Month: December 2022

In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Customisation), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

If you have personalized a page in Dynamics BC, there are two ways for you to undo this personalization.

For both you need to click the Settings cog icon in the top right corner and select Personalize.

If you want to remove all personalizations, click the Clear personalization… button on the Personalizating toolbar:

Sales Order page with Personalizating toolbar open

Continue reading “In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page”

SQL Snippets: Select Primary Keys for All Tables in Database

Ian Grieve2 minute read0 comment

Microsoft SQL ServerThis post is part of the series on SQL Snippets.

The following SQL snippet will select all primary keys for all tables in the database in which the script is run.

/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
SELECT
	['Table'].TABLE_NAME
	,['Column'].COLUMN_NAME
FROM
	INFORMATION_SCHEMA.TABLE_CONSTRAINTS AS ['Table']
INNER JOIN
	INFORMATION_SCHEMA.CONSTRAINT_COLUMN_USAGE AS ['Column']
		ON
			['Column'].CONSTRAINT_NAME = ['Table'].CONSTRAINT_NAME
WHERE
	['Table'].CONSTRAINT_TYPE = 'PRIMARY KEY'

I used this script recently so that I could add primary keys to the Dymamics 365 BC Table Reference website.

In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page

Ian Grieve3 minute read4 Comments

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Customisation), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

There are more fields available to Business Central than are on page or lists by default. You can use the Personalize feature to add these fields if you want to, but also you sometimes have to use Personalize to expose functionality you want to use.

One example of this is the use of the deferral functionality on purchase or sales invoices; to apply a deferral to a purchase or sales invoice you need to add the Deferral Code field which allows you to pick the Deferral Template to apply (I will cover deferrals themselves in a future post, but just want to use this as the example to show personalization).

If we use Sales Orders as an example, open the page and click the Settings cog icon in the top right corner and click Personalize:

Sales Order page with the Settings tab open

Continue reading “In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page”

SQL Snippets: Select All Fields for All Tables In Database

Ian Grieve8 minute read0 comment

Microsoft SQL ServerThis post is part of the series on SQL Snippets.

The following SQL snippet will select all fields for all tables in the selected database returning formatted column types.

/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
SELECT
	['Tables'].name AS 'Table Name'
	,['Columns'].column_id AS 'Column ID'
	,['Columns'].name AS 'Column Name'
	,CASE ['Types'].name
		WHEN 'int' THEN ['Types'].name
		WHEN 'tinyint' THEN ['Types'].name
		WHEN 'smallint' THEN ['Types'].name
		WHEN 'bigint' THEN ['Types'].name
		WHEN 'uniqueidentifier' THEN ['Types'].name
		WHEN 'timestamp' THEN ['Types'].name
		WHEN 'datetime' THEN ['Types'].name
		WHEN 'image' THEN ['Types'].name
		WHEN 'text' THEN ['Types'].name
		WHEN 'varbinary' THEN ['Types'].name + '(' + CAST(['Columns'].max_length AS VARCHAR(10)) + ')'
		WHEN 'binary' THEN ['Types'].name + '(' + CAST(['Columns'].max_length AS VARCHAR(10)) + ')'
		WHEN 'char' THEN ['Types'].name + '(' + CAST(['Columns'].max_length AS VARCHAR(10)) + ')'
		WHEN 'varchar' THEN ['Types'].name + '(' + CAST(['Columns'].max_length AS VARCHAR(10)) + ')'
		WHEN 'nvarchar' THEN ['Types'].name + '(' + CAST(['Columns'].max_length AS VARCHAR(10)) + ')'
		WHEN 'decimal' THEN ['Types'].name + '(' + CAST(['Columns'].precision AS VARCHAR(10)) + ',' + CAST(['Types'].scale AS VARCHAR(10)) + ')'
		WHEN 'numeric' THEN ['Types'].name + '(' + CAST(['Columns'].precision AS VARCHAR(10)) + ',' + CAST(['Types'].scale AS VARCHAR(10)) + ')'
	END AS'Data Type'
FROM
	sys.tables AS ['Tables']
INNER JOIN
	sys.columns AS ['Columns']
		ON
			['Columns'].object_id = ['Tables'].object_id
INNER JOIN
	sys.types AS ['Types']
		ON
			['Types'].system_type_id = ['Columns'].system_type_id
WHERE
	['Tables'].type = 'U'

In Microsoft Dynamics 365 Business Central (Customisation), how do I… Series Index

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralI have recently started working with Microsoft Dynamics 365 Business Central and have decided to blog about it as I learn; I’ve started a In Microsoft Dynamics 365 Business Central, how do I… series which will include everything, but have also decided to break that down into a set of smaller series on specific areas of Dynamics BC.

This is the series index for the Customisation related posts I will be writing. The series index, below, will automatically update as each post in the series goes live so make sure you bookmark this post so you can see keep up-to-date with my journey into Business Central.

This series will also include “personalisations” which are a form of customisation limited to the person doing the personalization for themselves.

Continue reading “In Microsoft Dynamics 365 Business Central (Customisation), how do I… Series Index”

In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

I am very much used to navigating through applications using menus, whether they be flat or drop down menus. While it is possible to do this with Dynamics BC, it is by no means quick or efficient to do so. You may have noticed in articles I’ve posted so far, but I have always been using search using the Tell me what you want to do search function to find pages.

This is because this is the quickest and most efficient way of finding and navigating to the page you want. If I wanted to find a Warehouse page, but don’t recall the exact name, I can click the Tell me what you want to do and type warehouse and the search will return relevant entries broken into sections:

Search results for warehouse

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search”

Auto Restart Post Master Enterprise

Ian Grieve3 minute read0 comment

Microsoft Dynamics GPI’m a big fan of Post Master Enterprise from Envisage Software Solutions and implemented it for a few clients.

For most clients we’ve installed it, configured it and it just runs without issue.

One client though had a few issues where it would suddenly stop processing. This client though was using more than the standard posting; they also had the modules for transferring sales order to invoice and emailing the sales invoice to a customer and saving a copy of the invoice to a network share. They also process quite a lot of transactions.

I flagged this up to Envisage and they pointed me in the direction of one of the Advanced Settings:

Advanced Settings

This setting makes Post Master check if the application is running correctly and if it isn;t, it will initiate a restart. We set this to 300 seconds (5 minutes)and asked the client to monitor. this was several weeks before I left ISC and, as of when I left at the end of August, the issue had not recurred; or if it had, the auto restart had resolved it without the client being aware.