Latest User Group Communities Content — Page 2 — How Tos

Academy Preview: Microsoft Dynamics 365 F/SCM Finance & Operations Fundamentals (ERP)
Join Umit Poslu's Academy Workshop for an introduction to D365 Finance & Supply Chain Management fundamentals.
Mason Siefert Mason Siefert September 1, 2026
Back to Basics: How to Ship from a Sales Order in Business Central
Jessie Sanger-Picard reviews the steps for shipping from a sales order in Dynamics 365 Business Central.
Jessie Sanger-Picard Jessie Sanger-Picard August 26, 2026
Dataverse Prompt Columns: AI That Actually Becomes Part of YourĀ Application
Now that Prompt Columns are generally available in Dataverse, users can get the most out of the feature with a deeper understanding of how to embed it into BizApps.
Robert Bailey Robert Bailey August 20, 2026
How to Delete Expired Sales Quotes in Dynamics 365 Business Central
If you accumulate an abundance of expired sales quotes, UG Expert Lewis Rosenberg provides a helpful practice to delete them in batch.
Lewis Rosenberg Lewis Rosenberg August 19, 2026
Business Central Planning Engine Decisions: Item Card Configuration
Steve Chinsky reviews the item card planning tab in Business Central, which guides the planning engine's decisions on supply orders.
Steven Chinsky MVP Steven Chinsky MVP August 10, 2026
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
Supply Planning in Dynamics 365 Finance & Supply Chain Management
Gain a deeper understanding of how D365 F/SCM translates demand signals into executable supply chain decisions.
Crystal Ahrens Crystal Ahrens July 9, 2026
Microsoft Frontier Company: Inside Microsoft’s $2.5 Billion Bet on Enterprise AI
Microsoft is accelerating its Frontier Firm vision with a new business unit that embeds 6,000 AI and industry experts directly with customers to build, optimize, and scale enterprise AI systems.
Kieron Allen Kieron Allen July 8, 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
How to Determine When a Case Should Become a Knowledge Article
Gain a deeper understanding of when a case should become a knowledge article through this practical framework.
Heidi Neuhauser Heidi Neuhauser June 15, 2026
Defining Microsoft Copilot within Dynamics 365 Finance and Operations
D365FO and Copilot combined with strong data governance help organizations be part of the community revolution in enterprise resource planning.
Crystal Ahrens Crystal Ahrens June 11, 2026
Working with Dataverse Customer Columns in Power Automate
Understand how to use Customer columns through a practical example to make flows easier to read, troubleshoot, and safely reuse.
Heidi Neuhauser Heidi Neuhauser June 8, 2026
Stop Clicking Through the Same Screens Over and Over, Business Central Has a Better Way: Page ScriptingĀ 
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
Practical Ways to Apply Copilot to the Workday
The best ways to use Microsoft Copilot are in areas to reduce friction, improve clarity, and create more space for meaningful.
Shawn Dorward Shawn Dorward June 1, 2026
Back to Basics: Business Process Flows for Dynamics 365 Customer Engagement
Learn how to start simple applying business process flows to make work clearer and refine flows as processes mature.
Heidi Neuhauser Heidi Neuhauser May 26, 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
Dynamics 365 Customer Insights-Journeys: Add Marketing Interactions in Contact or Lead Timeline
This step-by-step guide breaks down how CE/CRM users can add marketing interactions and ensure they show in a record's timeline.
Heidi Neuhauser Heidi Neuhauser April 27, 2026

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