Microsoft Dynamics 365 Business Central 
 My Top 10 Favorite Things
#2- Filter Almost Anything


    One of my favorite things I feel in love with Business Central immediately was the automatic filters built into all the informational/list pages. Want to quickly filter a customer, vendor, or transaction? Try a filter. Want to filter and sort a column easily? Try a filter. Still confused? Add a filter, because filters are everywhere. 

   When I arrive on my customer page, I can select the filter button from the top of the list. Here I can filter the information down with multiple filters from the left pane. Even better, in the October release of BC, you will be able to save your filter preferences as a view that you can return to, time and time again. You can filter a range using the symbols (..) or filter by wild card using (*)
Filter the List

    If I just need to filter a specific column, I can do that as well. If I hover over a column name, I can see there is a filter button as well as the ability to sort ascending or descending. 

Filter a Column

     This same functionality also lives in the lists of transactions, such as general ledger entries as well. Here you can quickly filter by amount, account, debit, credit, etc... to get the results you need. Even better, you can select the page option and send your list to excel, using the view with Excel functionality built into BC. 

Filter Transactions


Finding Data has never been easier in Dynamics BC! 










    Microsoft Dynamics 365 Business Central My Top 10 Favorite Things #1

    Microsoft Dynamics 365 Business Central 
     My Top 10 Favorite Things
    #1- Built-In Excel Capabilities- Refreshing and Publishing Data


         As a 20 year Microsoft Dynamics GP veteran, it was hard to wrap my mind around cloud software the past few years. I have been so entrenched in SQL Servers, RDP, Workstation installs, config files, and the works. As the on-premise accounting software sales started to decline, I started to look towards the future of Dynamics Software. Last year I was on a mission to not only learn Business Central but also be able to do demos and pre-sales, just like I could with Dynamics GP. It was a huge feat and I am still learning things weekly. This blog series will focus on my top 10 favorite things so far for Business Central. This week is my first post and will focus on the built-in Excel capabilities for Dynamics BC. 

          One of my favorite things I feel in love with for BC, is the capabilities of pushing and pulling data directly from Excel. Most of the windows inside BC have a page tab, which allows you to either export to excel or edit in excel. That is right: Editing in Excel, cool! 


          You can edit and create master records (customers, vendors, items, accounts, etc...) as well as transactions. You can also create and refresh your financial statements in Excel as well. This is a huge benefit when you need to quickly add customers, vendors, items, journal entries etc.. or make quick edits to your data. Even better is the fact that you can save your excel spreadsheet somewhere on your network, open in Excel, and have the same capabilities as pulling from the system. 


    Here is an example of how it works: 

    Open the Customers Page, Select Page drop down: 


    Choose Edit in Excel: 

    Select Enable Editing: 


    Sign in to the Connector on the right: 

    Add or Edit a Record: 


    Go Back to BC,  Refresh and see your results! 


    Here is a sample of what a Refresh-able Balance Sheet out of the Box looks like. 
    With a little Editing, You can make it your own. 


    Until Next Time...






    Formatting Phone Numbers in SQL Reporting Services

    Every time, without fail, I need to create a phone number on an SSRS report for a client and get stuck with phone formatting. Every time I am searching forums. I thought it would be awesome if it was in some amazing blog that I could visit and copy from each time.

    So... here it is, if not for myself, then for others:

    In Report Builder or visual studio, add your phone number field to the report. 

    Right click on that text box where you added the field and click on expression. 

    Clear the formula box and type in the expression below.



    Formula to Use: 
    =IIF(Fields!Phone.Value Is Nothing, Nothing, IIF(IsNumeric(Fields!Phone.Value), Format(Val(Fields!Phone.Value), "(000) 000-0000"), Fields!Phone.Value))














    Note: My field is actually called Phone. If your field is not called phone, you will need to replace it with your phone field name. (Like: Fields!E_T_PHONE_HOME.Value)


    Then click on OK at the bottom of the expression box.

    Run your report.








    Magic...
    Until next time.

    Verifying Email Messages Sent from Business Central

    In Dynamics GP, you could always track if an email was sent by visiting the sent box of your inbox after sending the emails. 

    After much research, this does not occur with Dynamics BC. When setting up email, you set up one universal email account and therefore it does not prompt you for credentialing when sending emails. This leaves the user to wonder where will you find if an email was sent to a customer or vendor and how do you resend it?

    Enter- Interaction Log Entries in Dynamics Business Central

    In the search box, look for Interaction Log Entries. 












    The first checkbox will show you if the interaction was cancelled. The second will show you if the attempt failed. 

    If you go to Actions in the taskbar, you can several other options for the interactions. 


















    If a user needs to create an interaction in 365 for Sales/BC, they can do that from this window. You can also evaluate the interaction as well. 

    If the user did not get the email, from here you can resend. 

    To clean up the entries, you can also remove cancelled entries. 

    Need to create a task to remind yourself to contact the customer or vendor again? You can do that from here as well. 

    You can setup different interaction templates in the interaction template setup. 

    Pretty cool stuff. 

    You can read more about these entries here: 
    https://docs.microsoft.com/en-US/dynamics365/business-central/marketing-auto-record-interactions



    Microsoft Dynamics 365 Business Central   My Top 10 Favorite Things #2- Filter Almost Anything     One of my favorite things I feel...