Book Image

Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

By : Roberto Stefanetti, Alex Chow
Book Image

Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

By: Roberto Stefanetti, Alex Chow

Overview of this book

Microsoft Dynamics Business Central is a full business solution suite and a complete ERP solution, which contains a robust set of development tools; these tools can help you to gain control over your business and can simplify supply chains, manufacturing, and operations. Implementing Microsoft Dynamics 365 Business Central On-Premise covers the latest features of Dynamics Business Central and NAV from the end users' and developers' perspectives. It also provides an insight into different tools available for implementation, whether it's a new installation or migrating from the previous version of Dynamics NAV. This book will take you from an introduction to Dynamics NAV 2018 through to exploring all the techniques related to implementation and migration. You will also learn to expand functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, and implement free third-party add-ons to your existing installation. As you progress through the book, you will learn to work with third-party add-on tools. In the concluding chapters, you will explore Dynamics 365 Business Central, the new Cloud solution based on the Microsoft NAV platform, and techniques for using Docker and Sandbox to develop applications. By the end of the book, you will have gained a deep understanding of the key components for successful Dynamics NAV implementation for an organization.

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Table of Contents (22 chapters)
Title Page
Title Page
Copyright and Credits
Copyright and Credits
Dedication
Dedication
About Packt
About Packt
Contributors
Contributors
Preface
Preface
Free Chapter
1
Exploring Dynamics NAV and MSDYN365BC – Overview
Exploring Dynamics NAV and MSDYN365BC – Overview
Understanding Microsoft Dynamics NAV
Functional areas in Microsoft Dynamics NAV
History of Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central
Functional areas
Accessing Microsoft Dynamics NAV
The Microsoft cloud model
Summary
2
Microsoft Dynamics NAV 2018 – An Overview
Microsoft Dynamics NAV 2018 – An Overview
Microsoft Dynamics NAV 2018 – what's new
Application changes in Microsoft Dynamics NAV 2018
IT changes
Best features from previous releases of Microsoft Dynamics NAV
Summary
3
General Considerations
General Considerations
The data model
No save button
The posting routines
Navigating through your data
Real-time data gathering – SIFT technology
Everything leads to accounting
The Date Compression toolkit
The Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central database
Microsoft Dynamics 365 Business Central – why upgrade to or adopt it?
Summary
4
Implementation Process – Partner's Perspective
Implementation Process – Partner's Perspective
What is an implementation?
Methodology
Roles
Phases
Dynamics 365 Business Central implementation considerations
Summary
5
Implementation Process – Customer's Perspective
Implementation Process – Customer's Perspective
Definition of goals
Measuring goals
Defining internal processes and key users
Improve before automating
Getting the requirements
Define acceptable gaps and workarounds
Change management
Get involved in testing the system
Involve end users
Continuous follow-up 
Summary
6
Migrating Data
Migrating Data
Tools for migrating data
Converting data from the old system to Microsoft Dynamics NAV's or Microsoft Dynamics 365 Business Central's needs
Master data
Open entries
Historical data
Open documents
Choosing a go-live date
Summary
7
Upgrading to Dynamics NAV and MSDYN365BC
Upgrading to Dynamics NAV and MSDYN365BC
Why to upgrade?
Upgrading philosophy
Upgrades prior to Microsoft Dynamics NAV 2013
Upgrades after Microsoft Dynamics NAV 2013
The upgrading-process checklist
Upgrading steps for Microsoft Dynamics NAV 2013
Upgrading tools
Upgrading from Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central on-premise
Summary
8
Development Considerations
Development Considerations
Development in Microsoft Dynamics NAV and Business Central general concepts – setup versus customization
Data model principles
Personalization feature versus "In-client" Designer feature in Web client
Development methods – the CSIDE Development Environment and the New Modern Development Environment
The posting process
Where to write customized code
Formatting customized code
Development in Microsoft Dynamics 365 Business Central SaaS
Source Control Management (SCM)
Publishing your apps on AppSource
Summary
9
Implementing Functional Changes
Implementing Functional Changes
General guidelines
What is a functional change?
Interactions with other functionalities
Writing documentation to implement changes 
Choosing the "right time" to release and implement the changes, and analyzing the risks
Planning the change
Changes in Microsoft Dynamics 365 Business Central
Summary
10
Data Analysis and Reporting
Data Analysis and Reporting
Using Filters and FlowFilters
Creating views
Statistics
Charts – representing data in graph form
Using reports
Scheduling a report
Account schedules
Analysis views
Extracting data
Understanding report development
Summary
11
Debugging with Dynamics NAV and MSDYN365BC
Debugging with Dynamics NAV and MSDYN365BC
The art of debugging
Debugging in Microsoft Dynamics NAV 2018 and in Microsoft Dynamics 365 Business Central on-premise
Placing breakpoints
Line-by-line execution
The Call Stack FactBox
The Watches FactBox
Debugging in the AL Development Environment
Summary
12
Popular Reporting Options
Popular Reporting Options
What is a query?
Query Designer
Business Charts
Web services
Microsoft Power BI
Jet Basics NAV (formerly Jet Express for Excel)
Microsoft Flow
Summary
13
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central specifics
Comparing Microsoft Dynamics 365 Business Central with Microsoft Dynamics NAV
Considerations on Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central – October's major updates
Microsoft AppSource
Get involved in communities and programs
Microsoft Dynamics 365 Business Central on-premise
Business Central data migration tools (RapidStart packages, intelligent cloud and APIs, and data migration extension)
Dynamics 365 Business Central – integrations
Summary
14
Working and Developing with Docker and Sandboxes
Working and Developing with Docker and Sandboxes
Introducing Docker, sandboxes, and their benefits
Using sandboxes for Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central
Using Docker for Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central
Summary
Further considerations
Other Books You May Enjoy
Other Books You May Enjoy
Leave a review - let other readers know what you think
Index
Index

Using Filters and FlowFilters

A good and powerful way to view and analyze data is to use Filters and FlowFilters inside the application.

We have explained the use of filters in the Navigating through your data section inChapter 3, General Considerations. Refer to that chapter to get some examples on how to use filters to analyze your data.

In that same chapter, we explained what the SIFT is and how to define fields on tables to use that technology. What we did not explain in that chapter is that FlowFilters can be applied over the defined to use SIFT to narrow down the calculated results. That is actually what we will be explaining now.

We will be looking at the Chart of Accounts page to explain how to apply FlowFilters and the results they produce. The procedure is as follows:

  1. Enter Chart of Accounts in the search box of the Microsoft Dynamics NAV Windows client.
  2. Select Chart of Accounts.
  3. The Chart of Accounts page will be shown. The following screenshot shows part of the Chart of Accounts page...
Previous Section
End of Section 2
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