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Setting Up Business Central On-Premise (BC-230) on a Virtual Machine

Introduction: Microsoft Dynamics 365 Business Central (formerly known as Microsoft Dynamics NAV) is a comprehensive business management solution that helps organizations streamline their financials, supply chain, sales, and customer service processes. It offers robust features for managing various aspects of your business, from inventory control to financial reporting. In this blog post, we’ll focus on the steps to download and install Business Central on-premises within a virtual machine. Whether you’re a developer, IT administrator, or business user, understanding this process is essential for setting up a local environment to explore and work with Business Central. Pre-requisites: Steps: 2. Choose the region for the business central 3. Extract the downloaded file. 4. Go to the extracted file and click on setup. 5. Choose Advanced Installation Options -> Choose an Installation Option -> Custom. 6. Make all the listed components available (Run from My Computer) or (Run all from My Computer). 7. Make the necessary changes. 8. Go to Azure Portal and assign the DNS Name in Azure Portal. 9. After the successfully installation, go to Windows PowerShell ISE -> “Run as Administrator” and execute the below commands line by line. Set-ExecutionPolicy unrestricted -Force Import-Module ‘C:\Program Files\Microsoft Dynamics 365 Business Central\230\Service\NavAdminTool.ps1’; Get-NAVServerConfiguration -ServerInstance BC230 Set-NAVServerConfiguration -KeyName EnableDebugging -KeyValue true Set-NAVServerConfiguration -KeyName DeveloperServicesEnabled -KeyValue true Restart-NAVServerInstance -ServerInstance BC230 Get-NAVServerUser BC230 Set-NavServerUser -Company ‘CRONUS International Ltd.’ Note: Upon executing the New-SelfAssingedCertificate command, a Thumbprint will be generated. Please retain the thumbprint ID for your reference. New-SelfSignedCertificate -DnsName “www.shubhazure.eastus.cloudapp.azure.com” -CertStoreLocation “Cert:\LocalMachine\My” 10. After creation/installation of Certificate, Go to Manage Computer Certificates > right-click on the Certificate > All Tasks>Manage Private Keys > Add NETWORK SERVICE and allow access to all the users and copy the certificate to Enterprise Trust, Trusted People, Trusted Publisher and Trust Devices folder. 11. Go to IIS Manager in that BC230 -> click on Browse “:8080 (http)”. 12. Change Credential Type and Add Thumbprint Set-NAVServerConfiguration -KeyName ServicesCertificateThumbprint -KeyValue Set-NAVServerConfiguration -KeyName ClientServicesCredentialType -KeyValue NavUserPassword 13. Change the Credential Type in navsettings.json file: This tells Business Central Clients to change the CredentialTypes for the Client. Goto C:\inetpub\wwwroot\<WEB SERVER INSTANCE>\navsettings.json 14. Go to Users in Business Central, insert the Password: 15. Binding your Web Server Instance with SSL / Self-Signed Certificate in IIS: 16. Restart the Server Instance in Business Central Administration and Webserver instance in IIS.  Result After inserting the credentials, you will get access to Business Central. Conclusion Thus, in this blog we saw how to download Business Central (BC230) on Virtual Machine. We hope you found this article useful and if you would like to discuss anything you can reach out to us at transform@cloudfonts.com. 

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Tenant Creation and User Permissions for Business Central using Azure Portal

Introduction: Creating a tenant in Microsoft Entra-ID or Azure Active Directory (AAD) is a simple process that can be accomplished through the Azure portal. The portal serves as a centralized hub for managing Azure Active Directory and executing various administrative tasks, including the creation of a new tenant. Additionally, this blog will cover how to create a user and grant them permissions. Pre-requisites: Steps: Sign in to Azure Portal. Navigate to Microsoft Entra ID tenants: Select “Create”: Choose the type of tenant: On the Basics tab, select the type of tenant you want to create: Click Next: Configuration to proceed. Provide the necessary information: Organization name: Type your desired organization name (e.g., “Cloudfronts”). Initial domain name: Choose an initial domain name (e.g., “cfblogs”). Country/Region: Select your desired country or leave it as the United States. Review and create: Your new tenant is created: Check your user account: User can change their User Principal Name (which is generated by the system) by clicking on user e.g. “Shubham Prajapati” Now Sign in to Business Central Business Central Sign In | Microsoft Dynamics 365 Now put the User principal name As password was not set during tenant creation. Go to > Forgot Password After setting up the password you can successfully login to your Business Central Now Go to Settings > Admin Center Now Click on Upper Left Corner > Admin Go to Active Users > Click on the user which you want to give permission to access central, then go to Licenses and apps and select Licenses > Save changes Once permission is provided Go to Users page in business central and click on Update users from Microsoft Now the user is being updated, to give environment permission click on the user whom you want to give permission To give environment permission to user click on New Line > Select appropriate permission to user Conclusion Thus, in this blog we saw how to create a tenant for business central and how to add users and give permissions to them. Thank you for reading hope this helps!

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How to create Virtual Machine on Azure Portal?

Introduction: A virtual machine (VM) is like a computer within a computer. It’s software that emulates a physical computer, allowing you to run multiple operating systems and applications on a single physical machine. VMs are useful for testing software, running different operating systems simultaneously, isolating applications, and consolidating hardware resources. They provide flexibility, scalability, and cost savings by reducing the need for physical hardware and allowing for more efficient resource utilization. Pre-requisites: Configuration: To create a Virtual Machine using Azure Portal Go to Azure Portal and sign in with your credentials. Once you are signed in, you will see the Azure Portal dashboard. This dashboard is customizable and can be tailored to your needs. To create a new resource, click on the Create a resource button on the left-hand side of the dashboard. You will be taken to this page where you can select the type of resource you want to create. Choose the appropriate resource type and follow the prompts to create it. To create a Virtual Machine, select that and enter required credentials. After the deployment is complete click on “Go to resource”. Click on Connect and download the RDP File. Now the Virtual Machine is created. To start the Virtual Machine, Click on Select > Start VM Then go to downloads and click on the downloaded RDP File > Connect. Enter the password which you had entered while the creation of Virtual Machine. Conclusion Thus, in this blog we saw how to create virtual machine and how to setup Business Central on Virtual Machine. Thank you!

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Transfer Environment in Business Central

Introduction: The Transfer Environment feature in Microsoft Dynamics 365 Business Central allows you to seamlessly move an environment from one Microsoft Entra tenant to another. Here are the key points: Purpose: Self-Service Process: Steps: This streamlined process enhances flexibility and efficiency for managing Business Central environments across different tenants. Pre-requisites: Steps: 2. We are going to transfer “Shubham” to different tenant. Click on “Environment Transfers” 3. Go to Transfer Environment. 4. Select the environment that you are going to transfer and enter the Destination Tenant id. It is also possible to schedule the transfer within 2 weeks and set the time when it should be transferred. 5. Now go to Destination Environment > Admin Center. 6. Click on Environment Transfer > Receive Environment. 7. Enter the Source Tenant id (source from where the environment is to be send). Click on Next. 8. After that in Pending Incoming transfers the Environment will be displayed. Now just click on the Environment and Confirm. 9. The Environment is being successfully transferred. Note: If the destination tenant already has 1 Production environment and 3 Sandboxes, environment transfer is not possible. For successful transfer, the destination tenant must have no existing production environments (if you are transferring a production environment) or fewer than 3 sandboxes (if you are transferring sandbox). Conclusion: In conclusion, this blog has provided valuable insights about how to transfer environment in business central. Thank you very much for reading. I hope this helps!

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Optimizing Project Impact: Continuous Monitoring of Client System Utilization for Enhanced Value Deliver using Business Central

Introduction: It is crucial for the management team to track the client’s utilization of the system as a key metric for assessing the project’s success and the value it brings to the client. To facilitate this monitoring process, I have developed a utility that can automatically generate and send reports to the management team, detailing the number of records created in specified tables. For example, during the initial master data upload phase, 1500 data added into the Customer table. Subsequently, over the following month, this figure increased to 1750 and then to 1950. Such trends signify that the client is utilizing the system in line with expectations. Pre-requisites: Configuration: Usage Statistics Setup Page: This page, contains two main fields:- Collect Statistics (Boolean) and Mail Recipients (which contains email id’s to which the report has to be send) and one more field that is primary key field is added in table but not in page and it is set to code due to which the header we get as required in Usage Statistics Setup Page. The datatype of the field primary key is set to header because the default number of code is null. Regex is used for pattern matching. Here, email validation is added on Mail Recipients. User can enter multiple email addresses in this format eg. abc@gmail.com;xyz@gmail.com. If the Collect Statistics is enabled than only you can process further and there should be at-least one mail id present in Mail Recipients. Usage Statistics Configuration Page: This page contains the actual data from which the data will be passed and report will be generated. The list and the card pages are also created with same fields. The “All Object With Caption” is used for viewing all object details in the system. The trigger lookup is used to get the table no. and table name at runtime. After fetching the specific table no. and table name, fields will filter according to the filter field 1 value, same goes for filter field 2 value. (filter field 2 is added according to the requirements.) The FieldsDisplay procedure is used to retrieve field no. and field name of the according to its record. In Filter Field 1 Name any field can be selected and filter field 1 value must be set according to that field. Create Statistics Report: This report is designed to automate the generation of usage statistics based on configurations specified in the “Usage Statistics Configuration” table. The report is flagged as “ProcessingOnly,” indicating it is intended for background processing rather than direct user interaction. The dataset within the report contains a data item with an “OnAfterGetRecord” trigger, which executes after each record is retrieved. This trigger is responsible for processing each configuration record, applying filters, and updating or inserting records into the “UsageStatistics” table. Additionally, the report features an “OnInitReport” trigger that checks the “Usage Statistics Setup” table to ensure that statistics collection is enabled. If this condition is not met, an error message is displayed, and the report exits. In essence, this report streamlines the creation of usage statistics in Business Central, adhering to specified configurations and ensuring the necessary setup conditions are satisfied before processing. Usage Statistics Page: After filter the number of records the data which will be generated will be displayed in this table. List will also be created with same fields. In Record Count the number of values are there which satisfies the filter condition. Send Statistics Report: This report is designed to send usage statistics via email. Let’s break down the code: The report begins with specifications such as its application area, caption, and usage category. Notably, it is marked as a “ProcessingOnly” report, indicating it is intended for background processing rather than direct user interaction. The OnInitReport trigger executes when the report is initialized. It checks settings in the “Usage Statistics Setup” table, ensuring that statistics collection is enabled (“Collect Statistics”) and valid mail recipients are specified (“Mail Recipients”). If these conditions are not met, error messages are displayed, and the report exits. The main functionality is in the OnPostReport trigger, which executes after the report is processed. It performs the following steps: Email Excel Sheet: In this, on 22nd date after applying the filters the output is given and on 24th it again checks by applying same filter since new data was not added in the respective table that’s why it is showing the same data. Conclusion In conclusion, the automated reporting tool plays a pivotal role in monitoring client system utilization, revealing encouraging trends such as the gradual increase in customer records. These insights affirm the project’s success and underline its value to the client, reinforcing our commitment to proactive monitoring for continual optimization and client satisfaction.

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Get and Post Method in Business Central

Introduction: HTTP (Hypertext Transfer Protocol) is a protocol used for communication between web servers and clients. When a client sends a request to a server, it is called an HTTP request. The request consists of a request line, headers, and an optional message body. The request line contains the HTTP method, URL, and HTTP version. The headers contain additional information about the request, such as the user agent and content type.  When the server receives the request, it sends back an HTTP response. The response consists of a status line, headers, and an optional message body. The status line contains the HTTP version, status code, and reason phrase. The headers contain additional information about the response, such as the content type and server type. Pre-requisites: Configuration: So, in this we are going to use table extension of the table Item [Record id: 27]. It extends the “Item List” page by adding a button after the “History” action. The button is defined as an action with the following properties: ApplicationArea, Visible, Image, and trigger OnAction(). When the button is triggered, it sends an HTTP request using the HTTPRequestFact() and HTTPRequestFactPost() functions. The HttpClient.Get method to send an HTTP GET request to retrieve data from a remote server. The syntax for the HttpClient.Get method is as follows: [Ok := ] HttpClient.Get (Path: Text, var Response: HttpResponseMessage) Here, Path is the path of the resource you want to retrieve, and Response is the response received from the remote endpoint. The HttpClient.Get method returns a Boolean value indicating whether the operation was successful or not. If the operation was successful, the Response parameter will contain the response received from the remote endpoint. This code sends an HTTP GET request to the URL https://ene6g2z8lzf2g.x.pipedream.net/ using the HttpClient.Get method. The response received from the remote endpoint is stored in the Httpresponsemessage variable. If the operation was successful, the response is read as a string and stored in the Response variable. Finally, the Message function is called to display the response on the screen. The HttpClient.Post method to send an HTTP POST request to a remote server. The syntax for the HttpClient.Post method is as follows: [Ok := ] HttpClient.Post (Path: Text, Content: HttpContent, var Response: HttpResponseMessage) Here, Path is the path of the resource you want to post data to, Content is the HTTP request content sent to the server, and Response is the response received from the remote endpoint. The HttpClient.Post method returns a Boolean value indicating whether the operation was successful or not. If the operation was successful, the Response parameter will contain the response received from the remote endpoint. This code sends an HTTP POST request to the URL https://enni1en7jg0n.x.pipedream.net/ with the JSON payload constructed from the records in the current page. The HttpClient.Post method is used to send the HTTP POST request. The response received from the remote endpoint is stored in the Httpresponsemessage variable. If the operation was successful, the response is read as a string and stored in the Response variable. Finally, the Message function is called to display the response on the screen. The code first sets the filter for the current page to the “Item” record. It then loops through all the records in the “Item” record and creates a new JSON object for each record. The JSON objects are added to a JSON array. A new JSON object is created for the JSON array, and the JSON array is added to the JSON object. The JSON object is then written to a text variable. A new HTTP content object is created for the JSON payload, and the JSON payload is written to the HTTP content object. The HTTP POST request is then sent to the remote endpoint using the HttpClient.Post method. If the operation was successful, the response is read as a string and stored in the Response variable. Finally, the Message function is called to display the response on the screen. The RequestWithBasicAuthenticaton procedure takes in three parameters: Url, Username, and Password. It creates an HTTP request message with the given URL and sets the method to GET. It then adds the authorization method by encoding the username and password in Base 64 and adding it to the request headers. After that in if condition it sends an HTTP GET request to the URL specified in the Url parameter with basic authentication using the HttpClient.Send method. The HttpClient.Send method is used to send the HTTP GET request. The response received from the remote endpoint is stored in the ResponseMessage variable. If the operation was successful, the response is read as a string and stored in the Response variable. Finally, the Message function is called to display the response on the screen. Output: For Multiple Data, Conclusion: In conclusion, this blog has provided valuable insights into the fundamental concepts of HTTP GET and POST methods, along with an exploration of Basic Authentication in the discussed code. Readers now have a clearer understanding of how these key HTTP techniques, combined with authorization mechanisms, play pivotal roles in web communication, facilitating data retrieval, creation, and ensuring secure access. Introduction: HTTP (Hypertext Transfer Protocol) is a protocol used for communication between web servers and clients. When a client sends a request to a server, it is called an HTTP request. The request consists of a request line, headers, and an optional message body. The request line contains the HTTP method, URL, and HTTP version. The headers contain additional information about the request, such as the user agent and content type.  When the server receives the request, it sends back an HTTP response. The response consists of a status line, headers, and an optional message body. The status line contains the HTTP version, status code, and reason phrase. The headers contain additional information about the response, such as the content type and server type. Pre-requisites: Configuration: So, in this we are going to use table extension of the table Item [Record id: 27]. It extends the “Item List” page by adding a button after the “History” action. The button is defined as an action with the following properties: ApplicationArea, Visible, Image, and trigger OnAction(). When the button is triggered, it sends an HTTP request using the HTTPRequestFact() and HTTPRequestFactPost() functions. The HttpClient.Get method to send an HTTP GET request to retrieve data from a remote server. The syntax for the HttpClient.Get method is as follows: [Ok := ] … Continue reading Get and Post Method in Business Central

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