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Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

You're reading from  Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

Product type Book
Published in Dec 2018
Publisher
ISBN-13 9781789133936
Pages 764 pages
Edition 4th Edition
Languages
Concepts
Authors (2):
Roberto Stefanetti Roberto Stefanetti
Profile icon Roberto Stefanetti
LinkedIn
Roberto Stefanetti is a functional and technical consultant, who has worked on education and training for companies, partners, and clients. He currently works on Microsoft systems, especially ERP and related environments. He started working on Navision in 2004, both as a developer and as a functional consultant, and he is now more involved in consulting and managing projects than in development. He has been an MVP in business application since 2016 and a Microsoft Education Influencer since 2017. Roberto's blog is one of the most widely read in the world (with more than 1 million page visits). He has also published articles on many digital publications (such as MSDynamicsWorld, NAVUG Magazine, and others) and reviewed a number of books.
See other products by Roberto Stefanetti
Alex Chow Alex Chow
Profile icon Alex Chow
LinkedIn
Alex Chow has been working with Microsoft Dynamics NAV, formerly Navision, since 1999. His customers range from $2 million a year small enterprises to $500 million a year multinational corporations. With a background in implementing all functions and modules inside and outside of Microsoft Dynamics NAV, Alex has encountered and resolved the most practical through to the most complex requirements and business rules. He founded AP Commerce, Inc. in 2005, a full-service Dynamics NAV service center. Alex has also written the books Getting Started with Dynamics NAV 2013 Application Development and Implementing Dynamics NAV, Third Edition, both by Packt. He lives in southern California with his wife and two lovely daughters.
See other products by Alex Chow
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Table of Contents (22) Chapters

Title Page
Copyright and Credits
Dedication
About Packt
Contributors
Preface
1. Exploring Dynamics NAV and MSDYN365BC – Overview 2. Microsoft Dynamics NAV 2018 – An Overview 3. General Considerations 4. Implementation Process – Partner's Perspective 5. Implementation Process – Customer's Perspective 6. Migrating Data 7. Upgrading to Dynamics NAV and MSDYN365BC 8. Development Considerations 9. Implementing Functional Changes 10. Data Analysis and Reporting 11. Debugging with Dynamics NAV and MSDYN365BC 12. Popular Reporting Options 13. Microsoft Dynamics 365 Business Central 14. Working and Developing with Docker and Sandboxes 1. Other Books You May Enjoy Index

Using Filters and FlowFilters

A good and powerful way to view and analyze data is to use Filters and FlowFilters inside the application.

We have explained the use of filters in the Navigating through your data section inChapter 3, General Considerations. Refer to that chapter to get some examples on how to use filters to analyze your data.

In that same chapter, we explained what the SIFT is and how to define fields on tables to use that technology. What we did not explain in that chapter is that FlowFilters can be applied over the defined to use SIFT to narrow down the calculated results. That is actually what we will be explaining now.

We will be looking at the Chart of Accounts page to explain how to apply FlowFilters and the results they produce. The procedure is as follows:

  1. Enter Chart of Accounts in the search box of the Microsoft Dynamics NAV Windows client.
  2. Select Chart of Accounts.
  3. The Chart of Accounts page will be shown. The following screenshot shows part of the Chart of Accounts page...
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Authors (2)

Left arrow icon
Profile icon Roberto Stefanetti
LinkedIn
Roberto Stefanetti is a functional and technical consultant, who has worked on education and training for companies, partners, and clients. He currently works on Microsoft systems, especially ERP and related environments. He started working on Navision in 2004, both as a developer and as a functional consultant, and he is now more involved in consulting and managing projects than in development. He has been an MVP in business application since 2016 and a Microsoft Education Influencer since 2017. Roberto's blog is one of the most widely read in the world (with more than 1 million page visits). He has also published articles on many digital publications (such as MSDynamicsWorld, NAVUG Magazine, and others) and reviewed a number of books.
Read more
See other products by Roberto Stefanetti
Profile icon Alex Chow
LinkedIn
Alex Chow has been working with Microsoft Dynamics NAV, formerly Navision, since 1999. His customers range from $2 million a year small enterprises to $500 million a year multinational corporations. With a background in implementing all functions and modules inside and outside of Microsoft Dynamics NAV, Alex has encountered and resolved the most practical through to the most complex requirements and business rules. He founded AP Commerce, Inc. in 2005, a full-service Dynamics NAV service center. Alex has also written the books Getting Started with Dynamics NAV 2013 Application Development and Implementing Dynamics NAV, Third Edition, both by Packt. He lives in southern California with his wife and two lovely daughters.
Read more
See other products by Alex Chow
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