12 Tips and Tricks in Dynamics 365 Business Central

Learn 12 tips and tricks in Dynamics 365 Business Central based on some popular functionalities.
Topics discussed during this video include:
Personalization of pages - 3:25
Switch between companies - 9:30
Multiple company access - 10:45
Filtering and saved views - 12:20
Attaching notes and files - 16:10
Bookmarking pages - 20:45
Searching and entering data - 22:30
Changing descriptions on posted entries - 27:40
Scheduling reports - 30:25
Modifying columns - 35:10
Renaming master records - 38:45
Changing journal batches - 40:15
Post what’s visible within entry table - 42:45
Q&A - 46:30
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[@misharymuhammad5363]

Keep up the good work

[@belloabdulmuizz9156]

Quick question if you don't mind: when creating a sales order in dynamics central, there is the option to select a ship to address or create a new one. In credit memo, there is no option to change the ship to address as this defaults to the company's main address. In cases where the company has branches or franchises and need to deliver a product to one of the franchises/ branches with an address different from the main companies address, there is no option to change the billing address to reflect the franchise or branch address when a credit memo is created.. any ideas

[@itbeast1994]

Actually, when you have shipped a product to the customer, it should be returned using Sales Return Orders and then receiving the same and posting invoice. The option to choose a different location is available in the Sales Return order document and Credit Note by default picks the location from the Returned Sales Orders. You can also post the Credit Memo directory while recalling the posted sales shipment/warehouse shipment but in that case, the default receiving location will be taken from the posted sale/warehouse shipments.

[@Landelle]

How Can I sort by column (date for example) in the lines of a document? We seem to have ascending/descending sort functionality in list view, but not on document lines, and this is very frustrating.

[@Encorebusiness]

Hi there, if you are still in need of support, please contact us: www.encorebusiness.com/support/

[@Gymwalker1]

Quality is not very good. He has some issues with the way his screen is displaying data, however, he doesn't address the issue(s). This really needs to be done so that everything can be seen correctly, and not just assumed.