Kristen Hosman’s Dynamics 365 Business Central Blog

I recently attended the inaugural Biz Apps Partner Summit in Seattle, WA, organized by Dynamics Communities. The event drew over 300 attendees, including ISVs, VARs, and Microsoft representatives, for an intensive 24 hours of learning and premier networking. Due to its success, Dynamics Communities has decided to host the event again in July 2025. Registration has already opened, so be sure to take a look.  Home - Biz Apps Partner Summit (summitna.com) The event spanned two days in a spacious ballroom, with sessions mostly ranging from 30 to 45 minutes, resulting in a wealth of content being shared. Numerous supporting partners also participated, setting up their booths just outside the ballroom. The conference concept was very appealing and being in Seattle offered ample sightseeing opportunities. I'm definitely excited to attend in 2025 and explore the various sights I missed on this trip. Here are my reflections on the two days. Day 1 The initial day was packed with educational ...

Scenario Client was live on Business Central and wanted one specific company moved from one tenant to another. One issue with the Environment Transfers process is that it moves the entire environment from one tenant to another; in other words, you can't select one specific company within an environment to move. Solution After thinking about how I could accomplish this it came to me, copy the Production environment to a Sandbox environment and then complete the Environment Transfer for the new Sandbox environment. Once the new environment is Active then I would copy the Sandbox environment to a Production environment. From there once the Production environment is Active, I would log in and delete the companies that are not needed in this new tenant.  It's important to take installed Extensions into account as well. For example, this client was using Expense Management by Continia. I reached out to Continia's support and they were able to provide a checklist of actions that n...

Search Company Data I know how time consuming it can be to search for specific information within Business Central. The Search Company Data functionally has been released into public preview Oct 2023 with v23 of Business Central. Let's check out this awesome new functionality. The feature itself is super easy to use. Simply highlight any text within Business Central and open the Tell Me dialog or search manually by entering one or more keywords in Tell Me. From there select the Search company data action.  The search results are only going to include tables you have access to. If the results aren't finding what you're looking for review the data search setup by clicking on Manage > Show tables to search. Review the Data Search Setup for the specific table you're looking into. To learn more about this functionality check out the official Microsoft website:  Get to data search from anywhere in Business Central | Microsoft Learn Written by: Kristen Hosman, Microsoft MVP...

If you've ever coded something to the wrong dimension and noticed after posting don't just assume a journal entry is the only way to fix it. Microsoft has included a Dimension Corrections tool within Business Central and it's pretty easy to use. Let's walk through the process of updating a posted entries dimension where the user forgot to add the dimensions in this case. Same process would apply if you needed to change a posted dimension as well. Within the General Ledger Entries page, select the line for the entry that needs to be corrected, then click on Entry > Correct Dimensions.  Within the Draft Dimension Correction window go ahead and update the description if needed and mark Update Analyses Views if you're using those.  Next section Dimension Correction Changes go ahead and add the updates. In my case my entry is missing two dimensions so I'm going to add each of those in there. Since my dimensions were missing the Dimension Value Code field is blank,...

How I failed the first time It was October 2020 and my manager at the time dared me to take the Beta exam without studying to gage how hard it was. I can't turn down a good dare, so I scheduled the exam for October 20, 2020, and spent the days leading up to it reviewing the skills measured document provided by Microsoft.  The day came and I felt pretty prepared to proceed with taking the exam. Because the exam was still in Beta I didn't find out until January 4, 2021, that I actually failed the exam. The passing score is 700 and I ended up with 615.  Looking back at that experience I remember thinking the exam was hard and that some of the questions were written in such a way that was confusing and thinking that I'd never pass. So, I put the exam on the back burner and continued on with my life.  Passing the second time It wasn't until recently (yesterday) that I decided to take the exam again. I decided that today was the day and that I was going to schedule the exam ...

Many companies invoice customers on a regular basis and need the ability to create those invoices all at once. The Create Recurring Sales Invoices task within Microsoft Dynamics 365 Business Central allows companies to create sales invoices for multiple customers at once using recurring sales lines.  Scenario Company sold monthly support plans to customers and need the ability to create invoices at once for customers so that they don't have to manually create them one by one.  Solution 1. Create Recurring Sales Lines - this allows you to set up a "template" for your monthly sales invoices. In my example I've created a Recurring Sales Lines template for my BC Support invoices.  Within the Standard Sales Lines Card, I've added the appropriate lines that I'd like added to the sales invoice. The 'Amount Excl. Tax' field doesn't show out of the box so you'll have to personalize your page to add that and also keep in mind that any dimensions that sh...

While attending todays #BCMixItUp I was asked what my thoughts are on SmartLists in Business Central compared to Dynamics GP. I honestly didn't even know that SmartList was available yet in Business Central and you could tell by how the chat blew up that many others didn't know either. We were all searching for it. While searching for it I'm pretty sure I found a bug. If you access a list using a bookmark the SmartList button doesn't show up: In order to find SmartList on a list you need to go to Tell me what you want to do and search from there. Pretty sure this is a bug and hope Microsoft fixes it soon! Now that I know SmartLists are here I'll review and post my thoughts on it soon. Written by: Kristen Hosman, Microsoft MVP