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Showing posts from February, 2023

Sent Email History Made Easy: Tips for Business Central

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   Clients often ask how to view all sent emails from within Business Central. Dynamics 365 sends emails through the associated Outlook account, or the account set up in email scenarios, and these emails can be accessed in the sent mailbox of either account. However, clients may not always have access to these accounts to troubleshoot email issues or verify whether an email was sent. Fortunately, this can be resolved in Business Central with a few easy steps. To solve this problem, here are the steps to follow to grant permissions to view all sent emails in Business Central:    As an admin user, or by being granted permission to the table, search for "Email User Policies" inside Business Central.    Add the user who needs to view the emails and their policy by selecting "new" and a user from the available options.    Here are the options available:  View own emails: The user can view only their own email messages. View all emails: The user can view all email mess

Unlock your potential in the tech industry with the Microsoft Certified Trainer (MCT) certification program!

  The Microsoft Certified Trainer (MCT) certification program is a valuable opportunity for professionals in the tech industry. This certification recognizes trainers who provide Microsoft training courses and requires passing specific exams and demonstrating teaching skills. Once certified, MCTs gain exclusive access to training resources, benefits, and a global community of like-minded professionals.  Here's how obtaining MCT certification can benefit your career: * Leverage Your Current Skills and Knowledge : The MCT program allows you to leverage your existing skills and knowledge of Microsoft technologies, recognize your expertise, and enhance it by teaching others. * Establish a Positive Industry Reputation: Becoming an MCT can help you establish a positive reputation in the industry, supporting your profile to employers and peers that you have the required knowledge and expertise to train others. * Unlock New Career Opportunities : By becoming an MCT, you can open up new c

How to Edit Posted Documents in D365 BC: Quick and Easy Steps

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Editing a posted invoice document used to be a hassle. You had to develop a page or form and assign permissions to it, just to make a simple change. But, rejoice! Microsoft has now made it easy to edit your posted sales invoices in D365 BC. With just a few clicks, you can update your Posted Sales Invoices, Posted Purchase Invoices, Return Shipments, and Return Receipts. Here's how based on an example of editing Posted Sales Invoice: 1. Go to the search bar and type "Posted Sales Invoices". 2. Select the  "Update Document"  option in the  "Process"  button. 2. Select the "Update Document" option in the "Process" button. Edit the information on the new page that pops up and press "OK". For now three Payment fields are available for editing: 1. Payment Method Code 2. Payment Reference 3. Company Bank Account That's it! Your updated information will now be displayed on the Posted Sales Invoice Document. And that's no