help guide you through that process. We're more than happy to take you through a free consultation of what that process would look like, going through a discovery, understanding what your division environment looks like, and ultimately coming back to you with what that timeline, resource structure, and budget would look like. If you enjoy this content, please subscribe, and if there's anything we can ever do to help in the future, just reach out.

But if you're happy with the soft allocation plan, then what you can do is you can run what's called your automated order release. Before you run automated order release, there's all sorts of different parameters that go into setting that up just like the soft allocation. We can set up this automated order release on our sales and receivable setup. So if we were to navigate over here, we can see that we've added in some features at the bottom where we can actually put in thresholds. So maybe we want price thresholds. Maybe we have quantity thresholds, order dates that need to be actually applied on the threshold. The release group method. So are we releasing per order line, per item number, per item plus color on our variant? And then what's that threshold percentage going to be as well? So we can take this down to the sales and receivable setup. We can do this on the customer card. We can do this on locations. We can do this on inventory setup, or we can even go as granular as doing this on particular orders. So I'll showcase just what it looks like on the customer card as well. I won't go through every one of those screens here today. But if we were to navigate over to our customers and we look at Trey Research here, we'll see that we can put threshold methods. Right? So whether it's price, whether it's quantity. So maybe we actually have a quantity threshold, or we have a release group method on an order line, the item number, the item and color, and then we can put those percentages on these associated with it as well. So, basically, what this does is it gives us the ability to say, for example, maybe Trey Research doesn't want us to send partial orders unless it's over fifty percent or whether it's over seventy five percent, or maybe they don't care. We can do partial shipments. Right? So it gives you that granularity to set these thresholds, and automated order release will take that into effect as well. Once you're ready, everything's set up properly. You have the ability to manually or have automated order release run on schedule. What we'll do is I'll click automated order release. I can select the demand sequence that we'd like to utilize. We can even set if we'd like to create Don WMS pick list, we can run it in simulation, and we can even put in days prior to shipment that we'd like it to look at. Right? So in this example, I've run it in simulation mode already, and now I want to see the specific results that have been created here. So I can search for my automated order release summary. I can click, and I can see the two times that has been run. I can see the days prior to ship date that we've associated with that. We can see the orders that were released, the actual lines on that order that released, and then the total quantity that's been released as well. But maybe we wanna get a little more granular with that, and we'd like to see the log. So now we can see every order that is looked at, and then we can see the log lines here as well. So if I expand this out, we can see that for this one here, the order header validation pass, the ship date pass, the line threshold validation equals none, the order release date pass threshold zero percent. And so in this example, no lines were released since they haven't been allocated out. But if we were to look here specifically at that sales order that we looked at earlier, now what we can see is in this particular scenario, the order header validation passed, the ship date validation passed, our line threshold validation was skipped because we had a method of none, the order date threshold, we had a zero percent. It looks like seventy six point nine two percent of that order is ready to release. We saw that one line that did not have the actual on hand to fully allocate, and then the simulation would have released those four lines. So if we just navigate back to that sales order here, what it's saying is based off of the parameters we have set up for soft allocation and for automated order release, those parameters, we would actually release these four lines, so the two or the three that are fully allocated and the one that's partially allocated. Since we do not have on hand here, we can't fulfill this order. And for that reason, we will not get through with this particular line here. So that is just one very simple scenario of running automated order release in tandem with our soft allocation engine. I think it's something that, you know, is extremely helpful, will be tremendous for a lot of our customers out there today.

So what we've noticed is for a lot of our customers on the allocation side, they wanna prioritize specific demand, specific supply, and they wanna make sure that they're allocating that inventory out correctly to different customers to different transactions. So we've introduced the concept of soft allocation. On soft allocation, we have several different parameters that need to be set up before we can actually run that. So I'm gonna run you through some of those here today. We're gonna be looking at demand sequences, our supply sequences, period templates, and then finally, our soft allocation plan. So let's start with our demand sequence. I'll navigate over to our demand sequence screen. And then from here, we can see that I've already set up a sequence on how I would like to prioritize my sales, my demand on the allocation side. So right off the bat, number one, I have my ecommerce orders. Ecommerce orders are gonna be our highest margin. As these order orders come in, we're going to have already captured the sale as well. So we always want to allocate inventory to ecommerce orders over any type of transaction. Next, we have selected wholesale. So any type of wholesale would be next. We have our demand forecast. So if we have a forecast associated that we've created in the system, we've put a group of customers who are our top customers. We've even put EDI orders, and then we've put one specific customer for Trey Research and then for Adamantum Corporation. So you can set these up however you'd like. They can be for sales orders, blanket sales orders, transfer orders, service orders, demand forecasts, and then we can filter on different types of orders, different types of customers, different forecast, however you would like to set that up. We can have multiple demand sequences as well. But in this instance, this is the one that we're utilizing. So we're going from ecommerce to wholesale to demand, top customers, EDI orders, and then Trade Research and Adamantum Corporation. So as these transactions come in, this is our prioritization. We then have the concept of supply sequences. So as these orders come in, we're going to allocate inventory to our ecommerce, to our wholesale. But how are we actually allocating that inventory? Where are those allocations coming from? Right? So in this instance, what I said is we always wanna allocate from on hand inventory first. If we don't have on hand inventory, then we wanna allocate from purchase orders, so inbound purchase orders. And then if we don't have inbound purchase orders, we wanna allocate from inbound transfer orders. So maybe you have multiple locations that inventory is coming from into multiple different locations. Right? So in this instance, we could have purchase orders coming in from vendors, transfer orders from different locations, but we're always gonna allocate from on hand inventory first, then our purchase orders, and then our transfer orders. So that's our demand sequence. That's our supply sequence. Now let's go ahead and take a look here at our allocation period templates. So I'll search for period templates. And from here, this is where we can see the concept of a period template. We can configure these period templates to be in days, weeks, months, quarters, years. We can put our starting date formula. So in this instance, we want it to look starting back in the last three months. We can define the size of these soft allocation periods. And then what this does is when we run soft allocation, this is gonna pry it's gonna show what we're prioritizing demand and supply. So the lowest priority transaction for the current period is higher when the highest priority transaction or is higher than the highest priority transaction for the next period. So once we put this all together on the allocation plan, it will make more sense, but you'll see some of those common configuration examples that we have. So weekly, monthly, daily, quarterly. We can even do a test period generation. So how I have this set up per month, looking at the last three months, the bucket one will start on nine ten twenty twenty five going all the way to one ten twenty twenty six. Great. So once you have your sequences set up, you have your period templates set up, then what we do is we move into our soft allocation plans. And just like any of these period templates or these demand or supply sequences, we can have multiple plans. In this instance, we're utilizing one plan. And from here, this is where I start putting everything together. So I can select the period template that we're utilizing, the demand sequence, the supply sequence. We can even utilize planning worksheets to be brought into these allocation plans. So if you're utilizing MRP or utilizing the planning worksheet, you'd like that to be considered in this, you can do that as well. We have our preliminary pass, our item filters, our variant dimensions. So we've added in all sorts of parameters around this. You can make this really as complicated or as simple as you'd like. So if you have questions around this, you know, please feel free just to reach out, we'd be more than happy to answer these questions. So let's go ahead and navigate over to a sales order that I've already run soft allocation for. So I'm gonna navigate over to my sales order that is our ninety seven. And from here, I can actually see that I ran allocation earlier today for the purpose of this demonstration. I can see the items. I can see the variance, and I can see which of these lines have been allocated. So we can see that these first two lines have been fully allocated for their quantities of forty and twenty. We can see that this, for example, has not been allocated. So for whatever reason, we have not allocated over those fifteen. I'll showcase how we can see that here in just a second. We've allocated the full thirty five here. And then in this instance, we've allocated over ten of our twenty. You always have the ability to look and see, you know, why that is just by looking over here on the right. Right? So we can see allocated quantity unallocated, the percentages. Was this allocated from on hand? Was it allocated from purchase orders, from production orders? So, for example, here, we could see this one was allocated from a purchase order. This one was fully allocated from our on hand. But we also have the ability to go into what's called our soft allocation inquiry to see additional information on top of that. So if I navigate back to the home screen, I search for my soft allocation inquiry. We can see when soft allocation was run, which lines are here, the supply type. So in this instance, we can see that these were fully allocated from on hand. This one was from a purchase order, and this was partially allocated from the current on hand inventory. So we only have ten on hand, but we needed twenty. At this point in time, these are just soft reservations. We have not reserved the inventory to these particular orders. We've run this to see what this would look like. So this is something that can be extremely helpful. You know, maybe you really run run it at the end of the day, the end of the month, whatever that may be. In this instance here, we've run just to see based off our current on hand, purchase orders, based off our current inbound transfer orders, out of these orders, which ones could we allocate inventory to, and where would that be coming from?