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Showing posts from February, 2021

Dynamics 365 Business Central- My Favorite Things #9- Customer Voice & Power Automate

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  I was speaking with a fellow NAV/BC implementation consultant last week and we got to talking about what truly makes Dynamics 365 Business Central (BC) stand out over NetSuite and the other competition. Hands down, it is the ability to leverage the power of the Power Platform and the full Microsoft stack. #8 on my favorites list meets this feature and benefit, hands down!  In my sample below, I am leveraging two free to Dynamics 365 BC tools that are so common on the workplace. Through my years of consulting, I have seen so many customer and vendor forms being passed back and forth for approval. Once the paper trail via "sneaker flow" as I call it gets approved, then someone will manually enter the data into their ERP/CRM/Customer Database system as a final approval.  Here is how the power of Customer Voice and Power Automate can come into play to assist you with your day to day approvals. I will show you via the sample below.  Sales has generated a new lead and created a n

Dynamics 365 Business Central- My Favorite Things #8- OData Access & Excel

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  Using OData with Excel One of the many benefits of Dynamics 365 Business Central is the way you can easily extract data to connect via integration, ETL tools, API, OData, Power BI and more. One of my favorite parts of the web services feature is the ability to take a data query or page and create a report in Excel in a few simple steps.  Here are the steps to do this:  1. Inside Business Central, search for web services:    2. Look for the page, query or code unit you want to create a report off of. In my case, I did a search for vendors.  3. Scroll to the far right, on the line that you want to extract until you see OData URL.  4. This will open the link in a webpage. Copy the full URL from the web browser.  5. Open Excel. Create a blank workbook.  6. Click on the Data tab at the top. Click on Get Data. Choose From Other Sources. Choose from OData Feed.  7. Copy and paste the URL from step 6 in the URL box. Click OK.  8. You will be prompted for authentication. Choose Organizational