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The Latest news about Probitas and Business Central. Below are some news pieces you might enjoy, talking about what’s new in the Microsoft Dynamics world. As well as this, we provide Business Central and Dynamics 365 Sales guides.

Analysing Page Personalisation and Customisation in Business Central

In Business Central, users have the ability to both personalise pages on behalf of themselves, and customise pages on behalf of a role. A role, like ‘Warehouse Employee’ or ‘Sales Order Processor’, would typically reflect a standardised configuration for multiple people. After assigning someone a customised role, users can still personalise pages. However, using permissions, …

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Business Central: Transfer Orders, Transfer Routes and In-Transit Analysis

Moving stock between locations is commonplace so it’s crucial to understand how transfer orders work in Business Central. In this post we will start with an explanation of transfers, before explaining in-transit locations and direct transfers, including why you might choose to use one over the other. Finally, we will cover how you configure pre-defined …

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A Guide to Advanced Warehousing in Business Central

After covering Warehouse Setup, Locations, Warehouse Employees and Basic warehousing in the first post, we’ll now explore Advanced warehousing. Each time we demonstrate something, we will show the configuration options. With Advanced warehousing comes the put-away worksheet so we’ll pay close attention to demonstrating how running that works. Advanced warehousing Before performing setup for Advanced …

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Dynamics 365 Sales: Opportunities

Introduction Opportunities are one of the most fundamental components of a CRM system. Mapping their outcomes over time helps to paint a picture of which are more likely to be won and how individual salespeople perform. There is a fair amount of overlap between the lead and opportunity records. In light of this, we won’t …

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Business Central Manufacturing: Production Orders, Assembly Orders and MRP

Manufacturing is an integral part of Business Central. Understanding its functions is paramount to utilising the system to its full potential. With over 20 years experience of manufacturing implementations from Navision, NAV and Business Central, varying in both industry and scale, we are basing today’s blog on what works, rather than compiling cut and pasted …

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Dynamics 365 Sales: Leads

Introduction This is our first post on Dynamics 365 Sales so we thought we’d start at the ground and work our way up. Dynamics 365 Sales is Mircrosoft’s principal CRM platform. In today’s post, I want to run through leads and demonstrate their functionality. When we are referring to leads, we are focusing in on …

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Permissions in Business Central

Giving a user a permission allows them to perform an action in the system. At its simplest, the topic can be broken into three bitesize chunks: Permissions, Permission sets and User Groups. Permissions determine what actions can be performed and by whom. Permission Sets are combinations of permissions bundled together. User Groups are users of …

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Routings in Business Central

After realising we had written a post on work centres back in July, it felt logical to follow it up with a piece on routings. Routings will only be relevant for users with a Premium Business Central license. This is because a routing is a key element to a manufacturing process; it’s a means of …

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Workflows in Business Central

Workflows are ways in which you can manage processes. Workflows can be used to automate actions based on other actions and are frequently used for approvals. For example, a workflow can be created to prevent a Purchase Order from posting until someone with the required authority sanctions the action. You can set Workflows up to …

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Setting up Document Sending Profiles in Business Central

Document sending profiles are assigned to customers, specifying how documents are sent to them. Where they aren’t specified, Business Central will apply a default profile setup. To set them up, use the magnifying glass and search for ‘document sending profile’ and click the available option in the ‘pages/tasks’ category. From here, click ‘new’ and then …

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Overview of Manufacturing Costing in Production Orders for Non-Accountants

The aim of this blog is to give an overview of costing in manufacturing. This blog is written to be read by non-accounts personnel. From a costing point of view, Business Central offers ‘Standard’, ‘FIFO’, ‘LIFO’, ‘Specific’ & ‘Average’. However, we are going to consider only standard and FIFO costing. What is manufacturing costing? Manufacturing costing captures …

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User Permissions Explained

Permissions are integral to Business Central. They are customisable in order to allow particular users to perform specific duties. It’s the role of the administrator to set these, whether that be recently after an implementation or perhaps just amending or adding a specific individual at a later date. The factors the to consider here include …

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The Development of Business Central

Business Central’s evolution from spotty teenager to red carpet supermodel has been a journey filled with an eclectic mixture of different influences. So, what is the story of the development of Business Central? Back in 1984, Personal Computing & Consulting formed. A year later they created PCPlus, their first accounting system. Shortly after, in 1987, …

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Implementing Business Central

Can you implement Business Central on your own? Business Central is renowned for the amount of value you can get from each area within the system. And, with ample amounts of support and information icons, it can seem like Business Central is as simple to implement as it is to use. But the issue lies …

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VAT Group Reporting Receives an Upgrade

VAT group reporting from Business Central used to require manual calculations and consolidation. The good news is that Microsoft have now introduced functionality into Business Central to automate group submissions.

If you would like to know more about the articles above, please don’t hesitate to get in touch.

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