DynamicPower101

HOW TO ADD USERS IN BUSINESS CENTRAL

noreply@blogger.com (Ankit Shah) — Mon, 10 Jan 2022 12:18:00 +0000

BUSINESS CENTRAL USER:

In Business Central Online, users are added through the Microsoft 365 admin center. Once users are created in Microsoft 365, they can be imported into the Users section in Business Central. To create a new user in Business Central Online/cloud you must first create a user in AAD (Azure Active Directory) and assign a Business Central license to this user.

Below image show list of users in Business central, to open this user page click on search icon and search by users.

ADD USER:

As an Office 365 administrator, browse https://www.office.com and you’ll have access to the Office365 Admin Center.

In admin center click on Active users on admin center page, below image display list of active users in office 365.

To add a new user, click on Add a user action on active user page.

Fill in the basic user information section:

ASSIGNING A LICENSE TO A USER:

After selecting Next, assign the Business Central license to that user (Dynamics 365 Business central for IWs.

In below screen you can assign role also, this role is use for Office365 Admin center, so select User (no admin center access).

Once you click on Next button, you will see below screen with all information regarding that newly created user.

ADD USER IN DYNAMICS 365 BUSINESS CENTRAL ONLINE:

Once the user has an Azure Active Directory account with a Business Central license assigned, we can add the user to Dynamics 365 Business Central Cloud via the Users page:

To add new user in Business central click on Get New user from office 365 Action on user page.

Now you can see new user added in Business Central.

HOW TO SETUP FIELD MONITORING IN BUSINESS CENTRAL

noreply@blogger.com (Ankit Shah) — Fri, 07 Jan 2022 15:34:00 +0000

FIELD MONITORING

You can now define a list of fields that contain high-risk and business-critical data that you want to be notified about when they are changed.

FIELD MONITORING SETUP:

Filed monitoring setup page you can set notification recipient when field value is changed.

MONITORED FIELDS WORKSHEET:

You can enter Monitored Fields Worksheet in tell me, and then choose the related link.

Add tables and fields you want to monitor, and mark Notify as ‘Yes’.

To add new filed click on ADD fields action on monitored field worksheet page.

MONITOR FIELD LOG ENTRIES:

You can view the log of Field Monitoring Setup and Monitoring Fields on Monitored Field Log Entries page.

HOW TO SOLVE APPROVAL WORKFLOW ERROR IN BUSINESS CENTRAL

noreply@blogger.com (Ankit Shah) — Fri, 07 Jan 2022 15:05:00 +0000

APPROVAL WORKFLOW ERROR

ERROR 1:

“The Document can only be released when the approval process is completed.”

SOLUTIONS:

The status of the approval entry is updated from Created to Open. When you send approval request status updated from Open to Pending Approval and remains locked for processing until all approvers have approved the record.

When the approver has approved the record, the status changes to Released. You can then continue your tasks with the record.

ERROR 2:

When you try to post document without approving it gives below error.

“You cannot use Sales Header: Order, S-ORD101023 for this action. The restriction was imposed by the MS-SOAPW-01 workflow, Sales Order Approval Workflow”

SOLUTIONS:

To solve this error you must send approval request, after approve record you can post document.

HOW TO DO BUSINESS CENTRAL USER PERSONLIZATION

noreply@blogger.com (Ankit Shah) — Fri, 07 Jan 2022 15:02:00 +0000

PERSONALIZATION:

You can personalize your workspace to suit your work and preferences by changing pages so that they display only the information you need, where you need it. The personalization changes that you make will only affect what you see, not what other users see.

You can personalize all types of pages, including the Role Center page.

Depending on the type of page and what it includes, you can make various changes, such as move or hide fields, columns, actions, and entire parts, and add new fields.

Below screen shot display if you want to add filed in sales order page click on personalize action as show in image.

ADD FIELD:

To add a field, choose the + Field action. From the Add Field to Page pane, drag and drop a field into the desired position on the page.

MOVE AND HIDE FIELD:

To Hide and Move filed click on filed name as shown in below image.

REMOVE AND MOVE ACTION:

Click on Action tab and select action as shown in below image to hide and move action.

HOW TO BOOKMARK IN BUSINESS CENTRAL

noreply@blogger.com (Ankit Shah) — Fri, 07 Jan 2022 14:46:00 +0000

BOOKMARK A PAGE OR REPORT ON YOUR ROLE CENTER:

Using the bookmark icon, you can add an action that opens a page or report from the navigation menu of your Role Center. Bookmarks allow you to quickly reach your favorite content or business tasks. You add the bookmark from the target page or report, meaning the screen that you want the link on the Role Center to open.

The bookmark icon is shown in the top-right corner of a page and in the Tell Me window where you can efficiently bookmark multiple pages or reports. If a bookmark already exists for the page, then the icon is dark, and the tooltip says "Bookmarked".

Example

Below screen shot of Role center page and I want bookmark sales order page.

Open the sales order page and select icon shown in below image.

Now all bookmarks will show in role center page.

D365 Business Central Tech Series- Setup VS code and Deploy Extension

noreply@blogger.com (Ankit Shah) — Fri, 19 Mar 2021 12:18:00 +0000

D365 Business Central Tech Series

Welcome to DynamicPower101 Club, We have Started Dynamics 365 Business Central Technical Series, in this event our topic is "Getting Started with AL Language".

Topics:-

#1 "How to Setup Visual Studio Code? "
-->How to Download?"
--> How to Installed mandatory Extension for development.

#2 "How to connect Visual Studio Code with Business Central?"
-->How to Download the symbols to connect business central with visual studio for development purpose.

#3 "Which are the files mandatory for Develop a project?"
--> launch.json
-->app.json"

#4 "How we can store information of Extension?"
-->Name
-->App ID
-->Version of app."

#5 "How to publish extension to the environment?"
--->Manually and Directly from Visual Studio Code.
--->Deployment Status"

D365 Technical Series, Event#1

#DynamicPower101 #PowerPlatform101 #DynamicPowerGujGuru #Dynamic365GujGuru

D365/PowerApps:- How to Connect Business Central with PowerApps

noreply@blogger.com (Ankit Shah) — Thu, 17 Dec 2020 15:30:00 +0000

Hello Techies/Readers,

This blog will teach you How to connect Business Central Data in Power Apps.

Check below step by step process.

Step 1:-

Go to the home.dynamics.com and then Open PowerApps.

Step 2:-

Now as you can see in below image, we are on the home page of PowerApps, if you have good knowledge of PowerApps then you can directly create PowerApps by clicking on the options under "Make Your Own App" and if you are beginner then skip this step and follow Step 3.

Step 3:-

If you want to connect your data with in-built Microsoft provided sample app then choose "Other Data Sources".

Step 4:-

Now click on + New Connection and select "Business Central".

Step 5:-

As you can see in below image, we have created connection with business central, now PowerApps asking us to choose the Environment (Data Set).

Step 6:-

After selecting the environment PowerApps asking us to choose entity to create demo app. For this example, we have chosen vendors Entity/Table.

That's it, we are done with our first sample app, now see how it looks like.

Output:

As you can see in below image, PowerApps created one demo application for us with the entity vendor.

This one was demo app where I demonstrate to connect Business central data with Power Apps, now based on that I have created one proper Power App in which I have used Business center Role center, List and Card page of Vendors, Purchase orders and Purchase Invoice and Inventory modules.

You can say Business Central Important modules integrated with Power Apps.

I know you are thinking that how we can integrate this, correct?? don't worry I will explain this in my next Blog meanwhile you just checkout this exclusive sneak peek.

Entry Level Page:

Home Page (Role Center):

List Page of Vendors:

Card page of Vendor:

Signed, Sealed and delivered.

https://www.linkedin.com/company/dynamicpower101

Follow my Profile on Dynamics Community

D365/CRM:-How to add users/license in Dynamics CRM 30 days Trial without office/work email

noreply@blogger.com (Ankit Shah) — Fri, 13 Nov 2020 20:07:00 +0000

Hello Techies/Readers,

Refer my last blog in case you miss that "How to create Dynamics365 CRM Trial without your Work/Office Tenant".

Once you created your trial instance without office/work email and need to add your teammates in that instance then please follow below steps.

First login in your office365 which auto created at the time of you created Dynamics Trial.

Browse https://www.office.com/ and click on Admin center from left side home navigation drawer menu.

To create new user now click on "Active Users" under Users.

Here you can see your default user, now click on "Add a user" button to add new user in that tenant.

Now add new user, give username under that domain/tenant.

Now assign Product License to that new user.

Assign Roles also to that new user, give global admin access if you want otherwise leave it.

Once Finish this process and if you try to login in your trial CRM then error will come that " You are not a member of this organization"

To Solve this issue you have to follow below steps.

Once again browse https://trials.dynamics.com/ and select Sales App, this time give work email and phone number, in work email give that new user email id.

Follow next screen process, Sign in by that new user, click on OK got it button.

Now click on "Join an Existing organization" checkbox and click on Join button.

After Join below screen will come, select App and Continue.

Wait for 5-10 mins and then refresh and try to login in CRM trial with new user.

Signed, Sealed and delivered.

https://www.linkedin.com/company/dynamicpower101

Follow my Profile on Dynamics Community

D365/CRM:-How to Create Dynamics365 CRM Trial without your Work/Office Tenant

noreply@blogger.com (Ankit Shah) — Tue, 03 Nov 2020 12:55:00 +0000

If you want to create 30 days Trial in Dynamics CRM then there are two ways.

1) Direct go in Dynamics365 Trial Portal, select Sales Application and create new trial.

Click on this link https://trials.dynamics.com/ and click on "Sign up here" link which is highlighted in yellow mark.

Note:- Don't try with your office/work email address otherwise trial will create under your office tenant.

Now click on "No,Continue Signing up" link if you are not a MS employee

In this page add your work/email address if you your work account already associate with Microsoft then they will ask for Create a new account like yellow highlighted in below snap.

Fill below Information, enter your mobile number for One Time Password( OTP).

Add verification code here which you received in your phone.

Add your business name or any specific name which you want to use to open your dynamics365 portal.

Add your username and password here to setup your user.

That's it, save your user id info which we can use at the time of setup of Dynamics CRM 30 days Trial.

Once you click on Let's go button it will go for setup, try after 5 mins, once again go on same trial link https://trial.dynamics.com/ and now this time add work email and phone number instead Singnup.

In next screen it will say no need to Signup, you already have a license of Dynamics 365, click on OK,got it button.

On last screen, Join an existing Organization checkbox is by default selected and if it's in ready state then just click on Open button which will redirect to your Dynamics CRM Trial.

Youtube Link

Happy New Year, on 01-01-20201 My First(1st) YouTube #video on #D365CRM #dynamics365CRM

2) Create brand new Office365 Trial Tenant and used that one in Dynamics CRM Trial-Follow below Link which will explain you in detail.

https://dynamicpower.konect101.com/2020/11/how-to-create-dynamics365-crm-office365.html

Signed, Sealed and delivered.

https://www.linkedin.com/company/dynamicpower101

D365/CRM:-How to Create Dynamics365 CRM & Office365 Trial without your Work/Office Tenant

noreply@blogger.com (Ankit Shah) — Mon, 02 Nov 2020 12:41:00 +0000

If you want to create 30 days Trial in Dynamics CRM then there are two ways.

1) Create brand new Office365 Trial Tenant and used that one in Dynamics CRM Trial.

2) Direct go in Dynamics365 Trial Portal, select Sales Application and create new trial.

Let say if you are choosing option 1 then you have to follow below steps, in this option one main benefit is you can access all Microsoft office Apps like Word, Excel, PowerPoint, Outlook, OneNote, SharePoint, OneDrive, MS Teams for 30 days and if you want to integrate with Dynamics CRM then you can easily do it by using same Tenant.

For this first you have to create your new account by following below Link.

https://signup.microsoft.com/create-account/signup?OfferId=B07A1127-DE83-4a6d-9F85-2C104BDAE8B4&dl=ENTERPRISEPACK&ali=1&products=cfq7ttc0k59j:0009

In this page add your work/email address if you your work account already associate with Microsoft then they will ask for Create a new account like yellow highlighted in below snap.

Fill below Information, enter your mobile number for One Time Password( OTP).

Add verification code here which you received in your phone.

Add your business name or any specific name which you want to use to open your dynamics365 portal.

Add your username and password here to setup your user.

That's it, now click on Go to Setup button to setup office365, after that you no need to setup anything under office365 Admin center.

Save your user id info which we can use at the time of setup of Dynamics CRM 30 days Trial.

Now navigate to https://trials.dynamics.com/ link and select Sales App, add it here that work email which generated in last step.

That's it now you are on last screen, once you click on Create button your new Dynamics CRM trail will be ready.

Wait for sometime, once setup done you can access Dynamics CRM easily by browsing below

Here you can see all Dynamics App where you have to use first one Dynamics365-Cutsom to access CRM.

Now Dynamics CRM is ready for DEMO.

Note:- Without creating Office365 also you can create Dynamics365 CRM Trial which you can see in option 2.

For Option 2 follow below link.

https://dynamicpower.konect101.com/2020/11/how-to-create-dynamics365-crm-trial.html

Signed, Sealed and delivered.

https://www.linkedin.com/company/dynamicpower101

D365/BC:-First Beta Certification available for Functional Consultant with 80% Discount Offer

noreply@blogger.com (Ankit Shah) — Tue, 06 Oct 2020 20:41:00 +0000

Hello Techies/Readers,

Today 6th Oct-2020,First Microsoft Dynamics 365 Business Central (beta) exam Officially available now.

Hurry, Limited Offer, Seats are offered on a First-come, first-served basis, Only the first 300 people who register can take these exams for an 80% discount!

To receive the 80% discount, use code Sets2MB800 when prompted for payment, You must register for the exam on or before 3rd November 2020.

Take this beta exam as soon as possible, so Microsoft can leverage your comments, feedback, and exam data in their evaluation of the quality of the questions.

Preparing for this Beta Exam:-

https://docs.microsoft.com/en-us/learn/certifications/d365-business-central-functional-consultant-associate

https://docs.microsoft.com/en-us/learn/certifications/exams/mb-800

https://docs.microsoft.com/en-us/learn/browse/?expanded=dynamics-365&products=dynamics-business-central

Skills measured-

Set up Business Central (20-25%)
Configure financials (25-30%)
Configure sales and purchasing (10-15%)
Perform Business Central operations (30-35%)

Beta Exam Guideline

https://docs.microsoft.com/en-us/learn/certifications/certification-exams#participating-in-beta-exams

Note:- Candidates located in China, India, Pakistan, or Turkey are not eligible to participate in beta exams for security reasons.

Reference:- Thanks @LibertyMunson(Microsoft) for useful Information.

https://techcommunity.microsoft.com/t5/microsoft-learn-blog/business-central-functional-consultants-can-now-be-certified/ba-p/1676123

Thanks,

Ankit Shah (Microsoft Certified Trainer & Professional)