Get an overview of your business data using power­ful Business Intelligence (BI) functions and improve your customer management. Business Intelligence for an informed decision base With the analysis tools integrated into Microsoft Dynamics 365 Business Central (formerly Dynamics NAV), you can use graphical views and digital reports to analyse your busi­ness data in detail. By combining Microsoft Dynamics 365 Business Central and other applications such as the Microsoft SQL Server with its reporting and analysis services your company can meet the requirements of comprehensive analyses and reporting. With access to real-time data from Microsoft Dynamics 365 Business Central statistics and additional analysis and reporting tools, your employees can analyse performance and make informed decisions based on meaningful data.

The financial management feature of the ERP soft­ware Dynamics 365 Business Central does not just include financial accounting func­tions, but also combines various aspects of finance, cost and activity ac­counting, as well as internal and external reporting. The current data of all company areas such as purchasing, sales, ware­house and wages/salaries are merged in financial manage­ment of Microsoft Dynamics 365 Business Central (formerly Dynamics NAV). You can access the core data at the push of a button to deter­mine and analyse sources and corre­lations at any time. Accounting & Finance Financial accounting is the central element in Microsoft Dynamics 365 Business Central (formerly Dynamics NAV). All data regarding financial accounting are processed, evaluated and saved here. The daily processes in financial accounting (general ledger and sub-ledger) are supported effectively by various features: Make informed decisions: Connect data across accounting, sales, purchasing, inventory, and customer interactions to get an end-to-end view of your business. Chart financial performance in real time with built-in Power BI dashboards.   Accelerate financial close and reporting: Streamline accounts receivables and payables, and automatically reconcile accounts to close and report on financials quickly and accurately, while maintaining compliance.   Improve forecast accuracy: Refine financial forecasts by modelling and analysing data across multiple dimensions. Customize reports using seamless Microsoft Excel integration.   Basic General Ledger: Set up a company and start posting to the general ledger, chart of accounts, general journals, VAT facilities, recurring journals, and source codes.   Budgets: Work with budgets in general ledger accounts.   Deferrals: Set up deferral templates that automate the process of deferring revenues and expenses over a pre-defined schedule.   Basic fixed assets: Keep track of fixed assets and related transactions such as acquisitions, depreciations, write-downs, appreciations, and disposals.   Basic receivables: Post sales transactions in journals and manage receivables; register customers and manage receivables using general journals.   Dimensions: Add unlimited dimensions to any ledger for advanced transaction analyses.   Audit trails: The system automatically assigns audit trails and posting descriptions to every transaction. In addition, users can define reason codes to create complementary audit trails.   Bank account management: Create, operate, and manage multiple bank accounts for catering to your diverse business needs and across different currencies.   Reconciliation: Reconcile your bank statement data automatically to open bank account ledger entries end to keep track of all your bank statements.   Currencies: Manage multiple currencies throughout the system, including payables and receivables, general ledger reports, resource and inventory items, and bank accounts.

The CRM system (Customer Relationship Management) in the Microsoft Dynamics 365 Business Central (formerly Dynamics NAV) ERP software assists you to automate numerous tasks in the sales and marketing sectors. You can use this CRM solution to manage your customer re­cords and sales histories, control your sales oppor­tunities, create marketing campaigns and track customer activity. The CRM system helps you to make informed deci­sions for a professional customer manage­ment. The close inte­gration with Microsoft Outlook is a great benefit here. The features of the product are as follows: Deliver value at every touch point: Prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best to upsell, cross-sell, and renewal opportunities throughout your sales cycle. Boost sales productivity: Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook. Maximize profitability: Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution. Contacts: Maintain an overview of your contacts and record your contact information for all business relationships. Campaigns: Organize campaigns based on segments of your contacts that you define. Opportunity Management: Keep track of sales opportunities, section your sales processes into different stages, and use this information to manage your sales opportunities. Dynamics 365 for Sales integration: Integrate with Dynamics 365 for Sales in a few easy steps to synchronize your data, including sales orders, item availability, units of measure, and currencies  

Problem Statement: I have a requirement where I want to update the Subform(Part page) from the Main page, this Subpage(Subform) is linked to the Main page by SubpageLink Property. The Subpage is a List page and I want to filter this list by a field from Main Page. Pre-requisites: VS Code AL Language Extension Microsoft Dynamics NAV /  Business Central Solution: To solve the above Problem statement we have to make use of the Currpage.Update() function which shall update the Subpage. As you can see in the below window a function is created Vendorfilter() on Subpage with the “vendor” parameter, in this function filter is added for the vendor on the part page and then CurrPage.Update() is used. This function will update the Subpage with the vendor. Now, call this function on “OnValidate” trigger of the Main page field, here we have “Vendor” field on Main Page.     The calling of Function is as follows: CurrPage.<SubpageName>.Page.<FunctionName>(Rec.<FieldName>); In this example we have CurrPage.POLines.page.Vendorfilter(Rec.Vendor); Conclusion: Thus we can achieve updating a Subform from a Main Page. Hope this helps!

Hello friends, In this blog we will learn how to create an Azure SQL database in Azure portal. Steps: Go to www.portal.azure.com and create new resource of SQL Database. Create New database, click on new server and fill the necessary details, the login id and password will be the same that you will use to authenticate the database. Now the database is ready! You can click on Basic pricing tire to change the pricing of the database.Pricing Overview of Azure SQL:   BASIC STANDARD PREMIUM DATA SIZE MAX 2 GB 250 GB 500GB DTU MAX 5 50 4000 PRICE (INR) /Month 329.89 4958.54 1057537.88 Hope this helps!

In this blog, we will learn how to create an Azure SQL database in Azure portal and export Finance and operation data into it. Steps: Go to www.portal.azure.com and create a new resource of SQL Database. Create New database, click on a new server and fill the necessary details, the login id and password will be the same that you will use to authenticate the database. Now the database is ready! You can click on Basic pricing tire to change the pricing of the database. Now copy the connecting string by clicking on Show database connection strings. Edit the string and add your id and password in it. Now go to finance and operations and open data management studio, click on Configure entity. Click on new and fill the required details. Name and description can be anything of your choice. Paste the connection string and click on validate. Once validated turn on the Enable triggers in target database toggle to ON. Now click on publish and select the entity that you want to export into your database. Click on change tracking and select enable entire entity. Now click on publish to publish the entity. This will detect the new added records in the table and export them to the database. On publishing, only the schema is exported to the database with entity name as a table name. Now again go to data management workspace and click on the export tab. Fill the name and description fields according to your wish and click on add entity. In add entity section enter the name of the entity that you have published earlier and selected the target entity, in our case it is the DemoBYOD. The refresh type should be incremental push only. Now the entity is added let’s export it. For that click on export in batch and set the recurrence according to your requirement. Set end date to no end date for the job to run for an infinite time. So the database is ready now let’s connect the database to Power BI! Open Power BI Desktop and click on get, select SQL Server database option. You already have the server name and database name with you! Select the required tables and load the data. All set you can start building your report! Hope this helps!

Introduction: In this blog, I will be attempting to provide information about the new Application Lifecycle Management features of Business Central Wave 2. Pre-requisites: Microsoft Dynamics Business Central Wave 2. Demonstration: 1.Report Production Outages in Administration Center.   Suppose there occurs a case where the user is having issues on Production Environment, in order to get help on such issues, the user can report such cases to Microsoft, this is achieved by visiting Admin Centre >> Environments >> and then click “Report Production Outage” as shown below.   After that fill in the details as shown below, i.e. Outage type, Name, Email address, Contact Number and on the next page fill in the details of errors and the time and date of Outage occurrence as shown below. When the user reports the Outage, a message is displayed with the ticket Number. Then the reported outage is displayed on the Reported Outages Menu as shown below: And the user gets an Email regarding the outage. 2. Multiple production environments New Business Central Wave 2 brings a new feature where users can have multiple Production Environments for different localizations. After creating multiple Productions when the user visits “home.dynamics.com”, the user is asked for which Production Environment he wants to visit as shown below.   3. Detailed Notification for Update Events The following image shows a detailed notification mail for the update events of Tenant. Hope this helps!

Introduction : As we know , signature field with pen control can not be mapped directly into word template. This blog will explain how to map  signature field into word template. Implementation : Steps to Add Signature Field Step 1 :  Create signature Field with data type multiple line of text and maximum length 15000   Step 2:  Then in the field properties -> control -> select Pen Control and Add. In word template ,signature field will map as a text field which contains base 64 separated by comma. As shown below. Steps for resolution: Step 1 : To map signature field in picture format in word template , create new field signature text with data type multiple line of text and maximum length 1048576.     Step 2 : Write plugin. Plugin will trigger on create of record and update of signature field. Plugin Explanation : Plugin will retrieve the value of signature and separate  ” data:image/png;base64 ” string followed by “,” (comma) and save remaining text in newly created signature text field.   Plugin Registration: Register a plugin on create and update of account entity     2.Plugin Code void SignatureUpdate(Entity account) { tracingService.Trace(“postmsg : ” + account); string signaturetext = string.Empty; string attributeToUpdate = string.Empty; Entity AccountUpdate = null; try { AccountUpdate = new Entity(); AccountUpdate.Id = account.Id; AccountUpdate.LogicalName = account.LogicalName; if (account.Contains(“new_signature”) && account[“new_signature”] != null) { signaturetext = account.GetAttributeValue<string>(“new_signature”); attributeToUpdate = “new_signaturetext”; AccountUpdate = ProcessSignature(signaturetext, AccountUpdate, attributeToUpdate); } service.Update(AccountUpdate); } catch (Exception) { throw; } } public Entity ProcessSignature(string signaturetext, Entity Account, string attribute) { //to split base64 and remaining text string[] substring = signaturetext.Split(‘,’); Account[attribute] = substring[1]; return Account; } 3. build the code and update assembly and trigger a plugin And upload this template . Result :

Introduction: Creating a Connection is one of the first Steps during the integration of data. While performing Integration with Dynamics AX or more specifically Dynamics 365 for Finance and Operations create a connection using the following steps. Step 1: Right Click on Connection Managers and click on New Connection Manager. Step 2: Configure your AX Application to get the following details: Step 2.1 Go to www.portal.azure.com and login with your credentials. Go to “app registrations ”. Step 2.2 Enter a Name for the Application, appropriate Support Account Type and Redirect URI having a Similar Address as that of the Service URL which you Enter and finally click on Register. Step 2.3 Note Down the Following details for creating connection. Step 2.4 Click on New client Secret and add description and select expires as required. Step 2.5 Add description and select Never in expires section and click on Add. Step 2.6 This is the Client secret which is Generated only once, so must copy and store it in a file for future reference. Step 2.7 In the Data Scope section select required value as per your AX deployment and click on register and click on Open in Browser.   You will be redirected to your Finance and Operations page. Once authorized you can test the Connection by clicking on the Test Connection Button. Conclusion Now you can Move on with development of your Control and Data flow for Integration with Finance and Operations as a Source/Destination.

Introduction: Creating a Connection is one of the first Steps during integration of data. While performing Integration with AX or more specifically Dynamics 365 for Finance and Operations create a connection using the following steps. Step 1: Right Click on Connection Managers and click on New Connection Manager. Choose the Dynamics CRM option. Step 2: Choose the SOAP 2011 Option for Service Endpoint option. Step 3: Choose the Online Federation for Authentication Type option. Step 4: In the CRM Discovery Option copy the endpoint address from Settings > Customizations > Developer Resources > Copy Endpoint Address. Step 5: Paste this in CRM Discovery Section. Enter the Username and Password of your CRM account. Step 6: Choose the required organization from the dropdown. Step 7: Click on Test Connection and then OK after successful testing. Conclusion: Thus we have successfully created a connection with Dynamics CRM and we can now Integrate data using it a source /destination.