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Business Central Control Add-In Object

The Business Central Control Add-In Object allows you to add custom functionality to Dynamics 365 Business Central. A control add-in is a custom control, or visual element, for revealing and modifying the data within an iframe or a page. For example, a control add-in can show the content of a webpage, visualize data as a chart or on a map, or host a custom web application. The add-ins can interchange data with the MS D365 server on different data types and can respond to user interaction to raise events that run the additional AL code. Business Central Control Add-In Object Properties 1. Control Add-in Properties In the control add-in definition, you must set the Scripts property to include scripts in the control add-in. The scripts could be local files in the package or references to the ...

MS Dynamics 365 F&O Testing Services Using SoapUI

This article explains about Dynamics 365 F&O Testing Services Using SoapUI. SoapUI is an open source web service testing application for the representational state transfers and service oriented architectures. MS Dynamics 365 F&O Testing Services Using SoapUI functionality covers web service inspection, invoking, development, simulation and mocking, functional testing, load and compliance testing. Dynamics 365 F&O Testing Services Using SoapUI can test SOAP and REST web services, JMS, AMF, as well as make any HTTP(S) and JDBC calls. It is used for functional and non-functional testing, widely used in WebServices testing. Register a Web Application with AAD Before any clients can communicate with the services, they must be registered in AAD. These steps will help you register an...

Customer Engagement Apps (online) to Exchange Server

Applies to MS D365 for Customer Engagement apps version 9.x. With Dynamics 365 for Customer Engagement apps version 9.0, you can connect your Customer Engagement Apps (online) to Exchange Server (on-premises). Prerequisites Exchange Server The following versions are supported: Exchange Server 2010 SP3, Exchange Server 2013 SP1, or Exchange Server 2016. Authentication During installation, Exchange configures Internet Information Services (IIS). To attach Customer Engagement Apps (online) to Exchange Server, Windows (NTLM) or Basic authentication must be allowed in Exchange Server. When configuring Windows (NTLM) authentication, ensure Basic authentication is disabled on Exchange server. ApplicationImpersonation role You need to create and configure a service account with the ApplicationImpe...

Business Central Report Design Overview

Microsoft Dynamics 365 Business Central Report Design are used to print or display information from a database. You can utilize a report to structure and summarize information and to print documents, such as sales quotes and invoices. Creating a report consists of two primary tasks the initial task is to generate the underlying data model and the following is to define the visual layout that displays the data. The report object describes the underlying data model and states which database tables and fields to pull data from. When the report is executed, that data is displayed in a particularized layout the visual layout, which determines the content and format of a report when it is viewed and printed. You build the layout of a report by organizing the data items and columns and specifying...

Unpublishing and Uninstalling Extensions in D365

Similar to the process for making an extension accessible to tenant users, there are also three operations or tasks, related to the removal of an extension: Unpublishing and Uninstalling Extensions in D365 and synchronizing (in clean mode). Each operation provides a different level of removal. Uninstalling an Extension Done on the tenant level for a specific extension version. Disables the extension on the tenant making it unavailable to the users in the client and deleting any user interface that the extension provides. Does not affect the business data in the tenant, modify SQL or run any user code. Data that has been collected through the use of the extension is preserved. As long as the extension has not been unpublished, it can be reinstalled and the data is still available. For examp...

Business Central Optical Character Recognition

From the PDF or image files that you acquire from your partners, you can possess an external Business Central Optical Character Recognition service that creates electronic documents that can be converted to document records. For example, when you receive an invoice in PDF format from your vendor, you can send it to the OCR service from the Incoming Documents page. This is explained in the first procedure. As a substitute to sending the file from the Incoming Documents page, you can send the file to the OCR service by email. Once, you receive the electronic document back, a related incoming document record is created automatically. This is explained in the second procedure. After a few seconds, you receive the file back from the OCR service as an electronic invoice that can be converted to ...

Dynamics 365 Business Central Job Setup

As a project manager, you can setup jobs that describe every projects that you manage in Business Central. On the Dynamics 365 Business Central Job Setup page, you must specify how you want to use certain job features. For each Dynamics 365 Business Central Job Setup, you then specify individual job cards with information about prices for job items, job resources, and job G/L accounts, and you must set up job posting groups. Dynamics 365 Business Central Job Setup Process 1. To Set General Information for Jobs Choose the search icon, enter Jobs Setup, and then choose the related link. Fill in the fields as necessary. Hover over a field to read a short description. The impact of the Apply Usage Link by Default field is rather complex and is therefore explained in the following section. Dyna...

MS Dynamics 365 Business Central Workflows Users

Before you can create MS Dynamics 365 Business Central Workflows Users, you must setup the users who take part in the workflows. This is required, for example, to specify who will receive a notification to act on a workflow step. On the Workflow User Group page, you setup users under workflow user groups and you describe the users number in a sequence, such as an approver chain. Dynamics 365 Business Central Workflows Users that work as approval users, both approval requesters and approvers, should also be setup on the Approval User Setup page. Setup approvers in a hierarchy to explain that an approval request is not sanctioned till multiple approvers in an approval chain have approved it. For type Approver, set approvers up on the Approval User Setup page. For type approver, Workflow User...

MS Dynamics 365 for Phones and Tablets User Guide

Use the Dynamics 365 for Phones and Tablets apps for your sales, customer service, field service, and other tasks when you’re on the go. With one download from your app store, you will automatically have access to all the apps you need for your role. You will see apps with the new Unified Interface on your mobile device. Microsoft Dynamics 365 for Phones and Tablets User Guide 1. Signing in and Signing out (for iOS Users) Sign in to the Dynamics 365 mobile app quickly using your work email address or Customer Engagement app web address. Sign in with your email address To sign in using your work email address, enter your email address, and then select next. When you sign in, you see a list of apps that you have access to. If you have access to multiple organizations, you see all the a...

Dynamics 365 for Customer Engagement Apps

Dynamics 365 for Customer Engagement Apps are role-based business apps so organizations can start with what they need to run their business and then grow at their own pace. These apps are simple and intuitive, and make it easier for users to quickly find the things they need to do every day. Based on the your security role and on licensing option that your organization has chosen, you may see one or more of the following apps on your landing page: Sales Customer Service Field Service Project Service Automation Dynamics 365 for Customer Engagement Apps Features 1. Gain Insights of your Activities with Relationship Assistant The relationship assistant is designed to convey the most important and relevant information in relation to what you are doing right now. The assistant works by interpre...

Set Up and Deploy On-premises Environments for PU 12

This article describes how to Set Up and Deploy On-premises Environments for PU 12. It gives a detailed structure of how to plan your deployment, set up the infrastructure and deploy Microsoft Dynamics 365 for Finance and Operations (On-premises) with Platform Update 12 (PU 12) and later. This applies only to deploying On-premises Environments on Platform update 12 and later. Finance and Operations bits are distributed through Microsoft Dynamics Life Cycle Services (LCS). Before deploying, you must purchase the license keys through the Enterprise Agreements channel and set up an on-premises project in LCS. Deployments can be initiated only through LCS. Set Up and Deploy On-premises Environments for PU 12 Components The Finance and Operations application consists of three main components: A...

On-premises Environments Platform Update 12 – Part 2

This article is a continuation of Set Up and Deploy On-premises Environments for Platform Update 12 (PU 12). The on-premises option utilizes the MS D365 Finance and Operations cloud components running on-premises using the Microsoft Azure Server Service Fabric standalone clusters. Service Fabric is the next generation Microsoft middle ware platform for building and managing the enterprise class high scale applications. Service Fabric standalone clusters can be deployed on any computer that is running Windows Server. On-premises Environments for Platform Update 12 Steps (continued) 5. Join VMs to the Domain Join each VM to the domain by completing the steps in the Join a Computer to a Domain document. Alternatively, for On-premises Environments for Platform Update 12 use the following Windo...

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