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  • Item Tracking in Business Central 28.0: A Functional Guide to Lot Nos. and Serial Nos.

    Item Tracking in BC exists to answer one question the client will eventually ask under pressure: “Where did this specific item come from, and where did it go?” That question shows up as: Out of the box, BC gives you two tracking mechanisms — Lot No. and Serial No. — configured at the item card…

  • Posting Groups Are the Foundation of Accurate Financial Reporting in Business Central 28.0

    After more than a decade of implementing Microsoft Dynamics 365 Business Central for organizations across manufacturing, distribution, retail, and services, I can tell you with total confidence: Posting Groups cause more post-go-live financial reporting headaches than any other configuration area in the system. It’s not because Posting Groups are technically complicated. It’s because they are…

  • How to Create and Reset a User Password in the Microsoft 365 Admin Center

    A complete, screenshot-by-screenshot walkthrough for IT admins and small business owners — written from over a decade of hands-on Microsoft 365 administration. Managing user accounts is one of the most routine — and most important — tasks for any Microsoft 365 administrator. Whether you’re onboarding a new employee or helping a teammate who’s locked out…

  • How to Create a Batch and Assign a No. Series for Journal Vouchers

    If you work with journal vouchers on a regular basis, you already know how quickly things can get messy. Different departments, different purposes, different approval flows — and if everything lands in one undifferentiated list, tracking anything down becomes a chore. That’s exactly the problem batches solve. A batch lets you separate journal vouchers by…

  • How to Enable an API for Microsoft Dynamics 365 Business Central

    If you’re integrating a third-party application, custom script, or middleware with Business Central, you’ll need to register an application in Azure and grant it the right API permissions. This walkthrough covers the full process — from creating the app registration in Azure to enabling it inside Business Central itself. By the end, you’ll have a…

  • How to Update the Workflow Template After a Microsoft Dynamics 365 Business Central Upgrade

    Every time Microsoft rolls out a new Business Central release, it often ships new standard features that don’t automatically appear in your existing workflows — even after your tenant has been upgraded. This is a common gap that trips up admins and consultants alike, and it’s exactly what happened with the recent BC 28.0 release.…

  • Year Closing Process in Dynamics 365 Business Central

    As the financial year comes to an end, organizations using Dynamics 365 Business Central must ensure that all transactions are accurately recorded and reported. A structured Year Closing Process helps maintain financial integrity and ensures compliance with accounting standards. Below, we outline the four key steps in the Year-End Closing Process for Inventory and Financial Management in Dynamics 365 Business Central. 1. Adjust…

  • 📘 Step-by-Step Guide to Adding Budgets in Dynamics 365 Business Central

    Introduction Budgeting is an essential part of financial planning for every business. It allows organizations to estimate future income and expenses, compare actual performance against planned figures, and make informed financial decisions. Microsoft Dynamics 365 Business Central provides a powerful budgeting feature that helps businesses create, manage, and analyze budgets efficiently. Whether you are preparing…

  • Create No. Series in Dynamics 365 Business Central

    Number Series in Business Central help in auto-generating unique document numbers, ensuring consistency in transactions like invoices, sales orders, purchase orders, and more. This guide walks you through setting up a No. Series step by step. Step 1: Navigate to the No. Series Page Step 2: Create a New No. Series Step 3: Define Numbering…

  • Difference Between General Journal and Journal Voucher in Microsoft Dynamics 365 Business Central

    General Journal and Journal Voucher are used for posting financial transactions, but their purpose, control, and business usage are different. 1. General Journal A General Journal is the standard accounting journal available in Business Central for entering and posting various financial transactions manually. Common Uses Features Example Advantages 2. Journal Voucher (JV) A Journal Voucher (JV) is usually a customized or controlled accounting…