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Category Archives: D365 Business Central

5 Reasons Why You Need to Upgrade From Dynamics NAV to Dynamics 365 Business Central

Most of the businesses that are now using Dynamics NAV are slowly migrating to 365 business central. You need to find and engage with a Dynamics 365 Business Central development company likes us that has vast experience and a good reputation in the market. Since it is cloud-based software, a lot of companies are ramping up their migration efforts. But, there are so many other companies that are still unsure if they should make this move, they are asking if it is worth the penny that they are going to spend on it.  Here are five key reasons why Microsoft Dynamics NAV upgrade to Dynamics 365 Business central  is necessary: Microsoft Cloud Data security is something that most of the IT professionals these days worry about. The best part about Microsoft Cloud is that is not only stable but is also safe and secure. Microsoft is the leader in the industry and they have more than 3,500 cybersecurity professionals working with them. The level of support and guidance that they provide is beyond imagination. It will not only easy to out but will make the IT professionals working with you a lot more productive. You do not have to worry much about the security regulations that change every now and then as well as the managing servers.  Price of the Product It is true that Dynamics 365 is a bit more expensive than the Dynamics NAV. The best part about Dynamics 365 is that it will provide you with a better understanding of the monthly expenses so that you can plan your budget carefully. Shifting to the cloud is a costly affair as you need to take care of various aspects such as licensing fees and so forth. Now, this is the final upgrade that your company requires.  Modern Platform Dynamics 365 Business central is very easy to use as it has similar features as that of Dynamics NAV. Now, this means, you do not have to spend any money on training or other activities to assist the employees that are going to use the system or the software. The best part about Dynamics 365 Business central is that people can access the software from almost any device they have from almost any place they are in using the internet. Users have more flexibility when they use this software.  The New Features Dynamics 365 Business Central relies upon the core functionality of Dynamics NAV. Apart from that, it also has some of the best new features that you do not find in Dynamics NAV. Some of the notable features that you can find in this software are fuzzy search, focus mode, late payment prediction, and a lot more. Since many new add ons and apps are getting added onto AppSource Daily. It helps companies to expand their functionality substantially when they use this software. Business Insights Your business will embrace and adopt Artificial Intelligence (AI) and Machine Learning to become efficient and effective in the way they operate things. Machine Learning can assist with activities such as spam filtering, equipment monitoring, image detection, forecasting, ad targeting and so forth. Microsoft Power Platform which works on Power BI, Power Apps and Flow will provide you with all the relevant data that is timely and accurate so that you can make better decisions related to business. If you are planning for Microsoft Dynamics NAV upgrade to Dynamics 365 Business central, you need to partner with the best company. We are one of the leading and the best Dynamics 365 Business Central development company in the world. Contact us to learn more about the process.

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Table Properties in Business Central

Introduction: In this blog, I will be addressing some of the Table properties in Microsoft Business Central. Pre-requisites: VS Code AL Language Extension Microsoft Dynamics NAV /  Business Central Properties: 1. CharAllowed It sets which characters are allowed in the field. This property can be applied to Table and Page fields. Charalowed takes parameters in a combination of two characters as shown below, where characters “1 to 4 “, “7 to 9” and “a to d” are allowed. An example of this property is given below. Definition Error 2. DataPerCompany It sets whether the table data applies to all companies in the database or only the current company. The default value for this property is true. This property can only be applied to Tables. The User table is an example where Datapercompany is false. 3. DataCaptionFields Sets fields defined on the Top Left Position of the Card page. It can be applied in Table. Syntax: DataCaptionfields= Field1,Field2,Field3; In below example, I have used No, Name and Type fields for Caption. Definition Result 4. Enabled Sets a value that indicates whether a field is enabled or disabled. It can be applied to Page fields, Table fields, and Actions. In the below example, I have set Enabled Property to True on Name field, therefore Name is field is visible to users but it is not editable and it is displayed Gray in color making it less highlighted than other fields. Enable = False   Hope this helps!

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Checkout how Download Source Code feature on Extensions in Business Central Version 15 Production helps customers.

Problem: A friend of mine was looking to migrate their Business Central development and support from one partner to another. While, asking me for advice, I was evaluating what was the best solution knowing that their Business Central had customization installed and I found this which made it easy for them as their going to continue customizing Business Central from another partner. Solution: In Business Central version 14 Sandbox, you are allowed to Download Source Code. But in Business Central version 14 Production, this was not the case. No Apps. could have been downloaded even though you got it developed from a Partner/ Developer and installed from them.In Business Central version 15 Sandbox, you are allowed to Download Source Code just like you would in Business Central Version 14 Sandbox. Download Source Code for Installed Extensions in Business Central V15 Sandbox And this is also the same condition  for Business Central version 15 Production tenant as well. Download Source Code for Installed Extensions in Business Central V15 Production Without this, the possible solution to get your app source code back from Production, you would be required to make a copy of Production into Sandbox and download it from there in Business Central Version 14. Note: This doesn’t apply to apps installed through MarketPlace.  Trust me I have tried 😜!!! Conclusion: When App was installed in Business Central Version 14 Production ensured Partners / Developers that app couldn’t be reused on other tenants. This put most of the pressure on the Customers to explicitly to ask the Vendor to provide the App File. Whereas when an App is installed on Business Central Version 15 Production, it can be downloaded and installed in another Business Central Tenants. This means that if the Customers want to change their partners, they can seamlessly do this without having the awkward conversation of asking the code from their previous partner.

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Generate Hash Value and Integrate Form Data Third-Party System using API Object.

Problem Statement: Every document that goes out or comes into Business Central requires some kinda validation to check its originality which confirms the confidentiality of the document. Introduction: This blog is a two-step process in which I will be explaining how things work and how to write a code for this. This blog also is an update on Hannes Holst Blog(https://www.hannesholst.com/blog/technology/hash-hash-baby-secure-hash-algorithm-in-nav-365bc-and-a-little-more/) and you don’t need to access any  .NET variable.   Pre-requisites:   Microsoft Dynamics Business Central VS Code AL Language Understanding of how data is transferred using API   Books & References:   https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/methods-auto/httpcontent/httpcontent-data-type https://www.hannesholst.com/blog/technology/hash-hash-baby-secure-hash-algorithm-in-nav-365bc-and-a-little-more/ https://www.yammer.com/dynamicsnavdev/threads/465800571707392   Demonstration: 1. Creating a Hash Value: Whenever a file is Uploaded to Business Central Document Attachment Table, Business Central should auto-calculate its Hash value. The Hash Algorithm will be selected on a setup. Creating a Local Hash Value field in the Document Attachment Table.   Document Attachment Table Extension   Hash generated by Business Central Create a set of the field on Setup Table where you will be selecting the Hash Algorithm. API Setup for Trokt App Calculating Hash Value using the Cryptography Management Codeunit. Thanks to Natalie(https://www.yammer.com/dynamicsnavdev/threads/465800571707392), who pointed me in the right direction. Creating HASH Value from File After the computation of Hash Value, the Third – Party Tool API should be triggered with a parameter as the Hash Value. 2. Integrating API with Third-Party Tool: When API has triggered with the Hash Value as a form data, the Third-Party Tools recognizes the Hash Value and then auto-computes other parameters and returns their unique value. API Call with Form – Data payload and storing response This unique value is going to be stored in the Business Central Document Attachment Table.   Attaching File and getting TROKT HASH in Document Attachment Table Checking the API Data through POSTMAN passing the HASH Value as a Filtering Parameter Checking if HASH Value was passed to TROKT API Conclusion: Overall, this was the journey as a trial and error process for one of my clients Proof of Concept. I’m really happy with how perfectly it turned out to be.  

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How to get Preview Version of Business Central

Introduction: With Business Central now progressing it’s way in the market, Microsoft will be releasing seamless upgrades every 6 months i.e April(Wave 1) and October (Wave 2). Thus, this means that with each wave there are going to be public preview coming up for the customers to get few insights as to what all is expected. Pre-requisites: Microsoft Dynamics 365 Business Central. Books & References: https://docs.microsoft.com/en-in/dynamics365/get-started/release-schedule https://freddysblog.com/2019/07/31/preview-of-dynamics-365-business-central-2019-release-wave-2/ Demonstration: There are two ways to get Microsoft Dynamics 365 Business Central Public Preview 1. Create a new Sandbox: In the Admin Center for Business Central, you can create a new Sandbox with preview Signing Up Business Central Sandbox for Version 16 Public Preview Microsoft Dynamics 365 Business Central  Wave 1 2020(V16) on Sandbox 2. Create a Docker Container: Referring to https://freddysblog.com/2019/07/31/preview-of-dynamics-365-business-central-2019-release-wave-2/I had noticed that when you are creating a docker container using BC INSIDER, you will get a the latest version of Business Central Docker Container. Microsoft Dynamics Business Central Wave 1 2020(V16) Container Setup Business Central Login Business Central Wave 1 2020 (Version 16) Container Sandbox Note: For you to get access to BCINSIDER, you will need access to Microsoft Collaborate. There inside the packages, you will find the text file which will contain the access credentials to BCINSIDER container image. Conclusion: I hope this blog helped in anyway setting up public preview in Microsoft Dynamics Business Central. In my upcoming blogs, I will also showcase how we can setup public preview in Microsoft Dynamics 365 Business Application.

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Select and Email Multiple attachments from a list of Documents

Problem Statement: I have a requirement where the user will select multiple attachments of choice from a list of Documents and Email them. Pre-requisites: VS Code AL Language Extension Microsoft Dynamics Business Central Solution: Step 1: Create a drill-down on the field where the user will select attachments from a list of Documents. Here we have used Page Document Attachment Details as a drill-down page where I have attached some documents. Drill Down In the above code, I have created a drill-down of page Document Attachment Details. SetSelectionFilter() – To get selected attachments from the list of Documents. Step 2: Here I have created Instream and Outstream Objects for Attachments as shown below: In the below code Rec_Sample is a Record variable for sample table which contains the Media field “Document Reference” which stores the unique Document Reference ID of a single Document. After that, the same document is exported and Imported using Exportstream and Importstream. And AddAttachmentStream is called with the Instream object to add the attachment. This is done for the number of attachments selected and then the mail is sent. Conclusion: This way we can send Multiple attachments selected by the user and email them. Hope this helps!

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Extend a User-Created Table

Introduction: Microsoft Dynamics Business Central allows extending Pre-defined Tables, which is basically Customization and it is achieved using Extensions. Using Extensions developers can modify Pre-defined Tables according to requirements. But the extension of a Table can be done only if its “Extensible” property is set as True. This property is by default set as True for Tables. Now suppose a developer wants to extend a table that is created. Pre-requisites: VS Code AL Language Extension Microsoft Dynamics Business Central Solution: Step 1: Set the Extensible property of the Table that is supposed to be extended as shown below: In this case, the table to be extended is “Properties”.   Extensible Property Step 2: Now go to Extension Management and get the AppID, Publisher, Name of App and Version as shown below:   App Details Put the above details of App in the dependencies section of the new extension where the table is to be extended as shown below and download symbols:   Dependencies Step 3: You can see that the “Properties” table is now available for extension. Here I have added a field “Extended Name” in the Properties Table. Also, that field can now be seen by accessing Properties Table by URL.   Extended Table   Thank you. Hope this helps!

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Fixed Asset Management In Business Central

Introduction: In this series of Fixed Assets aka FA, I will be teaching you through a life cycle of the Fixed Assets. How to create and acquire these fixed assets, how to depreciate the FA, and how to post transactions on Fixed Assets in Microsoft Dynamics Business Central.   Pre-requisites: Microsoft Dynamics Business Central (ERP) Basic understanding of Fixed Assets Demonstration: 1. Creation of Fixed Assets: To create Fixed Assets search Fixed Assets and open the Fixed Asset List. Click on New (+), automatically FA No. is set up from No Series. Enter the FA Name, FA Class Type, FA Subclass Type, FA Location if you have multiple FA Locations. Creation of Fixed Asset Setup the FA Depreciation Book, by default we have COMPANY. Also set up the Depreciation Start Date and End Date or Start Date and No. of Years. Book value is the current value of the Fixed Assets. This value increases or decreases depending on your Appreciation or Depreciation of FA. 2. Acquire Fixed Assets: There are two ways you can acquire Fixed Assets i. Using Acquire Button on the Fixed Asset Card In Order to acquire the fixed asset, click on the ‘Acquire’ action on the Fixed Asset Acquire Action This will open a Wizard to get the Data from the User and convert into Fixed Asset G/L Journal Acquisition Entry Wizard to take the Data from the User.   Entering the Acquisition Cost and Posting Date   Entering the Balancing Account for Acquisition Amount   Finish the wizard.   Acquisition Entries in FA Ledger Entries ii. Posting a Purchase Order for Fixed Asset: To acquire FA using Purchase Order, insert the FA Purchase Lines. Once you post the Purchase Order, an acquisition entry will be created in FA Ledger Entries. Fixed Asset Acquisition through Purchase Order   Fixed Asset Acquired through Purchase Order 3. Post Salvage Value: To post a Salvage Value, goto Fixed Asset Journal. Insert the Entry to based on the FA No., FA posting type as Salvage Value and Amount that will be received back when Fixed Asset is disposed off. Post Salvage Value – Fixed Asset Journal You will find the Salvage Value in Statistics. According to rule Depreciable Basis  = Acquisition Value –  Salvage Value FA Statistics after Salvage Value is posted 4. Setup Depreciation:  To setup depreciation, you will need to insert the Depreciation Method, Depreciation Start Date, Depreciation End Date and No. of years. Setting up Depreciation 5. Calculate Depreciation: To create a depreciation, make use of Calculate Depreciation Report where you can set the Document No., Posting Date, you can even put the No. of depreciation days etc. Calculate Depreciation This report will create depreciation entries in FA G/L Journal. Calculate Depreciation – FA G/L Journal   Depreciation Entry 6. Disposing of a Fixed Asset: To dispose of a Fixed Asset, you need to create a Disposal Entry in FA G/L Journal FA G/L Journal Disposal   After Disposing the Fixed Asset Disposal should be done on the end date of Depreciation. After Disposing the Salvage Value is posted to Sales Account andFA Book Value becomes 0. Conclusion: In this way, I have shown you the Life cycle of a Fixed Asset. It is relatively easier to deal with Fixed Asset as it doesn’t contains any inventory and accounting is much more simpler. In my next blog I will be inclining towards advance version of Fixed Asset Understanding  

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How to retrieve a Sub-string from a String

Problem Statement:  We have a requirement where the client wants a part of String from Sales Order No. which is Code(Data type) and it is auto-generated from Number Series. The Sales Order No. value is “SO/123/789/456”. The required Sub-string was: 123<Space>789. Pre-requisites: VS Code AL Language Extension Microsoft Dynamics NAV /  Business Central Solution: As per the requirement, we need to first retrieve Sub-strings “123” and “789” and this can be achieved using SELECTSTR( ) function. But SELECTSTR() only retrieves a Sub-string from a comma-separated String. And the Sales Order No. string is a slash-separated string. So firstly we need to convert this string to comma-separated string, which is achieved in the below-presented screen. CONVERTSTR(String, From Characters, To Characters)   In the above Screen, “SalesOrder No.” is initialized in a text variable “SoNumber” and then is converted to a comma-separated string. The code is: CONVERTSTR( String: Text, FromCharacters: Text, ToCharacters: Text ) Now comes the part where we retrieve Substring from this converted String using SELECTSTR( ) function as the string is now converted into a comma-separated string, below screen shows how it is done. SELECTSTR(Number/Position, Comma-Separated String)   As you can see in the above screen how SELECTSTR() function is used to retrieve substring on the 3rd and 4th position of the String and stored in text variables “No1” and “No2” respectively. And these variables are then initialized to another variable with space. The code is: SELECTSTR(Position, Commastring); In the above example the code is: SELECTSTR(3, Separatenumber); SELECTSTR(4, Separatenumber);     Conclusion:  We can retrieve a comma-separated string or any other character-separated string using CONVERTSTR() and SELECTSTR() functions. Hope this helps!  

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Supply Chain Management (SCM) with Microsoft Dynamics 365 Business Central

With Supply Chain Management based on Dynamics 365 Business Central (formerly Dynamics NAV), mapping processes along the entire supply chain is highly efficient. Microsoft Dynamics 365 Business Central ensures smooth processes in purchasing, sales, manu­facturing, logistics and warehouse. You can use Supply Chain Manage­ment (SCM) to adjust and control the work­flows customized to specific requirements. Supply Chain Manage­ment in Dynamics 365 Business Central can be configured flexibly and helps you integrate all business partners in the best possible way. For example, procure­ment, processing and delivery times can be reduced and optimized.   SCM functions in Dynamics 365 Business Central: Optimize inventory levels: Use built-in intelligence to predict when and what to replenish. Purchase only what you need with dynamically updated inventory levels.   Avoid lost sales and reduce shortages: Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points. Suggest substitutes when requested items are out of stock.   Maximize profitability: Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Prevent unnecessary or fraudulent purchases through approval workflows.   Sales order management: Manage sales orders, blanket sales orders, and sales order processes.   Purchase order management: Manage purchases, blanket orders, and purchase order processes.   Warehouse management (Basic and Advanced): Warehouse functionality in Business Central can be implemented in different complexity levels, depending on a company’s processes and order volume. The main difference is that activities are performed order-by-order in basic warehousing when they are consolidated for multiple orders in advanced warehousing.   Item transfers: Track inventory as it’s moved from one location to another and account for the value of inventory in transit at various locations.   Locations: Manage inventory in multiple locations that may represent a production plant, distribution centre, warehouse, showroom, retail outlet, or service car.   Assembly Management: To support companies that supply products to their customers by combining components in simple processes without the need of manufacturing functionality, Business Central includes features to assemble items that integrate with existing features, such as sales, planning, reservations, and warehousing.

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