SmartConnect Templates
SmartConnect Journal Entry Pack for Business Central
The Template Thursday posts from the last few months have shown how easy it is to use the Business Central Excel templates. Sometimes the most difficult part of using the templates is the initial set up. If you purchase the Journal Entry Excel Template Pack, you can let us do the most difficult part for…
[Read More]
SmartConnect Office Hours Recap for March 15th, 2019
Thanks for joining the SmartConnect Office Hours last Friday, March 15th, 2019. Here is a quick summary of what we covered:Our topic for the day focused on GP Excel templates. We focused on the set up from start to finish and did a basic review on how to run the map.Some of the questions asked included: How was…
[Read More]
SmartConnect Purchase Order Template for Business Central
It makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution!Our Purchase Order template lets you do something ‘Edit in Excel’ could never do; import a…
[Read More]
SmartConnect Sales Order Template for Business Central
It makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution! Our Sales Order template makes creating Business Central sales orders quick and easy. With…
[Read More]
SmartConnect Item Journal Template for Business Central
It makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution! We made our Item Journal template flexible and easy to use. Just like in…
[Read More]
Tech Tuesday: Setting Up Dynamics NAV-Excel Template Connections
Setting up an Excel template can take less than 5 minutes or can take more than a day if you don’t know what you’re doing. After reading this article, I’m hoping to move a few more people into the 5 minutes or less crowd. The setup is the same for Microsoft D365 Financials Business edition,…
[Read More]
Modify Excel Templates for compatibility with Excel Add-in
I previously wrote a Tech Tuesday about the differences between the Excel Add-in and the Excel Templates. Sometimes it would be helpful to use features from both methods.This Tech Tuesday will walk you through the setup steps to run an Excel Template through the add-in as an alternative to using the VBA code included.Why would…
[Read More]