How to: Dynamics 365 Business Central: Set Up Customer Templates

Business Central’s Customer Templates is an excellent productivity tool that can save you time. This feature is particularly useful in standardizing information in Invoicing and Payments when creating new Customer records. With Customer Templates, you can easily store standard information about different customer types, such as posting groups, payment terms, number series, and other relevant data.

Source : ArcherPoint
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Dynamics 365 Business Central: How to add multiple email addresses to a customer/vendor/contact

Today I would like to share another mini tip about Business Central, how to add multiple email addresses to a customer/vendor/contact.

Recently I’ve accidentally realized that some people don’t know how to add multiple email addresses. So in this post, I’m sharing it briefly.

Source : Dynamics 365 Lab
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Dynamics 365 Business Central: Automatically create a new customer when receiving an email via Power Automate (No customization)

Today I would like to talk about an interesting topic, how to automatically create a customer in Business Central when you receive an email.

I was asked this question on Linkedin yesterday and my first thought was that this should be possible if the email format is fixed. So I did a simple test and it worked. In this post, I wanted to share it.

Source : Dynamics 365 Lab
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Dynamics 365 Business Central: Import Multiple Customer Pictures (Customization)

Today I would like to briefly discuss a specific requirement, how to import multiple customer pictures. This was a question from a partner last week.

As you might know, on the Customer Card page, we can add a picture for a signle customer, but as of now, it is not possible to import multiple pictures for multiple customers at the same time in the standard BC.

Source : Dynamics 365 Lab
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Dynamics 365 Business Central: How to use Standard/Custom API Bound Actions

In Standard API for Dynamics 365 Business Central SaaS (Get, Post, Patch, Delete and Basic query parameters – filter, orderby, select…), we discussed four basic operations (Read, Create, , Update, Delete) in the APIs. If we need to call custom code or specific actions like posting a sales order, we need to use Bound Actions.

Source : Dynamics 365 Lab
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How to Modify the behavior in the Price List when using the Customer’s Price Group

A short time ago, I had a support case where the customer showed that the Price List was not working correctly.

After a couple of hours, we were able to identify that the problem was that the Sales Order had a “Bill-to Customer No.” different from the “Sell-to Customer No.“, and the Price Lists are triggered with the “Bill-To Customer No.” only.

Source : Ivan Singleton
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