Intro Hello everyone and welcome to A Double Shot of Business Central and A Beer - Episode 6! We’re going to be reviewing some beer, discussing Cash Flow forecasting with Cortana Intelligence, talking about a search and replace app, and we’ll have our Stump Ken question at the end. Now we know everyone loves our Beer Review segment but before we get to the beer we just wanted to let everyone know that BCUG is coming up and that Ken will be leading a session there. The session is called Business Central Cloud or On Premise: Differences in These 2 Dynamics Flavors. Now on to the Beer! Contents Section Beer Review Segment: 3min 21sec 1st Shot of Business Central - Cloud Segment: 4min 42sec 2nd Shot of Business Central - On-Premise: 15min 30sec Business Central Feature - Cash Flow Forecasting with Cortana Intelligence: 30min 34sec Business Central Feature - Team Users: 40min 30sec Business Central Apps Segment - Search and Replace: 45min 9sec Stump Ken Segment: 52min 31sec

Solution Systems, Inc.: [Podcast] Coffee Talk With Solution Systems

A Shot of Business Central and A Beer - Episode 6

CONTENTS SECTION - Beer Review Segment: 32 second mark - A Shot of Business Central Segment: 7 minute 42 seconds mark - Business Central Feature - Assembly vs Manufacturing Segment: 24 minute 08 seconds mark - Business Central Apps Segment - Payroll Solutions: 44 minute 14 seconds mark - Stump Ken Question Segment: 50 minute 35 seconds mark Segment 1 – Craft Beer Beer: OHH-MEGA Haze BrickStone Brewery – Bourbonnais, IL Hazy, New England, IPA Creative collaboration with the Omega Yeast Crew. Brewed with heavy oats and Omega KVEIK yeast, then double dry hopped with Cryo Citra and Mosaic. Beer Reviews: Ken = 90 rating, Michael = 86 rating Segment 2 – A Shot of Business Central with Ken Sebahar Cumulative Update 10 for Microsoft Dynamics 365 Business Central on-premises released. Multiple windows release in October version. Segment 3 – Business Central Feature: Assembly Orders Vs Production Orders (Manufacturing) Production Orders and Assembly Orders are internal orders About Production Orders (Job or Work Orders) Production orders are used to manage the conversion of purchased materials into manufactured items. Production orders route work through various work or machine centers (facilities) on the shop floor. Before proceeding with production, most companies perform supply planning, typically once a week, to calculate how many production orders and purchase orders to execute to fulfill that week’s sales demand. Purchase orders supply the components that are required according to the production BOM to produce the end items. About Assemble to Order An assembly BOM defines which items and resources are required to assemble the parent item. A resource cannot be a machine or work center. You do not need to have a resource defined, meaning the assembly BOM will simply contain a list of sub-components. If a customer requests a slightly different version of an item, you have the flexibility to modify the assembly order on a per-sales order basis. This is a good option if you only need to plan for the combination of simple components, without the need for manufacturing. You typically use assemble to order for items that you do not want to stock because you expect to customize them to customer requests or because you want to minimize the inventory carrying cost. Segment 4 – Featured Business Central Apps: Expense Reporting Continia Expense Management 365 Zetadocs Expenses OmniFY Expense Reports Segment 5 - Stump Ken Question

S4E5 A Shot of Business Central and A Beer

Intro • Hello Friends! Welcome to the show. This episode of A Shot of Business Central and A Beer Podcast is brought to you by Magnum, B.I. – Magnum, B.I. has teamed with Solution Systems who is a Microsoft Gold Enterprise Resource Planning, Silver Small and Midmarket Cloud Solutions, and Silver ISV Partner to bring your data to life and solve your issues with Microsoft Power BI. This podcast is also brought you by Solution Systems IT Department, who can in only one half hour, make your Office 365 more secure by configuring your Activity Alerts. Where else can you make your Office 365 more secure in only a half hour? With all of the issues today with Ransomware and other cybersecurity attacks it just makes sense to be as secure as possible within the digital world. • The segments for today’s podcast start at the following times: Segment 1, Beer Reviews is at the 59 second mark. Segment 2, A Shot of Business Central is around the 8 minute 51 second mark. The Stump Ken Question is around the 28 minute 48 second mark. Segment 3, The Business Central Feature of Built in CRM Capabilities is around the 30 minute and 42 second mark. And Segment 4, Business Central Apps, Payroll Solutions is at the 47 minute 43 second mark.

S4E4 A Shot of Business Central and A Beer

In today’s podcast we’ve got some breaking news regarding the October 2019 release of Business Central that we want to talk about and we’ll be reviewing Leinenkugel beer. Also, our listenership is growing and as you know we’re working hard to continually improve this podcast. This week we’re going to introduce a contents section in the beginning of each podcast. In the contents section we’ll tell you the name and exact time that each section starts. This way you save time by only listen to what you want to listen to. Contents Section Beer Review: 1 minute 28 seconds A Shot of Business Central: 17 minutes 22 seconds Business Central Features: 28 minutes 26 seconds Business Central Feature Spotlight: 36 minutes 19 seconds Business Central Featured App: 43 minutes 25 seconds Segment 1 – Beer Overview - Leinenkugel’s Beer Stump Ken question from Episode 1: If a customer database gets corrupted due to back processing, etc. can they request a backup from Microsoft? Yes, under exceptional cases, Microsoft has the ability to revert back to a previous backup/copy of a client’s BC database. Any data since that point of last backup would be lost. Nightly? Intra-day backup available perhaps. New feature in the Fall 2019 release, customer can request a backup copy of their database. Segment 2 – A Shot of Business Central with Ken Sebahar What’s New in Business Central October 2019 Overview Segment 3 – Business Central Features: Favorite new features of the upcoming 2019 Release Wave 2 Michael Add links to your navigation menu - Bookmark a link to any page in Business Central, and add the link to the navigation menu of your Home page. Ability to download a database backup file - In the Business Central Administration Center, tenant administrators can create and download a database backup for each environment for that tenant. Why are they doing this? Certain countries require that businesses have access to their data files. Which is required by their law. Switch between companies in your Business Inbox in Outlook - Many businesses use multiple companies in Business Central, and users also want to be able to switch between companies in their Business Inbox in Outlook. With the ability to quickly switch company, users save time and feel more productive. Ken Application: Carry the line Descriptions to the G/L Entries Lifecycle Mgmt - Primary: new option to report production outage in the BC Admin Center. For Partners to use. Answer questions, prioritize situation appropriately Alternative: request backup of database from Microsoft - Import it into a local database. Country requirements that require that businesses be able to have access to the data files. Modern Client: Customize a profile without writing code - Saving/personalizing List Views. Personalize Role Center/pages for a group of users (previously called Configuration in NAV). Filtering option fields by multiple values. Adjusting the width of columns is easier. Add Notes and Links to data. Modern Developer Tools: Base Application delivered as AL applications (no developer environment) - This is the most newsworthy. Service Fundamentals. New support request for partners for their BC clients Segment 4 – Business Central Feature Spotlight Open and Edit in Excel Segment 5 - Featured Business Central Apps: Clever Document Links

[Podcast] A Shot of Business Central and A Beer - Episode 3

This week we're talking craft beer, Business Central May 2019 updates, Business Central data migration options, the new Business Central feature allowing you to merge customers and vendors, and commission apps. Show Notes Segment 1 - Craft Beer New Belgium Brewing Fat Tire Beer Pilsner Segment 2 - What's New in Business Central for May 2019 Dynamics 365 Business Central Team Members Based on partner feedback, the Dynamics NAV to Dynamics 365 Business Central on-premises Full user ratio of 1:2 is increasing to 1:3. This change will come into effect on May 15, 2019. Each Dynamics NAV Full user licensed before May 1, 2019, will receive three Dynamics 365 Business Central on-premises Essentials or three Dynamics 365 Business Central on-premises Premium users. Each Dynamics NAV Limited Concurrent User Client Access License (CAL) licensed before May 1, 2019 will receive three Dynamics 365 Business Central on-premises Team Members users. Dynamics 365 Business Central External Accountant and System Administrator User Business Central on-premises customer licenses have been updated to include, at no charge, one CAL for an External Accounting User and one CAL for a System Administrator User. Segment 3 - Special Segment: Business Central Data Migration Options RapidStart Data Configuration Packages (user-based tools to Import/export data) Pros: • User-based, no development or Extensions required • Very easy to tailor to any file format using Excel and user interface from within the Business Central environment. • Auto-applies all standard BC record and system validations (date formats, code field validations, etc.) Cons: • Import of large data sets may take longer than ideal • No business logic can be included to determine how to handle data (multiple tables, if/then/else statements during the import) Sample use cases: • Customers • Ship-to Addresses • Vendors • Items (?) • On-hand inventory • Outstanding Receivables • Outstanding Payables • Monthly G/L history (summarized net change entry per month) XML Ports (available as a custom Extension to be developed and deployed within a Business Central environment) Pros: • Useful for very large data sets due to efficiency of processing XML Ports • Useful for when business logic is needed when data is imported into BC • Useful for when a repeatable process is required for multiple import runs (test runs or importing data multiple time for whatever reason) Cons: • Requires a developer to: o Build an Extension, so time/investment required o Edit the format or business logic Sample use cases: • Detailed historical G/L Entry records • Posted Sales Invoice history (insert into both header and line type records using a complex import file format) Segment 4 - Business Central Feature Spotlight: Merge Customers and Merge Vendors • Feature: Merge Customers/Vendors • Version: Added with the Spring 2019 Release of Business Central • Overview: This new feature allows the user to merge two existing Customer records together or merge two existing Vendor records together. This can be useful when two existing customers or vendors merge with one another, or when a user sets up a new record for an existing customer or vendor because they didn’t know they already exist in the system, and then creates and/or posts transactions against this new customer. Prior to this feature, there was no way to merge existing records, particularly due to all of the related data that would also have to be moved including posted invoices, credit memos, ledger entries, comments, prices, cross-references, ledger entries. • Functionality: o Navigate to the customer you would like to continue to maintain in Business Central o Select More Options  Actions  Functions  Merge With… o Populate the “Merge With…” field o Review the fields to be applied and confirm if any fields on the current customer should be overridden by the field contents from the customer that is to be merged. o Review/confirm related tables to be merged. o Select “Merge”. o Results:  The merged customer/vendor record is no longer on the Customer/Vendor List.  All data has been merged together.

S4E2 A Shot of Business Central and A Beer

Welcome to the pilot podcast of A Shot of Business Central and A Beer! We've completely revamped our previous podcast to make this podcast more entertaining and informative for you the listener. New segments include a craft beer discussion, a shot of Business Central, a spotlight of a Business Central feature, and a featured app. SHOW NOTES Intro 3 Floyds Brewing Co. - Zombie Dust Solution Systems Microsoft Dynamics 365 Business Central What's New in Business Central Testimonials Directions 2019 Attendee Count – 905+ Dynamic users – 3.3 Million Dynamic Customers – 223,000+ 350+ New features in April Release 300+ Apps available in Appsource Dynamics 365 growth 51% compared to 24% for all others Rapid Start 2x faster in April release The sandbox will soon allow you to have all data, extensions and add-ons included when created In June we will receive the first draft of release notes for the October Business Central release October release will only have modern client The October release will work to improve performance and user proficiency (Desktop Productivity, Data Entry speed) Certification exams to return in 2020 Heavy investments by Microsoft in the Power Platform (Power BI, Power Apps and Microsoft Flow) Business Central Feature Spotlight Outlook Integration Business Central Support Featured Business Central App Microsoft Pay Chargelogic Century Business Solutions

[Podcast] A Shot of Business Central and a Beer Pilot Show S4E1

Microsoft Power BI is a wonderful and easy tool to use to create stunning visualizations from your data. In this podcast, we'll show you just how easy it is to make your data dance through visualizations. Show Notes How to Get Data Different Options Excel Example Slicers What is it? A slicer can be shown from one of various types Different Visualizations What are the different types (Show Page with them listed) How to Change Colors How to add your logo How to publish How to make dashboard How to edit mobile view

Make That Power BI Data Dance

An Overview of Cloud Business Central’s April 2019 Major Update Release Business Central General Overview of Update Performance, reliability, and scalability enhancements Data and AI Business Central - What’s new and what’s planned Disclaimer: these features are set to be released between April and September 2019. New Features Learn more here Productivity enhancements for business users features. • Application enhancements • List views • Rich notes and links • Document focus mode • Work date indicator • Context or system indicator • Quick Entry • New keyboard shortcuts • Autosave indicator • Improvements to scrolling in lists • Improved contextual search experience • Improved all-product navigation • Personalization enhancements Self-help and support • Simplified Help and Support Experience • Page inspection Productivity enhancements for administrators • Hardening the integration between Business Central and Dynamics 365 for Sales • Enhancements for application lifecycle management • Enhancements to the intelligent cloud for Dynamics SMB and Dynamics 365 Business Central

An Overview of Cloud Business Central's April 2019 Major Update Release

Today we're interviewing Ken Sebahar. Ken is a Microsoft Dynamics ERP Specialist who has 17 years of experience in all the facets of such products as Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central Show Notes Introductions/ERP: • How did you get involved/started in the business software industry? • What is ERP? • Why would a company switch ERP Systems? o Top reasons you’ve seen o Follow up question: what are some of the top reasons people have switched to NAV • How does a business get the most value out of their ERP solution? Cloud and ERP: • How has the Cloud impacted ERP over the past 5-10 years? Will on premise ERP systems be a thing of the past in 5-10 years? • There’s a lot of talk about multi-tenant environments now. What is meant by that? • Is the Cloud having a positive impact on ERP? • What are your thoughts on the future of the Cloud in the ERP space? Dynamics NAV/Business Central: • What is Dynamics NAV? What is Dynamics Business Central? • Why use Dynamics NAV/Business Central? • Are licensing and pricing the same for these solutions? • How would someone pick between these two solutions? • How will these solutions help a company grow or be more profitable? • What are your favorite bells and whistles? • Do you have a favorite Dynamics NAV/Business Central add on solutions? Are there any necessary extensions you recommend? • There are many Microsoft Partners out there. Why would someone choose to work with one Microsoft partner over another on their Dynamics NAV or Business Central implementation? • For a company just beginning to use NAV, what is one tip you would give to… o A typical end-user o The Controller or Accounting Manager o The Sales or Customer Service Manager o The Inventory/Warehouse Manager o The Manufacturing or Service Manager o The IT/ERP Manager Wrap-up: • Will artificial intelligence eventually be performing such tasks as ordering, quality control, etc. • Will robots take over the world? • Who will win a championship first – Bears or White Sox?

Everything ERP for an SMB, with specialist Ken Sebahar

This podcast is a must for someone using Microsoft Dynamics NAV or Microsoft Dynamics 365 Business Central. We'll be exploring must have resources, unknown features, and the importance of the Enhancement Plan. Show Notes Business Central, NAV, CRM, etc. SSI’s website SSI’s useful resources page: https://www.solsyst.com/useful-resources Videos, PDF, White Papers, etc. Webinars Blog Posts SSI’s Online University Training Videos Business Central Business Central Video Resources Introduction to Microsoft Dynamics 365 Business Central What the Microsoft Dynamics 365 Business Central Team likes about it Dynamics 365 Business Central Spring 2018 Release Video Get Started with Business Central Business Central Training Videos Business Central Document Resources Business Central Capabilities Guide Dynamics 365 October 2018 Release Notes (begins on page 119) Business Central Web Resources Business Central Homepage Product Suggestions Upgrade to Business Central from QuickBooks Solution Systems Business Central Homepage Dynamics NAV Microsoft CustomerSource A complete guide to everything Microsoft Dynamics. Videos, links, training documents, product information, etc. Microsoft Dynamics NAV Blogs Learn about updates, planned releases, quick tips, etc. NAVUG – Dynamics NAV User Group – A user-led, user driven community of 19,000 Microsoft Dynamics NAV Users. Proven to help Dynamics NAV users achieve higher satisfaction with their Dynamics product through education, networking, and events through this join community. Microsoft Dynamics NAV 2017 Resource Guide – Enhance the power of your Microsoft Dynamics NAV with add-ons tailored to your business. Whether you need warehouse, tax solutions, or payment options, this guide shows you some of the most popular Dynamics NAV add-ons solutions used by businesses just like yours. Exciting Features Artificial Intelligence Business Central has built-in intelligence to save you time and effort and keep an eye on patterns and changes in your business. The smart analytics feature in Power BI is just one example. Business Central also notifies you of actions you may want to tack onto tasks you’re currently completing. If you’re creating a PO to reorder a product from a vendor, Business Central will notify you of other low-inventory items from the same vendor so you can add them to the PO. The AI can also streamline tasks and reduce data entry. When you upload a product image during the product setup process, for example, Business Central reads the image, recognizes the product, and automates some of the setup, filling in fields and offering up suggestions for you. ​[Podcast] Artificial Intelligence & ERP https://www.solsyst.com/single-post/2017/11/13/Podcast-Artificial-Intelligence-ERP Favorite Accounts in Business Central From any screen in Business Central, you can access a list of your favorite accounts. This list is completely customizable, so you pick the accounts you want to have quick access to based on what you’re working on or what you need to see most frequently. Special Accountant Features Business Central offers some light AP automation by allowing you to define items that you frequently import or export. Once defined, Business Central will recognize these items and execute follow-up tasks accordingly. For example, recognizing a paid invoice as something to be posted. Container Sandbox Environment – Hidden Feature – link to blog post https://www.solsyst.com/single-post/2018/04/16/Dynamics-365-Business-Central-Container-Sandbox-Environment By running the Sandbox Environment (Container) page you can set up a container-based sandbox that can be Azure hosted or locally hosted. When you run this page, you can choose Host in Azure or Host Locally options. If you choose Host in Azure, you’ve to connect to your Azure subscription, fill the required data and Docker is automatically configured for you. If you choose Host Locally, you need to configure the Docker environment in your system before setting up the sandbox. Then you need to save, modify with the correct parameters and launch the CreateBCSandbox.ps1 Powershell file. After that, you can develop with Visual Studio Code and AL connected to your container. D365BC will have also an online sandbox but having a container-based one is an interesting plus, especially for development tasks. Enhancement Plan New version rights, hotfixes, service packs and regulatory releases Protected list price and transition investment credit Unlimited access to online training, certifications, and user guides Access self-directed support through CustomerSource License mobility Disaster Recover

Dynamics NAV & Business Central Resources, Features, & Enhancement Plan

1. The first ever mention of Microsoft was in 1975 in a letter from Bill Gates to co-founder Paul Allen. It was written as Micro-Soft coming from microcomputer and software 2. The favorite food on the Microsoft campus is pizza and the free drink choices are milk and orange juice. Employees drink 23 million free beverages very year. Microsoft has over 37 cafeterias. 3. Microsoft uses code names for all new products and new releases. 4. Microsoft software engineers are known as Softies 5. Microsoft is one of the largest corporate collectors of artwork. 6. The Microsoft campus has a lot of bunnies on it! Somewhere along the lines someone dropped off rapidly reproducing bunnies and they did what they do best. 7. https://mashable.com/2010/07/17/microsoft-facts/#kWatL.AimEqj 8. Microsoft has created three billionaires and as many as 12,000 millionaires. 9. Microsoft employees are expected to bring M&Ms to the office to share on their work anniversaries – The tradition is one pound for every year they’ve been with the company. 10. Microsoft is rumored to hold more than 50,000 patnets. 11. In 1994 Timex and Microsoft designed the Datalink 150 watch together. It was the first smartwatch ever, beating Apple by 12 years. It also wasn’t that great. 12. Microsoft coined the term tablet. 13. https://www.businessinsider.com/18-facts-about-microsoft-2016-3 14. The shortcut Alt-Shift-D will place the date automatically in MS Word 15. Microsoft Office was launched for the Macintosh in 1989 before it was released for windows 16. https://wallstreetinsanity.com/40-facts-you-didnt-know-about-microsoft/ Football • Top teams in each division – See computer • Who’s going to be in the super bowl • Who’s winning the super bowl • Best team of all time • Bears Record – on the record • Will the defense be ranked in the top 5 with addition of Roquan Smith?

Hard Hitting Microsoft Tidbits and NFL Football

An organization’s culture may be one of its strongest assets or it can be its biggest liability. The reason culture is so important is that its impact goes far beyond the talent in the organization; it has significant influence on the organization’s goals. Culture drives or impedes the success of an organization. With culture impacting the talent, the product, the clients as well as the revenue, why would a company not measure, review and intentionally nurture something so important and critical to its success? So what does a good corporate culture influence? • Improves Productivity o Employees are more in tune with the needs of their managers, fellow employees and customers o Entrepreneur, an online resource for business owners, says that employees who work for companies with healthy workplace cultures may be more committed and productive. • Increases Marketability o Identity. Culture contributes to the identify and values of your company. For example, if your corporate culture is one that prioritizes setting and meeting goals, your individual workers will be more likely to set and meet goals of their own. It’s a good way to set and maintain the direction of your employees, and without it, it’s hard to keep your company’s values coherent. o Makes an impact on the type of talent your attract and hire  In an article for Harvard Business School's, “Working Knowledge,” professors James Heskett and W. Earl Sasser say that companies with well-defined corporate cultures often are recognized as better places to work, causing them to be known among prospective employees.  Bottom line, a strong company culture attracts better talent and, more importantly, retains that talent. • Forms Unity Between Employees o Employees and organization members take cues from management as they form their opinions about the culture of a workplace. Once employees adopt the shared norms of a company, it unifies employees and management. o Patty Vogan, Entrepreneur.com's “Leadership” columnist, says that corporate culture starts and ends at the top with the business owner and upper management. The unity makes employees feel like they're a part of a team. Entrepreneur online says this feeling makes employees more concerned for the success of the entire business, not their own personal accomplishments. 5 Keys to help create a better corporate culture • Communicate. Understanding why a company follows a particular process and ensuring that information is properly disseminated are crucial. Another example of good communication is to provide opportunities for customers to visit a particular factory and meet with manufacturing employees. Let the two groups discuss the impact the products have on customers. • Allow for more control of work. In manufacturing, much of the work is predetermined, based on the nature of the day-to-day process. Each day and hour might be prescribed, with the employee having little say over his or her schedule. Not surprisingly, this could dampen engagement. Great manufacturing leaders figure out the amount of control they can give back to the employees, which allows them some choice in potentially rote procedures. • Create accountability. Great managers work with employees to establish how "we can all be" accountable to the work. When done right, accountability creates higher engagement. It is important to make sure underperforming employees and managers are held accountable, even in situations where management structures may not lend themselves to performance accountability. • Make sure people feel like they matter. Perhaps the most important task for a leadership team to figure out -- how to make every associate feel like they matter when they arrive at work every day. This includes making sure every employee understands how they fit into the complex infrastructure of their company. For example, bring customers to the plant to speak with employees about the impact of their products or take "field trips" to customer factories to help plant employees see how the product is used in the different products the client produces. Or hosting breakfasts for the night shift regularly to draw people together in a positive way. • Be available, and be engaged. Leaders must be engaged, as employee engagement is a two-way street. Manufacturing managers must be approachable and receptive to employee concerns, and incorporate feedback into enriching future procedures.

The Importance of Culture in the Workplace

Join us as we take a look at some of the most effective ways to spend your leftover ERP budget.

S2E6 How to spend leftover ERP budget

Since Michael and Tom are recording this Podcast on Friday they figured they'd do a #FridayFavorites podcast discussing some of the things they like. This podcast talks about everything from Office 365 to Germany to Yanny or Laurel.

S2E4 Two Guys, Coffee and Business Podcast: Friday Favorites

We're talking how to get the most out of your enterprise resource planning (ERP) software. Some of the topics covered are: - Defining your needs - Choosing a product that can be enhanced to connect your business through integrations - Investing in ongoing software training - Choosing a software organization that is continually investing in their business and developing their product - Leveraging the software's mobile capabilities - Not being fooled by a software that is industry specific - Planning for added expenditures during implementation. - Involving actual end-users in the research process - Decommissioning legacy applications - Establishing a great relationship with your ERP vendor/partner - Making sure your software is current - Staying current on your enhancement plan

S2E3 How to get the most value out of your ERP

Solution Systems, Inc.: [Podcast] Coffee Talk With Solution Systems (2017-11-07 15:13:56 +0000 UTC)

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Solution Systems, Inc.: [Podcast] Coffee Talk With Solution ...

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