Introduction: In this blog I will demonstrate the set ups for opportunities. The sequence for setting up opportunity to sales cycle is as follows: Opportunities: Any inbound lead could be viewed as a potential sales opportunity. You can make opportunities and link them to certain salespeople to keep track of possible sales. You must first build up sales cycles and sales cycle stages before you start working with opportunity management. When creating opportunities, you should include details such as the contact, salesperson, sales cycle, and dates as well as your estimates of the opportunity’s sales value and success odds. Set up Opportunity Sales cycle Codes: Set up Opportunity Sales cycle Stages: On the Sales Cycles page, select the line for which you want to set up stages, and then choose the Stages action. The Sales Cycle Stages page opens. Stage: Specify the stage number. Description: A description for particular stage Completed %: Specifies the percentage of the sales cycle that has been completed when the opportunity reaches this stage. Chances of Success %: Specifies the percentage of success that has been achieved when the opportunity reaches this stage. Activity Code: User can select the activity Code for particular stages. (Activities have to be created separately) Quote Request: this check box puts a validation on that particular stage to request quote. Allow Skip:  this check allows user to skip that stage. Date Formula: Specifies how dates for planned activities are calculated when you run the Opportunity – Details report. Comment: Specifies if comments exist for the selected stage. (To add comment on any stage, navigate to Related –> Sales cycle –> Comments) Set up activities with task: You can combine multiple task, in an activity. A task represents a step in the activity. You can assign activities to opportunities, salespeople, or contacts. Assign tasks or activities of tasks to opportunities. The following procedure describes how to assign activity tasks to opportunities. The steps are similar when you assign tasks to salespeople and contacts. I will be demonstrating how to create Opportunity and Process sales Opportunities in part 2. Hope this helps!

Introduction Invoices and shipments are frequently handled differently by different businesses. Processes, for example, can range from one person posting everything on a purchase order to numerous employees working on their own sites. On the User Setup page, you can now select how each user can handle invoices. Steps to achieve the goal 1. Go to User Setup select the users you want to give this restriction and then there are two columns Sales Invoice publishing Policy and Purch. Invoice Posting Policy 2. There are three values in these options Below is the impact of the above three options in different documents of purchase and Sales transactions. Document Option 1: Allow Option 2: Prohibited Option 3: Mandatory   Displays a series of options Confirmation dialog Confirmation dialog Sales Order Ship Do you want to post the shipment? Do you want to post the shipment and invoice?   Invoice       Ship and Invoice     Sales Return Order Receive Do you want to post the receipt? Do you want to post the receipt and invoice?   Invoice       Receive and Invoice     Inventory Pick Ship Do you want to post the shipment? Do you want to post the shipment and invoice?   Ship and Invoice     Purchase Order Receive Do you want to post the receipt? Do you want to post the receipt and invoice?   Invoice       Receive and Invoice     Purchase Return Order Ship Do you want to post the shipment? Do you want to post the shipment and invoice?   Invoice       Ship and Invoice     Inventory Put-away Receive Do you want to post the receipt? Do you want to post the receipt and invoice?   Receive and Invoice     Warehouse Shipment Ship Do you want to post the shipment? Do you want to post the shipment and invoice?   Ship and Invoice     Note: If you are trying to post invoice transactions from the general journal the above restriction would not be used in the General journal table. Conclusion Thus we saw how we can restrict the users to post the purchase and sales transactions. Thank you very much for reading my work. I hope this helps!

References FlowFields – Business Central | Microsoft Learn Creating an RDL Layout Report – Business Central | Microsoft Learn Pre-requisites Microsoft Dynamics 365 Business Central Cloud/On-Premises Introduction In this blog, I am going to showcase how to flow Media (Picture) from one table to another and how to display it on the RDLC report. Flow Media data from one table to another table For this example, I’ve made a simple Mediadatatype table with a few fields and kept the ‘Image’ field as a Media data type. Additionally, I created the ‘Image’ field as a Media datatype to the Purchase header table extension and used the Fieldclass property as a flowfield and the Calcformula for the flow Image on the ‘Image’ field. The Image flows on the Purchase order ‘Image’ field, where my assigned user Id is PD, thus the image will appear on the Image field. How to display Media data type (Image) on RDLC report. In the following example, I’ve added an Image column to the MediaDatatype report Open the report on RDLC layout. On an Image property, select the image source as a database, use an ‘Image/bmp MIME type, and set the Image expression.      Output Conclusion Thus, we saw how to flow Media datatype from one table to another and how to display it on the RDLC report. I hope this helps!

Introduction In many Business scenarios we have two or more companies which work with the same Customers or Vendors or has same data that is to be shared with multiple legal entities. For such cases, manually making sure everything is in sync becomes difficult as the number of entities increases. For this, Business Central now comes with the functionality to sync master data across multiple companies. This can also be used by consultants for one time syncs if they simply need the setups from one company in another instead of going through the Configuration Package route. Pre-requisites Microsoft Dynamics 365 Business Central (Cloud/OnPrem) References Set up and sync master data across companies | Microsoft Learn Set Up Companies to Synchronize Master Data – Business Central | Microsoft Learn Configuration First, I’ve created two companies in a Sandbox Box which are going to have a uni-directional sync between them. It is possible to have a bi-directional sync however it may cause issues and may cause over-write of data if it isn’t configured properly. Here we can specify which company the data is going to be pulled from and whether we want to enable the synchronization or not. So, I’ll select “CRONUS USA Inc.” as the Source Company and then I’ll click on the “Synchronization Tables” action to show the list of the tables that I want to synchronize. Here by default, all the tables are enabled, I’ve disabled most of them and only selected a few.You can add your custom tables as well. Further, there’s also the option to add filters so if we only want data that fulfils a certain criterion to be pulled into this company that can be managed from here. An example of this would be, a Parent company which has Customers globally which has a local company in a particular country and only wants customers from the said. Further, we can also specify which exact fields we want to sync and whether we want to over-write the data if, there is any present in the current company, during the sync. After that, we go to the “Master Data Initial Sync.” action on the “Master Data Management Setup” and we see the list of the tables that are to be synced along with the “Sync. Mode”. We can change the Sync modes using the action at the top (“Use Full Sync” or “Use Match Based Coupling”) In either case, if we want the data in the Parent Company to over-ride the data in the child company, we have to set the “Overwrite Local Change” field either at the field level or the table level. If it is set to false, then the change fails, and we can see the same in the Synchronization Log. Once this is done, we can click on “Start All” which will start the synchronization process. It is only meant to be run once, as after this the synchronization jobs will take over. Once, everything is done syncing, we get the results as well. After this, as long as the “Enable Synchronization” is set to true on the “Master Data Management Setup” the jobs will keep the data in sync between the two companies. As an example, I’ve created a customer in the parent company and the same gets created into the child company directly within a few seconds. Conclusion Thus, we saw how we can use the native functionality of Business Central to sync data across companies. Happy Coding!

Introduction Business Central has recently introduced the functionality to attach a debugger to an active User session. This was previously available in NAV however it has only recently become available for Business Central. Pre-requisites Business Central Cloud/OnPrem References https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/smb/dynamics365-business-central/attach-al-debugger-active-session-or-next-session-specific-user Configuration To use this functionality, we simply need to create an entry in the launch.json file. Also, I tried using it for a Production Environment and as expected it didn’t work. Snapshot debugging it is then! Conclusion Thus, we saw how we can attach a debugger to an active user session in Business Central. Happy Coding!

Introduction In this blog, I will demonstrate using Standard Journal functionality in Dynamics 365 Business Central. Standard Journal Standard Journals provide users with the benefit of saving transaction details and utilizing them at a later stage. Consider monthly expense payments, users will manually enter the details for the current month’s initial payment and save the journal line entries for future usage. Steps to save Standard Journal Enter the ‘Code’ and ‘Description’ to uniquely identify the journal. Users can even enable the ‘Save Amount’ toggle button to save the amounts on the journal.  Steps to Reuse Standard Journal Please note: The changes made on journal lines will not reflect on the saved template. Conclusion This feature of Dynamics 365 Business Central is very useful for users who are working with Journals that are recurring in nature. Hope this helps!

Introduction In this blog, I will demonstrate how to copy data between different companies using configuration worksheet. Previously we could only use Configuration packages or copy the company to copy data between companies. By using the Configuration worksheet users can copy data from specific tables in companies to their respective table in the current company. Pre-requisite Microsoft Dynamics 365 Business Central (On-premise/SaaS) Steps Globally search for “Configuration Worksheet” and click on the related link. Configuration Worksheet page opens up. Fill in the table you want to copy. Then click the ‘Copy Data from Company’ button on the action bar as shown in the below screenshot. Also, to use this function the ‘copy data from’ company table must have records and the ‘copy data to’ company table must have no records. A Pop- up page appears allowing the user to select the company from which data will be copied. The no. of records will be shown of the selected table. If the table selected has no records then the line won’t appear. If there are no issues, click on ‘Copy data’ action and a confirmation message will pop up before proceeding. A confirmation message pops up mentioning the data has been copied successfully. Other Actions Get Tables: Click on ‘Prepare’ on the action bar, there you will find the ‘Get Tables’ button. This lets the user add tables by using filters as shown in the below screenshot. Get related tables: User can find another button by clicking ‘Prepare’ and in that ‘Get related Tables’. This function adds all Vendor-related tables and fields anchored on other tables. Please note: Table relation with filtered view and conditional table relations are not considered here. Delete Duplicate lines: Users will find this button under the ‘Prepare’ action. This function deletes duplicated lines as shown in the below screenshot. The vendor line was repeated, by using this function it deleted duplicate lines. Conclusion: In this blog, we learned about copying data from multiple companies into the current company by using a configuration worksheet. Hope this helps!

Introduction: Business Central 2023 wave 1 (BC22) new features: AL Explorer and AL Home in Visual Studio Code AL extension Steps : 1. Download and install the next major version of the AL Language extension. (v11). 2. Below is the download link of the AL Language below to experience the new features of the development. Click on this link Link:  ALLanguage v11.0.759316. Extract that folder and we can see there is a VSIX extension file. 3. Uninstall your previous AL language extension from the visual code marketplace. 4: Go to visual studio code extension marketplace, then click on 3 dots -> click on-> Install from VSIX. 5 : Select vsix extension file, and click on Install. Here, we have successfully installed the AL language extension. 6. First of all, when we open the VS Code, we will see the AL Home below. 7. Another shortcut key for this AL Explorer:     AL: Explorer: Ctrl + Shift + F12 Below is the AL: Explorer page. 8. We can View, search, and filter objects: a. Group By: b. Module c. Go to Source Code For a selected object, we can quickly jump to source code, whether to develop or read. d. Bookmark: We can bookmark objects. Below is the Bookmark object. e. API: AL Explorer also allows an overview of all APIs. f. Events: AL Explorer also allows an overview of all Events. g. Extensible Enums: AL Explorer also allows an overview of all Extensible enums. Thank you, I hope this helps!

Introduction Hi, Readers. Today I would like to talk about How to create a Business Central free trial tenant. References https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3?activetab=pivot:overviewtab Steps: Step 1: Search Office 365 E3 on Google or click on the below link. https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3?activetab=pivot:overviewtab Click on the Free trial Fill in personal details which are required Step 2: In the next screen, enter the domain you want example bclearning.onmicrosoft.com Set a password and click on Next Step 3: Enter Any Registration no. (Ex. Any Unique no.) You have successfully created an Office 365 account. Ensure that you are logged in with this account. Step 4: Now you need to open this link in your browser https://businesscentral.dynamics.com/ Click on Continue. Step 5: You can create multiple users here. If you don’t want it, just select the skip option. Here is your Business Central free trial tenant. Now you can explore Business Central. Hope this help. Thanks for reading.

Introduction Have you ever faced the error: “Report ___ does not have a layout of type None.” Here’s how you can resolve it. Pre-requisites Business Central OnCloud/OnPrem References https://community.dynamics.com/business/b/think-about-it/posts/how-do-i-fix-error-report-x-does-not-have-a-layout-of-type-none Configuration With the earlier versions of Business Central, you were allowed to run a report without specifying a layout, even if it was not a processing only report. However with the recent version of Business Central it is mandatory to specify both the “DefaultLayout” and the path to the layout via the “RDLCLayout” or “WordLayout” or “ExcelLayout” properties. Once these properties are the defined the error is resolved. Furthermore you can also resolve this error by using the report rendering section which has been made available since runtime 9.0. However be sure to define the “DefaultRenderingLayout” property for the report to specify which of the layouts defined should be considered as default. Conclusion: Thus we saw how we can resolve the error: “Report ___ does not have a layout of type None.” Happy Coding!