Finance and operations departments in a company are quite crucial as they help the business to flourish and reach heights. Companies, therefore, should do everything from their end to better the processes in these departments. Using an ERP solution is one of the wisest and best ways to do this job. Dynamics 365 for finance and operations is one of the best enterprise resource planning solutions that you can find in the market. It is one of the best products that Microsoft has created.  They offer some of the best features which you cannot find any other ERP software that you find in the market. But, if you want to enjoy the benefits that come from using this system, you should first learn how to use this software. Here is one more tip that will help you become efficient.  Many of us use Visual Studio for development whether we are developing it Using physical machines or virtual machines. While making any changes to existing code or to save your changes we must have to run VS with administration permission. So every time you right-click on file shortcut and select Run as administrator. So I came up with an inbuilt option in Microsoft Windows operating system after which you don’t have to repeat the steps which are mentioned above. Steps are as follows:- Right-click on your Visual Studio shortcut and select properties. Select the ” Advanced”  option. Tick on Check-Box for Run as Administrator and click on ok button. Click on the “Apply” button. And Then click on the “Ok” button. Now you are all set, Every time you open Visual Studio it will open with administrator permissions.

There are so many different ERP systems in the world. ERP simply means an enterprise resource planning system. While there is stiff competition, Microsoft Dynamics NAV integration is one of the best ERP systems that companies love using. It is because of numerous features that it offers to its clients. One of the reasons why people like it is because this ERP system allows you to sync their ERP with all other systems out there with ease. There is no need to touch any buttons to make this happen. The other name for Microsoft Dynamics NAV is Microsoft Dynamics 365 Business Central. Now, this is one of the many products that are part of the vast Microsoft Dynamics family. Introduction: In this blog, I will demonstrate how to Undo and then Redo Quantity Posting on a Posted Return Shipments in Microsoft Dynamics NAV / Business Central. This functionality is useful if user ships the wrong quantity or selected the wrong item for Purchase Return Order. Pre-requisites: Microsoft Dynamics NAV Microsoft Dynamics Business Central Demonstration: NOTE: You cannot undo a posting if purchase credit memo is posted. 1. In the search option, enter Posted Purchase Return Shipment and then choose the related link. 2. Open the Posted Purchase Return Shipment that you want to undo. 3. Select the Posted Purchase Return Shipment Lines that you want to undo.   4. In Lines, click on Function button and choose to Undo return shipment action. 5. Choose Yes in pop up box. 6. A corrective line inserted under the selected Return Shipment Line. 7. The Return Quantity Shipped field on the related Purchase Order will be set blank once undo receipts. 8. Open the return order in question, and then choose the Reopen action. 9. Correct the entry in the Quantity field and Post the Purchase Return Order again. Conclusion: The functionality helps the user to reverse the Purchase return shipment so the user can Post Purchase Return Order with correction.

Introduction: In this blog, I will demonstrate how to undo a Quantity Posting on a Posted Purchase Receipt in Microsoft Dynamics NAV / Business Central. This functionality is useful if the user receives the wrong quantity or selected the wrong item for the Purchase order. Pre-requisites: Microsoft Dynamics NAV Microsoft Dynamics Business Central Demonstration: NOTE: You cannot undo a posting if the purchase invoice is posted. 1.    In the search option, enter Posted Purchase Receipts and then choose the related link. 2.    Open the Posted Purchase Receipts that you want to undo. 3.    Select the Posted Purchase Receipt Lines that you want to undo. 4.    In Lines, click on Function button and choose Undo receipt action. 5.    Choose Yes in pop up box. 6.    A corrective line inserted under the selected receipt line. 7.  The Quantity Received field on the related Purchase Order will be set blank once you undo the receipts. Conclusion: The functionality helps the user to reverse the Purchase receipts so the user can post purchase order with correction.

Introduction: In this blog, I aim to provide how to set Mandatory Dimensions on Items, Customers, Vendors, and G/L Accounts and how to optimize this process using Configuration package. Pre-requisites: Microsoft Dynamics NAV. Microsoft Dynamics Business Central. Understanding of Dimensions in NAV / BC Theory: Automatic Dimensions can be added for the G/L Accounts, Customers, Vendor, and Items. The Value Posting can be selected as per the below Table. Value Posting Explanation Blank No posting restriction.Transactions can be posted with any dimension value or without a dimension value. Code Mandatory Any dimension value for the given dimension can be added. If dimension value is blank then NAV / BC will throw an error Same Code Only a single dimension value defined in Default Dimension can be used while posting. No Code Dimensions must not be specified on the transactions.   This also implies that you can add the Default Dimension, No-Dimension, Mandatory Dimension and Manual Dimension only when needed using the Default Dimension functionality.   Solution: 1. Apply Mandatory Dimension on Items: Go to Items > Select the Item and Open Card Page > Click on Dimensions Action. In the Default Dimension Table, Table No. for Items Table is 27 which is automatically selected. The value posting is also selected in the table based upon what option is selected. 2. Apply Mandatory Dimension on Customers: Go to Customers > Select Customer and Open Card Page > Click on Dimensions Action In the Default Dimension Table, Table No. for Customer Table is 18 which is automatically selected. The value posting is also selected in the table based upon what option is selected. 3. Apply Mandatory Dimension on Vendors: Go to Vendors > Select Vendor and Open Card Page > Click on Dimensions Action In the Default Dimension Table, Table No. for Vendor Table is 23 which is automatically selected. The value posting is also selected in the table based upon what option is selected. 4. Apply Mandatory Dimension on G/L Accounts: Goto Chart of Accounts > Select the G/L Account and Open the Card Page > Click on  Dimensions Action. In the Default Dimension Table, Table No. for Chart of Accounts Table is 15 which is automatically selected. The value posting is also selected in the table based upon what option is selected. NOTE: You can give multiple Mandatory Dimensions as well 5. Using Configuration Package: In Configuration Package, add the Table 352 Default Dimension and Export the Excel. You can add the dimensions referring to the points 1-4 and insert you data in the Excel. Import the Excel Package and Apply Data. Conclusion: Applying manually for each Master Record can be tedious and time consuming. In this blog I tried to add few sample records so that we can take help of this samples to create our conditions and insert data into Excel and apply it on all the Master Records.

Introduction: The Import from Excel on the Configuration Package page is used to import data from excel.  It can be used to even before a configuration package is created. To avoid confusion and unnecessary retries when using these actions, you can now use the Config. Package Import Preview page to get an overview of the Excel file content to be imported. The page opens when you choose the action and shows the list of configuration packages and tables, organized on different sheets, in the Excel file that you are trying to import. The page also explains if the Import from Excel action will create a new configuration package or update the existing one, and if the action will create new configuration package lines (tables) or update existing ones. Pre-Requisites: Microsoft Dynamics 365 Business Central Steps: To import the Purchase Order Data : Open the Config. Package Card page. Select the table for which you want to import data, and then, on the Tables tab, choose the Import from Excel action. 3. Locate and open the file that you want to import data from. 4. On the Config. Package Import Preview page, review the content that will be imported. The Config. Package Import Preview page provides an overview of the Excel file content to be imported. It also indicates if a new configuration package is created or the existing one is updated, and if new configuration package lines (tables) are created or existing ones are updated. Choose the Import Action. 5. A new Package is created on the List page and the data in the configuration package can be viewed by clicking on the package. Conclusion: Thus, this way the data from the Excel is now imported into configuration package and with the help of Configuration Package Review page the data that is imported can be reviewed and checked.

Problem Statement: While I was working on some custom EFT project, I thought of using XMLPort as it is the safest and easiest method to get the data successfully directly from the tables. Unfortunately, XMLPort is not supported to work on WebClient and I was stuck with writing code to do exactly what XMLPort would do.Also, another issue that Business Central d extension support is using File methods i.e Open, Write, Close, etc.   Introduction: In Business Central even if you’re not given explicit rights to deal with files directly there are streams using which we can be downloaded as files. Enough of introduction, let’s start working now! Pre-requisites: VS Code AL Language Extension Microsoft Dynamics Business Central. Demonstration: 1. Creation of File Contents: In this case, I’ve simply text string ‘Hello World!’ Although it’s perfectly possible to create more complicated strings such as XML contents using a combination of loops and text manipulating functions as needed.     2. Creation of Streams: Using  TempBlob.Blob.CREATEOUTSTREAM(Var_OutStream) initialize the OutStream.       Using Var_OutStream.WriteText(Var_FileContent) write the text to the BLOB       Using TempBlob.Blob.CREATEINSTREAM(Var_InStream) read the contents of BLOB to InStream variable.   3. Downloading the contents of the Streams to a file: Using DownloadFromStream(Var_Instream,FileName.FileExtension) download the contents of the InStream to a file.     Output:   Conclusion: That’s exactly how I was able to create a Custom Text File and download it in Business Central. You can even try with any type of text-based exports.

Introduction to OCR: OCR (Optical Character Recognition) is used to automate the data entry process for vendor invoices When a purchase invoice is received from the vendor, the client stores the invoice either in a file or manually does the entries in excel sheet With the use of Microsoft Dynamics 365 Business Central, invoices can be stored on cloud in the system OCR service setup: OCR service setup needs to be done in order to process the automation which is done through Kofax, which is a process automation software provider. The client should register to avail the following functions at the given price: Trial Basic Premium Documents 75 100 100 Validity(months) 2 1 1 Price (USD) Free $60 $105 Price per extra Invoice No extra invoice after 75 $0.56 $1.12 Specifications: Yes Yes Yes ·         Online correction ·         Header/Footer capture Yes Yes Yes ·         Line item capture Yes No Yes   To avail this service the user needs to get registered under Kofax. (www.kofax.com) Registration process includes providing details such as: name, email, mobile no, Company name, address and so on. Fig 1. Kofax sign up page Once the registration is complete Kofax sends an authorization key to the user on his mentioned email. Fig 2. Registration mail from Kofax The key is later used to send the invoices to the service provider to scan the invoice and receive it back. (without the authorization key, OCR process cannot be completed) Fig 3. OCR service setup OCR process: For mail received invoice save the pdf invoice in the computer and for printed copy of invoice click a picture of the invoice which should be a clear and visible picture. Go to incoming documents in Microsoft Dynamics 365 Business Central. Click My incoming documents Fig 4.  Click on new and then create from file Fig 5. Creating Invoice from File This will ask to choose a file from your computer Choose the file pdf saved earlier in the computer Check all the details of the vendor invoice Click on OCR and then send to OCR service Fig 6. Sending the document to OCR service  Click on receive from OCR service Fig 7. Receiving the document from OCR service The details on the invoice will be entered as per the heads in the document Check all the financial details as per the invoice to verify Fig 8. Checking the financial information Click create document and the document will get stored in the system Fig 9. Creating the document as purchase invoice Check for errors and warnings in the document Fig 10. Checking for errors and warnings To correct the error, click on OCR and under that correct the OCR Fig 11. Option to correct the OCR Correct the mistakes and select “Send OCR Feedback” to send the corrections to the OCR service, so that the mistakes will not repeat   You can check the document in the purchase invoice Open the created document Enter the vendor invoice number for reference which will be star marked Now post the document with an option to print the document as well Fig 12. Final posting of the purchase invoice Check for the document in the posted purchase invoice by searching for the vendor invoice number.

Introduction: In this blog I will demonstrate that how the Sales Order and its corresponding Sales Order Lines can be linked together in the Microsoft PowerApps. Pre-requisites: Microsoft PowerApps Method: Create two galleries within the PowerApps and for the first gallery create a display form with Sales Order as the Data source. In the second gallery, the Sales Order Lines is the Data source. Now select the second gallery, and write the following formula to display the corresponding Sales Order lines: Filter(SalesOrderLines,’Document No.’ exactin                                      DataCardValue2.Text)                                                                                    where DataCardValue2.text contains the value of ‘No.’ field of the Sales Order on the basis of which the Sales Order and its lines are related. The exact in keyword is used to check whether both the fields are matching exactly.

Introduction: Have you ever faced the issue of the Dashboard taking forever to load? If yes, then did you inspect the reason why? Anyways, the Dashboard loading times dependent upon the calculations used to generate the figures on each of the dashboard tile. Most of the times the calculations are so tedious that the results involve querying multiple tables with multiple filters. Let’s see how we can optimize the Dashboard load times. Pre-requisites: Microsoft Dynamics NAV / Business Central. Development Environment or NAV. VS code with AL Language Extension for Business Central. Solution: 1. Figuring out which all tiles required real-time calculations VS non- real-time. Thus, by separating real-time from non- real-time, we can differentiate the execution patterns. For eg: No. of Open Invoices VS Average Cost of an Open Invoice. 2. Settings different execution styles for Real-Time and Non-Realtime: i. Real-Time Calculations are trigger whenever we open the Dashboard i.e OnOpenPage Trigger on Role center page ii. Whereas Non-Real time can be set up as Job which refreshes every 5-10 minutes. 3. Setting the Dashboard Source of Data as Tables. It is easier for the Dashboard to Load the data from Tables rather than executing the query and storing the data as variables and populate data. 4. Setting manual Refresh Button to refresh the data on all the tiles. Code & Output: 1. Creating the Role Center with Source Table as the Table: 2. Trigger on OnOpenPage to modify the values in the Source Table with new real-time values:   3. Create a Codeunit which run as a Job every 5 – 10 minutes and store the data into the Source Table: Creating Codeunit to be executed as a Job. Setting Codeunit on Job Queue Entries   4. Output:   Conclusion: Thus using the optimization by using Table as the source of data for Role Center, we can reduce the load time exponentially to get a good performance. As per facts are concerned, in reality, the change in the load time was from 2 minutes 10 seconds to 15 seconds after the optimization.Happy Blogging! 🙂

Sales is the important part of any business. For doing the sales a company required Customers. Following is the process as how to create customers in D365 BC. To create a new customer card In the Global Search , search for Customers. On the Customers page, choose the New If only one customer template exists, then a new customer card opens with some fields filled with information from the template. If more than one customer template exists, then a page opens from which you can select a customer template. In that case, follow the next two steps. 3. On the Select a template for a new customerpage, choose the template that you want to use for the new customer card. 4. Choose the OK A new customer card opens with some fields filled with information from the template. 5. Proceed to fill or change fields on the customer card as necessary. Hover over a field to read a short description. The customer is now registered, and the customer card is ready to be used on sales documents. If you want to use this customer card as a template when you create new customer cards, you can save it as a template. To save the customer card as a template On the Customer Cardpage, choose the Save as Template The Customer Template page opens showing the customer card as a template. Fill in the fields as necessary. Hover over a field to read a short description. To reuse dimensions in templates, choose the Dimensions The Dimension Templatespage opens showing any dimension codes that are set up for the customer. Edit or enter dimension codes that will apply to new customer cards created by using the template. When you have completed the new customer template, choose the OK The customer template is added to the list of customer templates, so that you can use it to create new customer cards.