Kristen Hosman’s Dynamics 365 Business Central Blog

You can copy your tax setup from one Dynamics 365 Business Central company to another using the Copy Tax Setup task. Just search for Copy Tax Setup and select the task associated with this. Select the from company and wither you want to copy all the setup or select specific setup and then select OK.  Right now, you can only copy from companies within the same tenant ID. ------ Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You can also connect with her through this link:  Kristen Hosman | Linktree

Below is an overview of the setup and its purpose in the fixed asset process: FA Classes  – Defines the high-level classifications for fixed assets, such as Vehicles, Equipment, and Furniture, helping to organize assets into broad categories. You must create at least one fixed asset class during your setup. FA Subclasses  – Provides further categorization within FA Classes, adding more granularity (e.g., Heavy Equipment vs. Light Equipment), which can aid in reporting and management. FA Locations  – Lists the locations where fixed assets are physically stored or used, ensuring accurate asset tracking across different business sites. Depreciation Books  – Contains depreciation settings and methods, ensuring compliance with financial and tax reporting requirements. FA Posting Groups  – Defines how fixed asset transactions are mapped to the General Ledger, ensuring correct financial postings based on asset type. Fixed Asset (5600)  – A detailed register of fix...

When new clients approach me for support after their Dynamics 365 Business Central go-live, it's often because their initial implementation didn’t go as smoothly as planned. They may have been left with systems that don’t fully meet their business needs, or they’re encountering unexpected challenges that disrupt their operations. These businesses are seeking expertise to help them overcome these hurdles, optimize their setup, and finally achieve the efficiency and productivity they were aiming for when they first chose Dynamics 365 Business Central. My role is to step in, diagnose the issues, and guide them towards a solution that aligns with their goals. I'm about to discuss three prevalent issues I frequently encounter with new clients that were onboarded by another partner. Here we go. Subledgers are not balancing to the general ledger. This includes bank accounts, accounts receivable, accounts payable, and inventory. The primary issue arises when direct posting is enabled ...

Scenario: Client wants Field Monitoring Setup for Vendor Bank Account (288) table. Tracks when the following fields are changed: Bank Acct No. Transit No. Use for Electonic Payments Vendor Bank Account Card Field Monitoring Setup First step in setup is to complete the Field Monitoring Setup window and Starting the service. For this step I entered the Notification Recipient and the Notification Email Account. You may want this to be someone who specifically tracks the changes in the system. Once you have these fields completed you can click Start on the Action Bar. Field Monitoring Setup When you click Start you will be welcomed with the message Monitoring fields can impact performance. We recommend that you only monitor fields that contain sensitive data. In other words, don't monitor all fields on a table for example, only select the ones that really matter. Field Monitoring Setup Retention Policy Below is the out of the box Retention Policy. Update as needed. Change Log Entry Mon...

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...

Merging duplicate master records doesn't have to be so scary. In fact, Microsoft Dynamics 365 Business Central has a great tool that makes merging vendors or customers super easy. Once you merge a vendor or customer card all the historical and open transactions are updated and merged together as well. Steps Open the vendor or customer card that you want to keep and then select Actions > Functions > Merge With.  Once the Merge Duplicate window opens, review the information in the Fields table. The information in the Current Value column is what will be the used for the vendor that is kept. If any of the information in the Alternate Value needs to be used, then you can check the Override checkbox. Notice below that I want the Payment Method Code to come over to the merged vendor.  Once you've reviewed, you're ready to merge. Simply click Merge and then Yes.  Written by: Kristen Hosman, Microsoft MVP

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 gdpr.eu .  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...

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 ...