Overview: As we are aware that Financial Dimensions are available for user to identify the posting routine of payments, sales, purchases etc in the ledger account. These values are selectable / mandatory at all checkpoints on D365 FNO. However, in retail we would have to configure the financial dimensions in Retail Store or Payment Methods of retail store. This will help user to identify the posting routine with details of the transaction. If financial dimensions are not mapped then posting will happen but it will be posted as entry without dimensions as below images. Without Financial Dimensions: With Financial Dimensions: To configure Financial Dimensions: Payment Methods: Goto Retail and Commerce > Channels > Stores In Action Tab > Set Up > Payment Methods Select Desired Payment method and in details tab you can find Financial Dimensions 2. Stores: Goto Retail and Commerce > Channels > Stores And select desired store that you want to set the default dimensions on the bottom as shown in the image. (Note: Enabling this will overwrite the Financial Dimensions that were enabled on payment methods as this will be set as Default Dimensions for all types of transactions.) Thanks! Hope this was helpful!

Introduction: Searching Power Automate connectors for Send Email Step available in Workflow? Follow the below steps to send Email from Power Automate . 1)Go to Common Data Service(Current Environment)Connector. Select Create a new record, Entity: Email Messages Add Activity Party Attributes, Email Body, Subject and set regarding. 2) Once Draft Email is ready, add Action Perform a bound action from Common Data Service( Current Environment)Connector. Entity name – Email Message Action name – Send Email Item ID – This will be the GUID (unique ID) of the record to send. (Note: Here, we will provide the Email message ID of the Draft email created in Step 1. IssueSend – This is a No/Yes option list. Set this to “yes” for the email to send. Conclusion: We can replicate the Send Email functionality of Workflows in Power Automate easily.

Introduction: In this blog, we will see how we can get a list of security roles assigned to a current user  Solution:  UserInfo userInfo; SecurityRole securityRole; SecurityUserRole securityUserRole; while select securityRole exists join securityUserRole where securityUserRole.SecurityRole == securityRole.RecId exists join userInfo where userInfo.id == securityUserRole.User && userInfo.id == curUserId() { info(securityRole.name); } Thanks for reading !!!

Introduction:In this blog, we will see how to allow system for accepting duplicate addresses of customer, vendor or any other, through doing bit change in Data Entity  Solution:For allowing duplicate entries we will create one field in LogisticsPostalAddress. Here field name is as IsCreateFromEntity. Field-IsCreateFromEntity will be used as flag, type of boolean / NoYesId (EDT). [ExtensionOf(tableStr(LogisticsPostalAddressBaseEntity))] final class LogisticsPostalAddressBaseEntityCFSJSTable_Extension { public static LogisticsLocationId resolveRemittanceAddressLocationId(LogisticsPostalAddressBaseEntity _postalAddressEntity, DirPartyNumber _partyNumber) { LogisticsLocationId locationId, locationIdCreateNew; locationId = next resolveRemittanceAddressLocationId(_postalAddressEntity, _partyNumber); if(_postalAddressEntity.IsCreateFromEntity) { locationId = locationIdCreateNew; } return locationId; } } Aforementioned code would replace the standard locationId variable with new locationIdCreateNew which will be null always. Once new variable locationIdCreateNew is replaced with standard code,  system will generate the new locationId in the LogisticsLocation(Table) and create the same duplicate address along with state, city, country, zipcode and all other respective fields. Moreover, we will just need to pass YES value to the newly created field ISCreateFromEntity while creating the new address and run the execution. How easy it is!!! Thanks for reading !!!

Introduction:In this blog, we will see how to deploy SSRS reports in Microsoft Dynamics 365 Finance and Operations   Solution:  For on-prem environment, we will open Windows PowerShell in administrator mode and run the below scrip step by step. cd C:\AOSService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\ .\DeployAllReportsToSsrs.ps1 For online Cloudhosted/Dev environment, we will run below mentioned script cd k:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\ .\DeployAllReportsToSSRS.ps1 -PackageInstallLocation “k:\AosService\PackagesLocalDirectory” It appears as When deploying reports are completed, It looks like Thanks for reading !!!

Among the fabulous sessions at MBAS 2020 Online Conference, Introduction of Project Operations was the most anticipated for me. Here are my takeaways from the same – Gurkan Salk & Kevin Horlock provided an overview of what to expect for Project Operations/  What is Project Operations? Some key points –  Project Operations is an extension of capabilities to existing PSA in Dynamics 365 to a whole new product called as Project Operations. This is a new offering by Microsoft. GA is 1st Oct 2020 Project Operations will utilize the Project based Sales Capabilities including quotation and resourcing  Project Management capabilities will run from Microsoft Project and utilize the power scheduling engine it has to offer. Taking capabilities directly from Project for the Web. Will now be embedded inside Project Operations Capabilities of D365 Finance will be utilized for Costing and Invoicing/Accounting capabilities. Better Teams Integration to bring in Project Team Members on a Teams channel to be able to better collaborate. Flexible and easy to use Gannt Chart for Tasks. Clicking on the bars would let us configure the attributes of the Task Resource Manager has all visibility across all Projects. Revenue Recognition in Finance and Operations – Looking into Project And Operations for Outstanding Invoices. Overview of the Revenue Recognition angle of a Project can be over-viewed in FnO. AI to interpret receipts what have been scanned and entered against the Project. When is Project Operations available? General Availability is 1st Oct 2020 Some good QnAs in the session Could Integrate with Azure DevOps.Ans: Won’t be available out-of-box integration, but we can use Power Automate. Planned Integration?Ans: No direct Planner usage. PO and supporting CDSAns: PO will run on Dynamics platform. Will encapsulate PSA capabilities. All PO data available in CDS. Hope this initial info helps and we’ll keep you posted as we approach GA.

Introduction: In this blog we will see how to remove commas from whole number field. Use case : we were using the whole number field but after creation we noticed that there is comma in numbers. Solution: Step 1 : go to settings ->  click on settings icon -> Options Step 2: After clicking on Options, below screen will be displayed. Click on Formats -> Customizations After clicking on Customizations, in Digit group , select Options and click OK. click OK. Output:

Introduction This blog explains how to resolve the issue for Canvas App not loading which is embedded in D365 CRM using HTML Webresource. Issue After Canvas App was published and shared with Users still, they were unable to access the Power App. It was showing a blank page with no error. Resolution After debugging the Webpage, I concluded it was missing the Canvas App required privilege. The privilege can be found in D365 CRM as per below screenshot After creating a new role for sharing Canvas App and assigning to User, Canvas App rendered as below Conclusion I hope the above Blog helps you resolve the issue for Canvas App embedded using HTML Webresource in D365 CRM. Note: This privilege is only required for Canvas App embedded with HTML Webresource in D365 CRM.

Microsoft Dynamics is a product from one of the most renowned software companies in the world – Microsoft. In a nutshell, it is a combination of both the CRM and ERP solution. ERP stands for ‘Enterprise Resource Planning,’ and CRM stands for ‘Customer Relationship Management.’ Many companies are offering Dynamics 365 developmental services these days.  You need to do partner with a professional Dynamics 365 application development company like us that has the best name and reputation in the market. Because using this software, you can increase the efficiency of most of the departments in your organization such as finance, marketing, operations, project management, customer services, sales and so forth.  You can beat the competition when you use this software solution as it will help you to better organize the company. You can scale your business when you pick this software.  Dynamics 365 and Its Editions ‘Project Madeira,’ is the business version of this software. This particular cloud-based software helps SMBs or small and medium-sized business that has a staff of 1 to 250 employees.  There are three different offerings from the Microsoft Dynamics 365 namely — Financials for SMB, Operations for Enterprise and Sales for SMB. They help the company to focus on the three pillars that enable a business to sustain itself and to progress.  The best part about this software is that people can access it using various devices including phones that run on Android, iOS, and windows. Using the cloud, people can access the files remotely and in real-time.  Benefits of Dynamics 365 Here are some unique benefits that you will get to enjoy when you use Dynamics 365: Run the operations of your business using a cloud-based application that is well integrated with CRM and ERP software solutions and system.   Downtime is significantly reduced when you use this particular software package.  You can reduce the maintenance costs by hiring an expert IT technician to handle the technical snags.  With streamline processes and structured workflows, your business is well-organized and ready to scale up.  Integrating your website, loyalty program, ERP, and customer chat support with Dynamics 365/CRM is quite possible. Senior management teams can make their decision using accurate data that you can obtain using this system. It uses Adobe Marketing Cloud to integrate and unify the sales and marketing efforts of your firm.  Enhance the experience of your customer the moment they contact you via phone call or an email.  Migrating to Dynamics 365 is not a difficult task. If you like the benefits that are listed above, you need to work with the Dynamics 365 application development company like us to take things further.  Microsoft Dynamics 365 Development At CloudFronts, we have experts that have the knowledge and expertise in Dynamics 365. They can customize the best or superior solution to you, by using plug-ins, world-class developer toolkit, VS environment, workflow assemblies, and web services. Undoubtedly, we are the best Dynamics 365 development services provider in the world.  Microsoft Dynamics 365 For All the Industries Mentioned Below Here is a quick list of industries that can greatly benefit using Microsoft Dynamics 365: Telecommunications Manufacturing Footwear Retail Textiles and Apparels FMCG/Consumer Packaged Goods Pharmaceuticals and Healthcare Media Finance and Banking Oil and Natural Gas

Item Master Data Mass uploading via Data Management In the world of data management, it has become essential that the business users are provided solution for mass data uploading. Where the data is managed by very less expert users who’re required to upload and download data in bulk at very less given time. Today I am going to show you the way to upload Item Master Data quickly and with no errors via Data Management in MS Dynamics Commerce and Retail. Note: Masters as Item group, tax codes, units, category, item model group etc should be pre-configured or created for this to work accurately otherwise this operation will fail with errors as the masters are not created/configured. For this operation to work first we need to identify the fields that are required to do two steps. First, Item Master Creation Secondly, Item Master release in released products. So now to identify the necessary “importable” fields first we will export the required fields in excel as below. Goto Workspaces> Data Management and in Data Management click Export Button. Upon Clicking “export” create project as data filled in below. Desired Project name in my case I have named it “product master fields” Generate Data package to be set as No. Now when project is created click on “add entity” Select entity as “Released product creation V2” or anything as “Released product creation” whichever is latest according to your version of D365. Select output as “EXCEL”. Use sample file and skip staging to be set as NO. Very important step to select fields to be set as “Importable Fields” And “add” the entity to the project. Now again click on “add Entity”, select the rest of the fields as mentioned in pt. II., and select “released products V2) in entity name and click on add. Now click on export button as below Now on export screen Click on “refresh” button until you see  mark on thee screen, and then “download File” to obtain excel file. Note: click each project one by one to download table fields. After downloading file replace the data with required information that you want in your product master so that we can Import the Master data. (Note: You can hide fields that doesn’t require user to input any data but are required by AX this you will identify in released products format). Assuming that you have created your files for upload we will now continue with “Import” data, Goto Workspaces > Data Management and in Data Management click “Import” Button. Upon clicking “Import” create a project and add entity as below. Add group name, in my case added as “import Master Data” Now when project is created click on “add File” Select entity as “Released product creation V2” or anything as “Released product creation” whichever is latest according to your version of D365. Click the upload data file and select the appropriate file, in my case it is “Released product creation V2 – Format.xlsx” Select “Source data format” Click close. Now again click on “add File”, select the rest of the fields as mentioned in pt. VIII., and select “released products V2) in entity name and click on Close. After adding both the files, now its time to click on “import”, but first ensure that the sequence of the below files are as such 1st for Released Product Creation and 2nd for Released products. If this is not in sequence the above operation will fail. After Clicking on Import, you will have to click on refresh button until the  come. Upon success you can see the validation message that the master data has been uploaded successfully and released the product for use. In my case I had uploaded a test product which got successfully uploaded to the system. Hope this helps!