Card – ARKSD Consultancy Private Limited

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.

What does this update includes?

Filter on unprocessed incoming documents

The list of incoming documents is now filtered to show only entries that have not been used to create posted documents with.

When documents are posted, the processed flag is set to Yes, such that incoming documents that have been processed into posted documents are filtered out.

You can choose to view all incoming documents in the list if desired, using the show Show All action.

You can also manually switch the processing flag.

Office Suite notifications are now enabled in Project “Madeira”

In the top right corner, next to the Settings menu, you will notice the bell symbol that you probably already know well from other Office products: That’s the Notifications menu.

Here you will receive notifications such as new mail and calendar reminders directly while working in Project “Madeira”.

New extensions, such as Sana Commerce for Project “Madeira” and ChargeLogic Payments that provides payment and credit card processing capabilities.

In Project “Madeira”, the Extension Management window lists all available extensions. Some extensions are provided by Microsoft, and other extensions are provided by other companies.

With the first update of Project “Madeira”, extensions have been added by other providers, and Madeira refer to the websites that these companies provide for more information.

Sana Commerce is the integrated B2B e-commerce platform for Project “Madeira” that helps wholesale, distribution and manufacturing companies efficiently run their business, improve their customer service and ultimately generate more revenue through easy online order processing and a 24/7 online access of product information. See the Sana Commerce website.

With ChargeLogic Notify, you can automatically deliver customized, targeted emails directly from Project “Madeira” for invoices, orders, shipments, returns, and sales quotes. Clearly provide the exact information you want with the exact look you want to increase customer satisfaction, promote your brand, and drive business. Using a powerful template system and business rules, you’ll be able to create personalized content and custom designs in an email format and send them to all parties associated with a communication. See the ChargeLogic website. .

For further details checkout Link and this Link.

Tag: Card

First update of Project “Madeira” is released – June 2016

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