Business Central Insights

  How to Add Marketing Text to Items in Business Central Marketing text is an essential tool to enhance the visibility and appeal of your products. Microsoft Dynamics 365 Business Central allows you to add rich, descriptive marketing text to items, distinguishing it from the standard item description. This blog will guide you through the process of adding marketing text using both AI-generated suggestions from Copilot and manual methods.   Using Copilot for Marketing Text Copilot in Business Central can help you quickly generate marketing text based on the item's attributes, description, and category. Here’s how to get started:   Prerequisites Ensure that the marketing text suggestions feature is activated in your environment. This is typically done by an admin.   Steps to Create Marketing Text with Copilot Open the Item: Navigate to the item list and select the item you want to modify. Access Marketing Text: Use either the Marketing Text FactBo...

  Resolving Customer Payment Visibility Issues in Microsoft Dynamics 365 Business Central When managing customer payments in Microsoft Dynamics 365 Business Central, users may encounter situations where invoices are created but do not appear under Register customer payments. This issue can often be resolved by utilizing the personalization feature within Business Central. In this blog, we will explore how to address this problem and ensure that all necessary information is visible for efficient financial management.   Understanding the Issue One common scenario is when invoices are generated, but users are unable to locate these invoices when registering customer payments. This can be frustrating and may lead to delays in processing payments and managing accounts receivable effectively. The core of the issue lies in the visibility of specific fields within the system.   The Solution: Personalization Go to the Register Customer Payments page within Business C...

  Reversing Posted Inventory Putaway for Location Set Up as Bin Mandatory in Business Central In Dynamics 365 Business Central, handling inventory putaways, especially for locations set up as Bin Mandatory, can sometimes lead to errors that prevent straightforward undoing of actions. A common scenario is when a user is unable to use the "Undo Receipt" function or delete the posted inventory putaway. The errors might look like this:   Error when trying to undo a receipt:       You cannot undo line 10000 because warehouse put-away lines have already been posted. Error related to delete a posted inventory putway:       Bin Mandatory must be equal to 'No' in Location: Code=TEST. Current value is 'Yes'. These errors indicate that the posted warehouse putaway lines prevent simple undo operations. Below is the steps on how to resolve this issue.    Steps to Reverse Posted Inventory Putaway Complete the Purchase...

  Creating custom views in Microsoft Dynamics 365 Business Central can greatly enhance your workflow by allowing you to quickly access filtered data tailored to your specific needs. Here’s a step-by-step guide on how to create and save a filtered view on a list page. Step 1: Navigate to the List Page Open Microsoft Dynamics 365 Business Central. Navigate to the list page where you want to create a custom view. For this example, we’ll use the Contacts list. Step 2: Add Filters Click on the filter icon to open the filter pane. Add the desired filters. For example, you can filter by "Name" to display only contacts that match specific criteria. Step 3: Apply the Filters Once you have added your filters, the list will automatically update to show only the records that match the criteria. Step 4: Save the View Click on the three dots (more options) in the filter pane. Select "Save as..." from the dropdown menu. Step 5: Name the View Enter a name for your new view. This na...