[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:
A Shot of Business Central and A Beer Show Notes
Segment 1 – Beer Review
Arrogant Consortia Brewing Company: Arrogant Bastard Ale Beer
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
Installation
Step 1: In Notifications select Setup your first document, enter email address, choose logo, and which document you’d like to customize.
Step 2: Preview your current document
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
Next we want to delete the line that shows the Customer No. and click close.
Now let’s preview the document to make sure our changes worked
It worked!
Step 4: Now you have the option to edit a caption
Step 5: You can remove or add a field column in the lines
Step 6: You can display or remove the VAT specification
Step 7: You can customize the footer
Step 8: Now you can activate the report if you want to replace the document which is currently used.
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.
From Microsoft AppSource
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
BC Cloud only
Automatic “Payment Reconciliation Journal” entries: “Post Payments Only” “Post Payments & Reconcile Bank Account”
Banks: Chase, Wells Fargo, NC, US Bank, Bank of America, Keybank, BMO Harris, CIBC, Huntington, Northern Trust, Fifth Third, Suntrust, BB&T, Capital One, HSBC, JP Morgan, Paypal, Schwab, TD Ameritrade, plus others…
Closing Statement
Happy Holidays!