See The Top Auto-Create Dimensions Tool for Microsoft Dynamics 365 Business Central for Powerful Reporting

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Microsoft Dynamics 365 Business Central is a powerful solution for small and mid-sized businesses. Its deep integration with the Microsoft Business Applications ecosystem enables its users to gather business insights from their data using the same powerful tools that enterprises employ.

Sometimes, though, using tools such as Power BI or Jet Reports is overkill. Wouldn’t it be great if there were a way to analyze common data categories, such as customers, vendors, and items, without employing these advanced tools?

Business Central Dimensions allow you to group and categorize transactional data. You get a total of 8 Dimensions to use in any way that makes sense for your organization. These can then be used in searches, filters, and reports to help you quickly get the information you need to make sound business decisions.

However, when entering transactions, Dimension values must be created manually. If you’re working with long lists of customers, vendors, or items, manual entry can be inefficient and error-prone.

The Auto-Create Dimensions tool allows you to link master data to the General Ledger, in addition to still having it in the sub-ledger, so that you can report out on things like customers, vendors, items, and more, without having to constantly drill down.

Watch a Live Demonstration

Would you like to see this enhanced functionality in action? The Auto-Create Dimensions tool for Business Central will be demonstrated at the Financial Management Tools Showcase for Dynamics BC/NAV, sponsored by (MSDW) and ERP Software Blog, on October 5th, 2022. You can choose from 3 time slots: 9am, 12pm, or 3pm Eastern. If you register, you can see the 15-minute demo of Auto-Create Dimensions live, or watch the recording at your convenience.

Register for Dynamics 365 BC (NAV) Financial Management Tools Showcase – October 5, 2022

If you’re a Dynamics 365 Business Central VAR, take a few minutes to watch the session. This extension adds powerful functionality that is useful for every Business Central user – including your clients.

Top 4 Takeaways From the Live Demo

Here are some important points you’ll see emphasized in the demonstration on October 5th:

  1. This tool will save you time. It automatically populates the Dimension values for you. For example, it can create a Dimension value for each customer in the system and keep that list up to date for you, linking it back to the master record.
  2. ACD automatically populates the Dimension fields in all transactions upon posting to the General Ledger. This keeps the data in sync and allows you to filter transactions without drilling down with “Find Entries…”
  3. This functionality is available across all Dimensions in Business Central. So if, for example, you’re creating a sales order, it will track both the customer and the item and put both of those on the revenue line for additional reporting capabilities.
  4. It also works within account schedules (which has been renamed to Financial Reports in the next BC release) when running income statements and similar reports. You could run an account schedule and filter by a customer to see a profit and loss just for that customer, as an example.

Try the Extension Free for 30 Days

The Auto Create Dimensions extension is easy to install and configure. You can download a PTE App file from the ERP Connect Consulting website, and soon you will be able to get it directly from Microsoft AppSource. Once installed, you simply generate a demo key from the configuration screen, and you are automatically given 30 days of unrestricted usage to evaluate the extension for your organization’s needs.

If you’d like to know more about Auto-Create Dimensions, purchase a license, or if you have recommendations for other Business Central enhancements, contact us today!

Not available on October 5th? Register for the Financial Management Tools Showcase and watch it on-demand.

By ERP Connect Consulting |

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