Introduction: Have you ever wondered how you can customize Business just for a specific profile and how tedious it can be for each and every profile? Well the answer is here and its simple than you expect. In this blog I’m going to how you can write Customization just specifically for the profile. Pre-requisites: 1. VS Code 2. Al Language Extension 3. Business Central Demonstration: 1. Creating a Profile Object: There are two different profile objects. i. Sales Manager Profile ii. Business Manager Profile. 2. Creating Page Customization for the Profile Object: There are two different Page Customization. i. SalesManager : Here, the ‘No.’ field on Customer List is hidden. ii. BusinessManager: Here, the ‘Name’ field on Customer List is hidden. 3. Linking between Profile Object and Page Customization: The name of the PageCustomization is the customization defined in the profile. Note: No variables, procedures and triggers are allowed on Page Customization. 4. Output: In My Setting > RoleCenters. You get two new Profiles. For Sales Manager Profile: No. field is hidden. For Business Manager Profile: Name field is hidden. Conclusion: Thus, in this way we can customize the app for specific profiles.

Introduction: Notifications provide a programmatic way to send non-intrusive information to the user interface (UI) in the Microsoft Dynamics 365 Business Central. Their purpose is to provide users with some information about a current situation without any necessity to perform or block an action. Pre-requisites: 1. Microsoft Dynamics 365 Business Central Steps: 1. Create a global variable of the type notification: LoadsNotification: Notification; 2. The different functions used in notification are as follows: Message: It includes the message to be shown in the notification Scope: Specifies the scope where the notification appears. AddAction: To add an action to notification SetData: To set the data property value in a notification GetData: To get the data property value in a notification Recall: To recall a sent notification Send: To send the notification to the user. 3. In this case I have used the notification function to be displayed if the ColorVar is unfavorable i.e. red and the day is Thursday, Friday, Saturday or Sunday. If the above condition is satisfied then the notification is displayed with an action to schedule Loads otherwise no notification is displayed. The code is as follows: if ((ColorVar = ‘Unfavorable’) and (UnscheduledLoadsCount > 0)) then begin LoadsNotification.Message(‘There are ‘ + Format(UnscheduledLoadsCount) + ‘ loads yet to be scheduled.’); LoadsNotification.Scope(NotificationScope::LocalScope); LoadsNotification.AddAction(‘Schedule Loads’, Codeunit::EventHandlingCU, ‘OpenUnscheduledLoadsByVendor’); LoadsNotification.send; end; The Procedure OpenUnscheduledLoadsByVendor is created in the codeunit EventHandlingCU to open the page when action is triggered. procedure OpenUnscheduledLoadsByVendor(LoadsNotification: Notification): Text begin Page.Run(50139); end; Conclusion: Thus, this way notifications can be created in Business Central to notify the users some important information without blocking actions of the users.

Introduction: Automation APIs provide capability for automating company setup through APIs. Here we are going to use the Automation APIs to create a new company in the Microsoft Dynamics 365 Business Central and then view the existing companies information using the same. Pre-requisites: Microsoft Dynamics 365 Business Central Postman Steps: 1. Create a Company: To create a company we make use of the automation Endpoint available. Here we create a post request in Postman which is in the following format: POST https://api.businesscentral.dynamics.com/v1.0/api/microsoft/automation/{api version}/companies{company id}/automationCompanies For this we make use of OAuth 2.0 Authorization(Bearer Token). 2. To View Information about existing Companies in Business Central Retrieves the properties and relationships of an automationCompany object for Dynamics 365 Business Central. Here we use the GET request from Postman which has the following format: GET https://api.businesscentral.dynamics.com/v1.0/api/microsoft/automation/{api version}/companies{company id}/automationCompanies For this we make use of OAuth 2.0 Authorization(Bearer Token). Conclusion: Thus, by making use of these existing Automation APIs we can automate the initial setup process of creating companies, packages, users, permission sets etc.

Introduction: In Dynamics 365 Business central, an item can be marked as blocked for sales, blocked for purchase and you can block it from being posted in any transaction. Block inventory items for sales: Choose the search icon, enter Items, and then choose the related link. Select the item that you want to block, and then choose the Edit action. To block the selected item for sales transactions, on the Price & Sales Fast Tab, select the Sale blocked check box. If you try to enter the item on a sales document or journal line, you will now get an error message that the item is blocked. Block inventory items for sales: Choose the search icon, enter Items, and then choose the related link. Select the item that you want to block, and then choose the Edit action. To block an item for purchase transactions, on the Replenishment Fast Tab, select the Purchase blocked check box. If you try to enter the item on a purchase document or journal line, you will now get an error message that the item is blocked. Block inventory items for transaction: Choose the search icon, enter Items, and then choose the related link. Select the item that you want to block, and then choose the Edit action. To block an item for transactions, on the Item Fast Tab, select the blocked check box. If you try to enter the item on a purchase document or journal line, you will now get an error message that the item is blocked.

Introduction: ERP solutions are complex and hence it is significant for any enterprise to analyse the necessity and extract the complete understanding of the solution so as to derive the full benefits of it internally before it decides to deploy one. Having said this, Microsoft Dynamics 365 is one such platform which rather offers a clarity on the solutions. Microsoft now offers two ERP based solutions on Dynamics 365 Platforms. D365 Business Central D365 Finance & Operations The companies planning to implement D365 ERP need to choose prudently which product will suit their business requirements or best, consult their IT partner for the same. Here is the table comparison of two products which will help the decision makers to take the right decision. I have listed down product features with a general comparison view so that it is easier to understand them in a better way. General Comparison: Product/Feature D365 Business Central  D365 Finance & Operations Multiple Legal Entities Yes Yes Intercompany Postings and Consolidated Statements Yes (only within same country/localization) Yes Complete ERP with – Finance (AR/AP), Manufacturing, Logistics, Inventory, Warehousing Yes Yes Supplier Evaluation Module No Yes Quality Management Module No Yes PowerBI Embedded for Analytics No Yes Dynamics 365 Talent (Core HR, Attract, Onboard) No Yes Dynamics 365 Sales with Integration to ERP No Yes Dynamics 365 Customer Service No Yes Dynamics 365 Marketing No Yes Dynamics 365 Social Engagement (Facebook, Instagram, Twitter, etc) No Yes Dynamics 365 Customer Satisfaction Surveys No Yes Dynamics 365 Customer Support Portal No Yes Mobility (Apps for iOS/Android) Yes Yes Browser-based (Chrome, Edge, Safari) Yes Yes Dev and Production Environments Only Production Yes Minimum User License requirement No Minimum 20 Licensing Cost (US $ per user/month) $100 $200  Module Wise Comparison   D365 BC D365 FOE General Customer Type Small to Medium Medium to Large Deployment Period Short Long   Financial Management Auto Elimination Accounting – Available Consolidation Available Available Budgeting Available(Basic) Available(Advanced) Budget Control – Available Fixed and Variable allocations Available Available Ledger Allocations – Available Fixed Assets Available Available Cost Accounting Available Available Multicurrency Available Available Financial Dimensions Available (Upto 8 dimensions) Available (Unlimited) Multi-company Available Available Multi language Available Available Bank Reconciliation Available Available Electronic Funds Transfer Available Available Global Chart of Accounts – Available Multiple Posting Layers – Available Supply Chain Management Sales Orders Available Available Returns Management Available Available Sales Tax Available Available Purchase Orders Available Available Requisitions Available Available Serialized inventory Available Available Bins Available Available Assembly Available Available Inventory Transfers Available Available Procurement and sourcing – Available Global Customer & Vendor – Available Global Products – Available Advanced Warehouse Management License Plate Tracking – Available Basic Warehousing Available Available Aisle, Rack & Shelf – Available Transport Management – Available Quality Management – Available Warehouse Monitoring – Available   Production Basic Production Available Available Process Based manufacturing – Available Lean manufacturing – Available Multi Plant & Multi Schedule Planning – Available Human Resource Employee Master Available Available Recruitment Process – Available Attendance – Available Payroll – Available Performance – Available Training – Available Skill Sets – Available Project Management Job Costing Available Available Project Accounting – Available Employee Timesheets Available Available Employee Expenses – Available Schedule Board – Available System-wide Capabilities Office 365 Integration Available Available Microsoft user interface Available Available Workflows Available Available Web/mobile client Available Available E-mail Integration Available Available Document Management Available Available

Introduction: A field group in table or table extension objects defines the fields to display in a drop-down control on pages that use the table and fields that display when these pages are shown in the tile view. Syntax of fieldgroup is as follows: fieldgroup(<Name>;<Field>) <Name> : It can be either Dropdown, so as to define the set of fields to be included in drop down view or it can be Brick to define the set of fields to be included in a tile view. <Field> : Here, all the fields to be included are specified each separated from the other one by comma. Pre-Requisite: Microsoft Dynamics 365 Business Central Solution: In Business Central, when using the table extension objects one or more fields can be added to the fieldgroup using the ‘fieldgroups’ control. It can be done by using the addlast keyword.Its syntax is as follows: addlast(<Name>;<Field>). In the example below, I created a table extension object in which I have added a new field. I have added that field in the fieldgroup using the syntax mentioned above. Conclusion: Thus, using the above syntax the fieldgroup control can be added to the table in Business Central and even the existing fieldgroup can be modified to add new fields.

Introduction: Difference in configuration of Role Center between Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central. Pre-requisites: Microsoft Dynamics NAV Microsoft Dynamics Business Central Solution: In Microsoft Dynamics NAV After creation of Role Center. When assigning the Role Center Page to the User the following process is followed. 1. Creating a new Profile in NAV for the and assign the Role Center Page ID . 2. Assigning the User Profile in User Personalization. In Microsoft Dynamics Business Central: 1. Creating a new Profile in Business Central for the required Role Center and assign the Role Center Page ID. 2. Selecting the User Profile directly in the Settings. Conclusion: This is the difference when configuring Role Center Page in NAV and Business Central

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 Marketing setup in Interaction section. Specify number series for Vendor Customer and bank account Steps: In search option type Contact and choose related link. Create new contact and specify Name, Address and other data which are required. Choose the Create As action, and then choose either Customer, Vendor, or Bank. You will get below pop up once Customer, Vendor and Bank account has been created. The contact information is transferred from the Contact card to the Bank Account card, the Customer card, or the Vendor card. You may want to add specific information to each of the cards, such as invoicing and payment details.

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 NAV. Solution: Getting a combined value field in this we are concating mutliple values seperated by ‘|’. In this case I’m using the comments on Sales Invoice Lines. This can be a single field or combination of mulitple fields Code to combine all comments in single variable Writing a Query in SSRS report query to seperate the values by delimiter Field and its expression: Output: In this output screen the comments are seperated properly in SSRS report. Conclusion: This is one of the easiest way of combining and seperating and formatting the report by the use of  delimeter.

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 search for Items while helping customers. To view Items and item attributes, navigate to Items in Business Central. Attributes assigned to a selected item display in a fact box on the right side of the screen. To modify or update attributes assigned to an item, a user simply selects the carrot in the Item Attribute fact box or selects Attributes in the ribbon from the Item Card. Setting up available Attributes Available Attributes and their allowed values are configurable. To add an available Attribute, a system admin or power user navigates to Item Attributes in Busines Central. From this window, a user can view, edit or add a new Attribute. The available Types of Attributes that can be used are as follows. Option– allows a list of options to be predefined for the user to select Text – allows free text entry of an attribute value Decimal – allows a numeric value (options not predefined) Integer – allows a numeric value – whole numbers only (options not predefined) Filtering by Item Attributes Back in the Item list view in Business Central, a user can filter their view by one or more attributes. To do this, select Filter by Attributes on the Home ribbon.   In the popup screen, the user can enter search criteria for one or more Attributes.   Search operators commonly used in Business Central such as @(ignore upper or lower case),*(wild card),<,>, etc. can be used. After clicking OK, the items displayed in the Item List will only be those items that meet the search criteria. To remove the Attributes filter and return to the full list of Items, simply click Clear Attributes Filter.