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Dynamics 365 Business Central: How to use standard customerPayment API to get customer payments (customerPayments/customerPaymentsJournals APIs returns empty records)

Today I would like to talk about how to use standard customerPayment API to get customer payments in Business Central. Source : Dynamics 365 Lab Read more...

13 June 2024

Dynamics NAV & BC Tips & tricks

Customer Ledger Entries in Business Central

I published recently a blog/video combo on cash flow for businesses using Business Central, where I highlighted a few customer’ statistics you can find on Customer Card. In this blog, I wanted to expand on Customer transactions, by analyzing Customer Ledger Entries. Source : Business Central…

14 March 2024

Dynamics NAV & BC Tips & tricks

How to: Dynamics 365 Business Central: Set Up Customer Templates

Business Central’s Customer Templates is an excellent productivity tool that can save you time. This feature is particularly useful in standardizing information in Invoicing and Payments when creating new Customer records. With Customer Templates, you can easily store standard information about different customer types, such as…

17 November 2023

Dynamics NAV & BC Tips & tricks

Dynamics 365 Business Central: How to add multiple email addresses to a customer/vendor/contact

Today I would like to share another mini tip about Business Central, how to add multiple email addresses to a customer/vendor/contact. Recently I’ve accidentally realized that some people don’t know how to add multiple email addresses. So in this post, I’m sharing it briefly. Source :…

31 August 2023

Dynamics NAV & BC Tips & tricks

Dynamics 365 Business Central: Automatically create a new customer when receiving an email via Power Automate (No customization)

Today I would like to talk about an interesting topic, how to automatically create a customer in Business Central when you receive an email. I was asked this question on Linkedin yesterday and my first thought was that this should be possible if the email format…

15 August 2023

Dynamics NAV & BC Tips & tricks

Dynamics 365 Business Central: Import Multiple Customer Pictures (Customization)

Today I would like to briefly discuss a specific requirement, how to import multiple customer pictures. This was a question from a partner last week. As you might know, on the Customer Card page, we can add a picture for a signle customer, but as of…

25 July 2023

Dynamics NAV & BC Tips & tricks

Dynamics 365 Business Central: How to use Standard/Custom API Bound Actions

In Standard API for Dynamics 365 Business Central SaaS (Get, Post, Patch, Delete and Basic query parameters – filter, orderby, select…), we discussed four basic operations (Read, Create, , Update, Delete) in the APIs. If we need to call custom code or specific actions like posting…

29 June 2023