Introduction: In Dynamics 365 Business central, an item can be marked as blocked for sales, blocked for purchase and you can block it from being posted in any transaction. Block inventory items for sales: Choose the search icon, enter Items, and then choose the related link. Select the item that you want to block, and then choose the Edit action. To block the selected item for sales transactions, on the Price & Sales Fast Tab, select the Sale blocked check box. If you try to enter the item on a sales document or journal line, you will now get an error message that the item is blocked. Block inventory items for sales: Choose the search icon, enter Items, and then choose the related link. Select the item that you want to block, and then choose the Edit action. To block an item for purchase transactions, on the Replenishment Fast Tab, select the Purchase blocked check box. If you try to enter the item on a purchase document or journal line, you will now get an error message that the item is blocked. Block inventory items for transaction: Choose the search icon, enter Items, and then choose the related link. Select the item that you want to block, and then choose the Edit action. To block an item for transactions, on the Item Fast Tab, select the blocked check box. If you try to enter the item on a purchase document or journal line, you will now get an error message that the item is blocked.

Introduction: ERP solutions are complex and hence it is significant for any enterprise to analyse the necessity and extract the complete understanding of the solution so as to derive the full benefits of it internally before it decides to deploy one. Having said this, Microsoft Dynamics 365 is one such platform which rather offers a clarity on the solutions. Microsoft now offers two ERP based solutions on Dynamics 365 Platforms. D365 Business Central D365 Finance & Operations The companies planning to implement D365 ERP need to choose prudently which product will suit their business requirements or best, consult their IT partner for the same. Here is the table comparison of two products which will help the decision makers to take the right decision. I have listed down product features with a general comparison view so that it is easier to understand them in a better way. General Comparison: Product/Feature D365 Business Central  D365 Finance & Operations Multiple Legal Entities Yes Yes Intercompany Postings and Consolidated Statements Yes (only within same country/localization) Yes Complete ERP with – Finance (AR/AP), Manufacturing, Logistics, Inventory, Warehousing Yes Yes Supplier Evaluation Module No Yes Quality Management Module No Yes PowerBI Embedded for Analytics No Yes Dynamics 365 Talent (Core HR, Attract, Onboard) No Yes Dynamics 365 Sales with Integration to ERP No Yes Dynamics 365 Customer Service No Yes Dynamics 365 Marketing No Yes Dynamics 365 Social Engagement (Facebook, Instagram, Twitter, etc) No Yes Dynamics 365 Customer Satisfaction Surveys No Yes Dynamics 365 Customer Support Portal No Yes Mobility (Apps for iOS/Android) Yes Yes Browser-based (Chrome, Edge, Safari) Yes Yes Dev and Production Environments Only Production Yes Minimum User License requirement No Minimum 20 Licensing Cost (US $ per user/month) $100 $200  Module Wise Comparison   D365 BC D365 FOE General Customer Type Small to Medium Medium to Large Deployment Period Short Long   Financial Management Auto Elimination Accounting – Available Consolidation Available Available Budgeting Available(Basic) Available(Advanced) Budget Control – Available Fixed and Variable allocations Available Available Ledger Allocations – Available Fixed Assets Available Available Cost Accounting Available Available Multicurrency Available Available Financial Dimensions Available (Upto 8 dimensions) Available (Unlimited) Multi-company Available Available Multi language Available Available Bank Reconciliation Available Available Electronic Funds Transfer Available Available Global Chart of Accounts – Available Multiple Posting Layers – Available Supply Chain Management Sales Orders Available Available Returns Management Available Available Sales Tax Available Available Purchase Orders Available Available Requisitions Available Available Serialized inventory Available Available Bins Available Available Assembly Available Available Inventory Transfers Available Available Procurement and sourcing – Available Global Customer & Vendor – Available Global Products – Available Advanced Warehouse Management License Plate Tracking – Available Basic Warehousing Available Available Aisle, Rack & Shelf – Available Transport Management – Available Quality Management – Available Warehouse Monitoring – Available   Production Basic Production Available Available Process Based manufacturing – Available Lean manufacturing – Available Multi Plant & Multi Schedule Planning – Available Human Resource Employee Master Available Available Recruitment Process – Available Attendance – Available Payroll – Available Performance – Available Training – Available Skill Sets – Available Project Management Job Costing Available Available Project Accounting – Available Employee Timesheets Available Available Employee Expenses – Available Schedule Board – Available System-wide Capabilities Office 365 Integration Available Available Microsoft user interface Available Available Workflows Available Available Web/mobile client Available Available E-mail Integration Available Available Document Management Available Available

Introduction: A field group in table or table extension objects defines the fields to display in a drop-down control on pages that use the table and fields that display when these pages are shown in the tile view. Syntax of fieldgroup is as follows: fieldgroup(<Name>;<Field>) <Name> : It can be either Dropdown, so as to define the set of fields to be included in drop down view or it can be Brick to define the set of fields to be included in a tile view. <Field> : Here, all the fields to be included are specified each separated from the other one by comma. Pre-Requisite: Microsoft Dynamics 365 Business Central Solution: In Business Central, when using the table extension objects one or more fields can be added to the fieldgroup using the ‘fieldgroups’ control. It can be done by using the addlast keyword.Its syntax is as follows: addlast(<Name>;<Field>). In the example below, I created a table extension object in which I have added a new field. I have added that field in the fieldgroup using the syntax mentioned above. Conclusion: Thus, using the above syntax the fieldgroup control can be added to the table in Business Central and even the existing fieldgroup can be modified to add new fields.

Introduction: Difference in configuration of Role Center between Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central. Pre-requisites: Microsoft Dynamics NAV Microsoft Dynamics Business Central Solution: In Microsoft Dynamics NAV After creation of Role Center. When assigning the Role Center Page to the User the following process is followed. 1. Creating a new Profile in NAV for the and assign the Role Center Page ID . 2. Assigning the User Profile in User Personalization. In Microsoft Dynamics Business Central: 1. Creating a new Profile in Business Central for the required Role Center and assign the Role Center Page ID. 2. Selecting the User Profile directly in the Settings. Conclusion: This is the difference when configuring Role Center Page in NAV and Business Central

Introduction: Companies want to record some of contacts as customers, vendors, or bank accounts. Creating a customer, vendor, or bank account from a contact enables you use existing data. When you create a customer, vendor, or bank account this way, it is synchronized with the contact. Prerequisite: Setup Business relations Select Business relation codes in Marketing setup in Interaction section. Specify number series for Vendor Customer and bank account Steps: In search option type Contact and choose related link. Create new contact and specify Name, Address and other data which are required. Choose the Create As action, and then choose either Customer, Vendor, or Bank. You will get below pop up once Customer, Vendor and Bank account has been created. The contact information is transferred from the Contact card to the Bank Account card, the Customer card, or the Vendor card. You may want to add specific information to each of the cards, such as invoicing and payment details.

Introduction: Whenever the a single field in NAV contains Name, Address and other values seperated by delimiter such as ‘,’. But this field cannot formated in SSRS to look appropriate as follows. For Example in NAV: John Peter, Long Island, New York,US. Formatting in SSRS: John Peter, Long Island, New York, US. Pre-requisites: Microsoft Dynamics NAV. Solution: Getting a combined value field in this we are concating mutliple values seperated by ‘|’. In this case I’m using the comments on Sales Invoice Lines. This can be a single field or combination of mulitple fields Code to combine all comments in single variable Writing a Query in SSRS report query to seperate the values by delimiter Field and its expression: Output: In this output screen the comments are seperated properly in SSRS report. Conclusion: This is one of the easiest way of combining and seperating and formatting the report by the use of  delimeter.

Item Attributes are user-defined classifications that can be assigned to your items for ease of searching, filtering, and reporting. For example, a Marketing team could use attributes to help with classifying their items to aid in the grouping, sorting, and filtering for a catalog or website. The Sales team could use these same Attributes to search for Items while helping customers. To view Items and item attributes, navigate to Items in Business Central. Attributes assigned to a selected item display in a fact box on the right side of the screen. To modify or update attributes assigned to an item, a user simply selects the carrot in the Item Attribute fact box or selects Attributes in the ribbon from the Item Card. Setting up available Attributes Available Attributes and their allowed values are configurable. To add an available Attribute, a system admin or power user navigates to Item Attributes in Busines Central. From this window, a user can view, edit or add a new Attribute. The available Types of Attributes that can be used are as follows. Option– allows a list of options to be predefined for the user to select Text – allows free text entry of an attribute value Decimal – allows a numeric value (options not predefined) Integer – allows a numeric value – whole numbers only (options not predefined) Filtering by Item Attributes Back in the Item list view in Business Central, a user can filter their view by one or more attributes. To do this, select Filter by Attributes on the Home ribbon.   In the popup screen, the user can enter search criteria for one or more Attributes.   Search operators commonly used in Business Central such as @(ignore upper or lower case),*(wild card),<,>, etc. can be used. After clicking OK, the items displayed in the Item List will only be those items that meet the search criteria. To remove the Attributes filter and return to the full list of Items, simply click Clear Attributes Filter.  

Introduction: When coding an app that uses Webservices to connect to the integration solutions, it is generally recommended that there is a Setup, which we can configure, where the Webservices are created as well as deleted. Pre-requisites: Business Central VS Code with AL Language Extension Demonstration: Create a Setup Page having a boolean variable say ‘SetupExtension‘ and create a field having value as ‘SetupExtension Variable’.Output: On the OnOpenPage trigger add a code to Check if Web Services are already created and accordingly set the ‘SetupExtension‘ boolean field.Thus, whenever the Setup Page is Opened, the ‘SetupExtension‘ field is set as per the records in Web Services. On the OnQueryClosePage trigger write a code which will create the Web Services when ‘SetupExtension‘ boolean is set as ‘TRUE‘ and delete the Web Services if ‘SetupExtension‘ boolean is set as ‘FALSE‘.Output:i. When ‘SetupExtension‘ is set to ‘TRUE‘New Webservices are created.ii. When ‘SetupExtension‘ is set to ‘FALSE‘Web Services are deleted.  Conclusion: Thus this way we can keep the existing app installed and enable/disable Web Services as needed. As compared to creating WebServices.xml file which directly creates the Web Services on installation of the app, I’ll be demonstrating it in my next blog.

Sales Quote use to record an offer to a customer to sell certain product on certain delivery and payment term. You can send quote to customer, negotiate with the customer, you can change and resend the sales quote as much as needed. When the customer accepts the quote, you convert the sales quote to a sales order or a sales Invoice in which you process the sale. In the Search box, enter Sales Quotes, and select the related link. Click on new to create new Sales quote. In the Customer No. field, enter the name of the customer Enter the Order date, Due Date, Requested Delivery date, Quote valid to date on Sales quote header. Select item or G/L Account in the type field in quote line. In the field, select the item number or GL number to be ordered. Enter the quantity you want to order in quantity field. Enter the price in in Unit Price Excl. Tax field When the sales quote lines are completed, choose the Send by Email action. If Customer Accept the quote, then on Process tab click on Make order to create Sales order from Sales quote or Make Invoice to create Sales Invoice. You will get below Infolog when Sales order will be created.  

Introduction: In this blog, I have introduced how to fetch a custom table from Microsoft Dynamics 365 Business Central into Microsoft PowerApps using Common Data Service(CDS) and OData. The table that was created in Business Central was fetched into a custom entity(MatchingLists) in CDS that allows me to create a local database in PowerApps for storing the entity data and OData that helps to fetch and integrate the data. Pre-requisites: Microsoft Dynamics 365 Business Central Microsoft PowerApps Steps: 1. Create a custom entity within Common Data Service(CDS) whose data you want to retrieve from Business Central. 2. Add the fields with their required data types. 3. Get Data from Business Central using OData Integration. 4. Go to web services in Business Central, add the custom page in the web services and use its OData V4 URL.  5.Enter the OData URL and the Organization credentials. 6. You will be shown the list of tables in each and every company. 7. Go to the table whose data you want to get into PowerApps, and select that table. 8. Next is to select the entity to be mapped with this table and field by field mapping of the same. 9. Refresh can be set manual or automatically, if automatic then select the time. 10. Create a list structure to dsiplay the table.