Introduction: This blog articles explains the ability to add custom fields is available in platform update 13 and later. Creating Custom Fields: Process for creating a custom field and placing that field on a form: Navigate to the form where the new field is needed.  Click on Options and then Personalize this form  Click Insert and then Field Select the region of the form where you want to expose the new field. After selection, the Insert fields dialog box will display a list of existing fields that can be inserted into the selected region of the form. Click the Create new field button above the list to initiate the process of creating a custom field. This will open the Create new field dialog box. Enter all the relevant details for the new field Click save and insert the new field Note that there is currently a limit of 20 custom fields per table.

Introduction: In this blog article, we shall see how to pin the power BI reports to Workspace. How to pin? Power BI reports can be added to any workspace that contains a Links section. Once the Power BI reports have been deployed successfully you can pin them to your Dynamics 365 Finance and Operations Workspace. Steps: Open a workspace in Dynamics 365 For Finance and Operations In the workspace, click the Options tab Click Open Report Catelog The list of reports comes from the reports that you have in your Power BI account Click on Ok and those reports will be on your workspace Similarly any customized or out of the box reports can be pinned to your workspace.

Introduction: In this blog article, we will learn how to create entity Store in Dynamics 365 For Finance and Operations. Steps: 1. Add new Items 2. Under Dynamics 365 items –> Analytics –>Aggregate Measure. 3. Assign a table to the aggregate measure. 4. Add Measures to the aggregate Measure . Mention the field and Set appropriate properties of the measure. 5. Create a new dimension. 6. Assign a table or view to your Dimension. 7. Now from the solution explorer drag the newly created dimension to the aggregate measurement. The aggregate dimension will have system generated dimensions already present by default. Select the dimensional field and make appropriate relations. Save the Project. Clean and rebuild the project. Synchronize the database . This entity store will be available under entity store in Dynamics 365 for Finance and Operations.

Introduction: Deployment of Power BI to Dynamics 365 for Finance and Operations is done by Embedded Power BI in Dynamics 365 for Finance and Operations. Configurations of Power BI in operations: Configure your LCS project within Dynamics 365 for Operations Navigate to System Administration –> System Parameters –>Go to Help Tab Here you will be asked to Connect to Life Cycle services. This operation is mandatory, it enables Dynamics 365 for Operations to established a trusted connection to LCS using your user credentials. Click on “Click here to connect to Lifecycle Services” On successful connection, you will be able to choose a set of LCS projects from the drop down menu. Select the LCS project Enable Power BI: Register Dynamics 365 for Operations deployment as an web app. 1. Login to you Power BI account 2. There are some fields we need to fill in: AppName (e.g. “D365PBI”) AppType (Server-side Web app) Redirect URI (this will be your instance URL with “oauth” at the end. E.g https://D3651611aos.cloudax.dynamics.com/oauth) Home Page URL (This will be your instance URL. E.g https://D3651611aos.cloudax.dynamics.com/) 3. Choose APIs to access 4. Then hit “Register App”. This will generate a Client ID and a Client Secret which we are going to input inside D365. 5. Keep this window open, we need to copy paste the keys into D365. Deploy Power BI Files: Navigate to System Administrator –>Deploy Power BI Files .Click on Deploy Power BI Files Here you will be asked to Authorize Power BI, Click on Authorize Power BI. Click on Deploy Power BI Files

Manual For closing Blind shift in POS: Blind shifts terminate the currently ongoing shift and when logged in a new shift opens. In this blog we shall see how to close the blind shift. Steps: 1. Login to the POS 2. Open a new shift or continue with the existing one. 3. Click on Show blind closed shifts. 4. Select the shift you want to close. 5. At the bottom click on declare. 6. Declare the starting amount and the tender amount. 7. Click on close shift. This is how blind shifts can be closed.

Introduction: In this blog we shall see how to Issue and redeem Gift Card in Dynamics 365 for Finance and Operations. Issue Gift Card: On POS go to Sales. Go to Action and select Gift Card. Click on Issue Gift Card. Enter the Gift Card Number. Enter the Amount for gift Card. Select any Tender to pay. You Can check the details of the Gift card under Gift card in Dynamics 365 FOE. Redeem Gift Card: On the Transaction Screen select the Products. To redeem the gift card select on Pay gift card. Enter the Gift card number. You can check the balance by clicking on check balance. Proceed to pay. You can manually enter the amount and remaining due can be paid by other mode of payment. You can check the details of the gift card under gift card in Dynamics 365 FOE.

Introduction: This topic explains how to export a Microsoft Dynamics 365 for Finance and Operations, Enterprise edition database from an environment that is based on Microsoft Azure. Steps: 1. Create a duplicate of the source database. <“CREATE DATABASE MyNewCopy AS COPY OF axdb_mySourceDatabaseToCopy”> To monitor the progress of the copy operation, run the following query against the MASTER database in the same instance. 2. Run the Sql Server script to Prepare the database. –Prepare a database in SQL Azure for export to SQL Server. –Disable change tracking on tables where it is enabled. declare @SQL varchar(1000) set quoted_identifier off declare changeTrackingCursor CURSOR for select ‘ALTER TABLE ‘ + t.name + ‘ DISABLE CHANGE_TRACKING’ from sys.change_tracking_tables c, sys.tables t where t.object_id = c.object_id OPEN changeTrackingCursor FETCH changeTrackingCursor into @SQL WHILE @@Fetch_Status = 0 BEGIN exec(@SQL) FETCH changeTrackingCursor into @SQL END CLOSE changeTrackingCursor DEALLOCATE changeTrackingCursor –Disable change tracking on the database itself. ALTER DATABASE — SET THE NAME OF YOUR DATABASE BELOW MyNewCopy set CHANGE_TRACKING = OFF –Remove the database level users from the database –these will be recreated after importing in SQL Server. declare @userSQL varchar(1000) set quoted_identifier off declare userCursor CURSOR for select ‘DROP USER ‘ + name from sys.sysusers where issqlrole = 0 and hasdbaccess = 1 and name <> ‘dbo’ OPEN userCursor FETCH userCursor into @userSQL WHILE @@Fetch_Status = 0 BEGIN exec(@userSQL) FETCH userCursor into @userSQL END CLOSE userCursor DEALLOCATE userCursor –Delete the SYSSQLRESOURCESTATSVIEW view as it has an Azure-specific definition in it. –We will run db synch later to recreate the correct view for SQL Server. if(1=(select 1 from sys.views where name = ‘SYSSQLRESOURCESTATSVIEW’)) DROP VIEW SYSSQLRESOURCESTATSVIEW –Next, set system parameters ready for being a SQL Server Database. update sysglobalconfiguration set value = ‘SQLSERVER’ where name = ‘BACKENDDB’ update sysglobalconfiguration set value = 0 where name = ‘TEMPTABLEINAXDB’ –Clean up the batch server configuration, server sessions, and printers from the previous environment. TRUNCATE TABLE SYSSERVERCONFIG TRUNCATE TABLE SYSSERVERSESSIONS TRUNCATE TABLE SYSCORPNETPRINTERS –Remove records which could lead to accidentally sending an email externally. UPDATE SysEmailParameters SET SMTPRELAYSERVERNAME = ” GO UPDATE LogisticsElectronicAddress SET LOCATOR = ” WHERE Locator LIKE ‘%@%’ GO TRUNCATE TABLE PrintMgmtSettings TRUNCATE TABLE PrintMgmtDocInstance –Set any waiting, executing, ready, or canceling batches to withhold. UPDATE BatchJob SET STATUS = 0 WHERE STATUS IN (1,2,5,7) GO 3. Export the database from Azure SQL cd C:\Program Files (x86)\Microsoft SQL Server\140\DAC\bin SqlPackage.exe /a:export /ssn:.database.windows.net /sdn:MyNewCopy /tf:D:\Exportedbacpac\my.bacpac /p:CommandTimeout=1200 /p:VerifyFullTextDocumentTypesSupported=false /sp:EG=ajgU8!Fx=gY /su:sqladmin Where : ssn (source server name) – The name of the Azure SQL Database server to export from. sdn (source database name) – The name of the database to export. tf (target file) – The path and name of the file to export to. sp (source password) – The SQL password for the source SQL Server. su (source user) – The SQL user name for the source SQL Server. We recommend that you use the sqladmin  

Introduction: When Copying a database between environments, you will need to run the Environment Re-Provisioning tool before the copied Database is fully functional, to ensure that all the Retail Components are up-to date. Steps: Steps to Process Re-Provisioning Tool: 1. Log into your LCS Project. 2. Go to Asset Library. 3. Select “Software Deployment Package”. 4. Click on Import. 5. Select “Environment Provisioning Tool”. 6. Click Pick. 7. Once this Package is available in your Asset Library, Upload this package to your system and schedule it to run as you do for any other deployable package. 8. Go to Maintain and Apply updates.

Introduction: Customization of any particular form or table is done by creating extensions. Any modifications or to add some fields to an original object can be done by creating extensions. At run time all these extensions run as single object. In this blog we demonstrate how to add fields to an existing form. Consider the form CustTable and add two fields in the form. Passport Number Age Step 1: From Application explorer open DirPerson Table –> right click and click on create extension Step 2: Open the table designer and expand the fields. Add the two fields and set the appropriate properties. Step 3: From Application explorer open CustTable Form –>right click and click on create extension Step 4: Open the form designer of CustTable. Expand the deign portion until you reach the control, where you want to add required field. for example I want to add New fields in Person Detail section. Step 5: Open the data sourceà go to fields and drag and drop the newly created field. Save the changes and build the project. Step 6: This adds the fields to the form.  

Introduction: Dynamics 365 for Retail Provides Modern POS functionality (MPOS). It supports online as well as offline mode. The blog describes the configuration and Installation of MPOS step by step. Steps: Step 1: Go to Retail -> Channels -> Retail Stores -> All Retail Stores Select the Store for which you want to configure MPOS. In my case I have selected the warehouse. Step 2: On right hand side Go to registers and select which register you want for that particular store. Double click on the register Step 3: Under General Fast Tab, Enable Support Offline and Double click on the Device Please Note: If Device is not set for the register of the store. Go to Devices and assign a device of type Retail Modern POS to the register. Step 4: Click on Download and select the Configuration file Step 5: When the download starts click on save or the browser will automatically download it. Step 6: Again Go to Download and now select the Retail Modern POS Step 7: Once the download starts click on Save and then click on Run. This completes the installation of Modern POS