Tag: Service

Assist Setup, Assisted Setup, BC18, Business Central, Change Log, Cues, Data, Data Classifications, Dynamics 365, Email, Field Monitoring, Fields, Functional Tips, High-Risk, How To, Information, Monitor Field Change Setup, Notification, Office 365, Office Integration, Outlook, Role Center, Settings, Smtp, Start, Stop, Tip & Tricks

Monitor Field Change in Business Central

Ashwini Tripathi

Field Monitoring is one of great help for superusers in Business Central. You can now configure a list of fields that contain high-risk and business-critical data that you want to be notified about when they are changed.

Changes to high-risk settings in Business Central can be tracked using the Change Log functionality. But sometime only tracking changes is not sufficient and you expect more like you should be notified of changes in fields that contain high-risk and business-critical data, such as bank account numbers, company name, and addresses.

Now setting a list of fields that contain high-risk and business-critical data is possible and you can be notified about when they are changed.

To start with this feature, Look for Assist Setup, I am using BC18 demo database for below steps.

Although it is not necessary to follow Assist Setup, you can do setup from individual pages. But this will ensure you don’t miss any steps.

Click on Next to start with setup. And follow the steps in leading wizard pages.

If you wish to use Data Classification and already have performed data classification you can enable or continue with individual fields using Monitored Fields Worksheet, in upcoming Wizard pages.

It is necessary to have the Sending and user e-mail setup is completed. Here you can select the email ids as required.

You need to add Fields for monitoring enable and click finish, or you can open the Page later and configure. This will Start the Monitoring and Notification service.

In Next step or you can open this page Monitored Fields Worksheet from Tell Me.

Add your table & fields that you wish to Monitor.

If notify is enabled you will receive the mail, else you can view in Monitored Field Log page. You can use Field Monitoring Setup Page from Action bar, or you can separately open this page from Tell Me.

You need to Start the Field Monitoring Setup, if not already done. If you have used Assist setup it will be Started, in case you are doing Manually from each Page, you will need to visit this Page, Setup your Emails and Start the Service.

Before we Start with Testing, it is strongly recommended you Log Off and Login again to Business Central. As logging starts and ends on Login & Logout of user.

Open the Customer Page and make changes to Name, as above we have setup to log Name field of Customer.

If your all setup is OK you should Receive a mail as below.

Some Pages helpful for Field Monitored Service are:

You can Monitor the Mails Status from your Role Centre Cues:

What else you can do for monitoring your data and notifications:

  • If there is a problem sending the email, you can check the detailed information on Email Outbox page.
  • You can view the mail sending record on Sent Emails page.
  • You can view the log of Field Monitoring Setup and Monitoring Fields on Monitored Field Log Entries page.

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.

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Business Central, Dynamics 365, Information, PowerBI.com, Wave 2

Dynamics 365 2019 release wave 2

Ashwini Tripathi

Dynamics 365 Business Central: 2019 release wave 2 plan

The first Insider Builds for the Business Central 2019 release wave 2 just became available.

Features that are planned to release from October 2019 through March 2020.

For more information about the above-mentioned features, see the 2019 release wave 2 plan here.

This is also the very first Insider Build that does not include the Windows client (Dynamics NAV client connected to Business Central) as announced earlier.

More features will be unlocked soon along with more information for each one of them.

Dynamics 365 Business Central provides a complete business application solution designed and optimized for SMB organizations. Since its launch in April 2018, Dynamics 365 Business Central has seen increasing adoption by organizations looking to digitally transform their businesses. In the October ’18 update, we updated Business Central to include on-premises deployments as well. The latest version, the April ’19 update, brought an update to Business Central that improves the productivity of users.

The independent software vendor (ISV) ecosystem is important for customers who want vertical or horizontal solutions for Business Central. We will accelerate this ISV ecosystem to begin moving new and existing customers to Business Central online. To achieve that goal, the following development pillars define the 2019 release wave 2 update:

Service fundamentals: Laser focus on performance, reliability, supportability, and security is essential to ensure that service quality remains ahead of the growth in service usage. Accessibility, already in a strong position, must be preserved.

Modern client: With the 2019 release wave 2, users access Business Central in the browser, Windows 10 desktop app, mobile apps on Android and iOS, or in Outlook. We accelerate our investment in speed and productivity features for the modern browser experience, achieving a major milestone in its transformation into a world-class desktop experience for new and expert users alike. 2019 release wave 2 is the first version that does not include the Dynamics NAV Client connected to Business Central (also known as the Windows client). The modern clients now support so many productivity features that the Windows client is discontinued for Business Central going forward. The legacy Dynamics NAV client remains supported in the April ’19 update and earlier versions in alignment with the support lifecycle.

Modern developer tools: the 2019 release wave 2 is the first version that does not include the classic development environment (also known as C/SIDE). The modern developer experience based on Visual Studio Code with Azure DevOps, and an AL language that supports an extension-based approach to customization now supports developing large apps such as the base application from Microsoft, and so C/SIDE is discontinued for Business Central going forward. The classic development environment remains supported in the April ’19 update and earlier versions in alignment with the support lifecycle.

Empower ISV acceleration: The 2019 release wave 2 update delivers a set of features designed to simplify ISV development for new solutions and, specifically, for streamlining the migration from the source code customization model of Dynamics NAV to Business Central. The Dynamics NAV business has been driven by strong vertical ISV solutions, surrounded by add-on solutions. For the 2019 release wave 2 update, our focus will be streamlining the path for ISVs to bring their solutions—and in turn their customers—to Business Central online.

Customer migration tools: After enabling Dynamics NAV ISVs to bring their solutions to Business Central online, the next step is to simplify the journey for existing Dynamics SMB customers coming from Dynamics NAV, Dynamics GP, or Dynamics SL to migrate from their current on-premises solutions to Business Central online. A set of tools already exists; these will be enhanced with the 2019 release wave 2.

Limited extension to the Business Central online localizations is planned for the 2019 release wave 2 in order to prioritize the service fundamentals work ahead of expanding the service footprint. Additional partner-developed localizations will be added following the 2019 release wave 2.

Download the 2019 release wave 2 PDF

New for wave 2: The Power Platform (PowerApps, Microsoft Flow, and Power BI) features coming in the 2019 release wave 2 have been summarized in a separate release plan.

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Dynamics 365: 2019 release wave 2 plan

The 2019 release wave 2 enhances artificial intelligence capabilities to help organizations accelerate their transformation of customer service, sales, and marketing functions:

Sales Insights empowers teams with more foresight, to enhance productivity and better anticipate outcomes across the sales lifecycle.

Customer Service Insights provides an actionable view into critical performance metrics, operational data, and emerging trends using industry-leading artificial intelligence.

Virtual Agent for Customer Service enables organizations to create AI-powered bots that chat with customers and provides new opportunities for organizations to improve customer service through digital transformation.

Customer Insights enables every organization to unify and understand their customer data to harness it for intelligent insights and actions.

Market Insights enables business users to gather actionable insights based on what consumers say, seek, and feel about their brands and products.

Fraud Protection enables the e-commerce merchants to drive down fraud loss, increase bank acceptance rates to yield higher revenue, and improve the online shopping experience.

The 2019 release wave 2 continues to add a whole new set of experiences to enhance employee productivity using mixed reality:

Remote Assist empowers technicians to solve problems faster the first time.

Layout provides a new way for space planners to bring designs from concept to completion with confidence and speed.

Product Visualize empowers salespeople to convey the true potential of their products to their customers by harnessing the power of augmented reality on their mobile devices.

Guides is a mixed-reality application for Microsoft HoloLens that enables employees to learn in the flow of work by providing holographic instructions when and where they need them.

Power Platform: 2019 release wave 2 plan

The Microsoft Power Platform enables users and organizations to analyze, act, and automate on the data to digitally transform their businesses. The Power Platform today is comprised of three products – Power BI, PowerApps, and Flow.

For PowerApps, this release wave includes major improvements to enable app makers to build higher-quality apps more easily while still supporting more advanced enterprise and administrator requirements. Improvements in PowerApps focus not only on introducing capabilities but also on simplifying existing concepts to improve maker and end-user productivity in PowerApps and Dynamics 365 apps built upon the Unified Interface.

PowerApps makers can now create a powerful new type of experience called PowerApps Portals, which are web portals that surface data stored in Common Data Service to employees or users outside their organizations.

Microsoft Flow is introducing smarter and more powerful experiences in three key areas. Flow makers get smarter and more powerful experiences. End users of flows can leverage world-class business process capabilities, including working with business processes offline. Finally, there is now much richer tooling for administrators, such as PowerShell cmdlets and the new Power Platform Admin center.

AI Builder (preview) is a brand-new Power Platform capability for teams with the business expertise to easily automate processes and predict outcomes to improve business performance. AI Builder is a turnkey solution that brings the power of Microsoft AI through a point-and-click experience and is directly integrated into PowerApps and Microsoft Flow.

Power BI simplifies how organizations derive insights from transactional and observational data. It helps organizations create a data culture where employees can make decisions based on facts, not opinions. For the upcoming release, Power BI is investing in four key areas that drive a data culture: intuitive experiences, a unified BI platform, big data analytics, and pervasive artificial intelligence (AI).

Data integration provides built-in connectivity to the Power Platform and more, with data across hundreds of business systems, enabling rich and intelligent experiences. The Common Data Model provides semantic consistency for canonical business entities across Dynamics 365 and Common Data Service, increasing value and saving time for application developers, ISV partners, and integrators.

This release plan describes functionality that may not have been released yet. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Here are the key dates for the 2019 release wave 2.

Milestone Date Description
Release plans available June 10, 2019 Learn about the new capabilities coming in the 2019 release wave 2 (October 2019 – March 2020) across Dynamics 365 and the Power Platform.
Release plans available in additional 11 languages July 8, 2019 The Dynamics 365 and Power Platform release plans are published in Danish, Dutch, Finnish, French, German, Italian, Japanese, Norwegian, Portuguese (Brazilian), Spanish, and Swedish.
Early access available August 2, 2019 Try and validate the new features and capabilities that will be a part of the 2019 release wave 2, October update, before they get enabled automatically for your end-users.
General availability October 1, 2019 Production deployment for the 2019 release wave 2 begins. Specific deployment dates for each country or region or instance will be communicated in advance.
PowerBI.com

Microsoft Power BI – Part – VI

Ashwini Tripathi

Continuing from my previous post, if you have not seen yet please check it out it will help you continuing with this post.

You can check:

Microsoft Power BI – Part – I

Microsoft Power BI – Part – II

Microsoft Power BI – Part – III

Microsoft Power BI – Part – IV

Microsoft Power BI – Part – V

Today we will discuss how to use Power BI Content Pack:

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Few things to keep in mind to get report Generated Successfully.

Point-1 You have required objects for this content pack in your database.

If you are using 2016, you can skip this as these objects are available in 2016. If you are using 2015 or 2013 then export these objects from 2016 and import in your database.

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Above Pages will be present in your previous version of database, you need to import the 6 Query objects. These are necessary as these are used as source to fetch data from your data base by this content pack.

Point-2 Web Services need to be published.

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Make sure you use same name for Services as you may get error while connecting and refreshing/ fetching data using this content pack.

Point-3 SSL port and web address is used to access the services.

https is used as this will not work on http.

Self-signed certificate will not work which we use for test purpose for publishing services and testing. It will throw Trusted relationship connection type error. If you have one use the same instead using Self-signed certificate.

No worries, don’t be disappointed. I will give you tip to overcome this requirement just follow as below:

You may remember that in our previous post we installed and used Power BI Gateway, actually we got a Trusted Certificate which we can use for this purpose.

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Open IIS Manager on your system.

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Select Serve/ Machine in Left Navigation Tree and Select Server Certificates.

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Locate the Data Management Gateway SSL Certificate, this got installed when you installed Gateway. Double click to open the Properties of the certificate.

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Switch to Details Tab, Scroll down to find Thumbprint, and Copy the Thumbprint and paste to Notepad finally remove all space leading, trailing and any in between.

It should look like above right bottom corner notepad window no space in Thumbprint signature.

Copy this Value and use as Thumbprint in you Navision Service.

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Select Your Service.

Edit.

Paste the Certificate Thumbprint.

Make Sure SSL is Enabled for your OData Services.

Save.

Restart the Service.

We are done with the basic requirements now let us connect using Power BI Miscrosoft Navision Content Pack.

Now Login with your credentials to Power BI.

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From Left bottom corner Select Get Data.

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Select Get Data from Services.

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Scroll to find Microsoft Dynamics NAV Services and Select Connect.

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Copy your OData Service URL. Make sure you remove Service name from the URL and trailing ‘/’ after company name from the URL.

Select Next.

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Select the Authentication Method and then Sign In.

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Wait for few minutes you dataset will be loaded.

As a result you will get: Dataset, Report & Dashboard ready for you in few minutes depending upon the data volume and connection speed.

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The report and dashboard view will be as per the available data in your database.

Hurray!!!

You are done with your practice session.

This is a Holi Gift for my reader from my side.

I will come up with more features explanation and other Tips & Tricks in my upcoming posts, till then keep practicing and learning from blogs and helps available online.

 

Development Tips, Excel, Instalation & Configuration, Jet Reports, Office Integration, Report

Publishing the Jet Data Source Codeunit to the Web Service

Ashwini Tripathi

Microsoft Dynamics NAV 2015 includes a “Jet Data Source” codeunit which must be published to enable Jet Essentials or Jet Express to operate. This can be published using the Microsoft Dynamics NAV Role Tailored Client (RTC).

To publish this code unit, inside the RTC go to Departments > Administration > IT Administration > General and select Web Services.

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Publish the Jet Data Source code unit by selecting New from the Web services ribbon

  • Object Type: Codeunit
  • Object ID: 14125500
  • Service Name: Jet Data Source
  • And check the box to publish.
  • Click OK

Checkout Upcoming posts for more information.