Why spend a lot of time navigating through the system when there are shortcuts that can make it quicker and easier to use Business Central? Trying to remember all of them at once is really hard, so we've created a cheat sheet you can look at whenever you need it. Basic Shortcuts You Can't Do Without Alt + ↓: Expand list / search field value. Alt + ↑: Show field label or column header. If the column contains a validation error, an error message will appear when you press the shortcut. Alt + → : Find more information Alt + Q (or Ctrl + Alt + Q on macOS) to open the 'Tell me what you want to do' window. It helps you find a page, action on the page, report, or article in the documentation. Alt + O: Add a note to the selected element Alt + N: Create a new entry Alt + T: Open Settings Tab: Move to the next control element on the page (actions, fields, buttons…) Shift + Tab: Move to the previous control on the page Enter: Enable or go to the element that is selected Ctrl + F1: Open help for the page Ctrl + F5: Refresh Business Central F5: Refresh open page Esc: Close page or list Lists of Other Useful Shortcuts Home (macOS: Fn + ←): Move to the first field in the row Ctrl + Home: Select the first line in the list End (macOS: Fn + →): Move to the last field in the row Ctrl + End: Select the last line in the list Page Up (macOS: Fn + ↑): Move the display of rows above the currently displayed one Page Down (macOS: Fn + ↓): Move the array of rows below the currently displayed one ↑: Move up one field ↓: Move down one space → : Move one field to the right in the row ← : Move one field to the left in a row Enter: Open the list that is associated with the field Ctrl + Enter: Move to the next element outside the list When Ctrl + V is not Enough Ctrl + Home (Fn + Ctrl + ←): Select the first line in the list Ctrl + End (Fn + Ctrl + →): Select the last line in the list Ctrl + click (macOS: Cmd + click): Expand the row selection by the selected row Shift + click: Expand the selection of rows by the selected row and all previous rows Shift + ↑: Expand the selection, include the line above the selected line Shift + ↓: Expand the selection, include the line below the selected line Ctrl + ↑ (macOS: Ctrl + Cmd + ↑): Move up one line and keep selection on the current line Ctrl + ↓ (macOS: Ctrl + Cmd + ↓): Move one line down and keep the selection on the current line Ctrl + Spacebar (macOS: Ctrl + Cmd + Spacebar): Expand the selection of lines by the selected line Ctrl + A: Select all rows Ctrl + C (macOS: Cmd + C): Copy selected lines Ctrl + V (macOS: Cmd + V): Paste selected lines F8: Copy the field value from the line above the currently selected field and paste Shortcuts For Easier Searching and Filtering of Lists F3: Activate the search field Shift + F3: Open/close the filter pane Alt + F3: Turn on filtering the list according to the value of the currently selected field Ctrl + Shift + Alt + F3: Reset filters Ctrl + Enter: Return to the list from the filter pane Shortcuts For Efficient Navigation in Cards and Documents Alt + F6: Expand the selected tab Alt + N: Open the page and create a new entry Alt + Shift + N: Close the page and open a new one to create a record Alt + Shift + W: Open the current tab or document in a new window Ctrl + Enter: Save and close the page Ctrl + ↓: Open another record Ctrl + Delete: Delete a line in documents and worksheets How to Navigate in a Report Preview ↓: Go down the page ↑: Go to the top of the page → : Move to the right when the page is zoomed ← : Move left once the page is zoomed Ctrl + 0 (macOS: Cmd + 0): Fit the page size to the display size Ctrl + Home (macOS: Cmd + Home): Go to the first page of the report Ctrl + End (macOS: Cmd + End): Go to the last page of the report Save Time on Your Calendar Ctrl + Home: Open calendar (if the calendar is closed) Ctrl + Home: Open the current month and day (if the calendar is open) Ctrl + → (macOS: Cmd + →): Move to the next day Ctrl + ↑ (macOS: Cmd + ↑): Move to previous week but same day Ctrl + ↓ (macOS: Cmd + ↓): Move to next week, but same day Enter: Select date. Ctrl + End: Close the calendar and delete the current date Esc: Close the calendar and keep the current date t: Insert date "today." w: Insert date "working date." An ERP system saves you time not only with its shortcuts but mainly with its features. You can find out which ones in our next article.

Here’s everything you need to know about Task Management in Jira. Keep reading In today's world and the fast-paced development of the project management industry, having a reliable and efficient task management tool is very much important to avoid unnecessary hassle. Jira, developed by Atlassian, has been fast-growing and turning into a powerhouse in the realm of project management. In this comprehensive and detailed guide, you will explore the world of task management in Jira, showing some of the most significant kinds of stuff you need to know about task management and this tool. Let’s dive in What is Task Management in Jira? Task management in Jira is an approach to organizing, prioritizing, tracking, and completing tasks within a project. It involves creating, assigning, and monitoring tasks to make sure that the project progresses smoothly. Jira provides a lot of features to help users manage tasks effectively, and some of these features include the following: Task creation: Users can create tasks in Jira by simply entering a task name and description. Additional details, such as due date, priority, and assignee, can be added as needed. Task tracking:  This tool allows users to track the progress of tasks through a variety of stages, such as To Do, In Progress, and Done. This helps users to stay on top of their work and identify any potential bottlenecks. Task prioritization: it allows you to prioritize tasks based on their importance and urgency. This helps you, the user, focus on the most important tasks first and make sure that deadlines are met. Task reporting: Jira provides a variety of reports that anyone can use to track the progress of tasks, identify trends, and make informed decisions. Why Effective Task Management in Project Management is Important? Efficient task management is the backbone of successful project execution. It ensures that work progresses smoothly, deadlines are met, and resources are utilized optimally. In Jira, effective task management enables teams to stay organized, collaborate seamlessly, and adapt to changing project requirements. Without proper task management, projects can become chaotic, leading to missed deadlines, scope creep, and frustrated team members. Here are some of the benefits of Effective task management: Improved project planning and execution Reduced risk of project failure Increased team productivity Improved communication and collaboration If you want to improve your project management skills, task management is a great place to start. There are many task management tools and techniques available, so find one that works best for you and your team. 7 Key Features of Task Management in Jira Jira has a lot of features that are designed to streamline task management. Here are some of the key features that set Jira apart from others: Customizable Workflows: Jira allows you to create and customize workflows tailored to your project's unique requirements. This ensures tasks progress through stages seamlessly. Issue Tracking: Issue tracking is a way to keep track of the progress of a task or project. In Jira, every task is tracked as an issue. This means that you can see the status of the issue, who is assigned to it, when it is due, and more. This information can be helpful when tracking the progress of a project and making sure that tasks are completed on time. Prioritization: Tasks can be prioritized using custom fields or built-in features like 'Priority' and 'Severity' to ensure the most critical work is addressed first. This is important because it makes sure that the most important work is addressed first. There are a few different ways to prioritize tasks in Jira. Real-time Collaboration: Jira gives its users real-time collaboration through comments, mentions, and notifications, enabling team members to communicate effectively. Reporting and Dashboards: Jira provides customizable dashboards and reporting tools to track progress, identify bottlenecks, and make data-driven decisions. Integration Capabilities: Jira seamlessly integrates with numerous third-party tools and plugins to enhance functionality and compatibility. Automation Rules: Automate repetitive tasks with Jira's automation rules, allowing your team to focus on more strategic work. How Do I Organise Tasks in Jira? Step-by-Step Now that we understand the importance of task management in Jira, Here's a step-by-step guide that you can use to organize tasks effectively to get the most out of your project. Organizing tasks in Jira involves creating a structured framework that simplifies tracking and execution. Let's dive in. Project Creation: Start by creating a project in Jira, defining its scope, objectives, and team members. Issue Types: Determine the types of tasks or issues relevant to your project, such as bugs, features, or user stories. Custom Fields: Customize fields to capture specific information unique to your project. Workflow Design: Create a workflow that outlines the stages through which tasks will progress, from creation to completion. Task Creation: Start by adding tasks to your project. Make sure that you're specifying details like assignees, due dates, and priorities. It's important. Assignment and Prioritization: Assign tasks to team members and prioritize them accordingly based on importance and urgency. Progress Tracking: Regularly review and update task status to make sure that you're getting accurate tracking. Reports and Dashboards: Leverage Jira's reporting and dashboard features to gain insights into project progress. Step-by-step instructions to Create a Daily Task in Jira? Creating daily tasks in Jira is a straightforward process. Follow these steps to make sure your daily tasks are organized and accessible: Login to Jira: Access your Jira account and navigate to the project where you want to create a daily task. Select "Create": Click on the "Create" button to initiate the task creation process. Choose Issue Type: Select the appropriate issue type for your daily task, such as a "Task" or "Sub-task." Fill in Details: Provide essential details for the task, including a clear and concise summary, a description if needed, and any custom fields relevant to your project. Set Due Date: Specify a due date for the task to ensure it's completed on time. Assignee: Assign the task to the team member responsible for its completion. Add Labels: Use labels to categorize tasks and make them easier to find. Save and Confirm: Review the task details, and once satisfied, click "Create" to save it. Task Notification: Jira will automatically notify the assignee about the new task, ensuring they are aware of their responsibilities. Best Practices to Get The Most Out Of Jira Task Management Here are some of the best practices to get the best out of this management tool and make your project goals easier to accomplish. Here are six of them: Plan your work carefully. Before you start creating tasks in Jira, take some time to plan your work. This will help you to identify all the tasks that need to be done and to estimate how long they will take. Break down large tasks into smaller ones. Large tasks can be daunting and difficult to manage. To make your task more manageable, break them down into smaller, more manageable tasks. Set realistic deadlines. When setting deadlines for your tasks, be realistic about how long each task will take to complete. Don't underestimate the amount of time that you need to complete each task. Prioritize your tasks. Not all tasks are created equal. Some tasks are more important and urgent than others. Prioritize your tasks so that you are working on the most significant tasks first. Assign tasks to the right people. When assigning tasks, consider the skills and experience of your team members. Assign tasks to the people who are best equipped to complete them. Make sure to use Transparent/clear  Communication: Using clear and regular communication is a valuable time-saving practice. It is imperative to promptly convey any alterations or revisions in tasks, deadlines, or expectations to prevent unnecessary delays. For instance, when a client or stakeholder provides feedback, ensure swift and accurate communication with the team. This approach ensures that everyone remains well-informed and can adapt swiftly as needed. Some Challenges You Might Face in Task Management with Jira With everything that has its good side, it must sure has its bad side also, and Jira is not excluded in stuff like this. So, here are some challenges you're likely to face with this task in this project management tool Complexity of Jira: Jira is a feature-rich tool with a multitude of options and settings. Its complexity can be overwhelming for new users, leading to difficulties in setting up projects and workflows. The Challenge of Task Overload in Jira Task management in Jira can become challenging sometimes, especially when dealing with many tasks in complex projects at once. Imagine having to juggle hundreds, or even thousands, of tasks all at once. This can make it tough to stay on top of things and keep track of every task efficiently. Let's delve into this challenge and see how we can tackle it To begin a more effective task management, book a chat with a partner like On Point. We can look into your current systems, processes, and requirements to see how we can best suit your needs with Jira Software.

We all know that data drives the world in this current world we live in, organisations are increasingly relying on business intelligence (BI) tools like Power BI to gain insights from their data. However, with this increased reliance on BI comes the need for very good security and data governance measures. Without proper security and governance, organisations risk data breaches, compliance violations, and inaccurate or misleading insights. Power BI Security Power BI security encompasses the measures taken to protect data within the Power BI environment. It involves various layers of protection, including authentication, authorisation, encryption, and auditing. Azure Active Directory Integration One of the cornerstones of Power BI security is its integration with Azure Active Directory (Azure AD). Azure AD is Microsoft's cloud-based identity and access management service. By using Azure AD, you can ensure secure and controlled access to your Power BI resources. Azure AD provides a centralised platform for managing user identities and access policies. Users can log in to Power BI with their Azure AD credentials, and administrators can leverage Azure AD's security features, such as: Multi-Factor Authentication (MFA): MFA adds an extra layer of security by requiring users to provide two or more verification factors (e.g., password and mobile app verification) to access Power BI. Conditional Access: Conditional access policies can be configured to control access based on specific conditions like device health, location, or user group, adding a level of granular control over who can access Power BI. Identity Protection: Azure AD Identity Protection helps safeguard against identity-based attacks by detecting suspicious activities and taking action accordingly. Authorisation Authorisation controls what actions users can perform within Power BI. This is managed through roles and permissions, which can be assigned at different levels, such as workspaces, datasets, and reports. Roles specify what actions users can perform within Power BI, such as viewing or editing reports and dashboards. These roles can be assigned to users and groups. Data Encryption Ensuring data security is a top priority for any organisation. Power BI provides good encryption mechanisms to protect data at rest and in transit. Data at Rest Encryption: Power BI employs encryption to protect data stored on its servers. This encryption safeguards your data even when it's not actively in use. Data in Transit Encryption: Power BI uses industry-standard encryption protocols, such as SSL/TLS, to secure data transmission. This encryption ensures that data exchanged between the client and Power BI service is kept confidential and secure. Auditing Auditing tracks user activities and changes made to Power BI content. This provides visibility into who did what and when, enabling organisations to identify potential security issues or misuse of data. By implementing these encryption measures, Power BI helps mitigate the risk of data breaches and unauthorised access. Power BI Data Governance Data governance goes beyond security to encompass the overall management and control of data within an organisation. It ensures that data is accurate, consistent, and compliant with regulatory requirements. Data Quality: Data quality ensures that data is accurate, complete, and consistent. This involves data cleansing, validation, and standardisation processes. Data Ownership: Data ownership defines who is responsible for specific data assets. This includes assigning roles such as data stewards and data custodians. Data Policies: Data policies establish guidelines for data usage, access, and sharing. These policies should align with organisational goals and regulatory requirements. Data Catalogue: A data catalogue provides a centralised repository of information about data assets. This includes metadata, data lineage, and data ownership details. Data Lifecycle Management: Data lifecycle management oversees the entire lifecycle of data, from creation to archival or deletion. This ensures that data is properly managed throughout its lifespan. Best Power BI Security and Data Governance Practices to Protect Your Business Insight Establish a Data Governance Framework: Create a comprehensive data governance framework that outlines roles, responsibilities, policies, and procedures for managing data within Power BI. Implement Role-Based Access Control (RBAC): use RBAC to assign specific permissions to users based on their roles and responsibilities. This ensures that users have access only to the data and resources they need. Enable Auditing and Monitoring: Enable auditing and monitoring to track user activities and changes made to Power BI content. Regularly review audit logs to identify potential security issues or misuse of data. Educate Users on Security and Governance: Provide training and awareness programmes for users on Power BI security and data governance policies. This helps to minimise the risk of accidental data breaches or non-compliance. Leverage Data Governance Tools: Utilise data governance tools to automate and streamline data management processes. These tools can help with data cataloguing, data lineage tracking, and policy enforcement. Regularly Review and Update Policies: Regularly review and update data governance policies to ensure they remain aligned with organisational goals and regulatory changes. Conclusion Power BI security and data governance are important for organisations that rely on data-driven insights. By implementing robust security measures and establishing a comprehensive data governance framework, organisations can protect their data assets, ensure data integrity, and maintain compliance with regulatory requirements. This guide has provided a detailed overview of Power BI security and data governance concepts, best practices, and tools. By following these guidelines, organisations can effectively safeguard their data and ensure its responsible and compliant use within the Power BI environment.

In today's business environment, organisations are facing a growing number of compliance and audit requirements. These requirements can be complex and time-consuming to meet, and failure to do so can result in big financial penalties and reputational damage. Whether it's healthcare, finance, or information security, compliance is important for maintaining trust, protecting sensitive data, and avoiding costly fines. To achieve and demonstrate compliance, organisations must be prepared for audits by maintaining comprehensive records and having effective incident management processes in place. One valuable tool for achieving compliance and audit preparedness is Opsgenie, an incident management and alerting platform. Opsgenie can help organisations meet compliance and audit requirements by providing a centralised platform for managing alerts and incidents. Opsgenie can also help organisations automate many of the tasks involved in compliance and audit preparation, such as collecting and documenting evidence. Understanding Compliance and Audit Preparedness Before getting deep into Opsgenie's role in compliance and audit preparedness, let's first establish a clear understanding of what compliance and Audit preparedness is What Is Compliance? In short, easy to understand layman’s language, Compliance is simply the act of following laws, regulations, and standards relevant to a specific industry or jurisdiction. It is the organisation's commitment to adhering to established rules and guidelines to ensure its operations are legal, ethical, and safe. Compliance can cover a broad range of areas, such as data security, financial transactions, healthcare practices, and more. What Is Audit Preparedness? Again, in simple terms, Audit preparedness refers to an organisation's readiness to undergo an audit, which is an examination of its processes, policies, and records to make sure that they comply with established rules and standards. Audit preparedness involves having all necessary documentation, policies, and procedures in place to prove that the organisation complies with relevant regulations and standards. It's about being able to demonstrate, through records and evidence, that the organisation is operating within the bounds of the law. What are the Requirements for Compliance and Audit? Compliance and audit requirements will certainly vary depending on the industry and jurisdiction in which an organisation operates. However, there are some common requirements that most organisations must meet, such as: Maintaining accurate and up-to-date records Implementing and enforcing security controls Monitoring and reporting on system activity Responding to incidents in a timely and effective manner How Opsgenie can Help you with Compliance and Audit Preparedness Now you know the basics of what this tool is, let’s move on to how this tool can help you and your organisation when it comes to Compliance and Audit Preparedness. Let’s dive in. Incident Tracking Incident tracking is a fundamental aspect of compliance and audit preparedness. Organisations need to keep a record of incidents that could have compliance implications. These incidents might include security breaches, system outages, data loss, and more. Opsgenie provides a centralised platform for tracking and managing such incidents. Imagine a scenario in which a healthcare organisation experiences a data breach. To meet compliance requirements, they need to document this incident thoroughly. Opsgenie allows them to create a dedicated incident record, capturing essential details, such as the date and time of the breach, the affected systems, and initial actions taken. Alerting Timely response to incidents is often a compliance requirement. Opsgenie gives you access to powerful alerting and escalation features to make sure that the right teams or individuals are notified immediately when an incident occurs. Documentation and Reporting Incident documentation is another part and requirement for compliance and audit preparedness. Opsgenie provides tools for documenting incident details, actions taken, and resolutions. This documentation serves as a historical record of how an organisation responds to and manages incidents. In the event of an audit, this documentation can be invaluable. Auditors can review the incident records to assess how the organisation handled incidents, whether they followed established procedures, and whether they took appropriate corrective actions. Incident management Opsgenie can help organisations manage the entire incident lifecycle, from initial alert to resolution. This includes assigning incidents to the appropriate personnel, tracking progress, and documenting all actions taken. Compliance Workflows Custom workflows in Opsgenie can be created to ensure the correct steps are followed when handling incidents with compliance implications. These workflows include predefined checklists and actions that need to be taken to meet regulatory requirements. How Opsgenie Can Be Used to Meet Compliance and Audit Requirements Here are some specific examples of how Opsgenie can be used to meet compliance and audit requirements: PCI DSS: By offering a unified platform for handling alerts and events connected to credit card data, Opsgenie may assist enterprises in meeting the credit Card Industry Data Security Standard (PCI DSS). SOX: By providing a mechanism to track and record any changes to an essential system, Opsgenie may assist firms in meeting the Sarbanes-Oxley Act (SOX). HIPAA: Opsgenie can help enterprises in complying with the Health Insurance Portability and Accountability Act (HIPAA) by offering a method to promptly identify and respond to any patient data breaches. Benefits of Using Opsgenie There are many benefits to using Opsgenie for compliance and audit preparedness, including: Reduced risk of non-compliance: By offering a unified platform for monitoring alerts and events, as well as automating many of the procedures associated to compliance and audit preparation, Opsgenie may assist companies in reducing the risk of non-compliance. Improved incident response: Opsgenie can help organisations improve their incident response times by quickly identifying and escalating potential compliance or audit issues. Reduced costs: By automating many of the procedures involved in compliance and audit preparation, Opsgenie may assist firms in lowering their expenses. BE AUDIT PREPARED, GET OPSGENIE. Don't leave your audit readiness to chance; Opsgenie equips you with robust incident management and alerting capabilities, ensuring your business stays proactive, responsive, and audit-ready. Take control of your operations today. Book a call with onpoint, your trusted partner for audit preparedness.

We have some good news to share with all Business Central users. Microsoft has introduced an Analytical Mode that will make work easier for you. Now you can analyse the data directly within the selected page, without exporting files. Although Business Central is a versatile ERP system, more comprehensive data analysis and reporting were possible only in external systems. You can now use your data in the system for calculations, an overview, and other functions that will solve your daily agenda. The pivot tables you know from Excel are finally available directly in your ERP system. You can compare customers based on their purchases, suppliers by price or country, and even invoices by dimensions. Safe Data Instead of the traditional report, where you only set parameters and filters, this feature offers the option of multiple cards where you can pick different inputs and compare available information more easily without complex switching. Another advantage is that any activity in data analysis mode does not change the information or its distribution within the original file. Therefore, you do not have to worry about any irreversible changes. Turn on The New Feature Please note that the data analysis mode is currently in the Preview version. If you want to start using it, please get in touch with your administrator. If you happen to be the administrator of your account, you can enable the mode on the Feature Management page by enabling the Data Analysis feature. For more information, you can visit the official Microsoft page. After enabling it, you will find that in the data analysis mode, the page is divided into two parts. The main part is where all data and card summaries are, and the data editing part, is where columns with filtering parameters are located.

Business Central v.23 brings several new features. In the second wave of the update, Microsoft introduces functions that will make work easier for businesses and speed up project implementation. What are these features? Easier Sharing within the Platform Configuring OneDrive integration gives administrators new options to control which documents they want to share across a team or business. All shared files are now stored on OneDrive, making them easily accessible, with everyone having a unique link with specific permissions. This means you no longer need to print and hand invoices to colleagues - you can now send files directly to Microsoft Teams and Outlook with a few clicks. Editing in Excel in a Few Clicks Perhaps more than saving space, you're interested in saving time. Then y,ou will appreciate the updates related to Excel editing. If you enable OneDrive for System Features, you can easily edit a file in Excel for the web, and it will then be copied to your Business Central folder on OneDrive. The advantage is high user-friendliness - all adjustments can be made in a few clicks. Links Shared via Teams now have Previews Updates within Teams will also save you time. Not only do you share files without having to open the Teams app and click between windows – the link now shows a preview. After sending the file, a compact card is generated, allowing you to immediately see what the file contains. When sending, you choose whether you want to share only the link or attach the mentioned preview as well. Layout of the Invoice and Report According to the Client's Needs If your customer had special requirements for the documents sent, you previously had to deal with it through a Microsoft partner. It was not possible to just open Word and edit everything at once. With the new update, you can now handle it yourself. You can set your own document layout. You just need to define, for example, a sales invoice or "Sales order confirmation" and design a template or dynamically add text. Not only that, but you can then easily use the template for other customers and reports. You also have an overview of your templates via the drop-down menu. With this feature, you can pick from multiple templates for the same set of report data, such as an Excel layout, and different requirements—such as meeting scheduling, mail merge, or board meeting recording. Switch between companies and instances without confusion Does your company have branches abroad, or do you need an overview of sister companies? Until now, you had to switch between environments for each location Now, you'll see your available companies across environments with just one link. But don't worry, you won't get lost in a sea of data. You can differentiate between companies and instances using a coloured badge and a six-character label (previously, you had to make do with three). More news and plans for D365 Business Central Microsoft makes updates based on the specific needs of its users. This time is no different. Customer feedback has led to improvements in reporting and enhancements in finance and the supply chain. In addition, it is gradually making its services available to other countries and regions. The goal is to make Business Central available in more than half of all countries around the world.

Let’s talk about Confluence Data Migration, what are some of the best practices and pitfalls to avoid when doing this? Let’s get started. Confluence, a widely used collaboration and knowledge-sharing platform developed by Atlassian, has become an integral part of many organisations, helping teams collaborate, document processes, and share knowledge effectively As organisations grow and evolve, they may need to migrate their Confluence data to a new instance or platform. This can be a complex and time-consuming process, but it can be done smoothly and efficiently with careful planning and execution. This is an in-depth guide to Confluence data migration, covering best practices and pitfalls to avoid. Why is Data Migration Necessary? Several reasons may prompt a Confluence data migration: Software Updates: As Confluence evolves, new versions are released with improved features, security updates, and bug fixes. To take advantage of these enhancements, you may need to migrate your data to a newer version. Platform Transition: organisations sometimes decide to move from Confluence to another collaboration platform or vice versa. Data migration is important to ensure a seamless transition and retain critical information. Consolidation: If your organisations has multiple Confluence instances, consolidating them into a single instance can simplify management and improve collaboration. Data migration is crucial for this process. Data Cleanup: Over time, Confluence spaces can become cluttered with outdated content. Data migration provides an opportunity to clean up and organize your content effectively. Best Practices for Confluence Data Migration To ensure a successful Confluence data migration, follow these best practices: Have Clear Objectives and Scopes Before embarking on a data migration project, it's significant to define clear objectives and scope. Identify the specific goals you want to achieve with the migration, such as upgrading to a new Confluence version or transitioning to a different platform. Understanding your objectives will guide the planning and execution of the migration. Understand Your Current Environment Before you can start planning your migration, you need to understand your current Confluence environment. This includes: The version of Confluence you are currently using The size and complexity of your Confluence data The number of users and groups in your Confluence instance The types of content you have in Confluence (pages, blogs, attachments, etc.) Clean Up Your Data Before migrating, take the opportunity to clean up your data. Remove outdated content, duplicate pages, and unnecessary attachments. This not only reduces the volume of data to migrate, but also improves the overall quality of your knowledge base. Plan Your Data Migration Strategy Develop a well-defined data migration strategy that outlines the step-by-step process. Consider the following elements in your strategy: Migration Method: Decide whether to perform a direct migration or a staged migration. A direct migration involves moving all data at once, while a staged migration divides the process into smaller, manageable phases. Testing: Plan for testing the migration on a non-production environment to identify and resolve issues before the actual migration. Testing helps minimize potential disruptions. Backup: Always create a backup of your existing Confluence data before initiating the migration. This ensures data recovery in case of unexpected issues. Data Mapping: Clearly define how data from your existing Confluence instance will map to the new environment. Ensure that the data structure remains consistent during migration. Manage Permissions and Access Control Pay careful attention to user permissions and access control during data migration. Ensure that users retain appropriate access to their content in the new environment. Consistent access control is crucial to maintaining data security and privacy. Keep On Testing Testing is an important aspect of data migration. Conduct thorough testing in a non-production environment to identify any issues, such as data corruption, broken links, or permission problems. Resolve these issues before the final migration to minimize disruptions. Start the Migration Once you've completed all the preparation and testing, it's time to execute the migration. Follow the plan you've developed, closely monitor the process, and be ready to address any unexpected challenges promptly. Do a Post-Migration Review After the migration is complete, conduct a thorough post-migration review. This involves: Verifying that all data has been successfully migrated. Checking user access and permissions. Addressing any issues or discrepancies that may have arisen during the migration. Collecting feedback from users and stakeholders to further improve the new Confluence environment. Pitfalls to Avoid While the best practices mentioned above can significantly improve the likelihood of a successful Confluence data migration, it's equally important to be aware of common pitfalls and how to avoid them: Insufficient Planning Failing to plan adequately is a major pitfall. Rushing into a data migration without a well-defined strategy, objectives, and scope can lead to data loss, downtime, and frustration among users. Make sure you invest time in thorough planning and involve all stakeholders. Document a detailed migration plan with clear objectives, steps, and timelines. Not Testing Testing is very important for identifying and resolving issues before they affect the production environment. Neglecting proper testing can result in data corruption, broken links, and accessibility problems. Test your migration on a non-production environment thoroughly. Address all identified issues and discrepancies before proceeding with the final migration. Inadequate Backup Failing to create a backup of your existing Confluence data before migration is a significant risk. Without a backup, you may not have a safety net if something goes wrong during the migration. Always create a complete and verified backup of your data before initiating the migration. Ensure that you can easily restore your data in case of unexpected issues. Bad Monitoring and Documentation Not monitoring the migration process in real-time and failing to document progress can make it challenging to identify and address issues promptly. Continuously monitor the migration process, document your progress, and maintain a log of changes and issues encountered. This information is invaluable for post-migration analysis. No Post-Migration Review Failing to conduct a post-migration review can lead to unresolved issues and an incomplete transition to the new Confluence environment. After the migration is complete, thoroughly review the new environment. Verify that all data has been successfully migrated, user access is intact, and address any post-migration issues. LET US HANDLE YOUR CONFLUENCE DATA MIGRATION Leave the complexities of your Confluence data migration to the experts at onpoint. Our seasoned team is ready to seamlessly handle your migration needs, ensuring a smooth transition without the headaches. Trust us to make your Confluence data migration experience stress-free and efficient. Get started with onpoint today, your trusted partner in data migration excellence.

In today's world, data is the driving force behind almost every part of our lives, and information pervades our surroundings. The ultimate value of data, however, resides in its ability to be translated into actionable insights—a critical component of decision-making. This is where the Jet Reports and data storytelling comes into play. Data storytelling is a powerful tool for converting large and complex datasets into more accessible and cohesive tales. This astonishing transformation may be performed with the help of reporting software. Reporting software solutions such as Jet Reports play an important role in enabling firms to create engaging reports. But first, what is Data storytelling? Understanding Data Storytelling The art of translating raw data into a captivating narrative that connects with your target audience is known as data storytelling. Rather than bombarding people with dry numbers and complicated charts that are uninteresting. The idea is to infuse the data on Jet Reports with maximum impact by weaving a relevant and readily understandable story around it. When done well, data storytelling can be a powerful tool for communicating data insights. The Benefits of Data Storytelling Using data storytelling in your reporting has several benefits, the most important of which are: Enhanced Engagement: Data storytelling may capture your audience by making your data visually beautiful and understandable. This involvement leads to increased productivity. Enhanced Communication: Instead of inundating your audience with massive or complicated statistics, data storytelling enables you to explain your data insights with clarity and conciseness. This, in turn, helps to build trust among your audience and makes your data more actionable. It enables you to make a more informed decision: More and more organisations understand that data-backed judgments are the finest sorts of decisions they can make. With tools like Tableau and Jet reports for data storytelling, These firms can get their data in a narrative format that makes it simpler to comprehend, they will be able to make even better judgments. Stronger connections: Showing your stakeholders how your data can help them reach their goals and make them more money will help you develop stronger ties with them. This can result in more support for your projects as well as a more collaborative atmosphere. Using Jet Reports to Create Data Stories There are several reporting software packages available to aid in the creation of data narratives. These programmes often include a variety of data collecting, graphic display, and story production functions. Jet Reports is one of such reporting program that is well-suited for the art of effective data storytelling. Jet Reports has a slew of tools designed to make it easier to create data-driven tales, such as: Jet Reports provides seamless access to a diverse set of data sources, facilitating data collecting. Diverse Data Visualisation Tools: The platform offers a wide range of data visualisation tools, allowing users to easily pick the most appropriate visual representations. Interactive Dashboards and Reports: Jet Reports makes it easier to create interactive dashboards and reports, increasing audience engagement. Capabilities for Report Sharing: The program also allows for the simple sharing of reports with various stakeholders, such as your boss, friend, or colleague, giving them with insights into your ongoing initiatives. Jet Reports is a strong solution for anyone looking for reporting software that excels at delivering data insights simply and engagingly. Conclusion Data visualisation stands as a powerful strategy, enabling you to effectively and engagingly communicate your data insights to a wider audience. By using Jet Reports for your data storytelling needs, you can create compelling data narratives that contribute to the attainment of your business goals. Here at onpoint, we are ready to partner with you for your data visualisation projects. Set an appointment now.

In the world of business, decisions are often made in the blink of an eye, driven by our emotions. We can't always help it – we're emotional beings, after all! But when it comes to making decisions that affect a company's future, it's crucial to slow down and consider all the factors at play. Data-driven decision-making is a process where we rely on hard evidence and facts to guide our choices. The vast majority of our business decisions should be grounded in solid metrics, concrete facts, and insightful data. With Microsoft Dynamics 365 Business Central you can gather data from various aspects of a business – sales, finance, inventory, and more – and compile it into a single, user-friendly platform. This not only simplifies data collection but also streamlines the process of making sense of it all. The Types of Data M365 BC Collects and Manages. Microsoft Dynamics 365 Business Central (M365 BC) collects and manages various types of data to support businesses in making informed decisions and driving growth. Here are some key data categories that M365 BC handles: Customer data Service-generated data Diagnostic data Professional services data Time tracking and resource allocation data This data helps businesses understand the profitability of their projects, optimise resource allocation, and make informed decisions about future project investments. The Tools and Features Available for Analysing Data M365 BC offers various tools and features for analysing data. Here are some of the tools and features available. Data Analysis Mode Excel-based reporting tools Power BI integration Customizable reports and analysis views Real-time data visualisation What Data-Driven Decision can help you do? Making Informed Decisions Improving Efficiency Enhancing Customer Relationships Managing Growth and Scaling What's the Next Step? If you're a business aiming to have data driven decisions with Dynamics 365 Business Central, reach out to our experts at onpoint. We're here to assist you in transforming your work processes. At onpoint, we value that each business is unique. We take the time to comprehend your requirements, objectives, and system setup. As a trusted Microsoft partner, we offer exceptional services to help you attain your business objectives. Engage with one of our industry specialists to delve deeper into Business Central and other available solutions

Have you ever struggled to keep track of tasks, due dates, and team progress because you got lost in the project management maze? You're not the only one who may be nodding in agreement or secretly lifting your hand. Many professionals struggle every day to manage projects effectively, so do not be alarmed. In this article, we'll delve deep into the world of project management and Jira, providing you with valuable insights, strategies, and, most importantly, tips for effective issue tracking in Jira Software. Jira allows you to seamlessly manage a complex array of tasks and projects while keeping all the pertinent information neatly tucked away in one easily accessible location. Jira is more than simply an issue management tool. Jira's intuitive layout makes it easy to manage tasks, from generating them to assigning them to team members, setting deadlines, and monitoring progress. What is an Issue Tracking Tool? When working in the software industry, encountering bugs and issues is inevitable and the process of identifying, monitoring, and resolving these bugs can be time-consuming and frustrating, especially if you don't have a dedicated tool to keep track of everything. Fortunately, there are a plethora of bug and issue-tracking solutions available in the market that can make this process a lot easier and more efficient. One thing to keep in mind, however, is that not all of these tools are created with the same exact goal in mind. Each issue-tracking tool comes with its own set of advantages and disadvantages, so it's crucial to assess and choose the one that best fits your team's specific needs. For instance, some of the most popular options out there include Jira, Trac, and Bugzilla. While they all serve similar purposes, they each have their own unique features, and these features can make a significant difference in how well they work for your team. Of course, these are just a few examples, among many others out there. Once again, the key is to do your research and figure out which software tool aligns best with your team's specific needs and preferences. By doing so, you can streamline your development process, reduce the time and resources spent on issue tracking, and ultimately deliver better end results to your users. Why Jira Issue Tracking Software is the Key To Project Management Success The key to achieving success in project management lies in the good use of the Jira issue-tracking system. It provides a comprehensive platform that aids in keeping track of tasks, as well as anticipating and addressing potential issues and challenges. Jira’s issues are equipped with detailed fields and insights that make it the ultimate tool for managing tasks and understanding customers' needs. Context plays a critical role in using Jira as it determines the necessary steps to be taken based on various crucial factors. For instance, a product owner can leverage Jira issue tracking to monitor project progress, identify unassigned and blocked issues, and plan for new releases. On the other hand, Jira Service Management agents can use it to keep Service level agreements (SLAs) on time, quickly identify similar problems, and resolve them promptly. Tips for effective issue tracking in Jira Here are a bunch of tips to help you effectively track issues in Jira. By following these tips, you'll enhance your Jira experience and improve your team's issue tracking efficiency. Let’s dive into them without further ado: Carry Out Effective Training Proper training is crucial for the effective use of Jira features. It is essential to provide training to teams on how to track progress from issue creation to closure. Effective training ensures that teams can use Jira project management's features to their full potential and leverage its capabilities to enhance their workflow. Implement Service Management Queues Jira Service Management Queues is a powerful tool for organising and managing customer service enquiries. It allows teams to create different queues based on the type of enquiry, making it easier to manage customer requests and ensuring timely resolution. Ticket Status Visibility: Ensuring easy access to ticket statuses is crucial to prevent oversight and ensure that all issues are addressed. By providing visibility into ticket statuses, teams can quickly identify issues that require immediate attention and prioritise their activities accordingly. Optimise Project and Issue Tracking: Jira provides various features for issue tracking, such as tracking by project, issue type, task type, or labels. These features allow teams to easily manage their workflows by organising issues based on their relevance and ensuring that they are addressed in a timely manner. Use Custom Filters: Custom filters should be created in Jira to provide better issue visibility based on specific criteria. Your team can filter issues that may pop up based on priority, status, or any other relevant attribute to quickly identify issues that require attention. Issue Following: Following specific issues is an effective way to stay informed of real-time changes in the team workspace. Make sure your team members customise their notifications to receive updates on specific issues, ensuring that they are always aware of any updates or changes made. Streamlining Reporting and Monitoring: Efficiently identifying and addressing issues requires streamlined reporting and monitoring. Jira provides various reporting and monitoring features that allow team members to quickly identify issues and take action to address them. Leveraging Metadata for Insights: Jira allows teams to leverage metadata to gain insights into the issue-tracking process. By analysing metadata, teams can identify patterns and trends, gain insights into their workflow, and make informed decisions to improve their processes. Benefits of using Jira as an issue-tracking software Jira software stands out for its numerous benefits that streamline project management. Its unparalleled customisation options empower users to tailor workflows and issue tracking to their exact needs. The platform promotes seamless collaboration with real-time updates, enhancing team communication. Jira's robust reporting and analytics tools provide valuable insights for data-driven decision-making, and its extensive integration capabilities ensure compatibility with other essential tools. With scalability to accommodate projects of any size, Jira remains an indispensable asset for effective project management. Here are some of the benefits that make the Jira software stand out: User-Friendly Interface: Jira's interface is easy to navigate, making it simple for everyone, from developers to project managers. Automation: Jira eliminates the need for manual data entry, reducing errors and saving time. Comprehensive Reports: This issue-tracking tool also provides detailed reports and charts that help you track progress and identify areas that require improvement. Industry Standard: Jira has been evolving for years and has become an industry-standard, bug-tracking tool, which means it has been tried and tested by many organisations. Robust Integrations: Jira integrates with popular tools like Slack, Trello, Asana, and more, making it easy to access the information you require, all from one platform. Customisability: Jira offers a high level of customisation, allowing users to tailor the software to their specific needs. Collaboration: The Jira project management software enables team collaboration and communication, making it easy to work together to resolve issues. Security: Jira offers top-notch security features to ensure that your data is safe and secure. Conclusion In order to manage your projects more effectively, it's vital to keep track of any issues that may arise during the day-to-day running of project and task management. Fortunately for you, Jira Software is an amazing tool for doing just that! By strictly adhering to the following tips and strategies we've discussed in this blog post, you can significantly improve your team's productivity, foster better collaboration, and ensure the success of your projects. With the Jira project management software on your side, you'll be able to tackle any hurdles that may come your way.

In the first wave of the new version Business Central v.22, Microsoft introduces a series of innovations that will help you increase your team's productivity and expedite the implementation of critical projects. What are these innovations? Clearer reporting You can now analyse data in pivot tables directly in Business Central. In your reports, you can easily group, filter and save information in the report. What does this mean in practise? "If you have a list of all sales invoices, and you want to divide them by month, you previously had to export them to Excel. Now you just need to switch the table to the analytical view, which turns the overview into a contingency table," explains Stephen Abela, founder of On Point. "The principle works across the entire system, for all reports and lists," he adds. Data for all your businesses The new update makes it easier to transfer settings and data from one company to another, while also enabling cross-company data synchronisation. For example, if you have a supplier that provides goods to several companies, you can share the necessary data, such as financial accounts, supplier data, etc. This feature was developed and added by Microsoft based on the needs of real users. Our clients have been able to use it previously through our Master Data Company add-on. Small changes, big impact Other financial accounts when billing a customer Accountants can now record transactions and receivables to a different account than what is specified in the customer's invoice or the supplier's bill. For example, if it is a transaction with a bad debt on the invoice. This feature is currently only available for developers. Control tool for financial accounts You can now expedite the reconciliation of financial accounts through automation. Business Central will perform a review for the CFO and flag 20% of problematic items that need to be reviewed manually. The user can request to start the queue "A job queue allows you to run batch jobs, reports, calculations - anything we want to run periodically. But its big disadvantage was that if there was an error and the queue fell, only the admin could start it. This happened, for example, when the other party that Business Central was trying to contact was unavailable - for example when checking the reliability of a VAT payer. Now anyone can request to restart the queue and the admin will only confirm this request," explains Stephen Abela. Table optimisation Now, within Business Central forms, you can extract specific fields from tables (such as employee ID, address, and similar data) that interest you. All these without the need for intervention from Microsoft or their partners, as was the case before. Drag & Drop You can just drag and drop the required file onto the open window and you don't have to click through to import the file. New keyboard shortcuts After pressing the Alt key, tips will appear to offer keyboard shortcuts. If you want to fully utilise these shortcuts but currently lack knowledge about them, we are preparing a concise guide for you. Tip: Learn more about the next wave of updates on our website

"Just one second, let me find that file..." is an oft-muttered phrase around the office when using Microsoft Dynamics 365 Business Central. Document management eats up time, more so with the increasing reliance on digital collaboration. We know that all-too-familiar feeling – digging through subfolders to find the right attachment version, opening documents just to preview them, or dealing with clunky navigation between files. If you have nodded in frustration over document management headaches like these, then it's time to use an Attachment Management solution for Business Central. Users voiced their needs and we listened-the result is an Attachment viewer. But before that, let's understand what are the key pain points with attachments that drain productivity daily. 3 Pain Points with Microsoft Dynamics 365 Business Central The Frustration of Traditional Attachments Every BC user knows the frustration of dealing with attachments. Whether it's sales invoices, job planning lines, or any document, the struggle remains the same. You're forced to download files, clutter your storage, and waste precious time. Additionally, attachments are often lost or corrupted. No Preview Makes Identifying Files Hard Without attachment previews in Business Central, you're left guessing what's actually in each document based solely on the file name. Opening attachments just to check if it's the correct file or the latest version is inconvenient and disruptive to workflows. Clunky Attachment Management Slows Processes Uploading and navigating between attachments in Business Central can be surprisingly clunky for a modern ERP system. You find yourself having to click through numerous screens and menus just to view, download or share a simple file. The fractured, fragmented attachment process forces you to jump through hoop after hoop merely to access and distribute files – an absurd reality for a cutting-edge platform. What Is Attachment Viewer, and How Does It Solve Microsoft Dynamics 365 BC Problems? Attachment Viewer is an add-on for Microsoft Dynamics 365 Business Central for some sections in many areas, such as Bank and Payments or Sales and Purchasing. You can the full list of sections you can use the add-on here. This tool is crucial for any section since it allows users to easily add attachments, either by drag and drop or by choosing them from a folder. Moreover, attachments can be quickly viewed with the help of thumbnails, without having to download every attachment. If you don’t get Attachment Viewer, what happens? Missed Deadlines: Projects and transactions would frequently miss their deadlines due to the sluggish attachment handling process. Without smooth attachment workflows, projects derail, and transactions stand still. Productivity Drain: Within your company, attachment management is a productivity drain. You and your colleagues spend excessive time managing attachments instead of focusing on value-added tasks. Time is drained from critical revenue-driving tasks. Customer Impact: Customers suffer from delayed invoices, quotes, and shipments when you struggle to find the right attachment versions needed to complete transactions. You bear the brunt of the delays, sending apologetic calls instead of confirmations. How Does Attachment Viewer Work? The Attachment Viewer add-on for Microsoft Dynamics 365 Business Central works by providing users with a simple and efficient way to manage attachments for purchase invoices and cash documents. Seamless Viewing: With Attachment Viewer, you can preview attachments without downloading them. No more wasting time on unnecessary downloads. Your workflow just got smoother. Centralised Storage: All your attachments are stored in one convenient location. Navigate effortlessly between attachments, zoom in on content, and view complete documents without ever hitting that download button. You can even delete attachments with ease. Better Job Management: Attachments can be added to Job Planning Lines, and when you create a Sales Invoice, it automatically includes attachments from corresponding Job Planning Lines. Effortless Email Attachments: Include attachments from Posted Sales Invoices when using the "Send by Email" feature. It's a breeze with Attachment Viewer. Zoom View: Additionally, users can zoom in on attachments using the keyboard shortcut CTRL + mouse wheel, and view the entire attachment by clicking on the icon situated to the right of the attachment icon. Install the Attachment Viewer extension In conclusion, Attachment Viewer is the solution you've been waiting for in your Microsoft BC journey. It eradicates attachment-related pain points, making your life easier and your tasks more efficient. No more downloads, no more clutter, just streamlined, intuitive attachment management. Say hello to the future of Microsoft BC with Attachment Viewer. Don't let attachments slow you down. Upgrade your BC experience today! Visit our website to explore the possibilities. Attachment Viewer - A Business Central Add-On Contact us at bgolasowska@onpointserv.com to schedule a free, non-binding consultation with our experts.