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BC Tip #22 - Changes to the Business Central Admin Center: Updating and Installing Extensions
Just when it feels like you know exactly where everything lives in Business Central, Microsoft moves it around. A recent change to the Business Central Admin Center has made the App Updates page look a little different, particularly when it comes to finding available app updates. The good news is that the update functionality is still there. It is simply displayed differently now. If you manage Business Central environments, this is one of those small navigation changes that

Ben Cole
Aug 254 min read


BC Tip #21 - Field Monitoring for D365 Business Central
Most Business Central users are already familiar with change logs. Think of these as a security camera. Monitoring the activity (assuming someone is watching). Field Monitoring takes that idea a step further. Instead of checking a log after the fact, you can choose the specific fields that matter most and receive an email as soon as one changes. Think of these as the alarm system. That makes Field Monitoring a simple, practical way to take a more proactive approach to data ch

Ben Cole
Jul 285 min read


BC Tip #20 - Prevent Duplicate Vendor Invoices in Business Central
The only thing worse than paying vendors is paying the same invoice twice. If you work in Accounts Payable inside Dynamics 365 Business Central, there is one small setting that can save you from a very expensive mistake. It lives in Purchases & Payables Setup, and it is called External Document Number Mandatory. It is one checkbox, but it adds a real layer of protection against duplicate vendor invoices. Let's dive in. Table of Contents Why this setting matters Where to find

Ben Cole
Jun 225 min read


BC Tip #19 - Date Formulas for Posting Ranges in Business Central
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

Ben Cole
Jun 16 min read


BC Tip #18 - Copy Company vs. Creating Sandbox in Business Central
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

Ben Cole
Apr 228 min read


Business Central Table List
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 +

Ben Cole
Apr 93 min read


General Ledger Tables
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

Ben Cole
Apr 82 min read


Purchasing Tables
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

Ben Cole
Apr 23 min read


Sales Tables
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

Ben Cole
Apr 23 min read


BC Tip #17 - Item Substitutions in Business Central
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

Ben Cole
Mar 224 min read


BC Tip #16 - Page Inspection for D365 Business Central
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

Ben Cole
Mar 44 min read


BC Tip #15 - The Performance Profiler in Business Central
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

Ben Cole
Feb 244 min read


BC Tip #14 - Keeping Business Central up to Date
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

Ben Cole
Feb 224 min read


BC Tip #13 - Email Scenario Attachments
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

Ben Cole
Jan 264 min read


BC Tip #12 - Year End Close
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

Ben Cole
Jan 194 min read


BC Tip #11 - Saved Views
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

Ben Cole
Dec 22, 20254 min read


BC Tip #10 - Filters and Filter Shortcuts
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

Ben Cole
Dec 15, 20255 min read


BC Tip #9 - Report Layout Options and Setups Explained
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

Ben Cole
Nov 25, 20256 min read


BC Tip #8 - Email Setup and Scenarios
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

Ben Cole
Nov 17, 20254 min read


BC Tip #7 - Customer Templates
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

Ben Cole
Nov 10, 20254 min read
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