Skip to content

Commit de02dfa

Browse files
committed
Merging changes synced from https://github.com/MicrosoftDocs/dynamics365smb-docs-pr (branch live)
2 parents afd04ba + 4328472 commit de02dfa

File tree

3 files changed

+98
-48
lines changed

3 files changed

+98
-48
lines changed

business-central/keyboard-shortcuts.md

Lines changed: 4 additions & 3 deletions
Original file line numberDiff line numberDiff line change
@@ -8,7 +8,7 @@ ms.devlang: na
88
ms.tgt_pltfrm: na
99
ms.workload: na
1010
ms.search.keywords: accessibility, shortcuts, keyboarding, keys
11-
ms.date: 06/26/2020
11+
ms.date: 09/02/2020
1212
ms.author: bholtorf
1313
---
1414

@@ -161,7 +161,7 @@ The following shortcuts pertain to the Quick Entry feature on cards, documents,
161161
|Shift+Enter|Confirm the value in the current field and go to the previous Quick Entry field.||
162162
|Ctrl+Shift+Enter|Confirm the value in the current column and go to next Quick Entry field outside the list.<br /><br />This shortcut applies to embedded lists on a page, such as line items on a sales order. It enables you to quickly get out of the list and continue entering data in other fields on the page.|
163163

164-
## <a name="calendarshortcuts"/> Keyboard Shortcuts in the Calendar (Date Picker)
164+
## <a name="calendarshortcuts"></a> Keyboard Shortcuts in the Calendar (Date Picker)
165165

166166
When setting a date field, you can either enter the date manually or open a calendar (date picker) that lets you select the date you want. The following table describes the keyboard shortcuts for the calendar.
167167

@@ -180,12 +180,13 @@ When setting a date field, you can either enter the date manually or open a cale
180180
|Page Up|Move to the previous month.|
181181

182182
## Keyboard Shortcuts in Date Fields
183+
183184
|Press these keys<br />(in macOS)|To do this|
184185
|--------------------------------|----------|
185186
|t|Enter the current date. "T" stands for "today".|
186187
|w|Enter the work date. For more information, see [Work Date](ui-change-basic-settings.md#work-date)|
187188

188-
## <a name="reportpreviewshortcuts"/>Keyboard Shortcuts in the Report Preview
189+
## <a name="reportpreviewshortcuts"></a>Keyboard Shortcuts in the Report Preview
189190

190191
|Press these keys<br />(in macOS)|To do this|
191192
|--------------------------------|----------|
Lines changed: 90 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,90 @@
1+
---
2+
title: Installing and Uninstalling Extensions in Business Central | Microsoft Docs
3+
description: Learn about installing and uninstalling extensions in Business Central.
4+
documentationcenter: ''
5+
author: SusanneWindfeldPedersen
6+
7+
ms.service: dynamics365-business-central
8+
ms.topic: article
9+
ms.devlang: na
10+
ms.tgt_pltfrm: na
11+
ms.workload: na
12+
ms.search.keywords: app, add-in, manifest, customize, install, uninstall
13+
ms.date: 09/04/2020
14+
ms.author: solsen
15+
---
16+
17+
# Installing and Uninstalling Extensions in Business Central
18+
19+
You can change [!INCLUDE[d365fin](includes/d365fin_md.md)] by installing extensions that, for example, add functionality, changes behavior, or gives you access to new online services. For more information, see [Customizing Business Central Using Extensions](ui-extensions.md).
20+
21+
> [!NOTE]
22+
> To install extensions from AppSource or add per-tenant extensions, you must have the right permissions. You must either be a member of the D365 EXTENSION MGMT user group or you must have the D365 EXTENSION MGMT permission set. If you are an administrator, you can assign user groups and permissions to other users in your company.<br /><br />
23+
To use the functionality that is provided by an extension, such as opening pages, running reports, selecting actions, and so on, you must be assigned the permission sets that are installed as part of the extension.
24+
25+
## Installing an Extension
26+
27+
You manage extensions on the **Extension Management** page. You can access this page from Home. Alternatively, choose the **Search for Page or Report** icon ![Lightbulb that opens the Tell Me feature](media/ui-search/search_small.png "Tell me what you want to do") in the top right corner, enter **Extension**, and then choose the related link.
28+
29+
You can get new extensions from the marketplace at [AppSource.microsoft.com](https://go.microsoft.com/fwlink/?linkid=2081646). Here, you can see all available extensions for [!INCLUDE[d365fin](includes/d365fin_md.md)], and you can get apps, extensions, and content packs for other Microsoft products. Set the relevant filters, take a look at the information for each extension, and get an extension for your [!INCLUDE[d365fin](includes/d365fin_md.md)].
30+
31+
> [!NOTE]
32+
> Sign in to [AppSource.microsoft.com](https://appsource.microsoft.com/) using the email account that you use for [!INCLUDE[d365fin](includes/d365fin_md.md)]. Use the same email account for other services and products for a smooth experience.
33+
34+
You can also get to the marketplace from inside [!INCLUDE[d365fin](includes/d365fin_md.md)]. On the **Extension Management** page, you can see the extensions that are currently installed, and you can open the **Extension Marketplace** page that shows the [!INCLUDE[d365fin](includes/d365fin_md.md)] extensions that are currently available in AppSource. If you choose the *More apps* link, you are taken to [AppSource.microsoft.com](https://go.microsoft.com/fwlink/?linkid=2081646).
35+
36+
If you choose an extension, you can read about what the extension does, and you can access Help for the extension to learn more. When you choose to get an extension, you must agree to the terms of use. If you get the extension from the AppSource website, you will be signed in to [!INCLUDE[d365fin](includes/d365fin_md.md)] to complete the installation.
37+
38+
When you install an extension, you might have to set it up, such as specifying an account for use with the **PayPal Payments Standard for [!INCLUDE[d365fin](includes/d365fin_md.md)]** extension.
39+
Other extensions simply add fields to an existing page, or they add a new page, for example.
40+
41+
If you uninstall an extension, and you then change your mind, you can install it again. When you uninstall an extension that you have been using, the data is preserved so that if you install the extension again, your data is still available. There are some extensions that are required. You are prevented from uninstalling these from the **Extension Management** page. If you try, an error message appears.
42+
43+
Some extensions are provided by Microsoft, and other extensions are provided by [other companies](ui-extensions-other.md). All extensions are tested before they are made available to you, but we recommend that you access the links that are provided with each extension to learn more about the extension before you choose to install it.
44+
45+
Microsoft provides the following extensions:
46+
47+
* [Accountant Portal for Business Central](ui-extensions-accountant-portal.md)
48+
* [Ceridian Payroll](ui-extensions-ceridian-payroll.md)
49+
* [Dynamics GP Data Migration](ui-extensions-dynamicsgp-data-migration.md)
50+
* [Envestnet Yodlee Bank Feeds](ui-extensions-yodlee-bank-feeds.md)
51+
* [Essential Business Insights](ui-extensions-essential-business-insights.md)
52+
* [Image Analyzer](ui-extensions-image-analyzer.md)
53+
* [Intelligent Cloud](ui-extensions-data-replication.md)
54+
* [Intelligent Cloud Base](ui-extensions-intelligent-cloud.md)
55+
* [Late Payment Predictions](ui-extensions-late-payment-prediction.md)
56+
* [Microsoft Pay](ui-extensions-microsoft-pay-payments.md)
57+
* [PayPal Payments Standard](ui-extensions-paypal-payments-standard.md)
58+
* [QuickBooks Data Migration](ui-extensions-quickbooks-data-migration.md)
59+
* [QuickBooks Online Data Migration](ui-extensions-quickbooks-online-data-migration.md)
60+
* [Quickbooks Payroll File Import](ui-extensions-quickbooks-payroll.md)
61+
* [Sales and Inventory Forecast](ui-extensions-sales-forecast.md)
62+
* [WorldPay Payments Standard](ui-extensions-worldpay-payments-standard.md)
63+
* [AMC Banking 365 Fundamentals Extension](ui-extensions-amc-banking.md)
64+
* [DK - C5 Data Migration](ui-extensions-c5-data-migration.md)
65+
* [DK - Payments and Reconciliations](ui-extensions-payments-reconciliation-formats-dk.md)
66+
* [DK - Tax File Formats](ui-extensions-tax-file-formats-dk.md)
67+
* [UK - GetAddress.io UK Postcodes](ui-extensions-getaddressio.md)
68+
* [US/CA/UK/AU/NZ/ZA - Send Remittance Advice](ui-extensions-send-remittance-advice.md)
69+
* [Business Central Extensions by Other Providers](ui-extensions-other.md)
70+
71+
## Uninstalling an Extension
72+
73+
You uninstall an extension using the **Extension Management** page. If you uninstall an extension, and you then change your mind, you can install the extension again. When you uninstall an extension that you have been using, data is by default preserved so that if you install the extension again. You can instead choose to delete the data with the extension. This is controlled by the **Delete Extension Data** checkbox. By default, this checkbox is *not enabled*.
74+
75+
> [!IMPORTANT]
76+
> If you enable the **Delete Extension Data** checkbox, you will get a confirmation dialog and you must choose **OK**. With the **Delete Extension Data** checkbox enabled, you can now uninstall the extension, and you will be asked to reconfirm that you want to uninstall the extension and delete the data. The action cannot be undone.
77+
Some extensions are required. You are prevented from uninstalling these from the **Extension Management** page. If you try, an error message appears.
78+
79+
80+
## See Also
81+
[Extending Dynamics 365 Business Central](about-develop-extensions.md)
82+
[Business Central Extensions by Other Providers](ui-extensions-other.md)
83+
[Set Up the Envestnet Yodlee Bank Feeds Service](bank-how-setup-bank-statement-service.md)
84+
[Enable Customer Payment Through PayPal](sales-how-enable-payment-service-extensions.md)
85+
[Migrating Business Data from Other Finance Systems](across-import-data-configuration-packages.md)
86+
[Setting Up the GetAddress.io UK Postal Code extension](LocalFunctionality/UnitedKingdom/uk-setup-postal-code-service.md)
87+
[[!INCLUDE[d365fin](includes/d365fin_md.md)] Extensions by Other Providers](ui-extensions-other.md)
88+
[Getting Started](product-get-started.md)
89+
90+
## [!INCLUDE[d365fin](includes/free_trial_md.md)]

business-central/ui-extensions.md

Lines changed: 4 additions & 45 deletions
Original file line numberDiff line numberDiff line change
@@ -15,6 +15,7 @@ ms.author: edupont
1515

1616
---
1717
# Customizing Business Central Using Extensions
18+
1819
You can change [!INCLUDE[d365fin](includes/d365fin_md.md)] by installing extensions that add functionality, changes behavior, or gives you access to new online services, for example.
1920

2021
> [!NOTE]
@@ -29,55 +30,13 @@ When you first launch [!INCLUDE[d365fin](includes/d365fin_md.md)], some extensio
2930
For example, Microsoft provides an extension that provides integration with PayPal Payments Standard. This extension is installed by default.
3031
But if another extension is made available that offers integration with another payment service, you can install the new extension and then choose which of the two services to use.
3132

32-
You manage the extensions on the **Extension Management** page. You can access this page from Home. Alternatively, choose the **Search for Page or Report** icon ![Lightbulb that opens the Tell Me feature](media/ui-search/search_small.png "Tell me what you want to do") in the top right corner, enter **Extension**, and then choose the related link.
33-
34-
> [!NOTE]
35-
> If you think you should have access to an extension but you cannot find its functionality, check the **Extension Management** page - if the extension is not listed there, you can install it as described in the following section.
33+
You manage the extensions on the **Extension Management** page. You can access this page from Home. Alternatively, choose the **Search for Page or Report** icon ![Lightbulb that opens the Tell Me feature](media/ui-search/search_small.png "Tell me what you want to do") in the top right corner, enter **Extension**, and then choose the related link. For more information, see [Installing and Uninstalling Extensions](ui-extensions-install-uninstall.md).
3634

37-
## Installing an Extension
38-
You can get new extensions from the marketplace at [AppSource.microsoft.com](https://go.microsoft.com/fwlink/?linkid=2081646). Here, you can see all available extensions for [!INCLUDE[d365fin](includes/d365fin_md.md)], and you can get apps, extensions, and content packs for other Microsoft products. Set the relevant filters, take a look at the information for each extension, and get an extension for your [!INCLUDE[d365fin](includes/d365fin_md.md)].
3935
> [!NOTE]
40-
> Sign in to [AppSource.microsoft.com](https://appsource.microsoft.com/) using the email account that you use for [!INCLUDE[d365fin](includes/d365fin_md.md)]. Use the same email account for other services and products for a smooth experience.
41-
42-
You can also get to the marketplace from inside [!INCLUDE[d365fin](includes/d365fin_md.md)]. On the **Extension Management** page, you can see the extensions that are currently installed, and you can open the **Extension Marketplace** page that shows the [!INCLUDE[d365fin](includes/d365fin_md.md)] extensions that are currently available in AppSource. If you choose the *More apps* link, you are taken to [AppSource.microsoft.com](https://go.microsoft.com/fwlink/?linkid=20816461).
43-
44-
If you choose an extension, you can read about what the extension does, and you can access Help for the extension to learn more. When you choose to get an extension, you must agree to the terms of use. If you get the extension from the AppSource website, you will be signed in to [!INCLUDE[d365fin](includes/d365fin_md.md)] to complete the installation.
45-
46-
When you install an extension, you might have to set it up, such as specifying an account for use with the **PayPal Payments Standard for [!INCLUDE[d365fin](includes/d365fin_md.md)]** extension.
47-
Other extensions simply add fields to an existing page, or they add a new page, for example.
48-
49-
If you uninstall an extension, and you then change your mind, you can install it again. When you uninstall an extension that you have been using, the data is preserved so that if you install the extension again, your data is still available. There are some extensions that are required. You are prevented from uninstalling these from the **Extension Management** page. If you try, an error message appears.
50-
51-
Some extensions are provided by Microsoft, and other extensions are provided by [other companies](ui-extensions-other.md). All extensions are tested before they are made available to you, but we recommend that you access the links that are provided with each extension to learn more about the extension before you choose to install it.
52-
53-
Microsoft provides the following extensions:
54-
55-
* [Accountant Portal for Business Central](ui-extensions-accountant-portal.md)
56-
* [Ceridian Payroll](ui-extensions-ceridian-payroll.md)
57-
* [Dynamics GP Data Migration](ui-extensions-dynamicsgp-data-migration.md)
58-
* [Envestnet Yodlee Bank Feeds](ui-extensions-yodlee-bank-feeds.md)
59-
* [Essential Business Insights](ui-extensions-essential-business-insights.md)
60-
* [Image Analyzer](ui-extensions-image-analyzer.md)
61-
* [Intelligent Cloud](ui-extensions-data-replication.md)
62-
* [Intelligent Cloud Base](ui-extensions-intelligent-cloud.md)
63-
* [Late Payment Predictions](ui-extensions-late-payment-prediction.md)
64-
* [Microsoft Pay](ui-extensions-microsoft-pay-payments.md)
65-
* [PayPal Payments Standard](ui-extensions-paypal-payments-standard.md)
66-
* [QuickBooks Data Migration](ui-extensions-quickbooks-data-migration.md)
67-
* [QuickBooks Online Data Migration](ui-extensions-quickbooks-online-data-migration.md)
68-
* [Quickbooks Payroll File Import](ui-extensions-quickbooks-payroll.md)
69-
* [Sales and Inventory Forecast](ui-extensions-sales-forecast.md)
70-
* [WorldPay Payments Standard](ui-extensions-worldpay-payments-standard.md)
71-
* [AMC Banking 365 Fundamentals Extension](ui-extensions-amc-banking.md)
72-
* [DK - C5 Data Migration](ui-extensions-c5-data-migration.md)
73-
* [DK - Payments and Reconciliations](ui-extensions-payments-reconciliation-formats-dk.md)
74-
* [DK - Tax File Formats](ui-extensions-tax-file-formats-dk.md)
75-
* [UK - GetAddress.io UK Postcodes](ui-extensions-getaddressio.md)
76-
* [US/CA/UK/AU/NZ/ZA - Send Remittance Advice](ui-extensions-send-remittance-advice.md)
77-
* [Business Central Extensions by Other Providers](ui-extensions-other.md)
36+
> If you think you should have access to an extension but you cannot find its functionality, check the **Extension Management** page - if the extension is not listed there, you can install it as described in the following section.
7837
7938
> [!NOTE]
80-
> New extensions are not available in AppSource immediately after we announce an update. You can keep an eye out for the extensions at [AppSource.microsoft.com](https://go.microsoft.com/fwlink/?linkid=2081646).
39+
> New extensions are not available in AppSource immediately after we announce an update. You can keep an eye out for the extensions at [AppSource.microsoft.com](https://go.microsoft.com/fwlink/?linkid=2081646).
8140
8241
## See Also
8342

0 commit comments

Comments
 (0)