Dynamics 365 Business Central – 2020 Release Wave 1
Apr07

Dynamics 365 Business Central – 2020 Release Wave 1

Throughout this unprecedented and tumultuous time, all businesses and societies are facing challenges but proving ingenuity in dealing with such an unexpected crisis by stepping up to help out the communities and ensure that all Microsoft technologies are leverged for the optimal utilization of the whole world. It’s April 2020, and Microsoft is officially kicking off the release plan wave 1… Continue Reading Mahmoud M....

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Video Series – Dynamics 365 Essentials Series Copy Paste and GL Dimensions
Mar03

Video Series – Dynamics 365 Essentials Series Copy Paste and GL Dimensions

Proceeding with the recent series, Dynamics 365 Essentials Series, we are presenting more videos to shed a light on important information of Dynamics 365 BC in brief. Copy Paste Functionality In this video, we will see how copy paste funcitonality works in Dynamics 365 Business Central including practical examples of multiple purchase invoices with multiple dimensions.   GL Dimensions  The… Continue Reading Mahmoud M....

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Dynamics 365 Essentials Series – YouTube Channel
Feb11

Dynamics 365 Essentials Series – YouTube Channel

Recently, we have started a new YouTube channelin order to share important information about Dynamics 365 Business Central including How-to videos, setup and configuration, advanced learning, webinars and training materials and much more.As a start, we are publishing our “Essentials Series” which is primarily dedicated to provide information about multiple important features in Dynamics… Continue Reading Mahmoud M....

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Dynamics 365 and Power Platform: 2020 release wave 1 plan
Jan29

Dynamics 365 and Power Platform: 2020 release wave 1 plan

The new year release wave 1 has just been published by Microsoft for Dynamics 365 family and power platform. A lot of interesting features and major enhancements are to be presented in this year. Key dates for the 2020 release wave 1 Dynamics 365 2020 release wave 1 plan includes the following: Marketing Sales Service Finance and Operation Human Resources Commerce SMB | Dynamics 365 Business… Continue Reading Mahmoud M....

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Customer Reminders – Notify Customers about Overdue Invoices
Jan21

Customer Reminders – Notify Customers about Overdue Invoices

In this post, we will explain why and how to use customer reminders in Dynamics Business Central. The purpose of Customer Reminders is to notify customers about overdue invoices, in addition, there could be an interest or additional fees charged to customers in speficic cases. In receivable management, we can setup reminders for that purpose and define the business rules and policies needed in… Continue Reading Mahmoud M....

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Year End Closing in Microsoft Dynamics 365 Business Central
Dec10

Year End Closing in Microsoft Dynamics 365 Business Central

It’s the end of the year, and it is very important to go through the essential topics related to year end closing in your company in order to ensure proper and accurate accounting practice. We will shed a light on several activities that are either “required” or “optional” for closing the year in Dynamics 365 Business Central. The required steps are represented with primarily: Closing the… Continue...

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Automation Tool for Dynamics GP Management Reporter – Row Definition ( Auto Update MR Row Definition )
Dec08

Automation Tool for Dynamics GP Management Reporter – Row Definition ( Auto Update MR Row Definition )

One of our customers requested to have their report definition of “Management Reporter” gets updated automatically whenever a change on the chart of accounts occurs. This can be simply automated by considering the “All Accounts” function of MR which by default retrieves all accounts to the row definition regardless of any criteria. A link will show up on the home page, on which you click and… Continue...

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Power BI Desktop November 2019 – Decomposition Tree ( Preview )
Nov13

Power BI Desktop November 2019 – Decomposition Tree ( Preview )

One of the most requested features for Power BI that has been brought up on ideas.powerbi.com is now available for preview for Power BI Desktop, the decomposition tree. A decomposition tree can use to perform root-cause analysis by viewing how individual categories in a group contribute to the whole The decomposition tree has been initially introduced as part of the Performance Point… Continue Reading Mahmoud M. AlSaadi’s...

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Microsoft Ignit 2019 – Visual Studio Online
Nov06

Microsoft Ignit 2019 – Visual Studio Online

Micriosoft has just announced recently at Ignit 2019 the public preview of Visual Studio Online, a cloud-powered development environment acceissable from anywhere. This step is very important for the community of developers to share their feedback on this unique experience.   Visual studio online provides its own web-based editor, although, it can also work with Visual Studio Code via… Continue Reading Mahmoud M. AlSaadi’s...

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Creating a Workflow Approval for Purchase Orders
Nov03

Creating a Workflow Approval for Purchase Orders

One of the most common business requirements nowadays is to ensure that specific critical transactions in the company are reviewed and approved in the ERP system electronically, without the need to print and manually sign each paper. The paper-based approval system is becoming old fashioned and tradition as the business market evolve. In Dynamics 365 Business Central, workflow management is… Continue Reading Mahmoud M....

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Personalizing BC Role Center
Oct09

Personalizing BC Role Center

With the 2019 release wave 2, several valuable and exciting features have been added in different areas. There are several distinguished features related to the end user experience specifcally, now BC end users are empowered with smart tools to support their unique business needs. The “Personalize” action allows end users to define the user experience they need by simply moving, changing or… Continue Reading Mahmoud...

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Microsoft Dynamics GP Directory – One Consolidated View of GP Resources
Oct09

Microsoft Dynamics GP Directory – One Consolidated View of GP Resources

If you have not seen it yet, make sure to visit the Microsoft Dynamics GP Directory, which represents a one consolidated view of relevant documentation, videos, solutions to known issues, links to related resources, as well as community sites for implementing Microsoft Dynamics GP.It is provided by Microsoft to offer easy access to the vast resources of Dynamics GP, it is highly essential for… Continue Reading Mahmoud M....

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Dynamics GP 2019 is now Released
Oct09

Dynamics GP 2019 is now Released

It is now released, Microsoft Dynamics GP 2019 which moves the system to the modern product life cycle  “Beginning with the October 2019 release, Microsoft Dynamics GP follows the Modern Policy. The Modern Policy offers continuous support and servicing, including bug fixes, new features and the latest tax updates. Customers may stay current by taking at least one of the three yearly planned… Continue Reading Mahmoud...

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Microsoft Dynamics 365 Business Central 2019 Wave 2 Release is now Available
Oct02

Microsoft Dynamics 365 Business Central 2019 Wave 2 Release is now Available

It is official now, Microsoft Dynamics 365 Business Central 2019 Wave 2 release is now available. Make sure to get the latest and greatest feature from Dynamics 365 Business Central. The 2019 release wave 2 for Business Central delivers a wealth of new features and capabilities, described here in the Releas​e Notes​. On Premises 2019 Wave 2 Release can be downlaoded from Partner Source on… Continue Reading Mahmoud M....

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Application Enhancements in April 19 – Primary Ship to Address
Sep12

Application Enhancements in April 19 – Primary Ship to Address

One customer can have multiple ship to addresses in Dynamics 365 BC, although, it was not possible to specify a primary ship to address on the customer card which will automatically populate on the sales transactions. Now with the new release it is easy to fill out multiple ship to addresses to one customer and mark one as “Primary”. There were several third party prodcut by partners to fill… Continue Reading Mahmoud...

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Dynamics 365 Business Central Availability in the Middle East – Arab Countries
Sep11

Dynamics 365 Business Central Availability in the Middle East – Arab Countries

Several years ago, we have submitted a suggesstin to Microsoft through the old MS Connect portal ( whic is currently retired ) asking about the possibility of providing a Arabic language module for Dynamics NAV. It was possible for us to use the W1 version and sell Dynamics NAV to clients. Now with the release of Business Central, subscription for this Small to Meduim ERP system has not been… Continue Reading Mahmoud M....

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Application Enhancements in April 19 – Bulk Import Item Pictures
Sep02

Application Enhancements in April 19 – Bulk Import Item Pictures

In a previous NAV implementation with a client in the vehicle industry, inventory management in regards of SKUs definitions and characteristcs were a must as derived from the business needs. One of the most important requirements was to have item pictures attached to every SKU. The standard NAV functionality didn’t support bulk item pictures upload at that time, and we’ve had to develope a… Continue Reading Mahmoud...

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How to Show Only Vendor Items on Purchase Order !
Aug26

How to Show Only Vendor Items on Purchase Order !

It is a common business requirements that end user should only see the vendor items when creating a new purchase order, it is usually called a “Vendor Item Catalouge”. Consider an actual business scenario in which a company deals with 1000 vendors, and each vendor has a set of 100 items at least, it is quite challenging to pick only the vendor items on the purchase order. Even for small… Continue Reading Mahmoud M....

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Application Enhancements in April 19 – Merge Duplicate Customers, Vendors or Contacts
Aug22

Application Enhancements in April 19 – Merge Duplicate Customers, Vendors or Contacts

One of the most interesting features that was introduced recently is to merge duplicate records for; customers, vendors or contacts in Business Central. This feature was not available in Dynamics NAV, and it was widely reqeusted on Microsoft Ideas Merge Duplicates Permissions In order to be able to use the merge function, you need to have the “Merge Duplicates” permission set, which is… Continue Reading Mahmoud M....

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Application Enhancements in April 19 Release – Adding Multiple Items to a Sales or Purchase Document
Aug21

Application Enhancements in April 19 Release – Adding Multiple Items to a Sales or Purchase Document

With the new release of 365 Business Central, Microsoft introduced a new functionality which allows end user to add multiple items at once to the sales order. It is interesting how Microsoft products are sharing such creative ideas accross the different business solutions as this feature was presented initially in Dynamics AX, and now it is introducted in Business Central. Now on a sales or… Continue Reading Mahmoud M....

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Self Learning – Dynamics 365 Business Central
Aug21

Self Learning – Dynamics 365 Business Central

Dynamics 365 Business Central has always been an easy to use platform, end users can drive through the various rich functionality in a very streamlined way. Microsoft is continuously supporting the growth of Business central not only by providing rich functionality, wide business functions coverage and easy to use system, but also by supporting the product with a very big and comprehensive… Continue Reading Mahmoud M....

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Dynamics GP Support and Enhancement for Existing GP Clients – Free Assessment
May06

Dynamics GP Support and Enhancement for Existing GP Clients – Free Assessment

Throughout the previous years of implementing and supporting Dynamics GP, I have worked in several complex environments with quite complicated business needs, although, Dynamics GP has always proved how strong and powerful business solution it can be for small and medium sized companies. Dynamics GP has a long history not only as a financial but also as a management solution to automate and… Continue Reading Dynamics GP...

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Searching versus Filtering Data in Dynamics 365 Business Central
Dec16

Searching versus Filtering Data in Dynamics 365 Business Central

Working with huge data set in Dynamics 365 Business Central is highly important in order to be able to retrieve specific records, limit records to a specific item category, filter by any records that has an amount greater than or less than and many other empowerment tools that enables end users to smoothly and easily work on huge amount of data. On Dynamics 365 Business central list, there is… Continue Reading Mahmoud M....

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Dynamics GP 2018 R2 – Transaction Level Posting allows to Post “Through” General Ledger
Dec10

Dynamics GP 2018 R2 – Transaction Level Posting allows to Post “Through” General Ledger

This has always been a mystery to some clients, and a problem to multiple other clients, the fact that Dynamics GP prevents transaction level posting from posting “Through” general ledger is no longer true. With t the release of Dynamics GP 2018 R2, the system now allows end users to post transactions without a batch, although, it will post through GL rather than the need to post these… Continue Reading Mahmood...

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Dynamics GP 2018 R2 – HITB Include and Exclude Zero Quantity or Value
Dec10

Dynamics GP 2018 R2 – HITB Include and Exclude Zero Quantity or Value

With the release of Dynamics GP 2018 R2, several new features were introduced to the core functionality in the system. In this post, we will shed a light on an interesting feature provided for the inventory module in regards of the Historical Inventory Trial Balance. In previous posts, it has been thoroughly discussed that HITB usually encounters issues represented with zero quantity and… Continue Reading Mahmood M....

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Apply Payable Document Error
Nov19

Apply Payable Document Error

While applying a payment to a posted invoice in the payable module, an error pops up indicating that ” You can’t choose this document because it is part of a recovered batch or is still in the process of posting” as illustrated in the screen shot below.Resolution:Nothing exists in the batch recover, don’t waste time looking for any corrupted records there  This issue occurs due to having the…...

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Year End Closing – Query Timeout Expired Error | “The Stored Procedure glYearEndCloseMain”
Nov12

Year End Closing – Query Timeout Expired Error | “The Stored Procedure glYearEndCloseMain”

If you are performing the year end closing procedure and encountering the error ” Query Timeout Expired” specifically at step 3 out 7, then an error message popped up ” The stored procedure glYearEndCloseMain returned the following results DBMS … “, you need to know that the GL year end closing procedure has failed as it partially closed the year. Issue Diagnosis :When closing the year,…...

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Project Management and Accounting – Project Quotation
Nov11

Project Management and Accounting – Project Quotation

Dynamics AX ( 365 for Finance and Operations) provides a robust business process which covers all phases of the project life cycle starting from project initiation, execution and control. For each phase, the system provides a wide range of functionalities as derived from the international standards. In this post, we will shed a light at a certain functionality in the initialization phase of… Continue Reading Mahmoud M....

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Item Charges – Non Inventoriable Costs
Oct24

Item Charges – Non Inventoriable Costs

In a previous post of Dynamics NAV Essentials, we have shed a light on the item charges functionality in Dynamics NAV, it was precisely about the landed costs associated with the purchase order receiving, such as but not limited to: customs, freight, insurance, physical handling …etc. On the other hand, the item charges functionality provides further enhanced capabilities in order to track and… Continue Reading Mahmoud M....

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Management Reporter Crashing while Importing / Exporting Building Blocks
Oct04

Management Reporter Crashing while Importing / Exporting Building Blocks

When migrating reports from one management reporter server to another, the easiest way is to export the management reporter building blocks from the original management reporter server and import them into the new server. It is a straight forward method and it doesn’t seem to encounter much efforts theoretically. Although, when you have the management report crashes all of a sudden while… Continue Reading Mahmood M....

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Microsoft Dynamics GP 2018 R2 has been released
Oct03

Microsoft Dynamics GP 2018 R2 has been released

As promised, It has been recently announced that Microsoft Dynamics GP 2018 R2 is released with lots of new features. The GP team at Microsoft assured that Dynamics GP continues to deliver great added value to companies including existing and new customers Microsoft Dynamics GP 2018 R2 improves the core functionality of the system and introduces new enhancements to the system covering the… Continue Reading Mahmood M....

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Another Blog for Dynamcis GP and Power BI
Sep23

Another Blog for Dynamcis GP and Power BI

My colleague Omar Kloub from Dynamics Innovations Team has started his new blog on MS Dynamics GP and Power BI. You may expect interesting power BI dashboards for Dynamics GP and interesting features very soon.  Here is the link: MS Dynamics GP and Power BI       Best Regards, Mahmoud M. AlSaadi Continue Reading Mahmood M. Alsaadi’s Article on their blog

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Dynamis GP 2018 R2 – Upcoming Features
Sep19

Dynamis GP 2018 R2 – Upcoming Features

Microsoft is releasing Dynamics GP 2018 R2 in October, 1 2018. As usual, this release is providing further enhancements to the core functionality of the system with top features requested by the clients. Microsoft as recently provided a road map for Dynamics GP up until 2020 .  With every release of Dynamics GP, Microsoft team starts a feature series addressing the features to be introduced in… Continue Reading Mahmood M....

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Creating a New Company in Dynamics 365 Business Central
Sep13

Creating a New Company in Dynamics 365 Business Central

One of the most essential benefits of a cloud based ERP system is that it requires zero time to be install and can be setup and configured almost in a blink of an eye. In this post, we are going to demonstrate how easy it is to create and setup a new company on Dynamics 365 Business Central. Step 1 | While you are on the evaluation company, Cronus, click on the search function to search for… Continue Reading Mahmoud M....

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Financial Structure Series Part 5 – Financial Dimension Sets
Sep13

Financial Structure Series Part 5 – Financial Dimension Sets

In this post, which is the final in the financial structure series for Dynamics AX ( AKA 365 Finance and Operations), we are shedding a light on the importance of the financial dimension set which represents the essence of the whole financial structure illustrated throughout the previous posts. In the previous four articles, we have explained how to “build” the financial structure considering… Continue Reading...

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Inventory Reconcile to GL – Inventory HITB Report Missing Records
Sep10

Inventory Reconcile to GL – Inventory HITB Report Missing Records

When reconciling inventory module with the general ledger in Dynamics GP, the historical inventory trial balance represents the most powerful tool which is used primarily by GP end users. several previous posts were introduced on Dynamics GP Essentials as part of the Essentials Series . In this post, we are shedding a light on a specific support case related to missing records in the HITB… Continue Reading Mahmood M....

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Financial Structure Series Part 4 – Advanced Rule Structure
Sep06

Financial Structure Series Part 4 – Advanced Rule Structure

In the previous posts of the financial structure series, we have covered the basic components of the financial structure in Dynamics AX, represented with the financial dimensions, chart of account and account structure. The purpose of this article is to shed a light on another essential component of the financial structure which is the Advanced Rule Structure. Advanced rule structure allows… Continue Reading Mahmoud M....

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Payables Reconcile to GL is showing a variance while the PM HATB matches the GL TB
Sep06

Payables Reconcile to GL is showing a variance while the PM HATB matches the GL TB

The reconcile to GL utility in Dynamics GP provides a very effective tool to match the sub ledger with the general ledger module for the Bank, Inventory, AP and AR.  As known, there are primarily three parts of the reconcile to GL report which details the following:Matched TransactionsUnMatched Transactions Potentially Matched Transactions In a recent support case, one of the client report a… Continue Reading Mahmood M....

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Sales Transaction Entry Error- Your previous transaction-level posting session has not finished processing | Resolution Procedure
Sep06

Sales Transaction Entry Error- Your previous transaction-level posting session has not finished processing | Resolution Procedure

Date entry or posting interruption issues are usual for Dynamics GP Clients with unstable network, several common issues are received from clients such as; a batch which is marked for posting, edited by another user … etc. It has been almost a common sense to any GP Administrator that stable network for Dynamics GP is a “must” in order to ensure that no such issues arise. This is due to the… Continue Reading...

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Fixed Assets – Negative Net Book Value
Sep06

Fixed Assets – Negative Net Book Value

It’s occasionally encountered in Fixed Assets to see a negative net book value which is not quite logical since the Life to Date depreciation amount with the Remaining Appreciable amount should net to Zero. GP end users usually post questions on the Microsoft Dynamics GP Community about such cases almost every year especially when year end closing approaches. In this essence, the important… Continue Reading Mahmood M....

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Financial Structure Series Part 3 – Account Structures
Aug27

Financial Structure Series Part 3 – Account Structures

As we proceed with understanding the financial structure in Dynamics AX, as we have already covered both; chart of accounts and financial dimensions, this post will shed a light on the account structure concept in Dynamics AX. The account structure is basically the valid combination of main accounts and associated financial dimensions. What distinguishes Dynamics AX from other legacy ERP… Continue Reading Mahmoud M....

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Dynamics GP Roadmap up Until 2020 – Enhancements are to Come
Aug26

Dynamics GP Roadmap up Until 2020 – Enhancements are to Come

The GP Tech Conference has come to an end last week, lots of news have been introduced about the promising future of Dynamics GP, which includes the road map of the product, the promising enhancements to be introduced in the next release along with the Intelligent Edge.Microsoft has published the road map of the product  up until 2020 which promises Dynamics GP clients with promising and core… Continue Reading Mahmood M....

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Financial Structure Series Part 2 – Chart of Accounts
Aug16

Financial Structure Series Part 2 – Chart of Accounts

In the previous post of the financial structure series, Financial Dimensions has been been thoroughly illustrated along the three primary types. In this post, we will shed a light on another core component of the financial structure in Dynamics AX, which is the chart of accounts. COA is simply a list of all the main accounts, below is a representation of the financial structure as a whole The… Continue Reading Mahmoud M....

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Financial Structure Series Part 1 – Financial Dimensions
Aug14

Financial Structure Series Part 1 – Financial Dimensions

Traditional legacy systems used to have chart of account segmentation in order to report on the different business levels for financial purposes, which imposes limitations on the business to expand their data capturing effectively and simply result with poor financial design. The financial structure series for Dynamics AX ( 365 for Finance and Operations ) will illustrate the theoretical… Continue Reading Mahmoud M....

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How to Use “Record Permissions” in Dynamics NAV
Aug13

How to Use “Record Permissions” in Dynamics NAV

In a previous post on Dynamics NAV Essentials; understanding user setup and security, we have clarified how the security model is built and configured in Dynamics NAV. The following representation illustrated how users, user groups, permission sets and permission represent a comprehensive security model which allows the client to have full control over the system forms and associated… Continue Reading Mahmoud M. Alsaadi’s...

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Change Item Base Unit of Measurement
Aug09

Change Item Base Unit of Measurement

In a recent implementation of Dynamics NAV 2018, the client has requested to upload the master data from their old legacy ERP system. In the old ERP system, there were two unit of measurements which are: Each Piece Now logically speaking, both are just an identifier of one unit, regardless of the terminology used to describe this unit. Import occurred at the beginning of the year, and then… Continue Reading Mahmoud M....

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Dynamics GP – In Transit Documents and Reversal
Jun05

Dynamics GP – In Transit Documents and Reversal

In Transit transfer in Dynamics GP is a way to transfer items from one site to another via a specific site, though which laded cost functionality can be used in order to allocated further cost factors on the transferred items such as freight, shipping cost, packaging costs …etc. This functionality is quite effective in GP, and it might be used basically when products are shipped from one location to another via a vehicle or...

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Manufacturing Order Cost Distribution
May18

Manufacturing Order Cost Distribution

The following reports retrieves data from the manufacturing order closing file, it illustrates the following details for every single MO per item number: Material Cost Material Fixed Overhead Material Variable Overhead Labor Cost Labor Fixed Overhead Labor Variable Overhead Machine Machine Fixed Overhead Machine Variable Overhead Total MO cost SELECT ITEMNMBR,        DATEPART(yy, COMPLETECLOSEDATE)...

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Historical Inventory Aging Report – Finally !!
May13

Historical Inventory Aging Report – Finally !!

We have always received requests from clients about historical inventory aging report, unfortunately, this report is not available in the system as a standard report, and thus requires customizations. We’ve illustrated in a previous post on GPUG how to calculate the inventory turn over analysis as part of the inventory reporting. On this article, we will dig deeper into the aging report. Such… Continue Reading Mahmood M....

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Move AR Records from History to Open – Reversing Apply ( After Paid Transactions Removal )
Apr30

Move AR Records from History to Open – Reversing Apply ( After Paid Transactions Removal )

The apply process in Dynamics GP is different between the receivable and the payable modules, when payable transactions are fully applied they are “automatically” moved to history which means that the data is migrated from the open tables into the history tables. On the other hand, this is not the same behavior of the receivable module, in which fully applied documents are not moved to history… Continue Reading...

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