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.