Tag Archives: Dynamics 365
How to Adjust Exchange Rates in Microsoft Business Central: New Preview Posting Feature Explained
Introduction For companies operating in diverse countries or regions, managing business transactions and financial reporting in multiple currencies is essential. Due to frequent fluctuations in exchange rates, it’s necessary to update these rates regularly in Business Central. Microsoft recently released a new feature you can now see how an exchange rate adjustment will affect your records before finalizing it. Just use the “Preview Posting” option on the Exch. Rates Adjustment report (Report 596). You can choose to see either detailed or summarized results and decide how dimensions are managed for gains and losses. Steps to achieve the goal: – Enable the New Feature: – Access Exchange Rate Adjustment: – Choose Dimension Settings: – Preview Posting View: Note: Due to local regulations, it’s not recommended to enable the “Enable use of new extensible exchange rate adjustment, including posting review” feature in the Swiss (CH) version. Conclusion The steps outlined in this blog, you can effectively utilize this feature to maintain accurate records and enhance your organization’s financial management capabilities. Whether you’re adjusting for a specific period or managing multiple dimensions, this feature streamlines the process and helps you stay compliant with local regulations. Implement these practices to ensure your business remains responsive to currency fluctuations. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com
Manage Multiple Files Upload in Business Central
Introduction AL developers can now manage multiple file uploads at once in Business Central, significantly increasing flexibility. The AllowMultipleFiles property lets developers configure the FileUploadAction to accept either a single file or multiple files simultaneously. They can also specify acceptable file types using the AllowedFileExtensions property. This enhancement makes the file upload process more efficient and user-friendly. Pre-requisites Business Central (OnPrem/Cloud) References Handle Multiple File Uploads Configuration Here, for an example, a page extension that extends the “Resource Card” Page, adding a new list part to display uploaded files. File Upload Action: – AllowMultipleFiles: This property allows users to upload more than one file at a time. In the code example, it is set to true, enabling multiple file selection.AllowMultipleFiles = true; – AllowedFileExtensions: This property restricts the types of files that can be uploaded. In the code example, it allows only .jpg, .jpeg, and .png files.AllowedFileExtensions = ‘.jpg’,’.jpeg’, ‘.png’; – OnAction Trigger: Manages file processing: – Retrieves the highest entry number from the “Uploaded Files New” table. – For each file: The “Uploaded Files New” table stores the uploaded files’ metadata and content. It includes fields for entry number, resource number, file name, and file content. List Page for Uploaded Files The “Uploaded Files List” page displays the uploaded files in a list format, making it easy to view all files associated with a resource. In the above screenshot you can see the list of images which are uploaded. Conclusion This extension enhances the “Resource Card” by integrating a multi-file upload feature, making it easier to manage and access image files related to resources. The AllowMultipleFiles property lets users upload several files at once, while AllowedFileExtensions restricts uploads to specific file types like .jpg, .jpeg, and .png. It’s a simple yet powerful addition that improves usability and efficiency in Business Central. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com
How to Display the Full Username on the Navigation Bar in D365 Business Central
Introduction In D365 Business Central, developers or system administrators have multiple user accounts. To ensure they are logged in with the correct account, they need to see the full username instead of just the initials displayed on the navigation bar. Let’s explore how to display the full username on the navigation bar. Pre-requisites Business Central onCloud Step-by-Step Guide to Configuring Username Display: Upon logging in to Business Central, the user’s profile photo will appear in the upper right corner. If the profile photo is not customized, it will automatically display the user’s initials. Open admin center Choose org settings under settings option Then click on Organization profile> Custom themes and then add new theme In Default theme you can see option to shows username on navigation bar Once above setting is done you can refresh your browser, now you can see full name on navigation bar. Conclusion For administrators and developers who oversee numerous accounts, specifically, personalizing the way usernames are displayed in D365 Business Central is a straightforward yet powerful method to improve user experience. You can quickly set up your navigation bar to display your full username, which will add clarity and guarantee that you are logged in with the correct account, by following the instructions in this guide. This minor modification can streamline your workflow and lower the possibility of errors, greatly improving your daily interactions with Business Central. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com
Customizations vs Out-of-the-Box Features: Rethinking Dynamics 365 Implementations
Introduction If you are in the middle of a Dynamics 365 implementation or want to get onboarded into the Dynamics 365 ecosystem of business applications, consider your overarching approach for this implementation. And the approach I’ll be discussing below is around having customized systems vs. using out-of-the-box systems. I’ll try to list some pointers on the two approaches that speak about the pros and cons of each of the approaches: Customization Choose to customize the system, keeping in check the following: Out of the Box Choose to adapt to the out-of-the-box system keeping in check: Conclusion The choice between customization and out-of-the-box features when thinking about a Dynamics 365 deployment depends on the size, complexity, and growth trajectory of your company. Customizations are perfect for larger organizations with dynamic needs and strong IT support because they provide a customized approach that fits the system with your specific processes. On the other hand, out-of-the-box solutions simplify implementation and are especially useful for smaller businesses with simple workflows. By carefully assessing the unique needs and capabilities of your company, you can select the strategy that will optimize productivity and advance your long-term corporate objectives. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com
Streamlining Siloed Systems to Optimize Business Operations
Introduction Small and medium businesses today have systems that were put in place based on the need back in time and served the purpose well. As organizations grow, they feel the need to consolidate information that is in these siloed systems. Siloed systems work well on their own but also pose challenges as business grows and more visibility into the systems is needed. This article puts forward some thoughts on re-thinking siloed systems vs. integrated systems under one platform. Challenges with Siloed Systems Need for Integrated Systems Conclusion Read more about our Customer Success Stories. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com
What a Service Request Management System Would Look Like for a Growing Business
Introduction: For growing businesses, as much as their processes, reports, and efficient systems are important, service request management becomes equally crucial. As companies scale, the volume and complexity of service requests increase, making efficient management essential to maintaining operational flow and customer satisfaction. A well-designed Service Request Management System (SRMS) helps align workflows, reduce response times, and enhance service delivery. In this article, we will cover what such a system typically entails and why it’s vital for a growing business. Let’s look at some of the key components that make an SRMS most effective. Now that we have covered the key components, let us look at what a service request management system should be like for a growing business and how to set it up. Here are some key points to consider. Every company should establish a support email address (support@companydomain.com) to facilitate customer queries. Customers typically prefer using a support email over a phone number or support portal, making it the most convenient method for logging service requests. Process flow diagram for a SRMS Conclusion: Having a solid service request management system (SRMS) is a game-changer for any growing business. By centralizing your service requests, automating processes, and setting clear expectations with SLAs, you can keep things running smoothly and keep your customers happy. Features like real-time updates, automatic case assignments, and a self-service portal make life easier for both your team and your customers. With these tools, you can handle more requests efficiently, ensure quick resolutions, and maintain high service standards as your business grows. Investing in a good SRMS means you’re building a responsive and customer-focused business that can thrive even as it expands. Here is our featured Customer Success Story: Revolution Cooking partnered with CloudFronts for Dynamics 365 enhancements and data integration with the third-party applications. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com
Buggy LLC Partners with CloudFronts for Managed Services Agreement (MSA) Renewal
We are delighted to announce that a leading US-based TLC car rental brand, Buggy LLC is partnering with CloudFronts for Dynamics 365 support & maintenance with Managed Services Agreement (MSA). Buggy LLC is a leading data-centric TLC (Taxi and Limousine Commission) car rental company, dedicated to providing reliable and efficient transportation solutions for drivers who are looking to drive for ride-hailing apps like Uber and Lyft. Buggy offers a comprehensive fleet of well-maintained, TLC-approved vehicles, ensuring drivers have access to top-quality cars that meet strict regulatory standards. With an unwavering commitment to safety, exceptional customer service, and cutting-edge technology, Buggy empowers drivers to maximize their earnings while providing passengers with safe and comfortable rides. Learn more about them at https://www.joinbuggy.com/ The partnership with CloudFronts began with the implementation of an integrated fleet management experience on Dynamics 365 for Fast Track Mobility. Subsequently, Fast Track Mobility was acquired by Buggy LLC and became a wholly owned subsidiary of Voyager Global Mobility, a rapidly growing mobility operating company. Following the implementation, they entered into a Managed Services Agreement (MSA) with CloudFronts and renewed it multiple times over the years. Under this latest renewal of the MSA, CloudFronts will ensure that the proper elements and commitments are in place to provide ongoing technical, functional support & maintenance services to the client. Visit us at https://www.cloudfronts.com/ to learn more about our Dynamics 365 offerings. About CloudFronts CloudFronts is a Dynamics 365 focused Microsoft Solutions Partner helping Teams & Organizations worldwide solve their Complex Business Challenges with Microsoft Cloud. Our head office and robust delivery centre are based out of Mumbai, India, along with branch offices in Singapore & the U.S. Since its inception in 2012, CloudFronts has successfully served over 500+ small and medium-sized clients all over the world, such as North America, Europe, Australia, MENA, Maldives & India, with diverse experiences in sectors ranging from Professional Services, Financial Services, Manufacturing, Retail, Logistics/SCM, and Non-profits. Please feel free to connect with us at transform@cloudfronts.com
Introducing the Page Scripting tool in D365 Business Central.
Introduction: The 2024 Wave 1 release of Microsoft Dynamics 365 Business Central introduces a new feature called Page Scripting. This tool is designed to enhance User Acceptance Testing (UAT) by allowing users to record and replay their actions within the Business Central. This capability streamlines the UAT process by automating repetitive tasks and ensuring consistency across tests. Capabilities and Usage: The Page Scripting tool, records user interactions such as opening pages, entering data, and navigating through the system. These interactions can be saved and replayed, making it easier to validate the system’s behavior under various conditions. The tool records actions in a YAML file format, which can be shared and reused, promoting collaboration and efficiency. Let’s get started with how page scripting works: – Setup: To use the Page Scripting tool, users must have specific permission sets assigned. – Once these permissions are in place, users can access the tool by navigating to Settings and selecting the Page Scripting (Preview) action. The tool pane appears on the right side of the screen, allowing users to start a new recording or open an existing one. – When the user clicks on Page Scripting action, following screen opens up: – In that, user have an option to start a new recording or open existing recording. – User can start a recording by clicking on “New recording” or “Start new” button. – When user clicks on ” Start New/New recording” following page displays: – When new recording is started it captures every user action and input, including interactions with custom or third-party extensions. Users can track their steps, such as opening the Customer List page, selecting a customer record, and entering new sales prices. During the recording, users can delete the last recorded step if needed and can stop and resume recording as necessary. For Example: – Once all the steps are completed, user can stop the recording and save the file in YML format. – If the user wants to replay the recording, then simply user can click on open recordings, select the saved file and all the recorded script will appear on the right screen. – A recording can then be played, and all the recorded actions are executed in the web client. User will see an indicator if an action is succeeded or not as shown below: – User can Click on “Play” action, the system will automatically run the whole script and indicate (a green tick) if successful as shown in above image. Conclusion: In brief, the Page Scripting tool in D365 Business Central enables advanced customization, allowing users to optimize workflows, enhance user experience, and drive efficiency within the system. This tool offers valuable flexibility for businesses to tailor their operations to their unique needs and goals. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com
How to Setup Alternative Unit of Measure in Business Central
Introduction: Many Businesses supports buying and selling items with different unit of measures. How to configure this in Business Central without showcasing your inventory in decimals. Let’s take an example: We will be buying the goods always in dozen whereas we can sell the items in PCS or CARTONS. Steps to achieve the goal: 2. Once the base unit of measure is set to PCS. Go to the Item Unit of Measure page by click on Related-> Unit of Measure. 3. By default PCS line would be set to 1. Add new line enter DOZEN and next right 6 which means 1 dozen has 6 PCS. 4. Next line add CARTONS and enter the qty per unit of measure as 72. which means 1 Cartons has 72 PCS in it. 5. Once the above lines have been set. Let’s pass Item journal where will be increase the inventory by dozen and sell the items in PCS and CARTONS. Ideally the inventory would be shown without any decimal value. 6. Below is the explanation how system would calculate into PCS as when you buy and sell in different items. 7. Purchase 100 dozen which is 600 PCS. This would be converted by Business Central itself. As we have defined 1 dozen as 6 PCS. 8. Sales 7 Cartons which is 702 PCS. This would be calculated by Business Central itself as per the Item Unit of Measure configuration where 1 cartons is 72 PCS. 9.Once the above transaction is posted the inventory would be whole value without any decimal. Conclusion: Thus, we saw how we can use alternative Unit of measure in Business Central. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com
Setting Up Business Central On-Premise (BC-230) on a Virtual Machine
Introduction: Microsoft Dynamics 365 Business Central (formerly known as Microsoft Dynamics NAV) is a comprehensive business management solution that helps organizations streamline their financials, supply chain, sales, and customer service processes. It offers robust features for managing various aspects of your business, from inventory control to financial reporting. In this blog post, we’ll focus on the steps to download and install Business Central on-premises within a virtual machine. Whether you’re a developer, IT administrator, or business user, understanding this process is essential for setting up a local environment to explore and work with Business Central. Pre-requisites: Steps: 2. Choose the region for the business central 3. Extract the downloaded file. 4. Go to the extracted file and click on setup. 5. Choose Advanced Installation Options -> Choose an Installation Option -> Custom. 6. Make all the listed components available (Run from My Computer) or (Run all from My Computer). 7. Make the necessary changes. 8. Go to Azure Portal and assign the DNS Name in Azure Portal. 9. After the successfully installation, go to Windows PowerShell ISE -> “Run as Administrator” and execute the below commands line by line. Set-ExecutionPolicy unrestricted -Force Import-Module ‘C:\Program Files\Microsoft Dynamics 365 Business Central\230\Service\NavAdminTool.ps1’; Get-NAVServerConfiguration -ServerInstance BC230 Set-NAVServerConfiguration -KeyName EnableDebugging -KeyValue true Set-NAVServerConfiguration -KeyName DeveloperServicesEnabled -KeyValue true Restart-NAVServerInstance -ServerInstance BC230 Get-NAVServerUser BC230 Set-NavServerUser -Company ‘CRONUS International Ltd.’ Note: Upon executing the New-SelfAssingedCertificate command, a Thumbprint will be generated. Please retain the thumbprint ID for your reference. New-SelfSignedCertificate -DnsName “www.shubhazure.eastus.cloudapp.azure.com” -CertStoreLocation “Cert:\LocalMachine\My” 10. After creation/installation of Certificate, Go to Manage Computer Certificates > right-click on the Certificate > All Tasks>Manage Private Keys > Add NETWORK SERVICE and allow access to all the users and copy the certificate to Enterprise Trust, Trusted People, Trusted Publisher and Trust Devices folder. 11. Go to IIS Manager in that BC230 -> click on Browse “:8080 (http)”. 12. Change Credential Type and Add Thumbprint Set-NAVServerConfiguration -KeyName ServicesCertificateThumbprint -KeyValue Set-NAVServerConfiguration -KeyName ClientServicesCredentialType -KeyValue NavUserPassword 13. Change the Credential Type in navsettings.json file: This tells Business Central Clients to change the CredentialTypes for the Client. Goto C:\inetpub\wwwroot\<WEB SERVER INSTANCE>\navsettings.json 14. Go to Users in Business Central, insert the Password: 15. Binding your Web Server Instance with SSL / Self-Signed Certificate in IIS: 16. Restart the Server Instance in Business Central Administration and Webserver instance in IIS. Result After inserting the credentials, you will get access to Business Central. Conclusion Thus, in this blog we saw how to download Business Central (BC230) on Virtual Machine. We hope you found this article useful and if you would like to discuss anything you can reach out to us at transform@cloudfonts.com.