Introduction: In this you can create the tasks for yourself and assign tasks to others or be assigned a task by someone else in your Company and you can set an expiration date, create a recurring task. User Task Functionality: Reminds the work to be done You can assign tasks to yourself or others Set … Continue reading User Tasks in D365 BC →

Introduction: This blog is to give an introduction regarding how to integrate the data from Business Central to an API and also gives a comparison of the API integration in Business Central on-premise and Business Central on Cloud. I will demonstrate it with an example for Sales Order Entity. Pre-requisites: 1. Microsoft Dynamics 365 Business … Continue reading Comparison of the API for Business Central on-premise and Business Central on Cloud →

Introduction: Cues are designed to give users with a quick status of their daily activities, which acts as a prompt them to take action. A Cue is a tile on a page in the Dynamics NAV client that provides a visual representation of business data. This blog explains how to create cue tiles to get … Continue reading How to create Cue tiles for Role center in Dynamics NAV 2017 →

In D365 Business Central, Microsoft has provided very easy way to upload data using Microsoft Excel. For example: If an user needs to upload customers in the system , he needs to just open customer list page and click on Edit in Excel. An excel file will be downloaded. Open the excel file and click … Continue reading Upload data in D365 Business Central using Microsoft Excel →

Introduction: Finally the Developer preview version for Business Central is out. This blog basically gives an idea about the installation process and the basic difference in the process from Microsoft Dynamics NAV 2018. Pre-requisites: Access Microsoft: Ready-to-Go Program/Collaborate Microsoft Dynamics 365 Business Central (Business Central On-Premise Partner Preview 02) Demonstration: Download  the setup file on … Continue reading Installation Process for Microsoft Dynamics 365 Business Central (Business Central On-Premise Partner Preview 02). →

Introduction: In Customer Applied Entries there are Payments applied to List of Invoices .Both Payment and Invoices are from Customer Ledger Entry Table .The Payment type entries can be obtained by filtering Document Type = ‘Payment’. Inorder to find the Invoices Applied there are no specific filters that can be applied during compile time and … Continue reading Filtering the temporary table during the run time and adding temporary table records in Report. →

Issue: While trying to integrate records from SFDC to Dynamics NAV 2017, I faced an issue in Scribe saying “The record already exists.”. When I checked in Dynamics NAV 2017, there were no records similar to the one I was trying to integrate when the error occurred. Additionally, when I tried to create a new … Continue reading Microsoft Dynamics NAV 2017 Error: “The record already exists” →

Introduction: In NAV when building a custom report that deals with  totalling the amount by multiple G/L accounts by week then the report becomes tough to read as well as develop  in standard SSRS Report. A possible and easy workaround is dumping all the entries in the Excel and performing the pivot table operation on … Continue reading Applying Pivot Table in Excel using Automation Server Objects in NAV →

Introduction: If you use Microsoft Dynamics 365 for Sales for customer engagement then you can use Microsoft Dynamics 365 Business Central for order processing and finances and have seamless integration in the lead-to-cash process. When you integrate you application with sales, you can have all the access to Sales data from Business Central and the … Continue reading Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 for Sales Integration →

Introduction: Many a times in an Approval workflow, we need to notify the user by email to the Approver that approval request is sent also the sender needs to be notified whether the approval request sent is approved or cancelled. Hence, we need to setup Email Notification. Pre-requisites: Microsoft Dynamics NAV 2016 Office 365 Account … Continue reading How to send Email Notification to Users using Workflow in Dynamics NAV →