Learn d365 Blog

Welcome to the Learn d365 Blog! This is your go-to source for the latest updates, insights, and tips on Microsoft Dynamics 365. Whether you’re a seasoned professional or just starting out, our blog is designed to keep you informed and help you make the most of your Microsoft Dynamics 365 experience.

March

03-27-26

• New in Business Central under Tips & Configuration Guides:
  • Purchase and Payables Basic User Training Guide for Dynamics 365 Business Central  - This user training guide provides a comprehensive overview of the Purchase and Payables processes within Microsoft Dynamics 365 Business Central. It is designed to support users in confidently performing day-to-day purchasing and accounts payable activities in a consistent, accurate, and controlled manner.

03-20-26

• New in Business Central under Tips & Configuration Guides:

  • Bank Integration for EFT Payments in Dynamics 365 Business Central  - Our Electronic Funds Transfer (EFT) solution for paying vendor invoices. The process involves a payment run, followed by extracting the payment file with vendor bank accounts, and then providing the file to the bank. Integration support includes Citibank and JP Morgan Bank.
  • Managing Master Data For Cross Environments in Dynamics 365 Business Central  - The Managing Master Data extension allows you to manage and provide for the synchronisation of data across environments. This enables seamless synchronization of master data across different environments, ensuring data consistency and reducing manual data entry.

• New user guide in App Guides and Education Guides:

  • Room Allocation System for Education in Dynamics 365 User Guide 

  • Room Allocation System for Dynamics 365 User Guide 

    Room Allocation System (RAS) app is a central module within Microsoft Dynamics 365 that manages all programme rooms, meeting rooms, and event venues across an organization. It ensures that allocations are accurate, conflict-free, and fully traceable. This is ideal for schools, institutions, offices, and companies to ensure proper scheduling of rooms for meetings, events, and conferences.

03-13-26

• New user guide for WhatsApp for Business Central in Apps & Extensions Guides:

  • WhatsApp for Dynamics 365 Business Central User Guide  - This app extension for Microsoft Dynamics 365 Business Central enables seamless WhatsApp communication with customers, vendors, and warehouse staff. It uses a designated WhatsApp Business Account and phone number to manage all inbound and outbound messages. The app allows users to send WhatsApp messages directly from Business Central and include selected Business Central data within those messages, improving communication efficiency across operations.

• New tip for Business Central customers and vendors in Tips & Configuration Guides:

  • Tips In Managing Customers/Vendors in Dynamics 365 Business Central  - Organizations in Microsoft Dynamics 365 Business Central often work with companies that act as both customers and vendors, requiring separate records to properly track sales and purchasing activity. Follow these tips to link these related accounts, view combined balances, and create one record from the other to streamline financial management. Learn capabilities that help maintain clean data, accurate financial reporting, and efficient handling of organizations operating in multiple business roles.

03-09-26

• New user guide for Business Central in Tips & Configuration Guides:

  • Finance Basic User Training Guide for Dynamics 365 Business Central  - This guide is designed to help finance users get familiar with the functionalities of Business Central. Learn about posting setup, journal types, bank reconciliation, configure closing (month-end and year-end), and creating financial reports.

• New tips for G/L Posting for Business Central in Tips & Configuration Guides:

  • Understanding General Ledger Posting in Dynamics 365 Business Central  - Some tips for using the General Journal and posting GL Accounts and Balances. Learn about method of preventing reconciliation issues, use of specific transaction types/journal types, and posting groups in Business Central.

February

02-27-26

• New guide for Business Central in Apps & Extensions Guides:

  • Quality Control Management Guide  - Managing quality control processes within Dynamics 365 Business Central. This guide is essential for businesses looking to optimize their quality control operations using Microsoft Dynamics 365 Business Central.

• New guide in Legal Guides:

  • Legal Case Management Guide  - Learn how to effectively manage legal cases within Dynamics 365, covering key features, best practices, and tips for streamlining case management processes, improving collaboration, and ensuring compliance with legal requirements. This guide is essential for legal professionals and organizations looking to optimize their case management using Dynamics 365.

• New tip for Business Central in Tips & Configuration Guides:

  • Managing Multiple Companies  - A comprehensive guide on how to effectively manage multiple companies within Dynamics 365 Business Central, covering key features, best practices, and tips for seamless navigation and data management across different company environments. This guide is essential for businesses that operate multiple entities and need to maintain organized and efficient operations within Business Central.

02-20-26

• Quicktips in App Guides:
  • Smart Attendance with AI Face Recognition  - A cutting-edge solution that leverages AI face recognition technology to automate attendance tracking, providing a seamless and efficient way to manage attendance in various settings such as classrooms, events, and workplaces. This innovative approach enhances accuracy, saves time, and improves overall attendance management processes.

• New topic in General Information:
  • Microsoft Marketplace  - An update on the rebranding of Microsoft AppSource to Microsoft Marketplace, highlighting the new features, benefits, and opportunities for businesses and developers to discover, try, and acquire a wide range of applications and services that integrate with Microsoft products and services.

• Quick tips in Copilot & AI Guides:
  • AI Driven Forecasting  - Tips for using Copilot to analyze historical data and generate accurate forecasts, helping businesses make informed decisions and optimize their operations. This tool can be used in various industries to predict trends, demand, and other key metrics, ultimately driving better business outcomes.

• Updates made to the Tutorials category. This section has been reorganized to provide a more streamlined and user-friendly experience, making it easier for users to find and access the tutorials they need to enhance their skills and knowledge in Microsoft Dynamics 365. The updated structure is now (sub-categories):
  • Dynamics 365 Guides
  • Copilot & AI Guides
  • App Guides

02-13-26

• Quick tips for Dynamics 365 Education Guides:
  • Resource Scheduling  - An effective way to manage and allocate rooms in your educational or training institution.
  • Room Display  - A user-friendly interface that provides real-time information about room availability and scheduling, making it easier for students, faculty, and staff to find and book rooms for their needs.

• Quick tips for Dynamics 365 NDIS Guides:
  • Automated Service Booking Budgets  - A streamlined approach to managing and allocating budgets for service bookings, ensuring efficient use of resources and improved financial oversight in NDIS service delivery.

• Quick tips for Dynamics 365 Sales Guides:
  • Salesforce Migration  - Guide to migrating from Salesforce to Microsoft Dynamics 365 Sales, covering key steps, best practices, and tips for a successful transition to ensure minimal disruption and maximum efficiency in your sales operations.

• Quick tips for App Guides:
  • Geolocation  - A powerful feature that allows you to incorporate location-based data and functionality into your Power Apps, enabling you to create more dynamic and context-aware applications that can enhance user experience and provide valuable insights based on geographic information.