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CRM Integration

CRM Integration how to: Customize Status/State for CRM Invoice

CRM Integration how to: Customize Status/State for CRM Invoice See all articles in CRM Integration | MSDyn365 Business Central – Tom Kapitan (kepty.cz) category to get max from the OOTB and custom integration. I have asked Microsoft to extend the base app to allow partners to customize CRM Invoice statuses. And new publishers are already available in

3 min read
Data

Use Transformation Rules to lower the costs of BC Telemetry

Telemetry is one of the most important tools for any partner to see what’s happening in Business Central. However, unmanaged telemetry (or analytics) workspace costs could be huge. To lower the cost, you just need to spend some time configuring relevant signals you want to use and signals that should be ignored/suppressed. Important update 15.10.2023

5 min read
CRM Integration

CRM Integration: Add a custom field to the existing CRM table

In the past weeks, I got a few questions about Microsoft Dynamics 365 Sales and Business Central Integration. I did some integration projects in past, but I also have experience with a heavily customized solution from this year. As a lot of questions were about how to extend the integration (and I agree that it’s

4 min read
AL Language

AL Extensions: Replace Document Attachment

I have published a new simple, open-source extension that allows replacing existing document attachments in all master entities as well as in open documents. The source code as well as the app file that can be installed in your environment is available on my GitHub using this link: TKapitan/AL-Example-ReplaceDocAttachment: AL Example – How to replace

1 min read
AL Language

Clean up your copied environments

One of the most important things every developer should handle is to clean up the environment when the environment (or a company) is copied. Especially if the environment is managed directly by a client and they can create new copies anytime. Similarly, for copied companies. How to do this? It’s really easy. Microsoft is already

2 min read
Administration

Business Central Admin Center, part 4 (Copy, Restore, Rename, Delete)

This is the fourth part of my series about the Business Central Admin Center. Previous parts: Next parts: Top menu: Copy The action that I use the most often. Copy allows you to create a new environment from the existing one – for example, new sandbox from your production environment. It is really simple –

3 min read
AL Language

7 git commands you should know

For many years, developers in C/AL did not need to know anything about Git or other versioning tools. That has changed with Business Central, or more specifically with AL Language. Today, we will look at the most important (and basic) git commands any developer should know. These commands are usually quicker and more professional than

5 min read
Administration

Business Central Admin Center, part 3 (Update Settings)

This is the third part of my series about the Business Central Admin Center. Previous parts: Next parts: The previous article described “Apps”, “Sessions”, “Database”, and “Support” actions. In this episode, I will look at the “Update Settings” actions available in the Business Central Admin Center on the environment details page. Environment details Let’s look

3 min read
AL Language

How to define the source for item reservations?

It’s not uncommon to have a customer’s request to limit from which source items could be reserved. For example, customers may not want to reserve items from return orders. How can we achieve this goal? It’s really simple. All the magic is done in the procedure SetValueArray(…) in codeunit 99000845 “Reservation Management”. As we are

3 min read