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Dynamics 365 Business Central

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Jul 22, 2024

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  • Users can create a month-end checklist in Microsoft Dynamics 365 Business Central using the User Tasks feature.
  • User Tasks is a little-used tool that allows users to assign tasks with start and due dates and link them to the necessary pages for work.
  • User Task Groups can be created and assigned to specific tasks, making it easier for users to organize and complete their work.
  • Recurrence options are available for tasks that need to be completed on a regular basis, such as monthly tasks.
  • Users can track task completion and progress within assigned User Task Groups.
  • The User Task List allows users to filter tasks by start date and go directly to the workspace assigned to the task.
  • Recording progress and completing tasks involves assigning tasks to individual users and indicating percentage completion.
  • With proper setup, users can effectively manage month-end tasks in Business Central using the User Tasks feature.

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