In D365 Business Central user can cancel or correct posted invoices.  Once the invoices are posted in the system the user can go to posted Sales/Purchase invoice using Global search. Once the Posted Invoice screen opens in the menu ribbon, there is a menu for correct.  On clicking of that menu there would be two option as below : Correct: This option will create a credit memo for the invoice and will also create an open invoice so that user can make the required changes and post the invoice again. Cancel: This option will just create a credit memo. The feature of Correct & cancel of posted invoice saves lot of time of the users by automating the process of creating Credit memo.

In this blog article, we will see how we can create Fixed Asset Journal using X++. Write below code to create Journal Header in LedgerJournalTable Table and Lines record in LedgerJournalTrans and LedgerJournalTrans_Asset Tables. public void createFixedAssetJournal()     {                LedgerJournalTable ledgerJournalTable;         LedgerJournalTrans ledgerJournalTrans;         LedgerJournalTrans_Asset ledgerJournalTrans_Asset;         Assettable assetTable;         ledgerJournalTable.initValue();         ledgerJournalTable.JournalNum   = JournalTableData::newTable(ledgerJournalTable).nextJournalId();         ledgerJournalTable.Posted       = NoYes::No;         ledgerJournalTable.JournalName  = ‘ACQUI’;         ledgerJournalTable.JournalType  = LedgerJournalType::Assets;         ledgerJournalTable.initFromLedgerJournalName(ledgerJournalTable.JournalName);         ledgerJournalTable.insert();          ledgerjournalTrans.initValue();         ledgerJournalTrans.CurrencyCode      = Ledger::accountingCurrency(CompanyInfo::find().RecId);         ledgerJournalTrans.AccountType       = LedgerJournalACType::FixedAssets;         ledgerJournalTrans.TransactionType   = LedgerTransType::FixedAssets;         ledgerJournalTrans.Approved          = NoYes::Yes;         ledgerJournalTrans.Approver          = HcmWorker::userId2Worker(curuserid());             ledgerJournalTrans.LineNum                              = LedgerJournalTrans::lastLineNum(ledgerJournalTrans.JournalNum) + 1;         ledgerJournalTrans.TransDate                            = DateTimeUtil::getSystemDate(DateTimeUtil::getUserPreferredTimeZone());         ledgerJournalTrans.LedgerDimension                      = LedgerDynamicAccountHelper::getDynamicAccountFromAccountNumber(AssetTable.AssetId,LedgerJournalACType::FixedAssets);                   ledgerJournalTrans.accountName();                ledgerJournalTrans.AmountCurDebit                       = ’45’;         ledgerJournalTrans.OffsetAccountType                    = LedgerJournalACType::Ledger;         ledgerJournalTrans.OffsetLedgerDimension                = ledgerJournalTrans.getOffsetLedgerDimensionForLedgerType(AssetLedgerAccounts::assetOffsetLedgerDimension(AssetTable.AssetId, AssetTable.assetBookCurrent().BookId, AssetTransType::Acquisition),curExt());         ledgerJournalTrans.insert();         ledgerJournalTrans_Asset.initValue();         ledgerJournalTrans_Asset.RefRecId                       = ledgerJournalTrans.RecId;         ledgerJournalTrans_Asset.AssetId                        = assetTable.assetId;         ledgerJournalTrans_Asset.TransType                      = AssetTransTypeJournal::Acquisition;         ledgerJournalTrans_Asset.BookId                         = AssetTable.assetBookCurrent().BookId;         ledgerJournalTrans_asset.insert();         ttsbegin;         LedgerJournalTable.selectForUpdate(true);         LedgerJournalTable.numOfLines = LedgerJournalTable.numOfLines();         LedgerJournalTable.update();         ttscommit; }

Introduction: Lot of D365 Administrators would have observed that we no longer see the Organization Insights solution on AppSource anymore. This is because you can now see the Organization Insights on the new Administration portal for D365. New D365 Admin Portal! There is new portal for D365 Administration which is in preview. You will see the option to go to new D365 Admin Portal from the Current Admin portal screen. Administrators can also access the portal from the URL: https://admin.powerplatform.microsoft.com The new portal is also called as the Power Platform since it now includes Administration of your Power Apps and CDS as well. You can manage the environments, do the analytics and lot more things. I am expecting this Portal will be upgraded and will have lot more features in future.

In this blog article, we will see how we can create a Fixed Asset using code based on AssetGroupID. Add below code in class to create a Fixed Asset, public void createFixedAsset(AssetGroupId assetGroupId) {         AssetTable assetTable;         NumberSeq numberSeq;         assetTable.initValue();         assetTable.assetGroup = AssetGroupId;         //Initialize Number Seq for Asset Id         numberSeq = assetTable.initAssetNumberSeq(assetTable.Assetgroup);         AssetTable.AssetId = NumberSeq.num();           //Initialize other fields based on Asset Group assetTable.initFromAssetGroupId(assetTable.Assetgroup);         //Initialize name and Name Alias fron Item Id         assetTable.Name = InventTable::find(‘ITM1104’).itemName();         assetTable.NameAlias = assetTable.Name;         //Validate and Insert Fixed Asset. On insertion asset book is also created         assetTable.validateWrite();         assetTable.insert();     }

Introduction: In this blog , I will demonstrate the use of SSL certificates to help secure connections over a wide area network (WAN),  connection from the Business Central Web Server to the Business Central Server.  Business Central can support the following configurations: Chain trust, which specifies that each certificate must belong to a hierarchy of certificates that ends in a root authority at the top of the chain. Peer trust, which specifies that both self-issued certificates and certificates in a trusted chain are accepted. The implementation in this section describes the chain trust configuration, which is the more secure option. Pre-requisites: 1. Microsoft Dynamics 365 Business Central 2. SSL Certificates Demonstration: 1. Obtaining Certificates: You implement chain trust by obtaining X.509 service certificates from a trusted provider. These certificates and their root certification authority (CA) certificates must be installed in the certificates store on the computer that is running Microsoft Dynamics 365 Business Central Server. The CA certificate must also be installed in the certificate store on computers that are running the Business Central Web Server so that clients can validate the server. 2. Run the Certificates Snap-in for Microsoft Management Console and Install and Configure the Certificates. (NOTE: The Server Authentication and Client Authentication purposes must be enabled.) 3. Grant access to the Business Central Server service account:  After you have installed the root CA and the service certificate on the computer running Business Central Server, you must grant access to the service account that is associated with the server so that the service account can access the service certificate’s private key. In the left pane of MMC, expand the Certificates (Local Computer) node, expand the Personal node, and then select the Certificates subfolder. In the right pane, right-click the certificate, select All Tasks, and then choose Manage Private Keys. In the Permissions dialog box for the certificate, choose Add. In the Select Users, Computers, Service Accounts, or Groups dialog box, enter the name of the dedicated domain user account that is associated with Business Central Server, and then choose the OK button. In the Full Control field, select Allow, and then choose the OK button. In the right pane, select the certificate. In the Certificate dialog box, choose the Details tab, and then select the Thumbprint field. Copy the value of Thumbprint field. For example, copy the hexadecimal characters to text editor, such as Notepad. Delete all spaces from the thumbprint string. If the thumbprint is c0 d0 f2 70 95 b0 3d 43 17 e2 19 84 10 24 32 8c ef 24 87 79 then change it to c0d0f27095b03d4317e219841024328cef248779. 4. Configure the Business Central Server instance: Enter the service certificate thumbprint and the credential type as ‘NavUserPassword’ and restart the server. 5. In the Windows Client Configuration file (ClientUserSetting.config ) and the Web Client Configuration file (NavSettings.json)  make the credentials as ‘NavUserPassword’ and the DNSIdentity as the subject name of the certificate. The location of Windows Client Configuration  file is Users\<username>\AppData\RoamingLocal\Microsoft\Dynamics 365 Business Central\. The location of Web Client Configuration file is  C:\inetpub\wwwroot\BC130\navsettings.json. 6. Now go to IIS and set the bindings for https ( hostname will be the domain name of the server) and in SSL certificate select the CA Root certificate. 7. Now add the CA Root certificate in the external computer and enter the link for WebClient in the browser. (https://<Domain Name>/BC130) Conclusion: Thus, we have accessed the WebClient externally using the SSL.

Introduction: You might receive alert “The Team member position has already been filled” while submitting a request for an actual resource. Description: I was working on a project and we use PSA solution for resource management. Some Team Members was already added in project with “Generic Resource” and we wanted to replace resource with actual team member. But whenever I try to submit Resource request in PSA in “Project Team Member” I Receive alert message with “The Team member position has already been filled“. Solution: When you are adding a Project Team Member, are you choosing “Generic Resource” on Bookable Resource lookup for that team member? When you do this, you’re setting a Bookable Resource to team and thus can’t request for one anymore. When adding a Project Team Member, leave the Bookable Resource lookup unpopulated. This way a Bookable Resource is not assigned on the project team and you can submit a request against the created generic. When adding the Architect (Role), I have chosen Generic Demo Resource in the Bookable Resource lookup on the Quick Create. When adding the Consultant, I have left the Bookable Resource lookup unpopulated. Conclusion: So, this can be avoided if you are adding Resource from “Project Team member Associated view”.

Introduction: Once a User exports a report to Microsoft Excel from a Microsoft Dynamics CRM environment, they may want to further filter the report in Microsoft Excel. Issue: An issue I came across recently was that the report, when exported to Excel, would not allow me to filter in Excel for the first few columns, as shown in the screenshot below. On further testing, I found that this was due to the Title text box above the table. Solution: Once the side of the text box was extended to the very end of the report (as shown above), near the end of the page, Excel allowed the filters to be applied to all columns in the exported SSRS report. That solves it!

Introduction: Quite simply put, some of the embedded dialogs like the Advanced Find, Merge Records, Assign & Edit record windows which are not by default visible on the Unified Client Like when you multi-select records, you can’t see the typical Merge, Edit buttons on the ribbon. Here’s how you enable them. System Settings: In your Web Application’s system settings, you have an option under general where you can enable these buttons in the Unified Interface. Now, you can retain those buttons in the Unified Interface as well. Have a great time exploring Unified Interface!

Introduction: This blog explains an alternative approach to Activate an Order in UCI. Scenario: We are using Prospect to Cash solution to integrate Sales Order from Sales to Operations (CRM To Operations). In UCI Activate Order button is not working which is used for Order Integration. In this blog we will see an alternative approach to achieve this. Pre-Requisites:    D365 Sales    Microsoft Flow Steps to be followed: Dynamics 365 – 1. Create Custom “Activate Order” button in UCI. 2. Add below JavaScript code which will trigger on Click of “Activate Order” Button. (This code will take the Order Guid and pass it to the http post request) Refer this blog to understand more about HTTP Post Request using Microsoft Flows: https://www.cloudfronts.com/http-post-requests-using-microsoft-flows/ // JavaScript source code CallMSFlowsToActivateOrder: function () { var entityGuid = Xrm.Page.data.entity.getId(); entityGuid = entityGuid.replace(“{“, “”).replace(“}”, “”); var data = JSON.stringify({ “OrderID”: entityGuid }); var xhr = new XMLHttpRequest(); xhr.withCredentials = true; xhr.addEventListener(“readystatechange”, function () { if (this.readyState === 4) { console.log(this.responseText); } }); var xhr = new XMLHttpRequest(); xhr.open(“POST”, “URL Created From MS Flow”, true); xhr.setRequestHeader(‘Content-Type’, ‘application/json’); xhr.send(JSON.stringify({ “OrderID”: entityGuid })); } Microsoft Flow: 1. Create Flow from Blank. 2. Select the Http request is received trigger. 3. Add below in Request body JSON Schema 4. Add Get Record Trigger of Dynamics 365. In Item identifier pass the OrderId from the Dynamic Content. 5. List all related Sales Order Product of that Order. 6. Add apply to each control and update the value of Order is Active field. 7. Update the Processing state field of Order entity. Overall Flow:

Introduction: This blog details steps for Run Report button in UCI Form via Web Browser in D365 Sales. Scenario: Client requires Run Report button in UCI Form for Order Entity in D365 Sales Steps: Below are steps to be performed for enabling Report button on Order Entity Create WebResource with below javascript function. Create a button on Form and call function “PrintSalesOrderDetails”. Conclusion: Hope this blog helps you to run report in UCI browser.