How to add or Remove columns in Dynamics 365 Business Central

How to add or Remove columns in Dynamics 365 Business Central

Hai Guys , Today we are going to learn how to add or remove columns from Dynamics 365 Business Central.

   In Dynamics Navision till NAV 2018 versions , if we are enable the user personalization in user profiles option the user can add / remove columns easily by clicking right clicking on page or list. But from Dynamics 365 Business central onwards Microsoft had changed these options.

   If user want to add / remove column from the page / list firstly they need to enable the Personalize process option like debugger option. once the personalize is completed then he need to click the option on Done process, then only the page can be viewed with the effective selected columns.

So now in this blog we can see how to add / remove columns in Step by step process.

Step 1 : -    

• Login in to the Dynamics 365 business central with the user id and Password.
• Then open any page like Items as shown in below screen

Step 2 : - 

• Click the settings option on Business central Options --  Personalize.

Step 3 :-      

• After clicking on personalize the design process will be activated like below screen.
• Then click on option field then you are able to See the screen with add field page.  

Step 4: -

• From the Add Field to Page select and Drag the column whatever you wanted on to the item list Page(Here i am adding the Costing method Column).
• After that if you want to move the column then you need to click and drag where you want to place by using the move option.

Step 5: -

• After Drag the Column then click on Done option. or if you want to remove the personalisation then click on Clear Personalization option.

Step 6: -

• If you want to hide the column then you need to click on Hide option then that column gets hide from that page.

Like this process we can add or remove columns from that Dynamics 365 Business Central Page.

Thanks 

RamakrishnaReddy Y

How to enable outlook add in to your Dynamics 365 Business Central

How to Enable Outlook add in  to your Dynamics 365 Business Central

   Hello Guys, Today we are going to learn how to enable Outlook add-in to your dynamics 365 Business  central.

   Now a days everyone Wants upgraded to Dynamics 365 business central, why means with the Dynamics 365 Microsoft is providing multiple options and Enhancements to the users for reducing the Work and effective business processes. In this way Microsoft had released the Business Edition and Enterprise Edition.

  Now we are going to discuss about the Business Edition that is called Dynamics 365 Business Central. 

   In Dynamics 365 BC there is so many features are there, in that we will learn how to enable Outlook addt in to Dynamics 365 BC.

  If users need to send the mail the Sales Quotes,sales invoices,Purchase Orders and etc to the Vendors and Customers. For this user need to logon his navision and Extract the Document and send it from Nav Application.

   But if user is enables the Outlook add on option in Dynamics 365, he can easily send the order documents to the customers and Vendors, as well as he can able to create the Invoices from Outlook itself and he can able to see the Documents.

   If we are enable this option we can identify 2 icons in Outlook .

1) Document View

2) Orders Document Creation

   Now we will see how to setup the Outlook 

Step 1 :-  Login into Dynamics 365 Business central 

Step 2 :- Select the option of Setup & Extensions --> Assisted Setup

                               

Step 3 :-  Select the setup your business inbox in outlook . Need to click on Start Setup.

Step 4 :-  

• After Clicking Start setup option then that setup will open in Separate window with the name of Office Add-in Setup. 
• Then Click on Next Option.

Step 5: - 

• After Clicking on Next it will ask the setup like , you want to setup this for your organization or for your mail box.
• If you want only this option then you need to select the option of My mail Box.
  

Step 6: - 

• After clicking on next it will ask the option do you need to receive a sample message to evaluate Add-ins.
• If you want receive message then you need to enable this option or else ignore it.
  

Step 7: - After clicking an Option Next it will show the finish Dialog box. Then Setup status automatically changed to completed.

After completing the setup status will change to completed like below.

    Then Open the Outlook then you can able to see the 2 options in Compose mail.

with option 1: - you can create orders, invoice and post it from outlook

Option 2: you can View the documents and Forwarded to Vendor/Customers

So like this we can enable the Outlook addin option to Dynamics 365 Business central.

LS Nav on Business Central : Replenishment tools, control in the kitchen, and the LS Nav POS

 LS Nav on Business Central : Replenishment tools, control in the kitchen, and the LS Nav POS

          LS Nav on Business Central was released on November 19, 2018. This is the first version of LS Nav built on Microsoft Dynamics 365 Business Central, Microsoft’s newest ERP offering for small and medium businesses. Business Central was released in October 2018 in selected geographies.

LS Nav on Business Central (LS Nav version 13.0) can be deployed on-premises or in a private cloud, and it is available under a prepaid or a subscription license.

Moving from the Windows POS to the LS Nav POS (web version)

     Microsoft has recently announced that the Windows POS client will be discontinued by the year 2020, to be replaced by the web client. Microsoft has been investing heavily in this transition, and suggests that all partners go the same route.

At LS Retail, we are well prepared for this change. For the past few years, we have been investing on the LS Nav POS (web version), formerly known as the web POS, as our future Point of Sale. The LS Nav POS is built on HTML, runs in a browser, and can be used with any operating system.

The LS Nav POS offers all the features, and the same structure, that were present in the Windows POS. On top of that, it also gives connectivity to the cloud. This means you will be able to run it as a standalone POS, as a POS with store servers, or online, connected to the cloud.

Although LS Nav on Business Central (on-premises implementation) still offers the option to use the Windows POS, we encourage all our partners and customers to get acquainted with the LS Nav POS, and experience its benefits in person.

Optimize stock availability

In this release, we have added more stock management tools, to help you improve item availability and reduce overstock.

Optimal replenishment during an item’s entire lifecycle

An item’s sales behavior might change during its lifecycle. This affects the replenishment strategies required to optimize stock availability and inventory value.

In this release, we have added a new feature to make the maintenance of inventory data easier, simpler and much faster.

Lifecycle Curves for items have been extended, enabling you to define different replenishment methods during the item’s life. A Lifecycle Curve describes a sales pattern for defined periods (days, weeks, months), where the distribution can be calculated from historical sales data.

This new feature enables you to:

• Define multiple Lifecycle Curves and assign them to items.
• Assign Replenishment Data Profiles to individual Lifecycle Curve periods.
  For example:
  • Period 1: Start with replenishment method “Manual Estimate”.
    As there is no sales history, demand is calculated based on estimates.
  • Period 2: Switch to replenishment method “Average Usage”.
    Calculate the demand based on sales history and seasonality.
  • Last period: Switch to replenishment method “Stock Levels”.
    Calculate demand based on minimum and maximum stock to avoid overstocking at the end of the item’s lifecycle.
  • After last period: Remove replenishment method.
    The items are not actively replenished to the stores anymore.

An LS Nav Scheduler job periodically revisits the defined rules, and automatically switches the replenishment strategy for the assigned items.

The right variants in each and every location

Customers’ sizes and preferences for specific colors and styles may vary between regions, and even between individual stores.

In LS Nav for Business Central, as in LS Nav 2018, you can use variant weights and patterns to set up the best mix of sizes, colors, or any other variant dimension to cater to your customers’ demands. In this release, we also introduce the possibility to calculate the right proportion between different sizes, colors and other dimensions using historical sales data. This enables you to reduce your overstocking and out-of-stocks by delivering the items in the exact variants your customers want in each of your locations.

Get better control in your kitchen

We have introduced new Kitchen Display System (KDS) functionality to help you achieve better control and more flexibility in your kitchen.

Personalized overview of items on the display screens

A new aggregate pane enables users to personalize their view of the KDS, and get a better overview of upcoming items on the kitchen display. This means it’s now easier for food service businesses to adapt the KDS to their kitchen processes.

Clearer overview of Kitchen Order Tickets (KOT)

If a KOT needs to be resent to kitchen, you can now send it straight to the KDS printers. The KOT will be printed out at all relevant printer stations, with a notification stating that this is a copy of a previous order. This means it’s now easier to resend orders, while making sure that the kitchen staff knows it is a resend, and not a new order.

Fallback tools to keep you going during rush hour

You can now set up a fallback KDS printer. If there is an error at a printing station (for example, you are out of paper or ink), then the Kitchen Service will automatically send the order to the fallback station assigned to that printer. This enables you to go on with service, without having to worry about your tech needs during rush hour.

Technical changes

Easier switch between hardware profiles in LS Nav

You can now easily switch between hardware profiles when running the LS Nav POS (web version) in the LS Nav App. All you need to do is scan a QR code with the camera scan functionality in your mobile device. Different QR codes identify different hardware profiles.

This functionality can be very useful for fast and efficient in-store service. For instance, a salesperson could use it to quickly print a document at the nearest printing station while walking through the store with a customer.

You can also now use the camera in your mobile device to scan a barcode in the LS Nav App.

More options for printing

We have improved the options for printing.

The Windows POS can now use any printer that is connected to a Hardware station.

A new Zebra printer library has been added to the LS Nav App (Android version), which now supports more Zebra printers than ever before.

The LS Nav POS is now PayEx and AltaPay certified

The LS Nav POS payment connection through LS Pay in the Hardware Station has now been certified by both PayEx and AltaPay for the Ingenico iPP 350 payment terminal.

Regards

RamakrishnaReddy Y

Cumulative Update 1 for Microsoft Dynamics 365 Business Central

Cumulative Update 1 for Microsoft Dynamics 365 Business Central

Microsoft had released the Cumulative update 1 for Microsoft Dynamics 365 Business Central on 19th November 2018 with the 19 localisations and one W1 version.

Microsoft released the Dynamics BC Version 12.0.25767 with the below localizations.

Click the Below link for downloading the Microsoft Dynamics Business central 

CU1 for Microsoft Business Central  

Below are the Operating Systems that can be supported for Microsoft Dynamics 365 Business Central

Windows 10 , Windows 8.1, Windows Server 2012 Essentials, Windows Server 2012 R2 Essentials , Windows Server 2012 R2 Standard , Windows Server 2012 Standard

• Requirements can be found on Below URL
• 
  
• Requirements Download

For installing this update please find the Below link

Install steps

Microsoft Dynamics Navision Implementation Life cycle

Microsoft Dynamics Navision Implementation Life cycle for Consultants.

This blog is written for basic understanding of ERP implementation and what are the steps are involved and Better understanding for users of ERP.

For implementing all Microsoft ERP's as a Microsoft consultant's we need to use the Methodology called Microsoft Dynamics Sure step Methodology.

This Step Methodology can support for all Microsoft related ERP's like AX, NAV, GP, SL.

In this methodology we can implement the ERP in Different Phases. 

Generally in Each and every development we are using the Software Development Life cycle(SDLC). and the below phases are included

1) Requirement

2) Analysis

3) Design 

4) Development

5) Testing 

6) User Training 

7) Implementation 

8) Post Go-live Support 

The same phases are available in Microsoft Dynamics sure step Methodology. That we are going in detailed phase. Like Below Phases mentioned from Business process study to Post implementation Support.

Business Process Study 

Pre-Implementation Training

Requirement Analysis:-

GAP Analysis

BMR (Business Mapping Report)

Project Plan

Installation of Software

Customization of Forms & Reports

Migration of Historical Data

Design of Routines & Workarounds

Setup & Configuration

Testing Environment

End-User Training

System Walk-Through

Go Live

Post Implementation Support

Regards

RamakrishnaReddy Y

How to change VAT Product posting group and GEN Prod posting group In Navision for all Master tables like Item, sales Orders, Purchase orders, Service orders and General journal lines with one click with out creating any external reports.

How to change VAT Product posting group and GEN Prod posting group In Navision for all Master tables like Item, sales Orders, Purchase orders, Service orders and General journal lines with one click with out creating any external reports.

Step 1: -

     Open the VAT rate change setup tool By using below link

CRONUS International Ltd./Departments/Financial Management/Setup/VAT Rate Change

Fig-1

Click on VAT Rate change Setup option it will open below Screen

Fig-2

Step 2:-

è In this step we need decide which one we need to convert either VAT product posting group or Gen Product Posting group

è Let us take VAT product posting Group

o   In that need to click on VAT prod posting group conversion as their in Fig.2 then it will appears below screen.

Fig-3

o   Then we need to select from code and to code(Ex: From VAT 25 to VAT 10 as shown in Above Figure), then click on OK.

Step 3: -

è In this Step we need to select where we want to change the VAT setup like in Master data, Journals or documents.

è Their we can identify 4 options for each and every setup.

o   Vat Prod.posting group: - if we want to change only VAT prod Posting group we can click on this option.

o   Gen Prod Posting group: - if we want to change only Gen prod Posting group then we can click on this option.

o   Both: - That change needs to apply on both then we need to select on both

o   No: - If we don’t want to apply any where then we need to select he option NO.

Fig-4

 

è Here we can filter particular G/Ls and Particular items also by using the account filter and Item filter Option.

Step 4: - 

è In this step need to select the option perform conversion.

è Then Click on Convert button as shown in below screen.

                     

Fig-5

     

    Step 5: -

While updating it will shows below screen like what are the tables the changes are happening.

                                   

Fig-6

Then we can check which documents and which items and G/l Accounts are updated by using the option in VAT Rate change Log entries.

The vat rate Change log entires is shown like below

Fig-7

 Once the VAT rate changes are completed then VAT rate change tool completed status automatically getting true. Like below

Fig-8