Deleting companies within Business Central is no longer a scary task. With the 2020 release wave 1 version 16.0 of Business Central, Microsoft made deleting a company even harder than it was before. Prior to version 16.0 when you deleted a company you were only asked once if you wanted to delete the company and once you said yes there was no going back. Now you have three prompts that you need to click yes on to delete the company. I'm sure Microsoft had many requests on how to restore an accidently deleted company which prompted for this change. If you do by chance delete a company on accident then Microsoft can restore using a point in time restore. So typically you find out when the company was deleted and they can restore up to 5 minutes before it was deleted, for example.
This blog describes what comes next after you invite an External Accountant. If you need to invite an External Accountant than visit this blog: Invite External Accountant in Dynamics 365 Business Central (kristenhosman.com) You've invited an External Accountant now what? What happens after you've successfully invited an External Accountant? You receive the below message in Dynamics 365 Business Central and your external accountant receives an email. Steps your External Accountant should take Have your external accountant look for an email with a subject line: You have been invited to Microsoft Dynamics 365 Business Central. The external accountant should click on the link provided in the email. They will be redirected to a Microsoft sign in window. In my case the external accountant email isn't listed so I'm going to select use another account. Enter email. Next window suggests that a code was sent to email. Go pull code from email and enter into next window. Accept t
Adding a new licensed user isn't hard to do within Business Central (BC). Prerequisite: license is purchased and available to assign to user. You also must be an Internal Admin or have proper security within BC to complete these tasks. Microsoft 365 admin center Assign BC license to user. Dynamics 365 Business Central Navigate to Users page. Select Process > Update users from Microsoft 365 Update users from Microsoft 365 > Next Update users from Microsoft 365 > Next Update users from Microsoft 365. Review the updates within this window and click finish. Lastly assign user group or permission sets and assign company access. Version: US Business Central 22.1 (Platform 22.0.58213.0 + Application 22.1.55890.56216) Written by: Kristen Hosman, Microsoft MVP
Applying posted credit memos to posted invoices isn't a hard task to complete in Microsoft Dynamics 365 Business Central. The example I use below is for a vendor credit, but the same process applies to customers. Version: US Business Central 20.0 Open up the vendors list. Search for vendor that you'd like to apply the credit memo to an invoice for. Click on Balance field to open up Vendor Ledger Entries window. This will show all the 'open' documents on the vendor ledger. Select the line for the Credit Memo that you want to apply to a posted invoice. Click Process > Apply Entries Within the Edit - Apply Vendor Entries window select the line(s) that you'd like the credit memo applied to. Click Process > Set Applies-to ID This will put the users name into the Applies-to ID field on the line selected. To post the application select Process > Post Application. Written by: Kristen Hosman, Microsoft MVP
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