Saurav Dhyani - #MSDynNAV & #MSDyn365bc

Hi Readers, This video discusses a small but important change in Business Central 2024 Release Wave 1 that allows developers to add comments to app.json files.  This change is significant because it enables developers to add descriptions and explanations to different sections of the app.json file, improving code readability and maintainability.  The speaker demonstrates how to enable the JSON with comments language model in Visual Studio Code and provides examples of how to add comments to the app.json file.  Overall, the video highlights a practical improvement for developers working with Business Central.  Regards, Saurav Dhyani https://bit.ly/SubscribeSauravYouTube

Hi Readers, In this tutorial, we dive into the essential process of debugging sandbox environments within Microsoft Dynamics 365 Business Central (MSDyn365BC). Sandbox environments are vital for development and testing and mastering the debugging process can significantly improve your troubleshooting efficiency and development timelines. What You'll Learn: Introduction to Sandbox Environments : Understand the role of sandbox environments in your development workflow and why they are crucial for testing and problem-solving. Accessing and Navigating the Sandbox : Learn how to effectively access and navigate through the Business Central sandbox for debugging purposes. Using Debugging Tools : Explore the various debugging tools and techniques available in the Business Central development environment. Step-by-Step Debugging : Follow a detailed, step-by-step guide to identify and diagnose common issues such as code errors and data inconsistencies. Best Practices for Troubleshooting : Gai...

Hi Readers, This video demonstrates how to replicate the work description functionality from sales orders to purchase orders in Dynamics 365 Business Central. The speaker starts by explaining that the work description field is not available in purchase orders by default.  They then proceed to create a table extension for the purchase header table to add the work description field and copy the necessary methods from the sales order table. Next, the speaker creates table extensions for the purchase receipt header and purchase invoice header tables to include the work description field and the get work description method.  They then create page extensions for the purchase order, posted purchase receipt, and posted purchase invoice pages to display the work description field. Finally, the speaker creates a codeunit to subscribe to the insert purchase receipt header and insert purchase invoice header events and transfer the work description value from the purchase header to the res...

Hi Readers, This video explores the new service management features in Dynamics 365 Business Central 2024 Release Wave 1. The speaker discusses several enhancements, including: Number series management: You can now choose number series for service codes, similar to sales and purchase documents. Item blocking: You can block items or variants from being used in service transactions. Document attachments: You can attach documents to service items and service codes, and these attachments will flow through to service orders and invoices. Service invoice posting policies: You can define posting policies for service invoices, controlling whether they can be shipped and invoiced separately or together. Service contract improvements: You can now delete service invoices and restore the previous invoice date in the contract. Overall, these enhancements aim to improve the usability and functionality of the service management module in Dynamics 365 Business Central, bringing it closer to the l...

Hi Readers, This video is a tutorial on how to upgrade data from Business Central 2022 to Business Central 2024. The speaker first provides an overview of the prerequisites for the upgrade, including the need for two versions of the extension, one for Business Central 2022 and one for Business Central 2024.  They also mention the introduction of the new Foundation app in Business Central 2024 and the need to verify if there is an upgrade hack to move data. The speaker then demonstrates the upgrade process, which involves backing up the database, disabling data encryption, and running a series of PowerShell commands to install and upgrade the necessary extensions. They also explain the concept of core apps and dependency apps, which are used to organize the upgrade process. Finally, the speaker verifies that the data has been successfully upgraded and that all custom fields and tables are intact. They also provide some additional tips, such as checking the event log for error messa...

Hi Readers, This video discusses the new feature of suggesting sales lines in Dynamics 365 Business Central 2024 Release Wave 1 using the co-pilot. The speaker explains how to use the feature to suggest sales lines based on item descriptions and quantities or by copying lines from an existing document. The speaker also discusses the limitations of the feature, such as the inability to suggest non-item lines or perform generic searches. Finally, the speaker provides insights into the code behind the feature and encourages developers to explore and build upon it. Here are some key points from the video: The sales line suggestion feature is available in sales quotes, sales orders, and sales invoices. Users can suggest sales lines by specifying item descriptions and quantities or by copying lines from an existing document. The feature uses AI to analyze data and suggest relevant items. The feature has limitations, such as the inability to suggest non-item lines or perform generic searches....

Hi Readers,  This video is about the new AI-powered analysis feature in Dynamics 365 Business Central 2024 Release Wave 1. The speaker demonstrates how to use the feature to analyze data in lists and worksheets. The feature allows users to type natural language queries to generate analysis views. The speaker also shows how to save and reuse analysis views. Finally, the speaker discusses the limitations of the feature and how to provide feedback to Microsoft. Here are some key points from the video: The AI-powered analysis feature is available on all lists and worksheets in Business Central 2024 Release Wave 1. Users can type natural language queries to generate analysis views. The feature supports grouping, filtering, sorting, and pivoting data. Users can save and reuse analysis views. The feature is still under development and may have limitations. Users can provide feedback to Microsoft to help improve the feature. Overall, the video provides a good overview of the new AI-powered...

Hi Readers, This video is about the new co-pilot feature in Dynamics 365 Business Central. The speaker discusses how to use the co-pilot to find records, explain fields, and get help with tasks. They also demonstrate how to use the co-pilot to continue conversations and ask follow-up questions. Finally, the speaker discusses the limitations of the co-pilot, such as the fact that it cannot access custom objects or third-party data. Here are some key points from the video: The co-pilot is a new AI-powered assistant that can help you with tasks in Dynamics 365 Business Central. You can use the co-pilot to find records, explain fields, and get help with tasks. The co-pilot can also continue conversations and ask follow-up questions. The co-pilot is not extensible, so you cannot customize it. The co-pilot can only access data that is available in Dynamics 365 Business Central. The co-pilot is still under development, so there may be some limitations. Overall, the video provides a good overv...

Hi Readers, This video discusses the new feature of adding tooltips to table fields in Dynamics 365 Business Central 2024 release wave 1. The speaker first explains the problem with existing tooltips, which are often inconsistent and difficult to maintain. They then demonstrate how to add tooltips to table fields and how to convert existing page tooltips to table field tooltips. Finally, the speaker discusses the importance of tooltips for the future of AI in Business Central. They explain that tooltips will be used to provide additional information to users and to help AI understand the context of fields. Overall, the video provides a clear and concise overview of the new tooltips feature and its implications for developers and users. The speaker also emphasizes the importance of tooltips for the future of Business Central. Here are some key points from the video: Tooltips can be added to table fields in Business Central 2024 release wave 1. Tooltips can be converted from page tooltip...

Hi Readers, This video is about how to customize report field captions in Dynamics 365 Business Central. The speaker discusses three different ways to achieve this: using text constants, labels, and include captions. Text constants are defined in the report code and can be used to provide custom captions for fields. This method gives you the most flexibility but can also impact report performance. Labels are defined in the report code and are used to provide captions for fields. This method is similar to text constants but does not require you to define a separate data set column. Include captions are used to automatically include the caption of the field from the source table in the report. This method is the most efficient but does not allow you to customize the caption. The speaker recommends using include captions whenever possible to improve report performance. However, if you need to customize the caption or provide a dynamic caption, you can use labels or text constants. Over...

Hi Readers, The video talks about the first jump version of Dynamics 365 Business Central which was announced in a previous release. The jump version is a new name for an old concept where you had to take breaks in the middle of an upgrade process. Here are some key points from the video: In the past, you had to upgrade from NAV 2009 to NAV 2015 and then from NAV 2015 to Business Central 14. Now, you can upgrade directly from any version to Business Central 23 or Business Central SaaS. However, this will change in the future. You will have to upgrade to Business Central 25 before upgrading to Business Central 26 or Business Central SaaS. This is because Microsoft is introducing a new property called "obsolete state" which will allow them to delete tables and fields that are no longer needed. This will improve performance and make it easier to maintain the codebase. ISVs and partners will need to adapt their code to the new jump version strategy. This will require them to clea...

Hi Readers, This video is about how to read dimension values for a Dynamics 365 Business Central record.  The speaker first provides background on dimensions and how they are set up in Business Central. They then explain how to read dimension values for a specific record using the get shortcut dimensions function.  Finally, they provide an example of how to use this function to display dimension values for a purchase order line. Here are some key points from the video: Dimensions are used to track additional information about a record, such as department, customer group, and location. Dimensions are set up in the General Ledger Setup page. The get shortcut dimensions function is used to read dimension values for a specific record. The function takes two parameters: the dimension set ID and an array to store the dimension values. The dimension set ID is a unique number that identifies the combination of dimension values for a record. The get shortcut dimensions function returns...

Hi Readers, Upgrade To Business central is an important feature for existing customers.  This video provides a step-by-step guide on how to upgrade data from Business Central 14 to Business Central 21. The speaker emphasizes that this guide is applicable only if there are no customizations in Business Central 14 that modify the base objects. The video starts by introducing the necessary steps involved in the upgrade process and highlights the importance of checking for known issues before proceeding. One crucial point mentioned is the change in table types from temporary to temporary in version 17, which requires clearing any data from these tables before the upgrade. The speaker then explains the concept of upgrade compatibility Matrix and how to determine the compatible target version based on the current Business Central 14 version. The difference between platform and application versions is clarified, emphasizing the significance of application version for upgrade purposes. The...

Hi Readers, In continuation to the API Series today we will discuss about Business Central API Q&A: Your Questions Answered! #msdyn365bc #api #Q&A This video is a Q&A session about the Business Central API.  The video answers questions from viewers about how to use the API, including how to determine which API endpoints allow which HTTP methods, how to create custom JSON responses after bounded actions, how to filter item lists, and how to adjust inventory levels.  The video also provides insights into the differences between the API and the client experience. Overall, the video offers valuable information for developers who are working with the Business Central API. Regards, Saurav Dhyani https://bit.ly/SubscribeSauravYouTube

Hi Readers, In continuation to the API Series today we will discuss about Delete Method in MS Dynamics 365 Business Central API. #msdyn365bc #delete #api #businesscentral This video is about the DELETE method in MS Dynamics 365 Business Central API.  The DELETE method is used to delete existing records in Business Central.  The video starts with a quick recap of previous videos in the series, which covered GET, POST, and PATCH methods. Then explains the concept of DELETE and compares it to the DELETE function in AL code. To demonstrate the DELETE method, the speaker uses Postman to delete an existing sales order record.  Then this video explains the importance of setting the correct headers, including the Content-Type and If-Match headers. The speaker also shows how to use batch requests to delete multiple sales orders in a single request. Finally, the speaker summarizes the key points of the video and encourages viewers to like, share, and subscribe to the channel. ...

Hi Readers, In continuation to the API Series today we will discuss about PATCH Method in MS Dynamics 365 Business Central API. #msdyn365bc #api #patch #businesscentral This video is about the PATCH method in MS Dynamics 365 Business Central API.  The PATCH method is used to modify existing records in Business Central.  The video starts with a quick recap of previous videos in the series, which covered GET, POST, and batch requests. The speaker then explains the concept of PATCH and compares it to the MODIFY function in AL code. To demonstrate the PATCH method, the speaker uses Postman to modify an existing item record.  Explains the importance of setting the correct headers, including the Content-Type and If-Match headers. The speaker also shows how to use batch requests to modify multiple items in a single request. Finally, we summarize the key points of the video and encourages viewers to like, share, and subscribe to the channel. Regards, Saurav Dhyani https://bi...

Hi Readers, In continuation to the API Series today we will discuss about Batch Requests in MS Dynamics 365 Business Central API. #msdyn365bc #api #batch  This video is about batch requests in MS Dynamics 365 Business Central API.  Batch requests allow you to combine multiple operations into a single request, which can improve performance.  The video covers the basics of batch requests, including the syntax and parameters.  It also demonstrates how to create a batch request to create multiple customers. Finally, the video discusses the limitations of batch requests, such as the maximum number of operations per request. Here are some key points from the video: Batch requests can be used to combine multiple operations into a single request. The maximum number of operations per batch request is 100. Batch requests can be used to create, update, or delete records. Batch requests can also be used to execute custom actions. Batch requests can improve performance by re...

 Hi Readers, In continuation to the API Series today we will discuss about Unleashing the Potential of Bound API Actions in MS Dynamics 365 Business Central. This video is about bounded actions in Dynamics 365 Business Central APIs.  Bounded actions are a type of API action that allow you to perform specific actions on a particular data entity. For example, you can use a bounded action to create a sales order, post a sales order, or ship and invoice a sales order. To use a bounded action, you first need to get the ID of the record you want to perform the action on.  Then, you can use the POST HTTP method to call the bounded action. The URL for the POST request should include the ID of the record and the name of the bounded action. The video provides several examples of how to use bounded actions. Example, the speaker shows how to convert a sales quote to a sales order and then how to ship and invoice the sales order. Overall, this video is a good introduction to boun...

Hi Readers, In continuation to the API Series today we will discuss about Creating Records using Business Central API's on-prem and online. This video is about how to use the POST method in Business Central APIs to create records.  the basics of using the POST method Demo how to use the POST method to create a customer record. How to use the POST method to create a sales order with multiple lines and dimensions.  How to handle validation errors that may occur when creating records. Tips for using the POST method effectively.  Using the GET method to understand the structure of the request body before creating records.  Suggests using the expand parameter to include related data in the request body. Overall, this video is a good resource for learning how to use the POST method in Business Central APIs. The speaker provides clear and concise explanations, and he demonstrates how to use the POST method in a variety of scenarios. Here are some key points from the vi...

 Hi Readers, In continuation to the API Series today we will discuss about $expand parameter w.r.t Business Central API's on-prem and online. This video is about how to use the $expand parameter in Business Central APIs. First, we will go over the basics of using $expand, such as what it is and how it is used.  Then demonstrates how to -  use $expand to expand related records in a variety of scenarios. how to use filters with $expand. ' how to filter the expanded records based on specific criteria. other parameters that can be used with $expand - such as  $select,  $orderby,  $top,  $skip,  and $count.  how these parameters can be used to further customize the results of an API call. Overall, this video is a good resource for learning how to use $expand in Business Central APIs. The speaker provides clear and concise explanations, and he demonstrates how to use $expand in a variety of scenarios. Here are some key points from the video:...

 Hi Readers, In continuation to the API Series today we will discuss about Filtration options for Business Central API's on-prem and online. This video is about how to filter data using Business Central APIs. We will go over -   the different comparison operators that are supported, such as equal to, not equal to, greater than, and less than.  Demo how to use these operators in Postman to filter data. Discusses logical operators, such as and and or.  Or operator can only be used with the same field. He also shows how to use a range of values to filter data. text-based operators, such as contains, starts with, and ends with.  The top, skip, and count parameters, which can be used to control the number of records that are returned. Overall, this video is a good resource for learning how to filter data using Business Central APIs.  key points from the video: You can use comparison operators to filter data based on specific values. You can use logical...

Hi Readers, In continuation to the API Series today we will discuss about How to make API call using REST Client and Postman. This video is about how to use APIs in Business Central. The speaker first goes over some of the basics of using APIs, such as what they are and how they are used. He then provides a step-by-step guide on how to make API calls using REST Client and Postman. Finally, he discusses some of the challenges that you may face when using APIs and how to overcome them. Some of the key points from the video include: APIs are a way to interact with Business Central data. You can use REST Client or Postman to make API calls. There are two versions of the Business Central API: v1 and v2. You need to include the company ID in your API calls. There are some challenges that you may face when using APIs, such as authentication and authorization. Overall, this video is a good resource for learning how to use APIs in Business Central.  Regards, Saurav Dhyani https://bit.ly/Sub...

Hi Readers, In continuation to the API Series today we will discuss about authentication types for Business Central API's on-prem and online. Mastering API authentication in Business Central involves understanding basic and OAuth methods. Basic authentication is deprecated for online environments, while OAuth is essential for cloud use. The process includes setting up app registrations in Azure, defining permissions, and generating access keys to facilitate secure API interactions. Different types of authentications for Business Central APIs are crucial for secure access. Understanding the variations between OAuth and basic authentication can enhance API usage efficiency. Basic authentication for accessing APIs involves generating a web service access key and registering applications in Azure. This process ensures secure access to resources in both on-premises and cloud environments. As of today, Basic Authentication only works with Business central on premises environments. Settin...

Hi Readers, In continuation to the API Series today we will discuss about Business central API Version and Evolution. Business Central APIs evolution focuses on versions from beta to 2.0. I will try to explain the historical context, access methods, and key differences between versions. The importance of upgrading from outdated versions is emphasized, along with the limitations of API extensibility and authentication methods for on-premises and SaaS environments. Transitioning from older versions of Microsoft Business Central to version 2.0 is essential for improved stability and functionality. The newer version includes significant changes that enhance user experience and system performance. The video outlines the differences between API versions 1.0 and 2.0, highlighting new pages and semantic changes. It emphasizes the importance of understanding these updates for better API usage. Successfully installing the API app is crucial for accessing various versions of the API endpoints. Pr...

Hi Readers, I am sure you have heard about Application Programming Interfaces. Microsoft Introduced API with Dynamics NAV 2018 as beta release, that later was upgraded to Version 1.0 with Business Central 14 and currently version 2.0 is the active version. Microsoft currently supports v1 and v2 Api's with business central. An API, or Application Programming Interface, facilitates communication between computers, allowing them to share and retrieve data. It operates through endpoints, which are specific communication channels. Proper documentation is essential for using APIs effectively, detailing required parameters and response formats. Understanding APIs is crucial for developers, especially in business contexts. APIs, or Application Programming Interfaces, are essential for enabling communication between different software systems. They facilitate data exchange and interaction, primarily between servers rather than users. Example - Travel booking websites simplify the process of...