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This is one of those Business Central features that looks small at first, and then you realize it can eliminate a bunch of monthly maintenance almost immediately. With the 2026 Wave 1 Spring release, Business Central now supports date formulas for allowed posting dates in both General Ledger Setup and User Setup. If you have been manually updating posting date ranges every month, this is the kind of improvement that makes you wonder why it did not exist years ago. The big win

If you have ever stopped and asked, Should I just copy this company, or do I actually need a sandbox? you are definitely not alone. This is one of the most common points of confusion for Business Central users and it has a larger impact than you would think. On the surface, both options can feel like a way to safely test things. However, they are not the same, and treating them like they are can create real production headaches. The short version is this: Copy Company creates

Here’s a practical, real‑world list of the most commonly used tables in Dynamics 365 Business Central, grouped by functional area. They are also great when you need to import data via Configuration Packages. For more information, grouped by category, see below: General Ledger Tables Sales Tables Purchasing Tables Here is a list of some of the most used tables I typically interact with. Want to know the Table Number for the current page? Try the Keyboard Shortcut CTRL + ALT +

Here’s a practical, real‑world list of the most commonly used General Ledger tables in Dynamics 365 Business Central, grouped by functional area. This is the set you’ll see constantly when working with journal entry processing, posting, reporting, integrations, APIs, and extensions. They are also great when you need to import data via Configuration Packages. 1️⃣ Core Configuration & Setup Table No. Table Name Purpose 15 G/L Account Chart of Accounts Master 98 General Ledger S

Here’s a practical, real‑world list of the most commonly used Purchasing tables in Dynamics 365 Business Central, grouped by functional area. This is the set you’ll see constantly when working with purchase order processing, posting, reporting, integrations, APIs, and extensions. They are also great when you need to import data via Configuration Packages. 1️⃣ Purchasing Master Data (Vendors & Setup) Table No. Table Name Purpose 23 Vendor Vendor Master 93 Vendor Posting Group

Here’s a practical, real‑world list of the most commonly used Sales tables in Dynamics 365 Business Central, grouped by functional area. This is the set you’ll see constantly when working with sales order processing, posting, reporting, integrations, APIs, and extensions. They are also great when you need to import data via Configuration Packages. 1️⃣ Sales Master Data (Customers & Setup) Table No. Table Name Purpose 18 Customer Core customer master record 92 Customer Posting

If you have ever had to tell a customer, “Sorry, we don't have that item,” you know how fast momentum can disappear. The lost sale is not the only impact. This can leave customers feeling frustrated and potentially impact future orders if you cannot get them what they need, and fast. This is exactly why item substitutions in D365 Business Central matter. Done right, you can offer an approved alternative instantly, avoid missed opportunities, and keep your customers shelves

If you need to see what’s happening behind the scenes on a Business Central page, the Page Inspection tool is the fastest way to look under the hood. It reveals the page and table you’re on, lets you search for specific fields and values, shows which extensions are interacting with the page, and exposes any active filters. All from a single, easy-to-open panel. For the full rundown, check out the YouTube Video and Blog Post below. Don't forget to subscribe so that you neve

If Business Central is running slow, try the Performance Profiler . It records what Business Central is doing during a user session and shows exactly where time is being spent. Down to the individual objects and extensions in action. In one real-world case a sales order took 15 seconds to open; the profiler revealed a custom PTE extension conflicting with base app routines. For the full rundown, check out the YouTube Video and Blog Post below. Don't forget to subscribe so t

This week I had my good friend, Brad Prendergast , join me to talk about keeping Business Central up to date. Whether you are installing ISV Apps , Developing your own PTEs, or just trying to stay current with your Business Central updates, we put our thinking caps on to help demystify the Business Central Admin Center . If you only leave with 1 learning from this blog post, it is to proactively monitor the admin center and keep your environments and apps up to date. Table of

A client needed updated banking information attached to every invoice that sends from Business Central. Manually attaching the same PDF to each outbound invoice felt inefficient, so I set up an automated solution using Email Scenario Attachments. The result: a banking PDF is now included automatically with every Sales Invoice that goes out. Table of Contents What this solves Where to find it Step-by-step: Add a standard attachment to a scenario Testing it Common uses and idea

Practical Steps to Close 2025 and Start 2026 Right A smooth Business Central Year End Close saves time, avoids surprises, and gives you clean opening balances for 2026. Below is a compact, practical checklist and step-by-step guide to close your accounting year and income statement correctly. Table of Contents Quick preparation checklist Close the accounting period for 2025 Close the income statement (move P&L to retained earnings) Post the generated entries Troubleshooting a

Filters are one of the simplest ways to cut through clutter and see just the data you need. Saved views in Business Central let you store those filters so you can switch to them instantly without no rebuilding the same criteria every time you login to Business Central. Below you will find a quick, practical guide to creating, accessing, and managing saved views, plus a few keyboard shortcuts to speed up your daily work. Table of Contents Why use saved views How to create a sa

Filtering is one of the simplest ways to get more done in Business Central. Applied across nearly every list view, filters let you narrow thousands of records down to the handful that matter. This guide covers fast keyboard shortcuts, manual filtering techniques, and a few practical tips to keep your lists clean and focused. For a more in depth look at Filtering, Sorting, and Search Data Lists, check out Microsoft Learn for more time saving tips. Table of Contents Why filter

My name is Ben Cole and this is my ninth video in a series of weekly tips for D365 Business Central. Report Layouts in Business Central is more than choosing a template. It is a layered system of repositories, global defaults, document-specific selections, and customer-level overrides that together control which report a user sees, prints, or emails. This guide walks through the key places to manage report layouts, what each setting controls, and practical tips for multi-comp

My name is Ben Cole, and this is my eighth video in a series of weekly tips for D365 Business Central. In this quick video, we will walk you through everything involved in sending emails out of D365 Business Central. Sending emails from Business Central can be simple or highly tailored depending on how you set it up. With the right configuration, you can control whether messages come from the person who clicks send, a shared team inbox, or a fixed SMTP address. That flexibili

Hello everyone, my name is Ben Cole and this is my seventh video in a series of weekly tips for D365 Business Central. In this quick video I will walk you through how to utilize Customer Templates in order to speed up data entry and improve accuracy when creating new customer records in Business Central. If you find yourself repeatedly entering the same data on certain fields over and over again, then this post is for you. We will explore how it works with customers in this

Hello everyone, my name is Ben Cole and this is my sixth video in a series of weekly tips for D365 Business Central. In this quick video I will walk you through the easiest way to update user permissions in bulk within D365 Business Central. This specifically focuses on a feature called Permission Sets by User . If you manage users in Dynamics 365 Business Central, the Permission Sets by User view is a simple but powerful way to assign permissions quickly and consistently. U

Hello everyone, my name is Ben Cole and this is my fifth video in a series of weekly tips for D365 Business Central. In this quick video I will walk you through one of my favorite D365 Business Central keyboard shortcuts , F8. A quick and easy way to copy data from the cell above. Table of Contents How to use the F8 shortcut Demo example When to use this shortcut Tips and best practices Common scenarios where F8 speeds things up FAQ Want more time-saving tips? How to use the

Hello everyone, my name is Ben Cole and this is my fourth video in a series of weekly tips for D365 Business Central. In this quick guide I’ll walk you through how to set up and use Recurring Sales Lines to speed up sales document entry in D365 Business Central. I’ll cover the setup, how to create templates on the customer card, the three application options (Manual / Automatic / Always Ask), and show the sales order demo so you can see these templates in action. Table of Co