Send Reports and Documents To:

Another great feature of Business Central is that you can send your documents to different formats. So reports and documents cannot only be printed but also sent or opened in different formats.

Let’s take randomly a report, for instance, the customer sales list. So depending on the report, you get a number of possibilities in terms of filtering and saving and so on.

At the bottom you will have an option to Print and Print Preview. But you can also choose Send To. That means that the content of this report will be sent to a specific format, for instance, PDF or Word or Excel.

You can even schedule when that report will be run and to which format it will be sent.

So if you click on the Schedule then you see that a specific report will be sent to a specific output. You can send that to a specific printer and you can ask to do that within a time interval.

Power BI Desktop – Connecting to Data (part 1/3)

In the following article I want to show you how easy it is to use Power BI Desktop and how quickly you can create your first visualizations.

Get Data

Open Power BI Desktop and click Get Data function.

So, we need data, but we don’t have any! Why don’t we get some data from the Web?

To do this we can simply click on the Search bar any type Web. In the search result, select Web and click Connect.

Now we need to specify the URL. In this example, you can search for “IMF World Economic Outlook Database” on the web to get the GDP data. Please note that you might get a different result depending on the time you are looking for it, right now October 2017 version is the latest one that we will use in this example.

Click on the search result.

We would like to get data By Countries (country level data).

We would like to get the data for All Countries.

Click Continue.

Select Gross domestic product, current prices in U.S dollars and click Continue.

Click Prepare Report.

The next page will show you a table with result, we can download the result but in this case we would like to use the URL of this page.

You can copy the URL of this page (link) and paste it in the Power BI URL request field and click Ok.

This opens the Navigator, that allows us to select the information that we want to retrieve from the selected Web Page.

Select Table 1 in this example. To view the correct result, you can toggle between the Table View and Web View.

If you click Load, it will immediately load the data into the data model. In case you click Edit, then you will first open the Query Editor. The query editor is a separate tool in Power BI desktop that allows us to prepare data and then load the clean data into the data model.

Click Edit. Here you can see the query editor with the project data.

In the following topics, check out what we can do with this data:

Power BI Desktop – Working in Query Editor (part 2/3)

Power BI Desktop – Working in Data Model and Creating Visualization (part 3/3)

Task Management

 

To-Do’s

When you click To-dos, you will get overview of all the To-dos in the system.

Every To-do will have a Status and based on the status you can look, filter and sort if you want to pay attention to those that are not completed.

Mostly the To-dos are used in the context of opportunities, where you can assign To-dos and Activities to opportunities. However, you can also create to-dos which are not related to opportunities.

So when you open such a To-do, you will see very typical information such as It has a Number and a Description; It is assigned to a salesperson; It is a to-do for specific contact; You see the Status, the Priority, the Starting Date and the Ending Date.

Under Related Activities fast tab, you can really track or find the origin of this to-do, for example in this case the to-do is related to an opportunity. To-do can also be related to campaign.

You can also make a to-do recurring as well.

You can also define the Type of to-do, which can be Blank, Meeting and Phone Call. You can synchronize this between Outlook and Relationship Management.

A Phone Call type to-do is typically an activity which is caused by phone call which can have a link with an interaction.

Send E-Mail Meeting Invitations

SCENARIO:

You need to create a to-do of the meeting type with Annette Hill as the to-do organizer and with an Beebe and Yvonne McKay as the meeting attendees. Moreover, you need to send the invitation to Yvonne McKay.

PROCESS:

Edit all the relevant contacts and check if the communication details are available.


Open Sales people (Annette Hill) and create To-do.


Use the wizard to create the To-Do.


Make Annette Hill the To-Do Organizer and make Richard Lum and Yvonne McKay as attendees.

Specify relevant template for e-mail invitation.

Finish the wizard.


Select the To-Do just created and Edit the To-do.


Navigate to Attendee Scheduling.


 

Edit Attachment as required and save it.



Make sure the Send Invitation field is selected and click on the Send Invitation action.


This will send invitation to all the recipients.

Delete Cancelled To-Dos

You can use Delete Cancelled To-dos batch job to clean up all the cancelled To-dos from the database. You can make use of various filters while running the batch job.