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Microsoft Dynamics 365 Business Central / NAV with a “Flare”: Cumulative Updates, Part 1 - What you Need to Know Author: Faithie Robertson, reprinted from archerpoint.com Confession: I was a pre-teen in the bellbottom-jean era. Now, don’t you dare look that up to see how old I am!    In a short period of time, jeans went from fairly straight legged to big, wide openings at the bottom that honestly, I could probably have fit my then-tiny waist into! But there was no way my frugal grandmother or parents were going to go out and buy us all brand-new jeans and toss the old. You don’t throw out something you can use! Instead, my grandmother would split the ...
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In this blog, you’ll learn how to create a Purchase Quote and convert it to an Order in Microsoft Dynamics NAV or Business Central. You would use this for various reasons, including: To purchase items or services Receive the offers from vendors Provide the prices and delivery time of items customers need In the search box, search for Purchase Quotes. To create a new Purchase Quote, cl ick New in the home ribbon or use Ctr l +N. Caption A Quote number is automatically generated specifying the series to which it belongs. Enter the vendor name and press Enter, which will automatically populate the header. After ...
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Hello wonderful D365 Business Central/NAV User Group Community! I wanted to introduce myself as your Community's newest Engagement Manager (for End Users) taking over the reigns from my fantastic teammate, Judy Thompson, as she focuses more on User Renewals across all our Dynamic User Groups.  A little about me as a way of introduction: - I've been with Dynamic Communities 3 years this January, and have attended 3 User Group Summit events (I met many of you in Orlando and am excited to connect with more at Community Summit in Nashville, 2020 and at events throughout the year!) . I've been the Engagement Manager for the Dynamics GP User Group (GPUG) ...
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As chair for the D365 Business Central User Group (aka BCUG)|NAVUG Board of Advisors, I have frequently heard the questions, “What does the board do?” and “What is the purpose of the Advisory Board?”  As I enter my second term as Advisory Board Chairperson, I hope to make the board members and what we do more visible to the BCUG|NAVUG community. The BCUG|NAVUG board is a team of 15 people:  Nine BC or NAV users, one Microsoft MVP, two associates from BC|NAV VARs, one associate from a BC|NAV ISV, one representative from Microsoft, and the General Manager or Program Manager of BCUG|NAVUG who is employed by Dynamic Communities. We are often described as “the ...
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The whole idea of a user group is fundamentally simple: Find people who do what you do and share knowledge to better your workday. Thank you for building an incredible commonwealth of shared Microsoft Dynamics 365 Business Central and Dynamics NAV experience and connections. Our Story The value of our user group communities is based on the official founding in 2004, when a small group of CIOs discovered great benefit in sharing knowledge and experiences about their ongoing system and business strategies. Over the last 15 years, together we’ve grown to 10+ user group communities including the PowerApps User Group in 2018. What’s Next We are excited ...
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Summary Setting a target  service level or fill rate  is a strategic decision about inventory risk management. Choosing service levels can be difficult. Relevant factors include current service levels, replenishment lead times, cost constraints, the pain inflicted by shortages on you and your customers, and your competitive position. Target setting is often best approached as a collaboration among operations, sales and finance. Inventory optimization software is an essential tool in the process. Service Level Choices Service level is the probability that no shortages occur between when you order more stock and when it arrives on the ...
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eXtreme365 is an unparalleled Partner opportunity On October 13 th , over 300 Partners of all types will attend eXtreme365 to build relationships, learn from real-world experiences, and dive into technology so they can stay a step ahead of the competition. Consultants, developers, executives and sales and marketing from partner organizations attend for sessions led by Microsoft and industry experts and to connect in a partner only environment. This year, eXtreme365 will have a special track dedicated to the ISV community.   Microsoft Executives Connecting Directly with Partners at eXtreme365 We are excited to have Toby Bowers delivering ...
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New this year at BCUG/NAVUG Summit North America the offering of “Fast Chats”.   30 min informal meetings and/or discussions without a preset agenda held at the Medic station during breakout sessions. Such a great way for attendees to meet each other around specific topics, discuss issues, perhaps identify some solutions. Please check out the Summit North America BC/NAV schedule for times and topics.  Scheduled Topics :  Blanket PO’s, Blanket SO’s, Business Central – General, Business Central in the Cloud, Campaigns and Segments, Combining Shipments, Consolidations, Dimensions Q & A, Discrete Manufacturing, Item Charges, Job Queue, ...
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We have a "Bank Account" set up called undeposited funds and our credit card transactions are posting to this account.  We then post the full bank deposit that hits the bank offsetting to this account.  Our thought was that we could clear the transactions daily.  The individual credit card transactions and the bank deposit would zero out when reconciled daily or unmatched entries would remain for future reconciliation.  My question is when I do a bank account reconciliation and check all of the GL entries which total zero,  how do I get a report showing those transactions that are clearing?  The report only displays Bank account transactions, it does not show ...
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Stop buying everything, from paper clips to software?   No. You should get a little bit smart about how you are going to ride it out.  Even in normal times, good inventory hygiene suggests that you continuously update your inventory control parameters : reorder points, order quantities, safety stocks, mins, maxes, lead times. Beyond that, you should be updating your inventory strategies, such as adjusting the target service levels or fill rates for every item you hold. That’s the “should.” But in normal times, it’s easy enough to let those adjustments slide and focus on other things. Then, when the first whiff of recession is in the air, ...
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It’s that time of year again, and now that school is officially back in session we encourage you to get in on all the Back to School fun with NAVUG Academy ! With webinars, virtual training courses, and certificate programs we know that we have the education you’re looking for. The best part? You can do it all from your own desk. That means no worries about missing the bus for you! We See Your Hand Raised What is Academy, you ask? Great question. BCUG/NAVUG Academy offers an abundance of virtual training and education opportunities on Microsoft Business Applications that you and users just like yourself use daily. How Do I Get Involved? It’s easier ...
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The registration numbers for NAV/BC Summit Pre-Conference are higher than ever. We are EXCITED to see so many of you in class in just a few weeks. Classes are starting to sell out, so if you have not registered yet, do it THIS WEEK. You can see full class descriptions for all classes offered at Academy by clicking here . See you in
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We just opened a few more seats for the NAV/BC Account Schedules class at Summit because we SOLD OUT! Be sure to register now so you don’t miss your chance to take this full day class which will teach you how to create your financial statements directly out of NAV/BC easily and efficiently.  Click here for the full class description and registration link.  See you in
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Become a Dynamics NAV Credentialed Professional Partner at User Group Summit North America   User Group Summit North America 2019 Orlando https://na.usergroupsummit.com/explore/bc-nav#tab4 Gaylord Palms Convention Center – Orlando FL Wednesday, Oct 16 th      3:30pm – 5:30pm ET Thursday, Oct 17 th          1:00pm – 3:00pm ET   In an effort to maintain the professional standards of Microsoft Dynamics NAV administration and deployment practices, Dynamics Credentialed Professionals, powered by NAVUG, have developed a series of credentialing exams. Upon passing an exam, you will join an elite group of Dynamics Credentialed ...
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Reserve your seat today at Summit Orlando and SAVE $99 over taking them online BCUG/NAVUG is proud to offer our full line-up of Professional Certificates for Microsoft Dynamics 365 Business Central & Dynamics NAV at User Group Summit North America in Orlando, FL.  Earn a BCUG/NAVUG Professional Certificate by passing a 25 multiple-choice question assessment on specific domain areas of D365 BC & NAV. Register for a professional assessment listed below now and take them for free at Summit in Orlando.  User Group Summit North America 2019 Gaylord Palms Convention Center – Orlando, FL Testing Lab 1:  Wednesday, Oct 16 th ...
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Don’t miss these FREE opportunities to get ahead before Summit, October 15-18, 2019 in Orlando, FL. Excited for   User Group Summit   this fall? We and 800+ of your Microsoft Dynamics 365 Business Central & Dynamics NAV peers are! If you are interested in attending Summit or are already registered and starting to think about what sessions you want to go to, BCUG/NAVUG is excited to offer you a brand new resource. Check out our Virtual Track Preview Sessions, providing an opportunity for community members to share a high-level overview and key takeaways fof their Summit sessions with a Q&A at the end. Virtual Track Preview Sessions ...
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The BCUG/NAVUG Podcast is your easy opportunity to stay current with news and insights on Dynamics 365 Business Central / Dynamics NAV. Each month the User Group interviews community leaders to hear about the latest product and technology developments and discuss their perspectives and insights regarding how these tools are being applied. In the May 2019 episode, we heard from Microsoft MVPs James Crowter and Erik Hougaard on their thoughts regarding Microsoft’s progress with the new platform, how existing NAV customers can prepare for the future, and a range of other insights on the ever-changing technology landscape. It’s an informative, engaging ...
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Top 3 Most Common Inventory Control Policies This blog defines and compares the three most commonly used inventory control policies. It should be helpful both to those new to the field and also to experienced people contemplating a possible change in their company’s policy. The blog also considers how demand forecasting supports inventory management, choice of which policy to use, and calculation of the inputs that drive these policies. Think of it as an abbreviated piece of Inventory 101. Scenario You are managing a particular item. The item is important enough to your customers that you want to carry enough inventory to avoid stocking ...
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MSDynamicsWorld.com is collaborating with Dynamic Communities to explore the upcoming User Group Summit North America conference, October 15-18 in Orlando, FL, in a series of preview articles. We’ve compiled all the expert interviews that cover Microsoft Dynamics 365 Business Central & Dynamics NAV into one place. Happy reading! Upgrading from NAV to Dynamics 365 Business Central and the need for project managers Andrea Hall, Information Technology Director Stonewall Kitchen LLC recently upgraded to Dynamics NAV 2018 and are planning to move to Business Central within the next few years. Hear from Andrea Hall how ...
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We have one physical server, it currently hosts two virtual machine, one is DC, another one is NAV server with SQL installed as well. We have around 30 Users, can NAV be hosted on a Virtual machine?   Our SQL log drive and SQL Data are both VHD sit on two separate RAID 10 configured drives.  Is this the best way to configure NAV?
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