Hi Community,

I’m looking for expert guidance on designing a future-proof architecture in Microsoft Dynamics 365 Business Central (formerly Microsoft Dynamics NAV), particularly in complex, enterprise-scale environments.

We are dealing with scenarios that include:

• Multi-company and multi-entity deployments with both shared and isolated data…

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Yes, some teams are moving from Management Reporter to tools like Defacto, especially with Fabric in the mix.

That said, it depends on your goal:

If you want financial reporting inside D365 → Financial Reporter (built-in) is still solid

If you need advanced reporting + external data + analytics → Defacto / Fabric approach makes sense

What I’ve…

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Calvin,

I use a SmartList from the Receivables Transactions with the following parameters:

Document Type – is equal to – Credit memos

Then add any other parameters you might need.

This will only return credit memos, not returns.

how to find all opened customer credits

Totally agree with you. The way a partner handles the demo says a lot about how the project will go.

If it’s just generic screens, that’s usually not a great sign. But when they ask good questions, relate things to your actual process, and even bring in relevant ISV ideas early, that’s when you know they’ve understood the business.

This…

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Honestly, I’d pick industry experience over partner tier any day. A team that understands your business will get you live faster than a “top” partner figuring things out as they go.

Also, try to stick to standard features first. Too much customization early on usually creates problems later. And if a partner agrees to everything you say,…

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I spent hours troubleshooting AX2012 master planning runs that kept failing after a big item import with stalled jobs and bloated history making everything unstable. When the same frustration hit with slow vendor support during a recent software renewal I searched for better options. Checking Best and worst support revealed clear patterns…

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Partner’s industry and ISV experience definitely matter, but one more thing to consider is:

When asking for a demo, are the To-be partners really putting effort into understanding the business and your needs from your perspective? What suggestions are they making on the proposed issues right off the bat? That to me speaks volumes about how…

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This could also be because of a permission mismatch between your EntraID login and BC login permissions. If it’s allowing you to post sometimes and not others. Indirect posting permission sets in BC would allow for that, too.

Hi Mark,

The Dynamics Communities team wanted to reach out and ask that no longer post links to partner websites as the forums are not a place to advertise and is against community policy.

You can continue to ask questions that you have regarding Dynamics products as this is helpful to the community, but any more posts with links to a product…

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The labor and subcontracting piece follows the same costing logic. Business Central treats both as production costs absorbed into the production order.

For labor, the production capacity posting is WIP against Direct Cost Applied.

For subcontracting, the subcontract purchase order posts a Capacity Ledger Entry on receipt and posts the…

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I didn’t set out to build a CRM. I just got tired of paying for one.

Like many small business owners, I started with spreadsheets, sticky notes, and a mix of tools that never quite worked together. Eventually, I upgraded to popular CRM platforms—but quickly realized I was paying for features I didn’t need, buried under complexity I didn’t ask…

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Hi everyone,

Curious how teams still using Dynamics GP are planning their next move.

Are you considering Business Central, Finance & Supply Chain, or something else?

What factors are influencing your decision?

How can organizations design a cost-optimized and highly resilient architecture using Azure Platform Services (PaaS) while balancing auto-scaling, multi-region deployment, and data consistency challenges?

I’m currently evaluating Azure Platform Services (PaaS) for a scalable cloud application and would love to hear from practitioners.

Specifically…

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If you’re still managing customer details across spreadsheets, sticky notes, emails, and memory, you’re not alone. Many small business owners delay adopting a CRM for small businesses because they assume it’s expensive, complex, or meant for bigger companies.

That belief usually holds until things start slipping.

Leads get missed. Follow-ups are…

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In Account Schedules / Financial Reporting, the Base for Percentage in a Row Definition does not calculate a percentage by itself.

It only works when ALL of the following are true:

1. The percentage is calculated in the column definition
2. The base row exists AND returns a value
3. The base row is already calculated
4. The rows are cumulative‑calculated…

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We’ve seen similar “random permission” behavior in NAV → Business Central upgrades. In most cases, it’s not truly random. It’s usually permission evaluation + caching + object mismatch happening together.

A few things I’d specifically check:

Permission Set type (User vs System vs Extension)

If you’re still using legacy NAV-style permissions…

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In BC -Financial reporting -in Row definition set base for percentage is not working.

when viewing financial report, that time percentage sign is not showing. it is basic feature in BC it is not working.

not sure if it is bug or not supporting or i am doing something wrong

Check your user license type. Limited licenses can not post some transactions and it presents as a permission error.

This is a rare case, but the only possibility I can think of right now is this, since you are able to post some transactions, you need to identify which ones work and which ones don’t. There may be a pattern, and it’s possible that for certain scenarios, the system is not allowing you to transact for some reason. It could be…

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Q: NAV to Business Central Upgrade: Random Posting Permission Errors — Any Known Causes?

Hi Everyone,

We’re upgrading from Dynamics NAV 2017 to Dynamics 365 Business Central On-Prem, and we’re running into intermittent posting errors that appear to be related to permission set conflicts — but only for some users.

Issue Details:

Users randomly…

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Hi Ritu.

Did you ever replace F&O’s Financial Reporter with Defacto?

Thanks for the reply Steve.

However, what no one seems to talk about is the labour element and the sub contract costs consumed in the mfg process. The DCA account could apply here as well but how they clear out is not well known.

Hi Everyone!

Choosing your next ERP shouldn’t take months of back-to-back demos.

That’s exactly why Logan Consulting is hosting our own ERP Shootout on April 21st.

Instead of sitting through weeks of vendor pitches, we’re putting three of the most widely used mid-market ERP solutions side-by-side in a single session.

Event Details:

April 21st,…

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Hi all,

I’m currently exploring Microsoft Foundry and have created a few agents, which I also published to Microsoft Teams, to understand the platform better.

I now want to understand the real-world development lifecycle. Do teams usually manage Foundry agents using Dev / Test / Prod environments and CI/CD pipelines like Azure DevOps? How are…

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Aleiha,

I have implemented Dynamic Ship, from Insight Works, using the 2SHIP shipping provider. They have Dangerous processing and can print the Declaration. Link to Dynamic Ship- https://dmsiworks.com/apps/dynamic-ship

Andrea – If you can send me the Assembly BOM screen shot and tell me each component cost and Resource Cost in the Assembly BOM I can explain. Are all components Standard or FIFO? Is just the Assembly Finished Good Standard?

Djon – Yes, the Direct Cost Applied Account is a funny account used for transacting Purchases, Manufacturing Labor, which is what you are talking about. To explain to others, I normally show them all the accounting entries made from Purchasing through Manufacturing. This way they see all entries using the Direct Cost Posting Setup column. When…

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Mark,

Morning – Wow great question. I have been in this community for 28 years now and when evaluating Partners I would look at: 1) Team Experience and Background (are they implementors or have come from industry, operations, accounting, etc..) 2) Do they know ISV APPs and have implemented them directly 3) What industries have they implemented…

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Yes, but it depends on what exactly has been registered. If the production order registration is in “Registered” (product receipt) status, you generally can’t directly unregister it like picking or route transactions. Instead, you need to reverse it through the correction process. Go to the Production order and use the Report as finished…

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Hello Group,

I would like to ask can we unregister a registered Production Order registration? The current status in the registration is Registered.

Thanks.

Hi Mark,

I have been involved in the MS industry for quite some time. I always advise my clients to interview potential partners before making a decision. Firstly, select a partner with proven experience in your industry. Secondly, ensure that the partner recommends independent software vendor (ISV) solutions rather than customizations. There…

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Hi @larrycarrethers

This one trips up a lot of people because of how GP stores kit data in SOP30300.

The key thing to know: revenue sits on the kit header row (CMPNTSEQ = 0), and cost sits on the component rows (CMPNTSEQ > 0). Miss that, and your COGS will be all over the place.

The fix is straightforward: pull revenue from the header row,…

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