As NAV 2017 introduced new features, they have added some fields in Sales & Receivable Setups. These fields are explained below : Following new fields are added in the Sales & Receivable setup as compared to NAV 2016. Default Item Quantity Create Item from Description Allow Document Deletion Before The functionality of these fields are explained below : Default Item Quantity : By default it will not be checked.  If the user checks it then, the default quantity in a sales line will automatically be set to 1 . (This will work only if the Type in the Sales Line is Item). Create Item from Description:  By default it will not be checked.  If the user checks it then, while entering Item description in Sales Line if the system is unable to find the same description in Item master, the system will prompt the user to create a New item or Select an Item From Existing List, as shown below. 3. Allow Document Deletion Before: If the date is provided in this field, system will allow to delete the document (Invoice & credit memo) only after checking the posting date which should be before the date provided in these field. This features might be very small but are very useful in day to day activities  by the user.

Introduction: In this blog, we will have a look on how the records can be retrieved from NetSuite on basis of a custom field value. Scenario: We had a client with requirement to integrate their NetSuite environment to CRM environment. The integration process from NetSuite basically triggers on the scheduled time set on the server scheduler. One of the entity that gets integrated is “Customer”. When Customer record is updated in NetSuite, a Boolean field known as “Dirty flag” is set as true in NetSuite. While integration the records retrieved are based on the Boolean field “Dirty flag”. Only the records which have Dirty flag as true are retrieved. The code that retrieves the updated records from NetSuite is as follows: The search is done based on a Boolean custom field. The search value for this field should be set as true. The above code is to search records from all the pages. The page size mentioned is 5 in the above code. Thus, each page will have maximum of 5 records on one page.  

In this blog, we shall see how can a user make simple modifications to the CRM Portal Entity Form using ‘Entity Form Metadata’. Pre-Requisites: D365 CRM Portals D365 CRM Environment Why Use Entity Form Metadata? Entity Form Metadata has a modification logic to arguments or has the ability to override the functionality of form fields which isn’t possible using the CRM’s native editing capabilities. Entity Form Metadata allows the user to configure specific pieces on the form like a sub-grid, the notes section or an entire Section or Tab on the form which cannot be modified at the top level configuration. Scenario: In the following scenario the user will see how to make simple customizations like converting a “Lookup” entity field to a “Dropdown” field  on the Create Case Entity Form on CRM Portals using Entity Form Metadata. In the following image below we see that the ‘Product’ field on the  Create Case  Entity Form which is a look up field which we will be converting to a dropdown field using ‘Entity Form Metadata’. Fig 1. Image of the Create Case Form before making changes using Entity Form Metadata Process: In order to make the above changes to the attributes that are present on the Entity Form in CRM Portals the user will have to create a Entity Form Metadata which will convert the lookup attribute to a dropdown list. Step 1: The user will have to go on the CRM Main Menu to Portals> Entity Forms> Customer Service-Create Case Form as shown below. Fig 2. Selecting the Create Case Entity Form Step 2: On the Entity Form the user will have to scroll down to the form till Entity Metadata property doesn’t appear. The user will have to create a new Entity Form Metadata by clicking on the ‘+’ option to the right as shown below. Fig 3. To create a new Entity Form Metadata Step 3: In the New Entity Form Metadata use will have to select ‘Type’ as ‘Attribute’ and select the Entity from the drop down list in ‘Attribute Logical Name’ to which the following change is to be made in this case we will select the ‘Product’ field. Under ‘Control Style’ select the Control Style as ‘Render Lookup as Dropdown’. Fig 4. Entering Specific Details into the Entity Form Metadata Dialogue Box. Step 4: Click on ‘Save and Close’ once the details is entered. Now open the Portal Form Page to which the changes are made. The user will find that the ‘Lookup’ Product field is converted to a ‘Dropdown’ field. Conclusion: Thus, in this way user can make simple customizations to the Entity Form Page in CRM Portals using ‘Entity Form Metadata’ which isn’t possible to be achieved at top level configuration methods.  

Introduction: Want to make a dedicated OneNote notebook per Dynamics 365 record? Dynamics 365 Integration is what you need. This integration provides you the ability to take notes in the notebook in context of Dynamics 365 record for selected entities. OneNote records can be directly accessed on the Activity wall of the record whether on web application or on the mobile apps. Pre-Requisites: Server based SharePoint integration needs to be enabled between D365 and SharePoint Online. OneNote integration is only supported for SharePoint Online. Document Management is enabled for the Entity and the same is setup in Document Management under Settings in Dynamics 365. Setting Up: Before we begin, look that OneNote Integration won’t appear yet in Document Management under Settings since we don’t have Server-based SharePoint Integration enabled yet. Once you’ve enabled Server-based SharePoint Integration, you’ll see OneNote Integration Note: By default, OneNote integration will be enabled for Account, Contact, Lead and Product. So, I’ll enable OneNote integration for one of my custom entities. Following are the steps to enable the same: I have an entity called Order Fulfilment. On this entity, I have the usual Activity Feed as below   First, the entity needs to be Document Management enabled to be able to be listed for OneNote Integration as shown in the image below on entity level. I’ll navigate to Settings > Document Management > OneNote Integration. Because Document Management has been enabled on Order Fulfilment entity, I can see Order Fulfilment (I’ve ticked the same and clicked on Finish)3. And DONE! Accessing OneNote for a record Once I’ve configured this, I’ll open the Order Fulfilment record I was looking at. Once I click on it, I’ll see a Notebook has been created. And clicking on the Untitled Notebook will take me to OneNote Online for that record Hope this was quick and easy!

Introduction: Purchase Quotation use to purchase items or services, and want to receive competitive offers from multiple vendors. In Purchase quote, vendors provide the prices and delivery times for the quantities of items that they specify. In the Search box, enter Purchase Quotes, and select the related link. Click on new to create new purchase quote. In the Buy-from Vendor No. field, select the vendor’s number. Select item in the type field in quote line. In the field, select the item number to be ordered. Enter the quantity you want to order in quantity field. Enter the Order date, Due Date, Expected receipt date on Purchase quote header. Once receive the price from vendor enter the price in Direct unit cost field. On Action tab click on Make order to create Purchase order from Purchase quote. You will get below Infolog when purchase order will be created. Conclusion: Purchase quotation is good feature in Dynamics NAV which allow you to create quote for items and services that you want to purchase from several vendors based on prices and time.  

Introduction: In this article, a workflow response is created in the standard purchase order workflow. This response sends an email to the vendor after release of the purchase order i.e when the send approval request of the purchase order is approved by the authorized approver, the status of the purchase order changes to Released  afterwhich an email is sent with  attachment in a .pdf format to the vendor. Pre-requisites 1.Microsoft Dynamics NAV 2017 Steps: 1. Configure smtp mail setup in the front end where you need to enter the sender’s email id and password. 2. Now to create a workflow response we need to create a global function in a new codeunit. Navigate to View tab select C/AL Globals or (Ctrl+G). click on the functions tab and under the Name type the function name, by default the function is a local function. 3. To make it a global function, select the function ‘SendEmailCode’ and click on view tab then click on properties. Set the Local to No, this will make the function global. Now click on the function then click on Locals button placed on the right side. Click on the return value tab and set return type as code and length as 128. This function calls another function ‘SendEmail’ 4. Create another global function with another name in this article I’ve used ‘SendEmail’. Set parameter to the record ‘Purchase Header’ and enable it as a variable. 5. In the below code, we first fetch the vendor email id and set it to a variable VendEmail. We use the FileManagement codeunit and set the ServerTempFileName as a ‘pdf’ file. We then save the report as pdf file.  We then use SMTPMail codeunit, The SMTPMAIL.CreateMessage sets the sender’s email id and recepients email id, subject of the email  SMTP.AddAttachment function attaches the purchase order in  a .pdf format. In SMTPMail.AppendBody function we can specify the body of the email. SMTP.Send functions sends the email. 6. Now the response created of sending email to the vendors need to be added to the workflow response library.  Create a global function, in the properties of the function click on the event field and select subscriber. In the Event Publisher object select the Workflow Response Handling codeunit (codeunit no. 1521)  In the Event Function field select OnAddworkflowResponseToLibrary.  Select the function and click on the Locals button and in the variables tab, create a variable for codeunit Workflow Response Handling. In the below code, we add the response to workflow library with name SendEmailVendor. This name is a text constant 7. Now to execute the response we need to create a global function. Create a global function, in the properties of the function click on the event field and select subscriber. In the Event Publisher object select the Workflow Response Handling codeunit (codeunit no. 1521) In the Event Function field select OnExecuteWorkflowResponse.  In the Locals for this function, in the variable tab create a variable for the record ‘workflow response’. 8. In the Dynamics NAV front end , navigate to workflows from the search bar. In the purchase order approval workflow, add the response ‘Send Email To Vendor’ then enable the workflow. 9. Navigate to Purchase order from the search bar and click on Send approval request button on the menu bar. 10. The email is sent to the vendor.  

In this blog article, we will see how we can open a URL in web browser from D3fO using X++ code. It is achieved using Browser class which extends System Class xBrowser having only method navigate(). It has three parameters from which only first is mandatory: downloadURL (string) – URL you want to browse. openInNewTab (Boolean) – It is used to specify url should be open in same tab or new tab showExitWarning (Boolean) – Prompt a dialog to exit the current page. Create a new Class: class CFSBrowseURL { } Call URL: public static void main(Args _args) { Browser browser = new Browser(); browser.navigate(‘www.cloudfronts.com’, true, false); } So, this will open URL within a new tab in browser using X++. Let me know your reviews and queries. I will soon come up with more articles, as I further explore D365 Operations.

Introduction: In my previous blog, I had mentioned the steps required to setup ACH payments to vendors in NAV. For more details of my previous blog, click here. After all the setups are done, the next step will be to Export and Transmit the ACH payment file. In this blog, I will be giving the procedure for the same. Pre-requisite: Microsoft Dynamics NAV 2017 (North America NA version). Procedure: Step 1: Navigate to Payment Journal. I have created a new payment general journal batch named ‘ACH’. Step 2: Select ‘Suggest Vendor Payments’ which processes open vendor ledger entries and creates a payment suggestion as lines in the Payment Journal window. Enter the Last Payment Date and the Posting Date. Enable Find Payment Discounts, Summarize per Vendor to create one line per vendor for each currency in which the vendor has ledger entries. Select the Bal. Account Type as ‘Bank Account’ and select the bank from which ACH payment has to be made in Bal. Account No. Select the Bank payment type as ‘Electronic Payment’. Select a filter as payment method code is ‘ACH’ so that open vendor ledger entries with vendor payment method code as ACH are displayed. Step 3: Export payments on journal lines to a file prior to transmitting the file to the bank. Select the ‘Export’ action. Output method is basically for the Remittance advice. Select the output method to save it. Step 4: The export file will be created automatically and saved in the Export folder. Now logon to the bank, upload the file and once verification is given from the bank that everything is perfect then it can be transmitted. Step 5: To transmit the payment, click on transmit. After transmitting the payment, NAV will remove the notepad file from export folder and transfer it in the transmit folder. Step 6: Last step is to post the payment. Note: To edit the format of the export file as per the bank requirement, you need to edit format of the Codeunit 10090 – Export Payments (ACH). Using the above procedure, it is possible to do ACH payments to vendors in Microsoft Dynamics NAV.  

Microsoft Dynamics 365 App Development Services is a new generation business application platform from Microsoft that provides an end to end solution to all your growing business needs starting from design, development till the appsource listing and future enhancements. Our App advancement administration group has profound skills in creating sophisticated business applications on the head of Dynamics 365 for our accomplices. We help you through the whole lifecycle, from Development to AppSource posting and improvement support, permitting you to concentrate on your Business Strategy and Marketing. Once the application is prepared and inside tried, we will work with you to present the application to Microsoft, address any issues and get the application recorded on the AppSource. Project Managers often struggle to manage the project plan, keep the Gantt Chart updated.  As there are many activities under the PM’s umbrella to ensure the project delivery goes out smooth and successful. CloudFronts – PM App helps you to keep your project plan updated. Now, you will ask how does that happen? Following is what we do: 1.       We create the Gantt Chart, in which we: List down the Activities Assign duration Assign Billing Code Assign Resources Assign Predecessor’s to the Activities: This is an important activity. What happens when a predecessor is assigned to the task is, that task goes in inactive State. Unless the previous task is marked complete, the dependent task doesn’t turn active. Now, it is Project Manager’s responsibility to ensure that there is 100% time entry done for that task. This will tell you that the task is actually complete. PM-App also provides you this information. Once you double click the task, you see a Progress Field over that. If that is marked as 100%, means the time entry for the task is done by the developer completely. Now the project manager can safely mark the task as complete which is green in colour, so the dependent task becomes Active. Tip: A well-managed Gantt chart provides a lot of benefit to all the stakeholders, so always keep it updated.

Introduction: Transfer order are mainly used for Transfer of inventory from one location to another location. Below are the steps to create transfer Order In the Search box, enter Transfer Orders, and select the link Click on New button to create new transfer order. Select the Location in Transfer from Code field from where you want to ship the Inventory Select the Location in Transfer to Code field from where you want receive the Inventory. Select the Location in In-Transit Code field which is used for mainly material is shipped from one location but not received in another location. Select the Item, quantity on Transfer order lines. On Action tab, click on post button to ship the Inventory from one location. Select ship in message Box and click on OK. You can checked Quantity which are shipped in Quantity Shipped field. Then again click on Post button to receive the inventory in another location. Select Recive in message box and click on OK. You can checked Quantity which are received in Quantity Received field. Conclusion: Transfer orders involve posting items as shipped from one location and posting them as received at the other location.