Perfion ERP Add-in for Dynamics 365, Business  Central allows you to quickly lookup related information in Perfion, from within the D365 BC environment.

This document describes the configuration of Perfion Add-in for the typical D365 BC environment.

If you have special use cases or need custom setup tailored to your needs, please contact your Perfion partner for more information.

Introduction

Perfion Add-in for BC allows you to quickly lookup related information in Perfion, from within the BC environment.

This document will describe the installation and configuration of Perfion Add-in for the typical Business Central environment. If you have special use cases or need custom setup tailored to your needs, please contact your Perfion representative for more information. 

General Considerations

A Word of Caution

Any changes made to your ERP system should be tested in a proper test environment before being deployed to the live ERP system. Please consult with your Microsoft Dynamics365 Partner about the changes required to implement this software, before continuing further.

Supported BC Versions

The following versions of Microsoft Dynamics365 BC is supported:

• Microsoft Dynamics365 BC 13.0 to BC 24.0
  

Object Scope for Perfion Add-in

Supported BC Clients

The online client is supported.

The On-Premise client is supported.

Prerequisites

The Service Layer server needs Microsoft .Net4.5 installed.

The Perfion WebClient needs to be available and set up correctly. This means with https:// and not just http://. Because the cloud version of Business Central will not see it as a secure site without a certificate.

Installation

There are two types of installations, one is for the cloud-based Business Central and the other one is for Business Central On-premise. So follow the installation instructions fitting for the type of Business Central on your machine.

On-premise Business Central Installation

Release2D365BC will be installed through the Powershell from Business Central. You have to make sure the NAVAdminTool Powershell Module is installed, if not contact your NAV-specialist. Open the search feature in windows and type in: Business Central Administration Shell, right click the app and open it as PowerShell Administrator.
Here is an example:

After opening the Powershell write cd \ and the folder directory for your Business Central as in this example below:

When you start typing the directory you can press the TAB button to make Powershell guess the folder name.

You should end up in the service folder like this:

Press enter. Now to the installation, the following is an example: Publish-NAVApp -ServerInstance "BC130" -Path "C:\Perfion opstart\NAV Support\Perfion_AddInforD365BC_1.0.1.0\Perfion_AddInforD365BC_1.0.1.0.app" -SkipVerification

ServerInstance: The name of your BC Server, standard is BC130
Path: The exact location of your Perfion AddIn.app file.

Press enter, and your Add-in module should now be published in Business Central.

Now open your Business Central and search for Extension Management, your Add-in should now be available inside here, click it and click install.

Cloud-based Business Central Installation

AddInforD365BC can be imported by uploading the app. File as an Extension in Business Central.
Go to Setup & Extensions/Extensions and choose Manage/Upload Extension.

You should see a page like this:

Select .app file: This is where you must choose the Perfion_AddInforD365BC_1.0.1.0.app file to deploy it to BC.

Deploy to: Here you can select when to deploy the extension. The current version of BC, or the next minor or major version.

Language: This chooses between the languages you have in BC.

Accept: Push the dot to the right, to accept the Disclaimer that Microsoft is not the creator of this extension.

After the installation you should be able to see the Add-in for BC in your extensions menu like this: 

Install via Extension Marketplace (Cloud)

Perfion now offers the option for ones who are running on a cloud hosted D365 Business Central, to directly download and install our Addin module through D365 Business Central ‘Extension Marketplace’.

Search for ‘Extension Marketplace’ in Business Central:

In the ‘Extension Marketplace’ search for ‘Perfion Add-in’ and press ‘Get it now’

Enter the required information and accept the terms of use click ‘Continue’. The Add-in will now proceed to download and should be visible under ‘Extension Management’ once it has downloaded and installed.

Configuration

Add-in for BC is a tool that can be configured to show product information from Perfion. The feature shown in the module is defined by the standard view Item in the product configuration in Perfion. In this document, we will show simple examples that illustrate what is possible and discuss the options available. All settings must be made in Business Central, and it is at this moment only possible to gain access to each page by using the search function. Throughout this document the keywords to search for, will be listed in the beginning of each section.

Basic settings in Add-in for D365BC

Start by searching for Add-In Mapping Card and then open that page.

You should see a page like this:

Click the + to setup a new page.

Primary Key: This column is the primary key of the table. It should be filled out with a meaningful string of max 10 characters.

Table No.: Select the table on the BC side of the mapping.

Table Caption: This will display the table caption of the table on the NAV side of the mapping, once it has been selected.

BaseURL: The BaseURL of the Perfion WebClient.

FromFeature: This is the primary feature on the Perfion side of the mapping.

KeyFeature: This is the sub feature on the Perfion side of the mapping, whose value will be used to match against BC.

Perfon Web Client 5.0+

With release of version 5.0 of the Perfion Web Client, there has been made some changes on how the Factbox works within Business Central.

When installing the Web Client using the installation wizard, a checkbox “Use Factbox” must be checked in order for the Addin to show factbox content in Business Central.

Use Factbox: Enable this if your use the factbox in Business Central

The integrated Perfion Add-in for Business Central

When all the information has been set, go into your inventory and look in your items list.

You should see the following: