Author: Ian Grieve

Ian is a Microsoft Dynamics GP certified consultant specialising in the delivery of Microsoft Dynamics GP projects and currently the Lead ERP Consultant for ISC Software Ltd., a Microsoft Partner, VAR and ISV in England. Ian has worked with Microsoft Dynamics GP since 2003 and, over the nine years since, has dealt with all aspects of the product life-cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades and process reviews. In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant blog dedicated to Microsoft Dynamics GP and related products.

In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

One thing I wasn’t initially aware of when you create a company in Business Central, is that the company actually has two names; there is the Name and the Display Name. When you create a company, you specify the name and the display name is set to the same value.

I was talking to someone about a Business Central company the other day and something came up which made me wonder about changing the name of the company.

When I looked into it, I found three relevant pieces of information:

  1. The Name cannot be changed once a company has been created, as this is used in the table names in the database. If you want to change this, then you would need to make a copy of the company and delete the original.
  2. The Display Name can be changed, through the Companies (357) list page (more on this below).
  3. The name used on the document outputs in Business Central is neither of these and must be defined in the Company Information (1) page (more on this below, too).

To change the Display Name of a company, search for and open the Companies page; click the Edit List button and change the name of the company in the Display Name column:

Companies page in edit mode

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company”

In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View

Ian Grieve1 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

A while ago, in this series, I covered how to use list pages in Business Central and also posted some links to advanced filtering techniques; one thing oyu can do with list pages is save your filter options so you don’t need to set them up again, time after time.

I also demonstrated this in the articles on creating goods received not invoiced and goods shipped not invoiced reports.

The issue is that when you save those filters, you are saving them only for yourself; no-one else can see them.

There is a solution to this issue though, and it is as simple as sharing the link to the report; when another user opens the link you’ve sent them, the filters, contained within the link, are applied and they can save the filtered list themselves.

To do this, configure the filters you want and click the Share button in the top right and select Copy link:

Share menu pn list page

This places the link on your Windows clipboard, allowing you to share it in anyway that you want, although it has to be noted, the link will not give people access to a page to which they don’t have access in Business Central.

You can also do a Share to teams:

Share link to Microsoft Teams

In Microsoft Dynamics 365 Business Central, how do I…

In Microsoft Dynamics 365 Business Central, how do I…
In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial
In Microsoft Dynamics 365 Business Central, how do I… Get Access to the Microsoft 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Create a Company
In Microsoft Dynamics 365 Business Central, how do I… Copy a Company
In Microsoft Dynamics 365 Business Central, how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With Cronus
In Microsoft Dynamics 365 Business Central, how do I… Access Dynamics BC Admin Centre
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With a Copy of Production
In Microsoft Dynamics 365 Business Central, how do I… Create a User
In Microsoft Dynamics 365 Business Central, how do I… Add a User In 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Add a User in Dynamics BC
In Microsoft Dynamics 365 Business Central, how do I… Change My Role
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center
In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Update Rollout Timeline
In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from "Essentials" to "Premium"
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Date
In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Window
In Microsoft Dynamics 365 Business Central (Administration), how do I… Extend Trial
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Types of Pages Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Know Which Keyboard Shortcuts Are Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use List Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Advanced Filters on Lists
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Card Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the FactBox
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Action Bar
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Worksheet Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the On-premise Lifecycle Policy
In Microsoft Dynamics 365 Business Central (Administration), how do I… Start a Free Trial (Updated for the new "customised trial")
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand General Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Specific Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Tax Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Business Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Product Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo
In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore an Environment to a Point in Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Refresh an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Approaches to Configuring a New Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… View Two Pages at the Same Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Maintain Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand What Data Can Be Deleted
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Master Data Management
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Access Business Central
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Master Data Management
Using Extended Texts In Microsoft Dynamics 365 Business Central: What are Extended Texts?
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add Branding to Business Central by Setting a Theme
Word Template Mail Merge in Business Central: What is it?
Word Template Mail Merge in Business Central: Create Word Template for Mail Merge
Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Entity
Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Using a Word Template
Word Template Mail Merge in Business Central: Create Mail Merge from a Business Central Entity using a Word Template
Word Template Mail Merge in Business Central: Send Email Using a Word Template
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Customising a Card Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment
In Microsoft Dynamics 365 Business Central (Customization), how do I… Understand the Difference Between Personalization vs. Design
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand G/L Account Categories and Subcategories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain G/L Account Categories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a G/L Account
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Types of G/L Account Available
In Microsoft Dynamics 365 Business Central (Financial), how do I… Indent Chart of Accounts
In Microsoft Dynamics 365 Business Central (Finance), how do I… Understand Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Global and Shortcut Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Posting Group
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create the Inventory Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Difference Between Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse User
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Different Levels of Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Shelves
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Enable Processing of Inventory Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Add Bins to a Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Stock Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Picks in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Receipts in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Warehouse Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Put-aways to Use the Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Shipments in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Shipments
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock at a Customer Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock in My Warehouse
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Stock On a Van
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Remove a Warehouse/Location from Use
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Items
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Stockkeepping Units
Using Extended Texts In Microsoft Dynamics 365 Business Central: Enable Item Extended Texts to be Added to Transactions Automatically
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Create a Vendor Posting Group
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Produce a Goods Received Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Keep Invoiced Purchase Orders
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Understand Dates on Purchase Invoices
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Override VAT on a Purchase Invoice
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Assign Number Series in Purchasing
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Purchasing Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Sales), how do I… Create a Customer Posting Group
In Microsoft Dynamics 365 Business Central (Sales), how do I… Produce a Goods Shipped Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Sales), how do I… Keep Shipped Sales Orders
In Microsoft Dynamics 365 Business Central (Sales), how do I… Assign Number Series in Sales
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Sales Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Understand For What Power Automate can be Used
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Types of Flows Are Available
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Actions Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Triggers Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Flow Templates Are Available from Microsoft
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create Environment Variables for the Environment and Company
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Instant Flow
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for when a Business Event Occurs
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… An Alternative to Environment Variables
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for an Approval
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Create
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Flow for Business Central From a Template
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Delete
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Modification
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record Change
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Understand Business Central Power Automate Actions
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get url V3" Action
In the "For a selected Record V3" Microsoft Dynamics 365 Business Central Trigger in Power Automate, the Record URL is Avalable Without Using "Get url V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find records V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find One record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Create Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Delete Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "List Companies V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Run Action V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get Adaptive Card V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Development), how do I… How to Upload an Extension

In Microsoft Dynamics 365 Business Central (Administration), how do I…

In Microsoft Dynamics 365 Business Central (Administration), how do I…
In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial
In Microsoft Dynamics 365 Business Central, how do I… Get Access to the Microsoft 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Create a Company
In Microsoft Dynamics 365 Business Central, how do I… Copy a Company
In Microsoft Dynamics 365 Business Central, how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With Cronus
In Microsoft Dynamics 365 Business Central, how do I… Access Dynamics BC Admin Centre
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With a Copy of Production
In Microsoft Dynamics 365 Business Central, how do I… Create a User
In Microsoft Dynamics 365 Business Central, how do I… Add a User In 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Add a User in Dynamics BC
In Microsoft Dynamics 365 Business Central, how do I… Change My Role
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center
In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Update Rollout Timeline
In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from "Essentials" to "Premium"
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Date
In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Window
In Microsoft Dynamics 365 Business Central (Administration), how do I… Extend Trial
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Types of Pages Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Know Which Keyboard Shortcuts Are Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use List Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Advanced Filters on Lists
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Card Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the FactBox
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Action Bar
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Worksheet Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the On-premise Lifecycle Policy
In Microsoft Dynamics 365 Business Central (Administration), how do I… Start a Free Trial (Updated for the new "customised trial")
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand General Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Specific Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Tax Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Business Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Product Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo
In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore an Environment to a Point in Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Refresh an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Approaches to Configuring a New Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… View Two Pages at the Same Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Maintain Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand What Data Can Be Deleted
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Master Data Management
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Access Business Central
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Master Data Management
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add Branding to Business Central by Setting a Theme
Word Template Mail Merge in Business Central: What is it?
Word Template Mail Merge in Business Central: Create Word Template for Mail Merge
Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Entity
Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Using a Word Template
Word Template Mail Merge in Business Central: Create Mail Merge from a Business Central Entity using a Word Template
Word Template Mail Merge in Business Central: Send Email Using a Word Template

Splitting a Table on a Microsoft Dynamics 365 Business Central Word Template

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis technically isn’t a Microsoft Dynamics 365 Business Central issue, but I encountered it when working on a Word template from Business Central. The same action will work for any table in Microsoft Word regardless of what data is in the table.

I was doing some work for a client, adapting the layouts of the Word templates used to produce documents such as the sales invoice. The client asked me if it was possible to pin the footer of the document to the bottom of the page instead of having it floating up and down with the invoice lines.

I figured this might be possible to do, if I could have them in a separate table. I had a fiddle around with it and realised the option to split a table was exactly for what I was looking. When you have the cursor inside the table where you want the table to be split, select the Layout tab on the action pane and, in the Merge section, click Split Table:

MS Word showing the Spit Table button

From the cursor down, the existing table will now be split into two.

Preview of Microsoft Dynamics 365 Business Central 2024 Wave 2 Investment Areas

Ian Grieve1 minute read0 comment

Microsoft Dynamics 365 Business CentralMicrosoft have released a preview of some of the functionality slated for Microsoft Dynamics 365 Business Central 2024 Wave 2.

The functionality has been broken down into two areas:

  • AI powered business
  • World class service
Microsoft Dynamics 365 Business Central 2024 Wave 1 Preview slide with details repeated below

Continue reading “Preview of Microsoft Dynamics 365 Business Central 2024 Wave 2 Investment Areas”

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Access Worksheet Pages from Mobile Phones

Ian Grieve4 minute read1 Comment

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 4th of the new functionality in the User experiences section is Access worksheet pages from mobile phones.

Expanding access to more Business Central areas from a mobile device is essential these days as more users are choosing this way of working. Until now, you couldn’t open worksheet pages from your phone. Now you can, making it more convenient to work with Business Central from anywhere using the device of your choice.

Enabled for: Users, automatically
Public Preview: Apr 2024
General Availability: Apr 2024

Feature Details

With this feature, we’ve enabled special, simplified access to pages of the type ‘worksheet’ from mobile phones. Previously, this page type was only available on the Business Central mobile app from tablets or desktops.

Using a method similar to document pages, worksheet pages are rendered in a simplified version that includes a shortened header section, all worksheet lines, and a footer summary section.

To edit data, simply tap the desired area, make changes, and confirm using the Save or Back button. This feature allows even complex worksheet pages to be easily operated on mobile phones.

This feature requires Business Central version 24.0 or later and applies to Android phones and iPhones.

Worksheet pages on a phone device

My Opinion

I am not a huge fan of using a mobile phone for anything complex as I think that the screen is far too small to work effectively. However, I also know many other people who will happily do quite involved things on their phone, and this enhancement looks to be for that type of person; it is good to see that more and more of Business Central is becoming widely available on devices of all sizes.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
Add Table and Field Mappings for Existing Integration Tables
Find a Matching Record in a Power Automate Flow
Archive Projects
Usability Improves for Service and Projects
Use Deferral Codes in Purchase and Sales Journals
Define a Service Invoice Posting Policy for Various Users
Define Default Location for Project or Project Phase
Block Item, Item Variant or Service Item from Use in Service Management transactions
Connect Business Central With Shopify B2B
Set Up Financial Consolidation Runs More Efficiently
Simpler Shopify Connection
Use General Ledger Account Revaluation for More Accurate Financial Statements
Get More Productive While Entering Time Sheets
Create Projects That You Can Invoice to Multiple Customers
Assemble to Project
Invoice a Customer for Multiple Projects
Use New Excel Layouts for 35 Selected Reports
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Manage Work Orders in Field Service, Invoice Them in Business Central
Manage Document Attachments in Service Items and Documents
Export and Import Multiline Text Using Configuration Packages
Correct Errors in Service Invoices
Prevent Editing Number Series on Service Documents and Cards
Be More Productive When Approving Time Sheets
Inventory Package Numbers Work Like Item Tracking Dimensions
Assign Salesperson to Customer Ship-to Addresses
View Incoming Documents in Archived Quotes and Orders
Specify Dimensions on Posted Entries Applications With Realized Gains or Losses
Allow Lines with Amounts of Zero on Recurring General Journals
Automate the Reminders Process in Collections
See Improved Usability for Warehouse and Inventory
Ensure Accurate Inventory Valuation by Controlling Cost Adjustment
Use a New Role Center for Collection Management
Manage Subscription Billing and Revenue and Expense Recognition
Enable Sustainability Features for Integrations with APIs
Install Field Service Integration with Business Central from AppSource
Introduce Power Automate Copilot Integration with Business Central
Map e-Documents to Purchase Order Lines with Copilot
Create Sales Lines Easily with Copilot
Extend Copilot Using Richer Development Tools
Get to Insights Faster with Copilot-Generated Analysis Tabs
Complete Bank Account Reconciliation Faster With Copilot
Create Product Information Faster with Copilot
Learn More About Fields with Copilot
Chat with Copilot
Simplify collections with Copilot for Finance and Business Central
Automate Tests for your Copilot Extensions with the Business Central Test Toolkit
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
Process Czech Bank Statements, Payment Orders More Productively
Improvement of Czech Localization Reports
Report Explorer has Additional Outputs in the Czech Version
Improved Updates of ARES Data in the Czech Version
Allow More Extendability of Advance Payments in the Czech Version
Print QR Codes on Sales Invoices in the Czech Version
Use Excel Layouts for Czech Reports
Handle Multiple File Uploads and File Drop Zones
Debug the System Application
Remove Friction When Working with External App Dependencies
Use In-client Page Scripting Tool for Acceptance Testing
Use AL-controlled Barcode Scanning For All Scenarios
Write flexible and performant code with NumberSequences
Use the OData V4 IN Operator in Web Service Queries
Define Extension Objects in Same App as Their Base Object
Use Cookies in HTTP Calls From Business Central
Define Tooltips on Table Fields
Use Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Encrypt Data At-Rest with Customer-Managed Encryption Key
Allow Customers to Consent to Microsoft Support Accessing Their Data
Link Business Central Environments to Power Platform Environments
Copy Companies with Dataverse Integration Safely
View and Filter Users With Additional User Details
Control partner access per environment
Analyze Telemetry Events Across Browser and Server for a Session or User
Use Premium License to Sign In to Environment with Essentials Licenses
Experience the New Embedded AppSource Marketplace Page
Migrate Record Links and Notes with Cloud Migration Tooling
See VAT Date in Posting Previews
Automate Country of Origin Listed for Item Tracking Code in Intrastat Reporting
Achieve Sustainable Compliance with Business Central
Discover Report and Data Analysis Content Easily
Use Drag and Drop to Attach Multiple Files
Use Actions to Navigate and Highlight or Fix Platform-Generated Errors
Share Error Details to Get Help from Another User
Access Worksheet Pages from Mobile Phones
Boost Productivity With the Modern Action Bar
Enhancements to the User Experience

Microsoft Excel Showing Formula Instead of Result

Ian Grieve2 minute read0 comment

Microsoft OfficeI was doing some work with a client a while ago and encountered a problem with Excel where it was showing me the formula in a call, rather than the result of the formula. I have no idea if the spreadsheet was sent to me with the formulas set this way (I’m not sure if this is possible) or if I inadvertently hit the keyboard combination to enable the setting at some point (Alt + M and then Alt + H).

It took me longer than it should have done to revert Excel back, so I am posting this as a reminder should it happen again.

To switch this setting off, select the Formulas tab on the action pane and, under Formula Auditing, click Show Formulas, which will toggle the setting off (or on if it is currently off):

Excel example showing formulas and the Show Formulas button highlighted

VAT Bus. Posting Group Error in Get Shipment Lines in Microsoft Dynamics 365 Business Central

Ian Grieve4 minute read0 comment

Microsoft Dynamics 365 Business CentralWhile working with a client recently to implement Microsoft Dynamics 365 Business Central, they reported an error to me during UAT when trying to test the sales process. They’d raised and shipped a sales order and were now trying to use the Get Shipment Lines function on the Sales Invoice page, but when selecting the shipment lines they were receiving this error:

Error using Get Shipment Lines function

VAT Bus. Posting Group must be equal to '' in Sales Shipment Line: Document No.=100022. Current value is 'UK'.

I did a little investigation with them and discovered that the error was for a single customer; shipment lines for other customers could be selected without problem.

It turned out the root cause was that the customer did not have a VAT Bus. Posting Group selected on the customer card; this field would default to the sales order header and then pull through to the order lines as they are added. Because it was missing, the user had manually added the VAT details to the order lines, but not the header. When the sales invoice was raised, the VAT Bus. Posting Group did not default to the header, so when the shipment lines were selected there was a mismatch resulting in the error message.

Once the VAT was added to the header (and the customer card so it would default in future), the sales shipment lines could successfully be added to the invoice.

I had advised the customer that customer templates should be used to default in the required fields on customers as they are created, but they had not done this. A customer template created for each geography (UK, EU, ROW) would have allowed the VAT Bus. Posting Group, and other posting groups and fields like payment terms, to default when the customer was created.

Error Calculating Depreciation in Microsoft Dynamics 365 Business Central: “No journal lines were created”

Ian Grieve4 minute read0 comment

Microsoft Dynamics 365 Business CentralI helped a client implement the Fixed Asset Management module in Microsoft Dynamics 365 Business Central recently; during training I showed them how to configure and use the module and also created configuration packages for them to import both the fixed asset itself as well as the acquisition and depreciation to date.

After importing the assets into Business Central with a net book value up to the last day of the previous month, they tried to run depreciation for the assets, but encountered a problem where no depreciation was calculated:

Error trying to depreciate fixed assets

The depreciation has been calculated
No journal lines were created.

They keyed a new asset onto the system and tried depreciation and that asset did depreciate so there was obviously no general problem with the setup of the module, depreciation book or assets.

Looking at the data in the table, there was no obvious difference between them; there were a few fields different such as dates, values and similar in the Fixed Asset (5600) and FA Depreciation Book (5612) tables, but nothing which would impact the depreciation. It actually took a colleague to spot the difference, as I was reading the field as being the net book value (which is actually in the Book Value field, but was in fact the Ending Book Value field, which is used to set a residual amount for depreciation, below which the asset won’t depreciate.

When the client populated the configuration package, they had not remembered my mentioning this field during training, and for what it was intended, and entered the same value in both the Book Value and Ending Book Value fields, so Business Central was treating the assets as depreciated as far as they should depreciate. A quick configuration package update to the Ending book Value and the assets were able to be depreciated as required.

In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Business Central allows pictures to be attached to each item on the Item card page, but doing it individually through this page will be a very slow process, even for quite small systems. Fortunately, there is a function which allows the bulk import of pictures for items.

To use the import, all you need is a zip file containing the items, where the name of the file is the Item Number and the file is an image file such as bmp, jpg or png (the help files aren’t especially helpful as to acceptable types, but I have seen these three used). I would recommend that the images imported not be too large; use a reasonable resolution image and be run them through a minifier to use the best encoding.

When you have your import ready, open the Inventory Setup page and select the General » Import Item Pictures action:

Inventory Setup page showing the General action bar

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures”

Microsoft Dynamics 365 Business Central Configuration Package Import Error: “The package code in all sheets of the Excel file must match the selected package code…”

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralI’ve been doing some work with a client recently to implement Microsoft Dynamics 365 Business Central. We created a number of different configuration packages to import data into different areas of Business Central which were used without issue.

However, when we came to import the fixed assets, we received an error during import:

Configuration Package error

The package code in all sheets of the Excel file must match the selected package code, GL-FIXED-ASSETS. Modify the package code in the Excel file or import this file from the Configuration Packages page to create a new package.

Continue reading “Microsoft Dynamics 365 Business Central Configuration Package Import Error: “The package code in all sheets of the Excel file must match the selected package code…””