Mar 27, 2019 - For the semiannual major upgrades, you will now have the option to schedule the upgrade for each Business Central environment on a date. How the Seattle Seahawks use data to win — on and off the field. Eviation unveils electric airplane and plans flight tests in central Washington state. Vice president of business strategy. Jun 29, 2018 - Also, in the utility line up are Account Schedules, a tool used directly inside the Business Central application for standard and custom financial.

• Business Central Schedule Field Hockey

A centralized administration hub is becoming more essential in the modern age. All companies and franchises can benefit from the features that Microsoft Dynamics 365 Business Central platform offers.

Whether your business is heavy on inventory or you are doing everything digitally with a focus on billable time and project management, it is right for you to know just what Dynamics 365 Business Central can bring you. One of the major benefits is service management.

High Level Service Management Functions in Business Central

Top companies in every industry place a preference on providing high quality customer service. Branding this customer service experience has become almost as important as having it, since word spreads much faster on the Internet about bad experiences.

Business Central Schedule Field Hockey

Scaling customer service can become quite a chore if you are trying to move from Excel sheets into a more sophisticated system. Unless the system is holistic, you may find yourself having to launch multiple platforms, jump through different systems and dig around for notes on cases. Fully integrated suites are the best type, with the main concern being that they are too expensive an upfront cost.

Business Central brings companies the best of all worlds – a holistic system with a high level of business intelligence features at a low cost. The learning curve is also quite achievable even for administrators who have been working with Excel and Access; these administrators should feel right at home with the most important parts of the system.

Dynamics 365 Business Central also allows a business to get out ahead of issues. For example, the platform can be easily used to send out six-month reminders to dental patients and to keep up with late payments from this same customer base. These may not seem like service features at first; however, when you think about how much time your in-house staff saves with these functions automated and organized, you really do start to see a real advantage in your schedule when the unexpected emergencies do occur and you have time to handle them.

Why Should You Care About Service Management?

Service is not a profit center for any company – its benefits are long term. The Service Management features in Business Central help ensure that your service costs are kept low to allow your business to prosper and grow for many years.

Dynamics 365 Business Central helps you align service related KPIs to your overall goals. Advantages here include the generation of profitable service contract agreements and opportunities to lower costs through preventive maintenance. Just as importantly, your company can monitor service expenses closely, lower those costs and fixate on the specific R&D to eliminate those product weaknesses in the future.

In many cases, improved service management leads to improved product quality and company branding. Business Central includes features that can help you improve time and field management through the mobilization of field service data entry. Better individual order planning and trend analysis reduces costs of service and motivates the company to study its own mistakes for increased profit in the future.

Regardless of industry, Microsoft Dynamics 365 Business Central provides the centralized and customizable platform that every business needs to compete in the modern business landscape. The user interface is flexible enough to scale a business end to end in the SMB spectrum – from microbusiness startup all the way to international supplier.

Save money by switching before June of 2019! Contact Crestwood at (866) 299-1001 or email us at [email protected] for more detailed information on discounted pricing for existing Microsoft customers!

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In another blog post, we demonstrate how to create a Revenue Finance Performance chart using the Cronus demo data in Microsoft Dynamics NAV. However, to create the chart, you need to have an existing Account Schedule from which to pull data. This blog post will demonstrate how the Cronus Revenue account schedule was set up so you can create your own revenue account schedule using your own G/L accounts.

NOTE: The scope of this blog is strictly for the Revenue account schedule that was used in the Finance Performance Chart blog. There is much more to Account Schedules in Microsoft Dynamics NAV that will not be covered here, so please contact ArcherPoint if you have other questions about Account Schedules.

Pull up the Account Schedules and click New.

Figure 1 – Account Schedules

Type in the Name and Description of the Account Schedule. In this case, Cronus named it Revenue. If desired, you can fill in a Default Column Layout and Analysis View. The Column Layout and Analysis View are separate setups that would need to be done as well. Then Click Edit Account Schedule.

Figure 2 – Name Account Schedule and click Edit Account Schedule

From the Edit Account Schedule screen, you can determine what you want your account schedule to consist of. Below, we will show the relevance of the different fields for our Revenue Account Schedule.

Figure 3 – Edit Account Schedule screen

Description: This column of fields is, as you would guess, just a description. In this particular case, the Revenue description is being used as a title should you run any reports off of this account schedule.

Bold: This field allows you to bold any descriptions on the Account Schedule should you run a report off of it.

Row No: This field is not required but can be filled in order to use those rows for formulas. In this particular account schedule example, although the row numbers are filled in, they are not being used in a formula in the account schedule but are available for future use.

Totaling Type: This column determines the type of field the next column (Totaling) is. Posting Accounts populates by default and is sufficient for this account schedule example as our data is being pulled off of the G/L accounts. Other options include Total Accounts, Formula, Cost Type, etc. See Figure 4 for all options.

Figure 4 – Totaling Type options

Totaling: This column is the information being used for our Finance Performance Chart. In this particular case, 44100 is the G/L account number for Sales, Retail – Dom in the Cronus chart of accounts.

Show Opposite Sign: This allows the information to display in opposite sign. In NAV, debit amounts are displayed as positive numbers and credit amounts displayed as negative. Sales are posted as credit amounts, so they would display as negative numbers, which would make our Revenue Chart look weird. Show Opposite Sign is checked so on our chart they will display as positive numbers.

Analysis View: These three columns are Dimensions. The labels of these columns are determined by the setup on the Analysis View. We will not go into detail about the Analysis view as it is beyond the scope of this blog. Refer to Figure 5 to see where the Dimensions were determined. Up to 4 Dimensions can be set up.

Figure 5 – Analysis view

Area Code Totaling (Dimension 1 Code): As mentioned above, this field is dependent on what Dimension was set up. In this case, the Revenue account schedule is using this field to filter on the Area dimension codes. See Figure 6 for the Dimension Value List.

Figure 6 – Dimension Value List

That is the setup for our Revenue Account Schedule that was used by the Finance Performance Chart blog. Once you have this in place, you’re ready to set up your Finance Performance chart. If you have any questions, please contact ArcherPoint.

Do you have questions about other functionality in Dynamics NAV? Contact ArcherPoint; we’ll be happy to help you find the answers.

For more step-by-step instructions on how to perform specific tasks in Microsoft Dynamics NAV, see our collection of How-To blogs.