Latest How To Content — Page 7
How to Set up the Product Lifecycle State in Dynamics 365 F&O
UG Expert Kelly Gustafson reviews how to set up the Product lifecycle states in Dynamics 365 for Finance and Operations in her latest article
June 7, 2023
Business Central Webinar: The Magic of ClickLearn
This Business Central webinar offers an overview of the ClickLearn platform along with insights into its functionalities and capabilities.
May 30, 2023
AI Builder Pre-Built Models: Translation
UG Expert Kylie Kiser continues her series on building a custom app with AI Builder Pre-Built Models and focuses on translation in this article.
May 24, 2023
Updating Company Logo in Microsoft Dynamics 365 Finance & Operations
UG Expert Kelly Gustafson explains how to update a company logo in Microsoft Dynamics 365 for Finance and Operations.
May 19, 2023
AI Builder Pre-Built Models ā Category Classification
In the latest installment of her series on AI Builder Pre-Built Models, UG Expert Kylie Kiser focuses on category classification in this article.
May 18, 2023
How to Create Custom Activity Types in Power Apps
In this video, UG Expert Heidi Neuhauser describes how to create custom activity types in Dynamics 365 and Power Apps.
May 18, 2023
Create Your Own Permissions Using the Permissions Recorder in Business Central
UG Expert Lewis Rosenburg explains how to create your own permissions in Business Central using the permissions recorder.
April 27, 2023
How to Create a Return Purchase Order in Dynamics 365 for Finance & Operations
UG Expert Kelly Gustafson explains how to create a return purchase order ā and a few tips & tricks ā in Dynamics 365 for Finance and Operations
April 26, 2023
How to Access a Free Microsoft Dynamics 365 Finance & Operations Demo Environment
UG Expert Kelly Gustafson explains how to access a free Microsoft Dynamics 365 for Finance and Operations demo environment.
April 12, 2023
How to Process Collection Letters in Dynamics 365 F&O with Ease
UG Expert Crystal Ahrens defines how to simplify the process of collection letters in Dynamics 365 for Finance and Operations.
March 31, 2023
How Value Streams Are a User’s Guide to Efficiency in Dynamics 365 F&O
UG Expert Crystal Ahrens defines what value streams are in Dynamics 365 Finance & Operations, which offer a powerful way to drive efficiency for businesses.
March 27, 2023
How to Use Trade Agreement Groups in Dynamics 365 Finance & Operations
How do you use trade agreement groups in D365 F&O? UG Expert Kelly Gustafson explains how to use them to help categorize vendors, customers, & items
March 21, 2023
How to Undo Transfer Shipments in Business Central
UG Expert Saurav Dhyani explains how to undo transfer shipments in Business Central, which is part of the 2023 Release Wave 1.
March 21, 2023
How to Correct Posted Invoices in Dynamics 365 Business Central
In this video, UG Expert Jo deRuiter explains how to easily correct posted invoices in Dynamics 365 Business Central.
March 20, 2023
Deep Dive into the Posting Setup of Dynamics GP
In part two of the deep dive series on reporting in Dynamics GP, UG Expert Kerry Hataley digs into the Posting Setup window and how it's more than just for printing reports.
March 15, 2023
Recover from a Cybersecurity Breach
How does a company recover from a cybersecurity breach? Filled with expert insights from CISOs and practitioners, this āfor user, by userā incident response guidebook should become your go-to for responding to cybersecurity breaches.
March 14, 2023
How to Reverse a Business Central Journal Entry From a Closed Accounting Period
UG Expert Amanda Mayer explains how to reverse a journal entry from a closed accounting period in Business Central.
March 13, 2023
How to Complete Deferrals in Business Central
UG Expert Jo deRuiter explains how to complete deferrals in Business Central. She defines how to set up a deferral template which can help to automate deferred payments.
March 10, 2023
Using the Dynamics 365 App for Outlook
UG Expert Heidi Neuhauser describes how to use the Dynamics 365 App for Outlook, which is a great tool to help increase user adoption at organizations.
March 9, 2023
Using Process Documentation to Streamline Dynamics 365 F&O Implementation
UG Expert Crystal Ahrens describes how to utilize process documentation and cross-functional discussions when implementing Dynamics 365 F&O.
March 6, 2023
