Introduction: Businesses in the digital age depend on cloud platforms and ERP systems integrating seamlessly. Dynamics 365 Finance & Operations (F&O) and azure integration is one such potent combination. Numerous advantages, such as improved scalability, agility, and data-driven decision-making capabilities, are made possible by this integration. The step-by-step instructions for connecting Azure with Dynamics 365 F&O will be provided in this blog. Steps to achieve the goal: Step 1: Setting up Azure Services a. Create an Azure account: Sign up for an Azure account if you don’t have one already. b. Provision Azure resources: Set up the required Azure resources such as virtual machines, databases, storage accounts, and other services according to your needs. Below are few links to create azure account. https://learn.microsoft.com/en-us/answers/questions/433827/how-to-get-an-azure-account-without-credit-card https://azure.microsoft.com/en-in/free/students Step 2: Configure Azure Active Directory (AAD) a. Click on New on the App Registration page. Set the name and set the type like below screenshots. b. Once you click on Ok button you would get notification like below. c. Now go to API Permission and click on Add permission d. Select Dynamics ERP e. Select Delegated Permission f. Select all permission and then click on Add Permission g. After selecting this permission again add permission on the screen this time selected Application Permission. h. Now we have to generate client secret value. Just select Certificates and secret. i. You will see the below screen where you can generate a new client secret j. Once you click on new you will see below screen where you can set the date to which this secret key would be valid. Max validity is 2 years. k. This is how the secret value would look like just copy Value. l. Now copy the Directory ID and Application ID Step 3: Connect Azure Services to F&O a. Go to Finance and Operations and serach globally Azure Active Directory/Microsoft Entra ID b. And then click on New and add your client id over here and set User ID as Admin. Please Note you should have the admin access right if not this won’t work. Conclusion: Azure integration with Dynamics 365 Finance & Operations empowers businesses to streamline processes, unlock data insights, and achieve operational excellence. Next blog would be how to connect standard API on postman and perform get and post function. Stay tuned! We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

We are delighted to announce that a leading US-based Industrial Cybersecurity Company is partnering with CloudFronts for Dynamics 365 support & maintenance with a Managed Services Agreement (MSA).  The client is based out of Houston, Texas and is an industrial cybersecurity company providing end-to-end digital security solutions that protect critical operational technology (OT) and industrial control systems (ICS) infrastructure against advanced threats. They enable industrial clients with the most effective cyber defense possible and unprecedented situational awareness from the plant floor to the cloud by providing timely, proactive solutions that overcome today’s business, security, and technology challenges. Client’s partnership with CloudFronts began with the implementation of Services Automation with Microsoft Dynamics 365 Project Operations and Business Central which enabled them to experience significant improvements in its business processes and system efficiency.  Under this MSA, CloudFronts will provide support & maintenance services for Microsoft Dynamics 365 Project Operations and Business Central. Client has doubled their MSA from 20 hours/month to 40 hours/month.  Visit us at https://www.cloudfronts.in/ to learn more about our Dynamics 365 offerings.  About CloudFronts  CloudFronts is a Dynamics 365 focused Microsoft Solutions Partner helping Teams & Organizations worldwide solve their Complex Business Challenges with Microsoft Cloud. Our head office and robust delivery centre are based out of Mumbai, India, along with branch offices in Singapore & the U.S.   Since its inception in 2012, CloudFronts has successfully served over 500+ small and medium-sized clients all over the world, such as North America, Europe, Australia, MENA, Maldives & India, with diverse experiences in sectors ranging from Professional Services, Financial Services, Manufacturing, Retail, Logistics/SCM, and Non-profits.  Please feel free to connect with us at transform@cloudfronts.com 

Hello everyone, in this series of Blog, we are going to learn about the Advance warehouse management in D365.  In this blog we will learn about the basic setups required for the Advanced Warehouse Management process. These setups may vary depending on the business scenarios. As a continuing blog from https://www.cloudfronts.in/blog/advance-warehouse-management-item-creation-part-1/ and https://www.cloudfronts.in/blog/advance-warehouse-management-warehouses-and-locations-in-microsoft-d365-fo-part-2/, this is will be a part 3 of the series. The following are the setups that we need to configure:  Load:  The loads are useful when we group multiple shipments. So, you can consider load as an object that will be used to transport the material.  Path:   Warehouse Managementà SetupàLoadà Load Templates  I have created two containers here as a load. One is a 20 ft container, and the other is a 40 ft container.  Location Directives:  The Location Directive plays a significant role in inventory movement in advanced warehouses. Location Directives are the set of rules which define the pick and put, Counting, License Plate building, Status change and Quality check etc. for individual warehouse or group of warehouses.  For my current scenario, I will create location Directive for a Purchase Order transaction. In further blogs I will write about other transactions as well.  Select the Work Order type as Purchase Order.  Select the work type as “Put.” For the receipt location, I have mentioned the default receipt location in the warehouse master.  For default receipt location, Go to Warehouse managementà Setupà Warehouse à Warehouses.  Select the default receipt location from the Drop down.  Select the Warehouse for which this “Put” rule going to work. You can group the warehouse and select the warehouses to work similar to the rule.  In the lines I have mentioned the from Quantities and to quantities.  For location directive action, I am using “Only fixed locations for the product.” By this, the system will ask for the location while Putaway operation in the Purchase Order.  Now, the Loads and location directives are ready to use in Advance Warehouse process.  That’s it for this blog!!  How to use these Loads and location directives in actual transaction will be discussed going forward in the blog series.  Keep learning!!!!!  Next in the Blog series:  How to create Work Classes and Work Templates in Advance warehouse management in D365.  How to set up Worker in Advance warehouse management in D365. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

CloudFronts is delighted to announce that Maldives based Sonee Hardware Pvt. Ltd is partnering with CloudFronts to integrate Leafio with Dynamics 365 Finance & Operation.  Sonee Hardware is one of the largest hardware retail businesses in the market and has built a reputation among its loyal customers with a strong drive for reaching the customers’ expectations. With 6 outlets, the company has diversified into various areas of businesses. Apart from being in B2C retail business, Sonee Hardware also champions in B2B business by offering competitive prices to dealers, traders and wholesalers. Learn more about Sonee Hardware at https://sonee.com.mv/  Sonee Hardware wanted to integrate Leafio platform with Dynamics 365 Finance & Operation. The purpose of this integration is for Sonee Hardware to have near real time demand forecasting based on the historical data available in D365 Finance and operations. This integration will enable Sonee hardware to manage their stocks efficiently by reducing the over stock and under stock scenarios using the Leafio platform.  On this occasion, Anil Shah, CEO of CloudFronts, said, “Our collaboration with Sonee Hardware is an example of how innovation and experience can come together. Through the integration of Leafio, we will be able to propel the hardware industry’s digital transformation. We are excited to work together to provide innovative solution and promote long-term growth.”  About CloudFronts   CloudFronts is a Dynamics 365 focused Microsoft Solutions Partner helping Teams & Organizations worldwide solve their Complex Business Challenges with Microsoft Cloud. Our head office and robust delivery centre are based out of Mumbai, India, along with branch offices in Singapore & the U.S.  Since its inception in 2012, CloudFronts has successfully served over 500+ small and medium-sized clients all over the world, such as North America, Europe, Australia, MENA, Maldives & India, with diverse experiences in sectors ranging from Professional Services, Financial Services, Manufacturing, Retail, Logistics/SCM, and Non-profits.   Please feel free to connect with us at transform@cloudfronts.com 

Hello everyone, in this series of Blog, we are going to learn about the Advance warehouse management in D365.  In this blog we will learn about the basic setups required for the Advanced Warehouse Management process. These setups may vary depending on the business scenarios. For a Warehouse to work in an Advance warehouse scenario, there are some prerequisites that we need to do first. The following are the setups that we need to configure:  Path: Inventory Management Inventory Breakdown Warehouses.  Click on New. Enter the warehouse and Warehouse name.  Most importantly, for warehouse to work in a advanced warehouse scenario, we have to enable the “Use warehouse management processes”.  For advanced warehouse management, the location plays an important role for better inventory visibility and item tracking. For this, we need to do multiple setups as per below.  In the location type, I have mentioned four main locations. These are Baydoor, Floor, receiving and User.  These locations will increase or decrease as per business scenarios.  Recv: This location I am using primarily for entry of the goods/items in the warehouse.   Floor: This location I am using for storing the goods/items in the warehouse.  Baydoor: This location I am using for exit of the goods/items from the warehouse.  User: This location I am using for default. This user location will be used in the Warehouse management parameter, in User Location profile.  Location formats are used as the naming system by which we can create the unique and consistent names for different locations within the warehouse.  Here, I have mentioned the length as 1.   The location profiles will be used for connection between location type, Location formats and the locations. The location profiles are very important setup because the location capacity can be mentioned here. Also, how the inventory is stored in the location, and how the inventory is getting accessed is also dependent on the location profiles.  Here, I have enabled User license plate tracking, allow mixed items, Allow mixed inventory statuses, Allow mixed inventory batches.  Click New. Select warehouse from the drop-down menu. Enter location name as per requirement. Select the Location profile ID from the drop-down menu.  We can add as many locations as we want.  Now, the warehouse and locations are ready to use in Advance Warehouse process.  That’s it for this blog!!  How to use these warehouses and locations in actual transaction will be discussed going forward in the blog series.  Keep learning!!!!! 

Hello everyone, in this series of Blog, we are going to learn about the Advance warehouse management in D365.  What is Advance Warehousing Process?  The day-to-day transactions in the advanced warehouse are a bit different than in a normal warehouse. Workers in the advanced warehouse use mobile devices to move stock from one location to another. Here location doesn’t mean just the location, we can move it from one warehouse to another. So, instead of sitting in one place, workers can move around the warehouse to pick up or put the stock. In Advance warehouse management, the visibility of the stock is very clear. Workers can see where the stock is in the warehouse and in what quantity. This results in Streamlined warehouse operations, reduced inventory carrying costs, and thus improvement in customer satisfaction through faster and more accurate order fulfillment.  In this blog we will learn about the basic setups required for the Advanced Warehouse Management process. These setups may vary depending on the business scenarios. For an item to work in an Advance warehouse scenario, there are some prerequisites that we need to do first. The following are the setups that we need to configure:  Path: Product Information Managementà Dimension and Variant Groupsà Storage Dimension Groups.  In the Storage dimension group, activate the “Use warehouse management process.”   Once you activate the use warehouse management process, the Location, Inventory Status, License Plate will be automatically activated.   2. Reservation hierarchy   Path: Warehouse Management à Setupà Inventoryà Reservation Hierarchy.  A reservation hierarchy helps delay specific reservation details until after you’ve placed an order. This hierarchy relies on item-related factors like inventory status and license plate for storage and tracking. While it’s essential to have site, warehouse, and inventory status information during the ordering process, certain details like location can be added after making reservations. For instance, the warehouse management system can identify the best locations for picking based on this reservation hierarchy.   3. Unit sequence groups Path: Warehouse Management à Setup à Warehouse à Unit sequence groups.  Unit sequence group is mandatory setup which works when dealing with movement of material. Now take one example: If the Unit sequence group is mentioned as Each and Box, then While making product receipt from a Purchase Order, mobile device will show the options to receive the materials in two different units which are Each and Box.  Here based on my scenario, I have mentioned the default unit for Purchase orders and Transfer Order as Box.  Now, the Item is ready to use in Advance Warehouse process.  That’s it for this blog!!  How to use this item in actual transaction will be discussed going forward in the blog series.  Keep learning!!!!!  Next in the Blog series:  How to create Warehouses in Advance warehouse management in D365.  How to create Locations in Advance warehouse management in D365. 

Introduction In this blog, we’ll be looking into creating a new environment for D365 Finance and Operations or D365 Commerce. Pre-requisites References Configuration Go to Microsoft Dynamics Lifecycle Services and log in with your account. If you select D365 Commerce, you get the following screen. If you select D365 Finance and Operations, you get another screen where you have to specify whether the project is an actual implementation or just for evaluation after which you get the same screen as below. Once the Project is created, we get the following screen. From here, we click on the hamburger menu at the top and then click on Cloud Hosted Environments. Click on Add to create a new environment. If you get the below pop-up asking to configure an Azure Connector, please refer to my blog – “Configure an Azure Connector in LCS”. Once, you have an Azure Connector configured, you can click on Add again and get the following pop-up. After selecting the Application and Platform version, you’ll get the option to select the environment topology. DEMO – A demo environment includes only Microsoft demo data. You can use a demo environment to explore default features and functionality. DEVTEST – A DevTest environment is for development or build. You can use this environment for development or build. Then we get another pop-up to select the environment topology. After that is selected, we decide the environment name and the size of the VM that is to be used for this environment. You can read more about VM sizes here – VM sizes – Azure Virtual Machines | Microsoft Learn Once we click on Next we get the last pop-up after which the environment gets deployed. Once we click on deploy, it takes about 6-8 hours to deploy the environment after which it’ll be available in the cloud-hosted environments section. If, for some reason, you try to create an environment with the latest platform and application version and that deployment fails, you can try to create an environment one platform/application version below that. Conclusion Thus we saw how to create an environment in LCS for either D365 Finance and Operations. Happy Coding!

In Dynamics 365 Finance and Operations (D365 F&O), the use of batch numbers is a common practice to manage and trace items with specific characteristics. Batch numbers are typically assigned to groups of items produced or received together, allowing for better control, tracking, and compliance with industry regulations. In this blog I will explain how to solve the expiration date issue while registering a Batch and Serial number tracked product. In the above screenshot you can see that the Batch Number 23010-CM-000088 has been assigned for my Item P-000014. Here, the Expiration Date is 08-04-2023. Now if I try to register this Item with the same Batch Number, I will get the Batch Number Expiration Date being past the Required Date error. Now to solve this error go to Inventory Management>Enquiries and Reports>Tracking Dimensions>Batches. Now on the Batch Number page go to Reset Tab then under the Reset tab click on Reset Shelf-Life Dates. The next step is to select the New Expiration Date and then Click Ok. This will Update the Expiiration Date of that Batch Number. In the above screenshot you can see that the Expiration Date has been changed. Now we will be able to register the Item. Here, you can see that now I am able to register the Item successfully. That’s it for this blog. Hope this helps you! Thank You!