Category: Business Central (Nav/Navision)

In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies

Ian Grieve3 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.

If you’ve been following this series of posts where I familiarise myself with Dynamics BC, then the title of this post will look familiar; that’s because I did a post on the 6th September with the same name. I am not repeating that article, but posting a new version as the functionality available in Dynamics BC has changed since that article was published.

I originally started this series using Release 2022 Wave 1, but my environment has not been updated to Release 2022 Wave 2 which saw new functionality introduced which allows for switching between companies across environments and also within the same environment.

The new method of switching no longer requires you to go to the My Settings page; instead the entry on the app bar which used to state the name of the environment now shows the environment name in smaller letters below a title. When you click on it, a sidebar opens showing the available environments and companies therein:

New Available Companies sidebar showing environments and companies

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In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Types of Pages Available

Ian Grieve2 minute read3 Comments

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.

There are a number of page types available within Dynamics BC, each of which serves a specific purpose; in future articles I’ll probably cover specifics of how different page types work, but in this post, I’m just looking at the types of page which exist and at their purpose/use.

List Pages

Vendors list page

List pages list data from a table and can be toggled from between a tile, tall tile and list view. The screenshot above shows the list of vendors in the system; there are many lists available covering setup, master and document data.

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Filter Error on G/L Budget Card in Microsoft Dynamics 365 Business Central

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralA client reported a problem to me recently with the filters on the G/L Budget card in Microsoft Dynamics 365 Business Central; they had been entering budget figures and wanted to review rows with numbers so applied a filter to the matrix, but found that the view did not change.

When they reported this to me I tried it on a couple of different versions of Dynamics BC and was able to reproduce the issue on both of them. It didn’t matter what the filter on the Budgeted Amount was, the data in the matrix never changed:

Filter of >0 being entered

We logged this with Microsoft to discover that they were aware of it and have it classed as “working by design”. This isn’t because it is working as it should, but because when they looked into it, they judged it as too complex to fix on a hotfix and had the original user who reported the issue log it on the Microsoft Ideas; if the idea gets sufficient votes then it will be considered as a feature request.

It seems that none of the filters available on the G/L Entry window and related export work to limit the visible/included data; I’d appreciate it if you could take a look at the suggestion and vote in favour so that the error can be fixed.

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Urgent Resolution to a Permissions Issue With Jet Reports and Jet Analytics When Used With Microsoft Dynamics 365 Business Central Cloud Data Connector

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business Centralinsightsoftware have issued an urgent notification of a permissions issue with Jet Reports and Jet Analytics when used with Microsoft Dynamics 365 Business Central cloud data connector. An error is produced when the user tries to use either of the Jet products.

The issue is that Microsoft have made a change today to deprecate a permission on the Jet app registrations called Azure AD Graph. The previous app was published as Jet Global Data Technologies; a new one called insightsoftware has been created with the correct API permissions.

To pick up the new permissions and resolve the issue, all users need to do is log out and back in (Excel » Jet » Settings » Data Source Settings » Authentication » Log Out » Log In), accepting the permission request when prompted.

Jet Analytics users will be automatically prompted to log back in and they will not get an error, however, they will also need to accept the new permissions request.

If the users receive a message saying that admin approval is needed, the Azure Active Directory Administrator needs to provide Administrator consent for the new Jet Reports App in order for users to sign in against it.

If needed the Azure Active Directory Administrator consent is needed, this is done by logging into Business Central via Jet Reports by going to Settings » Data Source Settings » Authentication » Log in; they will get an option to consent to the application being used in the tenant.

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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

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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.

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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

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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.

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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

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In Microsoft Dynamics 365 Business Central (Administration), how do I… Know Which Keyboard Shortcuts Are Available

Ian Grieve1 minute read0 comment

Microsoft Dynamics 365 Business CentralThere are a number of keyboard shortcuts available in Microsoft Dynamics 365 Business Central which, by nature, are not very discoverable. Fortunately, there is a page on Microsoft Docs which provides an overview of the available keyboard shortcuts.

This is a very comprehensive list of the available shortcuts; fortunately, there is second page listing only the most popular shortcuts.

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