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.
What’s New in Business Central April 2019 Release
April ’19 brings an update to Business Central that aims to enhance current customer satisfaction with the product.
Powerful new features for business users
Keyboard-centric features like speed of data entry and analysis, such as quick entry, list sorting, and data values. Improvements to features related to the customer context, such as work date and the company indicator, options enabling advanced users to be even more productive, such as focus mode, totals for lists, improved search, and the new page inspector. Enhancement related to filters in Excel export, common auto-save experience, and modern interface elements, such as the date picker, refreshed action bar, and all-product navigation.
Performance, reliability, and scalability enhancements
Along with innovative new features, Microsoft invested heavily in boosting performance, reliability, and scalability of Business Central, across the platform and business application.
The experience in the browser will be more responsive using technique of on-demand loading of page elements, server resources are optimized for fast user interaction, and the database has been tuned to handle more data and load it faster.
Users requiring assistance now have a single screen through which to find self-help material, share ideas with the community, and request support that has also been streamlined to reduce response time.
Business Central continues to meet ISO27001, ISO27017, ISO27018, SOC 1 & 2 Type 2, HIPPA BAA, and FERPA industry security and privacy compliance standards. For more details and a list of all certificates, see here.
Business Central is ready to support the diversity of your workforce where both the desktop and mobile interfaces are now highly accessible.
Base application as an app
Microsoft is making big investments in the platform to make it easier for ISVs to get into the cloud. This is achieved by splitting the big application that we have today into a system app and an app on top of that as an extension, compiled in AL using Visual Studio Code.
Data and AI
The last major investment for the April release is Data and AI future. Strengthen and prepare integration with Dynamics 365 for Sales through CDS and ensure Business Central data contributes to intelligent insights (notes synching, late payment prediction) in Dynamics 365 AI for Sales apps and Business Central users get intelligent insights generated by Dynamics 365 AI for Sales (predictive opportunity scoring).
Borne from Overview of Dynamics 365 Business Central April ’19 release article.
New and planned for Dynamics 365 Business Central
Features that are planned to release between April and September 2019. Previews for some features will start in February 2019.
Below table lists functionality that may not have been released yet. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).
Productivity enhancements for business users
|Feature||Release type||Online vs on-premises||Date|
|Application enhancements||General Availability||Both||April 2019|
|List views||General Availability||Both||April 2019|
|Rich notes and links||General Availability||Online||April 2019|
|Document focus mode||General Availability||Both||April 2019|
|Work date indicator||General Availability||Both||April 2019|
|Context or system indicator||General Availability||Both||After April 2019|
|Quick Entry||General Availability||Both||April 2019|
|New keyboard shortcuts||General Availability||Both||April 2019|
|Autosave indicator||General Availability||Both||April 2019|
|Improvements to scrolling in lists||General Availability||Both||April 2019|
|Improved contextual search experience||General Availability||Both||April 2019|
|Improved all-product navigation||General Availability||Both||After April 2019|
|Personalization enhancements||General Availability||Both||April 2019|
Self-help and support
|Feature||Release type||Online vs on-premises||Date|
|Simplified Help and Support experience||General Availability||Both||April 2019|
|Page inspection||General Availability||Both||April 2019|
Productivity enhancements for administrators
|Feature||Release type||Online vs on-premises||Date|
|Hardening the integration between Business Central and Dynamics 365 for Sales||General Availability||Both||April 2019|
|Enhancements for application lifecycle management||General Availability||Both||April 2019|
|Enhancements to the intelligent cloud for Dynamics SMB and Dynamics 365 Business Central||General Availability||Both||April 2019|
Powerful features for developers
|Feature||Release type||Online vs on-premises||Date|
|Designer enhancements for developers||General Availability||Both||April 2019|
|Visual Studio Code and AL||General Availability||Both||April 2019|
|Application as an app||General Availability||Both||April 2019|
|Standard Web API||General Availability||Both||April 2019|
It is always suggested to see Microsoft Links for more details and any updates in future.
How to Setup Online Bank Feeds in Madeira
You need to be sure : The default company, CRONUS, that launches when you first log in to Project “Madeira” does not have electronic bank feeds enabled. To tryout this feature you must switch to trial Company “My Company“.
In Project “Madeira” you can connect to most of the online banks and download electronic bank feeds for use in bank reconciliation, avoiding tedious, manual reconciliation, reducing errors, and ensuring that your data is refreshed on a frequent basis.
When you log into MyCompany for the first time, a Company Setup wizard will guide you through setting up the basic company information, including using a bank feed service.
Dont forget to select “Use Bank Feed Service” in Company Setup Page to enable this Service.
You can Manage Bank Accounts & Feeds from Bank Account List Page.
If you enable “Use Bank Feed Service” in Company Setup Page, a new section displays in the ribbon as shown in above screenshot with actions so that you can create a new bank account in Project “Madeira” based on the online bank feed, link already existing bank accounts to online bank feeds, unlinking online bank account feeds, or set up automatic download of feeds on a regular schedule.
When you reconcile bank accounts, you can download bank feeds on demand, as well as process automatically downloaded feeds if you have set up already.
In the Payment Reconcilliation Journal, you can import bank statements based on your bank feeds, and Project “Maderia“ will automatically suggest how payments are applied to ledger entries. You can change the application before you post.
Alternatively, you can import bank statements to the Bank Account Reconcilliation window and reconcile the statements with your ledger entries there.
I will come up with more details in my upcoming posts, till then keep practicing and Learning.
OFFICE 365 INTEGRATION IN NAV 2015 – Word/Excel/SharePoint
If you have signed up for Office 365, Microsoft Dynamics NAV can use this service to open and save documents. For example, when you export a report to Excel and save it on Office 365, Microsoft Dynamics NAV can use Excel Online that your Office 365 account uses to open the document.
Before you can use Office 365 and SharePoint Online with Microsoft Dynamics NAV, you must configure the service in Microsoft Dynamics NAV.
If you want to use the same folder to store temporary files for all users, you must specify a shared user account. Otherwise, each user’s temporary files are stored in their personal document repository on the SharePoint site.
Let us first understand the details before we start with Setup for SharePoint Shared Folder.
Your IT can help you configuring and assigning suitable rights to access. Although you can explore and help yourself. Since we are concentrating on Navision so we will not go in details for Share point.
Just to make understand I will be only covering top level information.
In this example I assume you already have up and running site for Document Sharing in SharePoint 2013 – 365 Online.
Here I am logging in to Office 365 – Online registered by me for demo purpose. You can register for free trial to explore the same in more details.
My Opening screen looks as one below.
I select SharePoint Site to continue. Below is my SharePoint Opening screen. I will select my site which I have created for this demo and file sharing with other users in my organization.
Let us understand different parts which will help configuring our Online Document Storage Configuration in Navision 2015.
Here I am in my Folder at Lower level where all my files will be stored and shared with my other colleges.
Open “Online Document Storage Configuration” from path shown in below screen.
Specify the Service Name of your choice or use Default provided by the System.
Fill the Location to your SharePoint site: Specifies the unified resource indicator (URI) for your site on SharePoint Online, such as [https://krishnasoftwaredevelopers.sharepoint.com/MS_Nav_Documents] in my case I will use this.
Fill the Folder field which specifies the folder in the document repository for this document service that you want documents to be stored in.
This field is required. If you have not already created a subfolder in your document repository, you must create one now, and then specify it in the Folder field.
The Document Repository field includes the top-level folder in the document repository that your document service provides. The Folder field specifies a subfolder so that you can keep business documents and drafts separate from pictures and other shared documents.
For example, if the Document Repository field is set to [Documents], the Folder field can be set to [NavisionDoc] as per my example discussed above.
When a user exports data to Excel, for example, Microsoft Dynamics NAV saves the temporary file at the location that is specified in the Document Repository and Folder fields, such as
Fill Document Repository field: Specifies the name of the document library, such as [Document]
Fill User Name field: Specifies the account that Microsoft Dynamics NAV Server must use to log on to the document service.
I would recommend that you specify a different user name than the administrative account. This helps reduce the risk of users accessing administrative settings, for example. For example, if your user name as an administrator is Administrator@KrishnaSoftwareDevelopers.onmicrosoft.com,
then the user name for Microsoft Dynamics NAV Server can be Nav@KrishnaSoftwareDevelopers.onmicrosoft.com or any of the regular user names that you have created.
On the Actions tab, in the General group, choose Set Password.
In the window that appears, specify and confirm the password for the account that you specified in the User Name field. Choose the OK button.
When you have set up the service, you can test whether that configuration is valid.
On the Actions tab, in the General group, choose Test Connection.
A message displays the result of the test.
The above message confirms we can now save documents on our SharePoint.
Let us check a sample as below:
Open the Document and Execute the report available.
While Running the Report I specify I want to Print with Microsoft Word.
Document will be generated and opened in Word – Office – 365. Temp file name is given to the file. Close the File as it is auto Saved by Office 365 Word Application.
Browse to your SharePoint Folder configured above, you will see the Word file is now available in this Folder.
Right Click on Name of the File and Rename with some meaning full Name as shown below.
Give the Name to the File and press Save Button.
Here is the File after Rename.
This way when ever you Print your document from Navision in Word or Excel it will get saved in this Folder.
By setting appropriate access rights you can share the files between you colleges in your Organization.
Please check SharePoint stuffs with you admin or appropriate authority in your organization.
SMTP Setup errors while setting Office 365
Normally we see below Errors while configuring our SMTP in Navision.
Check that your User Setup is having valid e-mail id.
If you are using Domain make sure you are accessible to your domain. If you are outside you office make sure you are connected using your VPN.
OFFICE 365 INTEGRATION IN NAV 2015 – Exchange Online
NEW SMTP EMAIL FLOW IN NAV.
Open SMTP Mail Setup Page, Refer below screen for path.
Click on action Apply Office 365 Server Settings.
The fields SMTP Server, SMTP Server Port and Authentication fields will be filled up automatically
Fill the User ID and Password fields based on the existing account in Office 365. You can contact your Network Admin for details.
Click “Test Email Setup” action
If everything is configured properly in Office 365 and NAV 2015 then you will get below successful message.
And below mail will be sent to Office 365 account.
After this step if we try to run action Email Confirmation from Sales Order
Then a dialog box will be opened showing from address as office 365 account.
Press OK button to send an email to required address. Edit required information.
If Edit in Outlook is checked it will open in Outlook App. You can change further mail content and recipient details before sending the mail.
Click Send to send mail from your Outbox.
Below screen shot shows that mail is sent from Office 365 account
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