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Programming Microsoft Dynamics 365 Business Central
Programming Microsoft Dynamics 365 Business Central

Programming Microsoft Dynamics 365 Business Central: Build customized business applications with the latest tools in Dynamics 365 Business Central , Sixth Edition

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Programming Microsoft Dynamics 365 Business Central

Introduction to Business Central
"Time changes all things; there is no reason why language should escape this universal law."
– Ferdinand de Saussure
"When we use a language, we should commit ourselves to knowing it, being able to read it, and writing it idiomatically."
Ron Jeffries

Microsoft Dynamics 365 Business Central has one of the largest installed user bases of any enterprise resource planning (ERP) system, serving over 150,000 companies and 2.5 million plus individual users, at the time of writing. The community of supporting organizations, consultants, implementers, and developers continues to grow and prosper. The capabilities of the off-the-shelf product increase with every release. The selection of add-on products and services expands both in variety and depth.

The release of Microsoft Dynamics Business Central continues its 20-plus year history of continuous product improvement. It provides more user options for access and output formatting. For new installations, Business Central includes tools for rapid implementation. For all installations, it provides enhanced business functionality and more support for ERP computing in the cloud, including integration with Microsoft Office 365.

Our goal in this chapter is to gain a big-picture understanding of Business Central. You will be able to envision how Business Central can be used by managers (or owners) of an organization to help manage activities and the resources, whether the organization is for-profit or not-for-profit. You will also be introduced to the technical side of Business Central from a developer's point of view.

In this chapter, we will take a look at Business Central, including the following topics:

  • A general overview of Business Central
  • A technical overview of Business Central
  • A hands-on introduction to Visual Studio Code development in Business Central

Business Central – an ERP system

Business Central is an integrated set of business applications designed to service a wide variety of business operations. Microsoft Dynamics 365 Business Central is an ERP system. An ERP system integrates internal and external data across a variety of functional areas, including manufacturing, accounting, supply chain management, customer relationships, service operations, and human resource management, as well as the management of other valued resources and activities. By having many related applications well integrated, a fully-featured ERP system provides an enter data once, use many ways information processing toolset.

Business Central ERP addresses the following functional areas (and more):

  • Basic accounting functions (for example, general ledger, accounts payable, and accounts receivable)
  • Order processing and inventory (for example, sales orders, purchase orders, shipping, inventory, and receiving)
  • Relationship management (for example, vendors, customers, prospects, employees, and contractors)
  • Planning (for example, MRP, sales forecasting, and production forecasting)
  • Other critical business areas (for example, manufacturing, warehouse management, marketing, cash management, and fixed assets)

A good ERP system, such as Business Central, is modular in design, which simplifies implementation, upgrading, modification, integration with third-party products, and expansion for different types of clients. All the modules in the system share a common database and, where appropriate, common data.

The following groupings of individual Business Central functions are based on the Search menu structure, which is supplemented by information from Microsoft marketing materials. The important thing is to understand the overall components that make up the Business Central ERP system:

Business Central has a role tailored User Interface (UI). In Business Central, there are four instances of the role tailored client (RTC)—one each for Windows, web interaction, tablet use, and as a phone client. Generally the various clients are referred to for the most part based on where and how they are displayed (Windows, web, tablet, and so on).

The Windows client is only available for on-premises installations.

Financial management

At the foundation of any ERP system is financial management. Irrespective of the business, the money must be kept flowing with a track of it. Business Central's financial management module contains the tools that help to manage the capital resources of the business. These include all or part of the following application functions:

  • General ledger, for managing the overall finances of the firm
  • Cash management and banking, for managing the inventory of financial assets
  • Accounts receivable, for tracking the incoming revenue
  • Accounts payable, for tracking the outgoing funds
  • Analytical accounting, for analyzing the various flows of funds
  • Inventory and fixed assets, for managing inventories of goods and equipment
  • Multicurrency and multilingual, for supporting international business activities

Manufacturing

Business Central manufacturing is general-purpose enough to be appropriate for Make to Stock (MTS), Make to Order (MTO), and Assemble to Order (ATO), as well as various subsets and combinations of those. Although off-the-shelf Business Central is not particularly suitable for most process manufacturing and some of the very high-volume assembly line operations, there are third-party add-on and add-in enhancements available for those applications. As with most of the Business Central application functions, manufacturing can be implemented either in a basic mode or as a fully-featured system. Business Central manufacturing includes the following functions:

  • Product design (BOMs and routings), for structure management of product components and the flow management of manufacturing processes
  • Capacity and supply requirement planning, for tracking the intangible and tangible manufacturing resources
  • Production scheduling (infinite and finite), execution, and tracking quantities and costs, plus tracking manufacturing resources' planned use, both on a constrained and unconstrained basis

Supply chain management

Some of the functions that are categorized as part of Business Central supply chain management (SCM), such as sales and purchasing, are actively used in almost every Business Central implementation. The supply chain applications in Business Central include all or parts of the following applications:

  • Sales order processing and pricing, to support the heart of every
    business
  • Purchasing (including requisitions), for planning, entering, pricing, and processing purchase orders
  • Inventory management, for managing inventories of goods and materials
  • Warehouse management, including receiving and shipping, for managing the receipt, storage, retrieval, and shipment of material and goods in warehouses

As a whole, these functions constitute the base components of a system that's appropriate for distribution operations, including those that operate on an ATO basis.

Business intelligence and reporting

Although Microsoft marketing materials identify business intelligence (BI) and reporting as though it were a separate module within Business Central, it's difficult to physically identify it as such. Most of the components that are used for BI and reporting purposes are (appropriately) scattered throughout various application areas. In the words of one Microsoft document, business intelligence is a strategy, not a product. Functions within Business Central that support a BI strategy include the following:

  • Standard reports: Distributed and ready to use by end users
  • Account schedules and analysis reports: A specialized report writer for general ledger data
  • Query, XMLport, and report designers: Developer tools to support the creation of a wide variety of report formats, charts, and XML and CSV files
  • Analysis by dimensions: A capability embedded in many of the other tools
  • Interfaces into Microsoft Office and Microsoft Office 365, including Excel-communications of data either into Business Central or out of Business Central
  • RDLC report viewer: Provides the ability to present Business Central data in a variety of textual and graphic formats, including user interactive capabilities
  • Interface capabilities such as Dotnet interoperability and web services: Technologies to support interfaces between Business Central and external software products
  • Standard packages for Power BI: Integrated in the role center as well as dashboards

Relationship management

Business Central's relationship management (RM) functionality is definitely the little sister (or, if you prefer, little brother) of the fully featured standalone Microsoft CRM system and Dynamics 365 for Sales and Dynamics 365 for Marketing. The big advantage of Business Central RM is its tight integration with Business Central customer and sales data.

Also falling under the heading of the customer relationship module is the Business Central service management (SM) functionality. The different functionalities under RM and SM are as follows:

  • Relationship management:
    • Marketing campaigns, to plan and manage promotions
    • Customer activity tracking, to analyze customer orders
    • To-do lists, to manage what is to be done and track what has been done
  • Service management:
    • Service contracts, to support service operations
    • Labor and part consumption tracking, to track resources that are consumed by the service business
    • Planning and dispatching, to manage service calls

Human resource management

The Business Central human resources module is a very small module, but it relates to a critical component of the business: employees. Basic employee data can be stored and reported via the master table (in fact, you can use the human resources (HR) module to manage data about individual contractors in addition to employees). A wide variety of individual employee attributes can be tracked by the use of dimension fields:

  • Employee tracking: Maintain basic employee description data
  • Skills inventory: Inventory of the capabilities of employees
  • Absence tracking: Maintain basic attendance information
  • Employee statistics: Tracking government required employee attribute data such as age, gender, length of service

Project management

The Business Central project management module consists of the job functionality that's supported by the resources functionality. Projects can be short or long term. They can be external (in other words, billable) or internal. This module is often used by third parties as the base for vertical market add-ons (such as construction or job-oriented manufacturing). This application area includes parts or all of the following functions:

  • Budgeting and cost tracking, for managing project finances
  • Scheduling, for planning project activities
  • Resource requirements and usage tracking, for managing people and equipment
  • Project accounting, for tracking the results

A developer's overview of Business Central

From the point of view of a developer, Business Central consists of about almost six thousand potentially customizable, off-the-shelf program objects, plus the integrated development environment (IDE/Visual Studio Code) development tools that allow us to modify existing objects and create new ones.

Business Central object types

Let's start with basic definitions of the Business Central object types:

  • Table extension: Table extensions allow for the creation of companion tables that are linked to tables defined by Microsoft in the base product or by other solutions.
  • Page customization: Page customizations allow controls in existing pages to be modified and moved. As they are primarily a tool for use by end users, they are outside the scope of this book.
  • Page extension: Page extensions allow controls in existing pages to be added or hidden.
  • Table: Tables serve both to define the data structure and to contain the data records.
  • Page: Pages are the way data is formatted and displayed appropriately for each of the client types and user roles.
  • Report: Reports are provided for the display of data to the user in hard copy format, either on-screen (preview mode) or via a printing device. Report objects can also update data in processes with or without data display.
  • Codeunit: Codeunits are containers for code that's been utilized by other objects. Codeunits are always structured in code segments called procedures.
  • Query: Queries support extracting data from one or more tables, making calculations, and outputting them in the form of a new data structure. Queries can output data directly into charts, Excel, XML, and OData. They can be used as an indirect source for pages and reports.
  • XMLport: XMLports allow for the importing and exporting of data to/from external files. The external file structure can be in XML or other file formats.
  • Profile: Profiles allow the definition of Role Centers and group page customizations.
  • Control add-in: Control add-in objects allow the display of HTML5 visualizations based on data from Business Central. These objects can send back events that can be used to trigger additional code.

The Visual Studio Code integrated development environment

Business Central includes an extensive set of software development tools. The Business Central development tools are accessed through Visual Studio Code. Visual Studio Code includes the Application Language (AL) compiler extension. All Business Central programming uses AL.

When used on premises, the old development environment C/SIDE can also be used for development. To learn C/SIDE, refer to the following book: Programming Microsoft Dynamics NAV, 2017. The use of C/SIDE for Business Central development is discouraged by Microsoft.

The Visual Studio Code IDE is Microsoft's most popular code editor and is available for Windows, Linux, and macOS. The images used in this book will be from Windows. You can download Visual Studio Code from https://code.visualstudio.com/:

Visual Studio Code icons

When we open Visual Studio Code, we will see five icons. The icons appear on the left-hand side part of the screen. The icons determine the navigation part that appears on the left-hand side of your screen. If you click on an icon twice, the navigation part will be hidden and allow full screen code editing.

Explorer

The EXPLORER view is the default view when you open a project. It allows you to view the files in a project and select one or more files for editing. The EXPLORER view is shown in the following screenshot:

Search

The SEARCH view provides an advanced search and replace option within the files of your project. The SEARCH view is shown in the following screenshot:

Source control

Visual Studio Code provides access to a built-in connection to SOURCE CONTROL. When source control is activated, all changes that are made to files are automatically tracked and displayed in this window:

The video at https://www.youtube.com/watch?v=NTY5VELbCWI&t=22s explains how to get started with Source Control in Visual Studio Code.
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Description

Microsoft Dynamics 365 Business Central is a full ERP business solution suite with a robust set of development tools to support customization and enhancement. These tools can be used to tailor Business Central's in-built applications to support complete management functions for finance, supply chain, manufacturing, and operations. Using a case study approach, this book will introduce you to Dynamics 365 Business Central and Visual Studio Code development tools to help you become a productive Business Central developer. You'll also learn how to evaluate a product's development capabilities and manage Business Central-based development and implementation. You'll explore application structure, the construction of and uses for each object type, and how it all fits together to build apps that meet special business requirements. By the end of this book, you'll understand how to design and develop high-quality software using the Visual Studio Code development environment, the AL language paired with the improved editor, patterns, and features.

What you will learn

  • Programming using the AL language in the Visual Studio Code development environment
  • Explore functional design and development using AL
  • How to build interactive pages and learn how to extract data for users
  • How to use best practices to design and develop modifications for new functionality integrated with the standard Business Central software
  • Become familiar with deploying the broad range of components available in a Business Central system
  • Create robust, viable systems to address specific business requirements
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Length: 536 pages
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Language : English
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Table of Contents

11 Chapters
Introduction to Business Central Chevron down icon Chevron up icon
Tables Chevron down icon Chevron up icon
Data Types and Fields Chevron down icon Chevron up icon
Pages - The Interactive Interface Chevron down icon Chevron up icon
Queries and Reports Chevron down icon Chevron up icon
Introduction to AL Chevron down icon Chevron up icon
Intermediate AL Chevron down icon Chevron up icon
Advanced AL Development Tools Chevron down icon Chevron up icon
Successful Conclusions Chevron down icon Chevron up icon
Successful Conclusions
Creating new AL routines
Callable functions
Codeunit 358 – DateFilterCalc
Codeunit 359 – Period Form Management
FindDate function
NextDate function
CreatePeriodFormat function
Codeunit 365 – Format Address
Codeunit 396 – NoSeriesManagement
Function models to review and use
Management codeunits
Multi-language system
Multi-currency system
Navigate
Modifying for Navigate
Debugging in Business Central
Dialog function debugging techniques
Debugging with MESSAGE and CONFIRM
Debugging with DIALOG
Debugging with text output
Debugging with ERROR
The Business Central debugger
Activating the debugger
Creating break events
The debugger window
Visual Studio Code test-driven development
Other interfaces
Client Add-ins
Client Add-in comments
Business Central development projects – general guidance
Knowledge is key
Data-focused design
Defining the required data views
Designing the data tables
Designing the user data access interface
Designing the data validation
Data design review and revision
Designing the Posting processes
Designing the supporting processes
Double-check everything
Designing for efficiency
Disk I/O
Locking
Updating and upgrading
Design for updating
Customization project recommendations
One change at a time
Testing
Database testing approaches
Testing in production
Using a testing database
Testing techniques
Deliverables
Finishing the project
Plan for upgrading
Benefits of upgrading
Coding considerations
Low-impact coding
Supporting material
Summary
Questions
Assessments Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.4
(5 Ratings)
5 star 40%
4 star 20%
3 star 0%
2 star 20%
1 star 20%
Tina Mourelatou May 16, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
We’ve been looking for a easy to follow guide book to use for starting up with Business Central and this book was exactly up for the task and easy to follow
Amazon Verified review Amazon
Esma Oct 10, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Indispensabile per chi fa programmazione e per chi si approccia al programma per la prima volta
Amazon Verified review Amazon
Metitato Nov 21, 2023
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Buch ist gut aufgebaut, verständlich und hilfreich. Einen Punkt Abzug weil es m.E. sehr teuer ist.
Amazon Verified review Amazon
Andrew Mar 11, 2022
Full star icon Full star icon Empty star icon Empty star icon Empty star icon 2
It's clear that there's a lot of expert knowledge that went into this book. Unfortunately, it seems that they spent so much money on their AL experts that they didn't have any left over for writers or editors.There is little structure to the book. We learn about Table Triggers hundreds of pages before we learn what we can do with them, or why we might want to do anything with them. There's no discussion of the actual structure of the AL language; instead, we end up retyping page after page of abstruse code without actually understanding any of it.Practical lessons are interspersed with long sections describing features. Unfortunately, there does not seem to be much in the way of a connection between the two. Page after page of rote copying of code is followed by an academic discussion of different uses of tables, with very little reference to the tables we were just creating. The explanation of *why* we were creating the tables and fields in question gets lost in the shuffle.And that's not counting the blatant errors in the book. Screen shots show the wrong thing. Table names change part way through without warning. Common problems, like being unable to download the symbols, are not mentioned. You're told to use features that simply don't exist in the program you're using; it takes extensive research to discover that they're actually talking about using a feature of a completely *different* application, and didn't bother to mention it.In Chapter 3, for example, we've been doing the standard rote retyping of flowfield properties into Visual Studio Code, when the book describes an error message that does not appear in VSCode. We're told to press F11 to compile; in VSCode, F11 switches to full screen mode. It was only reading another review of the book that I discovered this is a feature of a completely different application, C/SIDE.It seems that this book is the only one on the market, and to be fair it *does* have a lot of useful information in it. But go in prepared for a slog.
Amazon Verified review Amazon
SD May 15, 2020
Full star icon Empty star icon Empty star icon Empty star icon Empty star icon 1
Book jumps from Visual Studio Code into C/side without warning (e.g. page 153). The real world use case that is used references asks you to create tables using specific table numbers and these numbers then change later in the book. Looks like the book has been hastily rehashed from the earlier Dynamics NAV version with insufficient proof reading.
Amazon Verified review Amazon
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Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela