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Dynamics 365 Business Central – How to try out the new Chat with Copliot functionality in the UK
The 2024 wave 1 release of Business Central introduces “Chat with Copilot,” currently only available in the US. To try it outside the US, create a US localised Sandbox in the Admin Centre. Once active, access the Sandbox and use the Copilot icon in Business Central. More regions will soon have Chat with Copilot.… Continue… Read more
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Dynamics 365 Business Central – Making the most of your Business Central Trial – Key Concepts: Understanding Posting Groups
This is the sixth video in the “Making the Most of Your Business Central Trial” series, providing guidance for new and experienced users. It focuses on Posting Groups, exploring Specific, General, and VAT Posting Groups using a Sales Order example. The video demonstrates how Business Central utilizes these groups to create GL Entries, emphasizing their… Read more
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Dynamics 365 Business Central – How I configure Business Central when using Invoice Factoring or Invoice Discounting for Cash Collection
The post discusses using Business Central for invoice factoring, a service allowing businesses to sell outstanding invoices for immediate cash. It covers configuring bank accounts, drawing down cash, applying customer payments, paying fees, and reconciling accounts.… Continue reading → Read more
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Dynamics 365 Business Central – Making the most of your Business Central Trial – Accessing the Admin Centre and creating Sandboxes
This is the fifth video in the “Making the most of your Business Central Trial” series, focusing on the Admin Centre and creating a new Sandbox. It covers permissions, use cases, and exploring new Business Central features. The video provides an overview of its content, including accessing the Admin Centre, creating a Sandbox, and testing… Read more
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Dynamics 365 Business Central – Making the most of your Business Central Trial – Setting up and Configuring Email
This video is part of the “Making the most of your Business Central Trial” series, providing guidance on configuring different email accounts in Business Central, including using the “Current User” and “Shared Mailbox” connectors. The process involves creating a new Shared Mailbox in the Microsoft Admin Centre and granting user permissions.… Continue reading → Read more
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Dynamics 365 Business Central – How I post Opening Balances for Bank Accounts
This blog discusses the process of posting opening balances for bank accounts in Business Central. It emphasizes the importance of reconciling outstanding bank entries before posting the opening balance and provides a method for achieving this. A worked example and a conclusion highlighting the ease of this method are also included.… Continue reading → Read more
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