Showing posts from 2021

Data Classification in Microsoft Dynamics 365 Business Central

The General Data Protection Regulation (GDPR) was adopted in the EU in 2016, replacing an outdated Data Protection Directive that was adopted back in 1995. The law requires organizations to safeguard data within systems and if organizations are found to be out of compliance there is the potential for some fines. GDPR compliance is not optional so it's no question why Microsoft has included the ability to setup Data Classifications within Dynamics 365 Business Central.  There are many great resources on the internet for organizations to review information about GDPR but one of the best that I could find was .  Lets get into how to classify information within Business Central now.  Data Classification Assisted Setup Guide If you are conducting business within the EU the system is going to know that based on the information in the master records. I received the message below in my environment letting me know that I had records associated with EU. The message read: It looks lik

Processing drop shipments in Microsoft Dynamics 365 Business Central

I recently had to teach myself how to process drop shipments in Microsoft Dynamics 365 Business Central. I was familiar with how the process worked in Dynamics GP and to my surprise there is a few big differences, hence the reason for this blog.  Scenario Your customer places an order and it needs to be drop shipped from a vendor.  Sales Order Create the Sales Order as you normally would and make sure to check the box for drop shipment. This check box isn't showing out of the box so you'll have to personalize your page. TIP: use Profile (role) to personalize so it affects all users within that role and then each user won't have to personalize their own page. Once your Sales Order is created you'll move onto creating a Purchase Order. Purchase Order Start a new Purchase Order and enter in the Vendor Name first. After the Vendor Name is entered move to the Shipping and Payment section and select Ship-To = Customer address and then Customer = Customer matches Sales Order.

Sorting, Searching, and Filtering in Microsoft Dynamics 365 Business Central

I get the question a lot from my clients moving from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central if SmartList exists. For those of you who are not familiar with SmartList it is a tool that allows users to sort, search, and filter data within the system for reporting purposes. While "SmartList" as we know it doesn't exist, Business Central does have very similar qualities within the system that allows users to do the same, it just looks and feels different.    Lets take a look at how this functionality works within Microsoft Dynamics 365 Business Central. Scenario:  It's month end and you're reviewing financials and see that travel is a bit high for the month. You want to pull detailed information and see what was coded to the travel expense account. You have two options: Pull a detail trial balance - this process can be clunky as you have to add a filter for the account number and date range within the report options window. And then if you wa

Dynamics 365 Business Central: Bank Reconciliation Error (Bank Reconciliation with Auto Match) Bank Linked - SaaS

Background I ran into a new error this evening while trying to reconcile my bank account. My SaaS Business Central version is listed below. I have the Bank Recon. with Auto Match setting turned on within the General Ledger Setup window and I have my bank account linked. The error was happening after I was attempting to import the bank statement transactions (Bank > Import Bank Statement) into the bank reconciliation window.  Version: US Business Central 18.2 (Platform 18.0.26213.27342 + Application 18.2.26217.26331) Error The changes to the Bank Acc. Reconciliation record cannot be saved because some information on the page is not-up-to-date. Close the page, reopen it, and try again.  Identification fields and values: Statement Type='Bank Reconciliation',Bank Account No.='CHECKING',Statement No.='XX'  Resolution Closed the bank account reconciliation window and refreshed the Bank Account Reconciliations window. The refresh was necessary because the reconcilia

Microsoft Dynamics 365 Business Central - Dimension Correction Tool Permissions/Security

2021 release wave 1, brought us the Dimension Correction tool. For the users that don't have proper security they will receive the following message when trying to use the tool.  ISSUE You do not have the following permissions on TableData Dimension Correction: Insert. To view details about your permissions, see the Effective Permissions page. To report a problem, refer to the following server sessions ID: 'XXXX'. SOLUTION To correct this issue you can setup a custom permission set and assign it to the user groups or users that need access to use the tool. Navigate to the Permission Sets window. Select +New to setup a new Permission Set. I like to name it 'DIMCORRECTION' and name it 'Dimension Correction'.   Click on Permissions once you have the Permission Set setup. Add the following Table Data Object ID's to the Permissions window.  Add the DIMCORRECTION permission set to either a User Group or directly on a User card. To add to a User Group navigate

Vendor statistics payment amount issue with voiding checks - Microsoft support case

  Here is my response to Microsoft regarding this issue. Dear Microsoft, Last week Steve Endow , Henrik Helgesen , and I met to review the issue with the vendor statistics payments amounts. If you recall the issue, I reported was that when a check payment to a vendor was voided through the check ledger entries window that it would still show up in the payment amount within the vendor statistics. Well, we believe we have found the issue and we do believe this is a bug that Microsoft should address rather than asking for this to be an "enhancement".  Here is a little background. After you told me "this is not qualified as a bug, since it is working as intended" I took the issue to Twitter. There are tons of passionate MSDyn365BC developers worldwide that took notice right away. Steve Endow reached out and asked to dig into it more with me. Last week we met for a live YouTube session where more BC developers took notice. Here is the recording: