Maintaining timely communication with customers about outstanding payments is crucial. Business Central makes this easier with its automated reminder feature, helping businesses streamline their collection process while maintaining positive client relationships. This sets the stage for discussing the “how-to” steps for sending reminders in Business Central. Reminders can be used to remind clients of past-due amounts and to solicit payment. You can assign reminder terms to customers and set them up to manage accounts receivable. You have control over how the reminder process operates with reminder terms. You can specify a set of reminder levels for each reminder term. Rules governing when to send reminders, what fees to charge, and whether to compute interest are all included in reminder levels. A grace period setting is another feature of reminder levels that makes sure you don’t remind customers about bills they have already paid. Pre-requisites – Business Central onCloud – Reminder terms You have to choose how and when to remind clients who have past-due payments. You may also wish to deduct interest or fees from their accounts. Any number of reminder terms can be configured. Lets see how we can set automate reminders for ovedue customers Configuration: – Select the reminder term or terms for which you want to use this automation in the Reminder Terms Filter field.– Select the frequency of automation runs in the Cadence field.– Next, select whether the automation generates, issues, or sends reminders by selecting New on the Actions FastTab.– Select OK.– Complete the fields on the setup page as needed, depending on the action the automation is performing.– Go to Settings for reminder actions to find out more about the settings.– The Move up and Move down actions allow you to change the sequence in which the automation’s actions execute after you’ve configured them. Set cadence to manual and click on start button it will create reminders for customers witb overdue amount Now setup automation to issue reminders similar to above Click on action and choose Issue reminder action When issuing a reminder, entries are created in the customer ledger with details like the posting and tax dates. You can use the “Issue Reminders Setup” page to decide if these dates should be replaced by the dates from the reminder itself. For instance, if a reminder was created yesterday but issued today, the due date will adjust by one day. Once you click on start button it will move all draft reminders to issue reminder. From here by using above actions, you can sent reminders to customer manually also or mark it as sent if you already sent mail by yourself. Let’s create third entry to send reminders to customers Now before running this last job que, you need to set email body for customers Search Reminder terms and choose default value in our case we have added Domestic as a reminder term This is the template you will see when you click on “Customer Communication.” It can be changed to suit your needs. Once you schedule all three-job automatic it will start sending emails to customers Conclusion: In conclusion, automating reminders in Business Central streamlines the payment collection process, helping businesses maintain cash flow and reduce overdue receivables. By leveraging customizable reminder settings, companies can create tailored communication that encourages timely payments while maintaining positive customer relationships. The system’s flexibility and automation capabilities allow for efficient financial management, minimizing manual intervention and improving overall productivity. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction Integrating Stripe’s payment gateway with Microsoft Dynamics 365 Business Central can streamline the payment process for businesses, enabling seamless transactions, real-time invoicing, and efficient payment tracking. By doing this, businesses can automate the process of accepting online payments and manage financial data in a single platform. This blog will guide you through the steps involved in integrating Stripe with Business Central, as well as the benefits and essential considerations. Why Integrate Stripe with Business Central? Steps to Integrate Stripe with Business Central 1. Set up a Stripe Account To get started, you’ll first need a Stripe account if you don’t already have one: – Sign up for a Stripe account on Stripe’s website. – Complete the necessary account verification steps and configure your business information. 2. Create an extension for the business central Business Central allows the integration of third-party payment gateways through extensions. We will customize our business central to capture Payments, Refunds, and Disputes by using a Payment journal. 3. Configure setup in Business Central With the help of customization, we will create a stripe setup in Business Central where we can define balance accounts and other important values. 4. Link Stripe with Business Central via Azure app Will create azure app to capture all transaction with help of Stripe webhooks. When building Stripe integrations, you might want your applications to receive events as they occur in your Stripe accounts, so that your backend systems can execute actions accordingly. To enable webhook events, you need to register webhook endpoints. After you register them, Stripe can push real-time event data to your application’s webhook endpoint when events happen in your Stripe account. Stripe uses HTTPS to send webhook events to your app as a JSON payload that includes an Event object. Receiving webhook events is particularly useful for listening to asynchronous events such as when a customer’s bank confirms a payment, a customer disputes a charge, a recurring payment succeeds, or when collecting subscription payments. Benefits of Integration Conclusion Integrating Stripe with Microsoft Dynamics 365 Business Central simplifies the payment collection process, streamlines accounting tasks, and improves overall business efficiency. By following the steps above, businesses can easily set up this integration and begin accepting payments through Stripe directly within Business Central. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction Namespaces help avoid name conflicts that can arise from combining libraries by grouping code into logical groupings and hierarchies. Namespaces give the code base structure, which facilitates navigation and comprehension, guarantee uniqueness in code names, and permit name reuse in many situations. Numerous computer languages employ namespaces, and Business Central provides them with AL from Business Central 2023 wave 2 (BC23). Table Customer All objects in the code file belong to the namespace that is declared at the beginning of an AL file. Pre-requisites Business Central onCloud References https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-namespaces-overview Configuration They can be used to help avoid naming conflicts between different extensions, making it easier to maintain and understand extensions, including the relationship between different objects. Namespace syntax To declare a namespace in AL, you must use the namespace keyword followed by the name of the namespace. Some best practices for namespace keywords are: Example:  namespace DevOrg.Client.SpecificModule; You can use the same namespace declaration in other.al files to declare multiple objects in the same namespace. The same namespace is shared by all code files that employ the same namespace declaration. If you try to utilize an object after namespaces have been declared, an error will occur. Example: The error will be fixed after declaring a keyword with namespace name. Conclusion At first glance, namespaces appear superfluous and confusing, but as you use them, you’ll realize their true value and realize they’re not that complicated after all. Give them a try. These are all excellent practices that Microsoft supports as well. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction Tasks, reports, and batch processes can occasionally take a very long time to finish. Businesses frequently make use of Business Central‘s background processing capabilities to keep employees working in the meantime. If something goes wrong and an important background process stops, or isn’t scheduled for some reason, being notified of the issue can help you react quickly to resolve it. Pre-requisites Business Central on Cloud References Get notified about issues with job queue background processing | Microsoft Learn Configuration and Feature overview To stay informed about issues with job queue processing, you can subscribe to external business events triggered under the following conditions: – Job queue processing fails after multiple retries. – Job queue processing fails to schedule. These external business events can be captured using the “When a business event occurs” trigger in a Power Automate flow. For added flexibility, we’ve included a couple of pre-built Power Automate templates with this feature. You also have the option to create a custom Power Automate flow to tailor a notification system that suits your business needs. For example, you can: – Notify the user whose credentials are used by the job queue. – Notify recipients specified in the Business Central admin center. Additionally, new job queue APIs enable automation to address specific job queue issues by restarting or rescheduling the job queue. Conclusion In conclusion, this feature offers a robust solution for monitoring and managing job queue processing issues. By subscribing to external business events and utilizing Power Automate flows, you can ensure that critical notifications are promptly delivered to the right individuals, enhancing your business’s responsiveness. With the added flexibility of built-in templates and customizable flows, along with the new job queue APIs, you have the tools needed to efficiently address and mitigate job queue disruptions, ultimately improving operational reliability.

Introduction In D365 Business Central, developers or system administrators have multiple user accounts. To ensure they are logged in with the correct account, they need to see the full username instead of just the initials displayed on the navigation bar. Let’s explore how to display the full username on the navigation bar. Pre-requisites Business Central onCloud Step-by-Step Guide to Configuring Username Display: Upon logging in to Business Central, the user’s profile photo will appear in the upper right corner. If the profile photo is not customized, it will automatically display the user’s initials. Open admin center Choose org settings under settings option Then click on Organization profile> Custom themes and then add new theme In Default theme you can see option to shows username on navigation bar Once above setting is done you can refresh your browser, now you can see full name on navigation bar. Conclusion For administrators and developers who oversee numerous accounts, specifically, personalizing the way usernames are displayed in D365 Business Central is a straightforward yet powerful method to improve user experience. You can quickly set up your navigation bar to display your full username, which will add clarity and guarantee that you are logged in with the correct account, by following the instructions in this guide. This minor modification can streamline your workflow and lower the possibility of errors, greatly improving your daily interactions with Business Central. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction Hi, Readers. Today I would like to talk about How to create a Business Central free trial tenant. References https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3?activetab=pivot:overviewtab Steps: Step 1: Search Office 365 E3 on Google or click on the below link. https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3?activetab=pivot:overviewtab Click on the Free trial Fill in personal details which are required Step 2: In the next screen, enter the domain you want example bclearning.onmicrosoft.com Set a password and click on Next Step 3: Enter Any Registration no. (Ex. Any Unique no.) You have successfully created an Office 365 account. Ensure that you are logged in with this account. Step 4: Now you need to open this link in your browser https://businesscentral.dynamics.com/ Click on Continue. Step 5: You can create multiple users here. If you don’t want it, just select the skip option. Here is your Business Central free trial tenant. Now you can explore Business Central. Hope this help. Thanks for reading.