Introduction: The Transfer Environment feature in Microsoft Dynamics 365 Business Central allows you to seamlessly move an environment from one Microsoft Entra tenant to another. Here are the key points: Purpose: Self-Service Process: Steps: This streamlined process enhances flexibility and efficiency for managing Business Central environments across different tenants. Pre-requisites: Steps: 2. We are going to transfer “Shubham” to different tenant. Click on “Environment Transfers” 3. Go to Transfer Environment. 4. Select the environment that you are going to transfer and enter the Destination Tenant id. It is also possible to schedule the transfer within 2 weeks and set the time when it should be transferred. 5. Now go to Destination Environment > Admin Center. 6. Click on Environment Transfer > Receive Environment. 7. Enter the Source Tenant id (source from where the environment is to be send). Click on Next. 8. After that in Pending Incoming transfers the Environment will be displayed. Now just click on the Environment and Confirm. 9. The Environment is being successfully transferred. Note: If the destination tenant already has 1 Production environment and 3 Sandboxes, environment transfer is not possible. For successful transfer, the destination tenant must have no existing production environments (if you are transferring a production environment) or fewer than 3 sandboxes (if you are transferring sandbox). Conclusion: In conclusion, this blog has provided valuable insights about how to transfer environment in business central. Thank you very much for reading. I hope this helps!

Introduction: It is crucial for the management team to track the client’s utilization of the system as a key metric for assessing the project’s success and the value it brings to the client. To facilitate this monitoring process, I have developed a utility that can automatically generate and send reports to the management team, detailing the number of records created in specified tables. For example, during the initial master data upload phase, 1500 data added into the Customer table. Subsequently, over the following month, this figure increased to 1750 and then to 1950. Such trends signify that the client is utilizing the system in line with expectations. Pre-requisites: Configuration: Usage Statistics Setup Page: This page, contains two main fields:- Collect Statistics (Boolean) and Mail Recipients (which contains email id’s to which the report has to be send) and one more field that is primary key field is added in table but not in page and it is set to code due to which the header we get as required in Usage Statistics Setup Page. The datatype of the field primary key is set to header because the default number of code is null. Regex is used for pattern matching. Here, email validation is added on Mail Recipients. User can enter multiple email addresses in this format eg. abc@gmail.com;xyz@gmail.com. If the Collect Statistics is enabled than only you can process further and there should be at-least one mail id present in Mail Recipients. Usage Statistics Configuration Page: This page contains the actual data from which the data will be passed and report will be generated. The list and the card pages are also created with same fields. The “All Object With Caption” is used for viewing all object details in the system. The trigger lookup is used to get the table no. and table name at runtime. After fetching the specific table no. and table name, fields will filter according to the filter field 1 value, same goes for filter field 2 value. (filter field 2 is added according to the requirements.) The FieldsDisplay procedure is used to retrieve field no. and field name of the according to its record. In Filter Field 1 Name any field can be selected and filter field 1 value must be set according to that field. Create Statistics Report: This report is designed to automate the generation of usage statistics based on configurations specified in the “Usage Statistics Configuration” table. The report is flagged as “ProcessingOnly,” indicating it is intended for background processing rather than direct user interaction. The dataset within the report contains a data item with an “OnAfterGetRecord” trigger, which executes after each record is retrieved. This trigger is responsible for processing each configuration record, applying filters, and updating or inserting records into the “UsageStatistics” table. Additionally, the report features an “OnInitReport” trigger that checks the “Usage Statistics Setup” table to ensure that statistics collection is enabled. If this condition is not met, an error message is displayed, and the report exits. In essence, this report streamlines the creation of usage statistics in Business Central, adhering to specified configurations and ensuring the necessary setup conditions are satisfied before processing. Usage Statistics Page: After filter the number of records the data which will be generated will be displayed in this table. List will also be created with same fields. In Record Count the number of values are there which satisfies the filter condition. Send Statistics Report: This report is designed to send usage statistics via email. Let’s break down the code: The report begins with specifications such as its application area, caption, and usage category. Notably, it is marked as a “ProcessingOnly” report, indicating it is intended for background processing rather than direct user interaction. The OnInitReport trigger executes when the report is initialized. It checks settings in the “Usage Statistics Setup” table, ensuring that statistics collection is enabled (“Collect Statistics”) and valid mail recipients are specified (“Mail Recipients”). If these conditions are not met, error messages are displayed, and the report exits. The main functionality is in the OnPostReport trigger, which executes after the report is processed. It performs the following steps: Email Excel Sheet: In this, on 22nd date after applying the filters the output is given and on 24th it again checks by applying same filter since new data was not added in the respective table that’s why it is showing the same data. Conclusion In conclusion, the automated reporting tool plays a pivotal role in monitoring client system utilization, revealing encouraging trends such as the gradual increase in customer records. These insights affirm the project’s success and underline its value to the client, reinforcing our commitment to proactive monitoring for continual optimization and client satisfaction.

Introduction: A Step-by-Step Guide to Creating Opportunities and Processing Sales in Business Central Pre-requisites for creating Sales Opportunities: Create Sales Opportunities You can create opportunities from the Opportunity List page. Typically opportunities are created from a specific contact or salespeople. Globally search “Salesperson” and select related link. Select the salesperson from the list for whom you want to create an opportunity. On the salespeople card page, select opportunities action –> selected salesperson opportunities page will open up –> user can create new by clicking on New action. If opportunity is created through salespeople then salesperson code is automatically generated. Globally search “Contact” and select related link. Contacts list page will open up, user can select the contact for which opportunity has to be created. Click on Home –>Create Opportunity for new opportunity. Click on Contact–> Open Opportunity (To view existing opportunity of selected contact) If opportunity is created through contact then contact name is automatically generated. No. – This field is auto generated based on the set no. series. Description – Description of the opportunity. Contact no. – User can select existing contact or create new. Contact name: Contact name is auto generated based on contact no. Phone/mobile/email: Auto generated from contact card page. Contact company name: This field is auto generated from contact card page Salesperson code: if opportunity is created through salesperson then this field is auto populated, if not then user can manually select the salesperson. Campaign no. User can select specific campaign to link with the opportunity. Priority: The default priority is set as normal. Other priorities are Low and High. Sales Cycle code: This is a setup. (To know more refer part 1 of this blog) Status: The status field is updating automatically. Closed: Specifies if the opportunity is closed. Creation date: Opportunity creation date  Date Closed: Specify the date the opportunity was closed. Segment no.: User can link segment to the opportunity. (If any) Sales cycle stages To start the sales cycle, user can click on “Activate first stage” To move an opportunity through sales cycle stages: Sales cycle stage is automatically updated Fill in the rest of the details as necessary. To Close opportunity When the negotiations are finished, you can close the opportunity. When closing an opportunity, you can specify whether it was won or lost, as well as why it was closed. To specify a reason, you must set up closed opportunity codes. To Create Sales Quote To Create Sales Order To Delete Opportunities After you have deleted an opportunity, it is removed it from the Opportunity List page. Conclusion Microsoft Dynamics 365 Business Central provides a robust framework for creating opportunities and processing sales seamlessly. By following this step-by-step guide, you can harness the full potential of Business Central to optimize your sales processes, enhance customer relationships, and drive business growth. Hope this helps!

Introduction Invoices and shipments are frequently handled differently by different businesses. Processes, for example, can range from one person posting everything on a purchase order to numerous employees working on their own sites. On the User Setup page, you can now select how each user can handle invoices. Steps to achieve the goal 1. Go to User Setup select the users you want to give this restriction and then there are two columns Sales Invoice publishing Policy and Purch. Invoice Posting Policy 2. There are three values in these options Below is the impact of the above three options in different documents of purchase and Sales transactions. Document Option 1: Allow Option 2: Prohibited Option 3: Mandatory   Displays a series of options Confirmation dialog Confirmation dialog Sales Order Ship Do you want to post the shipment? Do you want to post the shipment and invoice?   Invoice       Ship and Invoice     Sales Return Order Receive Do you want to post the receipt? Do you want to post the receipt and invoice?   Invoice       Receive and Invoice     Inventory Pick Ship Do you want to post the shipment? Do you want to post the shipment and invoice?   Ship and Invoice     Purchase Order Receive Do you want to post the receipt? Do you want to post the receipt and invoice?   Invoice       Receive and Invoice     Purchase Return Order Ship Do you want to post the shipment? Do you want to post the shipment and invoice?   Invoice       Ship and Invoice     Inventory Put-away Receive Do you want to post the receipt? Do you want to post the receipt and invoice?   Receive and Invoice     Warehouse Shipment Ship Do you want to post the shipment? Do you want to post the shipment and invoice?   Ship and Invoice     Note: If you are trying to post invoice transactions from the general journal the above restriction would not be used in the General journal table. Conclusion Thus we saw how we can restrict the users to post the purchase and sales transactions. Thank you very much for reading my work. I hope this helps!

Introduction Hi, Readers. Today I would like to talk about How to create a Business Central free trial tenant. References https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3?activetab=pivot:overviewtab Steps: Step 1: Search Office 365 E3 on Google or click on the below link. https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3?activetab=pivot:overviewtab Click on the Free trial Fill in personal details which are required Step 2: In the next screen, enter the domain you want example bclearning.onmicrosoft.com Set a password and click on Next Step 3: Enter Any Registration no. (Ex. Any Unique no.) You have successfully created an Office 365 account. Ensure that you are logged in with this account. Step 4: Now you need to open this link in your browser https://businesscentral.dynamics.com/ Click on Continue. Step 5: You can create multiple users here. If you don’t want it, just select the skip option. Here is your Business Central free trial tenant. Now you can explore Business Central. Hope this help. Thanks for reading.

In this blog we will see how to we can integrate data from Azure Blob storage to Microsoft Finance and operations. In this use case we are updating the data in the finance and operation destination Prerequisite: Azure Blob Storage Azure Finance and operation Step 1 : In this we will create the HTTP Trigger workflow or you can selected any trigger based on requirement. Step 2 : Azure Logic App will read the data stored in the Azure Blob Storage in JSON format. Below is sample JSON format, [    {       “MeterId”:”A001″,       “MeterRead”:”100″    },    {       “MeterId”:”A003″,       “MeterRead”:”300″    }    ] Step 3: workflow logic, It will read JSON formatted data which contains the Meter ID and Meter Reading. Based on Meter ID it will fetch the record id. Using record id Meter Reading data will be updated in F&O. Destination Finance and operation:  Hope this helps!

Introduction: Contact email functionality is used in order to send emails to customers, vendors, and their contacts. Steps to achieve the goal: Go to Customers / Vendor and its Contact page there is action called as Contact By Email Then click on Contact  by Email action. You will be able to get the email based on email address specified in Customer/ Vendor page in Email field. You can see the history of mails send to Customer, Vendor and its contacts. There is action called as Sent Emails action present on list page and also in Card page You will be able to see all the mails which is been send to Customer/Vendor/Contacts You can resend the same mail which is been sent to Customer using Resend action present in Send Emails page. You can also edit the existing mail which you have send earlier and send it with updated one Conclusion: Thus we saw how we can use the Contact email and Sent email functionality in Business Central. Thank you very much for reading my work. Hope you enjoyed the article!

Let us consider below example as use case We have Plugin that triggers on Update of Contact Table and wanted to retrieve Customer related to Contacts. Customer is Lookup field on Contact Table. Hence here our target entity is Contact. Code – Entity targetEntity = (Entity)context.InputParameters[“Target”];   Guid ContactId = targetEntity.Id; Using the above code we get the target entity Contact Guid and now we need to retrieve Customer lookup from the target Entity. var cols = new ColumnSet(new String[] { “parentcustomerid” }); Since we only want Customer lookup from Contact hence retrieving only Customer and you can retrieve columns as per your requirement. Entity parententity = service.Retrieve(“contact”, targetEntity.Id, cols); We have stored Retrieved values in parententity. Guid ParentAccount = ((EntityReference)parententity.Attributes[“parentcustomerid”]).Id; And in above step we get the Guid of Customer. Conclusion – This was simple example of accounts and Contacts, you can use the above code(specify the schema name of lookup field you want to retrieve) to retrieve any lookups from your target entity based on your requirement Hope this helps !

Introduction: To adjust your inventory there is another ability provided by Business central using Inventory Documents. We can do positive and negative adjustments using Inventory Receipts and Inventory shipments respectively. Steps to achieve the goal: First, we need to set up the number series for Inventory Receipts and Inventory Shipments and Posted Inventory Receipts and Posted Inventory Shipments on Inventory setup. 2. Go to Purchase Receipts and assign the Item in line, fill all the required details. You can reopen and release documents, but it is not required. Once you have filled in the necessary information you can post the Inventory Receipts. The item will be adjusted and you can see it in Item ledger entries. Same we can do it by Inventory Shipments when the item is damaged or needs to be return Fill in the necessary details in Inventory Shipments and post them. You can also print the Inventory Receipts, Inventory Shipments, and Posted Inventory Receipts and Posted Inventory Shipments. But the base application doesn’t include any layouts. So you can create your own report and assign it in Report Selections-Inventory according to usage. Posted Inventory Receipts and Posted Inventory Shipments are nonsearchable in order to print the posted documents you need to visit Item Ledger entries -> Document type=Inventory Receipts -> Find entries-> Item Receipt Header and then you can print the Posted Inventory Receipts. 10. Same for the Posted Inventory Shipments go to Item Ledger entries-> Document Type= Inventory Shipments-> Find entries-> Inventory Shipment Header and then you can print the Posted Inventory Shipments. Conclusion:    Thus we saw how we adjust the Inventory using Inventory documents.    Thank you very much for reading my work. Hope you enjoyed the article!

In this blog, we will learn how to create an Azure Function App to connect it with Dynamics 365 CRM and perform the CRUD operation in Dynamics 365 CRM. First, we will create an Azure Function project for Dynamics 365 CRM from Visual Studio, and below are the steps for the same. Open Visual Studio and create a new Azure Function Project. Filter platform as Azure, select Azure Function, and click on Next. Name your project and click on Create button. After clicking on Create, you will get the below screen where you need to select the Trigger and Azure Function v1 (.Net Framework) and click on Create. In my case, the Azure Function trigger will be Http Trigger which means when an azure function will receive an HTTP request it will trigger. Your Azure Project will be created and the following will be the structure of the project. Now, we will create Azure Function to connect with the Dynamics 365 CRM we need to add the required NuGet Package [Microsoft.CrmSdk.CoreAssemblies]. To add the NuGet Package right-click on the Project and click on Manage Nuget packages. Add Microsoft.CrmSdk.CoreAssemblies in your Project. Following is the code to connect the Dynamics 365 CRM. Currently, we are going to use the credential by specifying them in the C# Code or you can use it as constant. Later in the series, we will learn how to use Environment Variable and pass the credential more secure way in Azure Function using Azure Key Vault. [Stay tuned..!!] Now, select the code and Refactor the code and make the connection function that will return the IOrganizationService if the connection is established else return null. Now, the final code will be as below: Now, we will create a customer with a Hardcoded name when the function is triggered with an HTTP request. Update the existing code with the below code: Testing: We will require the API testing tool, here I am using Postman and the following is the link to download “Postman”. https://www.postman.com/downloads/ To test the application, click on the Start button on top of Navbar as mentioned below in the screenshot [Button will have Project Name]. It will take a few minutes to Load the Azure Emulator Following is the screen you will be able to see and copy the URL highlighted in the red below and paste that URL in Postman. Open the Postman and click on the create a new tab; Select request as POST and paste the URL: After pasting the URL, click on Send You will get the following response on the Azure Function Tool and Postman If there any error or issue with the Azure Function code, the request will be failed and will be displayed on both Azure Function Tool and Postman [Status will be “4**” or “5**” ] Now, we will take look at Dynamics 365 CRM environment and check whether the account is created or not. We are justing getting started with Azure Function for Dynamics 365 CRM and stay tuned for more in this series. Upcoming blogs 1. How to use Dynamics 365 Credentials securely using Azures Function. 2. How to create Dynamics 365 integration with Third-party Applications. Many more……