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.
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How-To
93 articles
Step-by-step configuration and setup guides for Business Central features, modules, and workflows.
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.
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 Bank Accounts in Business Central
Set up bank accounts and perform bank reconciliation in Business Central to keep your cash balances accurate.
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 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.
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.
Configure Item Tracking in Business Central
Enable and use lot number and serial number tracking on items in Business Central for full traceability.
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 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.
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 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.
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.
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.
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.
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.
Handle Partial Shipments and Invoicing in Business Central
Process partial deliveries and split invoicing on sales and purchase orders in Business Central.
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 Perform Inventory Adjustments in Business Central
Correct inventory quantities and values in Business Central using item journals, physical inventory counts, and cost adjustment.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
How to Use APIs in Business Central
Access and integrate Business Central data through its built-in REST APIs, including authentication, endpoints, and filtering.
How to Use Deferrals in Business Central
Spread revenue or expenses across multiple periods automatically using the deferral feature in Business Central.
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.
How to Use Item Journals in Business Central
Post inventory adjustments, movements, and reclassifications using item journals in Business Central.
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 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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
How to Set Up and Use Allocation Groups in Business Central
Distribute costs across departments automatically using allocation accounts and rules in Business Central.
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.
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.
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.
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.