Dynamics Business Central / NAV Developer Digest - Vol. 490
ArcherPoint’s Developer Digest focuses on Microsoft Dynamics 365 Business Central and Dynamics NAV development. This week’s volume includes in-client page scripting in Business Central, native CRM functionality in BC, linking BC and Power Platform environments, and passing BC data to and from Excel.
The Dynamics 365 Business Central community, consisting of developers, project managers, and consultants, collaborates across various platforms to share valuable insights. At ArcherPoint, we greatly value their dedication and expertise. To ensure widespread access to this technical knowledge, we created Developer Digest.
Business Central’s in-client page scripting tool is a game changer
One of the new features in Business Central 2024 Wave 1 is the in-client page scripting tool, which lets users record and replay user acceptance tests. With this new feature, the BC web client allows you to record actions like opening pages or entering data. The recording can be saved, shared, and even altered with different data input to test various scenarios.
Brad Prendergast offers a great tutorial on using this feature in his blog, Dynamics 365 Business Central 2024 Wave 1 – In-client Page Scripting Tool.
Check out Microsoft’s learning page, Use in-client page scripting tool for acceptance testing, for more.
Using native CRM functionality in Business Central
Users often overlook the CRM capabilities that come with Business Central. Called “Relationship Management,” the CRM functions include Contact Management, Contact Segmentation, Profile Questionnaires, Opportunity Management, Task Management, Campaign Management, Marketing Segments, Outlook Insights, and Interaction Tracking.
CPA Robb Delprado offers a brief tutorial on how to create contacts, record interactions, and segment data in his article, Did You Know the CRM in Dynamics 365 Business Central Can Simplify Accounts Receivable Follow-up?
Linking Business Central with your Power Platform environment
A new option in Business Central allows users to link a Business Central environment to a Power Platform environment. Linking the two environments allows Business Central to inherit settings from Power Platform and provide a default target environment when integrating Business Central with other Dynamics 365 and Power Platform products.
Stefano Demiliani describes using this feature in his blog, Dynamics 365 Business Central: linked Power Platform environment.
Passing data to and from Excel
Erik Hougaard had an interesting idea: Suppose you wanted to get data out of Business Central and place it in a specific cell in Excel that you can edit from both sides, Excel and Business Central.
Erik’s video provides proof of concept that shows it can be done: I have never seen Business Central integrate with Excel like this!
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Are you interested in Dynamics NAV and Business Central development? Check out our collection of NAV/BC Development Blogs.
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