Navision Business Central



Streamline and grow your business with Dynamics 365 Business Central, a comprehensive business management solution for small and medium-sized businesses. DISCONTINUED AFTER: Business Central Spring 2019 Development in C/AL in the Dynamics NAV Developer and IT Pro Help. Dynamics NAV Development Shell: Windows PowerShell modules for merging and modifying application object files and creating extension packages. Installed with the Dynamics NAV Development Environment. Dynamics NAV, Business Central - General Ledger course is suitable for all Dynamics NAV and Business Central versions, using Windows Client. Apart from some minor changes, the main functions, system rules, and methodologies haven’t changed through the years for different system versions. Most of the changes apply to the User interface, but. Dynamics NAV Dynamics SL Dynamics Product Segments. Business Central Dynamics 365 contact sales widget. 5 Available Monday-Friday 8 AM to 5 PM Central Time. Close Grow your accounting practice Get everything you need to run your business with Dynamics 365 Business Central. Business Central brings the product maturity and full power of Dynamics NAV in the cloud, with capabilities spanning financial management, supply chain and inventory management, sales and service management, project management, and operations management. It also offers multi-company, multi-currency and advanced reporting capabilities.

MS Dynamics 365 Business Central (formerly Microsoft Dynamics NAV) is an all-in-one comprehensive ERP solution that helps you seamlessly bring together all the various elements of your business, like financials, sales, service, operations, manufacturing etc., to help you effortlessly transact as well as make well informed decisions for your business. Depending on your requirement, you may choose where to run Business Central – whether it is on the cloud or on-premise.

MS Dynamics 365 Business Central comes essentially in 2 flavors of functionality-based licensing:

Dynamics 365 Business Central Essential
  • Financial Management
  • Customer Relationship Management
  • Human Resources Management (Employee Information)
  • Project Management
  • Supply Chain Management
  • Warehouse Management
Dynamics 365 Business Central Premium
Navision
  • All features of Dynamics 365 Business Central Essential
  • Service Management
  • Manufacturing

Detailed Functionality Of Dynamics 365 Business Central

Dynamics 365 Business Central EssentialsPremiumFinancial ManagementNavision Business Central

Business Central brings across all elements of accounting together seamlessly, automating mundane tasks to ensure timely closure and reporting of financials.

Financial Management Modules
  • Basic General Ledger
  • Basic Fixed Assets
  • Allocations
  • Electronic Payment / Direct Debits*
  • Insurance
  • Bank Account Reconcilliiation
  • Budgets
  • Maintenance
  • Payment Handling
  • Account Schedules
  • Fixed Assets Allocations
  • Cash Flow Forecast
  • Consolidation
  • Reclassifications
  • Advanced Dimensions
  • Basic XBRL
  • Bank Account Management
  • Deferrals
  • Change Log
  • Check Writing
  • Multiple Currencies
Advanced Financial Management
  • Responsibility Centers
  • Inter-company Postings
  • Cost Accounting

Customer Relationship Management

You can keep track of all interactions with your customers and define your sales cycle and at hence have complete control over the same. This ensures that all your customers are optimally served, respond to queries on time etc. You can also seamlessly integrate with Dynamics 365 for Sales.

Customer Relationship Management Modules
  • Contact Management
  • Task Management
  • Opportunity Management
  • Campaign Management
  • Outlook Client Integration
  • Interaction/Document Management
  • Relationship Management
  • Contact Classification
  • Mail Logging
  • Notifications
  • Dynamics 365 for Sales and Dynamics 365 for Customer Service

Project Management

Completely manage and track all your Customer Projects. Define detailed budgets for the Project, measure the performance of the project against these by tracking budgets against actuals. You can plan and schedule resources and define capacities and also record Time Sheets. Directly invoice your customers based on planned orders.

Navision Business Central Training

Project Management Modules

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  • Basic Resources
  • Estimates
  • Time Sheet
  • Capacity Management
  • Tasks/Steps
  • User Tasks
  • Multiple Costs
  • Jobs

Supply Chain Management

Sirona dental driver. Optimize and manage Inventory levels with assistance from Business Central. Keep optimum stock levels by purchasing only what you require and when you require it. Effectively manage lead times, re-order points and stock levels. Manage inventory movement across various inventory or transit locations to keep full track of the same.

Supply Chain Management Modules
  • Sales Tax/VAT*
  • Basic Payables
  • Alternative Vendors
  • E-services
  • Purchase Invoicing
  • Assembly Management
  • Item Categories
  • Purchase Order Management
  • Location Transfers
  • Item Attributes
  • Purchase Invoice Discounts
  • Item Substitutions
  • Stock keeping Units
  • Basic Receivables
  • Requisition Management
  • Item Cross References
  • Sales Invoicing
  • Alternative Order Addresses
  • Nonstock Items
  • Sales Order Management
  • Purchase Return Order Management
  • Item Tracking
  • Sales Invoices Discounts
  • Purchase Line Discounting
  • Item Charges
  • Alternative Ship-to Addresses
  • Purchase Line Pricing
  • Bin
  • Shipping Agents
  • Drop Shipments
  • Pick
  • Sales Return Order Management
  • Salespeople/ Purchasers
  • Analysis Reports
  • Sales Line Discounting
  • Basic Inventory
  • Item Budgets
  • Sales Line Pricing
  • Multiple Locations
  • Workflow
  • Document Management, Document Capture And OCR Document Management, Document Capture and OCR

Warehouse Management

Depending on how complex or simple your organizational processes are, Business Central allows you to define the same with ease. You may require processing your orders one-by-one or you may require combining the same. Your warehousecan be setup as a simple inventoriable location or a complex warehouse with Racks, Bins & Zones andalsodefine how stockreceipts, putaways, picklists, shipments etc. will be done.

Warehouse Management Modules
  • Order Promising
  • Put Away
  • Warehouse Management Systems
  • Calendars
  • Warehouse Receipt
  • Internal Picks and Put Aways
  • Campaign Pricing
  • Warehouse Shipment
  • Automated Data Capture System
  • Cycle Counting
  • Standard Cost Worksheet
  • Bin Set-Up
Central

Human Resources

You can maintain your employee details and information such as their education details, skill sets, trainings etc. You can also track and maintain employee expenses.

Other

Besides the above mentioned detailed functional modules, Business Central brings in additional modules that enable and flex the capabilities of the product to help you facilitate ease of operations and reporting.

Other Modules
  • Unlimited Companies
  • Job Queue
  • Multiple Currencies
  • Reason Codes
  • User Management
  • Intrastat
  • Extended Text
  • Embedded Power BI
  • Word reporting/Document reporting
Dynamics 365 Business Central PremiumService Management

Business Central Premium brings out rich functionality in terms of managing Service to your customers. You can manage your Customer Service Contracts, setup your service prices, service items, create service orders and create service invoices from them. You can also plan and manage resources allocated to service requests and it also helps you plan their capacity.

Service Management Modules
  • Service Order Management
  • Service Item Management
  • Planning and Dispatching
  • Service Price Management
  • Services Contract Management
Manufacturing

Effectively plan, manage and execute Production Orders using the Business Central Manufacturing module. Using the Demand Forecasting and Supply Planning elements of the Manufacturing module you can ensure that production is planned in advance along with ensuring material availability on time as well as resource and machine availability by using capacity planning.

Manufacturing Modules
  • Production Orders
  • Basic Supply Planning
  • Finite Loading
  • Production Bill of Materials
  • Demand Forecasting
  • Sales and Inventory Forecasting
  • Version Management
  • Basic Capacity Planning
  • Agile Manufacturing
  • Machine Centers

This blog provides an overview of how a report is created in Microsoft Dynamics 365/NAV and how to publish it to the client. It also discusses how to build a report in the SQL Server Report Builder.

  1. Developers will know that you need to configure the app.json and launch.json. Set up all the basic settings that are required in launch.json.
    Figure 1 – Basic settings in launch.json in Microsoft Dynamics 365 Business Central/NAV

Note: You always need to verify some basic configurations like name and the ServerInstance and the startupObjectId.

  1. Once the configuration is completed and the symbols are downloaded, remove the “HelloWorld.al” file and then create the Report file, as shown in the example in Figure 2.
    Figure 2 – Creating a report file in Microsoft Dynamics 365 Business Central/NAV
  2. Once the report coding is done, either go to the “View>>Command Pallet” or use the shortcut Ctrl+Shift+P.
    Figure 3 – View⇒Command Pallet in Microsoft Dynamics 365 Business Central/NAV
  3. Once the report is created, publish it. You will see all the changes, as in Figure 4.
    Figure 4 – Report with changes in Microsoft Dynamics 365 Business Central/NAV
  4. Once you publish the report programming file, you see a new file created. If you open that new file, you would see that it would be difficult to read the entire file.
  5. Reveal the file in the explorer by right-clicking over myreportcustomer.rdl and then selecting “Reveal” in explorer.
    Figure 5 – A new file created in Microsoft Dynamics 365 Business Central/NAV
    Figure 6 – File revealed in the explorer in Microsoft Dynamics 365 Business Central/NAV

Once you open the file, you are in the new window of the Microsoft SQL Server Report Builder. The next step goes into table designing and layout of the table. This is also where a personalization can be made for a customer.

Following are the components of the Report Builder that are involved in report design:


Figure 7 – The center of the Report Builder screen in Microsoft Dynamics 365 Business Central/NAV: table design and possible outcomes that can be applied to a report


Figure 8 – The table wizard in the Report Builder in Microsoft Dynamics 365 Business Central/NAV


Figure 9 – Window in which members of the report are arranged in the Report Builder in Dynamics 365 Business Central/NAV

  1. Select the members and drag them to the “∑ Values”.
    Figure 10 – Selecting members of a report in the Report Builder in Dynamics 365 Business Central/NAV
  2. You will see a preview similar to Figure 11 that will display how the table will be prepared as per the order of the fields selected.
    Figure 11 – Preview of table display in the Report Builder in Dynamics 365 Business Central/NAV
  3. Click Finish and head to the designer part of the table.
    Figure 12 – Designer in the Report Builder in Dynamics 365 Business Central/NAV
  4. The figure below helps you understand how the report is built with the help of a wizard.
    Figure 13 – Designing a report with the help of a wizard in the Report Builder in Dynamics 365 Business Central/NAV

Note: In this example, basic changes are demonstrated with personalization as per standard requirements of a customer.

  1. Once the customizatom is completed, save the report and open visual studio. Create the page extensions so that they will be visible on the web client. You can also add a button wherever you want to place it.
    Figure 14 – Using visual studio to create page extensions that will be visible in the web client in the Report Builder in Dynamics 365 Business Central/NAV
  2. Once the page extension is created, publish it.
  3. Once it is published, go the web client and check to see if the report is working properly.
    Figure 15 – Report created in the Report Builder in Dynamics 365 Business Central/NAV

You can see the button placed earlier and can add more as needed.
Figure 16 – Adding a button in the Report Builder in Dynamics 365 Business Central/NAV

  1. From here, you can preview the report, print it, schedule a time for it to be printed later, or send it to email.
    Figure 17 – Options for what to do with a report after creating it in the Report Builder in Dynamics 365 Business Central/NAV

If you have any questions about report building or other Dynamics NAV or Business Central questions for any version, contact ArcherPoint.

Dynamics Business Central Versions

Read more 'How To' blogs from ArcherPoint for practical advice on using Microsoft Dynamics Business Central or NAV. If you are interested in NAV/Business Central development, check out our collection of NAV Development Blogs.

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