Latest Microsoft Dynamics 365 Blogs | CloudFronts - Page 2

Failed to Rotate Secrets in Lifecycle Services (LCS)? Here’s What to Do Next

Working with Lifecycle Services (LCS) may feel a bit outdated as we prepare for its eventual phase-out, but the reality is that many businesses still rely on it daily. Recently, I encountered an issue while deploying to a new environment after a long break; it kept failing without a clear cause. After investigating, I discovered the SSL certificate was the culprit, which I’d run into before (I’ve shared that experience in a previous post). Naturally, I tried rotating the secrets from LCS, but it failed repeatedly without any error message or explanation. I was ready to raise a ticket with Microsoft when Copilot stepped in with a suggestion that helped me quickly resolve the problem. Here’s what happened and how you can fix it if you face the same issue. What to do: Go into your development VM and search for certificates. You’ll see there’s a certificate with the same name as your VM and if you observe the “Expiration Date” it is past your current date. This is the reason the certificate rotation is failing. Microsoft offers a simple script that can be used to generate another certificate to replace this. Go to “Shared Asset Library” in LCS. Scroll down to “Renew WinRM Certificate” and download it. Move the downloaded zip into your Development VM and extract it. Right click on “RenewWinRMCertificate” file and click on “Edit” to edit it in Windows ISE. Once this is completed, go back to the Certificates and refresh the page. You’ll see there’s another entry with the VM name and a different expiration date. At this point, you can delete the old certificate. After this, go to LCS and restart your development environment. That’s it! Now you can try to rotate your certificate from LCS. And now I can finally get back to my development work! LCS might be on its way out, but for now, it’s still a big part of many businesses’ workflows.Running into deployment failures because of an expired SSL certificate was a frustrating experience, but fixing it turned out to be pretty straightforward.After checking the certificates, running Microsoft’s “Renew WinRM Certificate” script, and restarting the environment, I was able to rotate the secrets without a hitch.  If you ever find yourself in the same boat, start by checking your certificates, it’s a quick step that can save you a lot of stress! If you need further assistance or have specific questions about your ERP setup, feel free to reach out for personalized guidance. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

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Transforming Development: How Copilot is Revolutionizing Developer Productivity

Software development has been around since the 1940s.We started with punch cards, then machine language, followed by assembly, high-level programming languages, low code, no code, and now AI-assisted coding. Along the way, several tools have been developed to make programmers’ jobs easier, from card sorters and verifiers to debuggers and IDEs. Now, with the advent of AI, we have large language models (LLMs) writing code for us, but I don’t think it’s quite there yet. In this article we’ll see how AI assists developers, what it can do for us today, its limitations, and where it’s headed. The concept of AI began in the 1950s when researchers tried to imbue machines with the magic to think. Early systems followed set rules, but as computers improved and data became more available, smarter methods emerged, such as machine learning, natural language processing, and neural networks. Large Language Models (LLMs) grew from these advances, using huge amounts of data and computing power to understand and create language. This marked a shift from fixed rules to models that learn on their own. By 2025, AI has taken root in most fields, even in places we might not have expected.For example, robotic bees — tiny drones designed to mimic bee behavior, are now being used to assist with pollination in areas where natural bee populations are struggling. These drones combine machine learning and computer vision for navigation, flight control, pollination strategies, and swarm intelligence. Usage Copilot is integrated with both Visual Studio Code and Visual Studio, and it comes with a few LLMs built in by default.Currently, these include Claude Sonnet 3.5, GPT-4o, o3-mini, and Gemini Flash 2.0.If you want to add more models, you’ll need a subscription for Copilot Pro. We can use Copilot Chat to prompt these models directly in the sidebar chat, whether to generate a specific functionality or create an entirely new file. Here, I asked it to create a simple sales order.Notably, it kept the key details — Customer, Item, and Quantity — as parameters without requiring any input. From here, we can click a button to apply the changes to the open file. At the bottom, we can see which file Copilot is currently using as a reference.If we want to stop Copilot from referencing that file, we can click the eye button. We can also ask it to make changes to the generated code. Now, I noticed that while it has parameterized the “Customer No.” for the sales order, it hasn’t actually used it anywhere in the code. If I point this out to Copilot… Instead of using Copilot Chat, we can also get recommendations directly within the file.Here, I’m trying to write a function to delete a sales order based on the given SO No. I can just tab my way into writing the method. One common way I’ve used copilot is to add Guard clauses to methods that I’ve written. For instance –  Here, it is referring to Customer and Item record variables, which don’t exist yet. But if I go to the variables section then it knows what I’m trying to do and suggests the same. Now, if I were to make it handle something complex, that’s when the cracks start to show. For example, pulling data from an API and creating customers would require several steps — authenticating with the API, fetching the data, parsing it, handling errors or logging, and finally creating the customers. We get the following as an output – Here, we can see that while it has a surface-level understanding of the code structure and the steps needed to achieve the goal, it struggles with the details. This could be because, unlike open-source languages like Java, Python, or C++, there isn’t as much publicly available source code for AL. I believe Microsoft Documentation would have helped to some degree, but instead, it tends to guess what the correct methods or fields should be. To its credit, the generated code isn’t far off from being functional, especially considering the simplicity of the input prompt. The structure it provides is still a solid starting point and much better than writing everything from scratch. Another example of these “hallucinations” is when it suggests methods that don’t actually exist, like this- However, once you show it what the correct method is, it suggests that –  To go one step further, I asked the different models to create an entire project based on the below prompt –  Findings: o3-mini 1. The objects it generated had the fewest errors.2. It was the simplest and closest to compiling successfully.3. It returned all the text in a single response, so I had to manually create files from it. GPT-4o 1. Created a Readme.md with project requirement details.2. Automatically generated the necessary project files.3. Farthest from compiling successfully, with most requirements missed.4. There were plenty of hallucinations, including methods that don’t exist in AL at all – like this example below. Gemini Flash 2.0 1. Created a Readme.md with project requirement details.2. Automatically generated the necessary project files.3. Added launch.json, settings.json, and app.json.4. Didn’t meet all requirements but managed to lay some groundwork.5. Struggled with code structure in several places, though still significantly better than GPT-4o.6. Had at least a couple of pages with zero errors. Claude Sonnet 3.5 1. Created a Readme.md with project requirement details.2. Automatically generated the necessary project files.3. Added launch.json and app.json.4. Included a test codeunit, though it had errors.5. Created a permission set for the objects generated.6. All files had one or more errors. In my opinion, Claude and o3-mini are the most useful for coding assistance. HumanEval is a test developed by OpenAI to assess how well language models can write code.It includes 164 programming problems where the model must generate accurate and functional Python code. The HumanEval leaderboard aligns with my assessment as well. Pricing While all these models offer a free trial with a limited set of tokens, they can become quite expensive if you don’t monitor your usage. Below … Continue reading Transforming Development: How Copilot is Revolutionizing Developer Productivity

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From Commit to Inbox: Automating Change Summaries with Azure AI

In our small development team, we usually merge code without formal pull requests. Instead, changes are committed directly by the developer responsible for the project, and while I don’t need to approve every change in my role as the senior developer, I still need to stay aware of what’s being merged.  Manually reviewing each commit was becoming too time-consuming, so I built an automated process using Power Automate, Azure DevOps, and Azure AI.Now, whenever a commit is made, it triggers a workflow that summarizes the changes and sends me an email.This simple system keeps me informed without slowing down the team’s work. Although I kept the automation straightforward, it could easily be extended further.For example, it could be improved to allow me to reply directly to the committer from the email or even display file changes in detail using a text comparison feature in Outlook.We didn’t need that level of detail, but it’s a good option if deeper insights are ever required. Journey We get started with the Azure DevOps trigger “When a code is pushed”. Here we specify the organization name, project name and repository name. We can also specify a specific branch if we want to limit our tracking to simply that branch otherwise it tracks all the available branches to the User. Then we have a foreach loop that iterates over the “Ref Updates” object array. It contains a list of all the changes but not the exact details.This action pops up automatically as well when we configure the next action. Then we set up a “Azure DevOps REST API request to invoke” action. This has connection capabilities to Azure DevOps directly so it is better to use over a simple REST API action. We specify the relative URL as {Repository Name}/_apis/git/repositories/{Repository ID}/commits/{Commit ID}/changes?api-version=6.0 The Commit ID shows up as newObjectId in the “When code is pushed” trigger. Then we pass the output of this action to a “Create Text with GPT using a prompt” action under the AI Builder group.I’ve passed the prompt as below but it took several trials and errors to get exactly what I wanted. The last action is a simple “Send an email” one where I’ve kept myself as a recepient and I’ve added a subject and a body. Now to put it all together and run it – And here is the final output – When the hyperlinks are clicked they take me straight to azure while pointing to the file which is referred. For instance, if I click on the Events Codeunit – Conclusion Summarizing commit changes is just one way automation can make life easier.This same idea can be applied to other tasks, like summarizing meeting notes, project updates, or customer feedback.With a bit of creativity, we can use tools like this to cut down on repetitive work and free up time to focus on learning new skills or tackling more challenging projects.By finding smart ways to streamline our workflows, we can work more efficiently and open up more time for growth and development. If you need further assistance or have specific questions about your ERP setup, feel free to reach out for personalized guidance. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

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Using Copilot for simplifying Sales Quote and Order Lines creation in Dynamics 365 Business Central

Microsoft is rapidly integrating Copilot across its ecosystem, empowering users with AI-driven assistance in various business processes. As enterprise systems become more connected, AI gains deeper access to data, enabling automation that eliminates tedious tasks and lets users focus on strategic decisions. In Dynamics 365, Copilot can help sales teams by generating Sales Quote Lines or Sales Order Lines by providing a rough prompt.  In this blog, we’ll explore how to leverage Copilot for a more efficient sales workflow by taking a sample use case. References Copilot in Business Central Overview Sales Line Suggestions with Copilot Scenario One fine morning your sales team receives an email from a customer who’s looking to try out your product. He sends your team an email. Your team goes to Business Central and creates a Sales Quote. In the lines section, they click on the Copilot button and click on “Suggest lines”. They can add the text the customer sent them directly or with some minor changes. And Copilot will find the best matching item and suggest some lines to the User. You can adjust the matching criteria to your required –  Permissive means that all keywords are optional. This option typically generates the most suggestions. Balanced is a blend of required and optional keywords. This option typically generates fewer suggestions. Precise means that all keywords are required. This option typically generates the fewest suggestions. Fast-foward a few days, the Customer is happy with your product and sends a bigger order. We can paste the entire description again into the suggest lines box. Copilot handles minor mistakes like spelling errors and mismatched totals without any intervention. And your new sales quote is ready! The accuracy of sales lines suggested by Copilot rely heavily on the quality of data present in the system. I’m not sure why Microsoft hasn’t included the same functionality for the Purchase side of things but I’m sure it’s not too far off in the future.  There’s already a BC Idea raised for this (Please vote it!).  If you need further assistance or have specific questions about your ERP setup, feel free to reach out for personalized guidance. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

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Visualizing Data: How to Add Power BI Reports to Business Central

Power BI is a great tool for turning data into clear, interactive reports and the best part?  It works smoothly with Business Central, right out of the box.  You just need to set it up, and you can start viewing powerful reports right inside within Business Central dashboard.  Microsoft provides several ready-made reports, grouped into different apps, so you can pick and install only what you need.  Once set up, these reports help you track key business insights without switching between systems.  In this blog, we’ll walk you through how to set up and use Power BI reports in Business Central to make smarter decisions. References Introduction to Business Central and Power BI Install Power BI apps for Business Central Configuration Open your Business Central and search for “Assisted Setup”. Click on “Connect to Power BI” Once the set up page opens, click on Next. Fiscal: A 12-month calendar that begins in any month and ends 12 months after. Standard: A 12-month calendar that begins on January 1 and ends on December 31. Weekly: A calendar that supports 445, 454, or 544 week groupings.The first and last day of the year might not correspond to a first and last day of a month, respectively. Specify the time zone. Specify the working days. Here, it asks for configuring individual apps for Power BI. You can skip this for now as we’ll be back at this later. In the next screen, specify the environment name and the company name. Now, we’ll install the “D365 Business Central – Sales” app in Power BI. Go to your Power BI dashboard and click on Apps.  Search for Business Central Open the relevant one and click on “Get it now” Then click on “Install” Wait for a few seconds till the installation is complete. Now, when you open the report for the first time, it’ll show the report with sample data. To view it with your own data, we need to connect the data to Business Central. Enter the company and environment name. Specify the authentication method to OAuth 2.0 and click on “Sign in and connect” After a few minutes, the refresh will be completed and you’ll see your data. Once this is done, search for “Power BI Connector Setup” In the relevant tab, Sales Report for this example, click on “Power BI Sales” field’s drill down. Select the app that you installed. Now go back to your Business Central dashboard and scroll down to the “Power BI” section. Click on the “Get Started with Power BI” and keep clicking on Next till the end of the setup. If there are any selected reports, you will see the relevant report. If not, you’ll see the following-  In either case, click on the drop-down next to Power BI or click on the “Select reports” Scroll down to find the appropriate report and click on “Enable” and then click on Ok. You will see your Power BI report on the dashboard. You can enable multiple reports and cycle through them by clicking on the “Next” and “Previous” buttons. You can also expand the report to see it as a full page within Business Central by clicking on the “Expand” page. You can further view it in Fullscreen as well. If you want to see multiple reports on the same page, we can create a custom role center and add multiple reports to them. For example, I’ve created a “Power BI dashboard” role center. In this way, we can have n number of reports on our dashboard. Source Code – BCApps-PowerBIDashboard Setting up Power BI in Business Central is a simple way to bring your data to life.  With just a few steps, you can connect your reports, see real-time insights, and make better business decisions all without leaving Business Central.  Whether you need sales trends, financial reports, or custom dashboards, Power BI makes it easy to track what matters most. If you need further assistance or have specific questions about your Business Central and Power BI Integration, feel free to reach out for personalized guidance. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

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Resolving SSL/TLS Secure Channel Trust Errors in Dynamics 365 Finance and Operations

  Have you ever encountered the error:“The underlying connection was closed: Could not establish trust relationship for the SSL/TLS secure channel”while deploying from Visual Studio to Finance and Operations. This error is often linked to an expired or invalid SSL certificate in your environment.  This also shows up as an expired SSL Certificate warning when you open your Finance and Operations environment from the browser. Certificates are critical for securing communication channels, and an expired certificate can disrupt services and integrations.In this blog, we’ll explore the cause of the error and provide steps to resolve it. References Eugene Dmytriienko – Onpremise Certificate Rotation Said Nikjou – Rotate Secrets via LCS MS Docs – Certificate Rotation Configuration In a new cloud hosted environment, the SSL Certificate stays valid for one year by default.Post that, it expires at which point it is essential to renew the SSL Certificate. For Cloud Hosted environments, it is really simple to do via the LCS. Go to LCS and open the environment which has the expired SSL. Click on Maintain and then “Rotate Secrets” In the pop-up menu, select the change type as “Rotate SSL Certificates” After that the environment will go into servicing and the status will reflect “Rotating Secrets” This entire process should take less than 15 minutes. The documentation suggests secrets rotation should show up in the enviroment history however in my attempt it didn’t so I’m not sure if that’s reliable or not or whether that is only for Tier 2 and above environments though that doesn’t make much sense. Anyways, once this is done we can see that the SSL error has been resolved. Conclusion SSL certificates are the backbone of secure communication in Dynamics 365 Finance and Operations environments.An expired certificate can disrupt critical functionalities, but with proper certificate management, such issues can be avoided.Regularly monitor your SSL certificate validity to ensure uninterrupted operations. 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

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Shopify Meets Dynamics 365 Finance and Operations: A Guide to Integration [Part 2]

Integrating Shopify with Dynamics 365 Finance and Operations (FnO) requires structured data management and seamless automation.  This blog covers how to create a setup table and page in FnO to securely store API credentials and endpoints.  In the next blog, we’ll create an automated batch job to push product data from FnO to Shopify, automating product creation on the e-commerce platform. If you are new to this series, you can refer to my blog here for setting up the necessary Shopify components for getting started. Pre-requisites Shopify API credentials (API Key, API Secret, Auth Token)Access to the development environment in Dynamics 365 Finance and Operations. References MS Docs – Create a table MS Docs – Create a form Configuration Step 1: Create the model and project I’m going to be starting from scratch so I’ll create a new model for this. If you already have a model you’ll be using, you can skip this part. Open Visual Studio and click on Continue without Code. Click on Extensions > Model Management > Create Model. Give your model an appropriate name. After everything is selected, click on Next. Give your solution/project appropriate names and click on Create. Step 2: Create Extended Data Types Right click on the project, click on Add > EDT > String. I’ve also created a Label file to store the labels. In the properties of my EDT, I’ll set the string length to 40 and set the label. Similarly I create 2 more EDTs, with the Shopify Auth Token with string size 50. Step 3: Create Table Right click on the project, click on Add > Table. Give it an appropriate name and click on Add. Then, we’ll drag the three EDTs into the fields section of table and set the label to the table. I’ll also add a Parameters Key from the Application Platform Module Next, we create an index on the basis of the ParametersKey (renamed to Key) Drag the Key field into the newly created index and be sure to set the “Allow Duplicates” property to “No” Then we set the necessary properties. This is useful as this will prevent multiple records in our setup table. Then right click on the Methods and click on “New Method” Then add this method logic. Step 4: Create Form Right click on the project, click on Add > Form Give it an appropriate name and click on Add. Right click on the Pattern > Apply Pattern > Table of Contents Right click on the Pattern > New > Tab. Next drag your table onto the Data Sources tab. Select the datasource you just created and set the below properties. Next right click on your Tab and click on “New Tab Page” Right click on the newly created tab page, click on New > Group Right click on the Group > Add > Static Text. Then, right click on the “GeneralTabPage” and add another tab.Inside that, add another tab page (as prescriped by the pattern) and set the pattern of the inner tab page to be “Fields and Field Groups” Inside this tab page, you can directly drag and drop your fields. For the “Shopify Auth Token” set the “Password Style” property to “Yes” Right click on Methods > Override > init. Call the find method of the Integration Parameters in the init method of the form. This ensure that the record is created if it doesn’t exist already. Step 5: Create the menu item for the form Right click on the Project > Add > New Item. In the menu click on User Interface  and select Display Menu item. Give it an appropriate name and click on Add. Assign the appropriate label and set the form we just created into the object field. Step 6: Extending standard menu Go to Application Explorer > Click on User Interface > Menus > right click on “System Administration” and click on “Create Extension” Go to Solution Explorer > Click on the newly created Menu Extension. Right click on the title and click on New > Sub Menu. Give it an appropriate name and an appropriate label. Drag and drop your display menu item into the submenu. Step 7: Configure Security Right click on the project > Add > New Item Go to Security and select Security Privilege. Give it an appropriate name and click on Add. Drag and drop your menu item into the “Entry points” tab of the Security Privilege. Similarly create a Security Role and give it an appropriate name. Then drag your privilege into the role. Set a label to this role. Build the entire project, sync it with database and deploy it. Search for”Assign users to roles” to assign the security role to yourself. Select the role and click on “Manually assign / exclude users” Select your User and click on Assign to role. Click on Modules > System Administration > Shopify Integration > Shopify Integration Parameters. Conclusion This blog demonstrated how to create a setup table and page in Dynamics 365 Finance and Operations for securely storing Shopify API credentials.In the next blog, we’ll focus on handling product updates and synchronization between Shopify and Finance and Operations. 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

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Shopify Meets Dynamics 365 Finance and Operations: A Guide to Integration [Part 1]

Introduction The integration of Shopify with Dynamics 365 Finance and Operations (FnO) starts by creating a secure link.The initial step in this process involves generating an API token within Shopify, serving as the credential for verified communication between both systems.In this blog I will walk you through the steps to create the API token, facilitating a seamless beginning for your integration. Pre-requisites Access to the Shopify Admin account with appropriate permissions to create private apps or access custom apps.API access enabled in your Shopify store.A basic understanding of API concepts and authentication methods. [Available in Reference]The URL or endpoint details where the API calls will be directed. [Available in Reference] References Shopify – How to generate API token ResfulAPI.net – Basics of REST APIsShopify.dev – REST API Documentation Configuration Step 1: Access the Shopify Admin Portal Log in to your Shopify store’s Admin account. Navigate to Apps from the main menu. Step 2: Create a Custom App Click on Develop Apps (available under Apps). Select Create an App and provide a name (e.g., “Dynamics365_Integration”). Assign a developer or admin as the app owner. Step 3: Configure API Scopes After creating the app, click on it to open the configuration page. Under the Configuration section, define the API scopes required for integration based on your requirements. You can change these later if required. For example: Click on Save to save the changes. Step 4: Generate the API Token Once scopes are set, click on the API credentials tab. Click Install App to generate the credentials. A unique Access Token will be displayed.  Copy and securely store this token, as it will not be shown again. If you scroll down, you’ll also see the API Key and API Secret; store these values as well. Step 5: Test the Token Use a tool like Postman to test the API token. Set up a GET request to an API endpoint (e.g., https://<API KEY>:<API Secret>@<Store Name>.myshopify.com/admin/api/2023-07/products.json). Include the token in the header as X-Shopify-Access-Token. Verify the response to confirm the token is working correctly. Or simply (https://<Store Name>.myshopify.com/admin/api/2023-07/products.json) Conclusion The API token is your gateway to integrating Shopify with Dynamics 365 Finance and Operations.  By following this guide, you’ve taken the first critical step toward seamless data flow between your e-commerce platform and back-office operations.  In the next blog, we’ll explore how to configure Dynamics 365 Finance and Operations to connect with Shopify and start synchronizing data. 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

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Staying Up to Date: Managing Updates in F&O

System updates are crucial for keeping systems secure, functional, and up to date with the latest technology advancements and user needs. They are typically provided by software developers, manufacturers, or service providers, and users are often encouraged or required to apply them regularly. System updates are essential for several reasons: One famous story of a catastrophic incident caused by a failure to update a system is the Equifax Data Breach of 2017. Here’s what happened: The Incident: In 2017, Equifax, one of the largest credit reporting agencies in the U.S., suffered a massive data breach that exposed the personal information of over 147 million people. The data leaked included sensitive details like Social Security numbers, birth dates, addresses, and in some cases, credit card information. Cause: The breach occurred because Equifax had failed to apply a critical security patch to a known vulnerability in Apache Struts, an open-source web application framework used in one of their online portals. The vulnerability had been identified and a patch was made available in March 2017, but Equifax did not apply the patch in time, leaving the system exposed. Hackers exploited this known vulnerability in May 2017, and over the next few months, they accessed Equifax’s systems and stole massive amounts of personal data. It wasn’t until July 2017 that the breach was detected, and Equifax publicly disclosed the breach in September 2017. Impact: The consequences were severe: Lesson: This breach became a stark example of why system updates and security patches are critical. A failure to update systems, even with known vulnerabilities, can lead to disastrous consequences, including financial loss, reputational damage, and exposure of sensitive information. Microsoft Dynamics 365, which includes Finance and Operations, has around 500,000 users worldwide as of 2024.With four service updates released each year and roughly one quality update each month, it is crucial for organizations to stay current with the latest features and security enhancements to ensure optimal performance and protection. I am confident that this article will highlight the importance of system maintenance and upkeep. References Details Proactive Quality Updates (PQUs) are automatic updates that bring important bug fixes and new features quickly, without interrupting your work.Delivered through Microsoft Dynamics Lifecycle Services (LCS), PQUs are applied in the background, so businesses hardly notice them. Benefits of PQUs Why PQUs Cause Little Disruption If a serious issue (like downtime or slow performance) happens during a PQU, Microsoft will pause the update and work with customers to fix it. If only one customer is affected, they can open a support ticket to stop the update for their environment. When Might PQUs Be Skipped? PQUs cannot be undone once applied. However, Microsoft can turn off specific changes if needed. Service updates are regular system improvements that give you new features without needing major upgrades.They contain both application changes and platform changes that are critical to the service, including regulatory updates.These updates are backward-compatible, meaning your custom code will still work.Microsoft suggests using the Regression Suite Automation Tool (RSAT) to test updates and make sure nothing breaks. How to Manage Service Updates: Four service updates are released by Microsoft annually in February, April, July, and October.You’re required to take at least two updates per year but can take up to four.You can also pause one update at a time for either your sandbox or production environment. Pre-Servicing: For service updates, the preservicing step starts when the update process begins.During this time, Microsoft Dynamics Lifecycle Services (LCS) shows the environment as Preservicing.This means the environment is online and accessible, but no other service actions can be performed.In this step, the system checks for specific errors that could cause the servicing process to fail.If any errors are found, a soft rollback occurs, which means the system goes back to its previous state without a point-in-time recovery (PITR).To resolve the issues, you can check the environment’s history logs for the errors and make necessary fixes before trying to update again. Post-Servicing: During the post-processing step after offline servicing is complete, the environment status in LCS is marked as Post-servicing.This means that any index creation or changes that couldn’t be done during offline servicing will now occur while the system is online.Users can still access the environment and continue their regular activities, but performance might be slower due to the updates being applied. However, users will not be able to cancel existing service requests or start new ones during this time. Notifications: You will receive several notifications about Microsoft Dynamics updates: Conclusion By keeping your system up to date with these automatic updates, you’ll enjoy new features, regulatory improvements, and better performance—all without the hassle of big upgrades. If all this feels overwhelming, feel free to reach out so we can help you getting this set up and manage it for you! Taking action now will lead to better user experience, minimal disruption in service and smoother operations for your business. 

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How to Use Copilot Chat to Supercharge Productivity in Business Central

Interacting with systems in natural language benefits organizations by making technology more accessible and user-friendly for all employees, regardless of technical skill. It allows users to complete tasks quickly by eliminating complex commands, improving productivity and reducing the potential for errors. This streamlined access to information leads to faster decision-making, ultimately helping organizations operate more efficiently. Are your people finding it difficult to navigate Business Central and access important information quickly? If so, consider incorporating Copilot Chat to ease their suffering! Research indicates that call center operators using AI assistance became 14% more productive, with gains exceeding 30% for less experienced workers. This improvement is attributed to AI capturing and conveying organizational knowledge that helps in problem-solving. Specific tasks can see remarkable speed increases; for instance, software engineers using tools like Codex can code up to twice as fast. Similarly, writing tasks can be completed 10-20% faster with the aid of large language models. In the retail sector, AI-driven chatbots have been shown to increase customer satisfaction by 30%, demonstrating their effectiveness in enhancing customer interactions​. Currently, around 35% of businesses leverage AI technology, which is expected to grow significantly as organizations recognize its strategic importance. I am confident that this article will highlight the advantages of incorporating Copilot into your daily activities. References Configuration In Business Central, – Search for “Copilot and Capabilities.” – Select the “Chat” and click on the “Activate” button. – Click on the “Copilot button” near the top right. – You’ll be presented with this screen. – You can ask it queries like – “Show me all the Customers” from India. – “How many open Sales Quotes do I have?” – You can also ask context specific questions like –  – You can also ask questions for guidance on how to achieve certain things in the system. In my humble opinion, it is far from perfect but it is absolutely a step in the right direction.In the coming days, the functionality is surely going to blossom and navigation to different screens may become something that only power users need to think about. Conclusion In conclusion, I believe utilizing Copilot can surely boost the Users productivity and reduce reliance on other partners or other experiences users in resolving minor queries.It also reduces the effort taken to move from one piece of information to another. One thing that I would love to see incorporated into this is data summarization and inclusion of all the fields available on the entity to the Copilot’s database. If you need further assistance, feel free to reach out to CloudFronts for practical solutions that can help you develop a more effective service request management system.  Taking action now will lead to better customer satisfaction and smoother operations for your business.

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