Roberto Stefanetti's NAV Blog

How to grant external accountant access with Dynamics 365 Business Central About license One of the license types for Business Central is the  External Accountant   license. If you use an external accountant to manage your books and financial reporting , you can invite them to your Business Central so they can work with you on your fiscal data . Once your accountant has gained access to your Business Central, they can use the  Accountant Role Center that gives easy access to the most relevant pages for their work. This license type is intended for use by users such as external accountants. This…

Business Central 2020 Wave 2 Preview – Testing some new features Since the Wave2 2020 preview has been released and is public, I want to show you some features; the preview does not currently contain all the features of the final Wave2, others will be released later as scheduled. For now, I report only a few, I leave you to discover the others. MSDYN365BC2020WAVE2 PREVIEW   Testing some released new features #1 Environments List – Import\Export From this page it is possible to list all active instances (and test the connection), it is possible to import \ export instances to file.   #2 Retention…

Announcing #MSDyn365BC preview environments for Business Central 2020 release wave 2 . Try out the new functionality today! Learn how to prepare for major updates with preview environments (note that Spain is still pending/not live yet) https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/preview-environments Thanks Microsoft! #MSDYN365BC #BUSINESS CENTRAL 2020 WAVE2 #MVPBUZZ L'articolo Preview environments for Business Central 2020 release wave 2 proviene da Roberto Stefanetti Blog - Microsoft Dynamics 365 Business Central .

Business Central – The Cloud Data Migration Tool The Cloud Data Migration Tool Customers running their workloads on-premises can migrate to Business Central online by running the cloud migration tool; the same tool can also be used to set up a connection to the intelligent cloud but still remain on-premises . “Data Migration Tool” page link https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/migration-tool HOW SYSTEM WORKS ASSISTED SETUP – PAGES & STEPS TO MIGRATE ON CLOUD! The assisted setup guide consists of pages that take you through the process of connecting…

Repurposed Role Centers in Business Central 2020 Wave 2 About Role Centers The Role Center is the home page , a landing page that is designed for the needs of a specific role in an organization. Depending on your role, the Role Center gives you an overview of the business, your department, or your personal tasks . “*** With this release, we made the list of available roles clearer. GREAT! Role Centers in Business Central 2020 Wave2 We hope users will be able to find a Role Center that fits their needs better . Remember that you can always enhance your Role Center by bookmarking a page or report…

DIRECTIONS4PARTNERS VIRTUAL EVENT 2020! “Directions EMEA 2020 and Directions ASIA 2020 in one virtual event!” “3-5 November 2020 – Virtual Worldwide Event” Registrations: September 1st   WHAT WILL THIS VIRTUAL CONFERENCE LOOK LIKE? The virtual Directions4Partners 2020 will be open and easy to attend for our entire partner community. As you are used to at Directions conferences, t his virtual edition will give in-depth content from excellent speakers , the opportunity to connect and interact with Sponsors, Microsoft and other Partners from anywhere. It will be a “Second Life” experience, not a…

How to receive more items than ordered in Business Central SCENARIO When you receive more goods than ordered, you may want to keep them rather than cancel the receipt. For example, it might be cheaper to keep the excess in inventory than to return it, or the supplier might offer a discount to accept it. “How-To” configure excess receipts You need to define a percentage by which to allow the ordered quantity to be exceeded when receiving . This is defined in an over-receipt code , which contains the percentage in the % tolerance for over-receiving field . Then you assign the code to the cards of…

Intercompany in Business Central About Intercompany functionality The Intercompany functionality lets you do business with your subsidiary and internal partner organizations in the same way as you engage with your external vendors and customers. You enter intercompany transaction information only once in the appropriate documents , mapping facilities for the chart of accounts and dimensions help ensure that information appears in the right places.   Main Benefits Benefits to the Intercompany functionality : Complete audit trail and full visibility into business activities and transaction histories…

Security Filters in Business Central Business Central Security’s security system allows you to control the objects that a user can access within each database or environment. For each user, you can specify whether you want to allow reading, editing or inserting data in the selected database objects . You can specify which records are stored in the tables that each user is allowed to access. This means that permissions can be allocated at both the table level and the record level. The security system contains information about the permissions that have been granted to each user who can access a…

Security Filters in Business Central Business Central Security’s security system allows you to control the objects that a user can access within each database or environment. For each user, you can specify whether you want to allow reading, editing or inserting data in the selected database objects . You can specify which records are stored in the tables that each user is allowed to access. This means that permissions can be allocated at both the table level and the record level. The security system contains information about the permissions that have been granted to each user who can access a…