Assign, Business Central, Deploy, Extension, Package, Permission, XML

Package & Deploy the Extension

This is the Nineth post in the series. If you want to go to previous post click here.

From the series of steps this post is dedicated to Step-8:

As a Eighth Step we will Package & Deploy the Extension to Business Central

Now it’s time to Build and Deploy the Extension, but before that one more step required for creating Permission Set.

I have made some modification to the file generated in above process. Below is the complete file.

Sample Permission Set

<?xml version="1.0" encoding="utf-8"?>
<PermissionSets>
  <PermissionSet RoleID="BC_DV_DEMO" RoleName="BC_DV_Demo">
    <Permission>
      <ObjectID>50120</ObjectID>
      <ObjectType>0</ObjectType>
      <ReadPermission>1</ReadPermission>
      <InsertPermission>1</InsertPermission>
      <ModifyPermission>1</ModifyPermission>
      <DeletePermission>1</DeletePermission>
      <ExecutePermission>0</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50120</ObjectID>
      <ObjectType>1</ObjectType>
      <ReadPermission>0</ReadPermission>
      <InsertPermission>0</InsertPermission>
      <ModifyPermission>0</ModifyPermission>
      <DeletePermission>0</DeletePermission>
      <ExecutePermission>1</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50126</ObjectID>
      <ObjectType>0</ObjectType>
      <ReadPermission>1</ReadPermission>
      <InsertPermission>1</InsertPermission>
      <ModifyPermission>1</ModifyPermission>
      <DeletePermission>1</DeletePermission>
      <ExecutePermission>0</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50126</ObjectID>
      <ObjectType>1</ObjectType>
      <ReadPermission>0</ReadPermission>
      <InsertPermission>0</InsertPermission>
      <ModifyPermission>0</ModifyPermission>
      <DeletePermission>0</DeletePermission>
      <ExecutePermission>1</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50121</ObjectID>
      <ObjectType>8</ObjectType>
      <ReadPermission>0</ReadPermission>
      <InsertPermission>0</InsertPermission>
      <ModifyPermission>0</ModifyPermission>
      <DeletePermission>0</DeletePermission>
      <ExecutePermission>1</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50120</ObjectID>
      <ObjectType>8</ObjectType>
      <ReadPermission>0</ReadPermission>
      <InsertPermission>0</InsertPermission>
      <ModifyPermission>0</ModifyPermission>
      <DeletePermission>0</DeletePermission>
      <ExecutePermission>1</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50122</ObjectID>
      <ObjectType>8</ObjectType>
      <ReadPermission>0</ReadPermission>
      <InsertPermission>0</InsertPermission>
      <ModifyPermission>0</ModifyPermission>
      <DeletePermission>0</DeletePermission>
      <ExecutePermission>1</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50120</ObjectID>
      <ObjectType>5</ObjectType>
      <ReadPermission>0</ReadPermission>
      <InsertPermission>0</InsertPermission>
      <ModifyPermission>0</ModifyPermission>
      <DeletePermission>0</DeletePermission>
      <ExecutePermission>1</ExecutePermission>
      <SecurityFilter />
    </Permission>
  </PermissionSet>
</PermissionSets>

Build the Package & Deploy.

Permission Set will also get deployed along with Extension.

You can Assign this Permission Set to respective Users.

Now you are good to proceed with Next Step.

You can jump to Next Step from here.

Action, AL, Business Central, Coupling, Dataverse, Dynamics 365 Sales, Extension, Integration, Page, Procedure, Synchronize, Triggers, Varables, VS Code

Create Actions on the Page for managing Coupling and Synchronization

This is the Eighth post in the series. If you want to go to previous post click here.

From the series of steps this post is dedicated to Step-7:

As a Seventh Step we will Create Actions on the Page for managing Coupling and Synchronization created in previous post.

On page 50120 Prospects created in previous post

Add Variables:

var
   CRMIntegrationManagement: Codeunit "CRM Integration Management";
   CRMCouplingManagement: Codeunit "CRM Coupling Management";
   CDSIntegrationEnabled: Boolean;
   CDSIsCoupledToRecord: Boolean;

Add Triggers:

trigger OnOpenPage()
begin
    CDSIntegrationEnabled := CRMIntegrationManagement.IsCDSIntegrationEnabled();
end;

trigger OnAfterGetCurrRecord()
begin
    if CDSIntegrationEnabled then
        CDSIsCoupledToRecord := CRMCouplingManagement.IsRecordCoupledToCRM(Rec.RecordId);
end;

Add Actions:

    Actions
    {
        area(Processing)
        {
            group(ActionGroupCDS)
            {
                Caption = 'Dataverse';
                Visible = CDSIntegrationEnabled;

                action(CDSGotoProspect)
                {
                    Caption = 'Prospect';
                    Image = CoupledCustomer;
                    ToolTip = 'Open the coupled Dataverse Prospect.';
                    ApplicationArea = All;

                    trigger OnAction()
                    var
                        CRMIntegrationManagement: Codeunit "CRM Integration Management";
                    begin
                        CRMIntegrationManagement.ShowCRMEntityFromRecordID(Rec.RecordId);
                    end;
                }
                action(CDSSynchronizeNow)
                {
                    Caption = 'Synchronize';
                    ApplicationArea = All;
                    Visible = true;
                    Image = Refresh;
                    Enabled = CDSIsCoupledToRecord;
                    ToolTip = 'Send or get updated data to or from Microsoft Dataverse.';

                    trigger OnAction()
                    var
                        CRMIntegrationManagement: Codeunit "CRM Integration Management";
                    begin
                        CRMIntegrationManagement.UpdateOneNow(Rec.RecordId);
                    end;
                }
                action(ShowLog)
                {
                    Caption = 'Synchronization Log';
                    ApplicationArea = All;
                    Visible = true;
                    Image = Log;
                    ToolTip = 'View integration synchronization jobs for the Prospect table.';

                    trigger OnAction()
                    var
                        CRMIntegrationManagement: Codeunit "CRM Integration Management";
                    begin
                        CRMIntegrationManagement.ShowLog(Rec.RecordId);
                    end;
                }
                group(Coupling)
                {
                    Caption = 'Coupling';
                    Image = LinkAccount;
                    ToolTip = 'Create, change, or delete a coupling between the Business Central record and a Microsoft Dataverse row.';

                    action(ManageCDSCoupling)
                    {
                        Caption = 'Set Up Coupling';
                        ApplicationArea = All;
                        Visible = true;
                        Image = LinkAccount;
                        ToolTip = 'Create or modify the coupling to a Microsoft Dataverse Prospect.';

                        trigger OnAction()
                        var
                            CRMIntegrationManagement: Codeunit "CRM Integration Management";
                        begin
                            CRMIntegrationManagement.DefineCoupling(Rec.RecordId);
                        end;
                    }
                    action(DeleteCDSCoupling)
                    {
                        Caption = 'Delete Coupling';
                        ApplicationArea = All;
                        Visible = true;
                        Image = UnLinkAccount;
                        Enabled = CDSIsCoupledToRecord;
                        ToolTip = 'Delete the coupling to a Microsoft Dataverse Prospect.';

                        trigger OnAction()
                        var
                            CRMCouplingManagement: Codeunit "CRM Coupling Management";
                        begin
                            CRMCouplingManagement.RemoveCoupling(Rec.RecordId);
                        end;
                    }
                }
            }
        }
    }

On page 50122 “CDS Prospect List” created above

Add Variables:

var
    CurrentlyCoupledCDSProspect: Record "CDS cr95d_Prospects";

Add Trigger:

trigger OnInit()
begin
    Codeunit.Run(Codeunit::"CRM Integration Management");
end;

Add Procedure:

procedure SetCurrentlyCoupledCDSProspect(CDSProspect: Record "CDS cr95d_Prospects")
begin
    CurrentlyCoupledCDSProspect := CDSProspect;
end;

Add Action:

Actions
    {
        area(processing)
        {
            action(CreateFromCDS)
            {
                ApplicationArea = All;
                Caption = 'Create in Business Central';
                Promoted = true;
                PromotedCategory = Process;
                ToolTip = 'Generate the table from the coupled Microsoft Dataverse Prospect.';

                trigger OnAction()
                var
                    CDSProspect: Record "CDS cr95d_Prospects";
                    CRMIntegrationManagement: Codeunit "CRM Integration Management";
                begin
                    CurrPage.SetSelectionFilter(CDSProspect);
                    CRMIntegrationManagement.CreateNewRecordsFromCRM(CDSProspect);
                end;
            }
        }
    }

Now you are good to proceed with Next Step.

You can jump to Next Step from here.

AL, Business Central, Codeunit, Dataverse, Events, Extension, Integration, Procedures, Subscription, VS Code

Create Integration Codeunit for Business Central & Dataverse Integration

This is the Seventh post in the series. If you want to go to previous post click here.

From the series of steps this post is dedicated to Step-6:

As a Sixth Step we will Create Integration Codeunit in Business Central

codeunit 50120 CDSDataverseEvent
{
}

Add these Procedures

local procedure LookupCDSProspect(SavedCRMId: Guid; var CRMId: Guid; IntTableFilter: Text): Boolean
    var
        CDSProspect: Record "CDS cr95d_Prospects";
        OriginalCDSProspect: Record "CDS cr95d_Prospects";
        OriginalCDSProspectList: Page "CDS Prospect List";
    begin
        if not IsNullGuid(CRMId) then begin
            if CDSProspect.Get(CRMId) then
                OriginalCDSProspectList.SetRecord(CDSProspect);
            if not IsNullGuid(SavedCRMId) then
                if OriginalCDSProspect.Get(SavedCRMId) then
                    OriginalCDSProspectList.SetCurrentlyCoupledCDSProspect(OriginalCDSProspect);
        end;

        CDSProspect.SetView(IntTableFilter);
        OriginalCDSProspectList.SetTableView(CDSProspect);
        OriginalCDSProspectList.LookupMode(true);
        if OriginalCDSProspectList.RunModal = ACTION::LookupOK then begin
            OriginalCDSProspectList.GetRecord(CDSProspect);
            CRMId := CDSProspect.cr95d_ProspectsId;
            exit(true);
        end;
        exit(false);
    end;

local procedure AddEntityTableMapping(CRMEntityTypeName: Text; TableID: Integer; var TempNameValueBuffer: Record "Name/Value Buffer" temporary)
    begin
        TempNameValueBuffer.Init();
        TempNameValueBuffer.ID := TempNameValueBuffer.Count + 1;
        TempNameValueBuffer.Name := CopyStr(CRMEntityTypeName, 1, MaxStrLen(TempNameValueBuffer.Name));
        TempNameValueBuffer.Value := Format(TableID);
        TempNameValueBuffer.Insert();
    end;

local procedure InsertIntegrationTableMapping(var IntegrationTableMapping: Record "Integration Table Mapping"; MappingName: Code[20]; TableNo: Integer; IntegrationTableNo: Integer; IntegrationTableUIDFieldNo: Integer; IntegrationTableModifiedFieldNo: Integer; TableConfigTemplateCode: Code[10]; IntegrationTableConfigTemplateCode: Code[10]; SynchOnlyCoupledRecords: Boolean)
    begin
        IntegrationTableMapping.CreateRecord(MappingName, TableNo, IntegrationTableNo, IntegrationTableUIDFieldNo, IntegrationTableModifiedFieldNo, TableConfigTemplateCode, IntegrationTableConfigTemplateCode, SynchOnlyCoupledRecords, IntegrationTableMapping.Direction::Bidirectional, 'CDS');
    end;

procedure InsertIntegrationFieldMapping(IntegrationTableMappingName: Code[20]; TableFieldNo: Integer; IntegrationTableFieldNo: Integer; SynchDirection: Option; ConstValue: Text; ValidateField: Boolean; ValidateIntegrationTableField: Boolean)
    var
        IntegrationFieldMapping: Record "Integration Field Mapping";
    begin
        IntegrationFieldMapping.CreateRecord(IntegrationTableMappingName, TableFieldNo, IntegrationTableFieldNo, SynchDirection,
            ConstValue, ValidateField, ValidateIntegrationTableField);
    end;

To Add Event Subscriptions, Use the new Shift+Alt+E shortcut in the AL code editor to invoke a list of all events.

Search for Event OnGetCDSTableNo“CRM Setup Defaults”

[EventSubscriber(ObjectType::Codeunit, Codeunit::"CRM Setup Defaults", 'OnGetCDSTableNo', '', false, false)]

local procedure OnGetCDSTableNo(BCTableNo: Integer; var CDSTableNo: Integer; var handled: Boolean);
    begin
        if BCTableNo = DATABASE::"Prospect" then begin
            CDSTableNo := DATABASE::"CDS cr95d_Prospects";
            handled := true;
        end;
    end;

Search for Event OnLookupCRMTables“Lookup CRM Tables”

[EventSubscriber(ObjectType::Codeunit, Codeunit::"Lookup CRM Tables", 'OnLookupCRMTables', '', false, false)]

local procedure OnLookupCRMTables(CRMTableID: Integer; NAVTableId: Integer; SavedCRMId: Guid; var CRMId: Guid; IntTableFilter: Text; var Handled: Boolean);
    begin
        if CRMTableID = Database::"CDS cr95d_Prospects" then
            Handled := LookupCDSProspect(SavedCRMId, CRMId, IntTableFilter);
    end;

Search for Event OnAddEntityTableMapping“CRM Setup Defaults”

[EventSubscriber(ObjectType::Codeunit, Codeunit::"CRM Setup Defaults", 'OnAddEntityTableMapping', '', false, false)]

local procedure OnAddEntityTableMapping(var TempNameValueBuffer: Record "Name/Value Buffer");
    begin
        AddEntityTableMapping('Prospect', DATABASE::"CDS cr95d_Prospects", TempNameValueBuffer);
    end;

Search for Event OnAfterResetConfiguration “CDS Setup Defaults”

[EventSubscriber(ObjectType::Codeunit, Codeunit::"CDS Setup Defaults", 'OnAfterResetConfiguration', '', false, false)]

local procedure OnAfterResetConfiguration(CDSConnectionSetup: Record "CDS Connection Setup");
    var
        IntegrationTableMapping: Record "Integration Table Mapping";
        IntegrationFieldMapping: Record "Integration Field Mapping";
        CDSProspect: Record "CDS cr95d_Prospects";
        Prospect: Record "Prospect";
    begin
        InsertIntegrationTableMapping(
            IntegrationTableMapping, 'Prospect',
            DATABASE::"Prospect", DATABASE::"CDS cr95d_Prospects", CDSProspect.FieldNo(cr95d_ProspectsId), CDSProspect.FieldNo(ModifiedOn), '', '', true);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo("No."), CDSProspect.FieldNo(cr95d_ProspectsId), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo(Name), CDSProspect.FieldNo(cr95d_ProspectName), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo(Probability), CDSProspect.FieldNo(cr95d_Probability), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo("Contract Amount"), CDSProspect.FieldNo(cr95d_ContractAmount), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo("Contract Amount (Base)"), CDSProspect.FieldNo(cr95d_contractamount_Base), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo(Stage), CDSProspect.FieldNo(cr95d_Stage), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo("Forecast Revenue"), CDSProspect.FieldNo(cr95d_ForcastedRevenue), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo("Forecast Revenue (Base)"), CDSProspect.FieldNo(cr95d_forcastedrevenue_Base), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);
    end;

Now you are good to proceed with Next Step.

You can jump to Next Step from here.

AL, AL Table Proxy Generator Tool, altpgen, Business Central, Dataverse, Extension, Generator, Integration, Page, Proxy, Table, Tool

Using AL Table Proxy Generator Tool to create Integration Table(s) in Business Central for the Dataverse table

This is the Sixth post in the series. If you want to go to previous post click here.

From the series of steps this post is dedicated to Step-5:

As a fifth Step we will Create Integration Table(s) in Business Central for the Dataverse table created in Step-4

When table(s) are present in Microsoft Dataverse, but not in Business Central, this tool can be run to generate integration or proxy table(s) for the specified table(s).

The AL Table Proxy Generator tool you can find in AL Language extension by name altpgen.exe in the equivalent folder [C:\Users\ashwi\.vscode\extensions\ms-dynamics-smb.al-7.4.502459\bin\]

Run PowerShell ISE as Administrator

Change to folder containing altpgen.exe

Above command should be single line, I have break for clarity of parameters. Below is the sample command.

.\altpgen -project:"C:\Userdata\AL Project\DataVerseIntegration" -packagecachepath:"C:\Userdata\AL Project\DataVerseIntegration\packagecachepath" -serviceuri:"https://xxxxxxxxxxx.crm8.dynamics.com/" -entities:cr95d_prospects -baseid:50125 -tabletype:CDS

When you run the command, it will ask for authentication, provide and continue.

Once you Accept the Permissions request, you can see the output of the command.

Don’t worry for warnings, Your AL file will be generated in specified folder.

Below is the sample of generated file, it is suggested to generate this file using the tool, don’t try to create manually.

table 50126 "CDS cr95d_Prospects"
{
  ExternalName = 'cr95d_prospects';
  TableType = CDS;
  Description = '';

  fields
  {
    field(1;cr95d_ProspectsId;GUID)
    {
      ExternalName = 'cr95d_prospectsid';
      ExternalType = 'Uniqueidentifier';
      ExternalAccess = Insert;
      Description = 'Unique identifier for entity instances';
      Caption = 'Prospects';
    }
    field(2;CreatedOn;Datetime)
    {
      ExternalName = 'createdon';
      ExternalType = 'DateTime';
      ExternalAccess = Read;
      Description = 'Date and time when the record was created.';
      Caption = 'Created On';
    }
    field(4;ModifiedOn;Datetime)
    {
      ExternalName = 'modifiedon';
      ExternalType = 'DateTime';
      ExternalAccess = Read;
      Description = 'Date and time when the record was modified.';
      Caption = 'Modified On';
    }
    field(24;statecode;Option)
    {
      ExternalName = 'statecode';
      ExternalType = 'State';
      ExternalAccess = Modify;
      Description = 'Status of the Prospects';
      Caption = 'Status';
      InitValue = " ";
      OptionMembers = " ", Active, Inactive;
      OptionOrdinalValues = -1, 0, 1;
    }
    field(26;statuscode;Option)
    {
      ExternalName = 'statuscode';
      ExternalType = 'Status';
      Description = 'Reason for the status of the Prospects';
      Caption = 'Status Reason';
      InitValue = " ";
      OptionMembers = " ", Active, Inactive;
      OptionOrdinalValues = -1, 1, 2;
    }
    field(28;VersionNumber;BigInteger)
    {
      ExternalName = 'versionnumber';
      ExternalType = 'BigInt';
      ExternalAccess = Read;
      Description = 'Version Number';
      Caption = 'Version Number';
    }
    field(29;ImportSequenceNumber;Integer)
    {
      ExternalName = 'importsequencenumber';
      ExternalType = 'Integer';
      ExternalAccess = Insert;
      Description = 'Sequence number of the import that created this record.';
      Caption = 'Import Sequence Number';
    }
    field(30;OverriddenCreatedOn;Date)
    {
      ExternalName = 'overriddencreatedon';
      ExternalType = 'DateTime';
      ExternalAccess = Insert;
      Description = 'Date and time that the record was migrated.';
      Caption = 'Record Created On';
    }
    field(31;TimeZoneRuleVersionNumber;Integer)
    {
      ExternalName = 'timezoneruleversionnumber';
      ExternalType = 'Integer';
      Description = 'For internal use only.';
      Caption = 'Time Zone Rule Version Number';
    }
    field(32;UTCConversionTimeZoneCode;Integer)
    {
      ExternalName = 'utcconversiontimezonecode';
      ExternalType = 'Integer';
      Description = 'Time zone code that was in use when the record was created.';
      Caption = 'UTC Conversion Time Zone Code';
    }
    field(33;cr95d_ProspectName;Text[100])
    {
      ExternalName = 'cr95d_prospectname';
      ExternalType = 'String';
      Description = 'Required name field';
      Caption = 'Prospect Name';
    }
    field(34;cr95d_ContractAmount;Decimal)
    {
      ExternalName = 'cr95d_contractamount';
      ExternalType = 'Money';
      Description = '';
      Caption = 'Contract Amount';
    }
    field(37;ExchangeRate;Decimal)
    {
      ExternalName = 'exchangerate';
      ExternalType = 'Decimal';
      ExternalAccess = Read;
      Description = 'Exchange rate for the currency associated with the entity with respect to the base currency.';
      Caption = 'Exchange Rate';
    }
    field(38;cr95d_contractamount_Base;Decimal)
    {
      ExternalName = 'cr95d_contractamount_base';
      ExternalType = 'Money';
      ExternalAccess = Read;
      Description = 'Value of the Contract Amount in base currency.';
      Caption = 'Contract Amount (Base)';
    }
    field(39;cr95d_Probability;Integer)
    {
      ExternalName = 'cr95d_probability';
      ExternalType = 'Integer';
      Description = '';
      Caption = 'Probability';
    }
    field(40;cr95d_Stage;Option)
    {
      ExternalName = 'cr95d_stage';
      ExternalType = 'Picklist';
      Description = '';
      Caption = 'Stage';
      InitValue = Lead;
      OptionMembers = Lead, Opportunity, Won, Lost;
      OptionOrdinalValues = 256080000, 256080001, 256080002, 256080003;
    }
    field(42;cr95d_ForcastedRevenue;Decimal)
    {
      ExternalName = 'cr95d_forcastedrevenue';
      ExternalType = 'Money';
      Description = '';
      Caption = 'Forcasted Revenue';
    }
    field(43;cr95d_forcastedrevenue_Base;Decimal)
    {
      ExternalName = 'cr95d_forcastedrevenue_base';
      ExternalType = 'Money';
      ExternalAccess = Read;
      Description = 'Value of the Forcasted Revenue in base currency.';
      Caption = 'Forcasted Revenue (Base)';
    }
  }
  keys
  {
    key(PK;cr95d_ProspectsId)
    {
      Clustered = true;
    }
    key(Name;cr95d_ProspectName)
    {
    }
  }
  fieldgroups
  {
    fieldgroup(DropDown;cr95d_ProspectName)
    {
    }
  }
}

Create a Page for above table

page 50122 "CDS Prospect List"
{
    Caption = 'CDS Prospect List';
    PageType = List;
    SourceTable = "CDS cr95d_Prospects";
    Editable = false;
    ApplicationArea = All;
    UsageCategory = Lists;
    RefreshOnActivate = true;

    layout
    {
        area(Content)
        {
            repeater(Group)
            {
                field("No."; Rec.cr95d_ProspectsId)
                {
                    Caption = 'No.';
                    ApplicationArea = All;
                }
                field(Name; Rec.cr95d_ProspectName)
                {
                    Caption = 'Name';
                    ApplicationArea = All;
                }
                field(Stage; Rec.cr95d_Stage)
                {
                    Caption = 'Stage';
                    ApplicationArea = All;
                }
                field("Probability"; Rec.cr95d_Probability)
                {
                    Caption = 'Probability';
                    ApplicationArea = All;
                }
                field("Contract Amount"; Rec.cr95d_ContractAmount)
                {
                    Caption = 'Contract Amount';
                    ApplicationArea = All;
                }
                field("Contract Amount (Base)"; Rec.cr95d_contractamount_Base)
                {
                    Caption = 'Contract Amount (Base)';
                    ApplicationArea = All;
                }
                field("Forecast Revenue"; Rec.cr95d_ForcastedRevenue)
                {
                    Caption = 'Forecast Revenue';
                    ApplicationArea = All;
                }
                field("Forecast Revenue (Base)"; Rec.cr95d_forcastedrevenue_Base)
                {
                    Caption = 'Forecast Revenue (Base)';
                    ApplicationArea = All;
                }
                field("Exchange Rate"; Rec.ExchangeRate)
                {
                    Caption = 'Exchange Rate';
                    ApplicationArea = All;
                }
            }
        }
    }
}

You can read more about AL Table Proxy Generator Tool from Microsoft docs

AL Table Proxy Generator

Now you are good to proceed with Next Step.

You can jump to Next Step from here.

Business Central, Dataverse, Power Apps, Synchronize, Table

Create Custom table in Dataverse/ Power Apps

This is the Fifth post in the series. If you want to go to previous post click here.

From the series of steps this post is dedicated to Step-4:

As a fourth Step we will Create New Table(s) in Dataverse, below is the structure of the table.

This table will be used to Sync Data between Business Central and Dataverse.

Define all required columns. Same as we have done in Business Central, in previous post.

Next we will define Business Rule, This will make Probability field as mandatory.

See the properties of each component.

Sample data for the table.

If you are not comfortable with creating table in Power Apps environment, I will add one post step wise step how this table was created and data was uploaded in this table. Once this series is completed, will provide link to that post here.

Now you are good to proceed with Next Step.

You can jump to Next Step from here.

AL, Business Central, Dataverse, Enum, Extension, Integration, Page, Table

Create Custom table & page in Business Central

This is the Fourth post in the series. If you want to go to previous post click here.

From the series of steps this post is dedicated to Step-3:

As a third Step we will Create New Table(s) and Page(s) in Business Central

Below are the AL code for Prospect table, Prospect card page & Prospect list page that will be created in Business Central via Extension, used for Integration with Dataverse.

Table in BC to Integrate from Dataverse

table 50120 "Prospect"
{
    DataClassification = ToBeClassified;
    DrillDownPageID = "Prospects";
    fields
    {
        field(1; "No."; Code[20])
        {
            DataClassification = ToBeClassified;
        }
        field(2; "Name"; Text[50])
        {
            DataClassification = ToBeClassified;
        }
        field(5; "Probability"; Integer)
        {
            DataClassification = ToBeClassified;
        }
        field(6; "Contract Amount"; Decimal)
        {
            DataClassification = ToBeClassified;
        }
        field(7; "Contract Amount (Base)"; Decimal)
        {
            DataClassification = ToBeClassified;
        }
        field(8; "Stage"; Enum "Stage Type")
        {
            DataClassification = ToBeClassified;
        }
        field(11; "Forecast Revenue"; Decimal)
        {
            DataClassification = ToBeClassified;
        }
        field(12; "Forecast Revenue (Base)"; Decimal)
        {
            DataClassification = ToBeClassified;
        }
    }

    keys
    {
        key(key1; Name)
        {
            Clustered = true;
        }
    }
}

Card Page for above Table

page 50121 "Prospect Card"
{
    Caption = 'Prospect Card';
    PageType = Card;
    UsageCategory = Administration;
    SourceTable = "Prospect";

    layout
    {
        area(Content)
        {
            group(General)
            {
                field("Name"; Rec."Name")
                {
                    ApplicationArea = All;
                }
                field(Probability; Rec.Probability)
                {
                    ApplicationArea = All;
                }
                field(Stage; Rec.Stage)
                {
                    ApplicationArea = All;
                }
            }

            group(Details)
            {
                field("Contract Amount"; Rec."Contract Amount")
                {
                    ApplicationArea = All;
                }
                field("Contract Amount (Base)"; Rec."Contract Amount (Base)")
                {
                    ApplicationArea = All;
                }
                field("Forecast Revenue"; Rec."Forecast Revenue")
                {
                    ApplicationArea = All;
                }
                field("Forcast Revenu (Base)"; Rec."Forecast Revenue (Base)")
                {
                    ApplicationArea = All;
                }
            }
        }
    }
}

List Page for above Table

page 50120 Prospects
{
    PageType = List;
    ApplicationArea = All;
    UsageCategory = Lists;
    SourceTable = Prospect;
    Caption = 'Prospect List';
    CardPageId = "Prospect Card";
    Editable = false;

    layout
    {
        area(Content)
        {
            repeater(GroupName)
            {
                field(Name; Rec.Name)
                {
                    ApplicationArea = All;

                }
                field(Probability; Rec.Probability)
                {
                    ApplicationArea = All;

                }
                field("Contract Amount"; Rec."Contract Amount")
                {
                    ApplicationArea = All;

                }
                field("Contract Amount (Base)"; Rec."Contract Amount (Base)")
                {
                    ApplicationArea = All;

                }
                field(Stage; Rec.Stage)
                {
                    ApplicationArea = All;

                }
                field("Forcast Revenue"; Rec."Forecast Revenue")
                {
                    ApplicationArea = All;

                }
                field("Forcast Revenue (Base)"; Rec."Forecast Revenue (Base)")
                {
                    ApplicationArea = All;

                }
            }
        }
    }
}

Enum for field Stage

enum 50120 "Stage Type"
{
    Extensible = true;
    AssignmentCompatibility = true;

    value(0; "Lead") { Caption = 'Lead'; }
    value(1; "Opportunity") { Caption = 'Opportunity'; }
    value(2; "Won") { Caption = 'Won'; }
    value(3; "Lost") { Caption = 'Lost'; }
}

Now you are good to proceed with Next Step.

You can jump to Next Step from here.

Assisted Setup, Business Central, Dataverse, Dynamics 365 Connection Setup, Dynamics 365 Sales, Integration, Solutions, Tip & Tricks

Setup a connection to Dynamics 365 Sales

Integration with Business Central is done through Dataverse, and you will find lots of standard settings and tables that are provided by the integration.

This is the Third post in the series. If you want to go to previous post click here.

From the series of steps this post is dedicated to Step-2:

Before you start make sure you have below information ready with you:

  • URL for the Dataverse environment (Dynamics 365 Sales) that you want to connect to
  • The user’s name and password of an account that has administrator permissions in Business Central and Dataverse.
  • The local currency for the company in Business Central must be the same as the base transaction currency in Dataverse. 


As a second Step we will setup a Connection to Dynamics 365 Sales.

From Assisted Setup under Connect with other systems group choose Set up a connection to Dynamics 365 Sales, as shown below.

This Step is straight forward, you need to just respond to Next to each page of the Wizard.

The URL will be same as used in previous step, while Connecting to Dataverse. Click Next.

Optionally, there are advanced settings that can enhance security and enable additional capabilities, such as sales order processing and viewing inventory levels. The following table describes the advanced settings.

Click Finish to complete the Setup.

Next open the Dynamics 365 Connection Setup from TellMe.

Select Connection -> Test Connection

If everything is ok it should show Connection test Successful message.

Go to Dataverse Connection Setup, from Integration -> Integration Solutions

It will list you the solutions deployed.

Same you can find in Dynamics 365 Sales -> Settings -> Solutions

For more details you can have a look to Microsoft docs

Integrating with Dynamics 365 Sales

Now you are good to proceed with Next Step.

You can jump to Next Step from here.

Business Central, CDS, Common Data Services, Dataverse, Dynamics 365 Sales, Integration, Ownership, Permissions, Synchronize, Tip & Tricks, URL

Setup a connection to Dataverse

Integration with Business Central is done through Dataverse, and you will find lots of standard settings and tables that are provided by the integration.

This is the Second post in the series. If you want to go to previous post click here.

From the series of steps this post is dedicated to Step-1:

Create connection to integrate and synchronize data with another Dynamics 365 business app, such as Dynamics 365 Sales.

As a first Step we will setup a connection to Dataverse.

Before you start make sure you have below information ready with you:

  • URL for the Dataverse environment that you want to connect to
  • The user’s name and password of an account that has administrator permissions in Business Central and Dataverse.
  • The local currency for the company in Business Central must be the same as the base transaction currency in Dataverse. 

From Assisted Setup under Connect with other systems group choose Set up a connection to Dataverse, as shown below.

This will start the Setup wizard, just follow and provide your information asked on each page.

Click Next to Start configuring Dataverse & Business Central connection.

Here you can select your Dataverse Environment or can enter manually, above screen shows where you can find this url from.

Sign in with an administrator user account and give consent to the application that will be used to connect to Dataverse.


Choose Sign in with administrator user.

After Sign in with administrator user turns green and bold, choose Next.

Select Ownership and Click Next.

Click on Finish to complete the Setup.

Next open the Dataverse Connection Setup from TellMe.

Select from Connection -> Test Connection

You can check Microsoft docs for more information

Connect to Microsoft Dataverse

If all are OK it should show the Connection test Successful message.

Now you are good to proceed with Next Step.

You can jump to Next Step from here.

AL Table Proxy Generator Tool, Assisted Setup, Business Central, CDS, Common Data Services, Coupling, Custom Tables, Dataverse, Deploy, Dynamics 365 Sales, Integration, Mappings, Package, Permissions, Power Apps, Scheduling, Synchronize, Testing

Integration in Business Central with Dataverse/ Common Data Services/ Dynamics 365 Sales/ Power Apps

In this post I will discuss about how we can Synchronize data to Custom Tables using Dataverse.

This post is divided in series of small posts, one post for each involved step.

You follow each post link in sequence and at end we will achieve the final Goal set in starting of this post. 

This post will walkthrough setting up an integration between a Custom table Prospects in Business Central and a Custom table Prospects in Microsoft Dataverse.

One thing important keep in mind while doing all the steps we need to use the Admin login you used to setup these environments.

Also, the Base Currency of Business Central & Dataverse Environment should be same else you will run into issue.

If the currencies of Business Central and Dataverse do not match, similar message will be displayed.

LCY Code XXX does not match ISO Currency Code XXX of the Dataverse base currency.

The Base Currency defined for Dataverse after setup is not possible to change however you can match it in Business Central by changing LCY Code in General Ledger Setup.

Let’s start with introduction to environment we are going to use, throughout the process and steps described below.

Introduction to Environment:

Before we start with the Steps Involved, let me introduce with the environment which I am going to use in this walkthrough. 

Business Central Environment:

Dynamics 365 Sale Environment:

Setup required to Connect with external system:

You can find below options in Business Central Assisted Setup.

The following are the Steps we will follow:

Follow each step above in same sequence.

For more detailed insight refer to below Microsoft Documents:

Customizing an Integration with Microsoft Dataverse

AL Table Proxy Generator

Scheduling a Synchronization between Business Central and Dataverse

Hope you enjoyed the learning by example. Wait for next post, will be back soon.

See you in next post soon with similar kind of stuffs.

Till then keep Exploring, learning and sharing with others.

AL, BC18, Business Central, Code, Codeunit, Combinations, Development Tips, Dimension, Dynamics 365, Environment, Events, Extension, Extension Package, How To, Online, Page, Sandbox, Subscription, Table, Tip & Tricks, VS Code

Walkthrough Extension Development in Online Sandbox – Business Central

I have my Sandbox environment as below:

Details of the Sandbox as below:

Connecting VS code to above environment.

When you try to Publish the extension, it will ask you to authenticate.

Copy the Link and open in the browser and paste the code in the box as shown below.

Next it will ask for your Online Instance User Id & Password provide it and on confirmation close the page. It will start deploying the extension.

In this walkthrough I am using below scenario:

Requirement is we need to be able to define some code for dimension combinations. Let me say it will be Sales Code, you can choose name of your choice, this is not Salesperson code.

I am assuming these dimensions will follow the sequence as defined on my General Ledger Setup as below:

On Sales Order & Invoice user should be able to select this Sales Code and dimensions should be populated on order accordingly.

For tracking purpose this Sales Code should flow to Posted Sales Invoice and Customer Ledger.

So, Let’s Start with the development process:

Step-1 We will Create the Table

Here is the code for LookupDimValue Function, it will set filter for Dimension Code on Dimension Value table, as per the Dimension No passed. (1 is for Shortcut Dimension defined on General Ledger Setup, similarly for other 8 dimensions)

Step-2 Next, we will create the Page for this Setup

Step-3 Next, we will add the Sales Code field to all required Tables & Pages

Here is the code for AddDim Function. It is assumed that only combination provided in Sales Code Setup will be used. If you have defined Default dimensions or Combinations, those need to be preserved else this code will overwrite them. You will have to find the Data Set Entry, store them in temporary table used in below code and then add all the dimensions from the setup.

When you Select Sales Code on the Order or Invoice it will populate all the dimensions defined in the Setup.

Code for other Tables & Pages

Step-4 Next, we need to take care to flow the Sales Code to the Ledger and Posted documents.

For posted documents we need not to worry it will flow automatically provided we have defined the fields on same Id.

However, for ledger we will require to use Events to pass the data to their destinations. In this case we are only passing to Customer Ledger Entry. For this we will create a Codeunit.

To Add Event Subscriptions, Use the new Shift+Alt+E shortcut in the AL code editor to invoke a list of all events.

Search for the even you are looking for.

When pressing Enter to select an event entry, an event subscriber for the event will be inserted at the cursor position in the active AL code editor window.

Here is the Codeunit Code:

This is not the final code; much more can be done or need to be done before it can be delivered to customer for their use. Purpose of this walkthrough was to demo the way we can customize the solution using extensions and publishing to Online tenant in Sandbox.

Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.

Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.