‘Edit in Excel’ Troubleshooting tips!

Here are some things you should know and look for if you’re experiencing problems with the ‘Edit in Excel’ feature. Some of these may be updated in the future to work differently. Things are constantly changing in the SaaS world! You must be on Office 2016 16.0.6868.2060 or later version of Excel. A partner cannot…

0

Are you still not upgraded Dynamics 365 Business Central?

The vast majority of upgrades to Dynamics 365 Business Central are completed.  If you are on a tenant that has not been upgraded yet it is because you have a V1 Extension installed that the developer has not provided an update for.  We cannot upgrade these tenants unless we either A: Uninstall the Extension.  B:…

0

Dynamics 365 Business Central data connector in Power BI

There is a new connector available in Power BI desktop that you can use to build reports for Dynamics 365 Business Central.  When you have Power BI desktop opened, navigate to: ‘Get Data’ ‘Online Services’ > ‘Microsoft Dynamics 365 Business Central’ As long as you are signed in with a user that has access to…

2

Error: You do not have permission to create or run scheduled tasks.

You may see this error when performing certain tasks within Dynamics 365 for Finance and Operations (Business Edition) if you are logged in with a Partner (Delegated Admin) account.  This is ‘by design’ as we do not want scheduled Jobs\Tasks being setup to run as a non-licensed user.  You should have a Fully Licensed user…

0

Columns appear to be missing from Dynamics 365 for Finance and Operations, Business Edition

After a recent update, users have noticed that columns that they had before are suddenly missing from pages like journals and posting setup. Columns like Debit Amount, Credit Amount, and Sales/Purchases Discount Accounts are marked as columns to display but they aren’t showing up in lists. To resolve these situations you can do the following:…


Using Web Services for reporting in Dynamics 365 for Financials

I’ve created a quick demonstration video on how you can use Web Services to build reports for Excel and Power BI. If you have any questions on where to find data head over to the community forums and ask – https://community.dynamics.com/business/f/758#pi53924=1

0

Creating a Sandbox Environment in Dynamics 365 for Financials and Operations, Business Edition

A sandbox environment (Preview) is a non-production instance of Financials. Isolated from production, a sandbox environment is the place to safely explore, learn, demo, develop, and test the service without the risk of affecting the data and settings of your production environment. Additional documentation regarding a sandbox environment can also be found here: https://docs.microsoft.com/en-us/dynamics365/financials/across-how-create-sandbox-environment To create…


Using EFT in Dynamics 365 for Financials

The ability to export payments to a bank file was added in the latest update for Dynamics 365 for Financials.  The documentation for this feature can be found HERE This blog is meant to supplement the available documentation and is not a complete walk-through.  Please note that you DO NOT need to have the ‘Bank Data…

0