‘Edit-in-excel’ is only available on some pages and disallows importing data in Business central. To use the same functionality of Dynamics Navision for exporting and importing data on any page we have discovered the solution in Business Central. If Importing the transactional data from Business Central to excel is not available then it may cause an obstacle to many organizations as it
Increases manual work
One of our Project Lead, in his recent blog, described- ‘How anyone can perform the export/import of data when ‘Edit-in-excel’ is not available.’ Read Here. If you want to know more about the features of Business Central call us at 079-66112690 or drop in the mail with your query at firstname.lastname@example.org
Organizations, whose business depends on various custom reports which are interactive and printable, Microsoft has provided them with the solution known as SQL Server Reporting Service (SSRS in short) in Dynamics CRM. SSRS provides tabular, graphical and free-form reports from relational, multidimensional and XML based data sources, with the SQL reporting services and SQL server, organizations can get a unified solution for report design and data warehousing. Reports can be published and accessed on demand. Based on the organization’s needs and demand Intech has developed some custom SSRS reports. These reports can be downloaded in a PDF format just from a button click.
1. Quotation Report
A table-based report of a business document which contains details about the order/offer.
2. Proforma Invoice Report
A table-based invoice which is calculated as an estimate of an actual invoice amount.
3. Annexure Report
Annexure report displays the characteristics of the order placed by the user.
4. Revised Quotation Report
Up to 5 revisions of a Pricing Structure organization can view the quotation in the table-based form.
5. Expense Voucher Report
Matrix-based reports dynamically generate all expense of any type done by the Users day and date wise.
6. Expense Voucher List
The matrix-based report, which displays a list of all the expense day and date wise of a User.
7. Group Tour Wise Report
Tour wise user’s expense report, in day wise and expense type wise total.
8. Envelope Print and Big Envelope Print
The report will display details of courier and print on an envelope.
9. Order Report
A table-based Order Report with multiple entities and data set are used for fetching data.
10. Hit Rate Report
A table-based report, which displays quote and order count of a salesperson in the current and previous year with a percentage. Filter with start and end date can also be applied.
11. Customer Order Summary
A table-based report, which can be used to check the details of the customer order. One can check the details based on salesperson and the account type (new or existing). Use the Toggle button to expand the report.
12. Troubleshoot Time Analysis Report
Displays, service call count with a troubleshoot time greater than 0 with the calculated percentage and start and end date. This report is for a particular financial year.
13. Response Time Analysis Report
This report displays, service call count with a response time greater than 0 with the calculated percentage and start-end date for a particular financial year.
14. Availability Chart Report
This report is specially designed for the Real-Estate Industry, who needs to have a report of the available, Booked and Hold rooms block and floor wise. It is a matrix-based report.
15. Time Stamp Report
If anyone wants to know the difference between the two columns based on days, this table can be used. This table shows Maximum, Minimum and Average days for that selected date range.
16. Timesheet Report
Displays Project wise customer’s time sheet in a table format.
These are some of the reports customized by our team, based on the requirement of our clients. If you wish to know more about these reports or want to have a customized SSRS report, contact us!
In this blog, we will discuss the tool – Quick Search and Add Items developed by Intech System in Dynamic CRM.
The main purpose of this tool is to reduce complexity and longish standard procedure of adding the product, also it’s intention is to add a product dynamically based on the given criteria to search, so one can easily add the product from the displayed list.
It gives you a choice to select Entities and Attributes as per your requirement using “Configuration” and “Configuration Settings” entities as shown below:
As shown in the above screenshot there are drop downs to select the entity,
Main Entity in which the user wants to add line items (ex. Opportunity, Quote, Order)
An entity related to filter records (Ex. Product)
An entity to create line item (Ex. SalesOrderDetails, OpportunityProduct & QuoteProduct).
Now, click on the “+” button it will open the form of configuration settings to add fields as below
A user must select the Type of attribute which are: –
For a filter – to filter records
For a view – to display records related to it
Fields for creation – to create the line item
Based on the selected type user must select the attribute from the displayed dropdowns:
For fields related to filter, a user can select at most three fields of type string at a time.
For fields related to View, a user can select at most nine fields of following types to display:
Two Option set
Also, a user must have to select fields as a “fields for view” which are necessary to create the line, this suggestion is also displayed in “Configuration” form as shown below,
For fields related to Creation, select only required fields of the following type to create line item from the drop-down:
Now there is one important field in both “Configuration” and “Configuration settings” which is
Is Active (Two option set): – This field (In configuration settings) indicate that if it’s “Yes” then and only then this attribute is going to be used further,
This field (In configuration settings) indicate that if it’s “Yes” then and only then this attribute is going to be used further,
(In configuration) – If there were more than one records having the value of these fields as a “Yes” than it will consider the record which created recently.
For a reference, below screenshot of the configuration record for “Order” Entity is used to add product.
Now, ribbon button “Add Product” on the main entity like order, quote and opportunity used to open the popup for adding product as below,
A product will be added in the “Product” section in respective form,
Now to search and add product click on button + Add Product, it will open a popup like shown below,
In the above screenshot, textboxes were created based on the “fields for filter” from the configuration entity.
In opened popup enter at least one criteria to filter the product and click on the Search button or press Enter, then the result will be shown like below.
A column contains in the displayed result is populated based on the “Fields for view” from the configuration entity.
Fields having type “Unique Identifier” are not going to be displayed in the resulted list (ex. Product-which are used only for line item creation)
If you’ve not entered any criteria than the following message will be popup “Please enter at least one criteria to search”.
To Add Product: –
Enter the Quantity and Click “Add” Button.
After the button clicked message will be shown that “Product Line Item is added” also the quantity will be empty, and the button will be disabled.
An added product will be shown in the Product section with related data like below,
A button will be disabled until the “Quantity” is not filled.
You can filter 50 records at a time.
The main form will be refreshed after the product will be added to it.
If you’ll try to enter any non-numeric value in quantity than the following message will be popup “Please enter a numeric value!”.
If you wish to opt for a tool/functionality for Dynamic CRM or Dynamic 365 which reduces your lengthy and tedious process of adding an item into product list, contact us at email@example.com