Category Archives: D365 Business Central
Applying Pivot Table in Excel using Automation Server Objects in NAV
Introduction: In NAV when building a custom report that deals with totalling the amount by multiple G/L accounts by week then the report becomes tough to read as well as develop in standard SSRS Report. A possible and easy workaround is dumping all the entries in the Excel and performing the pivot table operation on … Continue reading Applying Pivot Table in Excel using Automation Server Objects in NAV
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Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 for Sales Integration
Introduction: If you use Microsoft Dynamics 365 for Sales for customer engagement then you can use Microsoft Dynamics 365 Business Central for order processing and finances and have seamless integration in the lead-to-cash process. When you integrate you application with sales, you can have all the access to Sales data from Business Central and the … Continue reading Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 for Sales Integration
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How to send Email Notification to Users using Workflow in Dynamics NAV
Introduction: Many a times in an Approval workflow, we need to notify the user by email to the Approver that approval request is sent also the sender needs to be notified whether the approval request sent is approved or cancelled. Hence, we need to setup Email Notification. Pre-requisites: Microsoft Dynamics NAV 2016 Office 365 Account … Continue reading How to send Email Notification to Users using Workflow in Dynamics NAV
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How to send Notes to the Customer from a Custom Page using an Action button in Dynamics NAV
Business central from Dynamics 365 is an ERP solution from Microsoft which is designed to understand your business needs and change it for better. Dynamics 365 business central development is a business management solution that is extremely easy to use and implement across several domains in your organization. Business central is the cloud version of … Continue reading How to send Notes to the Customer from a Custom Page using an Action button in Dynamics NAV
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Explore Business Central API through Postman using Basic Authentication
Introduction: In this article, we will walk through steps on how to authenticate Business Central API using Basic Authentication in Postman Pre-Requisite: Business Central account Business Central API Basic authentication in Postman: In Postman, make a GET request to Business Central base API URL. Base URL: https://api.businesscentral.dynamics.com/v1.0/api/beta For using Basic Authentication, we need to add … Continue reading Explore Business Central API through Postman using Basic Authentication
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Setup Positive Pay Export
Introduction: What is Positive Pay Export and Why it’s used? Positive Pay Export is a file that is given to the bank to verify the Cheques that have been printed. Whenever the company wants to issue any payment to Customer or a Vendor, it is done with the help of Payment Journals. After creation of Payment Journal … Continue reading Setup Positive Pay Export
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How to Send Mail with attachment using Streams for reports with request page in Dynamics NAV
Scenario: On Customer Master page, an action button is created called Email customer, on click of the action button, an email has to be sent to the respective customer with attachment of the invoices in a .pdf format. Here, the report is saves as .pdf file. This report has a request page where Start Date … Continue reading How to Send Mail with attachment using Streams for reports with request page in Dynamics NAV
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How to change the font colour of a List page based on a condition in Dynamics NAV
Intoduction: The requirement was such that, based on a condition certain lines should appear in Red.This can be done by using page control Style Property. The Style property has ten values that apply different formats to field text as below: Value Format Standard Standard StandardAccent Blue Strong Bold StrongAccent Blue + Bold Attention Red + Italic AttentionAccent Blue … Continue reading How to change the font colour of a List page based on a condition in Dynamics NAV
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How to update the selected line in the Subform on click of an action button in the Mainform in NAV
Introduction: The requirement was such that , the user will select a line in the subform. The subform has fields like the Customer ID, Customer Name, and a field Recieved Crates. On click of the action button in the Main form, a page opens which contains the details of the selected line in the subform … Continue reading How to update the selected line in the Subform on click of an action button in the Mainform in NAV
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How to restrict an action button based on time in Microsoft Dynamics NAV
Introduction: Scenario- The requirement was such that on click of the action button a payment transaction is done. The time at which transaction was done is stored in the database. A restriction shouldto be applied to disallow the customer to make payment for the same amount till a certain time E.g. A transaction was done … Continue reading How to restrict an action button based on time in Microsoft Dynamics NAV