[Podcast] A Shot of Business Central and A Beer - Episode 2
Updated: Aug 10, 2021
A Microsoft Dynamics 365 Business Central podcast. | S4E2 A Shot of Business Central and A Beer
This month we're talking craft beer, Business Central May 2019 updates, Business Central data migration options, the new Business Central feature allowing you to merge customers and vendors, and commission apps.
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Show Notes
Segment 1 - Craft Beer
Fat Tire Beer - Belgian Red Pale Ale, 5.2% Alcohol by Volume. Now considered an iconic centerpiece of the craft beer movement, Fat Tire represents the American spirit of craft brewing ingenuity and an irresistible imagination that reminds us all to rediscover our playful side. Fat Tire’s unique flavor profile originates from the late 1930s, when local Belgian breweries aimed to satisfy the tastes of visiting British soldiers. English floral hops, subtle malt sweetness and spicy, fruity notes from Belgian yeast made for a balanced yet magical combination. These same characteristics are at the heart of Fat Tire. Classified as an Ameri-Belgo style ale by the revered Great American Beer Festival and World Beer Cup competitions, Fat Tire blends a fine malt presence, fresh herbal hop balance and a touch of fruity yeast to offer drinkers everywhere a timeless craft beer experience with a rare blend of balance and complexity.
Bohemian Style Pilsner - Pale yellow, light white foam, perhaps a few particles, but otherwise bright. 4.8% Alcohol by Volume. New Belgium Brewing's Bohemian Style Pilsner is brewed in the traditional Czech style for a deeply refreshing flavor with a hint of malty sweetness.
Segment 2 - What's New in Business Central for May 2019
Dynamics 365 Business Central Team Members
Based on partner feedback, the Dynamics NAV to Dynamics 365 Business Central on-premises Full user ratio of 1:2 is increasing to 1:3. This change will come into effect on May 15, 2019.
Each Dynamics NAV Full user licensed before May 1, 2019, will receive three Dynamics 365 Business Central on-premises Essentials or three Dynamics 365 Business Central on-premises Premium users.
Each Dynamics NAV Limited Concurrent User Client Access License (CAL) licensed before May 1, 2019 will receive three Dynamics 365 Business Central on-premises Team Members users.
Segment 3 - Special Segment: Business Central Data Migration Options
RapidStart Data Configuration Packages (user-based tools to Import/export data)
Pros:
User-based, no development or Extensions required
Very easy to tailor to any file format using Excel and user interface from within the Business Central environment.
Auto-applies all standard BC record and system validations (date formats, code field validations, etc.)
Cons:
Import of large data sets may take longer than ideal
No business logic can be included to determine how to handle data (multiple tables, if/then/else statements during the import)
Sample use cases:
Customers
Ship-to Addresses
Vendors
Items (?)
On-hand inventory
Outstanding Receivables
Outstanding Payables
Monthly G/L history (summarized net change entry per month)
XML Ports (available as a custom Extension to be developed and deployed within a Business Central environment)
Pros:
Useful for very large data sets due to efficiency of processing XML Ports
Useful for when business logic is needed when data is imported into BC
Useful for when a repeatable process is required for multiple import runs (test runs or importing data multiple time for whatever reason)
Cons:
Requires a developer to:
Build an Extension, so time/investment required
Edit the format or business logic
Sample use cases:
Detailed historical G/L Entry records
Posted Sales Invoice history (insert into both header and line type records using a complex import file format)
Segment 4 - Business Central Feature Spotlight: Merge Customers and Merge Vendors
Feature: Merge Customers/Vendors
Version: Added with the Spring 2019 Release of Business Central
Overview: This new feature allows the user to merge two existing Customer records together or merge two existing Vendor records together. This can be useful when two existing customers or vendors merge with one another, or when a user sets up a new record for an existing customer or vendor because they didn’t know they already exist in the system, and then creates and/or posts transactions against this new customer. Prior to this feature, there was no way to merge existing records, particularly due to all of the related data that would also have to be moved including posted invoices, credit memos, ledger entries, comments, prices, cross-references, ledger entries.
Functionality:
Navigate to the customer you would like to continue to maintain in Business Central
Select More Options Actions Functions Merge With…
Populate the “Merge With…” field
Review the fields to be applied and confirm if any fields on the current customer should be overridden by the field contents from the customer that is to be merged.
Review/confirm related tables to be merged.
Select “Merge”.
Results:
The merged customer/vendor record is no longer on the Customer/Vendor List.
All data has been merged together.
Notes:
There is no “Undo Merge” function, so once the data is merged there is no way to restore the merged customer/vendor.
This is a feature that has been requested for many years and now due to the User Feedback and Requests from the community, Microsoft has included this as a standard feature and we are very excited to be able to deploy this new feature for all of our Business Central clients.
To see this feature in action, view the recorded demonstration below
Segment 5 - Featured Business Central Apps: Commissions
What is a Microsoft preferred solution?
A Microsoft preferred solution is a cloud application selected for its quality, performance, and ability to address customer needs in a certain industry vertical or solution area. A team of Microsoft experts validates solutions from partners with specific proven competencies and capabilities. These solutions are featured in our cloud marketplace storefronts, Azure Marketplace, and AppSource, as well as in the Azure portal. Preferred solutions on AppSource can be discovered by industry verticals. Preferred solutions on Azure Marketplace and the Azure portal can be discovered across horizontal solution categories.
Do you have some questions regarding Microsoft Dynamics 365 Business Central? Let us know below!
