Do I have to buy Microsoft 365?

No. But if you want to experience Dynamics NAV as fully integrated with Microsoft 365, you can sign up for a 1-month free trial of Microsoft 365

What is the integration with Microsoft 365 about?

Dynamics NAV is fully integrated with Microsoft 365 so that you can navigate freely between Microsoft 365 apps and Dynamics NAV using the app launcher. In Dynamics NAV, you can open data in Excel, print reports using Word, and you can work with your Dynamics NAV data in Outlook, for example.

Can I cancel my subscription?

Yes, but depending on how you signed up to Dynamics NAV, your data can be deleted or preserved.

Our administrator has moved me to another plan to give me another role, but I still see the same Home page in Dynamics NAV?

This is a bit complicated, but it looks like your administrator didn't change your Role Center and assign user groups that match the new license. Essentially, your access to Dynamics NAV is determined by the type of plan (license) that you have - this sets permissions and your default Home page. You can change your Role Center manually in My Settings, but if you are moved to another plan, such as moving you from the Business plan to the Team Members plan, you might see the old Home because your permissions were not changed.

Online security -Authentication

Business Central Online uses Azure Active Directory (Azure AD) as the authentication method, which is automatically set up and managed for you.

Data isolation and encryption

Data belonging to a single tenant is stored in an isolated database and is never mixed with data from other tenants. This ensures complete isolation of data in day-to-day use as well as in backup-restore scenarios. Furthermore, Business Central Online uses encryption to help protect tenant data:

• Data is encrypted at-rest by using Transparent Data Encryption (TDE) and backup encryption.

• Data backups are always encrypted.

• All network traffic inside the service is encrypted by using industry standard encryption protocols.

Service integration

We recommend that you use encrypted network protocols to connect to the PowerBI server and Business Central web services

How to post Journal

Posting represents the accounting action of recording business transactions in the various company ledgers.

Practically every document and journal in Business Central offers a Posting group from which you can choose between different posting actions, such as Post, Preview Posting, Post and Send, Post and Email.

How to do bank reconciliation?

A bank reconciliation should be completed at regular intervals for all your bank accounts to ensure that the company's cash records are correct. You do this by comparing and matching entries in your internal bank accounts with bank transactions at your bank, and then posting the balances to your internal bank accounts to make totals available to finance managers. Bank reconciliation is also a practical way to discover and resolve missing payments and bookkeeping errors.

You can perform the task on the Bank Acc. Reconciliation page where you match (reconcile) bank statement lines in the left-hand pane with your internal bank account ledger entries in the right-hand pane. Alternatively, you can perform this task on the Payment Reconciliation Journal page as part of processing the payments that are represented on a bank statement. On both pages, you can fill in the bank statement information by importing a file or feed and you can use automatic matching suggestions.

Set up manufacturing

To convert material into produced end items, production resources, such as bills of material, routings, machine operators, and machinery must be set up in the system.

Operators and machines are represented in the system as machine centers that may be organized in work centers and work center groups. When these resources are established, they can be loaded with operations according to the item's defined material (BOM) and process (routing) structure, and according to the capacity of the machine or work center. You can also set the production capacity of each resource. Capacity is defined by the work time available in the machine and work centers, and is governed by calendars for each level. A work center calendar specifies the working days or hours, shifts, holidays, and absence that determine the work center’s gross available capacity (typically measured in minutes).

All of this is determined by defined efficiency and capacity values.

An open Receivable shall be cleared by payment in the Customer Account Monitor.

The desired Payment Method ‘Incoming Bank Transfer’ is not available for selection. The company receiving the funds is not the initiator of the payment. For incoming bank transfer, the receiving company usually receives an advice from the bank informing about the bank transfer. Therefore, in order to create a new incoming bank transfer, you may create a new advice via Liquidity Management / New Bank Payment Advice.

What is the difference between Payment Run and Payment Media Run?

The Payment Run looks for open and payable payables/receivable items as per payment strategy. The payment run process these items and create payment proposals for each supplier/customer account. The payment proposals, once executed, become payment orders in Ready for Transfer status. The Payment Media Run looks for all the payment orders that are Ready for Transfer and set them to In Transfer, creating the corresponding file for media exchange: Outbound File, Remittance Advice, Settlement Request.

What is the difference between Payment Strategy and Clearing Strategy?

Payment Strategies affect the automatic payment cycle of your company defining when open items should be considered in the Payment Run and if cash discounts should be availed of. The payment strategy can be set up in the fine-tune activity Payment Strategies. Clearing Strategies contain settings that the system will use when automatically clearing incoming or outgoing payments against open items. It is possible to define payment tolerance types, distribution of payment differences, define the creation of approval tasks in case of over or under payment, among other options. The clearing strategies can be set up in the fine-tune activity Clearing Strategies.

When creating a Sales Order, ATP is showing Yellow, although you have the products available for delivery.

The Goods Issue Processing Time of the given product is considered when system calculates the availability of the same. You may have the product on hand, but if its processing time is 24 hours, you will not be able to deliver it today. The same applies for the delivery duration maintained in the Transport Lanes master data.

The system shows the Availability as Yellow, even the processing time is considered and the product is on hand Check the delivery rules maintained in the sales order, depending on them you may have several different delivery groups. If one of the products of the delivery group is not available, none of the products in the delivery group can be delivered. The delivery group is a column that may be hidden, use the Personalize option to add the same.

When adding a product to a Sales Order, Availability shows Red. In the master data of the product you have maintained the Availability Check Scope as "Stock". System will only consider products that are available and on hand for the delivery. Hence whenever you do not have stock for the product, ATP will show RED.

ATP is showing White, what could be the cause?

The master data of the product may not be finished yet, although it is already activated for Sales. For the ATP to work, the Availability Confirmation master data and the Planning master data must be completed.

The Ship-From selected by the system in your Sales Order is not the one you are expecting. What could be the reason?

Although you have the product available for the requested date, the system will only select the expected Ship-From if there is a Transport Lane connecting your warehouse to the Transport Zone customer is included. Check if there is such Transport Lane, and if yes, check if there is no rule blocking the delivery: Transport Zone may be restricted to a State customer is not part of, or the Transport Lane may have a restriction for the Product you are trying to Ship.