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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

Hello everyone, my name is Ben Cole and this is my third video in a series of weekly tips for D365 Business Central. In this quick guide I’ll walk you through a simple, powerful way to import data into Microsoft Dynamics 365 Business Central: copying and pasting between Excel and any grid view in the system. This method is a fast alternative to configuration packages and the Edit in Excel feature, especially when you need a “quick and dirty” import for journals, sales documen

Hello everyone, my name is Ben Cole and this is my second video in a series of weekly tips for D365 Business Central. In this quick guide I’ll show you a simple but powerful feature that saves time and removes the need for doing math outside of the user interface: inline calculations inside the Business Central. Whether you're entering quantities, unit prices, discounts, etc. you can now do basic math directly in the fields in Business Central. Table of Contents Why inline ca

Hello everyone, my name is Ben Cole and this is my first video in a series of weekly tips for D365 Business Central. Today I want to share a quick shortcut that saves me time every single day: the Alt + Q search shortcut . We will additionally look at bookmarking pages so they show up on your Role Center. Table of Contents Why this shortcut matters How to use Alt + Q (step-by-step) Bookmarking pages for quick access Quick tip: Get to your Role Center with Alt + T Wrapping up

Learn how to save time while enhancing your daily workflows with date formulas in Microsoft Dynamics 365 Business Central. From repetitive sales documents to payment terms, effectively utilizing date formulas can substantially improve accuracy and efficiency within your system.

Learn how to import banking transactions in Microsoft Dynamics 365 Business Central from CSV files without direct online integration and be able to set up reusable import templates tailored to your bank's export format.

Microsoft has just announced an important update for all Dynamics 365 Business Central users: New pricing will go into effect on October 1, 2025. If you rely on Business Central to keep your operations running smoothly—or support clients who do—this is news you'll want to understand and prepare for.