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.
All Articles
Administration
23 articles
User management, permission sets, security groups, environments, extensions, and system configuration.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.