Implementing Microsoft Dynamics 365 Business Central On-Premise
eBook - ePub

Implementing Microsoft Dynamics 365 Business Central On-Premise

Explore the capabilities of Dynamics NAV 2018 and Dynamics 365 Business Central and implement them efficiently, 4th Edition

Roberto Stefanetti, Alex Chow

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  1. 764 páginas
  2. English
  3. ePUB (apto para móviles)
  4. Disponible en iOS y Android
eBook - ePub

Implementing Microsoft Dynamics 365 Business Central On-Premise

Explore the capabilities of Dynamics NAV 2018 and Dynamics 365 Business Central and implement them efficiently, 4th Edition

Roberto Stefanetti, Alex Chow

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Información del libro

Implement Business Central and explore methods to upgrade to NAV 2018

Key Features

  • Learn the key roles of Dynamics NAV partner and the roles within your customer's organization
  • Create configuration packages and perform data migration
  • Explore Microsoft Dynamics 365 Business Central to use Dynamics NAV 2018 functionalities in the Cloud

Book Description

Microsoft Dynamics Business Central is a full business solution suite and a complete ERP solution, which contains a robust set of development tools; these tools can help you to gain control over your business and can simplify supply chains, manufacturing, and operations. Implementing Microsoft Dynamics 365 Business Central On-Premise covers the latest features of Dynamics Business Central and NAV from the end users' and developers' perspectives. It also provides an insight into different tools available for implementation, whether it's a new installation or migrating from the previous version of Dynamics NAV.

This book will take you from an introduction to Dynamics NAV 2018 through to exploring all the techniques related to implementation and migration. You will also learn to expand functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, and implement free third-party add-ons to your existing installation. As you progress through the book, you will learn to work with third-party add-on tools. In the concluding chapters, you will explore Dynamics 365 Business Central, the new Cloud solution based on the Microsoft NAV platform, and techniques for using Docker and Sandbox to develop applications.

By the end of the book, you will have gained a deep understanding of the key components for successful Dynamics NAV implementation for an organization.

What you will learn

  • Explore new features introduced in Microsoft Dynamics NAV 2018
  • Migrate to Microsoft Dynamics NAV 2018 from previous versions
  • Learn abstract techniques for data analysis, reporting, and debugging
  • Install, configure, and use additional tools for business intelligence, document management, and reporting
  • Discover Dynamics 365 Business Central and several other Microsoft services
  • Utilize different tools to develop applications for Business Central

Who this book is for

Implementing Microsoft Dynamics 365 Business Central On-Premise is for Dynamics NAV partners and end users who want to know everything about Dynamics NAV implementation. This book is for you if you want to be a project manager or get involved with Dynamics NAV, but do not have the expertise to write code yourself. This book can also help you to understand the need to move to Business Central and its advantages.

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Información

Año
2018
ISBN
9781789134995
Edición
4
Categoría
Computer Science

Data Analysis and Reporting

Data analysis and reporting are an important part in the management of a company. Having a system where you can do accounting, invoicing, warehouse management, and all kinds of things a company does is great. Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central are very good data entry systems and offer ways to provide a flow to the information and make it available when it is needed in order to complete the company's processes. Sales processors enter the sales orders, which are then available to the warehouse employees so that they know what has to be shipped. Once the warehouse employees are done with the shipping, the invoicing people have the information required to compile the invoice.
But companies also need to analyze all this information. Do we ship our orders on time? Which item category is the most profitable? Are our departments generating value for the company? We have to be able to answer these kinds of questions. That is what analysis and reporting can do.
In this chapter, we will explore the tools available to analyze Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central data, both inside and outside the application.
We will cover the following topics:
  • Analyzing data using Filters and FlowFilters
  • Statistics
  • Charts
  • Reports
  • Analysis views
  • Account schedules
  • Extracting Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central data
  • Query objects and Power BI connectors (Power BI will be discussed in a later chapter)
  • Report development

Using Filters and FlowFilters

A good and powerful way to view and analyze data is to use Filters and FlowFilters inside the application.
We have explained the use of filters in the Navigating through your data section in Chapter 3, General Considerations. Refer to that chapter to get some examples on how to use filters to analyze your data.
In that same chapter, we explained what the SIFT is and how to define fields on tables to use that technology. What we did not explain in that chapter is that FlowFilters can be applied over the defined to use SIFT to narrow down the calculated results. That is actually what we will be explaining now.
We will be looking at the Chart of Accounts page to explain how to apply FlowFilters and the results they produce. The procedure is as follows:
  1. Enter Chart of Accounts in the search box of the Microsoft Dynamics NAV Windows client.
  2. Select Chart of Accounts.
  3. The Chart of Accounts page will be shown. The following screenshot shows part of the Chart of Accounts page (Web client):
The fields that are shown are No., Name, Net Change, and Balance, because these are the relevant fields for this example. Net Change and Balance are FlowFields that use the SIFT technology. They both show the sum of G/L entry amounts for the different accounts. On the Windows client, now that we are on a page that uses FlowFields, let's apply FlowFilters and look at the result.
The Limit totals function is currently available in the Windows client and in the Microsoft Dynamics 365 Business Central Web client, both on-premise and online
  1. Click on Chart of Accounts and select Limit totals, the following screenshot shows the Limit totals option for the Windows client:
The following screenshot shows the Limit totals option for the Web client:
  1. Select Date Filter and set 01/01/18..12/31/18 as the filter.
  2. The Net Change field will be updated as shown:
Not all FlowFilters apply to all FlowFields; however, FlowFilters only apply to FlowFields. In the preceding example, we saw that after applying a date FlowFilter, the NET CHANGE field got updated and now shows only the sum of G/L entry amounts in the specified period, while the BALANCE field has remained the same. This is because of the definition of the fields. The definition of the NET CHANGE field states that the calculation of this field will take into account a date filter, while the BALANCE field does not.
Limit total is the place where a user can apply FlowFilters. It can be found in all the application pages where a FlowFilter is available, and also in the Filter section of reports, which will be seen later in this chapter.
Filters and FlowFilters in Business Central Fall Release: In the October release of Microsoft Dynamics 365 Business Central, Filters ha...

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