January, 2023

In Dynamics 365 Business Central, Pages are created to display and organize data. On pages, user interact with data. They can insert, modify or delete the data. Pages provide views of data.

A Page in AL Language contains:

• Page Properties
• Set of Controls
• Set of Actions
• Global Variables
• Page Triggers

The Structure of a Page is Tiered and categorized into three sections.

• The first block contains metadata for the overall page. It describes the page type and the source table its showing data from.
• The second block, the Layout, describes the visual parts on the page.
• The final section details the actions that are published on the page.

Creating a List Type of Page:

1. We can use snippet (tpage) available in VS Code or we can define the page by ourselves. We have to choose snippet with page type List.

 

2.Next, we have to give Application Area, Usage Category and Name of our source table which we want to display/Use in our Page.

3. Then inside Layout we define the content which we want to display on Page.
4. In List Type of pages, we are required to define a repeater () control within the area (Content) control of a page. The list Pages are designed to use a single repeater () control, which has to be defined   at the beginning of the content area. If we add another control like grid or group the page might not behave as expected.
5. Then Inside the repeater() control we nest the field () control and add the fields which we want to include in the page, and the order of the field controls determines the order in which they appear on the page.
6. In List type of pages we could add FactBoxes also as per our requirement, Typically, we use a FactBox to display information that is related to an item on the main content page.

7. We could add actions also in the list page.

We can make various changes to customize the appearance of the list in a page and determine which data is displayed as per our Requirements.

It is advised, to design a page that includes controls in the content area other than a repeater, then we should try using a Worksheet page type instead.

 

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By Harshit T.

Overview :

Reports in Dynamics 365 Business Central, is a document that presents information in an organized format. Reports are used to print or display information from database, for example-Sales Invoices.  It provides information on various aspects of business and is easy and efficient and play a major role in streamlining the progress of business.

So how to develop a report?

Create a report object and design a dataset, Datasets decide which record from the Dynamic 365 Business Central database used to generate report output.

Types of Report Layouts:

• Word Layout
• Report Definition Language (RDL) Layout
• Excel Layout

Request Page:

Request page runs before the report starts to execute, which in turn allows the end-user to specify filters for a report.

Types of Report:

• Simple list report
• Grouping list report
• Document report
• Document with Header/Footer report
• Process only report
• Chart report
• Fixed format report or Pre-printed report
• Barcode and QR code report

Report Triggers:

OnInitreport: This trigger runs before the request page in addition it initialize the global variable.

OnPreReport: This trigger runs after the execution of request page before the report runs.

OnPostReport: This trigger runs after all the data item processed, in a simple way that this trigger runs at last.

DataItem Triggers:

OnPreDataItem: This trigger filters the value before the dataitem is processed.

OnAfterGetRecord: For each and every record this will trigger, until reaches to the final record this trigger will run multiple times.

OnPostDataItem: This trigger run after the last record in data item but before the OnPostReport.

SetData and GetData: To change the Header information according to the body part SetData and GetData is used.

Steps:

• Change the Code in Report Properties
• Create List
• Inside list insert new table
• Right click one of the textbox under visibility section show or hide add SetData code

Ex: Code.SetData(Cstr(Field!field_name.Value), 1)

Here 1 indicates first group

• In the Header Section inside the textbox write GetData by passing parameters under the Expression section.

Ex: Code.GetData(1,1)

Here first number indicates the filed value, and second number indicates the group value.

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By Manasa D.

• A codeunit is a container for AL code that we can use in many application objects.
• We implement business logic in codeunits and call that particular codeunit from the object that needs to perform that specific logic or action.

Basically codeunit can be used in following way:

• First we create a codeunit snippet by using key word ‘tcodeunit’
• After that we will give the proper ID number and name
• In the procedure section we assign a proper name and write our logic in this section

For example:-

codeunit 50101 “Test Functions”

{

procedure Factorial()

var

IntValue, IntValue2, Fact : Integer;

begin

IntValue := 5;

IntValue2 := IntValue;

Fact := 1;

while

IntValue >= 1

do begin

Fact := Fact * IntValue;

IntValue -= 1;

end;

Message(‘IntValue = %2, My Factorial value is %1’, Fact, IntValue2);

end;

}

 

• The next step is to decide in which page we should see our desired result
• So we will create a ‘page extension’ for that page using snipper ‘tpageext’
• Inside the action section we give our action a name and call our code unit using a trigger

 

For example :-

pageextension 50101 CustomerListExt extends “Item List”

{

layout

{

// Add changes to page layout here

}

actions

{

addlast(Functions)

{

action(Factorial)

{

ApplicationArea = All;

Caption = ‘Factorial’;

trigger OnAction()

var

TestFunctionCodeunit: Codeunit “Test Functions”;

begin

// TestFunctionCodeunit.Run();

TestFunctionCodeunit.Factorial();

end;

}

}

After this, we should publish our program and check for the result

Advantages of CodeUnit :-

• CodeUnit is the best way for creating procedures
• We can simply call those codeunits wherever we wish in our program and this help in reusability .

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By Vinyas S.

Microsoft Dynamics CRM is a software package that serves the broad range of customer relationship management (CRM) requirements of organizations and businesses around the world. MS Dynamic CRM is originally designed with flexibility to allow system administrators to customize it as per unique requirements. Any organizational changes can be easily adapted by the flexible CRM system by making it highly scalable. It incorporates a suite of module-based business processes into one like Field Service, Sales, Project Service Automation, Customer Service, Marketing, Financials, and Operations.

The various levels of Microsoft Dynamics 365 CRM customization include:

Basic Level or No-Code Customization

The basic level of dynamics CRM customization can be performed within the user interface of the CRM and does not require much of technical expertise.. Here are some of the things where one can have customization with no-code configurations:

• To extend standard entities for adding custom fields
• To create custom forms and extend standard entities
• To broaden standard views and display additional information
• To create custom views
• To create custom business process flows
• To develop workflows with custom logic
• To formulate business rules enforcing data integrity

Intermediate Level Customization

This second level of customization, requires a minimal coding experience, with integrated support for third-party software with the company’s offerings. Some of the things where we can do middle-level dynamics CRM customization are listed here:

• To set the value of a field in the form
• To create a field in the form
• To flag an error message when an invalid entry is made for any field
• To hide or display a parameter depending on the criteria
• To enable or disable the field

Advanced or Code customization

This level of customization requires technical proficiency of the higher-order to incorporate specific functions into the CRM system. Some of the things where an advanced level of dynamics CRM customization is required are listed here:

• To design and execute custom plug-ins
• To delete or update certain records
• To create custom workflows
• To develop custom web/server-hosted web applications
• To embed a CRM form

With our Dynamics CRM customization consultants, we address specific CRM needs of each client.  We have industry experts and and certified consultant to provide you best solution according to your business requirements.

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Dynamics 365 is a product of Microsoft which is specifically designed for small and medium businesses. The dynamics 365 business central allows us to discover how to work smarter by connecting all our teams with a single solution.

1. Business insights

One of the biggest advantages of using Microsoft Dynamics 365, is its insights and analytics. This platform comes with a robust ability to gather data from a variety of sources, no matter what type of data it is.

2. In-house department connectivity

Microsoft Dynamics 365 is a perfect combination of CRM and ERP that benefits organizations in connecting their various departments. Easily bring all teams together and coordinate from sales, marketing, customer service to finance and operations. We can easily get the data from the shared platform and use it in making decisions.

3. Easy to use and deploy

Microsoft dynamics 365 can be used in the cloud or hybrid cloud environment. No matter your budget and infrastructure, this system is extremely simple to manage and deploy in the way you want.

4. Broad business support

Dynamics 365 is available for all teams in the organization; anyone from any team can access it. Whether a marketing professional, sales personnel, a finance person, or even an admin, people can access the required reports and data anytime.

5. Scalability

Another important Microsoft Dynamics 365 benefits is it lets you grow with the running market trends. It is more scalable, accessible, and secure that helping us with robust customer engagement processes and better sales collaboration.

So, Conclusion is we can easily see that despite several options available in the market, Microsoft Dynamics 365 is a perfect solution for small and medium businesses.

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Source: https://www.bacancytechnology.com/blog/dynamics-365-for-small-business