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
Category: How To
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.
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.
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.
AI Builder Pre-Built Models – 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.
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.
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.
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 – and a few tips & tricks – in Dynamics 365 for Finance and Operations
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.
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.
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 busin…
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
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.
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.
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 jus…
Recover from a Cybersecurity Breach
How does a company recover from a cybersecurity breach? Filled with expert insights from CISOs and practitioners, this “for user, by user” inciden…
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.
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…
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…
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.
