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Category Archives: D365 Business Central

Create a Customer, Vendor, or Bank Account from a Contact

Introduction: Companies want to record some of contacts as customers, vendors, or bank accounts. Creating a customer, vendor, or bank account from a contact enables you use existing data. When you create a customer, vendor, or bank account this way, it is synchronized with the contact. Prerequisite: Setup Business relations Select Business relation codes in … Continue reading Create a Customer, Vendor, or Bank Account from a Contact

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Formatting Address Data separated by delimiter in the single field

Introduction: Whenever the a single field in NAV contains Name, Address and other values seperated by delimiter such as ‘,’. But this field cannot formated in SSRS to look appropriate as follows. For Example in NAV: John Peter, Long Island, New York,US. Formatting in SSRS: John Peter, Long Island, New York, US. Pre-requisites: Microsoft Dynamics … Continue reading Formatting Address Data separated by delimiter in the single field

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Item Attributes in D365 Business Central

Item Attributes are user-defined classifications that can be assigned to your items for ease of searching, filtering, and reporting. For example, a Marketing team could use attributes to help with classifying their items to aid in the grouping, sorting, and filtering for a catalog or website. The Sales team could use these same Attributes to … Continue reading Item Attributes in D365 Business Central

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Configure Web Services through Code in Business Central

Introduction: When coding an app that uses Webservices to connect to the integration solutions, it is generally recommended that there is a Setup, which we can configure, where the Webservices are created as well as deleted. Pre-requisites: Business Central VS Code with AL Language Extension Demonstration: Create a Setup Page having a boolean variable say … Continue reading Configure Web Services through Code in Business Central

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Sales Quote Dynamics 365 Business Central

Sales Quote use to record an offer to a customer to sell certain product on certain delivery and payment term. You can send quote to customer, negotiate with the customer, you can change and resend the sales quote as much as needed. When the customer accepts the quote, you convert the sales quote to a … Continue reading Sales Quote Dynamics 365 Business Central

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How to fetch a custom table created in Business Central into PowerApps using CDS and Odata.

Introduction: In this blog, I have introduced how to fetch a custom table from Microsoft Dynamics 365 Business Central into Microsoft PowerApps using Common Data Service(CDS) and OData. The table that was created in Business Central was fetched into a custom entity(MatchingLists) in CDS that allows me to create a local database in PowerApps for … Continue reading How to fetch a custom table created in Business Central into PowerApps using CDS and Odata.

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Correct Posted Purchase Invoices – Dynamics 365 Business central

Introduction : This functionality helpful to correct posted Purchase invoice if user make mistake or want to do any changes. You cannot correct posed purchase invoice which are partially or fully paid. Steps: In search bar enter Posted Purchase Invoice and chose the related link. Select and open Posted Purchase Invoice which you want to … Continue reading Correct Posted Purchase Invoices – Dynamics 365 Business central

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Custom Transformation Rule for ACH using AL Extension in Business Central

Introduction: Dealing with Electronic Bank Payment Setup can be tedious and time consuming. In this blog, I’ve a unusual requirement where the payment date should be the next day of the check issue date. Pre-requisite: 1. Microsoft Dynamics Business Central 2. VS Code and AL Language Extension Demonstration: 1. In standard Data Exchange Definition, I … Continue reading Custom Transformation Rule for ACH using AL Extension in Business Central

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Copying above field data using F8 key in D365 Business Central

One of the most useful shortcuts of copying above field data into new field using F8 key which was present in NAV Windows client is now available in D365 Business Central. Users can just click F8 and the data on the field above the selected field will be copied into that field. This will save … Continue reading Copying above field data using F8 key in D365 Business Central

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To create a Customer Record from Microsoft PowerApps to Microsoft Dynamics 365 Business Central and vice-versa.

Introduction: This blog explains how to create an application in  Canvas PowerApps that can integrate the data from the App to Business Central and vice-versa.  I have created an app that on creation of a Customer record will create the record in Business Central and the same in opposite direction. Pre-requisites: Microsoft PowerApps Microsoft Dynamics … Continue reading To create a Customer Record from Microsoft PowerApps to Microsoft Dynamics 365 Business Central and vice-versa.

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