Introduction: Microsoft Dynamics Business Central allows extending Pre-defined Tables, which is basically Customization and it is achieved using Extensions. Using Extensions developers can modify Pre-defined Tables according to requirements. But the extension of a Table can be done only if its “Extensible” property is set as True. This property is by default set as True for Tables. Now suppose a developer wants to extend a table that is created. Pre-requisites: VS Code AL Language Extension Microsoft Dynamics Business Central Solution: Step 1: Set the Extensible property of the Table that is supposed to be extended as shown below: In this case, the table to be extended is “Properties”.   Extensible Property Step 2: Now go to Extension Management and get the AppID, Publisher, Name of App and Version as shown below:   App Details Put the above details of App in the dependencies section of the new extension where the table is to be extended as shown below and download symbols:   Dependencies Step 3: You can see that the “Properties” table is now available for extension. Here I have added a field “Extended Name” in the Properties Table. Also, that field can now be seen by accessing Properties Table by URL.   Extended Table   Thank you. Hope this helps!

Introduction: In this series of Fixed Assets aka FA, I will be teaching you through a life cycle of the Fixed Assets. How to create and acquire these fixed assets, how to depreciate the FA, and how to post transactions on Fixed Assets in Microsoft Dynamics Business Central.   Pre-requisites: Microsoft Dynamics Business Central (ERP) Basic understanding of Fixed Assets Demonstration: 1. Creation of Fixed Assets: To create Fixed Assets search Fixed Assets and open the Fixed Asset List. Click on New (+), automatically FA No. is set up from No Series. Enter the FA Name, FA Class Type, FA Subclass Type, FA Location if you have multiple FA Locations. Creation of Fixed Asset Setup the FA Depreciation Book, by default we have COMPANY. Also set up the Depreciation Start Date and End Date or Start Date and No. of Years. Book value is the current value of the Fixed Assets. This value increases or decreases depending on your Appreciation or Depreciation of FA. 2. Acquire Fixed Assets: There are two ways you can acquire Fixed Assets i. Using Acquire Button on the Fixed Asset Card In Order to acquire the fixed asset, click on the ‘Acquire’ action on the Fixed Asset Acquire Action This will open a Wizard to get the Data from the User and convert into Fixed Asset G/L Journal Acquisition Entry Wizard to take the Data from the User.   Entering the Acquisition Cost and Posting Date   Entering the Balancing Account for Acquisition Amount   Finish the wizard.   Acquisition Entries in FA Ledger Entries ii. Posting a Purchase Order for Fixed Asset: To acquire FA using Purchase Order, insert the FA Purchase Lines. Once you post the Purchase Order, an acquisition entry will be created in FA Ledger Entries. Fixed Asset Acquisition through Purchase Order   Fixed Asset Acquired through Purchase Order 3. Post Salvage Value: To post a Salvage Value, goto Fixed Asset Journal. Insert the Entry to based on the FA No., FA posting type as Salvage Value and Amount that will be received back when Fixed Asset is disposed off. Post Salvage Value – Fixed Asset Journal You will find the Salvage Value in Statistics. According to rule Depreciable Basis  = Acquisition Value –  Salvage Value FA Statistics after Salvage Value is posted 4. Setup Depreciation:  To setup depreciation, you will need to insert the Depreciation Method, Depreciation Start Date, Depreciation End Date and No. of years. Setting up Depreciation 5. Calculate Depreciation: To create a depreciation, make use of Calculate Depreciation Report where you can set the Document No., Posting Date, you can even put the No. of depreciation days etc. Calculate Depreciation This report will create depreciation entries in FA G/L Journal. Calculate Depreciation – FA G/L Journal   Depreciation Entry 6. Disposing of a Fixed Asset: To dispose of a Fixed Asset, you need to create a Disposal Entry in FA G/L Journal FA G/L Journal Disposal   After Disposing the Fixed Asset Disposal should be done on the end date of Depreciation. After Disposing the Salvage Value is posted to Sales Account andFA Book Value becomes 0. Conclusion: In this way, I have shown you the Life cycle of a Fixed Asset. It is relatively easier to deal with Fixed Asset as it doesn’t contains any inventory and accounting is much more simpler. In my next blog I will be inclining towards advance version of Fixed Asset Understanding  

Problem Statement:  We have a requirement where the client wants a part of String from Sales Order No. which is Code(Data type) and it is auto-generated from Number Series. The Sales Order No. value is “SO/123/789/456”. The required Sub-string was: 123<Space>789. Pre-requisites: VS Code AL Language Extension Microsoft Dynamics NAV /  Business Central Solution: As per the requirement, we need to first retrieve Sub-strings “123” and “789” and this can be achieved using SELECTSTR( ) function. But SELECTSTR() only retrieves a Sub-string from a comma-separated String. And the Sales Order No. string is a slash-separated string. So firstly we need to convert this string to comma-separated string, which is achieved in the below-presented screen. CONVERTSTR(String, From Characters, To Characters)   In the above Screen, “SalesOrder No.” is initialized in a text variable “SoNumber” and then is converted to a comma-separated string. The code is: CONVERTSTR( String: Text, FromCharacters: Text, ToCharacters: Text ) Now comes the part where we retrieve Substring from this converted String using SELECTSTR( ) function as the string is now converted into a comma-separated string, below screen shows how it is done. SELECTSTR(Number/Position, Comma-Separated String)   As you can see in the above screen how SELECTSTR() function is used to retrieve substring on the 3rd and 4th position of the String and stored in text variables “No1” and “No2” respectively. And these variables are then initialized to another variable with space. The code is: SELECTSTR(Position, Commastring); In the above example the code is: SELECTSTR(3, Separatenumber); SELECTSTR(4, Separatenumber);     Conclusion:  We can retrieve a comma-separated string or any other character-separated string using CONVERTSTR() and SELECTSTR() functions. Hope this helps!  

With Supply Chain Management based on Dynamics 365 Business Central (formerly Dynamics NAV), mapping processes along the entire supply chain is highly efficient. Microsoft Dynamics 365 Business Central ensures smooth processes in purchasing, sales, manu­facturing, logistics and warehouse. You can use Supply Chain Manage­ment (SCM) to adjust and control the work­flows customized to specific requirements. Supply Chain Manage­ment in Dynamics 365 Business Central can be configured flexibly and helps you integrate all business partners in the best possible way. For example, procure­ment, processing and delivery times can be reduced and optimized.   SCM functions in Dynamics 365 Business Central: Optimize inventory levels: Use built-in intelligence to predict when and what to replenish. Purchase only what you need with dynamically updated inventory levels.   Avoid lost sales and reduce shortages: Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points. Suggest substitutes when requested items are out of stock.   Maximize profitability: Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Prevent unnecessary or fraudulent purchases through approval workflows.   Sales order management: Manage sales orders, blanket sales orders, and sales order processes.   Purchase order management: Manage purchases, blanket orders, and purchase order processes.   Warehouse management (Basic and Advanced): Warehouse functionality in Business Central can be implemented in different complexity levels, depending on a company’s processes and order volume. The main difference is that activities are performed order-by-order in basic warehousing when they are consolidated for multiple orders in advanced warehousing.   Item transfers: Track inventory as it’s moved from one location to another and account for the value of inventory in transit at various locations.   Locations: Manage inventory in multiple locations that may represent a production plant, distribution centre, warehouse, showroom, retail outlet, or service car.   Assembly Management: To support companies that supply products to their customers by combining components in simple processes without the need of manufacturing functionality, Business Central includes features to assemble items that integrate with existing features, such as sales, planning, reservations, and warehousing.

Maximize efficiency of your customer service Gain a complete overview of the tasks and workloads in your service department to efficiently allocate resources and accelerate the answer of requests. With an increasing number of different business contacts, it is necessary to handle them professionally in order to generate extensive customer trust through constructive communication and reliable processing of service cases. Service Management functions in D365 Business Central: Manage forecasting to fulfilment: Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.   Run your warehousing efficiently: Get a holistic view of inventory for efficient order fulfilment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions.   Reach optimal output levels: Calculate and optimize manufacturing capacity and resources to improve production schedules and meet customer demands.   Service orders: Register your after-sales issues including service requests, services due, service orders, and repair requests.   Service item management: Record and keep track of all your service items, including contract information, component management, and BOM reference and warranty information.   Service contract management: Record details on service levels, response times, and discount levels, as well as on the service history of each contract, including used service items and parts and labour hours.   Planning: Assign personnel to work orders and log details such as work order handling and work order status.   Dispatching: Manage service personnel and field technician information, and filter according to availability, skills, and stock items.   Service price management: Set up, maintain, and monitor your service prices.  

The project management module in Dynamics 365 Business Central provides options for planning and creating project-relevant activities (project planning) and enables project budgeting and automated project invoicing. You can use the project management in Microsoft Dynamics 365 Business Central to completely map and control your project-relevant activities: Stay on budget: Create, manage, and track customer projects using timesheets along with advanced job costing and reporting capabilities. Develop, modify, and control budgets to ensure project profitability.   Plan with precision: Manage resource levels by planning capacity and sales. Track invoicing for customers against planned costs on orders and quotes.   Analyse project performance: Make effective decisions with real-time insight on project status, profitability, and resource-usage metrics.   Resources: Register and sell resources, combine related resources into one resource group or track individual resources.   Estimates: Monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.   Jobs: Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.   Timesheets: Timesheets are a simple and flexible solution for time registration with manager approval and integrate with Service, Jobs, and Basic Resources.   Multiple languages: Switch languages on the client in real time provided that the desired language is available.   Reason codes: Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.   Extended text: Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.   Intrastat reporting: Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can inform you whether your company is obligated to file such a report.   Outlook integration: Synchronize your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.

The Microsoft Dynamics 365 Business Central ERP software has an integrated suite for the production area (PPC: production planning and control) with comprehensive functions to plan and control efficient production and manufacturing processes: The manufacturing module can map and efficiently manage all areas from material requirements and product configuration to workstation and machine utilisation. Production functions in D365 Business Central: Resources: Register and sell resources, combine related resources into one resource group or track individual resources.   Estimates: Monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.   Jobs: Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.   Timesheets: Timesheets are a simple and flexible solution for time registration with manager approval and integrate with Service, Jobs, and Basic Resources.   Multiple languages: Switch languages on the client in real time provided that the desired language is available.   Reason codes: Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.   Extended text: Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.   Intrastat reporting: Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can inform you whether your company is obligated to file such a report.   Outlook integration: Synchronize your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.   Subcontracting: Allows companies to send raw materials, unfinished goods, or partially finished goods for further processing elsewhere.  

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