Skip to main content


Showing posts with the label Microsoft Dynamics NAV

How Optimizing Microsoft Dynamics NAV / Business Central Can Save You From Trouble.

Problem Statement: After my client's implementation in NAV, the system was working smooth and flawlessly. An important  issue was that the client couldn't close their books due to the change in Business Processes and even the customization was evolving as per the changing Business Process. This lead to serious slowing down of the system, filtering and finding records was a pain. When all the options ran out, we default to calling the Microsoft Support for help! They suggested upgrading the NAV CU versions which was way painful as all the data needed to migrate and again the system would face a downtime which my client couldn't afford!! Out of nowhere we were suggested reindexing the tables in NAV which were impacted the most as a periodic activity. Pre-requisites: Microsoft SQL Server Management Studio (SSMS) Microsoft Dynamics NAV Understanding of SQL Understanding of NAV Server Instance  Reference:

Suggest Vendor Payments feature in Payment Journal - Business Central

Introduction: In this blog, I will be attempting to highlight on Suggest Vendor Payment functionality in Payment Journals. Pre-requisites: Microsoft Dynamics Business Central Microsoft Dynamics NAV Demonstration: Last Payment Date: This date is the latest date which can be appeared on Vendor Ledger Entries for making the Payment. Entries that have Due Date or Discount Date before the Last Payment Date will be included in Suggest functionality. Last Payment Date Find Payment Discounts: Find all the Payments which will have discounts. If this field is TRUE then Suggest Vendor Payment functionality will include Payments with Discounts as well as Payments without Discounts. Find Payment Discounts Use Vendor Priority: While making payments, if you want to prepare the entries priority wise, then you will need to set the priority of Vendor under the Payments section. Use Vendor Priority Priority field in Payment Section in Vendor Card By default, the priorit

How Item Substitution In NAV / Business Central Can Ease Your Pain.

Introduction: Most of the businesses have the requirements of Item Substitution. What this means in business terms is that, if the item to be sold is not available then you can sell a different or substitute item instead of that item. There are few conditions based upon which we can decide whether we can do item substitution or not. Let us see and learn Item substitution in detail. Pre-requisites: Microsoft Dynamics NAV / Business Central Demonstration: Item Substitution The use case for Item Substitution would be that a Customer wants to have a conference room Chairs & Table Set within 3 days. The Customer likes the Product and selects it. But, generally, manufacturing & assembly takes over a week and we do not keep the Stock. We produce the set as an when needed. Goto Items > Select Tall Tiles as the Layout. We will be substituting Items as shown in the screenshot. 1. Setting Up Item substitution: Goto Items > Select Item which will

How Business Central Modern Client Reverse Compatibility With NAV Can Help You Improve Your Work.

Introduction: Today, I was playing around with Business Central Modern Client (Windows App). Out of curiosity I was trying to login to one of my NAV 2017 through SSO. Pre-requisites: Microsoft Dynamics NAV with SSO configured Microsoft Dynamics Business Central Demonstration: 1. Business Central App - Main Page: Business Central Modern Client - Main Page Clicking on locally hosted service and putting in the credentials configured for NAV 2017 SSO, we get. Business Central trying to Log In into NAV Still skeptical when Business Central login into NAV. 2. Business Central App - Reverse compatible with NAV 2017: NAV in Business Central Modern App Well well well... Look whose here. NAV disguised as  Dynamics 365 for Financials. I think we all agree that Business Central Modern Client is a WebApp version of Busines Central Online. Basically just like browser in an App. The difference is that it can connect to NAV as it is just like a browser. 3. Doe

How to sync your Contacts to Business Central using Microsoft Flow

Introduction: Contacts are important part of our network for our day to day communication. Although even if we need it everyday, there is also a need for them to be integrated directly into Business Central. Well, it started from a community question and seems like Microsoft Flow is the fastest and the easiest method to resolve this issue. Pre-requisites: Microsoft Dynamics Business Central Microsoft Flow. References: Microsoft Flow's standard ' Daily copy all Outlook contacts to Google Contacts ' Flow. Solution: 1. Creation of Web Services for Contact: Creating the Web Service Goto Webservices > New > Fill the Type as Page and ID as 5050. > Give the Webservice Name > Publish. 2. Creation of Microsoft Flow to move you E-mail contacts to Business Central : Using the 'Daily copy all Outlook contacts to Google Contacts' flow, you can modify the flow to integrate Contacts into Business Central. Removing the add Contact to Google Contac

Performing Bank Account Reconciliation in D365 Business Central

Introduction: In Microsoft Dynamics Business Central Bank Account Reconciliation is relatively easier task. You can make use of Suggest Vendor Payments or make use of Bank Reconciliation Statement file from the Bank to verify payments. Pre-requisites: Microsoft Dynamics Business Central Demonstration: 1. Creation of Bank Account Reconciliation: Click on New > Select the Bank to create the Bank Account Reconciliation Card Creation of Bank Account Reconciliation  Bank Account Reconciliation 2. Bank Account Reconciliation using Suggest Lines: Select Process > Suggest Lines > Fill in the required details to filter suggestions Suggest Lines Criteria Note: When you use Suggest Lines, the lines are suggested from Bank Account Ledger Entries. Thus Bank Account Ledger Entries and Payment Journal is reconciled 3. Bank Account Reconciliation using Bank Reconciliation Statement File: 4. Reconciling / Matching: i. Filtering the NonMatched using S