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How to Merge Customer Records in Dynamics 365 Business Central

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As your business grows, your customer list grows too — and sometimes, so do duplicate records . It can happen during data imports, when multiple team members add the same customer manually, or through integrations that create entries automatically. The result? Confusion in transactions, inconsistent data, and extra work. That’s where the Merge Duplicate feature in Dynamics 365 Business Central comes in — it lets you quickly merge two customer records into one, keeping your data clean and accurate. Why You Should Merge Duplicates Duplicate customer accounts may seem harmless, but they can lead to: Incorrect reports or balances Duplicate invoices or orders Confusing interactions with the same customer By merging duplicates, you ensure that every customer has one single, reliable record — the foundation for smooth operations and accurate reporting. Let’s look at how easy it is to merge customer accounts in Business Central: Search for Customers Click the 🔍 Search for Pag...

Use Item Attributes to Create Smarter Marketing Texts with Copilot in Business Central

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In our previous blog —    Write Product Marketing Descriptions in Seconds with Copilot in Business Central  we explored how Copilot helps you instantly generate engaging product descriptions using AI. Now, let’s take it a step further. The quality of Copilot’s output depends on the data you feed it — and that’s where Item Attributes play a key role. Copilot uses item attributes such as color, material, dimensions, or target audience to understand your product better and create detailed, accurate, and attractive marketing text. Some details are meant for internal use only. Business Central gives you the flexibility to include or exclude attributes before Copilot generates text: Open the Item Card . In the Marketing Text FactBox , click Draft with Copilot . On the generation page, select the ✏️ pencil icon . Choose which attributes to include or exclude. Thanks for Reading...!! Regards, Khushbu Rajvi  

Write Product Marketing Descriptions in Seconds with Copilot in Business Central

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In the fast-moving world of digital commerce, the ability to describe your products persuasively can make or break a sale. But let’s be honest — writing unique, engaging marketing text for every item in your catalog can be tedious. Microsoft’s Copilot in Dynamics 365 Business Central changes that. It’s not just a time-saving feature — it’s an intelligent writing assistant built right into your ERP, designed to help you turn product data into polished, customer-ready descriptions. Most businesses already maintain detailed product data in Business Central — specifications, dimensions, color, brand, and price. However, this data often remains technical and dry. That’s where Copilot comes in. Using generative AI, Copilot reads through your product information and automatically suggests marketing-friendly descriptions . What was once just “Stainless Steel Bottle, 750ml” can now become: “Stay hydrated wherever you go with our durable 750ml stainless-steel bottle — lightweight, eco-friendly...

How to Bulk Upload Images into Microsoft Dynamics 365 Business Central

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In Microsoft Dynamics 365 Business Central, users often add images manually while creating or updating item cards. However, when you need to import pictures for hundreds of items—such as during initial data migration or catalog setup—doing it one by one can be tedious. To simplify this process, Business Central provides an easy way to bulk upload multiple item images at once using a .zip file. This feature ensures consistency, saves time, and helps maintain a professional visual catalog of your inventory. Preparing Your Files Before importing, you need to prepare your image files properly: Ensure correct naming: Each picture file name must exactly match the Item No. in Business Central (e.g., 1001.jpg , 1002.png , etc.). Supported formats: All common file types such as .jpg , .png , .bmp , and .gif are accepted. Compress the files: Select all image files, right-click, and choose Send to → Compressed (zipped) folder . The resulting .zip file will be used for import. Importing ...

Business Central XmlPort: Why the XML Declaration Looks Missing

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I have read this doubt somewhere: “My XmlPort is exporting XML correctly, but the header <?xml version="1.0" encoding="UTF-8"?> seems to be missing.” At first glance, it looks like Business Central is not generating the declaration — but in reality, it’s more about how the file is viewed. Properties of XMLPORT: If you open the file in Edge or any other browser , you will not see the line <?xml version="1.0" encoding="UTF-8"?>. If you open the file in Notepad , you will be able to see the <?xml version="1.0" encoding="UTF-8"?>. 🔍 Why It Looks Missing When you open the XML in a browser (like Edge or Chrome), the browser parses the XML and hides the declaration , showing only the structured nodes. When you open the same XML in a text editor (like Notepad), the header becomes visible because the editor shows the raw file content. So the XML declaration is there , but browsers simply don’t display it...

How to Hide the +New and Delete Action Buttons in Business Central Pages

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In Business Central, the Customer List page shows a + New & Delete action  at the top. This allows users to create new & delete customer records directly from the list.  In some cases, businesses may want to restrict users from creating or deleting records on certain pages. For example, you may want users to only view or edit customers but not add or remove them. This can be achieved by using the InsertAllowed and DeleteAllowed properties in a page extension . Code: pageextension 50102 CustomerExtension extends "Customer Card" {     InsertAllowed = false;     DeleteAllowed = false;     layout     {     } } 👉 Once this extension is deployed, the  + New  button will no longer appear on the Customer List page for any user. Result: The + New button will no longer be visible on the Customer Card page. Users cannot create new customers or delete existing ones. They can still view and edit existing records (un...

Background Posting of Sales Orders with Job Queues in Dynamics 365 Business Central

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In Microsoft Dynamics 365 Business Central, posting can sometimes take a while if you process documents one by one, especially during busy periods. To improve efficiency, you can use batch posting and background posting . Batch Posting → lets you post multiple documents (like sales invoices, purchase invoices, or warehouse shipments) at the same time. Instead of opening each document and posting it individually, you can select several and process them together. Background Posting → ensures the posting happens behind the scenes using the Job Queue functionality. That means you don’t have to wait while the posting runs; you can continue working on other tasks. Once the job queue processes the entries, you’ll see the results. In this Blog We will Cover Background Posting. Configure Sales & Receivables Setup Go to Sales & Receivables Setup . In the Background Posting section, enable “Post with Job Queue” . Select Job Queue Category  To print sales documents when posting, t...