Category Archives: D365 Business Central
Transfer Environment in Business Central
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 … Continue reading Transfer Environment in Business Central
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Restoring an Environment in Business Central.
Introduction: This comprehensive guide provides administrators with a step-by-step process for restoring Microsoft Dynamics 365 Business Central environments to a previous state within the retention period. Users with Restore Permissions: Only specific users, such as internal and delegated administrators, can restore environments. These users must also have the D365 BACKUP/RESTORE permission set in the relevant … Continue reading Restoring an Environment in Business Central.
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Optimizing Project Impact: Continuous Monitoring of Client System Utilization for Enhanced Value Deliver using Business Central
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 … Continue reading Optimizing Project Impact: Continuous Monitoring of Client System Utilization for Enhanced Value Deliver using Business Central
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Get and Post Method in Business Central
Introduction: HTTP (Hypertext Transfer Protocol) is a protocol used for communication between web servers and clients. When a client sends a request to a server, it is called an HTTP request. The request consists of a request line, headers, and an optional message body. The request line contains the HTTP method, URL, and HTTP version. The headers contain additional information about the … Continue reading Get and Post Method in Business Central
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Opportunity to Sales cycle – Part 2
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 … Continue reading Opportunity to Sales cycle – Part 2
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Opportunity to Sales Cycle – Part 1
Introduction: In this blog I will demonstrate the set ups for opportunities. The sequence for setting up opportunity to sales cycle is as follows: Opportunities: Any inbound lead could be viewed as a potential sales opportunity. You can make opportunities and link them to certain salespeople to keep track of possible sales. You must first … Continue reading Opportunity to Sales Cycle – Part 1
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Posting Restriction in Business Central for different users for Purchase and Sales documents
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 … Continue reading Posting Restriction in Business Central for different users for Purchase and Sales documents
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How to display Media (Picture) Data from one table to another table and display it on the RDLC report
References FlowFields – Business Central | Microsoft Learn Creating an RDL Layout Report – Business Central | Microsoft Learn Pre-requisites Microsoft Dynamics 365 Business Central Cloud/On-Premises Introduction In this blog, I am going to showcase how to flow Media (Picture) from one table to another and how to display it on the RDLC report. Flow … Continue reading How to display Media (Picture) Data from one table to another table and display it on the RDLC report
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Master Data Sync across Companies in Business Central
Introduction In many Business scenarios we have two or more companies which work with the same Customers or Vendors or has same data that is to be shared with multiple legal entities. For such cases, manually making sure everything is in sync becomes difficult as the number of entities increases. For this, Business Central now … Continue reading Master Data Sync across Companies in Business Central
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Attach a debugger to an Active User Session in Business Central
Introduction Business Central has recently introduced the functionality to attach a debugger to an active User session. This was previously available in NAV however it has only recently become available for Business Central. Pre-requisites Business Central Cloud/OnPrem References https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/smb/dynamics365-business-central/attach-al-debugger-active-session-or-next-session-specific-user Configuration To use this functionality, we simply need to create an entry in the launch.json file. … Continue reading Attach a debugger to an Active User Session in Business Central