Step-by-step configuration and setup guides for Business Central features, modules, and workflows.
Configure subcontracting for production in Business Central: the Subcontracting extension, work centers, vendor locations, component supply methods, subcontracting purchase orders, and receiving output.
Set up quality inspections in Business Central: permissions, Quality Management Setup, triggers, quality tests, inspection templates, and generation rules that create inspections automatically.
Activate and configure the Sales Order Agent in Business Central: mailbox, review steps, quote and order settings, multiple agent instances, and credit limits.
Configure the E-Documents framework in Business Central: create an e-document service, set up the workflow and document sending profile, receive incoming invoices, and see what payments and EDI add.
Activate the Payables Agent in Business Central, connect the invoice mailbox, choose an email review policy, prepare purchase order matching, and keep Copilot credit use under control.
Design document reports with the Business Central Word add-in, then apply reusable themes and header/footer layouts across reports and companies from one place.
What actually happens when a Business Central tenant goes over its database capacity limit, how to check your usage in the admin center, and how to bring it back under quota.
Business Central 2026 release wave 1 adds direct purchase order creation from drop shipments, independent invoice posting, and the ability to reverse drop shipments.
Learn how to add custom Dataverse table and field mappings for synchronization directly in Business Central without writing code.
Learn how to export analysis views from Analysis Mode and deliver them as pre-built tabs in your AL extensions using the new analysisviews construct.
Learn how to offload document attachments from the Business Central database to Azure Blob Storage, Azure File Share, or SharePoint.
Learn how to use the new Item Statistics page in Business Central to view inventory value, sales growth, gross margin, and return rates for your items.
Learn how to set up and use the Business Central MCP server to let AI clients like GitHub Copilot, Claude, and ChatGPT interact with your Business Central data.
Learn how to use the built-in Test Explorer in VS Code to discover, run, and debug AL tests for Business Central without external extensions.
Learn how to set up the Dataverse connection in Business Central, configure table mappings, and synchronise records with Dynamics 365 Sales.
Learn how to configure email logging in Business Central to track email correspondence with contacts and customers using Microsoft 365 or Exchange.
Control what users can see and do in Business Central by assigning and managing permission sets directly or through security groups.
Understand backup and restore options for on-premises Business Central environments, including database backups and tenant restore procedures.
Set up approval workflows in Business Central to route purchase orders, sales documents, and journals through an approval process before posting.
Set up bank accounts and perform bank reconciliation in Business Central to keep your cash balances accurate.
Create and manage companies in Business Central, including copying setup data from an existing company to a new one.
Control how sales orders, invoices, purchase orders, and other documents are numbered in Business Central using number series setup.
Set up and process drop shipments in Business Central where goods ship directly from vendor to customer without passing through your warehouse.
Set up the General Posting Setup matrix in Business Central to define how sales and purchase transactions post to the general ledger.
Enable and use lot number and serial number tracking on items in Business Central for full traceability.
Set up and manage number series in Business Central to control how documents and records are automatically numbered.
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.
Build automated flows between Business Central and other Microsoft 365 services using the Business Central connector in Power Automate.
Add users to Business Central, assign licenses, and manage access through the Users page and Microsoft Entra ID integration.
Walk through the full process of creating, shipping, and invoicing a sales order in Business Central.
Export lists, reports, and data sets from Business Central to Excel, PDF, CSV, and other formats for analysis or archiving.
Send any Business Central list or report to Excel for analysis, using the built-in export options available on every list page.
Process partial deliveries and split invoicing on sales and purchase orders in Business Central.
Use configuration packages in Business Central to import master data and setup records from Excel during implementation or migration.
Transfer master data and setup between companies in Business Central using Configuration Packages or the Copy Company function.
Correct inventory quantities and values in Business Central using item journals, physical inventory counts, and cost adjustment.
Add, move, hide, and restore fields and columns on any Business Central page using the built-in personalization tools.
Enter and post manual journal entries in Business Central using the General Journal, including how to balance entries and correct mistakes.
Define and assign dimension codes in Business Central to classify transactions by department, project, or cost center for better reporting.
Configure finance charge terms in Business Central to automatically calculate interest on overdue customer balances.
Create and configure fixed assets in Business Central, including depreciation books, acquisition posting, and depreciation runs.
Create and configure inventory items in Business Central, including costing method, units of measure, and posting group assignments.
Configure warehouse locations and bin codes in Business Central to track inventory by physical storage area.
Configure payment terms and payment methods in Business Central to control due dates, discounts, and payment processing.
Configure customer, vendor, and inventory posting groups in Business Central to control how transactions are posted to the general ledger.
Create and process purchase orders in Business Central from creation through receipt and invoicing.
Automate repeating journal entries in Business Central using the Recurring General Journal to post regular costs like rent or subscriptions.
Configure customer-specific prices and line discounts in Business Central using price lists and discount structures.
Explore and pivot your Business Central data interactively using Analysis Mode on list pages without exporting to Excel.
Access and integrate Business Central data through its built-in REST APIs, including authentication, endpoints, and filtering.
Spread revenue or expenses across multiple periods automatically using the deferral feature in Business Central.
Edit Business Central records in Excel and publish changes back to the system using the Edit in Excel add-in.
Post inventory adjustments, movements, and reclassifications using item journals in Business Central.
Configure user profiles and Role Centers in Business Central to give each user a homepage tailored to their job function.
Save and reuse filter combinations in Business Central using Views to quickly access filtered lists without reapplying filters each time.
Expose Business Central pages and codeunits as SOAP or OData web services for integration with external systems.
Learn how to install the Business Central app for Microsoft Teams, share record cards in chats, and use the BC tab in Teams channels.
A step-by-step guide to building custom AL reports in Business Central using VS Code, including dataset definition, request page, and layout options.
Learn how to filter financial reports by dimension values, set up Analysis Views, and use dimension-based analysis in Business Central.
Learn how to schedule reports using the Job Queue, send reports by email automatically, and manage report layouts in 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.
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.
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.
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 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 a production order in Business Central, refresh it to populate lines, release it, post consumption and output, and finish the order.
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 create and certify a Production BOM in Business Central, add component lines, handle multi-level BOMs, and assign the BOM to an item card.
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.
Learn how to create assembly BOMs in Business Central, configure assembly policies, and post assembly orders for both stock and order-based assembly.
Learn how to set up item category hierarchies and item attributes in Business Central to classify inventory and filter item lists efficiently.
Learn how to configure reordering policies on item cards and run the Planning Worksheet in Business Central to generate and act on supply suggestions.
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.
Learn how to create and configure Stockkeeping Units (SKUs) in Business Central to manage location- or variant-specific item settings for planning and replenishment.
Learn how to create and manage item variants in Business Central to track sizes, colors, or other product variations under a single item card.
Learn how to move inventory between locations using transfer orders in Business Central, including in-transit locations and direct transfers.
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.
Set up shipping agents and services in Business Central to track carriers, transit times, and shipment date calculations on sales orders.
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.
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.
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.
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.
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.
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.
Learn how to configure and use prepayments on sales and purchase orders in Business Central, from setup through final invoice posting and credit memos.
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.
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.
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.
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.
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.
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.
Configure in-app and email notifications in Business Central, including My Notifications settings, approval workflow notifications, and notification templates.
Create, copy, restore, and manage Business Central environments using the Admin Center, covering both production and sandbox environments.
Install, update, and uninstall extensions in Business Central, including AppSource apps, .app files, and per-tenant extensions.
Enable field-level change tracking in Business Central, select which tables and fields to monitor, and review the Change Log Entries list.
Set up scheduled background tasks in Business Central using Job Queue Entries, including recurrence, codeunit selection, and error monitoring.
Configure email accounts, assign scenarios, and test your email connection in Business Central using SMTP or the Microsoft 365 connector.
Learn what Business Central sandbox environments are, how to create one from the Admin Center, connect VS Code, and follow a practical dev workflow.
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.
A complete walkthrough of compiling, publishing, and installing a Business Central AL extension, from VS Code to the Extension Management page.
Understand the publisher/subscriber event model in AL, subscribe to standard Business Central events, and declare and raise your own integration events.
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.
Distribute costs across departments automatically using allocation accounts and rules in Business Central.
Automate overdue invoice follow-ups using reminder terms, levels, and the built-in reminders automation feature in Business Central.
Keep data consistent across companies or systems using APIs, Azure integrations, and data exchange frameworks in Business Central.
Simplify permission management by using Entra ID security groups to assign and inherit permission sets in Business Central.
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.