Category Archives: Data

Merge entity duplicity

In the case of duplicity in Customers, Vendors or Contacts, the system offers functionality to merge related record. To run it, go to the customer/vendor/contact card and run action “Merge With…”.

The setup window is opened for the entity from which the page was started. In the header, the opposite entity with which we want to merge has to be chosen, then the system lookup all relevant data and show them in the tab below.

In this tab, the user can see all conflict between the source entity and the selected one. If you want to save the value of any field from the selected entity, choose “Override”; otherwise, the value from the source entity will be used.

The last tab, “Related Tables”, shows all tables where the source or selected entity were found. The most important information is whether there are any conflicts in the column “Conflicts”. If there are any problems, in the next step it will be necessary to resolve them before the process of merging could be finished.

Whether there are any conflicts or not, continue with the action “Merge”. If there are some conflicts, resolve them and then run the “Merge” again. If there aren’t any, just confirm the merging process.

New Features: Managing permissions to export data to Excel

With the new version of the Business Central (2020 Wave 1) administrators have a way how to restrict users who could export data to Excel. This is common request across all industries to allow this functionality to only some users.

The permission is under the permission set “D365 Excel Export Action” and for system with own permission sets it could be done by specifying System Permission ID 6110.

Users who don’t have this permission are not able to export any data from any page (“Open in Excel” or “Edit in Excel”).

The specific action (Open or Edit) is dependent on whether the Excel Add-In in installed on the user’s computer. In the Cloud version, if user has Add-In he see both actions; however, in the On-Premise version only one of them is shown (based on whether the Add-In is installed or not). This can’t be unfortunately changed by any setup and we have to hope that it will change in the future.

All released or planned features from Microsoft Dynamics 365 Business Central 2020 Wave 1 could be found on Microsoft Docs.

Page Inspection

Page inspection is a function that lets users get details about a page. The provided information is split into a few separated tabs:

Object information

Information about the page and the underlying table (name and object ID).

Table Fields

Table Fields tab shows information about data in the underlying table. If the table does not have an underlying table, no information in this tab is shown. Page fields calculated using variables (also table field from a different table than the underlying one) are not shown.

– User in this tab can find
– ID and Name of the field
– Data Type of the field
– Value of the field
– Other details (primary keys, extension names…)

Extensions

List of all extensions that are subscribed to the page or corresponding table.

Page Filters

Page Filters show current filters that are applied to the page. All filters within all FilterGroups are shown (with information about in which FilterGroup they are applied)

Page Inspection – Table Fields and Page Filters

The functionality of Page Inspection is very similar to About this Page in the original Microsoft Dynamics NAV Role Tailored Client.

About This Page – original functionality in Microsoft Dynamics NAV roletailored client.