Microsoft Dynamics NAV Customizations versus Dynamics​ 365 Business Central Extensions – Development

With the release of Dynamics 365 Business Central in October of 2018, Microsoft introduced a new concept for programming and development called an EXTENSION. In prior versions of Microsoft Dynamics NAV, a programmer would modify the course code directly for tables, pages, reports and code units. This would provide the local programmer with great flexibility to simply change the tables or other code elements to suit the needs of the local user.  The drawback of this approach was that the programmer had to manually merge code elements that changed from one version to another every time that Microsoft issues a new release. Also, if a user had installed other add-on modules by third-parties, their own programming may interfere with that code as well. As a result, upgrading from one Version of Dynamics NAV to another became rather complicated, time-consuming and expensive.

Microsoft decided that a new cloud-based product such as Business Central needed a new approach and published this tool with their release of Dynamics 365 Business Central. Instead of using a programming language called C/AL which modified the core system objects, we are now using a language simply called AL which is part of the Visual Studio Code. Instead of modifying the core objects, a programmer can use the new tools to create new objects which are related to the core objects but are stored in separated containers. The system would maintain the link between these two resources automatically and more importantly, present them as ONE resource to the user when needed. As an example:

MicrosoftDevelopment Explanation

As you can see the new approach will allow Microsoft to control their own core objects without being concerned about other developers work. Also, this approach allows you to bundle all your own programming and install it easily on a new instance of your system by simply importing the extension. If you are commercial developer, you can use this approach to create a marketable collection of code and sell it on the Microsoft AppSource marketplace, after review and approval by Microsoft. When Microsoft does release a new version of their product, they can quickly and easily determine if any of the extensions are in conflict with the new release. These conflicts can be detected and addressed by Microsoft and the programmers well before the new release are made available.

In summary, the new approach called Extensions, greatly reduces the headaches and manual labor a developer would have to go through to upgrade from one version fo Microsoft Business Central to another and it completely eliminates any issues with more frequently released hotfixes.

If you have any questions, please feel free to reach out to our NAV to Business Central upgrade team to discuss a conversion from one model to the other and how CBR Technology may be of assistance. Our development team specializes in the conversion of Dynamics NAV C/AL code to AL Code as an extension for Dynamics 365 Business Central. We can be reached at Tel. 855-227-0700 or via e-mail at


ERP System Architecture of the Dynamics 365 Business Central Platform – Comparison

When evaluating ERP system in today’s environment, the traditional approach of comparing pure accounting features become less relevant. As a matter of fact, most ERP systems such as SAP, Oracle, EPICOR and Microsoft have no meaningful differentiation in the core accounting modules including General Ledger, Accounts Receivable, Account Payable, Inventory Control, Sales Order and Purchase Order processing. The real differentiators are non-accounting feature, functions and architectural differences which might prove to be much more important. For a detailed conversion about this approach, please feel free to reach out to our team directly at (855) 227-0700 or via e-mail at .

Server System Architecture

  • OnPremise Database Support
  • Single-Tennant Hosted Support (Private Cloud)
  • Hybrid Config (OnPrem-Cloud Sync)
  • Multi-Tennant Cloud-Based Server
  • Highly scalable Database with Clustering

Client Access

  • Web Client
  • PC Client (Windows Program)
  • iOS Native App
  • Android Native App

User Security & User Interface

  • Windows Authentication – On-Premise
  • Windows Authentication – Cloud-Directory (AAD)
  • ERP System Authentication (non-Windows OS)
  • Support for 2 Factor Authentication
  • State of the Art – Web 2.0+ – Browser Design
  • Ability to export all data to Excel

Workflow Management

  • Creation of new GL Accounts
  • Onboarding of Customer, Vendors, Items
  • Approval of Sales Transactions (Quotes, Orders, Returns, etc.)
  • Approval of Purchasing Transactions (Purchase Order, Purchase Returns)
  • Credit Limit check for Customer
  • Additional Custom Workflows (Defined by User)

System Integration Options and Accessibility

  • Publishing of Web Services (ODATA, SOAP) for ALL data Objects
  • Database Integration which enforces Business Logic

Business Intelligence

  • Full integration with Microsoft Power BI
  • Ability to interface with Industry Leading Reporting Tools (Crystal Reports, Jet Reports)

International Considerations

  • Ability to support different user languages on the same Database
  • Ability to support multiple languages for item Master Records
  • Ability to show languages specific forms for Customers
  • Ability to show languages specific forms for Vendors
  • Ability to conduct Inter-Company Transactions (GL,AR,AP,SO,PO)
  • FASB-52 compliant Multi-Currency Support

Customization and Extensibility

  • Ability to modify Pages and Database using an Upgradable Tool
  • Visual Studio based DEV tool for Advanced Customization
  • Ability to purchase add-ons from Web Store
  • Using Word to modify Marketing Documents (Layout)
  • Ability to support multiple document formats for different Customers
  • Rapid Application Development (RAD) with new Microsoft Power Apps



What are the differences between the Assembly Order Module & Manufacturing Module in Dynamics 365?

Whether products are assembled or manufactured, Dynamics 365 Business Central (formerly known as Dynamics NAV), provides very powerful industry specific capabilities that are crucial to each of the two. This post briefly describes the differences between each module.

Assembly Order Features

For organizations that quickly assemble products to sell to customers, assembly orders simply use components to complete finished inventory items. These are companies that supply products to their customers by combining components in simple processes without the need of manufacturing functionality. Dynamics 365 includes features to assemble items that integrate with existing features such as sales, planning, reservations, and warehousing. Assembly items are defined as sellable items that contain an assembly BOM. They are internal orders, just like production orders, used to manage the assembly process and connect the sales requirements with the involved warehouse activities.

Assembly orders differ from other order types due to the fact that they involve both output and consumption when posting. The header of an assembly order behaves similarly to that of a sales order line, while assembly order lines behave similarly to consumption journal lines.

To support a just-in-time inventory strategy and the ability to customize products to customer requests, assembly orders may be automatically created and linked as soon as the sales order line is created. The link between the sales demand and the assembly supply enables sales order processors to customize the assembly item on the fly, promise delivery dates according to component availability, and to post output and shipment of the assembled item directly from their sales order interface.

On one sales order line, you can sell a quantity that is available and must be picked from stock together with a quantity that must be assembled to the order. Certain rules exist to govern the distribution of such quantities to ensure that assemble-to-order quantities take priority over inventory quantities in partial shipping.

Special functionality exists to govern the shipping of assemble-to-order quantities. When an assemble-to-order quantity is ready to be shipped, the warehouse worker in charge posts an inventory pick for the sales order line(s) in question. This, in turn, creates an inventory movement for the components, posts the assembly output, and the sales order shipment. Dynamics 365 supports both assemble-to-order, and assemble-to-stock methods that determines when and how the assembly order is generated.

Manufacturing Specific Features

For manufacturing organizations, a few features are necessary to ensure inventories of materials and finished goods remain accurate during the manufacturing process when materials are used, but the product has not yet been completed.

  • Adding the ability to record manufacturing labor against specific production orders and routing steps.
  • Attaching a routing sheet which defines specific work centers or machines that are required to be utilized to complete a product.
  • Assigning a capacity to each machine and resource to utilize capacity planning time sheet labor sources used and for how long.
  • Ability to track quality measures against specific routing steps.

It is important that consumption journals are recorded to identify all raw materials that were used from the output journal while the output journal identifies all finished products that were manufactured. Dynamics 365 has the ability to record these two journals at different times to ensure that inventory is accurate. The ability to track work in progress accordingly is also vital to manufacturing companies, again to maintain accuracy in tracking expenses, materials, resources, and inventories.

We hope this information was helpful in addressing differences regarding the two modules. With any questions regarding Dynamics 365 and other Microsoft Software Solutions, please contact us at (855)-227-0700 or visit our website CBR Technology. Thank you.


Microsoft Dynamics 365 Business Central User Interface Walkthrough

Microsoft just released the FALL 2018 update of its Dynamics 365 Business Central (formerly known as Dynamics NAV) product. Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps manage your business. This video highlights how home pages in Business Central gives fast access to the tools needed everyday while keeping all features readily accessible. When signing up for Business Central, you receive access to a demonstration company that contains sample data. You can add and modify existing data, and create sales documents and/or set up bank accounts allowing users to become more familiar with its layout and features.

Most of Business Central should be familiar to prior Microsoft NAV users, however, this guide explains and reviews core functionality and helps teach basic and daily tasks like creating sales invoices or viewing a report. Business Central includes standard configurations for most business processes, but you can change the configurations to better suit the needs of the company.

When performing business tasks, data is interacted with in several different ways, such as creating records, entering, sorting, and filtering data, writing notes, and outputting data to other applications. The customization of various page options allows users to efficiently utilize and access features that are prioritized based on the company needs. For example, the size and position of any window can be adjusted, as well as expanding the width and height of column headers and the sorting of data in columns.

Different tasks are delegated depending on each individuals role in the company.  Accountants crunch numbers, project managers keep jobs on budget, and sales managers monitor opportunities in the pipeline. A homepages collects the tools we need to be efficient in our daily work and allows them to be easily accessible all in one place. Important information such as Sales and purchase documents, and invoices are readily accessible within the homepage.

The Accountant home page lets us monitor payments and approvals, view finance performance charts, and work with Accounts Receivable, Accounts Payable, paid transactions, and more.

The Sales and Relationships homepage helps us control our sales processes. We can stay on top of ongoing opportunities, send sales quotes to customers and contacts, manage campaigns, and keep a close eye on sales in our pipeline.

The Project Manager homepage gives us an overview of work in process on current projects making it easy to stay on budget. We can set up jobs, plan tasks, and manage resources and purchase items and supplies.

The numbers on the tiles show key figures for activities so we can quickly decide what actions to take. For example, we can see an unprocessed payment that needs attention. All homepages have this same layout bringing attention to all important pieces of information within your organization.

Many changes have been made to the web-based client including many features which were previously only available on the Windows Client. In the video below, we are highlighting some of the User Interface changes.

Please call us at Tel. (855) 227-0700 or visit our website CBR Technology to sign up for your Dynamics 365 Business Central account for as little as $70 per user per month.

What can the Advanced Inventory Module for QuickBooks Enterprise (Platinum Edition) do for me ?


For Implementation Support and Consulting of your QuickBooks Enterprise product, please feel free to contact us directly at Tel. (714) 901-5740 or by emailing us at . Please visit our website CBR Technology for more product information.

The Advanced Inventory Module from Intuit offers the Subscriber of the QuickBooks Enterprise PLATINUM Edition several new features. Please be mindful that the Enterprise Silver and Gold Edition of the product DO NOT include these features.

  1. Multiple Warehouse and BIN Tracking Options: In the Advanced Inventory module you can now define multiple warehouse locations as well as turn on the ability to track BIN Numbers for product. However, the AI module does not add automated BIN management features to the solution and all IV transactions have to specify a BIN manually. The Item Warehouse and BIN location information is added to all Quickbooks window which touch the IV module such as Sales Order, Sales Invoices, Purchase orders and inventory adjustments. Also, the Inventory reporting will add the relevant information to the Inventory Valuation reports.
  2. FIFO (First-in-First-Out) Inventory Valuation support: All QuickBooks products, including PRO, Premier and Enterprise Gold and Silver Edition use the average costing method. However, with the Advanced Inventory Module, you can also activate the FIFO inventory valuation method. This is the preferred inventory valuation method for most distribution and wholesale organizations. Please note that changing your inventory valuation method is something you should discuss with your CPA and may have an impact on your federal and local state tax returns.
  3. LOT Number and Serial Number support: The AI module also will give you the option to turn ON Lot or Serial number tracking for your inventory items. It is important to point out that you have to chose one method or the other for your entire system and may not have some items on Serial Number tracking while others are on LOT Number tracking. However, you do have the ability to turn this feature on or off for individuals items. Also, even if a item does have Lot Numbers activated, it is possible to bypass a few warning messages and record a transaction without a Lot Number.
  4. Barcode Capabilities: This is a new feature in the AI module which is mis-understood by many users of the system. The AI module will add a NEW field to your item master window in QuickBooks called Barcode which will allow you to record a UPC Barcode or other code you wish to use. Also, what the module provides is the ability to use a Barcode during data entry to scan a label and have the system translate the barcode into the item number automatically. This will require the installation of a USB Barcode reader to your workstation. Also, when you print some reports, the system will print the barcode on reports as a real barcode and not as a number. QuickBooks supports ANDROID devices as well as MC40 Bar Code readers. The WMS functionality is limited to support of Sales Order Fulfillment and Purchase Order receiving functions. To use these functions in the Warehouse, you still require a  Windows workstation running QuickBooks Enterprise int he Warehouse to which you can connect a scanner.

Even though these features are added, please be mindful that IF you are integrating your QuickBooks Enterprise solution with a third-party system for eCommerce, EDI and shipping systems, not all these features might be supported by the integration.

Please feel free to reach out to our Consulting Team to clarify any issues you might encounter or to assist you with this process. Tel. (714) 901-5740


What is the difference between a Software License and a Subscription as offered by Intuit for QuickBooks

QuickBooksEnterprise2015There is a fair amount of confusion about the new way that Intuit is selling its QuickBooks Pro, Premier and Enterprise Software products to new customers. Back in October of 2014 the QuickBooks Enterprise product was switched from a Software license to a software subscription pricing model. As of January 2016, all QuickBooks Pro and Premier new customers will also sign-up with a subscription, not a License.

When you subscribe to QuickBooks, you will NOT own a Software License at all. As a result, you do not have any claims to the product beyond the contractual time period and to the data contained within. If you stop paying your annual subscription fee, you will STOP having access to your company data file as well.

Even though the QuickBooks Desktop product is installed on your local server and/or workstation, the software will check , via the Internet, every 2 weeks if your subscription status allows for access to the system. If your system is not configured to access the Internet, the software will lock up within 2 weeks.

Once your subscription expires, the QuickBooks Software will not allow you to open any company file and see ANY data. The system does not differentiate between data access in read-only or read-write mode and all access is disabled, once your subscription expires. The location of the datafile is NOT relevant.

Please let us know if we can be of any QuickBooks assistance. Feel free to call us at Tel. (888) 227-0700 or via e-mail at .


Giving IT the Resources and Management Attention it Deserves and Preventing Data Theft

CorporateTheftLast night, the famous CBS Television program 60-Minutes, highlighted a case of an American company which, yet again, fell victim to the concerted Intellectual Property rights theft perpetrated by the Chinese Government, according to the program. It is not the first report of such activity by an International competitor, nor will it be the last. Being completely obvious, stealing digital information from an established Company in the United States is worth its weight in BitCoins to ANYBODY. As it is sad and apparent that the Chinese legal system allows for virtually NO recourse in these matters, it is time for the Management Teams of America to WAKE UP !

Please follow this simple “Christoph List” of action items to ensure your viability:

  • Make sure all Servers and Workstations have automatically updated Anti-Virus and Anti-Malware software installed and you spend the $20 per workstation per year
  • Setup up ALL users, even CFO’s, CFO’s and especially CPA’s as a STANDARD user, not an Administrator. This will prompt them for Administrator credentials every time they are installing software. Just because they are a principal entity in your organization, does not mean that they know ANYTHING about IT and Malware.
  • Do not listen to the whining of the users and make your passwords longer and more complex. .The most effective passwords and a combination of everyday words that a user can still remember (i.e. jumpmorningstart) Making the system easily accessible for the user is NOT your primary concern.
  • Follow the guidelines of major Software Companies and change your passwords frequently to avoid exposure.
  • Depending on your organization’s size and diversity, limit the websites that your Users can visit from a central location, to those relevant to your Industry and your Business. If the user truly has some urgent personal business, they can always use their Smartphone.
  • Invest into a Corporate-Level Router in between your ISP connection and your actual network. This device would allow you provide additional network-wide security.
  • Monitor your key-employee corporate e-mail regularly by actually reading it. Knowing that you have access to that information is not sufficient. Nobody expects to have privacy when communicating on their corporate e-mail system.
  • Hire an IT Resource that is competent and knowledgable. They are the guardians of your Information and their Knowledge and Background should reflect their Responsibilities.

Although these steps appear simple and very basic, an intrusion into your network would become much more difficult. The CBS News 60-Minute program, mentioned specific intrusion techniques that would have been addressed by the above mentioned techniques. Specifically:

  • One of the key-employees was making arrangements to sell corporate information and access through the corporate e-mail system.
  • An e-mail addressed to the Board and Management Team was tagged with Malware. An e-mail Sender address is the easiest thing in the world to fake.


Keep your Intellectual Property save and secure !!!