Introduction: In this blog I will demonstrate that how the Sales Order and its corresponding Sales Order Lines can be linked together in the Microsoft PowerApps. Pre-requisites: Microsoft PowerApps Method: Create two galleries within the PowerApps and for the first gallery create a display form with Sales Order as the Data source. In the second gallery, the Sales Order Lines is the Data source. Now select the second gallery, and write the following formula to display the corresponding Sales Order lines: Filter(SalesOrderLines,’Document No.’ exactin                                      DataCardValue2.Text)                                                                                    where DataCardValue2.text contains the value of ‘No.’ field of the Sales Order on the basis of which the Sales Order and its lines are related. The exact in keyword is used to check whether both the fields are matching exactly.

Introduction: Have you ever faced the issue of the Dashboard taking forever to load? If yes, then did you inspect the reason why? Anyways, the Dashboard loading times dependent upon the calculations used to generate the figures on each of the dashboard tile. Most of the times the calculations are so tedious that the results involve querying multiple tables with multiple filters. Let’s see how we can optimize the Dashboard load times. Pre-requisites: Microsoft Dynamics NAV / Business Central. Development Environment or NAV. VS code with AL Language Extension for Business Central. Solution: 1. Figuring out which all tiles required real-time calculations VS non- real-time. Thus, by separating real-time from non- real-time, we can differentiate the execution patterns. For eg: No. of Open Invoices VS Average Cost of an Open Invoice. 2. Settings different execution styles for Real-Time and Non-Realtime: i. Real-Time Calculations are trigger whenever we open the Dashboard i.e OnOpenPage Trigger on Role center page ii. Whereas Non-Real time can be set up as Job which refreshes every 5-10 minutes. 3. Setting the Dashboard Source of Data as Tables. It is easier for the Dashboard to Load the data from Tables rather than executing the query and storing the data as variables and populate data. 4. Setting manual Refresh Button to refresh the data on all the tiles. Code & Output: 1. Creating the Role Center with Source Table as the Table: 2. Trigger on OnOpenPage to modify the values in the Source Table with new real-time values:   3. Create a Codeunit which run as a Job every 5 – 10 minutes and store the data into the Source Table: Creating Codeunit to be executed as a Job. Setting Codeunit on Job Queue Entries   4. Output:   Conclusion: Thus using the optimization by using Table as the source of data for Role Center, we can reduce the load time exponentially to get a good performance. As per facts are concerned, in reality, the change in the load time was from 2 minutes 10 seconds to 15 seconds after the optimization.Happy Blogging! 🙂

Sales is the important part of any business. For doing the sales a company required Customers. Following is the process as how to create customers in D365 BC. To create a new customer card In the Global Search , search for Customers. On the Customers page, choose the New If only one customer template exists, then a new customer card opens with some fields filled with information from the template. If more than one customer template exists, then a page opens from which you can select a customer template. In that case, follow the next two steps. 3. On the Select a template for a new customerpage, choose the template that you want to use for the new customer card. 4. Choose the OK A new customer card opens with some fields filled with information from the template. 5. Proceed to fill or change fields on the customer card as necessary. Hover over a field to read a short description. The customer is now registered, and the customer card is ready to be used on sales documents. If you want to use this customer card as a template when you create new customer cards, you can save it as a template. To save the customer card as a template On the Customer Cardpage, choose the Save as Template The Customer Template page opens showing the customer card as a template. Fill in the fields as necessary. Hover over a field to read a short description. To reuse dimensions in templates, choose the Dimensions The Dimension Templatespage opens showing any dimension codes that are set up for the customer. Edit or enter dimension codes that will apply to new customer cards created by using the template. When you have completed the new customer template, choose the OK The customer template is added to the list of customer templates, so that you can use it to create new customer cards.  

Introduction: In this blog, I will depict how a checkbox can be inserted in an SSRS report. Pre-Requisites: 1. Microsoft Dynamics 365 Business Central 2. SSRS Reports Steps: 1. Create a placeholder in the Table and insert the character mentioned below. 2. Now select the Font as Wingdings. The following set of symbols can be seen on the Report Layout. 3. When the report is run from the Business Central the checkbox can be seen. Conclusion: Thus, by using the following technique checkboxes can be generated in the SSRS report.

Problem Statement: Well, my client is a Trader of Oils & Fatty Acids and has multiple legal entities to perform various sets of operation on the TRUCK-LOAD(a.k.a. Load). One legal entity creates the Load and schedules it, while another manages with the freight requirements. The information is not shared between both the legal entities. Thus, we need to store the data separately.   Pre-requisites: For Microsoft Dynamics NAV: – C/Side Development Environment – Multiple legal entity(Company) setup For Microsoft Dynamics Business Central: – Visual Studio Code – AL Language Extension – Multiple legal entity(Company) setup Solution Design: 1. Create two Tables say LoadCompany1 and LoadCompany2 with same fields 2. Set DataPerCompany property is to TRUE on both the tables. 3. In NAV/ BC, there are common tables but the data into the tables are different. Thus, the system has to manage different version for a single table based on an entity that you’re currently working on. In this case, I need to set data in different tables and synchronize data between them as shown below. Code: 1. In this case, to synchronize data, I’ve used TRANFERFIELDS function. Syntax: DestinationRecord.TRANSFERFIELDS(SourceRecord) 2. To change between working companies for the given table, I’ve used CHANGECOMPANY function. Syntax: Record.CHANGECOMPANY(CompanyName) Output: Inserting Loads Inserting Loads from Table Company1 Load to Company 2 Load   After processing, the system Inserts the Load from Company 1 to Company 2     Modifying Loads: There is an existing Load in Company 2   Modifying the Load in Company1 should modify the Load in Company 2 as well     And that’s how I achieved synchronization of data between two companies in Business Central. In the same way, we can also do the same task in NAV as well. Thanks. Happy weekend 🙂

Introduction: Here, I will demonstrate how a user can add data into reports by themselves from the Request Page in Business Central. Pre-Requisites: Microsoft Dynamics 365 Business Central Steps: Create a report and in the Report Page section enter a text variable which you want to display in the report. requestpage { layout { area(Content) { group(General) { field(Note; Note) { ApplicationArea = All; MultiLine = true; } } } } } 2. Insert this variable on the report layout where you want it to be displayed. 3. Click on the Action and the Request Page opens up where the data in the variable to be displayed on the report can be seen/entered. The user enters the data and clicks on Preview. The data can be seen on the report. Conclusion: Thus, this way user can enter data in report from the request page.

Introduction: While I was testing InterCompany Setup, I faced an issue probably a limitation of the CRONUS standard license which comes with standard NAV/ BC On-Premise installations. Whenever I created new multiple Companies in NAV, I got an error ‘Your program License doesn’t permit support maximum N non-demonstration companies‘. Pre-requisites: Microsoft Dynamics NAV 2018. Microsoft Dynamics 365 Business Central. Solution: I faced this error when I restarted NAV Client after creating a non-evaluation company. Thus, I cannot remove the company from front-end. I tried using Microsoft Documentation and found that it was actually possible (YAY!! 😁). Refer https://docs.microsoft.com/en-us/dynamics-nav/how-to–delete-companies. Instead, it kept ruining things more. The Server Instance would stop without any errors and NAV Windows Client would infinitely work trying to connect to the workspace. Finally, I found that using Windows Powershell with NAV Management module where it was possible to delete the Company from the back-end. NOTE:  1. The database shouldn’t be in Single user mode. 2. The NAV Server Instance should be in RUNNING state. Powershell Commands and Outputs: Recreating the error by creating new companies. Creating a new Company!   Changing to the new Company! Importing the NAVAdmin Powershell module which comes in the package when you install NAV/ BC On-Premise. Getting the list of Companies on the NAV Server Instance using PowerShell Removing the Company for a particular NAV Server instance Conclusion: I tried going into single user mode to delete the company from NAV Windows Client but it didn’t work  

Introduction: What is Admin Center in Business Central on Cloud? How to use it and what are the implications? Admin Center is one of the newest features of Business Central On Cloud. Here, you can manage your environments and performs tasks related to your environment. Demonstration: To goto Admin Centre, visit the URL https://businesscentral.dynamics.com/<TENANTID>admin To visit the Admin Centre you should have the Global Administrator permission in Office 365. Environments: Here you can see a list of Environments. You cannot Create to Delete the production environment. Only you can Create or Delete Sandbox Environments. Viewing details of the Environment: Click on the Environment Name: Upgrade Settings: You can set the Time to auto upgrade your Tenant Environment. Copying of Production on Sandbox: Notification Recipient: Notification Recipient is a person to notify in case there are some things to notify the user about. I thought it was with regards to Sandbox Upgradation but I didn’t get any updates during, before or after graduation. In fact, even when the Sandbox was not working it did not send an email. Telemetry: Telemetry shows the logs of Events that were triggered and shows the list of errors. Telemetry also shows which Codeunits were executed and at what time. This is a cool tool to know if there are any errors occurring when running your sandbox/production. It is like an Event Log for Business Central Conclusion: Thus using Admin Center you can get details about the Business Central. You can manage different environments, copy Production environment into Sandbox and Monitor the environments.

This functionality helpful to correct posted Sales invoice if user make mistake or want to do any changes. You cannot correct posed Sales invoice which are partially or fully paid. In search bar enter Posted Sales Invoice and chose the related link. Select and open Posted Sales Invoice which you want to correct Click on correct button on Posted Sales Invoice form. Once you click on correct then you will get below pop up. Choose yes to continue. New Sales Invoice with same information will be created. Make the changes whichever are required and click on post button to post Sales invoice. In Posted Sales Invoices form, you can check new posted sales invoice. Choose Show Corrective Credit Memo to view the posted Sales credit memo that voids the initial posted Sales invoice.

Transfer order mainly use for Transfer inventory from one location to another location. Below are the steps to create transfer Order In the Search box, enter Transfer Orders, and select the link Click on New button to create new transfer order. Select the Location in Transfer from Code field from where you want to ship the Inventory Select the Location in Transfer to Code field from where you want to receive the Inventory. Direct Transfer: If select yes then the transfer does not use as in-transit location. When you transfer directly, the Qty. to receive field will be locked with the same value as the quantity to ship. Select the Item, quantity on Transfer order lines. If Direct transfer is no then Select the Location in In-Transit Code field which is used for mainly material is shipped from one location but not received in another location. On Action tab, click on post button to ship the Inventory from one location. Select ship in message Box and click on OK. You can check Quantity which are shipped in Quantity Shipped field. Then again click on Post button to receive the inventory in another location. Select Receive in message box and click on OK. You can check transferred shipment in Posted Transfer Shipments. You can check transferred receipts in Posted Transfer Receipts. Conclusion:  Transfer orders involve posting items as shipped from one location and posting them as received at the other location.