Sunday 31 December 2023

Print directly to local printers from the Job Queue with E-Print in Business Central SaaS

 

We cannot select "Report Output Type" as "Print" in "Job Queue" to print a report in Business Central SaaS

We get the following message.

You cannot select a printer from this online product. Instead, save it as PDF, or another format, which you can print later.

The output type has been set to PDF.


 

We need to make the below code change to achieve this.

[EventSubscriber(ObjectType::Codeunit, Codeunit::"Job Queue Start Report", 'OnBeforeRunReport', '', false, false)]

local procedure "Job Queue Start Report_OnBeforeRunReport"(ReportID: Integer; var JobQueueEntry: Record "Job Queue Entry"; var IsHandled: Boolean);

begin

        if JobQueueEntry."Job Queue Category Code" = 'PRINT' then

            JobQueueEntry."Report Output Type" := JobQueueEntry."Report Output Type"::Print;

end;


Based on that, I created a “PRINT” Job Queue Category and changed the Report Output Type before running the report.

 

Next, Navigate to the “Printer Management” page and set up an “Email Printer”.

https://learn.microsoft.com/en-us/dynamics365/business-central/admin-printer-setup-email

 

Enter your printer's E-Mail address as shown below.

 


Select the “Email printer” for the report you want to print on the “Printer Selection” page.

 


Create a “Job Queue Entry” as per your requirements.

NOTE: do not forget to set “Job Queue Category Code” as “PRINT”

 


You can ignore “Report Output Type” here as we change it via code.

Or you can create an action on the “Job Queue Entry” page to change it to "Print" as well.

When the Job Queue has successfully executed then an email will be sent to the printer's email address which will be taken care of.

 


 


 






What is E-Print?

https://www.hp.com/us-en/shop/tech-takes/what-is-hp-eprint

 

Thursday 30 November 2023

How to customize the #msdyn365bc theme for your organization


The organization theme takes center stage in the top navigation bar for all members within your organization. As administrators, you hold the power to craft multiple themes tailored to different segments of your organization, giving you the flexibility to curate unique experiences. This includes the ability to establish a default theme that universally applies or create up to four distinct group themes assignable to various Microsoft 365 groups.


Friday 6 October 2023

Business Central Error Dialog for Enhanced User Support - (BC23)

 

The AL language boasts a wealth of error handling features, empowering you to navigate unexpected situations that may arise during code execution. 🧩

When an error surfaces, Business Central's client steps in, displaying an error dialog to provide users with crucial information. πŸ–₯️

In our latest article, we dive deep into the various components of this error dialog. πŸ“š✨ Understanding them can significantly enhance your ability to assist users in resolving any challenges they may face. πŸ’ͺ


Beginning with version 22, the error dialog in Business Central has been structured into four distinct parts:

v  Title (Optional):

Ø  This is the first part of the error dialog and is optional. It typically provides a concise and descriptive title for the error message to give users a quick idea of the issue at hand.

v  Message Directed to the User:

Ø  This is where the main error message is displayed, providing information about the problem or issue that has occurred. It's directed towards the user and aims to communicate the nature of the error in a clear and user-friendly manner.

v  Copy Details Action:

Ø  This part includes an action called "Copy Details." When clicked, this action allows users to copy additional technical details related to the error. These details can be valuable when reporting the issue to support teams or developers for troubleshooting.

v  Yes or No Question on Message Helpfulness:

Ø  The final part of the error dialog asks the user a question, typically in a yes or no format, regarding whether the message was helpful. This feedback mechanism helps gauge the effectiveness of the error message in assisting users.

This structured approach to error dialogs enhances user experience by providing clear and informative error messages while also collecting user feedback on message effectiveness. Users can copy technical details for further analysis or reporting, contributing to more efficient issue resolution.

 

The following figure shows an example of a “Testfield” error in the 2023 release wave 1 and earlier.

 






We currently lack the 'Copy Details' option to provide developers or the support team with error-specific information.

In the event that we need to undo a change or clear an error, our recourse is to use the 'Refresh' action located at the top of the page.

Microsoft is in the process of making certain adjustments to the error message formula associated with "TestField" and “Table Relation” (and possibly implementing other improvements). These changes are aimed at achieving the above two key objectives.

 

The following figures show an example of a “Testfield” property validation error in the 2023 release wave 2

 

 



 

Similarly, Table Relation property validation error in the 2023 release wave 1 and earlier.

 



 

Table Relation property validation error in the 2023 release wave 2.

 


 

 


Information in the Copy details section for Testfield:

 

If requesting support, please provide the following details to help troubleshooting:

 

Status must be equal to 'Open'  in Sales Header: Document Type=Order, No.=S-ORD101009. Current value is 'Released'.

 

Internal session ID:

caefe5fb-a924-4319-a79f-4dad80b6f015

 

Application Insights session ID:

96603547-5ee6-490e-9bd8-0193b180559d

 

Client activity id:

db0ca273-fd67-4938-bbfb-e253c8ac2311

 

Time stamp on error:

2023-10-06T08:22:52.1061333Z

 

User telemetry id:

44e4051a-e928-42ee-a80a-5cb48df6ee8c

 

AL call stack:

"Sales Line"(Table 37).TestStatusOpen line 15 - Base Application by Microsoft

"Sales Line"(Table 37)."Quantity - OnValidate"(Trigger) line 16 - Base Application by Microsoft

 

Thursday 14 September 2023

Unlock Efficiency: Enhance Your Pages by Adding Existing Table Fields




Business Central already equips you with a rich toolbox to hide, show, or rearrange UI elements. 🧰 But that's not all! Microsoft taking it a step further by unlocking table fields. Now, administrators, department owners, and partner consultants can effortlessly add them to their pages without the need for code extensions. πŸ› ️πŸ”“

By adding existing table fields to your pages, you unlock the power of self-service, reduce time to value, and cut implementation costs. πŸš€πŸ’² Plus, it frees up valuable time for pro developers to focus on more strategic and rewarding projects. 🌟

Discover the true potential of Business Central customization and supercharge your SMB's growth! πŸ’ͺπŸ“ˆ

Tuesday 12 September 2023

Seamless Intercompany Transactions: Connecting Business Central Environments



In today's global business landscape, many companies operate across multiple entities and even different Business Central environments. Managing transactions between these entities can be complex and time-consuming. Fortunately, Business Central's Intercompany Postings feature simplifies this process, making it easier to handle accounting for multiple companies in various tenant environments, all while eliminating the need to manage files manually.

Here's a closer look at the key features and benefits of Intercompany Postings:

1. Seamless Setup of Intercompany Partnerships:

Setting up an intercompany partnership between companies operating in different Business Central environments is a breeze. On the Intercompany Partner Setup page, you can effortlessly select an environment you have access to and choose a company that you're authorized to set up as an intercompany partner in that environment. This streamlined setup process saves you time and minimizes complexity.

2. Efficient Transaction Handling:

Once you've established intercompany partnerships, you gain the ability to automatically send and receive transactions for partner companies, even if they are located in different Business Central environments. This means you can seamlessly process sales and purchase documents, intercompany general journals, and purchase invoice cost distributions, enhancing operational efficiency.

3. Comprehensive Intercompany Functionality:

Business Central's Intercompany Postings feature extends across environments, allowing you to leverage all intercompany capabilities, such as mapping accounts to an intercompany chart of accounts, handling dimensions, or managing items. This means transactions can flow smoothly and accurately, even when partners reside in different Business Central environments.

In summary, Business Central's Intercompany Postings feature empowers businesses to handle transactions effortlessly, whether they operate in a single environment or across multiple tenant environments. This streamlined approach simplifies accounting processes, saves time, and ensures accuracy, ultimately contributing to improved operational efficiency and financial management.

Stay tuned for more insights on how to make the most of Business Central's powerful features!


Monday 11 September 2023

Unlocking Mobile Potential: Streamlined Access and Navigation in Business Central mobile app.

 

In today's fast-paced world, the use of mobile phones and tablets to access Microsoft Dynamics 365 Business Central is rising. πŸ“ˆ

The power to swiftly locate pages and data on our mobile devices has ushered in a world of new possibilities for mobile scenarios. πŸŒπŸ’Ό

Whether it's checking real-time inventory from the warehouse floor or approving purchase orders while on the go, the convenience and accessibility of Business Central on mobile are transforming the way we work. πŸ’»πŸ“²

As the mobile landscape continues to evolve, it's essential to harness these capabilities to drive productivity and stay ahead in the digital era. πŸ’ͺ




Mastering Multitasking: Simplifying Tab Navigation for Efficient multitasking.

 

In Business Central, users can enhance their productivity by employing multiple browser tabs or windows to compare data, even across different companies or handle new tasks as they arise. However, the challenge arises when it becomes cumbersome to navigate across these open windows, especially when they all look the same.

In this latest update, Business Central offers a solution by introducing a clear and straightforward naming scheme for browser tabs and windows:

Context: The tab name on list, card, and document pages now mirrors the current record, page, or view, regardless of how you arrived there.

Readability: To enhance readability, the tab name has been streamlined, removing any extraneous information. This means no more lengthy product branding or redundant view/edit indicators cluttering your tabs.

Real-time Updates: The tab name is automatically updated as you navigate within the web client, ensuring it always reflects your current context.

Multi-Company Support: For users dealing with multiple companies, the company badge is now included in the tab name, providing a clear distinction.

This enhancement simplifies the user experience, making it easier than ever to switch between tasks and maintain context, ultimately boosting efficiency. Try it out and experience the difference!

 



 

The following table includes examples of browser tab naming:

 

Pattern

Example

Browser tab name

list page

Items list page

"Items"

list view

Open filtered view on Sales Orders list

"Sales Orders - Open"

single record

Item Card showing single record

"Item Card - 1896 ∙ ATHENS Desk"

setup pages

Sales and Inventory Forecast Setup page

"Sales and Inventory Forecast Setup"

draft records

Customer Card for new customer

"New - Customer card"

root URL

Business Manager Role Center home page

"Dynamics 365 Business Central"

profile override

URL includes ?profile=DISPATCHER

"Service Manager - Dynamics 365 Business Central"

 


Sunday 10 September 2023

Show related record details from lookup in D365 BC 23

 

In the past, accessing information about related records from lookup dialogs required multiple clicks. However, with the introduction of the 'Show details' action in lookup dialogs, you can now swiftly access details about related records on any page.

 

If you prefer to primarily use your keyboard, the shortcut key combination for the Show details action is Ctrl+Alt+Down arrow.




Saturday 9 September 2023

Customize field editability from UI in D365 BC 23


Business Central offers a powerful suite of user interface (UI) customization tools that empowers customers to quickly optimize the experience for individual users, for each role, or for the entire organization. Customers often ask their supporting partner to simplify how data is presented on a page, to improve readability and optimize data entry. Now, customers can self-serve by making fields non-editable directly in the UI, adding to the existing UI simplification capabilities such as hiding or moving fields on the page. And when you're leveraging Business Central's new capabilities to add existing table fields to a page, you can also make those specific fields editable, greatly reducing the time to value.

Sunday 3 September 2023

Copy Links when posting general journals #msdyn365bc


When you create a journal, you can add links that give context to its transactions. When you post the journal, Business Central copies the links to the posted journal and ledger entries the journal creates. For example, providing links can make life easier for your auditor. If you keep images of your expense receipts on your company's Sharepoint site, you can add links to the files. When you post the journal to submit your expenses, your auditor can quickly get to the receipt files.

Saturday 26 August 2023

Intercompany Transactions Automation #msdyn365bc



Consider using automation tools, such as Business Central's Intercompany Postings functionality, to streamline and automate the creation of intercompany transactions.

Sunday 16 July 2023

Mastering G-L Entry Descriptions in D365 Business Central

Welcome everyone! Today, we're going to talk about an important topic that affects every user of D365 Business Central: i.e., Descriptions in G-L Entry.

Now, you might be thinking, 'Descriptions? That sounds boring!' But trust me, accurate and detailed descriptions are crucial for keeping your financial records organized and up to date. Plus, they can help you avoid costly mistakes and make your life easier in the long run.


Why are G/L Entry Descriptions Important?

Accurate and detailed descriptions are crucial in G-L entry in D365 Business Central. They provide a clear understanding of the purpose and nature of each transaction, helping users track and analyze financial data effectively.

For example, imagine you have two transactions with the same amount: one is for office supplies, and the other is for travel expenses. Without proper descriptions, it would be difficult to differentiate between the two transactions and understand their impact on your company's finances. This could lead to confusion and errors in financial reporting.

 

How to Enter G/L Entry Descriptions?

When entering general journal lines on a page, the system fills in automatically the description field. This description will also be stored in the G/L entry after posting the journal. For a good audit trail, a more detailed description is desirable, when you post a journal line of type G/L Account.

To force the user to enter a more detailed description, it is possible to choose if the system must fill in automatically the description of the G/L account or leave the field blank.

If the Omit Default Descr. in Jnl. Field check box on the G/L Account Card page is checked, the system will not fill in the Description field for that G/L account when selected in a general journal line.

When posting the journal lines, the system will check if all the Description fields are filled in. If there is a blank description, an error message will appear.


 



Note: Leaving the description field blank and checking if all the description fields are filled in before posting, will only be done on the general journal pages in several application areas and on the local Cash Bank Giro pages

 

Best Practices for Writing Descriptions:

Use clear language when writing descriptions. Avoid using technical acronyms that may not be familiar to all users.

Include relevant information in the description, such as the purpose of the transaction or the account being used. This will help other users understand the context of the entry.

Consider the audience when writing descriptions. If the entry will be viewed by multiple users, make sure the description is understandable to everyone.

Be specific and provide enough detail to accurately describe the transaction.

Proofread descriptions before submitting them to ensure accuracy and clarity.

 


Monday 10 July 2023

Wednesday 24 May 2023

Company creation failed with error in the Cloud Migration Tool – Business Central 22

 

Problem: We encountered the following error while running the Cloud Migration tool on the BC22 version.


We got the below details from the “Copy details” of the above screenshot.

 


If requesting support, please provide the following details to help troubleshooting:

Company creation failed with error Sorry, the current permissions prevented the action. (TableData Company Insert: Base Application). Please fix this and re-run the Cloud Migration Setup wizard.

Internal session ID: 
94e97f8f-95ae-46a4-a7b6-98c79e7a7dc3

Application Insights session ID: 
1379aeac-c297-4b34-a0a5-1ae811dd898c

Client activity id: 
10d32b54-bd85-464c-a6df-355bc967b607

Time stamp on error: 
2023-05-23T10:32:24.1598995Z

AL call stack: 
"Hybrid Cloud Management"(CodeUnit 4001).VerifyCanStartReplication line 11 - Intelligent Cloud Base by Microsoft
"Cloud Migration Management"(Page 40063)."RunReplicationNow - OnAction"(Trigger) line 4 - Intelligent Cloud Base by Microsoft

 

The User has SUPER permission set assigned.

Solution: Please check if the BC license is assigned to the user from M365.

The above error was resolved after assigning a BC license to the user from M365 (Office).

 

Friday 17 March 2023

Easier to create #msdyn365bc opening balances for item tracked inventory


  • You can enable specific batches on the Item Journal page to let people enter serial, lot, and package data directly on journal lines.

Sunday 12 March 2023

AL Explorer and AL Home in #msdyn365bc Visual Studio Code AL extension


AL Explorer, Microsoft bringing a powerful tool to the hands of pro developers and technical consultants, allowing both roles to explore, navigate, and better understand objects in extensions, including object details, dependencies, and extension points, without looking at the code. This increases daily productivity for developers and allows technical consultants to understand high-level structures of extensions in order to specify new features, or even do light troubleshooting. View, search, and filter objects You can easily see an overview of all objects in a given app scope—for example, a whole workspace or selected project—and you can search in object names, and group objects by type. Go to source code For a selected object, you can quickly jump to source code, whether it's to develop, read, and understand it, or whether it's to add breakpoints as part of troubleshooting. Bookmark You can bookmark objects used frequently to easily filter a list of objects to only the bookmarked ones—for example, when navigating between those you currently work on. View extension points - events, APIs, and enums To ease creating extension points and to extend existing ones, AL Explorer also allows fast overview of all events and API pages as well as extensible enums that implement interfaces. AL Home Finally, the new AL Home startup page introduces a new communication channel, allowing Business Central R&D to efficiently share news, best practices, upcoming events, urgent information and status, learning content, and more to all users of the AL Visual Studio Code extension.

Monday 6 March 2023

Set up and sync #msdyn365bc master data across companies


Master data management is intended for scenarios where you want to move the setup in one company to another company in the same environment. It's also built as a data synchronization engine that lets you keep data in the companies synchronized after the initial move.

Saturday 4 March 2023

Provide Title and custom actions to #msdyn365bc Error dialogs


To help users get unblocked from issues when working with Business Central, we've introduced the capability to allow developers to unblock users when they encounter issues right away by choosing a corrective action. Making error messages more user-friendly helps build trust in Business Central while at the same time saving time in correcting common issues.

Friday 3 March 2023

Analyze, group, and pivot data on D365 Business Central 22 list pages



End users and data analysts can analyze data from list pages directly in the client without the need to open the page in Excel or run a report.

The ability to analyze data directly in list pages raises the bar for what you can do without having to switch applications, while still allowing customers and partners to do more in report objects, Excel, Power BI, or other data analysis applications.

Sunday 26 February 2023

Restore D365 Business Central deleted environments


Business Central comes with the promise of keeping your data safe and available to you. In the BC21.4 release, Microsoft gave environments a state of soft-deleted for seven days after you delete them. The same terms apply when the environment is scheduled for deletion after a trial has expired. During this time, admins can restore the deleted environment in the Business Central admin center.

Environments in the soft-deleted state are visible in the admin center. Admins can restore such an environment without having to involve Microsoft support. In earlier versions, we require urgent assistance from Microsoft support.

Friday 24 February 2023

Restore D365 Business Central Environments to a point in time


You can always restore your environments to any point in the past 28 days, even after an environment update. New optional settings will let you opt out of extension reinstallation or data cleanup.

Sunday 19 February 2023

Update Posted Documents in D365 Business Central


In D365 BC, Microsoft allows editing information in Posted Sales Invoice Documents. You can also add more fields on that page by developing a new extension as per the business requirement.

Sunday 29 January 2023

D365 Business Central - Register Customer Payments


Use the Register Customer Payments page balance internal accounts by using actual cash figures to ensure that payments are collected. You can quickly verify and post individual or lump-sum payments, process discounted payments, and find the unpaid documents. Payments for different customers that have different payment dates must be posted as individual payments. Payments for the same customer that have the same payment date can be posted as a lump-sum payment. Lump-sum payments are useful, for example, when a customer has made a single payment that covers multiple sales invoices.