Blog | Daxly

March 7, 2026 9 min read

How to Connect Business Central to Dataverse and Dynamics 365

Learn how to set up the Dataverse connection in Business Central, configure table mappings, and synchronise records with Dynamics 365 Sales.

March 7, 2026 8 min read

How-ToAdministrationIntegrations

How to Set Up Email Logging in Business Central

Learn how to configure email logging in Business Central to track email correspondence with contacts and customers using Microsoft 365 or Exchange.

March 6, 2026 7 min read

How-ToAdministration

How to Assign Permission Sets in Business Central

Control what users can see and do in Business Central by assigning and managing permission sets directly or through security groups.

March 6, 2026 10 min read

Tips & TricksProductivity

15 Business Central Features Most Users Don't Know About

A practical list of underused Business Central features that can save time and reduce manual work for anyone using the system regularly.

March 6, 2026 7 min read

How-ToAdministration

How to Configure Approval Workflows in Business Central

Set up approval workflows in Business Central to route purchase orders, sales documents, and journals through an approval process before posting.

March 6, 2026 7 min read

How-ToFinance & Operations

How to Configure Bank Accounts in Business Central

Set up bank accounts and perform bank reconciliation in Business Central to keep your cash balances accurate.

March 6, 2026 7 min read

How-ToAdministration

How to Configure Companies in Business Central

Create and manage companies in Business Central, including copying setup data from an existing company to a new one.

March 6, 2026 6 min read

How-ToFinance & Operations

How to Configure Drop Shipments in Business Central

Set up and process drop shipments in Business Central where goods ship directly from vendor to customer without passing through your warehouse.

March 6, 2026 7 min read

How-ToFinance & Operations

How to Configure General Posting Setup in Business Central

Set up the General Posting Setup matrix in Business Central to define how sales and purchase transactions post to the general ledger.

March 6, 2026 7 min read

How-ToFinance & Operations

Configure Item Tracking in Business Central

Enable and use lot number and serial number tracking on items in Business Central for full traceability.

March 6, 2026 7 min read

How-ToAdministration

How to Configure Number Series in Business Central

Set up and manage number series in Business Central to control how documents and records are automatically numbered.

March 6, 2026 7 min read

How-ToAdministration

Configure Document Numbering in Business Central

Control how sales orders, invoices, purchase orders, and other documents are numbered in Business Central using number series setup.

March 6, 2026 8 min read

How-ToFinance & Operations

How to Configure VAT Posting Setup in Business Central

Set up VAT business and product posting groups and the VAT Posting Setup matrix in Business Central to handle tax correctly on sales and purchases.

March 6, 2026 7 min read

How-ToAdministration

How to Back Up and Restore Business Central Data (On-Premises)

Understand backup and restore options for on-premises Business Central environments, including database backups and tenant restore procedures.

March 6, 2026 7 min read

How-ToIntegrations

How to Connect Business Central to Power Automate

Build automated flows between Business Central and other Microsoft 365 services using the Business Central connector in Power Automate.

March 6, 2026 8 min read

How-ToAdministration

How to Create and Manage Users in Business Central

Add users to Business Central, assign licenses, and manage access through the Users page and Microsoft Entra ID integration.

March 6, 2026 7 min read

How-ToFinance & Operations

How to Create and Post Sales Orders in Business Central

Walk through the full process of creating, shipping, and invoicing a sales order in Business Central.

March 6, 2026 6 min read

How-ToTips & Tricks

How to Export Data to Excel in Business Central

Send any Business Central list or report to Excel for analysis, using the built-in export options available on every list page.

March 6, 2026 7 min read

How-ToTips & Tricks

How to Export Data from Business Central

Export lists, reports, and data sets from Business Central to Excel, PDF, CSV, and other formats for analysis or archiving.

March 6, 2026 6 min read

How-ToFinance & Operations

Handle Partial Shipments and Invoicing in Business Central

Process partial deliveries and split invoicing on sales and purchase orders in Business Central.

March 6, 2026 8 min read

How-ToAdministration

Import Data with Configuration Packages in Business Central

Use configuration packages in Business Central to import master data and setup records from Excel during implementation or migration.

March 6, 2026 8 min read

How-ToAdministration

How to Move Data Between Companies in Business Central

Transfer master data and setup between companies in Business Central using Configuration Packages or the Copy Company function.

March 6, 2026 6 min read

How-ToFinance & Operations

How to Perform Inventory Adjustments in Business Central

Correct inventory quantities and values in Business Central using item journals, physical inventory counts, and cost adjustment.

March 6, 2026 7 min read

How-ToTips & Tricks

How to Personalize Pages in Business Central

Add, move, hide, and restore fields and columns on any Business Central page using the built-in personalization tools.

March 6, 2026 6 min read

How-ToFinance & Operations

How to Post General Journals in Business Central

Enter and post manual journal entries in Business Central using the General Journal, including how to balance entries and correct mistakes.

March 6, 2026 7 min read

How-ToFinance & Operations

How to Set Up Dimensions in Business Central

Define and assign dimension codes in Business Central to classify transactions by department, project, or cost center for better reporting.

March 6, 2026 7 min read

How-ToFinance & Operations

How to Set Up Finance Charge Terms in Business Central

Configure finance charge terms in Business Central to automatically calculate interest on overdue customer balances.

March 6, 2026 7 min read

How-ToFinance & Operations

How to Set Up Items in Business Central

Create and configure inventory items in Business Central, including costing method, units of measure, and posting group assignments.

March 6, 2026 7 min read

How-ToFinance & Operations

How to Set Up Locations and Bins in Business Central

Configure warehouse locations and bin codes in Business Central to track inventory by physical storage area.

March 6, 2026 6 min read

How-ToFinance & Operations

Set Up Payment Terms and Methods in Business Central

Configure payment terms and payment methods in Business Central to control due dates, discounts, and payment processing.

March 6, 2026 7 min read

How-ToFinance & Operations

How to Set Up Posting Groups in Business Central

Configure customer, vendor, and inventory posting groups in Business Central to control how transactions are posted to the general ledger.

March 6, 2026 7 min read

How-ToFinance & Operations

How to Set Up Fixed Assets in Business Central

Create and configure fixed assets in Business Central, including depreciation books, acquisition posting, and depreciation runs.

March 6, 2026 6 min read

How-ToFinance & Operations

How to Set Up and Use Purchase Orders in Business Central

Create and process purchase orders in Business Central from creation through receipt and invoicing.

March 6, 2026 7 min read

How-ToFinance & Operations

How to Set Up Recurring General Journals in Business Central

Automate repeating journal entries in Business Central using the Recurring General Journal to post regular costs like rent or subscriptions.

March 6, 2026 6 min read

How-ToFinance & Operations

How to Set Up Sales Prices and Discounts in Business Central

Configure customer-specific prices and line discounts in Business Central using price lists and discount structures.

March 6, 2026 7 min read

How-ToTips & Tricks

How to Use Analysis Mode in Business Central

Explore and pivot your Business Central data interactively using Analysis Mode on list pages without exporting to Excel.

March 6, 2026 7 min read

How-ToIntegrations

How to Use APIs in Business Central

Access and integrate Business Central data through its built-in REST APIs, including authentication, endpoints, and filtering.

March 6, 2026 7 min read

How-ToFinance & Operations

How to Use Deferrals in Business Central

Spread revenue or expenses across multiple periods automatically using the deferral feature in Business Central.

March 6, 2026 7 min read

How-ToTips & Tricks

How to Use Edit in Excel in Business Central

Edit Business Central records in Excel and publish changes back to the system using the Edit in Excel add-in.

March 6, 2026 6 min read

How-ToFinance & Operations

How to Use Item Journals in Business Central

Post inventory adjustments, movements, and reclassifications using item journals in Business Central.

March 6, 2026 7 min read

How-ToAdministration

How to Use Profiles and Role Centers in Business Central

Configure user profiles and Role Centers in Business Central to give each user a homepage tailored to their job function.

March 6, 2026 7 min read

How-ToTips & Tricks

How to Use Saved Views and Filters in Business Central

Save and reuse filter combinations in Business Central using Views to quickly access filtered lists without reapplying filters each time.

March 6, 2026 6 min read

How-ToIntegrations

How to Use Web Services in Business Central

Expose Business Central pages and codeunits as SOAP or OData web services for integration with external systems.

February 28, 2026 7 min read

How-ToIntegrations

How to Integrate Business Central with Microsoft Teams

Learn how to install the Business Central app for Microsoft Teams, share record cards in chats, and use the BC tab in Teams channels.

February 21, 2026 8 min read

How-ToAL Development

How to Build Custom Reports in Business Central

A step-by-step guide to building custom AL reports in Business Central using VS Code, including dataset definition, request page, and layout options.

February 14, 2026 8 min read

How-ToFinance & Operations

How to Use Dimensions in Financial Reporting

Learn how to filter financial reports by dimension values, set up Analysis Views, and use dimension-based analysis in Business Central.

February 7, 2026 8 min read

How-ToAdministration

How to Schedule and Automate Reports in Business Central

Learn how to schedule reports using the Job Queue, send reports by email automatically, and manage report layouts in Business Central.

January 31, 2026 7 min read

How-ToIntegrations

How to Use Power BI with Business Central

Learn how to connect Power BI to Business Central, embed reports on Role Centers, and install the official Microsoft content packs from AppSource.

January 24, 2026 9 min read

How-ToFinance & Operations

Manage Project Budgets and Resources in Business Central

Learn how to set up budget planning lines, compare budget to actual usage, configure WIP methods for revenue recognition, and check resource availability on projects.

January 17, 2026 8 min read

How-ToFinance & Operations

How to Track Time with Timesheets in Business Central

Learn how to configure and use timesheets in Business Central to capture resource hours, route them through manager approval, and post them to project ledger entries.

January 10, 2026 8 min read

How-ToFinance & Operations

How to Use the Projects Module in Business Central

A practical guide to setting up and using the Projects module in Business Central to track costs, revenue, and tasks for time-limited engagements.

December 20, 2025 9 min read

How-ToFinance & Operations

How to Use Capacity Planning in Business Central

How to set up shop calendars, assign them to work centers, calculate capacity, view work center load, and use the Planning Worksheet to generate production orders.

December 13, 2025 9 min read

How-ToFinance & Operations

How to Create and Manage Production Orders in Business Central

How to create a production order in Business Central, refresh it to populate lines, release it, post consumption and output, and finish the order.

December 6, 2025 9 min read

How-ToFinance & Operations

How to Set Up Routings and Work Centers in Business Central

How to create work centers and machine centers, build a routing with operation lines, certify it, and assign it to an item card in Business Central.

November 29, 2025 8 min read

How-ToFinance & Operations

How to Set Up Production BOMs in Business Central

How to create and certify a Production BOM in Business Central, add component lines, handle multi-level BOMs, and assign the BOM to an item card.

November 22, 2025 8 min read

Getting StartedFinance & Operations

Introduction to Manufacturing in Business Central

An overview of the Manufacturing module in Business Central, what it covers, how production orders work, and what you need to set up before you start.

November 15, 2025 9 min read

How-ToAdministration

How to Use Warehouse Management (WMS) in Business Central

An overview of warehouse complexity levels in Business Central, covering how to enable advanced WMS on a location, warehouse document flow, bin and zone setup, and Warehouse Employee configuration.

November 8, 2025 8 min read

How-ToFinance & Operations

How to Set Up and Use Assembly BOMs in Business Central

Learn how to create assembly BOMs in Business Central, configure assembly policies, and post assembly orders for both stock and order-based assembly.

November 1, 2025 7 min read

How-ToAdministration

How to Use Item Categories and Attributes in Business Central

Learn how to set up item category hierarchies and item attributes in Business Central to classify inventory and filter item lists efficiently.

October 25, 2025 8 min read

How-ToFinance & Operations

Set Up Reordering Policies in Business Central

Learn how to configure reordering policies on item cards and run the Planning Worksheet in Business Central to generate and act on supply suggestions.

October 18, 2025 7 min read

How-ToFinance & Operations

How to Perform a Physical Inventory Count in Business Central

A step-by-step guide to running a physical inventory count in Business Central using the Physical Inventory Journal, from calculating expected quantities to posting adjustments.

October 11, 2025 7 min read

How-ToFinance & Operations

How to Set Up Stockkeeping Units (SKUs) in Business Central

Learn how to create and configure Stockkeeping Units (SKUs) in Business Central to manage location- or variant-specific item settings for planning and replenishment.

October 4, 2025 6 min read

How-ToFinance & Operations

How to Set Up Item Variants in Business Central

Learn how to create and manage item variants in Business Central to track sizes, colors, or other product variations under a single item card.

September 27, 2025 7 min read

How-ToFinance & Operations

How to Use Transfer Orders in Business Central

Learn how to move inventory between locations using transfer orders in Business Central, including in-transit locations and direct transfers.

September 20, 2025 8 min read

How-ToFinance & Operations

How to Manage Vendor Contracts and Pricing in Business Central

Learn how to set up purchase prices, line discounts, and vendor item catalogs in Business Central so the correct pricing applies automatically on purchase orders.

September 13, 2025 7 min read

How-ToAdministration

Configure Shipping Agents in Business Central

Set up shipping agents and services in Business Central to track carriers, transit times, and shipment date calculations on sales orders.

September 6, 2025 7 min read

How-ToAdministration

Set Up Customer and Vendor Templates in Business Central

Configuration templates in Business Central let you define default values for customers and vendors, making data entry faster and ensuring new records are set up consistently.

August 30, 2025 7 min read

How-ToFinance & Operations

How to Handle Credit Memos in Business Central

This guide covers how to create and post sales and purchase credit memos in Business Central, apply them to open invoices, and reverse G/L entries from previously posted documents.

August 23, 2025 7 min read

How-ToFinance & Operations

How to Process Sales and Purchase Returns in Business Central

Learn how to create sales return orders and purchase return orders in Business Central, reverse posted documents using Copy Document, post return receipts and shipments, and generate credit memos.

August 16, 2025 7 min read

How-ToFinance & Operations

How to Use Blanket Orders in Business Central

Blanket orders let you set up framework agreements for recurring deliveries without posting directly. This guide covers how to create blanket sales and purchase orders, release partial orders, and track remaining quantities.

August 9, 2025 11 min read

How-ToFinance & Operations

How to Use Cost Accounting in Business Central

A guide to setting up and using the Cost Accounting module in Business Central, including cost types, cost centers, cost objects, G/L transfers, and cost allocations.

August 2, 2025 10 min read

How-ToFinance & Operations

How to Use Intercompany Transactions in Business Central

A step-by-step guide to setting up and processing intercompany transactions in Business Central, including IC partner setup, chart of accounts mapping, and inbox/outbox handling.

July 26, 2025 9 min read

How-ToFinance & Operations

How to Handle Prepayments in Business Central

Learn how to configure and use prepayments on sales and purchase orders in Business Central, from setup through final invoice posting and credit memos.

July 19, 2025 9 min read

How-ToFinance & Operations

How to Process VAT Returns in Business Central

A step-by-step guide to processing VAT returns in Business Central, including VAT settlement, VAT Return creation, MTD submission for UK users, and reconciliation.

July 12, 2025 9 min read

How-ToFinance & Operations

How to Set Up Cash Flow Forecasting in Business Central

Learn how to configure the Cash Flow Forecast module in Business Central, pull in open receivables and payables, add manual entries, and view the forecast from the Accountant Role Center.

July 5, 2025 8 min read

How-ToFinance & Operations

Handle Foreign Currency in Business Central

A guide to setting up currencies, updating exchange rates, posting foreign currency invoices, and running the Adjust Exchange Rates batch job for period-end revaluation in Business Central.

June 28, 2025 8 min read

How-ToFinance & Operations

How to Use Financial Reports in Business Central

A guide to the Financial Reports feature in Business Central, how to set up row and column definitions, create reports, apply dimension filters, and run P&L and balance sheet reports.

June 21, 2025 7 min read

How-ToFinance & Operations

How to Set Up and Use Budgets in Business Central

Learn how to create G/L budgets in Business Central, enter amounts per account and period, use the budget matrix, import from Excel, and compare budget vs actuals in financial reports.

June 14, 2025 8 min read

How-ToFinance & Operations

How to Close a Fiscal Year in Business Central

A step-by-step guide to closing a fiscal year in Business Central, covering period closures, the Close Income Statement batch job, and posting the closing journal.

June 8, 2025 8 min read

How-ToAdministration

How to Set Up and Use Notifications in Business Central

Configure in-app and email notifications in Business Central, including My Notifications settings, approval workflow notifications, and notification templates.

June 1, 2025 7 min read

How-ToAdministration

How to Manage Environments in Business Central (SaaS)

Create, copy, restore, and manage Business Central environments using the Admin Center, covering both production and sandbox environments.

May 24, 2025 7 min read

How-ToAdministration

How to Manage Extensions and Apps in Business Central

Install, update, and uninstall extensions in Business Central, including AppSource apps, .app files, and per-tenant extensions.

May 17, 2025 7 min read

How-ToAdministration

How to Use the Change Log in Business Central

Enable field-level change tracking in Business Central, select which tables and fields to monitor, and review the Change Log Entries list.

May 10, 2025 7 min read

How-ToAdministration

How to Configure the Job Queue in Business Central

Set up scheduled background tasks in Business Central using Job Queue Entries, including recurrence, codeunit selection, and error monitoring.

May 3, 2025 7 min read

How-ToAdministration

How to Set Up Email in Business Central

Configure email accounts, assign scenarios, and test your email connection in Business Central using SMTP or the Microsoft 365 connector.

April 28, 2025 8 min read

Getting StartedTips & Tricks

How to Use Business Central on Mobile

A practical guide to the Business Central mobile app on iOS and Android, what works well on mobile, what requires desktop, and tips for common tasks.

April 20, 2025 9 min read

Getting Started

Business Central Terminology Glossary for New Users

A practical reference glossary of common Business Central terms, from Posting Groups and Dimensions to Job Queues and Permission Sets.

April 12, 2025 9 min read

Getting Started

How to Navigate Business Central Pages and Lists

Understand the main page types in Business Central, Role Centers, list pages, card pages, document pages, and how FactBoxes, breadcrumbs, and bookmarks work.

April 12, 2025 9 min read

How-ToAL Development

Use the Business Central Sandbox Environment

Learn what Business Central sandbox environments are, how to create one from the Admin Center, connect VS Code, and follow a practical dev workflow.

April 5, 2025 7 min read

Getting StartedTips & Tricks

How to Use the Tell Me Search Feature Effectively

Learn how to use the Tell Me search bar in Business Central to find pages, reports, actions, data records, and help articles faster.

April 5, 2025 10 min read

How-ToAL Development

How to Write and Run AL Unit Tests in Business Central

Learn how to create AL test codeunits, write tests using the GIVEN/WHEN/THEN pattern, use Assert and test libraries, and run tests from VS Code or the Test Tool page.

March 29, 2025 8 min read

How-ToAL Development

How to Publish and Install Extensions in Business Central

A complete walkthrough of compiling, publishing, and installing a Business Central AL extension, from VS Code to the Extension Management page.

March 22, 2025 8 min read

How-ToAL Development

Use Events and Subscribers in AL Development

Understand the publisher/subscriber event model in AL, subscribe to standard Business Central events, and declare and raise your own integration events.

March 15, 2025 8 min read

How-ToAL Development

How to Create Custom Pages and List Parts in AL

Learn how to build a Card page, a List page, and a ListPart in AL, then embed the ListPart as a FactBox using a page extension.

March 1, 2025 5 min read

How-ToFinance & Operations

How to Set Up and Use Allocation Groups in Business Central

Distribute costs across departments automatically using allocation accounts and rules in Business Central.

March 1, 2025 6 min read

How-ToFinance & Operations

How to Set Up and Configure Reminders in Business Central

Automate overdue invoice follow-ups using reminder terms, levels, and the built-in reminders automation feature in Business Central.

March 1, 2025 5 min read

How-ToIntegrations

How to Set Up Data Replication in Business Central

Keep data consistent across companies or systems using APIs, Azure integrations, and data exchange frameworks in Business Central.

March 1, 2025 4 min read

How-ToAdministration

How to Configure Security Groups in Business Central

Simplify permission management by using Entra ID security groups to assign and inherit permission sets in Business Central.

February 20, 2025 7 min read

AL DevelopmentHow-To

First Business Central AL Extension

Step-by-step guide to writing your first AL extension for Business Central, from VS Code setup to deploying a custom field on the Customer Card.

February 1, 2025 7 min read

Tips & TricksProductivity

20 Business Central Keyboard Shortcuts That Actually Save Time

20 Business Central keyboard shortcuts for navigation, filtering, posting, and journal entry. Learn the ones you use every day and cut your time in BC.

Featured

January 15, 2025 6 min read

Getting StartedTips & Tricks

Getting Started with Business Central: A Practical Orientation

New to Dynamics 365 Business Central? This guide cuts through the noise and gets you oriented in the parts of BC that matter most from day one.

All Articles

How to Connect Business Central to Dataverse and Dynamics 365

How to Set Up Email Logging in Business Central

How to Assign Permission Sets in Business Central

15 Business Central Features Most Users Don't Know About

How to Configure Approval Workflows in Business Central

How to Configure Bank Accounts in Business Central

How to Configure Companies in Business Central

How to Configure Drop Shipments in Business Central

How to Configure General Posting Setup in Business Central

Configure Item Tracking in Business Central

How to Configure Number Series in Business Central

Configure Document Numbering in Business Central

How to Configure VAT Posting Setup in Business Central

How to Back Up and Restore Business Central Data (On-Premises)

How to Connect Business Central to Power Automate

How to Create and Manage Users in Business Central

How to Create and Post Sales Orders in Business Central

How to Export Data to Excel in Business Central

How to Export Data from Business Central

Handle Partial Shipments and Invoicing in Business Central

Import Data with Configuration Packages in Business Central

How to Move Data Between Companies in Business Central

How to Perform Inventory Adjustments in Business Central

How to Personalize Pages in Business Central

How to Post General Journals in Business Central

How to Set Up Dimensions in Business Central

How to Set Up Finance Charge Terms in Business Central

How to Set Up Items in Business Central

How to Set Up Locations and Bins in Business Central

Set Up Payment Terms and Methods in Business Central

How to Set Up Posting Groups in Business Central

How to Set Up Fixed Assets in Business Central

How to Set Up and Use Purchase Orders in Business Central

How to Set Up Recurring General Journals in Business Central

How to Set Up Sales Prices and Discounts in Business Central

How to Use Analysis Mode in Business Central

How to Use APIs in Business Central

How to Use Deferrals in Business Central

How to Use Edit in Excel in Business Central

How to Use Item Journals in Business Central

How to Use Profiles and Role Centers in Business Central

How to Use Saved Views and Filters in Business Central

How to Use Web Services in Business Central

How to Integrate Business Central with Microsoft Teams

How to Build Custom Reports in Business Central

How to Use Dimensions in Financial Reporting

How to Schedule and Automate Reports in Business Central

How to Use Power BI with Business Central

Manage Project Budgets and Resources in Business Central

How to Track Time with Timesheets in Business Central

How to Use the Projects Module in Business Central

How to Use Capacity Planning in Business Central

How to Create and Manage Production Orders in Business Central

How to Set Up Routings and Work Centers in Business Central

How to Set Up Production BOMs in Business Central

Introduction to Manufacturing in Business Central

How to Use Warehouse Management (WMS) in Business Central

How to Set Up and Use Assembly BOMs in Business Central

How to Use Item Categories and Attributes in Business Central

Set Up Reordering Policies in Business Central

How to Perform a Physical Inventory Count in Business Central

How to Set Up Stockkeeping Units (SKUs) in Business Central

How to Set Up Item Variants in Business Central

How to Use Transfer Orders in Business Central

How to Manage Vendor Contracts and Pricing in Business Central

Configure Shipping Agents in Business Central

Set Up Customer and Vendor Templates in Business Central

How to Handle Credit Memos in Business Central

How to Process Sales and Purchase Returns in Business Central

How to Use Blanket Orders in Business Central

How to Use Cost Accounting in Business Central

How to Use Intercompany Transactions in Business Central

How to Handle Prepayments in Business Central

How to Process VAT Returns in Business Central

How to Set Up Cash Flow Forecasting in Business Central

Handle Foreign Currency in Business Central

How to Use Financial Reports in Business Central

How to Set Up and Use Budgets in Business Central

How to Close a Fiscal Year in Business Central