However, there is a way to work around this problem. In this blog post, we’ll show you how to set up your SMTP settings, set up the printer, and use an extension to enable automatic report printing in Business Central Online.

Configuring SMTP Settings.

First, let’s configure the SMTP settings. Before you can send any emails from Business Central, you need to make sure your SMTP settings are set up correctly, here’s how to do it:

• Go to the “Set Up Email” page in Business Central.

• Enter the necessary details, such as the SMTP server, port, username, password, and sender email address.

• Click “Test Email” to check if your SMTP settings are correct and you can send emails from Business Central.

Set up the Printer.

Now that your SMTP settings are configured, the next step is to set up the printer to send reports to email automatically. Here’s how to do it:

• Go to the “Printer Management” page in Business Central.

• Add a new email printer.

• Enter the email address where you want to send your reports and any other important parameters, such as the subject and body of the email.

• Set this printer as default.

To enable printer selection during report scheduling in Business Central, you need to obtain an extension that modifies the Job Queue table and events and adds custom fields to it. If you need assistance with obtaining and implementing the extension, feel free to contact us or email us at info@kaispe.com.

Once you have obtained and implemented the extension, you can proceed to create a job queue and test the solution. Here’s how to do it:

• Go to the “Job Queue” page in Business Central.

• Create a new job queue and select the report you want to send to email.

• Set the “Report Output Type” as “Printer” and select your newly created cloud printer in the “Printer Name” field.

• Set the job queue’s status to “Ready”.

• Verify that you receive the report email in your inbox.

We have tested the solution by scheduling a report and verifying that it was sent directly to the email address specified in the printer, without appearing in the report inbox.

By following these steps, you too can modify Dynamics 365 Business Central to send scheduled reports directly to your email.

If you have any questions or concerns, please feel free to share them in the comments section below. If you need further assistance, you can contact us or email us at info@kaispe.com.

Thank you for reading!

Best regards,

Govinda Kumar

The post Report Scheduling in Business Central Online: A Step-by-Step Guide By Using Job Queues and Printer Settings appeared first on KAISPE.

Creating a Stripe Account and Testing the Checkout Functionality

To start accepting payments through Stripe, the first thing we need to do is create a Stripe account. We can do this by visiting the Stripe website and following the registration process. Once we have our account set up, we can access our API keys, which we’ll need to integrate Stripe with our Business Central application.

Next, we want to make sure everything is working properly by testing the checkout functionality using a tool called Postman. Postman lets us test REST APIs, including the Stripe API. We’ll send all the required parameters to the Stripe API and check the response to make sure everything is working as expected. This step is important because it helps us catch any issues early on and ensures that the checkout process is working smoothly.

When we test the checkout functionality, we’ll receive a checkout URL in response. We can use this URL to check the parameters that were passed in Postman. Later in development, we’ll use the redirect URL that we receive in response to complete the integration.

To complete the checkout process, we’ll need to enter card details, such as card information, name, email, and so on. During development, we can use Stripe’s test card details to make things easier. Once we add the payment information, we can proceed to make the payment and we’ll be redirected to the success URL.

Creating Test Pages and Tables in Business Central

Now that we’ve tested the Stripe checkout, we can move on to creating the test pages and tables in Business Central. This will allow us to simulate a real transaction and make sure our integration with Stripe is working properly.

To begin, we’ll create a table called “PaymentGatewayTestTable.” This table should include important fields such as the CancelURL, SuccessURL, Line Amount, Item Name, Quantity, Currency, Payment Mode, and Payment Method. These fields will allow us to track and manage the transaction data within Business Central.

Next, we’ll create a list page to display the transaction data. This page includes the fields Product Name and Quantity.

Finally, we’ll create a card page to link to our list page. This page should include the same fields as the list page and will allow us to edit and update individual transactions. With these pages in place, we’ll be able to test our Stripe integration in a real-world scenario and make sure everything is working as intended.

Creating an Action Button and Codeunit to Handle Payment Requests and Responses

After setting up the necessary pages and tables, we need to create an action button and codeunit to handle payment requests and responses from the Stripe API.

To begin, we create an action button and pass the current record to our payment gateway codeunit. This codeunit contains the necessary methods to communicate with the Stripe API when the action is triggered.

Within the codeunit, we define the StripeAPI() method to take the parameters from the current record and encode them into a URL using the Type Helper codeunit. We authenticate using our API key (secret key) and use the POST method to send the request to the Stripe API, with the response being saved in a variable for later use.

The checkout URL is extracted from the response, and the user is then redirected to the checkout page to complete the payment process.

Once the codeunit and action method are set up, we can build and test our project.

Starting from the list page, we can create a new record to pay and move on to the card page to add all the necessary parameters and checkout, where we can see the checkout button.

Clicking on the checkout button redirects us to the Stripe checkout URL. In test mode, we can use the provided test card details to complete the payment.

We have now successfully integrated Stripe checkout functionality into our application. This is just the test page and record. We can set it up as the default payment gateway for our sales/purchase invoices, and other business central transactions.

If you have any other questions or concerns, please don’t hesitate to let me know. Your feedback is always valuable to us, so if you have any suggestions, feel free to leave a comment below.

And if you need any further assistance, feel free to Contact us or email us at info@kaispe.com.

Thank you for reading!

Best regards, Govinda Kumar

The post Boosting Efficiency with Third-Party Integration: How to Integrate Stripe Payment Gateway with Business Central appeared first on KAISPE.

Both are well-known business management solutions. However, the similarities end there, in this post we’ll examine the strengths and weaknesses of both solutions and how they compare.

QuickBooks at a Glance

The most universal accounting software available in the market, QuickBooks helps small and medium-sized businesses execute basic accounting and financial management tasks like generating invoices, tracking expenses, managing payroll, and receiving payments.

Even without an accounting background, QuickBooks ease of use and different plans to fit different budgets and requirements with increased functionality available while moving up the chain is part of why it is one of the most popular accounting software on the market.

Dynamics 365 Business Central at a Glance

Microsoft’s cloud-based enterprise resource planning (ERP) solution for small to midsized businesses to automate and streamline business processes, Dynamics 365 Business Central (D365 BC) is designed to adapt to ag rowing company and give organizations the flexibility to customize the application to fit their current business needs.

Much more than just accounting and financial management, Business Central allows organizations to connect sales, services, finance, and operations and manage their entire business from one platform.

Dynamics 365 BC provides companies with comprehensive tools and workflows to:

• Connect functions across the enterprise
• Integrate operations
• Automate supply chains
• Improve customer interactions
• Make data-driven decisions to accelerate growth and revenue

QuickBooks vs. Dynamics 365 Business Central

Features

While QuickBooks is solely for accounting, Dynamics 365 BC offers a lot more features and capabilities as it is a full-scale ERP solution. Beyond finance and accounting, there’s modules for managing inventory, projects, customer relationships, HR, and more.

Scalability

QuickBooks is excellent for smaller businesses but once a company grows – new products/services, more employees, additional companies, etc. – it is unable to handle the complexities of additional business processes.

On the other hand, Dynamics 365 BC can grow with your business to handle business processes such as inventory management, project management, reporting, and forecasting. It’s easily scalable and can be customized to serve any unique business or industry requirements.

Automation & Integration

Compared to Dynamics 365 Business Central, QuickBooks lacks capabilities and connectivity. Being limited to accounting functionality, businesses rely on third-party add-on which increases the cost of the overall solution, requires additional maintenance and training, and further complicates business processes.

With Advanced Integration with other Dynamics 365 or Microsoft/Office 365 solutions, Business Central connects workflows across accounting, sales, purchasing, inventory, and distribution; users can automate the business operations for a streamlined process.

D365 BC also supports third-party integrations through AppSource but those applications – as with all apps in the Microsoft universe – are built on a common data model so businesses are not dealing with compatibility issues, complex configurations, or middleware when non-standard features are needed.

Security & Audit Controls

QuickBooks easy setup also means fewer accounting and audit controls. As more users require access to the system, weak user permissions can limit some users or provide too much access to others. QuickBooks also fails to keep a consistent audit trail of changes to master records or user logins. And with some activities being done outside the system in spreadsheets or other avenues, this can be a huge issue for regulatory compliance.

With Dynamics 365 Business Central, businesses have more granular options to limit functions by permission, groups, dimensions, or accounts. For additional security, organizations can also enable built-in workflows. BC also offers a robust audit trail that tracks changes made to data with a historical log of activities, providing protection against errors and employee mismanagement.

Reporting & Analytics

QuickBooks provides basic reporting and generic insights but requires third-party add-ons to extend its reporting capabilities. With the ability to consolidate date from multiples sources, Dynamics 365 BC with embedded Power BI has the flexibility and customizability for advanced reporting with dashboards and real-time data visualizations.

Final Thoughts

The main differentiator here is the comprehensive nature of Business Central. QuickBooks is an obvious choice for businesses that are just getting off the ground with only simple accounting requirements, but it may not come as a surprise that many businesses that started with QuickBooks eventually migrate to Dynamics 365 Business Central to scale and manage their business operations within a single platform.

If you’re ready to integrate your financials with the rest of your business and streamlines processes, reach out to our team to learn more about our QuickBooks to Business Central migration process and services.

The post Comparing QuickBooks vs. Microsoft Dynamics 365 Business Central appeared first on KAISPE.