Maximize efficiency of your customer service Gain a complete overview of the tasks and workloads in your service department to efficiently allocate resources and accelerate the answer of requests. With an increasing number of different business contacts, it is necessary to handle them professionally in order to generate extensive customer trust through constructive communication and reliable processing of service cases. Service Management functions in D365 Business Central: Manage forecasting to fulfilment: Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.   Run your warehousing efficiently: Get a holistic view of inventory for efficient order fulfilment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions.   Reach optimal output levels: Calculate and optimize manufacturing capacity and resources to improve production schedules and meet customer demands.   Service orders: Register your after-sales issues including service requests, services due, service orders, and repair requests.   Service item management: Record and keep track of all your service items, including contract information, component management, and BOM reference and warranty information.   Service contract management: Record details on service levels, response times, and discount levels, as well as on the service history of each contract, including used service items and parts and labour hours.   Planning: Assign personnel to work orders and log details such as work order handling and work order status.   Dispatching: Manage service personnel and field technician information, and filter according to availability, skills, and stock items.   Service price management: Set up, maintain, and monitor your service prices.  

The project management module in Dynamics 365 Business Central provides options for planning and creating project-relevant activities (project planning) and enables project budgeting and automated project invoicing. You can use the project management in Microsoft Dynamics 365 Business Central to completely map and control your project-relevant activities: Stay on budget: Create, manage, and track customer projects using timesheets along with advanced job costing and reporting capabilities. Develop, modify, and control budgets to ensure project profitability.   Plan with precision: Manage resource levels by planning capacity and sales. Track invoicing for customers against planned costs on orders and quotes.   Analyse project performance: Make effective decisions with real-time insight on project status, profitability, and resource-usage metrics.   Resources: Register and sell resources, combine related resources into one resource group or track individual resources.   Estimates: Monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.   Jobs: Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.   Timesheets: Timesheets are a simple and flexible solution for time registration with manager approval and integrate with Service, Jobs, and Basic Resources.   Multiple languages: Switch languages on the client in real time provided that the desired language is available.   Reason codes: Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.   Extended text: Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.   Intrastat reporting: Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can inform you whether your company is obligated to file such a report.   Outlook integration: Synchronize your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.

The Microsoft Dynamics 365 Business Central ERP software has an integrated suite for the production area (PPC: production planning and control) with comprehensive functions to plan and control efficient production and manufacturing processes: The manufacturing module can map and efficiently manage all areas from material requirements and product configuration to workstation and machine utilisation. Production functions in D365 Business Central: Resources: Register and sell resources, combine related resources into one resource group or track individual resources.   Estimates: Monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.   Jobs: Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.   Timesheets: Timesheets are a simple and flexible solution for time registration with manager approval and integrate with Service, Jobs, and Basic Resources.   Multiple languages: Switch languages on the client in real time provided that the desired language is available.   Reason codes: Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.   Extended text: Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.   Intrastat reporting: Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can inform you whether your company is obligated to file such a report.   Outlook integration: Synchronize your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.   Subcontracting: Allows companies to send raw materials, unfinished goods, or partially finished goods for further processing elsewhere.  

Get an overview of your business data using power­ful Business Intelligence (BI) functions and improve your customer management. Business Intelligence for an informed decision base With the analysis tools integrated into Microsoft Dynamics 365 Business Central (formerly Dynamics NAV), you can use graphical views and digital reports to analyse your busi­ness data in detail. By combining Microsoft Dynamics 365 Business Central and other applications such as the Microsoft SQL Server with its reporting and analysis services your company can meet the requirements of comprehensive analyses and reporting. With access to real-time data from Microsoft Dynamics 365 Business Central statistics and additional analysis and reporting tools, your employees can analyse performance and make informed decisions based on meaningful data.

The financial management feature of the ERP soft­ware Dynamics 365 Business Central does not just include financial accounting func­tions, but also combines various aspects of finance, cost and activity ac­counting, as well as internal and external reporting. The current data of all company areas such as purchasing, sales, ware­house and wages/salaries are merged in financial manage­ment of Microsoft Dynamics 365 Business Central (formerly Dynamics NAV). You can access the core data at the push of a button to deter­mine and analyse sources and corre­lations at any time. Accounting & Finance Financial accounting is the central element in Microsoft Dynamics 365 Business Central (formerly Dynamics NAV). All data regarding financial accounting are processed, evaluated and saved here. The daily processes in financial accounting (general ledger and sub-ledger) are supported effectively by various features: Make informed decisions: Connect data across accounting, sales, purchasing, inventory, and customer interactions to get an end-to-end view of your business. Chart financial performance in real time with built-in Power BI dashboards.   Accelerate financial close and reporting: Streamline accounts receivables and payables, and automatically reconcile accounts to close and report on financials quickly and accurately, while maintaining compliance.   Improve forecast accuracy: Refine financial forecasts by modelling and analysing data across multiple dimensions. Customize reports using seamless Microsoft Excel integration.   Basic General Ledger: Set up a company and start posting to the general ledger, chart of accounts, general journals, VAT facilities, recurring journals, and source codes.   Budgets: Work with budgets in general ledger accounts.   Deferrals: Set up deferral templates that automate the process of deferring revenues and expenses over a pre-defined schedule.   Basic fixed assets: Keep track of fixed assets and related transactions such as acquisitions, depreciations, write-downs, appreciations, and disposals.   Basic receivables: Post sales transactions in journals and manage receivables; register customers and manage receivables using general journals.   Dimensions: Add unlimited dimensions to any ledger for advanced transaction analyses.   Audit trails: The system automatically assigns audit trails and posting descriptions to every transaction. In addition, users can define reason codes to create complementary audit trails.   Bank account management: Create, operate, and manage multiple bank accounts for catering to your diverse business needs and across different currencies.   Reconciliation: Reconcile your bank statement data automatically to open bank account ledger entries end to keep track of all your bank statements.   Currencies: Manage multiple currencies throughout the system, including payables and receivables, general ledger reports, resource and inventory items, and bank accounts.

The CRM system (Customer Relationship Management) in the Microsoft Dynamics 365 Business Central (formerly Dynamics NAV) ERP software assists you to automate numerous tasks in the sales and marketing sectors. You can use this CRM solution to manage your customer re­cords and sales histories, control your sales oppor­tunities, create marketing campaigns and track customer activity. The CRM system helps you to make informed deci­sions for a professional customer manage­ment. The close inte­gration with Microsoft Outlook is a great benefit here. The features of the product are as follows: Deliver value at every touch point: Prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best to upsell, cross-sell, and renewal opportunities throughout your sales cycle. Boost sales productivity: Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook. Maximize profitability: Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution. Contacts: Maintain an overview of your contacts and record your contact information for all business relationships. Campaigns: Organize campaigns based on segments of your contacts that you define. Opportunity Management: Keep track of sales opportunities, section your sales processes into different stages, and use this information to manage your sales opportunities. Dynamics 365 for Sales integration: Integrate with Dynamics 365 for Sales in a few easy steps to synchronize your data, including sales orders, item availability, units of measure, and currencies  

Problem Statement: I have a requirement where I want to update the Subform(Part page) from the Main page, this Subpage(Subform) is linked to the Main page by SubpageLink Property. The Subpage is a List page and I want to filter this list by a field from Main Page. Pre-requisites: VS Code AL Language Extension Microsoft Dynamics NAV /  Business Central Solution: To solve the above Problem statement we have to make use of the Currpage.Update() function which shall update the Subpage. As you can see in the below window a function is created Vendorfilter() on Subpage with the “vendor” parameter, in this function filter is added for the vendor on the part page and then CurrPage.Update() is used. This function will update the Subpage with the vendor. Now, call this function on “OnValidate” trigger of the Main page field, here we have “Vendor” field on Main Page.     The calling of Function is as follows: CurrPage.<SubpageName>.Page.<FunctionName>(Rec.<FieldName>); In this example we have CurrPage.POLines.page.Vendorfilter(Rec.Vendor); Conclusion: Thus we can achieve updating a Subform from a Main Page. Hope this helps!

Introduction: In this blog, I will be attempting to provide information about the new Application Lifecycle Management features of Business Central Wave 2. Pre-requisites: Microsoft Dynamics Business Central Wave 2. Demonstration: 1.Report Production Outages in Administration Center.   Suppose there occurs a case where the user is having issues on Production Environment, in order to get help on such issues, the user can report such cases to Microsoft, this is achieved by visiting Admin Centre >> Environments >> and then click “Report Production Outage” as shown below.   After that fill in the details as shown below, i.e. Outage type, Name, Email address, Contact Number and on the next page fill in the details of errors and the time and date of Outage occurrence as shown below. When the user reports the Outage, a message is displayed with the ticket Number. Then the reported outage is displayed on the Reported Outages Menu as shown below: And the user gets an Email regarding the outage. 2. Multiple production environments New Business Central Wave 2 brings a new feature where users can have multiple Production Environments for different localizations. After creating multiple Productions when the user visits “home.dynamics.com”, the user is asked for which Production Environment he wants to visit as shown below.   3. Detailed Notification for Update Events The following image shows a detailed notification mail for the update events of Tenant. Hope this helps!

Introduction: In this blog, I will be attempting to provide information about the new Modern Client features of Business Central Wave 2. Pre-requisites: Microsoft Dynamics Business Central Wave 2. Demonstration: Overview of All Business Central Features in Single Click. With the new release of Business Central comes a new feature where users can see all the features of Business Central in a Single Click. On the Dashboard, user can locate a “hamburger” next to Actions on the top right of the screen, when the user clicks on it, a new window is displayed that shows all the features of Business Central according to Profiles (Roles). The screen displayed in the above picture shows All features for “Cronus General Manager” which is personalized for that Role. The screen displayed above shows All features for Role – “Accountant”.   2. Identify your Companies with Badges. When users are working with multiple companies, it is possible that confusion about companies may occur, to keep things clear users can make use of this feature which can be achieved with the following steps:- Step 1: Go to Company Information and change “Company Badge” to “Custom”. Step 2: Select “Company Badge Style” from a range of 10 different colors available as shown below and write a four-letter “Company Badge Text” as shown. Now the user can see the company’s badge as created on the top right corner of the Dashboard. 3. Modern clients only for Business Central Users can work with Business Central in the browser, Windows 10 desktop app, or mobile apps on Android and iOS. With this release, Dynamics NAV Windows Client is no longer available. Windows 10 Desktop App: Mobile App:   Hope this helps!

Introduction: In this blog, I will be attempting to provide information about the new Modern Client features of Business Central Wave 2. Pre-requisites: Microsoft Dynamics Business Central Wave 2. Demonstration: Filter option fields by multiple values In the below picture, the user wants to apply a filter on an option field “Contact Type” on Customers, but the user can filter the data with either of the two options in Business Central. But with the new Business Central Wave 2 update, users can now filter option fields with multiple values as you can see below. 2. Multitasking across Multiple Pages: It is possible that users want to toggle between multiple pages, this feature was not available before, but it is possible in new Business Central Wave 2 update. Step 1: On the page, find the button highlighted below and click on the button that describes, “Open the page in a new window”. Step 2:  After Step 1 the page will open a new window as shown below. 3. Enter data with Speed and Agility Business Central wave 2 comes with more efficiency and agility,  data is entered with speed and agility, all the processing of fields in a record is done when the user adds a new record. 4. Longer timeout period for the server connection. In earlier versions of Business Central online, the session timeout period was set to 20 minutes. Microsoft has increased this value to two hours so that users are not asked to sign in to Business Central again and again. Note: This feature is only applicable to Business Central Online. For Business Central On-Premises, you can change the timeout in the Client Services tab in Business Central Server Administration. Hope this helps!