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[Podcast] Upgrading from NAV to Business Central - As told by the customer

Updated: Aug 16, 2021




Intro

Hello everyone and welcome to A Shot of Business Central and A Beer - Episode 8!


Today we have a special holiday edition of our podcast that includes our very first customer guest appearance. Jim Gio, Director of Management Information Systems for Triangle Package Machinery Company will join us and talk about upgrading from Dynamics NAV to Dynamics 365 Business Central. We'll also be reviewing some beer, sharing some new Business Central news, talking about the Document Customizer app, discussing the Envestnet Yodlee Bank Integration, and sharing some of our holiday traditions at the end.


Contents Section

  • Intro & Beer Review Segment: 0min 11sec

  • Shot of Business Central: 9min 07sec

  • Special Customer Guest: 15min 55sec

  • Business Central Featured App - Document Customizer: 41min 30sec

  • Business Central Feature - Envestnet Yodlee Bank Integration: 49min 25sec

  • Closing and Holiday Traditions: 56min 27sec





You can also listen to us on Findcourses.com or at:


Two Guys, Coffee & Business Podcast - Workplace Culture



A Shot of Business Central and A Beer Show Notes

Segment 1 – Beer Review


Arrogant Bastard Ale Beer Review

Arrogant Consortia Brewing Company: Hardcore, Heavy Metal type of a company. Actually, have a Metallica inspired beer called Enter Night.


Website seems to be inspired by some sort of Illuminati secret organization. It has a take on the Eye of Providence found on the back of the dollar bill. Very Interesting.


Arrogant Bastard Ale Beer: Released in 1997. According to the company’s website the best time to enjoy this beer is when it’s fresh, numbskull.


Has fairly good ratings on beer forums


  • Our Ratings: Ken = 85, Michael = 65, Jim = 85




Segment 2 – A Shot of Business Central Cloud

News

  • Cumulative Update 13 for Microsoft Dynamics 365 Business Central on-premises was released in November.

  • The Business Central learning catalog pages have been revamped. This is where you can find online training, in person workshops, and events for your role as a Business Central user or partner.



Segment 3 - Special Customer Guest: Jim Gio, Director of Management Information Systems at Triangle Package Machinery Company

Questions for Jim:

1. Tell us a little bit about yourself? Background, interesting experience?

2. What does Triangle Package Machinery do?

3. When Triangle implemented new software, why did was Dynamics NAV/BC chosen?

4. Why did you choose Solution Systems to help you implement and support your Dynamics environment?

5. What were some of the benefits realized once Dynamics was deployed at Triangle?

6. Why did you chose to upgrade (earlier this year) to BC?

7. What’s next? - Related to BC, what are your plans for the future? Are there any specific features you are excited about getting deployed?



Segment 4 – Business Central Feature App: Document Customizer

Why Document Customizer?

  • Many roles in your organization generate documents and most would like them to be customized. A Sales Rep may produce and Order Confirmation, a Warehouse Employee puts a delivery note in the box, and the Accountant produces an invoice for the customer and all of these people have different needs. How do you do this? Document Customizer lets you customize the standard document in Dynamics 365 Business Central any way that you want.

  • An example of this would be the Sales Rep wants master data on the item lines and a return policy on the invoice, and the Accountant wants payment terms in the footer of the invoice and payment info of specific customer.

Pros

  • Simple to install and easy to use. 8 easy steps and document is customized.

  • Pricing: One of the less expensive apps I’ve seen.

Cons

  • Can’t run initial setup from Document Customizer page in Business Central. Can only be run from notification bar on home page.

All-in-all it was a pretty easy setup and process to customizing documents. What I did was as basic a customization as you could do but I’m pretty confident that adding more customizations wouldn’t be too difficult.


Pricing


Business Central document customizer app pricing

Installation


Step 1: In Notifications select Setup your first document, enter email address, choose logo, and which document you’d like to customize.


Microsoft Dynamics 365 Business Central document customizer install guide

Step 2: Preview your current document


Microsoft Dynamics 365 Business Central Invoice

Step 3: Do we want to add or remove a field in the header? Let’s remove Customer No. (Here’s a video showing how to add or remove fields in the header)

First thing we need to do is click edit


Microsoft Dynamics 365 Business Central customer setup guide

Next we want to delete the line that shows the Customer No. and click close.


Microsoft Dynamics 365 Business Central edit header fields

Now let’s preview the document to make sure our changes worked


Microsoft Dynamics 365 Business Central Invoice Preview

It worked!


Step 4: Now you have the option to edit a caption


Microsoft Dynamics 365 Business Central document customizer setup guide

Step 5: You can remove or add a field column in the lines


Microsoft Dynamics 365 Business Central document customizer setup guide

Step 6: You can display or remove the VAT specification


Microsoft Dynamics 365 Business Central document customizer setup guide

Step 7: You can customize the footer


Microsoft Dynamics 365 Business Central document customizer setup guide

Step 8: Now you can activate the report if you want to replace the document which is currently used.


Microsoft Dynamics 365 Business Central document customizer setup guide

All-in-all it was a pretty easy setup and process to customizing documents. What I did was as basic a customization as you could do but I’m pretty confident that adding more customizations wouldn’t be too difficult.




Customize and layout your document in Microsoft Dynamics 365 Business Central in only minutes.


  • customize

  • documentsedit

  • any textinsert

  • data from any field

  • edit design and layout

  • manage language versions

  • create customer specific versions


Watch 66 detailed videos about Document Customizer on Usedynamics.com.



Segment 5 – Business Central Feature: Envestnet Yodlee Bank Integration

Dynamics 365 Business Central Electronic Banking


Closing Statement


Happy Holidays!


Do you have some questions regarding Microsoft Dynamics 365 Business Central? Let us know below or click here to schedule a time for us to call you!



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