Скачать или смотреть D365 Business Central Health Check: Setup Guide

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In this video, we will show you How to Setup and Configure our FREE Health Check Application for Microsoft Dynamics 365 Business Central. The goal of this application is to help you analyze data in your Business Central environment to ensure it is running optimally and includes more than 25 key indicators that we will review in the subsequent videos in this series.

In this video we will show you review the following

Step 1: Setup
➤ Setting up User Permissions
➤ Setting up Health Check Users
➤ Activating the Extension
➤ Customer Late Payer Indicator Setups
➤ Average Pay Days Threshold Setup
➤ Number of Payment Receipts to Include for Average Pay Days Calculations
➤ Number Series Warnings Threshold Setup
➤ Old Sales Documents Threshold Setup
➤ Old Purchase Document Threshold Setup

Step 2: Analyzing Accounting Health
➤ Analyze Your Accounting Health
➤ Bank Account Posting Group Balance Analysis
➤ Subledger to General Ledger Balance Check Analysis
➤ Balance by Bank Account Analysis
➤ Customer Balance and Late Payer Indicators
➤ Direct Posting Warnings
➤ Number Series Warnings
➤ Shipped Not Invoiced and Received Not Invoiced Indicators
➤ Old Sales and Purchase Document Indicators

Step 3: Analyzing Setup Data
➤ Analyze Your System Setups
➤ Posting Group Setup Warnings
➤ Posting Date Range Setup Warnings
➤ Open Accounting Period Warnings
➤ Missing Accounting Period Setup Warnings

Step 4: Analyzing Inventory Data
➤ Analyze Your Inventory Records
➤ Negative Inventory Warnings
➤ Inventory Value and Statistic Metrics

Step 5: Analyzing System Data
➤ Analyze Your System Data
➤ User Login Data
➤ User Licensing Data
➤ Job Queue Warnings
➤ Currency Exchange Rate Metrics
➤ Currency Exchange Rate Warnings

Step 6: Change Logs
➤ Setting up Change Logs
➤ Setting up Field Monitoring
➤ Differences Between Change Logs and Field Monitoring
➤ When to Utilize Each Option
➤ Vendor Bank Account and Routing Number Tracking Examples
➤ Which Fields to Track? Do Not Select All Fields
➤ Always Select Some Fields
➤ Analyzing Change Log Entry Data
➤ Reviewing Change Log Retention Policies