Tag: Microsoft Dynamics 365 Business Central 2022 Wave 1

This post 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.

When you sign up for a free trial of Dynamics BC you get 30 days to try it out. Once this thirty days expires, you can subscribe to use Dynamics BC as your new ERP or, if you still want to do some testing, extend the trial for a further thirty days.

You can request the extension yourself and it will start immediately from when you click the button, but note that you only get one extension of thirty days.

To extend your free trial, sign in with the account used to create the trial initially and at the top of the page, you will see a notification that your trial has expired; click the Extend trial… link in the notification:

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Extend Trial”

This post 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.

In the previous post on seting an update date, I briefly mentioned an “update window”, but didn’t go into any detail. Well, in addition to being able to set an update date which is the earliest date the update will be applied you can also define an update window which is the times between which the update will be installed, once the update date has been reached. The update window allows you to specify times when your system will not be in active use, such as overnight, to allow updates to be applied without disrupting your users.

Like the update date, the update window is set in the Dynamics BC Admin Center. When you access the admin center, you’ll see your environments listed; click the name of the one you want to set an update window for (you will need to repeat if you have multiple environments):

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Window”

This post 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.

In the previous post on understanding the Dynamics BC rollout timeline, I mentioned that updates to an environment can be scheduled; this allows you to choose when an environment will be updated, allowing you time to thoroughly test to make sure that nothing will break or change in a way which needs to be explained to users.

You can set the update date through the Dynamics BC Admin Center. Open the admin center to see your available environments.

In the 6^th and 7^th columns you will see the Current Version and the Available Update Version; click the name of the environment for environment for which you want to an update date (you will need to repeat for each environment to be changed):

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Date”

This post 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.

Having just finished posting a series on the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2, I thought it might be useful to take a quick look at the rollout timeline for Dynamics BC.

There was a lot of changes in recent years to the Microsoft Dynamics GP rollout timeline in recent years, which I was working with until quite recently. I think the rollout timeline for Dynamics BC also went through some flux at the same time, but both have now settled down to a regular cadence.

There are two types of update for Dynamics BC; major and minor.

New capabilities roll out in “release waves” which consist of both major and minor updates. The series I just finished posting, was the announcement of the release wave from October to March and included both major and minor releases staged throughout that time period. While most of the new functionality comes in the major update, some will become at later times in minor updates and critical updates will be rolled out as soon as possible after they pass testing.

Major updates are released twice a year with availability typically in early April and early October; previews and sandboxes are usually available four to five weeks before this date so that you can do testing prior to rollout starting.

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Update Rollout Timeline”

This post 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.

I’ve done a few posts so far in this series on Dynamics BC, but thought I’d take a step back to the basics and quickly cover the layout of the home page and how you can navigate around within Dynamics BC.

When you log into Dynamics BC, the first screen you will see is your Role Center (I’ve previously covered changing your role which automatically updates your Role Center); the role center is optimised based on a role-centric design to give you rapid access to the business process and intelligence tools which you need to perform your job.

Below is a screenshot of the Business Manager role center:

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center”

This post 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.

Teaching tips are a standard part of Dynamics BC which displays a light blue popup box providing a link to the help and offering to allow the user to take a tour; these are perhaps useful to some people, but I rapidly got tired of them and looked for a way to disable them.

The screenshot, below, shows an example of the teaching tips on the Customers Card; to disable, click the Settings cog icon in the top right corer of the page and click on My Settings:

Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips”

This post 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.

When you create a company with the advanced evaluation with complete sample data, you also need to change the user experience for the new company from Essential to Premium.

To do this, click the Settings cog icon and then click on Company Information:

Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from “Essentials” to “Premium””

This post is part of the In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Backin August I showed how a new company can be created in Dynamic BC and said that there were three types of company which could be created:

Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company”

This post is part of the In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Your role in Dynamics BC determines the default layout of your home screen; it doesn’t affect what you have access to, but what you se.

When you log into Dynamics BC, you will see the home page layout determined by your role:

Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Change My Role”

This post is part of the In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Once a user has been added in Microsoft 365 we can progress to adding them in Dynamics BC.

To do this click the “Tell me what you want to do” magnifying glass in the top right corner ad type Users. Select Users from the list to open the Users Administration page. When the list of users is displayed, click on Process » Update users from Microsoft 365.:

Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Add a User in Dynamics BC”