Latest Business Central (NAV) Content — Page 2 — How Tos

The Pros & Cons of Using Employee Cards in Business Central
Microsoft Dynamics 365 Business Central users should evaluate the pros and cons of using Employee Cards to determine how it can be useful for securing data.
David Wiser David Wiser July 31, 2026
How to Create a Sales Order in Business Central
Jessie Sanger-Picard reviews the steps for creating a sales order in Dynamics 365 Business Central, which are used to reserve inventory, ship items, or invoice a customer.
Jessie Sanger-Picard Jessie Sanger-Picard July 23, 2026
How to Use AI to Create Documentation for Business Central Extensions
UG Expert AJ Ansari demonstrates a few use cases of how Business Central users can create documentation for BC extensions by applying AI tools.
AJ Ansari AJ Ansari July 20, 2026
How To Update Item Tracking Codes After Ledger Entries Have Been Posted
One of the greatest features of Business Central is its inventory management module. However, there are some nuances users need…
Chris Warren Chris Warren July 8, 2026
Stop Clicking Through the Same Screens Over and Over, Business Central Has a Better Way: Page Scripting 
The Page Scripting tool can be a game-changer for saving time on repetitive tasks — and it's already built-in to Business Central.
Cliff McDaniel Cliff McDaniel June 5, 2026
2 Key Features for Accountants to Optimize Processes in Business Central
UG Expert Amanda Mayer highlights some favorite Business Central updates and improvements for accountants to put into practice.
Amanda Mayer Amanda Mayer May 6, 2026
Dynamics 365 Business Central 2026 Wave 1: Use Date Formulas to Control Allowed Posting Periods
As part of 2026 Release Wave 1, Business Central users can now enter a date formula that can be set for the system to handle the rest.
Brad Prendergast Brad Prendergast April 30, 2026
Back to Basics: How to Create a Sales Quote in Business Central
UG Expert Jessie Sanger-Picard provides a step-by-step walkthrough of converting a Sales Quote into a Sales Order in Business Central.
Jessie Sanger-Picard Jessie Sanger-Picard April 7, 2026
Managing Updates in Dynamics 365 Business Central
Andrew Good reviews the types of updates to Dynamics 365 Business Central and how users can manage these updates.
Andrew Good Andrew Good April 2, 2026
Postings Setups in Dynamics 365 Business Central
This post provides an explanation of Posting Setups in Microsoft Dynamics 365 Business Central (BC), emphasizing their role as the core logic that connects day‑to‑day business transactions with the General Ledger.
Meenakshi Singh Meenakshi Singh March 12, 2026
Agent Model in Excel Copilot: A New Way to Work with Business Central Data
Microsoft MVP AJ Ansari walks through five practical scenarios showing how Agent Mode in Excel Copilot can automate complex Business Central data tasks.
AJ Ansari AJ Ansari March 5, 2026
Purchase Order Matching with the Business Central Payables Agent
The Payables Agent in Business Central has received a major update in version 27.3, adding support for three-way matching and PO matching.
Jason Chance Jason Chance February 27, 2026
Testing the Limits of the Sales Order Agent in Business Central
Can the Sales Order Agent in Dynamics 365 Business Central handle complex, real-world scenarios? UG Expert Jason Chance puts the AI-powered feature through its paces with multilingual orders, PDF attachments, and intricate order modifications to see where it excels—and where it breaks.
Jason Chance Jason Chance January 23, 2026
Truvio’s AI-First Approach to ERP Innovation
Accounts Payable (AP) has emerged as a prime candidate for finance-grade AI. Discover how Truvio's ERP-native intelligence is reshaping automation inside Dynamics 365.
Cam Sessinger Cam Sessinger January 22, 2026
Establishing Business Central Learning Goals For 2026
AJ Ansari shares four Business Central goals to add to your list of resolutions in 2026, with one to focus on per quarter.
AJ Ansari AJ Ansari January 16, 2026
Introduction to the Sales Order Agent in Business Central
Discover how to configure the Sales Order Agent, optimize your workflow, and streamline your order-to-fulfillment process.
Jason Chance Jason Chance January 15, 2026

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