D365BC – Data Backups – Part 2

Rapid Start cannot be found with the search function, also the Rapid Start Profile is missing. But the according pages are there:

  • Config Templates
  • Config Worksheet
  • Config Packages

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The Config packages: There is a at least one demo config package containing most master data tables.

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So there is a standard way for backing up and restore data with D365BC.

cheers

 

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Dynamics 365 Business Central October ’18 release

Great news!

  • Cloud and On-Premise: means D365bc can be installed on a local server, you can make then backups of the database.
  • Extended VS-AL experience: support for .Net interop @ on-premise
  • Optimized user interface
  • Flow Filters, Limit Totals
  • Permission sets editable
  • Tenant admin
  • a.m.m.

details: https://docs.microsoft.com/en-us/business-applications-release-notes/October18/dynamics365-business-central/

cheers

 

D365BC – Data Backups

Currently D365BC is missing a couple of things, the licenses could be cheaper. But it’s the successor of Dynamics Nav. Now, some time after the release (name was changed quite often, feature list was changed very often, extension base tech was changed, a.s.o.) i decided to find at least one method for backing up data, a very missed feature. Maybe Microsoft will add that kind of feature in the future, nobody knows. But … in the meantime checkout this.

First i checked out the feature list of current D365BC, what can be used for that functionality or is an extension needed? So in the end i found the “Data Exports” in the finance module, a quite well known feature in NAV, which can be used for exporting data to text files. I worked with D365BC – Austria. Currently i don’t know what in detail are the differences between the localized versions, so please check, if data exports is available in “your” D365BC. 😉 If you cannot find it – should be, because the export report has a object number within the localization range – write to microsoft and let them know, that you want that feature in your localized version. 😀

Ok, starting with page “Data Exports” we can add one new data export, let’s call it BACKUP. Fill out the code and description fields.

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Now we add a record definition set called “MASTER” for the master data. For that click on the according button, fill out the code and description fields.

One important thing: the dtd file, the file that contains the data structure. Without a dtd file it’s not possible to export data. In that case this can be done very simple, a concrete structure is not needed, only the xml declaration. Create a new text file, call it default.dtd, add following text line and save the file:

<?xml version=”1.0″ encoding=”UTF-8″?>

Now click on Import in menu group “Dtd File” and import that file. The file’s name is then added to the selected data record defition line.

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Now lets go to the details. Click on button “Record Source”.

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Here now add the master tables you want to export, e.g. tables 3, 4, 6, 9, 10, 13, 14, 15, 18, 23, 27 using the “New” button. With e.g. date filters you can limit the data to export. In the column “Export Filename” you get a suggested filename for the export file, per default ends with txt. Better change to csv. So the files can after the export easily opened in excel.

Also add all the fields, which you want to export, using the “Add” button in the Fields/Manage menu for the selected table.

That’s it. Go back to the parent page: Data export record definitions. There click on button “Export” in menu group “Process”.

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After clicking OK a zip file is created and downloaded containing all the exported csv files. Alternatively you can schedule the export for a later point of time.

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Also included is a file index.xml containing base data like company data, export name, list of exported files and the field names.

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So, what we get here is a first backup solution for master data. At least we can export the current set of the master data at any time. You could create another data record definition for transaction data. After you have done that you’ll get in the end a complete backup solution for D365BC. 😀

Additional you could create a job queue entry for automatic export. Use report 11015 and set the recurring flags.

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Set the request page Options as following:

Screenshot at 2018-07-22 16-18-04.png

cheers

 

How to try out Dynamics 365 Financials in countries, where it’s not official published

In countries like Austria Dynamics 365 Financials is not official published. Therefore people in these countries cannot try it out using there local business email account, they cannot learn, how to use it, cannot write postings about Dynamics 365 topics. Also to be an Dynamics NAV MVP does not help here. It would be nice, if Microsoft finds an official solution for that issue. 

I asked MVP colleague Steven Renders, how this could be done and short time later he published a real cool tutorial.

You start with an O365 Account. With that international official business email account you can start to register for all Dynamics 365 apps.

For the whole posting follow this link.

Microsoft Dynamics 365 Pricing and Licensing

Microsoft Dynamics 365 Pricing and Licensing is now available on PartnerSource.

Visit the following page for more information (PartnerSource access required):https://mbs.microsoft.com/partnersource/northamerica/pricing-ordering/licensing-policies/Dyn365PricingandLicensing

There are also pricing and licensing training videos available.

For the “Existing Customer Guidance for Renewal” follow: https://mbs.microsoft.com/partnersource/global/pricing-ordering/pricing-ordering-news/Existing_Customer_Guidance_Renewal

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Project Madeira – August 2016 Update

Great news about Project Madeira (Dynamics 365 – Business Edition)

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There were added a couple of new features, which make the whole thing smoother and much more usable:

  • Smart Notifications
  • Sales and Inventory Forecast extension
  • Sales and purchasing improvements (No big, but important changes)
    • Cancel posted credit memos
    • Package Tracking No. and Shipping Agent Code on sales invoices
    • Cross reference item numbers
    • Item substitution

For details read the great posting from , Senior Program Manager at Microsoft: https://www.linkedin.com/pulse/project-madeira-august-update-fredrik-hietala

cheeers

 

 

The next Nav Editions

News from the WPC: The cloud version of Nav – Project Madeira – will be edited in the near future as part of Microsoft’s Cloud based Business Solution Office “Dynamics 365”. The new name is Dynamics 365 – Business Edition. It’s targeted for the SMB market (10 – 250 Employees) and contains the Nav financial module and in the near future also the Sales & Marketing Module.

For bigger companies there will be Dynamics 365 – Enterprise Edition (based on AX).

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The Microsoft Dynamics 365 roadmap …

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Within Dynamics 365 Nav and AX are “only” tools/modules/apps useable for/with new features: Flow, PowerApps, …

And there will be an OnPremise Nav 2017 ! So be prepared for the next Upgrade round … or change to Dynamics 365, add new functionality only by developing extensions. That will be the future.