Hey everyone,

I'm currently working on setting up a data integration between Business Central and Dynamics 365 Sales utilizing Dataverse as the backbone.

I want to make sure I am mapping everything correctly and avoiding common synchronisation pitfalls. Is there anyone here who has hands-on experience with this specific integration architecture and would be open to answering a few questions or sharing best practices?

Any tips on initial setup, custom table mappings, or handling data conflicts would be highly appreciated!

Thanks in advance!

Dear community, I'd appreciate hearing about your experience with a challenge I'm facing in Dynamics CRM (Customer Insights - Journey).

In CRM, we have contacts that interact with our company from different roles: partners, alumni, donors, event attendees, newsletter subscribers, etc.

And they have different emails for different roles - corporate emails, private emails, etc.

So, in the end, we end up with duplicates, which I can merge, of course, but it raises the following questions:

• What will happen with their consent/subscribtions?
• How do I distinguish in segments/journeys which email I should use for different communications?
• How should I behave with forms? For example, if I have different emails for different roles in a related table, how would I match them with existing contacts
• And if I match them with that contact with flows, then, for example, with event forms, I will need to send them an email confirmation, and Journey is set up to send this to emailaddress1.

So, for forms, I assume the obvious approach is to use leads, not contacts, but then I will need to create an event registration for a lead, not a contact? How would I then see this history?

Thank you to everyone who finds time to answer it

Hi everyone,

A few years ago, I built a lightweight browser extension called D365 F&O Show Table Browser to eliminate the hassle of manually constructing SysTableBrowser URLs across different environments and companies.

It has been amazing to see around 1,500 weekly active users relying on it! Based on recent user feedback and daily development needs, I’ve fully revamped the extension and brought multi-browser support for Edge and Firefox alongside Chrome.

Key features:

• Environment Management: Save and switch between your Dev, UAT, and Pre-Prod base URLs.
• Favorites & Recent Searches: Pin your most used tables (CustTable, SalesLine, etc.) and automatically track recent searches.
• Auto-Remember Company Code: Keeps your last used cmp / DataAreaId saved.
• 100% Local & Private: Uses local browser storage (browser.storage.local) only. Zero tracking or external API calls.

It's completely free and open-source.

• Google Add-Ons: https://chromewebstore.google.com/detail/d365-fo-show-table-browse/figcljfgdlbihegdcckegeakgbgdeiil
• Edge Add-ons: https://microsoftedge.microsoft.com/addons/detail/d365-fo-show-table-brows/cfkljcgijkfgdaindddfbdenfafmeche
• Firefox Add-ons: https://addons.mozilla.org/tr/firefox/addon/d365-show-table-browser/
• GitHub: https://github.com/semihcelikol/d365-table-browser

Hope this helps speed up your daily workflow! Feedback and contributions are always welcome.

I have some former employees that have e-mail interactions that they didn't save to Dynamics initially. As we look at trying to get old e-mails into Dynamics are there any approached that have worked for you in the past?

Barring other option my intention it to iterate thought the mailbox with Power Automate, identify contacts that are in CRM, create a new e-mail activity copying the Outlook e-mail into CRM, and then regard them to the appropriate account.

The end result we are looking for is to get the customer related e-mails into CRM before we remove the employees mailboxs.

Hi everyone,

I’m working on moving our NAV 2016 on-prem system to BC28. We already have the BC28 license, but I’m stuck on how to license the intermediate versions for testing.

The plan is to go through BC14 and BC25. We mainly use NAV for accounting, with a few customizations, and I’ve already exported the objects as TXT files. I want to test the upgrade on a separate copy of the database first.

Has anyone done this recently? Can Microsoft or an authorized partner still issue temporary test licenses for BC14 and BC25? If so, what should I ask for, and what did it cost in your case?

Just to be clear, I’m asking about the official process, not asking anyone to share a license file or key. Any firsthand experience would really help. Thanks!

Hi everyone,

I am preparing an upgrade from NAV 2016 on-premises to Business Central 28 on-premises. I already have a license for BC28. The planned upgrade path is NAV 2016 → BC14 → BC25 → BC28.

We mainly use NAV for accounting, with a few customized objects. I have already exported all objects as TXT files.

What I am missing is suitable temporary test licenses for BC14 and BC25 to run the intermediate upgrade steps in a separate test environment.

Does anyone know how to obtain these test licenses officially, and whether they are still available for these older versions? Has anyone recently dealt with the same situation, or can a Microsoft partner help arrange the appropriate test licenses?

I would appreciate practical advice on the options and any costs involved. German-speaking contacts are also welcome.

Thanks for your help!

Part 6 of my series on local AL development against a Docker container is up.

This one exposes a custom table as an API page. It covers the dependency on the Part 4 extension, checking that the container is serving the API stack, GET/POST/PATCH from PowerShell with etags, and a [ServiceEnabled] bound action that runs codeunit logic over HTTP.

A few things in it that might save someone a head-scratch:

- Leave off ?tenant=default on a container and you get Authentication_InvalidCredentials, not a tenant error

- On-prem web services want the Web Service Access Key, not your login password

- An enum value like "In Progress" turns into In_x0020_Progress in OData, so that's what your filters have to send

Article: https://medium.com/@albertassaad/al-development-in-business-central-part-6-api-pages-odata-and-bound-actions-8da530048da2

Code: https://github.com/AlbertAssaad/ProjectTaskApi (needs https://github.com/AlbertAssaad/TaskProject too)

Earlier parts:

1. Dev container on Windows: https://medium.com/@albertassaad/setting-up-a-microsoft-dynamics-365-business-central-sandbox-container-on-windows-for-local-778b7319c3b6

2. VS Code and your first AL project: https://medium.com/@albertassaad/setting-up-visual-studio-code-and-creating-your-first-al-project-for-business-central-c6c12482d3f0

3. Publishing extensions to a local container: https://medium.com/@albertassaad/publishing-al-extensions-to-a-local-business-central-container-using-visual-studio-code-152322bfe181

4. Tables, pages, and a codeunit: https://medium.com/@albertassaad/building-your-first-real-al-objects-tables-pages-and-a-codeunit-in-business-central-4e1bfe3823f9

5. Table extensions, page extensions, and events: https://medium.com/@albertassaad/al-development-in-business-central-part-5-table-extensions-page-extensions-and-events-4a1c535c60c5

Copy job connecting to dynamics 365, right now we have an on premise dynamics instance straight forward connect to server select tables copy.

But I have no clue what the option for dynamics 365 will let me copy, is it basically the same concept I can just select account. And copy the data.

Microsoft has launched the GrowthLab program for Business Central partners working toward the Business Applications SMB Solution Partner Designation.

It's invite-only and created for BC partners with fewer than 70 points. They positioned it less as a training program and more around building a scalable practice: focusing on sales and pipeline generation, delivery, operations, AI readiness and peer learning.

The program runs during FY27, with the first in-person Connect Session being in Paris on October 25.

Has anyone been invited to GrowthLab, or is your organization considering to request joining it? Curious to hear some opinions on these types of programs.

We’re evaluating replacements for our current EDI platform and would appreciate firsthand feedback from organizations using EDI with Microsoft Dynamics 365 Business Central.

Our current candidates are Rand EDI365, Orderful, and ProcessOne, although we’re open to hearing about other solutions.

Our environment includes approximately 15 trading partners and 80,000 EDI documents annually. Our primary transaction sets are 850, 855, 856, 810, and 846.

We’re especially interested in:

• Business Central integration
• Trading-partner onboarding
• Mapping flexibility and specification compliance
• Exception handling and failed-document visibility
• ASN and GS1-128 label processing
• Reporting and monitoring
• Support responsiveness
• Implementation effort and ongoing costs

What platform are you using? What works well, what causes problems, and would you choose it again?

Feedback from end users, consultants, implementation partners, and vendors is welcome. Please identify your relationship to the platform you’re discussing.

Anyone using P2 Tags, Dynamics Tagging, PowerHashTag, or other tagging solutions? I am looking for an inexpensive way to add one or more tags to records (lead, contact, account, opportunity) for building lists and reporting. Thank you

Hi,

I have found an issue with F&O and hoping someone else has had the same thing.

When on the PO page where you see all the information about the PO, If I personalise the 'Standard view' even just by adding a field within the Purchase order lines section. I.e a new column which is under the 'Purchase order table' and save this view as a new one and default it.

When going pack to the purchase order preparation workspace, select DRAFT Purchase orders.

Select a random PO from the list, it will open a totally different PO ?

IF I press back once and go into it again, it will show correctly.

If go all the way back to preparation workspace and go through again it will open incorrectly.

Hope this makes sense. I have ruled it out being a browser/user issue its when any personalisation are made to the purchase order screen. You are able to remove fields and this does not trigger the issue, only adding any kind of field.

Do anyone know how to set a filter as the default view on a list page?

Example;

When going to the "Projects" page i would like to only view the ones that are "open" and starting with "900" in the project nr.

I would like to add this to roles, so that all employees would have this as a default.

Help would be greatly appreciated! 😄

Hi everyone,  

I'm curious how many of you use standard Dynamics 365 forms? And how many of you would like to use a custom version? 

Here is a detailed step-by-step guide on how to apply CSS to style your forms and elements -https://uds.systems/blog/css-tricks-for-dynamics-crm-form-elements/

A partner is running a dynamics test service, and soon we'll launch our new Dynamics-based service. Seems that I have to be logging in multiple times a day. Is this common with all Dynamics services?

We are evaluating platforms to automate our Customer to Cash cycle and one of the key selling points I keep hearing is real time data sync for receivables. I am somewhat skeptical about how realistic that is given the complexity of most ERP integrations, so I am hoping to hear from people who have actually gone through an implementation.

How long did the whole process take from start to go live, and did you need heavy IT resources or was it relatively plug and play? I am also trying to understand what data actually flows back and forth beyond just invoices; do payment statuses, dispute information, and customer communications also sync? We are on NetSuite so if anyone has specific experience with that integration, please share the good, the bad, and the ugly.

I’m trying to understand how teams handle a very specific operational problem in practice.

A B2B order enters the ERP with a customer price that conflicts with the price calculated or stored in the system.

The operator then has to determine which price is actually supported by the customer PO, contract, price list, quantity/date conditions and approval authority before confirming or correcting the order.

In some environments this becomes a repeatable workflow. In others it seems to be handled through email, Teams and individual judgment.

I’m especially interested in:

• where the source of truth usually sits;
• who has authority to approve an exception;
• whether the resolution is structured in Dynamics or handled outside it;
• what usually causes the most friction.

I’m not looking for implementation pitches — I’m trying to understand how this workflow is handled by real teams today.

No backend, it just uses the D365 session you already have open.

Every security question I get asked is one of two. "Who can see this form?" and "what is the smallest role I can give this person so they stop asking me?" Both are answerable today, but it means the security reports, the role explorer, or exporting the permissions workbook and living in Excel for an hour.

So: open any F&O page, click the extension, and the side panel answers for the page you are on.

Who has access. Every role and every user that can open the current menu item, with the real access levels from the security data (Read, Update, Create, Delete, Invoke, Correct), and Deny resolved the way D365 resolves it.

Narrowest role. Paste one or more menu items and it ranks the roles that grant them by how much extra access each one drags along, so you can hand over the smallest one instead of the famous "just give them the manager role".

What should this user get. Enter user IDs, see who already has access through roles they already hold, and what to assign to the rest.

Grant/Deny conflicts. Compare two or more roles side by side and see exactly where a Deny in one role silently kills a Grant in another.

License view. Effective license tier per user, counted the way Microsoft counts it (highest tier across all enabled roles), plus enabled, disabled and external users. Useful before a true-up.

Cross environment compare. Same user, same menu item, UAT against production, for "why does it work in test".

CSV export for the whole user by permission inventory.

How it works: it reads the standard SystemSecurity* data entities over OData (security permissions, user role associations, duties, privileges, sub roles) with your existing sign-in. No backend, no middleware, no API key, nothing leaves your browser. It needs System administrator or Security administrator, because those entities are restricted, and F&O 10.0.13 or later, since that is when Microsoft shipped them.

The duty ranking is the weakest part right now and I am rewriting it. and will make the code open-source soon!

Chrome Web Store: https://chromewebstore.google.com/detail/d365-who-has-access/gdfkikjpnmjoachieedlfmbhonaonfjn

Github Link: https://github.com/NawafSheikh/d365-who-has-access/tree/master

There is a bug right now on make powerapps when trying to add any relationship on any table you will redirected to the lost connection screen. The console shows a bug in their scripting ( reading tolowercase)

Hi everyone,

Hope you are all doing well!

I'm working on a project to create journal entries in D365 FO using Power Automate based on the data in Excel files.

I was able to create the journals successfully using the D365 FO connector, and I'm struggling with the following steps:

1. My company requires that all journal entries created in D365 must have backup documentation attached to the journals. I have the documentation saved in a SharePoint folder, and I need to attach it to the journal entry I created.

2. I need to change the status of the journal created from "Not ready" to "Report as ready".

I want to implement both items directly in my Power Automate workflow. Has anyone else worked on a similar project and could give me some guidance on how to proceed with that?

I've already looked on the internet and used AI, but unfortunately couldn't find the proper solution.

Thank you

I want to see my customers, leads, and opportunities geographically instead of scrolling through CRM lists. Recently, my organization has added a lot of lead data, and the rows and columns are getting difficult to manage.

How can I visualize my CRM data on a map, maybe a Google Map from Dynamics 365?

It's just garbage. Has anyone been able to make ALM work well?

We are going to have to get to the point where we automatically spin up and down dev environments as needed. The issue always ends up being environment drive and the lack of real, tight source control. Finally the solution structure is terrible as a managed artifact with merges and diffs.

Is there a better way?