Ben Cole on Business Central

Follow me on LinkedIn https://www.linkedin.com/in/benjcole/ Check out my Website https://www.bencolebc.com/ In this video, Ben walks you through some of the most common date formulas used in Dynamics 365 Business Central, starting with simple examples like Net 30 and moving into more advanced scenarios. You'll learn how formulas like 30D, D30, and 0D to calculate due dates, and how these can be applied to payment terms and recurring documents such as general journals and sales invoices. Ben then dives deeper into more complex formulas like 1M-CM for the first day of the next month and 1M+CM for the last day of the next month. These examples show how combining date expressions can help automate and streamline date calculations. You'll also see how formulas like D15 and 15D differ, and how the C component can be used to reference the beginning or end of a period—day, week, month, quarter, or year. Finally, Ben wraps up with two advanced scenarios, including a formula that calculates 60 days from the next 15th of the month. These examples demonstrate the flexibility and power of Business Central’s date functions. Be sure to check the video description and comments for helpful Microsoft Learn resources, and stay tuned for part two where we apply these formulas directly to sales documents in D365 Business Central. Quick Video Summary - Setup Various Date Calculation in Business Central - Utilize Date Formulas when Creating Payment Terms - Review Date Formulas and Calculations - Combining Date Formulas - Date Formula Resources - NET 30 30D 30 Days From Today - DOR 0D Due Upon Receipt - Net 60 60D Due 60 Days From Today - 1st D NM 1M-CM Due on the First Day of the Next Month - LD NM 1M+CM Due on the Last Day of the Next Month - 15th NM CM+D15 Due on the 15th Day of the Next Month - 15th P 60 D15+60D Due 60 Days from the Next 15th of the Month Additional Date Links and Resources https://learn.microsoft.com/en-us/dynamics365/business-central/ui-enter-date-ranges https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/methods-auto/dateformula/dateformula-data-type https://community.dynamics.com/blogs/post/?postid=b71396aa-3567-4f16-a49a-6e0162165a6d https://lifehacks365.com/2025/01/14/business-central-date-formulas/ 0:00 Dates and Overview 0:30 Example 1 - Net 30 Payment Terms 0:55 Example 1 - Due Upon Receipt and Net 60 1:10 Example 2 - 1st Day of the Next Month 1:30 Example 3 - Last Day of the Next Month 1:55 Microsoft Learn Date Resources 3:20 Example 4 - 15th Day of the Next Month 3:50 Example 5 - 60 Days from the Next 15th of the Month 5:00 Date Overviews and Next Steps

Follow me on LinkedIn https://www.linkedin.com/in/benjcole/ Check out my Website https://www.bencolebc.com/ In this video, Ben walks you through the step-by-step process of importing banking data from a CSV file into Microsoft Dynamics 365 Business Central. While many users can link their bank feeds directly, not all banks support this integration—or they may only import partial data, especially when multiple cardholders are involved. If you’ve run into these limitations, this tutorial is for you. Ben demonstrates how to set up a bank account card, configure the bank statement import format, and use the Bank Statement File Format Wizard to map your data correctly. You’ll learn how to handle common issues like fixed vs. variable text formats, date formatting, and column mapping. Whether you're importing data from Chase or another bank, this guide will help you create a reusable data exchange definition import that simplifies your reconciliation process. Finally, Ben shows how to test your setup using the Payment Reconciliation Journal and troubleshoot common errors. By the end of the video, you’ll be able to confidently import banking transactions—even if your bank doesn’t support direct integration. Don’t forget to like, subscribe, and drop a comment if you found this helpful or have questions about your specific setup! 0:00 Introduction and Overview 0:40 Use Cases for Data Exchange Definition Imports 1:00 Create a Bank Account 1:25 Bank Statement Import Format Setup 2:00 Create a New Bank Statement Import Format 2:30 Upload an Existing Bank Feed File 3:30 Identifying Header Lines to Skip 4:00 Column Separator and Count Setup 4:35 Mapping Columns to Data 5:35 Date Format and Decimal Separator 6:35 Link Import Bank to Bank Account 7:05 Import Data with Payment Reconciliation Journal 8:10 Switch from Fixed to Variable Setup 9:35 Import Data with Payment Rec Journal 9:55 More to Come – Automated Tagging 10:20 Recap and Next Steps

Check out our Business Central Toolbox for your Dashboarding and Automation Needs. Download our Apps Below - Free for 30 Days. https://appsource.microsoft.com/en-us/marketplace/apps?product=dynamics-365-business-central&exp=ubp8&search=ERP%20Connect%20Consulting&page=1 Product Page: https://erpconnectconsulting.com/collections/bc-toolbox Company Website: https://erpconnectconsulting.com/ Company LinkedIn: https://www.linkedin.com/company/74756859/ In this video we will explore 10 time saving tips that can help speed up your day to day processing in Microsoft Dynamics 365 Business Central. Those keyboard shortcuts include: 0:00 General Intro 0:30 ALT + Q - Search Bar 1:00 ALT + F2 - Show/Hide Fact Box 1:18 F3 - Activate Local Search 1:49 ALT + F3 - Filter to this value 2:30 ALT + F7 - Sort Ascending/Descending 3:05 CTRL + ALT + SHIFT + F3 - Clear all Filters 3:40 ALT + N - Create New Record 4:15 ALT + DOWN - Open Up Drop Down List 4:45 F9 - Post Document 5:05 Shortcut Recap and F5 Refresh For More Great Shortcuts Check out the Link Below: https://learn.microsoft.com/en-us/dynamics365/business-central/keyboard-shortcuts For additional questions, please leave a comment or reach out at info@erpconnectconsulting.com

Check out our Business Central Toolbox for your Dashboarding and Automation Needs. Download our Apps Below - Free for 30 Days. https://appsource.microsoft.com/en-us/marketplace/apps?product=dynamics-365-business-central&exp=ubp8&search=ERP%20Connect%20Consulting&page=1 Product Page: https://erpconnectconsulting.com/collections/bc-toolbox Company Website: https://erpconnectconsulting.com/ Company LinkedIn: https://www.linkedin.com/company/74756859/ In this video we review how to use Copilot for Microsoft Dynamics 365 Business Central by creating an analysis view. These are new features in V24.0 of Microsoft Dynamics 365 Business Central that we are very excited to talk about for their numerous day to day applications. If you have any additional questions or comments please feel free to reach out to us at bc@erpconnectconsulting.com at any time. 0:00 Introduction 0:15 Creating an Analysis View with Copilot 1:22 Edit Analysis View after Creation 3:10 Closing Remarks

Check out our Business Central Toolbox for your Dashboarding and Automation Needs. Download our Apps Below - Free for 30 Days. https://appsource.microsoft.com/en-us/marketplace/apps?product=dynamics-365-business-central&exp=ubp8&search=ERP%20Connect%20Consulting&page=1 Product Page: https://erpconnectconsulting.com/collections/bc-toolbox Company Website: https://erpconnectconsulting.com/ Company LinkedIn: https://www.linkedin.com/company/74756859/ In this video, we will show you how easy it is to perform the year-end closing activities in business central. We walk through how to close and create new accounting periods, run the close income statement function, and post/view the year end entries. We also share some helpful tips and tricks along the way. If you have additional questions on this topic, would like help with a different topic, or are interested in moving to a new ERP please leave a comment, email us at info@erpconnectconsulting.com, or give us a call at (214) 433-0923. 0:00 Introduction 0:24 Close Accounting Periods 1:45 Close the Income Statement 3:45 Make Sure you Close by Dimensions!!! 4:20 Post the Year End General Journal 5:10 Review Posted Entries

Check out our Business Central Toolbox for your Dashboarding and Automation Needs. Download our Apps Below - Free for 30 Days. https://appsource.microsoft.com/en-us/marketplace/apps?product=dynamics-365-business-central&exp=ubp8&search=ERP%20Connect%20Consulting&page=1 Product Page: https://erpconnectconsulting.com/collections/bc-toolbox Company Website: https://erpconnectconsulting.com/ Company LinkedIn: https://www.linkedin.com/company/74756859/ In this video, we will show you how easy it is to upload large amounts of data into Microsoft Dynamics 365 Business Central via Configuration Packages. We walk you through how to upload Vendor records specifically, but the same logic applies to uploading any data into Business Central including (but not limited to) Customers, Vendors, Items, Chart of Accounts, Dimensions, and Posting Groups to name a few. If you have additional questions on this topic, other D365 Business Central topics, or are interested in moving to a new ERP please leave a comment, email us at info@erpconnectconsulting.com, or give us a call at (214) 433-0923. 0:00 Intro 0:30 Create Configuration Package 2:00 Select Import Fields 4:00 Exporting Data To Excel 7:03 Importing and Applying Data From Excel 8:20 Review Uploaded Data in BC 8:55 Recap and Wrap Up