Introduction In Dynamics 365 Business Central, processing a customer refund is a simple yet important task that ensures accurate financial management and customer satisfaction. Whether a customer has overpaid or requires a refund for another reason, Business Central provides a straightforward process to handle these transactions efficiently. In this guide, we will walk you through the steps to issue a refund, including verifying customer details, applying the refund, and processing the payment. Steps to Process the Refund Issuing a refund in Dynamics 365 Business Central is straightforward, but it’s important to ensure you select the correct document type. 1. Verify the Customer: Start by confirming the customer who will receive the refund. Access the customer list and click on the balance amount to view the customer ledger, which displays only the open or outstanding items. Note the customer number and the amount to be refunded. 2. Navigate to the Payment Journal: Open the Payment Journal and select the appropriate batch to use. Add a line for the refund to the customer, ensuring that the Document Type is set to “Refund.” 3. Apply the Refund: To apply the refund to the outstanding payment, click on “Apply Entries” in the Action Bar. Select the line you want to apply the refund to, then click on “Set Applies-to ID” in the Action Bar. This will fill in the Applies-to ID field for the chosen line. Click OK to close the page. 4. Process the Payment: Finally, process the payment. Whether you’re using a computer check or an electronic payment, follow the same steps as you would for paying a vendor. Once everything is completed, post the payment. 5. Customer ledger entry for the refund showcased above Conclusion Processing customer refunds in Dynamics 365 Business Central is a straightforward process that enhances financial accuracy and customer satisfaction. By following the outlined steps—verifying customer details, applying the refund, and processing the payment—you can ensure that refunds are handled efficiently and correctly. 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

Introduction In this blog, we will explore how to create HTML-formatted email notifications in Microsoft Dynamics 365 Business Central using AL code. We will guide you through a practical example that sends an HTML email notification when a Posted Purchase Invoice is inserted. Pre-requisite – Microsoft Dynamics 365 Business Central (On-premises or Cloud) Objective Our goal is to automatically send an HTML email containing purchase order details whenever a new Purchase Invoice Header is created. Step-by-Step Implementation Before diving into the code, you need to set up the email functionality in Business Central to ensure the system can send emails. Step 1: Set Up Email in Business Central Open Business Central: – Sign in to your Business Central account. – Search for “Set Up Email” in the top-right search bar. Configure Email: – Choose SMTP as the email type and click “Next.” – Fill in the necessary details, such as the email account and authentication details, then click “Next” to finish the setup. – Set the email account as the default if you have multiple email addresses. Step 2: Create Necessary Fields in Table and Page Extensions Add a Field in Table Extension: – Create a boolean field named “GRN Notification” in the User Setup table extension. This field will ensure that the email is sent only to the users who require it. tableextension 51328 UserSetupExt extends “User Setup” {     fields     { field(55005; “GRN Notification”; Boolean)         {             DataClassification = CustomerContent;         }     } } Add a Field in Page Extension: – Add the “GRN Notification” field to the User Setup page extension to allow users to enable or disable notifications. pageextension50102 extends “User Setup” {     layout     { addafter(“Register Time”)           { field(“GRN Notification”; Rec.”GRN Notification”)                     {                         ApplicationArea = All;                     } }     } } Step 3: Create a Table Extension for the Purchase Invoice Header This is where we extend the Purch. Inv. Header table to trigger a procedure that sends the email when a new record is inserted. tableextension 50101 PurchaseInvoiceHeader extends “Purch. Inv. Header”{    trigger OnInsert()    begin        GRNPostingtoPO(Rec);    end; Step 4: Define the GRNPostingtoPO Procedure This procedure handles the core logic of the email notification:     procedure GRNPostingtoPO(PurchaseInvoiceHeader: Record “Purch. Inv. Header”)     var         UserSetup: Record “User Setup”;         EmailMessage: Codeunit “Email Message”;         Email: Codeunit “Email”;         PurchaseLine: Record “Purchase Line”;         PurchaseHeader: Record “Purchase Header”;         HtmlBody: Text;     begin         // Find the corresponding Purchase Header using the “Order No.”         PurchaseHeader.SetRange(“No.”, PurchaseInvoiceHeader.”Order No.”);        // If the Purchase Header exists, retrieve related Purchase Lines.         if PurchaseHeader.FindFirst() then begin             PurchaseLine.SetRange(“Document No.”, PurchaseHeader.”No.”);             if PurchaseLine.FindSet() then begin                 // Build the HTML email body with purchase order details.                 HtmlBody := ‘Hello Team,’ +                             ‘<p>Please find the attached purchase order details.</p>’ + ‘<BR>’ +                             ‘<p>Purchase Order has been created successfully.</p>’ +                             ‘<h3>Purchase Order No. ‘ + PurchaseInvoiceHeader.”No.” + ‘</h3>’ +                             ‘<table border=”1″ style=”border-collapse: collapse; width: 100%;”>’ +                             ‘<tr>’ +                             ‘<th style=”padding: 8px; text-align: left; background-color: #f2f2f2;”>IDS No.</th>’ +                             ‘<th style=”padding: 8px; text-align: left; background-color: #f2f2f2;”>ITEM No.</th>’ +                             ‘<th style=”padding: 8px; text-align: left; background-color: #f2f2f2;”>Item Description</th>’ +                             ‘<th style=”padding: 8px; text-align: left; background-color: #f2f2f2;”>Quantity</th>’ +                             ‘</tr>’;                 // Loop through the Purchase Lines to add them to the HTML body.                 repeat                     HtmlBody += ‘<tr>’ +                                 ‘<td style=”padding: 8px;”>’ + PurchaseLine.”Document No.” + ‘</td>’ +                                 ‘<td style=”padding: 8px;”>’ + PurchaseLine.”No.” + ‘</td>’ +                                 ‘<td style=”padding: 8px;”>’ + PurchaseLine.Description + ‘</td>’ +                                 ‘<td style=”padding: 8px;”>’ + Format(PurchaseLine.Quantity) + ‘</td>’ +                                 ‘</tr>’;                 until PurchaseLine.Next() = 0;                 // Close the HTML table and body.                 HtmlBody += ‘</table>’ +                             ‘<p>This is an Auto-generated mail, if any concerns related to purchase please contact the ERP Team.</p>’ +                             ‘</body></html>’;                 // Send the email to users who have GRN Notification enabled.                 UserSetup.SetRange(“GRN Notification”, true);                 if UserSetup.FindSet() then begin                     repeat                         EmailMessage.Create(                             UserSetup.”E-Mail”,                             ‘Purchase Order Posted’,                             HtmlBody,                             true                         );                         Email.Send(EmailMessage, Enum::”Email Scenario”::Default);                     until UserSetup.Next() = 0;                 end;             end;         end;     end; Output: Conclusion By following these steps, you can create HTML-formatted email notifications in Microsoft Dynamics 365 Business Central. This method ensures that users receive detailed and well-structured notifications, which enhances communication and workflow efficiency within your organization. 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

Introduction The Additional Reporting Currency feature in Business Central allows a company to maintain its financial records in a secondary currency, in addition to the primary currency. This secondary currency is used for reporting and analytical purposes, providing a clearer picture of the company’s financial health in the context of different economic environments. The use of Additional Reporting Currency for Regulatory Compliance, Simplified Financial Reporting, Enhanced Decision Making.  Steps to achieve the goal:  1. Defining the Additional Reporting Currency  Navigate to the “General Ledger Setup” page and specify the additional reporting currency. This can be any currency other than the primary currency of your company’s base country/region.  Here I am going to set SGD as my Additional Reporting currency. Before I set SGD in my Additional Reporting currency, I have to make sure I am assigning the exchange rates properly.  2. Specifying Exchange Rates  Define the exchange rates between the primary currency and the additional reporting currency. This can be done through the “Currency Exchange Rates” page. It is crucial to regularly update these rates to reflect current market conditions.  3. Specify the residual gain and loss account in your Currency  The field is ideally not visible in screen. You can personalize and make those fields visible on your screen. Click on Settings icon-> Personalize->Field->Select the field and drag the field in your screen.  Set the GL account to update its additional Currency value for future transactions. Globally search Chart of Accounts and Open the G/L Account that you wished to update its Additional currency value whenever you Adjust the transactions. No Adjustment: The default selection. No adjustments are made to the account Adjust Amount: Any gain or loss in exchange rates is reflected in the LCY amount field. Adjust Additional-Currency Amount: Any gains or losses in exchange rates are taken into account when adjusting the additional currency amount field. Please Note: You cannot set VAT Purchase or Vat Sales Account and G/L Accounts which you have tagged in Currency page (Realized gain and loss, Unrealized gain and loss, residual gain and loss) as for Additional reporting currency. As it can throw error when you perform Revaluation in the system. 4. Final Setup  Go to general ledger setup and set the Additional Reporting currency SGD and set Retained Earnings Account, Set Document not as per the screenshot below and click on OK.  This is batch job used to convert LCY transactions to Additional Currency. The exchange rate that is in effect on the work date is used in the job.The entry that is posted to the retained earnings account should be indicated in the Document No. field. On the last day of every closed year, this rounding entry is made to ensure that all income and expense accounts have a zero balance.The same account used when running the Close Income Statement batch job. You would view the below message once the transaction is calculated in the system. Click on OK. You can change the Additional Reporting currency again in future once it is set. Please note any Analysis created for previous Additional Currency that you must delete. Before and After setting up this configuration  – Before the Additional Currency Setup   The Chart of Accounts Additional Currency Net change and Additional Currency Balance to Date is blank no values.  – After the Additional Currency Setup   The Chart of Accounts Additional Currency Net change and balance to date value has been set.  Please Note: Warning Issued by Microsoft on Additional reporting Currency  Conclusion  The Additional Reporting Currency feature in Microsoft Dynamics 365 Business Central offers a robust solution for maintaining financial transparency and compliance. By setting up and leveraging this functionality, businesses can streamline their financial reporting processes, enhance decision-making, and ultimately achieve greater financial clarity and control.  Whether you are a small business expanding into new markets or a large enterprise with operations in multiple countries, the Additional Reporting Currency feature in Business Central can provide the tools you need to succeed in a complex financial landscape.  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

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

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

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

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 

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  

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  

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