Kristen Hosman’s Dynamics 365 Business Central Blog

Business cards are a thing of the past! You read that right, business cards are a thing of the past! I recently went to a Microsoft Dynamics partner conference and came home with four business cards total and there were over 1100 attendees.  It used to be I'd come home with between 20-30 business cards after attending a conference, but technology has since changed that. Now I use Linktree.  Linktree Linktree allows me to put all my socials and contact information in one place. I use the QR code below on my introduction slide when I present at conferences, and I also have it on my wallpaper on my iPhone. This allows anyone to quickly scan and contact me.  Email functionality One of my favorite features of Linktree is that I can add an Email button so prospects can quickly send me an email letting me know what they're looking for; rather than me making notes on a business card and forgetting to contact them when I return to the office.  I use mailxto.com to generate the email lin

I previously blogged on how to create a bank deposit and today I'd like to compare the cash receipt journal with the bank deposit process.  Deciding which one to use to enter customer payments can be hard. I'm going to experiment with both to show you why either one can be used.  Cash Receipts Journal In the scenario I use below I've received two checks from two different customers. I have entered each check payment into the cash receipt journal and added one line for the total amount of the deposit to the bank account. Even though I have two checks they will hit the bank as one amount based on how I deposit them with the bank.  If the checks were deposited separately then I would use the Balance Account Type = Bank Account and Bal. Account No = B010; then leave off the third line in the example below.  Bank Deposit The bank deposit method is easier to explain than the Cash Receipt Journal method. The General FastTab is going to allow the user to select the correct bank ac

Disclaimer provided by Microsoft The checklist is designed to assist customers in onboarding companies to Business Central and assist Partners in the selling process by highlighting features to explore from the checklist. Microsoft relies on partners to bring the relevant checklist items for a given customer if they think the default ones will not suffice, which in most cases they will certainly not.  The very first default checklist item for Business Manager in non-evaluation companies is the "Company details" task, whose purpose is to open a wizard and guide users through/check if their company name is correct. This wizard has a long history in the product and has previously served multiple purposes. One of these, importing of configuration packages when having created a new company, under certain circumstances. A bug caused this code path to be reached for one of my clients.  It's important to know that the Microsoft has  fixed this bug in the wizard, and the fix is in

Directions EMEA 2021 - Milan, Italy Keynote room. Photo credit: Peter Steffek How I got here... By a plane of course. But in all seriousness, it all started on June 24th with an email from Frank Maier. His ask was simple, was there any MVPs in the US that was willing to travel to Milan and share their knowledge with the community. Although it was a simple ask there was lots to consider of course and during the decision process content ideas was never a concern. The real concern was COVID and was the conference actually going to happen. I submitted a session with Shannon Mullins and later learned that it was accepted along with a total of 16 other MVPs from the US and Europe. Shock set in and I was trying to then figure out if I purchase a flight at that point or wait a few weeks, I decided to wait. COVID was still a concern for many weeks, and I didn't book my flight until mid-September. By this time, I had a good feeling that the conference was going to happen.  Directions EMEA ki

  The bank account reconciliation example I am going to use is with an account that I have linked. If you're bank account isn't linked, you can review this blog on steps to complete that task.  Search for Bank Reconciliation Process > New Select Bank Account you'd like to reconcile Populate the Statement Date and Statement Ending Balance fields. Bank > Import Bank Statement Update the from/to dates that you want to import transactions for. If you forgot to put in the statement date, then this window will pop up as you import the bank statement. Bank Statement Lines vs Bank Account Ledger Entries Bank Statement Lines: this is going to show the imported bank statement lines. I have seen before where a transaction isn't imported into Business Central from the bank and in that case, you can just add a line manually.  Bank Account Ledger Entries: this is going to show the entries entered into the bank account sub-ledger in Business Central. If you're missing a tra