How to set up a salesperson in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central. Set up a salesperson. Sales organizations want to be able to monitor the performance of their salesforce. In Dynamics 365 Business Central, we can set that up by adding an employee as a salesperson. This lets us assign salespeople to customers, contacts, general ledger accounts and campaigns, so that we can track their sales activities. Additionally, we can assign salespeople to tasks that are linked with sales opportunities. This video shows the basics about setting up an employee as a salesperson. To set up a new salesperson, in the search field, we’ll enter “Salespeople” and then choose the Salespeople/Purchasers link in the search results. We’ll choose New to open a blank Salesperson Card. We’ll fill in the Code, which is a type of identifier, and the Name of the salesperson. We’ll enter the Job Title and then the Commission Percentage that we want to use to calculate the salesperson’s commission. Finally, we’ll enter their Phone Number and Email Address. After we create the new salesperson, we’ll need to assign a user and/or an employee. To do that, in the search field we’ll enter “User Setup” and then choose the User Setup link in the search results. On the User Setup page, we’ll find the user we created the salesperson for, and then update the Salesperson Code field with the new salesperson. Now we need to assign the salesperson to an employee. In the search field, we’ll enter “Employees” and then choose the Employees link in the search results. We’ll find the employee and then open the Employee Card. On the Administration fasttab, we’ll choose a Salesperson/Purchaser code. And that’s all there is to it. The salesperson is now created and can start selling to customers.

How to report a production outage in Dynamics 365 Business Central

Having a customer down situation where they can’t use Business Central is never a good experience. But now there is a fast and direct way to report this to Microsoft through the Business Central administration center. In the production environment, this does not work for sandbox, click the option Report Production Outage. A new pane opens to provide the necessary information. The outage types are Unable to log on (all users) and Cannot access API/Web Service. Choose which one applies to your customer. Enter your name, email, and phone number. Click Next. Describe what you and the customer have tried, such as the different browsers, and if you’re able to log in to any companies. Perhaps Cronus, the sample company is working. Finally, tell us about any errors you receiving, including any correlation or operation IDs. The last thing is to enter the date and time the outage began. I will select that from the options. I mark the check box to consent to not sharing any details or personal information, and click Report. This will create both a support ticket as well as a DevOps ticket for our internal Microsoft Service team. This way they are notified immediately of the situation and can get to work on resolving the issue. Continue to use the support case that you see any outage information, as this is your avenue of communication with Microsoft. Once the outage has been declared, you can close the window, click the Reported outages to review the case number, and if you want updates, click the case number and that takes you to the Microsoft Partner Center to view the details. Thank you for watching the video and how to report production outages.

How to setup scheduled reports in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central. Set up Scheduled Reports. Business Central offers a healthy variety of reporting tools. For example, there are account schedules, analysis by dimensions, connection to Power BI, as well as several standard reports. The standard reports can be printed, saved, sent or scheduled. This video shows how to schedule a report in Business Central. When running a report, Business Central will show the Request Page, where we can define criteria and filters for the report. Additionally, the Request Page includes actions at the bottom of the page that let us choose what we want to do with the report. We can share the report, print it, or preview it. To schedule a report, we’ll choose Send To, Schedule, and then choose OK. The Schedule options page opens. Here we can define how we want to run report. We’ll choose Report Output Type to specify whether we want to save or print the report. Now we’ll define the Next Run Date Formula and the Expiration Date, and then choose OK. The report has been scheduled and a new Job Queue Entry has been created for it. If we want to edit the schedule, we can open the Job Queue Entry and do that. Every time the report is run, we will find it in our Report Inbox on our Role Center. We can choose the report to open it. It’s that easy. Our report will now run according to the schedule we just set up. Microsoft Dynamics 365. Microsoft logo.

Multideur’s migration to Microsoft Dynamics 365 Business Central

Worldwide millions of doors open and close each day. Multideur ensures that vital organisations
like the Ministry of Defense… …and fire departments have no worries about
their accessibility by using technology. Basically I always say nobody notices a door… …until it doesn’t work anymore. Because then you will find out that the processes
inside a factory can not continue anymore. Fire departments, the Ministry of Defense
or police departments… …you can imagine what will happen if such
a service can not be delivered… …because a door is malfunctioning. Since we are focusing more and more on the service delivery… …we see a big challenge in the speed of
information throughout our processes. In the past we had a very physical process here. With lots of piles of papers and mechanics going
to clients with physical worksheets. But also we had some various systems and
various versions of Navision… …so when a client called with a breakdown or malfunctioning door, we
had to look at different places to find the right information. So the speed and accessibility of information became a big issue. And this is something we wanted to solve with a new system. We chose for the Microsoft Dynamics 365 Business Central
solution with the Field Service app. Basically it gives us the most easy way to find information. We also ensure that the information is the same at every place. And its accessible for everybody everywhere
because it is in the cloud. So for example a mechanic can now focus on
his job, which is to maintain or service the door… …and less on paperwork and all
kinds of administration instead. Our work used to be a lot of paperwork, a lot of e-mails… …no that was not a nice situation. Now we have more time with the system to
help the customer and work on the project. That makes life easier. We made a big choice to put our system into the cloud. So we do not use local servers anymore. But also no local support. We have a partner which is Prodware. They helped us with defining the system. They helped us find
the best solution for Multideur in our demands and our processes. And today they support us in having the system online
everyday. And help us improve everyday. We are now also working on implementing the business intelligence
app Power BI… …which gives us a lot of management information… …on what we are doing so we can provide
the SLA information to our customers proactively. And also steer ourselfs on our main KPI’s and
the service delivery that we have in the field. In the end we want to deliver our promise. Which is
to deliver the best service to our customers. So basically we already know when a breakdown can happen… …or when specific predictive maintainance needs
to be done before the client even notices. And this is what we are looking into. By use of IOT
which is also supported by the Field Service solution.

Polytropic réussit sa transformation numérique avec Microsoft Dynamics 365 Business Central

Ici, chez Polytropic, nous produisons
des pompes à chaleur de piscines distribuées en Europe,
au Maghreb et au Moyen-Orient. Nous avons une équipe de 12 collaborateurs. Nous produisons 10 000 pompes.
Le chiffre d’affaires est de 10 millions d’€. Entre 2013 et 2018, le taux de croissance
était de 25% / an. Nous utilisions Microsoft NAV. Suite à cette croissance, on devait gagner en efficacité et faciliter la gestion
entre les services. On gérait les commandes
manuellement avec beaucoup de saisies. C’était chronophage
et ça entraînait des erreurs. Nous avions 2 options : rester sur la version serveur avec des équipes informatiques, compliqué pour une petite structure. Soit passer à la dématérialisation
et au cloud. C’est pourquoi on a choisi
Dynamics 365 Business Central. Pour la transition,
on a appelé un partenaire pour mettre en place l’outil
et former les équipes. On a eu quelques réticences. Les habitudes ont la peau dure. Quand tout le monde a compris
les gains d’efficacité et de temps, ça s’est bien passé. Utiliser Business Central
en version cloud, a été une révolution. On a changé notre façon de travailler et notre organisation interne au niveau des bureaux
et de l’atelier. Nous avons fait créer des extensions spécifiques à notre domaine
et activité. Par exemple, Nous avons mis en place
un lecteur code-barres pour scanner les machines lors du déchargement
des camions pour les rentrer
immédiatement en stock sans générer d’erreurs de quantité et de numéro de série. Ça nous permet
d’avoir les mises à jour régulières et de façon transparente. On a eu une mise à jour récemment qui est passée inaperçue. Pour la sécurité des données, la confier à des spécialistes dont c’est le métier, nous assurait
de leur sécurité et que l’accès n’était possible que par nous-même. Le fait que des personnes extérieures ont un accès sur notre système
avec la version cloud nous permet d’être plus efficaces car on apporte des réponses immédiates
aux clients. On a apporté un plus
dans la qualité de réponse et de support à nos clients. Le bilan est positif après 6 mois. L’avantage avec Business Central, c’est qu’on planifie notre croissance
à long terme. L’outil est évolutif
et nous permet de croître sur des années. Business Central est une solution
pour réaliser nos ambitions.

How to set up a vendor in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central. Set up a vendor. In Business Central, vendors are the primary player in purchasing processes because they supply the products that businesses sell. In this video, we’ll look at the basic settings for setting up a new vendor. To create a new vendor, in the search field, we’ll type “Vendors” and then choose the Vendors link in the search results. On the Vendors List page, we’ll choose New to open a new vendor card. If we have defined templates for vendors, a page will open asking us to select the template to use. Creating templates for different types of vendors can save us time and increase consistency when we create new vendors. Templates contain information that is the same, or often the same, for all vendors of a certain type. When we choose a template, the information in the template is automatically added to our new vendor. We have a template, so let’s choose it. Now we’ll fill in the Name field. On the General fast tab, we can also define the purchaser and the responsibility center. On the Address and Contact fast tab, we’ll enter contact information for the vendor, such as their address, phone numbers and email address. Next, we’ll move on to the Invoicing fast tab. Under Posting Details, we can define how this vendor will post to the general ledger. The Vendor Posting Group defines the payables account and the General Business Posting Group defines the general ledger accounts to use for our purchases from this vendor. If the vendor uses a different currency, we can specify that in the Currency Code field. Whenever we use this vendor, transactions will be made in this currency, unless we specify otherwise. If the vendor requires prepayments, on the Payments fast tab we can specify a percentage in the Prepayment % field. This will be applied when we create purchase orders for this vendor. We can also define how quickly we need to pay invoices from the vendor by choosing an option in the Payment Terms Code field. We can also define how we’ll make payments to the vendor in the Payment Method Code field. Finally, if we want to prioritize payments for our vendors when we use the suggest payments capability, we can specify a Priority for the vendor. And we’re done. We can now start buying from our new vendor. Microsoft Dynamics 365. Microsoft logo.

Dynamics 365 Business Central | 2019 release wave 2 overview

[MUSIC] Dynamics 365 Business Central provides a complete business applications solution designed to and optimized for small and medium sized businesses. Though the bulk of our efforts for the 2019 release wave 2 were focused under the hood, we did add a lot of great new capabilities. This video focuses on just a few of them. For the full list, visit our release plan. Cancel issued reminders and finance charge memos. Reminders and finance charge memos are usually created in batches, for example, at the end of the month to remind customers about invoices that are due or overdue. If we spot a mistake, we can quickly correct and cancel issued reminders and finance charge memos. Let’s go cancel the reminder. We’ll choose sales and then issue reminders, and then choose reminder in the list. Now, we’ll choose actions, then cancel, and then OK. And that’s all there is to cancelling an issued reminder. The process is the same for issued finance charge memos. Copy line descriptions to general ledger entries when posting. When reconciling or auditing data, such as expenses, it’s often useful to be able to see the source document line descriptions on the general ledger entries. For example, the descriptions can include additional information about what is included in the general ledger entry. We can quickly copy line descriptions from documents to general ledger entries. Let’s go copy a description. For this example, we’ve already enabled the copying capability on the sales and receivables setup page by choosing show more on the general fast tab and then choosing the copied line descriptions to GL entry toggle. Now, we’ll open a purchase invoice. There are three lines on the invoice. One for April, one for May, and one for June. If we need to, we can change the descriptions for these lines before we copy them to general ledger entries. Now, we’ll post the invoice. On the posted purchase invoice page, we’ll choose show more, then action, and navigate. On the navigate page, we’ll choose the line for the GL entry and then click on the number. The description fields now show the descriptions from the source documents, which gives accountants and auditors better insight into what the general ledger entries include. Copy document even when some lines are blocked. When using the copy document action to create new documents based on existing documents, we’re now notified if any items or resources on the source document lines are blocked. The blocked document lines are excluded from the new document. The notification shows an overview of all document lines that are blocked in the source document. Let’s copy a document. In this example, item 1920 Antwerp Conference Table is blocked. Now, we’ll create a new sales order for our Adatum customer. We’ll choose prepare, copy document, and then choose a sales order we want to copy. The sales order we’re copying contains the blocked item, so a notification displays to let us know that there’s a problem. To find what that is, we’ll choose details to see more information about the warning. Description field tells us what we need to know. Add links to the navigation menu. We’ve made it easier for you to shape the way you work in Business Central. In addition to the navigation tools we provide, you can now bookmark any page in Business Central and add the link to your Role Center. Let’s explore this new capability. In this example, we’ll search for a pane that we often use but isn’t already in our Role Center. We’ll do that for the employees’ list. In the tell me field, we’ll enter employees. A link to the employees list page is at the top of the results. To add a link to our Role Center, we’ll click the bookmark icon to the right of the search result. The link to the employees page is now added to the navigation menu on our Role Center. Let’s close the tell me page and look at our Role Center. Resize columns with fewer clicks. Sometimes columns and tables contain data that is wider than the column, which means that we can’t see all of the information. Resizing the column can help, which we can do on any list at any time. What’s more, Business Central remembers our changes, so we’ll see them on all our devices. Let’s resize a column on the items list page. In the tell me field, we’ll enter items. We can resize a column in two ways. We can drag the border of the column header until we get the width we want or we can double click the boundary between column headers, like in Excel, to auto fit based on the contents. This can really help us visualize our data more effectively. Filtering option fields by multiple values. We can narrow down data to find certain records faster by using multiple values to filter option fields. The filter values we enter are treated as OR operations. For example, we can filter the color field by red, green, or blue. Let’s go apply a few filter values. We’ll use the employee list in this example. In the tell me field, we’ll enter employees. We’ll press Shiftr+F3 to open the filter pane. Now, let’s look up an option field in the employee table. Now if we don’t know which fields are option fields, we can use page inspection to find out more about the page. To inspect the employees’ page, we’ll press Control Alt F1. To find the option fields, we’ll choose a search icon and then type option. Let’s use the first one in the list. We’ll close page inspection and return to our filters. We’ll choose filter and then enter gender. This gives us the values for that option field, which are female, male, and neutral. Let’s use female. This will filter all records where gender is equal to female. We might want to use the filter some other time, so now we’ll save it. Saving and personalizing list views. Defining the perfect set of filters can be a time consuming, iterative process so the ability to save our filtered views is very helpful. Let’s go create a view for the employees page. We’ll use some slightly more advanced filtering tools. In the tell me field, we’ll enter employees. We’ll press Shift+F3 to bring up the filter pane. Let’s use a data expression to filter on employees whose employment date is within the past 10 years. We’ll type -10y for the last 10 years, then an ellipsis and then today. Now, let’s add all records where gender is equal to female. We’ll type gender, choose the gender field, and then choose female. We can now save our filter and it will be available the next time we need it, no matter how we access the page. Filter information in reports. As the business grows, so do the data sources that power its reports. This increases the need to control the amount of data that reports process. The filtering experience for reports has been improved with an experience much like filtering lists, which includes the ability to quickly add more fields, get assistance and validation feedback when specifying filter criteria, and applying expressions in filter tokens. Let’s go apply a filter to the employee birthdays report. In the tell me field, we’ll enter employee birthdays. Now, let’s find all records where the gender is equal to female. We’ll type gender, choose the gender field, and then choose female. Let’s use a data expression to filter on employees who are hired in the last two years. Powerful filtering capabilities, such as filter tokens, expression ranges, and filtering on multiple field values gives us a faster, cleaner insight into our data, which makes us more productive in our jobs. Enhancement to Excel integration. Microsoft Excel continues to be one of the most popular productivity tools in business. For years, we’ve been able to use the add-in for Excel to export our data, view and edit it, and then import it again to Business Central. We’ve expanded our capabilities for working with data during the export/import process and made the integration to Excel accessible for more pages. For example, the filters we’ve set on list pages in Business Central are kept when we export to Excel. Additionally, we have more fields than we can edit and publish to Business Central. The edit in Excel action now also appears on the line section for several frequently used documents, including sales orders, sales invoices, sales quotes, purchase orders, purchase invoices, and purchase quotes. Let’s explore these capabilities in Business Central. In the tell me field, we’ll search for sales orders and then choose sales orders in the search results. Now, we’ll open a sales order and choose a line on the order. To view it in Excel, we’ll choose page and then edit in Excel. Excel opens and the worksheet contains the data from our sales order line. Now, we can edit the data or use it for further analysis. Multi-tasking across multiple pages. During our busy workdays, we’re often doing several things at once, and we need to be able to allow for interruptions. To give us the flexibility we need, we can open pages in Business Central in new tabs or browser pages so that we can do all the things we need to do, even if we need to work in more than one company. If we’re working in multiple companies, the colorful company badge indicator helps us keep track of where we’re working. Let’s try it out. In the tell me field, let’s search for sales orders and then choose the sales orders link in the search results. On the sales order, on the navigation menu, we’ll choose the open this page in new windows action. The sales order page opens in a new browser page. If we change something on one page, the other page is immediately updated. Multi-tasking is a great capability that can help us get our work done faster. Explore the capabilities of Business Central. As a supplement to using the current Role Center navigation bar, the command bar, or tell me, the new Role Explorer makes it easy for us to find functionality by providing a full overview of pages in the product based on the content of various Role Centers. To open the Role Explorer on our Role Center, we’ll choose the menu button at the top of the page. The Role Explorer lists all the capabilities that are available on our Role Center. To make specific capabilities easier to find, they’re categorized. But if we need something else or are just curious, we can choose the explore all button to view a similar page for another role. Customize a user profile without writing code. Known as profile configuration mode in the Dynamics NAV Windows client, the Business Central experience allows lightweight UI customizations for groups of users that share the same user profile. This can be done entirely without the use of Visual Studio code NAL. In the tell me field, we’ll search for profile and then choose the profiles roles link in the search results. On the profiles roles page, we’ll choose new. Now, we’ll enter a profile ID and a display name for our role. Next, we can let other people explore our new profile by choosing show in Role Explorer. To start designing the capabilities of our new role, we’ll choose the customize pages action. We can now design the look and feel for this specific role without writing any code. For example, we can hide an element, change the order of the navigation menu, close the customized view, go back to the business manager role page. Now, we’ll open the Role Explorer and see our personalized content. And we’re done. We can now assign our role to other users.

Polytropic’s migration from NAV to Dynamics 365 Business Central

♪ Here at Polytropic, we produce
heat pumps for swimming pools and distribute them throughout
Europe, Maghreb and the Middle East. We have a team of 12 employees,
producing about 10,000 heat pumps, for a turnover of 10 million euros. Between 2013 and 2018, we experienced strong growth,
of roughly 25% per year. We were using Microsoft NAV software and, following this growth,
we needed to improve efficiency and facilitate collaboration
between the different departments. At the time, the management
of our orders was done manually, it was time-consuming
and caused many errors. We had 2 options:
either stay on the server versions with IT teams – but this can be complicated
for a small organization like ours – or we could move
to virtualization and the cloud. That’s why we chose
Dynamics 365 Business Central. To make this transition, we called on a partner
to help us set up the tool and train the teams. The truth is that, at first,
we had some reservations. Old habits die hard… But once everyone realized
the efficiency and time savings, everything went very well. Using Business Central in the cloud has brought a revolution in our company, we have completely changed
the way we work and our internal processes, whether in the office or in the warehouse. We have created extensions to meet
our specific field and activity requirements. For example, we have set up a barcode reader system to scan the machines
when uploading from the trucks, so they can be immediately
put into stock without generating quantity
and serial number errors. It also allows us to have updates
in a seamless way for us. There was a recent software update
that went almost unnoticed. We made sure our data was secure and could be accessed only by us, by tasking specialists and professionals whose job it is to keep data safe. The fact that people outside the company have direct access to our system through the cloud version
allows us to be more efficient because we can provide
our customers with near-instant answers. We have therefore provided
our customers with an added benefit in terms of response time and support. The results after 6 months
are very positive. One of the advantages
we see in using Business Central is that we can now plan
our growth over the long term. We have an adaptable tool that will allow us
to grow over the course of several years. Business Central is a solution
that will allow us to achieve all our ambitions. ♪

Introducing Microsoft Dynamics 365 Business Central: A modern solution for modern businesses

>>Digital technologies are transforming the world around us. Impacting every industry and businesses of all sizes. Business no longer happens in one place, and customer expectations and engagement are changing. There has never been a better time to embrace technologies that change the way organizations manage their operations, connect with customers, and drive their business' is growth. >>Microsoft Dynamics 365 is a set of business applications that are fundamentally changing how organizations work. And we're very excited to introduce our newest addition to the portfolio, Dynamics 365 Business Central. It is designed specifically for organizations, to bring in and integrate business processes faster, make decisions quicker, and connect with their customers, real time. >>Business Central is a complete service across the spectrum of business processes for marketing, sales, service, operations, and finance. It's easy to approach and adopt and yet it's full-featured and very deep and rich. >>For our customers, the need to trust in the solutions that their business depends on, the Dynamics 365 Business Central is the next generation of Dynamics NAV for the age of digital transformation. With over 20 years of experience, and hundreds of thousands of customers served worldwide, and millions of users, this is a perfect platform. >>Business Central is helping us getting more insights into all the process in the company. It means being more efficient in the sales processes, being more efficient in the production, and always have an insight in our goods. >>It works in my inbox, it integrates Office 365. I can immediately send a sales order on my phone, when I'm out and about. And then if the customer comes back later, I can amend it, and then, raise the full sales order. And that's all automatically stuck into our financial systems. As a small business, it's just vital to be able to increase productivity and actually respond to queries on the go, and know that you've got it all there. >>We are in the middle of a fundamental refresh cycle for business applications powered by the cloud, powered by data, powered by intelligence. You think about Office 365, Dynamics 365, the Power Platform, Azure. We've unified all of those assets through Dynamics 365 Business Central. It really is unique to Microsoft, and our partners are armed with, we believe an unmatchable collection of technologies to go help their customers digitally transform. And Business Central is the foundation atop which these businesses can blossom. >>Microsoft Dynamics 365 Business Central, is a modern solution for modern businesses to meet their evolving needs, today and in the future.