Category Archives: D365 Business Central
Upcoming Improvements in Scrolling in List Page
D365 BC product is being improved continuously and following is the expected improvement coming in April Updates. Improvements to Scrolling in Lists When scrolling in a list page today, your scrolling is periodically interrupted with a “fetching more rows” indicator. Scrolling pauses while Business Central fetches and loads more rows into the page. See below for an example of this: Microsoft’s latest enhancements aim to improve scrolling experience. You will be able to scroll to any position on a list without pause. We’ve been able to see the improved experience in our preview environments and believe this will be a simple but highly valued feature for frequent Business Central users!
Share Story :
Upcoming Longer Names & Description in D365 BC
D365 BC product is being improved continuously and following is the expected improvement coming in April Updates. Longer Names and Descriptions Microsoft plans to update Business Central to allow for longer name and description values. All name and description fields are being lengthened from 50 to 100 characters, providing you with greater flexibility and fewer compromises when naming or describing entities such as general ledger accounts, customers, vendors or items. The image below illustrates a Business Central vendor record where the vendor’s name has been populated with 100 characters.
Share Story :
Upcoming Auto Save Indicator in D365 BC
D365 BC product is being improved continuously and following is the expected improvement coming in April Updates. Auto Save Indicator The lack of a save button in Business Central may be a source of confusion for those without prior Business Central experience. Like many other modern web applications, Microsoft plans to add a saved indicator to the application. Here’s what it looks like when a change to a vendor record is underway: Notice the saved indicator when a page is initially opened (in this case the Vendor Card page). Now I’ll change the vendor’s name. Notice below how the autosave indicator updates automatically. When Business Central has finished updating the record, the autosave indicator updates once more, showing this update has been saved in the application.
Share Story :
How to Attach Documents to any Record of any Table in Business Central
Introduction: Attachment is a relatively new functionality in Business Central. Unlike Links you need not store the links to the document but attach the document itself. In this blog I’ll be showing how to customize Business Central to attach documents to any table. Pre-requisite: VS Code Microsoft Dynamics Business Central Demonstration: Attachments are stored in Table 1173 Document Attachment Table. Using the standard document attachment table functionality does not support attaching on all the tables / pages. Currently in Business Central attachment functionality is allowed only on Master and Documents. Adding a field in Document Attachment Table to classify if you want to attach documents for different purpose. In this case I wanted to Attach two types of Documents. So I created an Option Type with Scale Ticket and Lab Report which will be set during the insertion of attachment in the Page. Refer: SaveAttachment2 function. Creating a Custom page with Source table as Table 1173 Attachment Document. I’ve created a Custom Page because the standard pages calls a function that does not allow me to attach different types of attachment. Thus the Custom page contains SaveAttachment2 function which allows to mention the type of Attachment for the record. Adding Custom methods to Attach the documents with different types on Single Record. i.) Export : This function downloads the attachment that is stored in the system wen clicked on the name ii.) SaveAttachment2:This function saves the attachment for the record with the specific type of attachment. It stores the TableID, Record Primary Key and then LoadType to specify type of attachment for that load. GetLoadType: This function is used to pass the type Calling the CustomAttachedPage from the Page/ Table you want to attach. Output: From the Record you want to attach the document To download the Attachment, click on the Attachment FileName. Conclusion: In this way we can attach documents to any record of any table in Business Central.
Share Story :
D365 Business Central Essential v/s Premium
Microsoft Dynamics 365 Business Central is an all-in-one business solution built for small and mid sized firms that have outgrown their limited accounting software With its emphasis on scalability, Business Central comes with plans to fit various requirements: Essentials and Premium. Business Central – Essentials Business Central Essentials includes applications that are essential to any ERP platform and costs just $70/user/month. Here is just a high-level look at Essentials functionality: Financial Management GL, AP, AR Allocations Budgets Fixed Assets Month/Year end closing Multiple Currencies Supply Chain Management Inventory and purchasing control Shipment and distribution Returns and cancellations Procurement and vendor management Warehouse Management Order Promising Warehouse Receipt/Shipment Warehouse Management Systems Automated Data Capture Project management Capacity Management Multiple Costs Sales Invoicing, Sales Order Management Estimates Jobs, Time Sheet Human Resource Management Built-in CRM Functionality Contact Management Task Management Outlook Client Integration Dynamics 365 for Sales and Customer Service (optional) Business Central – Premium Premium includes everything in Essentials, plus modules for complete Manufacturing and Service Management, enabling businesses to streamline their entire operations from end-to-end. It’s available for $100 per user/month and includes: Everything in Essentials Manufacturing Production orders Production Bill of Materials Supply planning Demand forecasting Capacity planning Agile Manufacturing Service Management Service Order Management Service Price Management Service Contract Management Planning and Dispatching
Share Story :
How to control the amount of information that is visible in a window in Business Central.
Introduction: This blog demonstrates how the information that is visible to a user on the window can be controlled and managed. The ‘Importance’ property of a field helps us to control whether a field is seen or hidden on a window. Pre-requisites : Microsoft Dynamics 365 Business Central Steps: The Importance property helps to control the visibility of a field on the window. A field can be shown when clicked on the ‘Show More’ option and can be hidden on the ‘Show Less’ Action, we can even show the field value on the FastTab Header when the whole FastTab is collapsed. The values of the Importance property are as follows: Standard : It displays the field on the page by default. Promoted : It displays the field on the page and shows it on the FastTab Header when the FastTab is collapsed. Additional : It hides the field on the page, inorder to view the field user can click on the Show More action on the FastTab. 3. The Example below demonstrates this property : The Buy-From County Field (State) its Importance property is initially set to Additional. Therefore, it can only be seen when Show More action is clicked. After setting its Importance property value as ‘Standard’ the field is visible on the page by default. After setting its Importance property value to ‘Promoted’ its value is seen on the page and even on the FastTab Header when the FastTab is collapsed. Conclusion: Thus, by using the Importance property of the field the user can control the Amount of information regarding a particular entity that needs to be shown/hidden.
Share Story :
Sending Email from Admin on behalf of sender in Business Central using MS Flows
Introduction: In Business Central, to send an Email the sender Email is always the user in SMTP Setup. But, what happens when you are sending email from <admin@yourorganization.com> but should be going department wise ie. <sales@yourorganization.com> and <marketing@yourorganization.com>. Thus in this blog I’ll be showing how to send email from the department email using the admin email. Pre-requisite: 1. VS Code. 2. Office 365. 3. Microsoft Dynamics Business Central. 4. MS Flows. Demonstration: 1. Setting Up MS Flows: Creating the HTTP request: Using Sample Payload as : [{ “sender”:”Test Sender”, “recepient”:”Test recepient”, “subject”:”Test Subject”, “body”:”Test body” }] Add the Send an Email action: Save the MS Flow and copy the trigger URL in Postman and passing JSON, check if you the email. Check mail box for delivery of Email 2. Enable email delegation in Office 365. In portal.office.com, navigate to Admin > Admin Center > Exchange > Mail boxes > <–Admin Email–> > Delegate Add you department email here. In this cas Cloudfronts@xyz.com is admin email and olisterr@xyz.com is department email. 3. Call the MS Flows from Business Central. Code: 4. Output Conclusion: Thus in this way we can use MS Flows Webhooks to actually trigger an email passing the data through JSON as an POST http request.
Share Story :
How you can write Customization just specifically to create a profile
Introduction: Have you ever wondered how you can customize Business just for a specific profile and how tedious it can be for each and every profile? Well the answer is here and its simple than you expect. In this blog I’m going to how you can write Customization just specifically for the profile. Pre-requisites: 1. VS Code 2. Al Language Extension 3. Business Central Demonstration: 1. Creating a Profile Object: There are two different profile objects. i. Sales Manager Profile ii. Business Manager Profile. 2. Creating Page Customization for the Profile Object: There are two different Page Customization. i. SalesManager : Here, the ‘No.’ field on Customer List is hidden. ii. BusinessManager: Here, the ‘Name’ field on Customer List is hidden. 3. Linking between Profile Object and Page Customization: The name of the PageCustomization is the customization defined in the profile. Note: No variables, procedures and triggers are allowed on Page Customization. 4. Output: In My Setting > RoleCenters. You get two new Profiles. For Sales Manager Profile: No. field is hidden. For Business Manager Profile: Name field is hidden. Conclusion: Thus, in this way we can customize the app for specific profiles.
Share Story :
Adding Notifications in Microsoft Dynamics 365 Business Central
Introduction: Notifications provide a programmatic way to send non-intrusive information to the user interface (UI) in the Microsoft Dynamics 365 Business Central. Their purpose is to provide users with some information about a current situation without any necessity to perform or block an action. Pre-requisites: 1. Microsoft Dynamics 365 Business Central Steps: 1. Create a global variable of the type notification: LoadsNotification: Notification; 2. The different functions used in notification are as follows: Message: It includes the message to be shown in the notification Scope: Specifies the scope where the notification appears. AddAction: To add an action to notification SetData: To set the data property value in a notification GetData: To get the data property value in a notification Recall: To recall a sent notification Send: To send the notification to the user. 3. In this case I have used the notification function to be displayed if the ColorVar is unfavorable i.e. red and the day is Thursday, Friday, Saturday or Sunday. If the above condition is satisfied then the notification is displayed with an action to schedule Loads otherwise no notification is displayed. The code is as follows: if ((ColorVar = ‘Unfavorable’) and (UnscheduledLoadsCount > 0)) then begin LoadsNotification.Message(‘There are ‘ + Format(UnscheduledLoadsCount) + ‘ loads yet to be scheduled.’); LoadsNotification.Scope(NotificationScope::LocalScope); LoadsNotification.AddAction(‘Schedule Loads’, Codeunit::EventHandlingCU, ‘OpenUnscheduledLoadsByVendor’); LoadsNotification.send; end; The Procedure OpenUnscheduledLoadsByVendor is created in the codeunit EventHandlingCU to open the page when action is triggered. procedure OpenUnscheduledLoadsByVendor(LoadsNotification: Notification): Text begin Page.Run(50139); end; Conclusion: Thus, this way notifications can be created in Business Central to notify the users some important information without blocking actions of the users.
Share Story :
Use of Automation APIs to create new companies and view existing in Business Central
Introduction: Automation APIs provide capability for automating company setup through APIs. Here we are going to use the Automation APIs to create a new company in the Microsoft Dynamics 365 Business Central and then view the existing companies information using the same. Pre-requisites: Microsoft Dynamics 365 Business Central Postman Steps: 1. Create a Company: To create a company we make use of the automation Endpoint available. Here we create a post request in Postman which is in the following format: POST https://api.businesscentral.dynamics.com/v1.0/api/microsoft/automation/{api version}/companies{company id}/automationCompanies For this we make use of OAuth 2.0 Authorization(Bearer Token). 2. To View Information about existing Companies in Business Central Retrieves the properties and relationships of an automationCompany object for Dynamics 365 Business Central. Here we use the GET request from Postman which has the following format: GET https://api.businesscentral.dynamics.com/v1.0/api/microsoft/automation/{api version}/companies{company id}/automationCompanies For this we make use of OAuth 2.0 Authorization(Bearer Token). Conclusion: Thus, by making use of these existing Automation APIs we can automate the initial setup process of creating companies, packages, users, permission sets etc.