Dynamics Power Play Posts

Business Central

Business Central Relationship Management: When BC CRM Is Enough and When You Need Dynamics 365 Sales
ByStephanie E. Clark March 5, 2026March 9, 2026
Business Central Relationship Management: When BC CRM Is Enough — and When You Need Dynamics 365 Sales Quick Answer: What Is Business Central Relationship Management and How Does It Compare to Dynamics 365 Sales? Business Central relationship management provides contact management, structured qualification using questionnaires, opportunity tracking, sales cycles, interaction history, and probability-based forecasting. It…
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Business Central | Inventory Management

The Power of Accurate Landed Costs in Business Central: How Precision Drives Profitability
ByStephanie E. Clark December 10, 2025December 10, 2025
What is landed cost in Business Central?Landed cost represents the true cost of getting a product into your warehouse — including purchase price, freight, tariffs, duties, insurance, and handling fees. In Microsoft Dynamics 365 Business Central, you can record these costs using item charges to ensure your inventory and profit margins reflect reality, not rough…
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Business Central

Alternative Posting Groups in Business Central: Flexibility with Controls
ByStephanie E. Clark December 2, 2025December 2, 2025
Quick Answer: Alternative Posting Groups in Business Central—sometimes labeled as Allow Multiple Posting Groups or Alternative Groups—give accounting teams a safe and flexible way to change the customer or vendor posting group directly on a document or journal. Instead of relying on duplicate master data or manual reclassifications, Business Central lets you choose an approved…
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Business Central

Item Categories and Item Attributes in Business Central: What You Need to Know
ByStephanie E. Clark September 30, 2025September 30, 2025
In modern inventory/product management, being able to classify and enrich your items with meaningful metadata is critical. Dynamics 365 Business Central gives you two key tools to do that: Item Categories and Item Attributes. Categories give your items structure through hierarchies, while attributes add flexible details like color, size, or material. Together, they improve search,…
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Uncategorized

The Payment Reconciliation Journal in Business Central: bank rules—only smarter
ByStephanie E. Clark August 19, 2025August 19, 2025
If you’ve ever heard “QuickBooks bank rules are easier,” this one’s for you. Microsoft Dynamics 365 Business Central’s Payment Reconciliation Journal (PRJ) quietly does the heavy lifting: importing bank/credit-card lines, auto-matching payments, proposing coding with rules, and helping you reconcile—often in one sitting. And with Map Text to Account, you get the same “map by…
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Uncategorized

Mastering Recurring Journals in Business Central: Save Time, Reduce Errors, and Keep Your Books Clean
ByStephanie E. Clark August 4, 2025August 4, 2025
Let’s be honest—no one gets into accounting for the thrill of entering the same journal lines every single month. Whether it’s prepaid expenses, accruals, amortization, or allocating office rent across departments, recurring entries are the financial equivalent of “Ctrl+C, Ctrl+V.” But in Business Central, recurring journals offer a smart, scalable way to automate these routine…
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Mastering Date Formulas in Business Central: The Secret Weapon for Smarter Filters and Scheduling
ByStephanie E. Clark July 31, 2025August 1, 2025
If you’ve ever filtered a report, set up a recurring journal, or defined a payment term in Business Central, you’ve probably stumbled across date formulas. And if you’re like most users, you might have squinted at the field, muttered something about cryptic codes, and hit Enter anyway—hoping for the best. Let’s change that. In this…
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Business Central | Dimensions

Dimensions Part 3: Using Dimensions on Financial Statements in Business Central
ByStephanie E. Clark July 28, 2025July 28, 2025
Dimensions and Financial Reporting: Where the Power Really Starts Business Central’s dimension framework is a powerful tool—but nowhere is its value more obvious than in financial reporting. Over the next couple of posts, we’ll explore reporting with Dimensions to wrap up our Dimension series. Once you’ve set up dimensions properly and consistently applied them to…
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Business Central | Inventory Management | Tips and Tricks

Inventory Periods in Business Central: The One Setting That Can Save Your Month-End Close
ByStephanie E. Clark June 30, 2025June 30, 2025
Inventory periods in Business Central aren’t just a nice-to-have—they’re a must if you want clean financials and a stress-free month-end close. In this article, I break down what inventory periods actually do, how to set them up, and why skipping them often leads to costing chaos. If you’re still leaving periods open, it might be time to rethink your approach.
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Business Central | Dimensions

Part 3: Mastering Correcting Dimensions in Business Central for Accurate Financials
ByStephanie E. Clark June 17, 2025June 17, 2025
Welcome back to our Dynamics Power Play series on dimensions in Microsoft Dynamics 365 Business Central! In Part 1, we covered common myths associated with dimensions in Business central. In Part 2, we addressed all the tools available for controlling and managing dimensions. Today, in Part 3, we’re diving deep into correcting dimensions in Business…
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