When developing in Microsoft Dynamics 365 Business Central, you spend a lot of time working in Visual Studio Code. To streamline productivity and keep projects well-organized, workspaces in Business Central AL play a critical role. In this blog, we’ll explore what workspaces are, why they matter, and how you can use them effectively in your AL development journey. What is a Workspace in Business Central AL? A workspace in Visual Studio Code is essentially a container that holds your project’s structure, settings, and configurations. In Business Central AL development, a workspace defines: In short, a workspace ensures that everything needed to build and deploy an extension is neatly bundled together. Benefits of Using Workspaces Creating and Managing Workspaces Tip: Save your workspace using File > Save Workspace As… so you can reopen it quickly in future. Example: Multi-root Workspace When working with multiple extensions in a workspace, handling dependencies used to mean installing each required app one by one. Now, the development environment can automatically look at the dependency graph in your workspace and publish the necessary projects along with the one you selected. This way, you can focus on building and testing without worrying about missing dependencies. Imagine you’re working with multiple extensions in your Business Central environment: From the diagram: Base App ALProject1 ALProject2 ALProject3 Adding Folder to Workspace. Saving Workspace. Creating a separate folder to store workspaces. Publishing Full Dependency. This allows you to debug, build, and manage all the extensions from a single VS Code instance. Best Practices for Workspaces To conclude, workspaces in Business Central AL are more than just folders — they are the foundation of your development environment. By structuring your projects with well-maintained workspaces, you ensure smoother collaboration, better organization, and efficient extension deployment. If you’re just starting with AL, experiment with single-project workspaces, and as you grow, explore multi-root setups to manage larger development scenarios. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

For years, Microsoft Dynamics GP has been a reliable ERP system, helping businesses streamline financial operations, maintain compliance, and drive efficiency. It became a backbone for thousands of organizations, particularly mid-sized businesses that valued its stability and robustness. But the business landscape has changed dramatically. Markets move faster. Customer expectations are higher. And technology is no longer just a support function, it is the engine of growth, agility, and innovation. This is why the transition from Dynamics GP to Microsoft Dynamics 365 Business Central is not just another software upgrade. It is a strategic leap forward that determines how ready your business is for the next decade. The Real Question: Maintain or Evolve? Every business leader faces this decision at some point: continue maintaining what’s familiar or evolve into what’s next. GP offers stability, but that stability now comes with limitations, manual upgrades, server costs, and restricted scalability. For many companies, these challenges are becoming a bottleneck to innovation. On the other hand, Business Central offers agility. It’s a modern, cloud-first ERP that grows with your business, continuously innovates, and seamlessly integrates with the entire Microsoft ecosystem. In today’s world, standing still is the same as moving backward. The choice is simple: maintain what works or evolve toward what drives growth. What Businesses Gain with Business Central Always Up to Date No more manual upgrades or disruptive transitions. Business Central runs on the cloud with continuous updates and innovations at no additional cost. This means your team is always using the latest technology, features, and security enhancements without the burden of maintenance. Faster Decisions, Smarter Moves In an age where data drives competitive advantage, Business Central integrates seamlessly with Power BI and embedded analytics to deliver real-time insights. Leaders can act on facts, not assumptions, and empower their teams to make faster, data-driven decisions that move the business forward. Scalability Without Limits Growth brings complexity, new markets, entities, currencies, and compliance requirements. Business Central scales effortlessly to handle it all. Whether you are expanding into new geographies or diversifying your business model, the system grows with you, not against you. An Integrated Digital Workplace Business Central works hand in hand with Microsoft 365, Teams, Power Automate, and AI. The result is a truly connected workplace where data flows freely, collaboration improves, and manual processes give way to automation. This integration not only boosts productivity but also builds a culture of transparency and shared accountability. Cost Efficiency and Risk Reduction By eliminating on-premise IT infrastructure, you reduce overheads, lower downtime, and free up valuable resources to focus on innovation. With built-in security, compliance, and automated backups, your business becomes more resilient and future-proof. A Transformation Story At CloudFronts, we recently began working with a mid-sized client who had been running Dynamics GP for nearly three decades. GP had been the financial backbone of their operations and had served them well. However, the leadership team recognized an emerging reality: GP will soon reach its end of life, and continuing to rely on it would increase both operational risk and cost. They made a strategic decision, to migrate to Business Central and secure a platform built for the next decade of growth. Their goals were clear: This migration is now underway, and the client views it not as an IT project, but as a business transformation initiative. For them, Business Central represents the foundation of a connected, intelligent enterprise, one where decisions are faster, processes are leaner, and growth is continuous. Why Now Is the Right Time Many businesses delay ERP migrations because “things are working fine.” But the reality is that postponing the move comes with hidden risks, rising IT maintenance costs, outdated security models, dependency on legacy infrastructure, and the gradual loss of talent familiar with older systems. At the same time, competitors who embrace modern ERP platforms are moving faster, integrating AI, automating workflows, and leveraging real-time insights. The cost of waiting is not just financial, it is strategic. Business Central is more than an ERP. It is a platform for growth, intelligence, and resilience. It enables organizations to future-proof their operations while staying agile in an unpredictable world. The Takeaway Migrating from GP to Business Central is not a technical move-it is a business transformation decision. It means: With Dynamics GP approaching its end of life, the question is not if you should move, but when and how strategically you make that move. The time to act is now. If you are evaluating your options or planning your next steps, let’s talk. At CloudFronts, we’ve helped businesses across industries transition from legacy ERP systems to modern, scalable platforms like Business Central with minimal disruption and maximum value. Reach out at transform@cloudfronts.com. Let’s explore how you can evolve confidently into the future of business.

This blog provides a comprehensive, step-by-step guide for performing a year-end close in Microsoft Dynamics 365 Finance and Operations (F&O). It includes instructions, common issues, and suggestions for extracting relevant screenshots from a demo environment. 1. Pre-Close Activities 2. Performing the Year-End Close A. Set Up the Fiscal Year End Parameters B. Perform the Year-End Close Process C. Review Results D. Post-Close Activities 3. Common Issues and Tips Issue Action Profit and Loss accounts didn’t zero out Check ledger account settings. Retained Earnings entry missing Verify Retained Earnings account in ledger setup. Incorrect balances after year-end close Use the “Reverse” option and review postings. User doesn’t have access Ensure role has Financial Period Close privileges. Ledger Calendar page Performing the year-end close in D365 F&O is a structured process that ensures data integrity across financial periods. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Step 1: Pre-Outline Brief Target Audience: Purpose:To clarify when to use session storage vs local storage in Power Apps Portals, using a real-world use case: syncing customer dropdown selection across pages in a portal. Pain Points Solved: Step 2: Core Content Scenario Overview I was working on a customer dropdown inside a Power Apps Portal (Dashboard). When a customer was selected, I wanted: This brought up the key question: “Should I use session storage or local storage?“ Understanding Session Storage vs Local Storage Before diving into the solution, let’s break down the difference: 🔹 Session Storage 🔹 Local Storage Key difference: Problem Statement When building multi-page Power Apps Portals, we often need to carry user selections (like Account/Customer IDs) across pages. But which one should we use? Initial Approach and Issue I first used localStorage for the customer selection. While it worked across pages, it had one drawback: This confused users because they expected a “fresh start” after logging back in. Working Solution: Using Session Storage The best solution was to use sessionStorage: Power Apps Portal Code Example 1. Store customer selection in sessionStorage (Dashboard page): 2. Apply selection on another page (e.g., Contracts page): 3. Clear selection on Sign Out (SignIn page): Benefits of This Approach In Power Apps Portals, deciding between sessionStorage and localStorage depends on user expectations: In my customer dropdown scenario, sessionStorage was the clear winner, as it ensured selections synced across pages but reset cleanly at logout. Sometimes, it’s not about picking one — but knowing when to use both to balance persistence with user experience. Need help implementing storage logic in your Power Pages? Reach out to CloudFronts Technologies as I’ve already implemented this use case for syncing dropdowns between Dashboard and childpages in a Portal website. You can contact us directly at transform@cloudfronts.com.

One limitation while working with MS forms is the 1 GB limit on file submission through the forms. Many of you guys are must be using Forms to get files from users or clients outside your organizations and those files can be over 1GB.  In this blog I will show you how you let users submit files over 1 GB through MS Forms and store this response into a SharePoint list. So let’s being..  Approach:   MS Form stores all the files onto your one drive, One drive also offers a feature called “Request Files” using which you can create a shareable link to a one drive folder in which anyone with the link can upload files and it has no limit over the size of the file.   So instead of using the forms upload file feature we will be using shareable link from the Request File feature on the form using which users will be able to submit documents of any size. Let’s see how to do this.  Create Shareable link to a one drive folder using Request File Feature.  Copy this link and save it we will be using this link in our MS form.  Create MS Form.  You can add the link as you want on the form you can also add it in your sections sub title (Both these are just examples or ideas of how you can show users this link.)  Stored attachments in one drive.  We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

SQL Server Reporting Services (SSRS) remains a cornerstone technology in the Microsoft BI stack, and mastering its expression language is crucial for creating dynamic, professional reports. While Power BI has gained significant attention in recent years, SSRS continues to excel in pixel-perfect reporting, complex tabular reports, and scenarios requiring precise formatting control. In this comprehensive guide, we’ll explore practical SSRS expressions focusing on two critical areas: date handling and conditional formatting. These examples will help you create more dynamic and user-friendly reports that adapt to your data and business requirements. Key takeaways: Understanding SSRS Expression Basics SSRS expressions use Visual Basic .NET syntax and are enclosed in equal signs: =Expression. They can access: Date Handling Expressions 1. Dynamic Date Ranges in Headers Scenario: Display “Report for Q1 2024” or “Monthly Report – March 2024” based on parameter selection. =Switch(     Parameters!DateRange.Value = “Q1”, “Report for Q1 ” & Year(Parameters!StartDate.Value),     Parameters!DateRange.Value = “Q2”, “Report for Q2 ” & Year(Parameters!StartDate.Value),     Parameters!DateRange.Value = “Monthly”, “Monthly Report – ” & MonthName(Month(Parameters!StartDate.Value)) & ” ” & Year(Parameters!StartDate.Value),     True, “Custom Report – ” & Format(Parameters!StartDate.Value, “MMM yyyy”) & ” to ” & Format(Parameters!EndDate.Value, “MMM yyyy”) ) 2. Age Calculations Scenario: Calculate precise age from birth date, handling leap years correctly. =DateDiff(“yyyy”, Fields!BirthDate.Value, Now()) –  IIf(Format(Fields!BirthDate.Value, “MMdd”) > Format(Now(), “MMdd”), 1, 0) 3. Business Days Calculation Scenario: Calculate working days between two dates, excluding weekends. =DateDiff(“d”, Fields!StartDate.Value, Fields!EndDate.Value) –  DateDiff(“ww”, Fields!StartDate.Value, Fields!EndDate.Value) * 2 –  IIf(Weekday(Fields!StartDate.Value) = 1, 1, 0) –  IIf(Weekday(Fields!EndDate.Value) = 7, 1, 0) 4. Fiscal Year Determination Scenario: Convert calendar dates to fiscal year (assuming fiscal year starts in April). =IIf(Month(Fields!TransactionDate.Value) >= 4,      Year(Fields!TransactionDate.Value),      Year(Fields!TransactionDate.Value) – 1) 5. Relative Date Formatting Scenario: Display dates as “Today”, “Yesterday”, “3 days ago”, or actual date if older. =Switch(     DateDiff(“d”, Fields!OrderDate.Value, Now()) = 0, “Today”,     DateDiff(“d”, Fields!OrderDate.Value, Now()) = 1, “Yesterday”,     DateDiff(“d”, Fields!OrderDate.Value, Now()) <= 7, DateDiff(“d”, Fields!OrderDate.Value, Now()) & ” days ago”,     DateDiff(“d”, Fields!OrderDate.Value, Now()) <= 30, DateDiff(“d”, Fields!OrderDate.Value, Now()) & ” days ago”,     True, Format(Fields!OrderDate.Value, “MMM dd, yyyy”) ) 6. Quarter-to-Date Calculations Scenario: Show if a date falls within the current quarter-to-date period. =IIf(Fields!SalesDate.Value >= DateSerial(Year(Now()), ((DatePart(“q”, Now()) – 1) * 3) + 1, 1)      And Fields!SalesDate.Value <= Now(), “QTD”, “Prior Period”) Conditional Formatting Expressions 1. Performance-Based Color Coding Scenario: Color-code sales performance against targets with multiple thresholds. Background Color Expression: =Switch(     Fields!ActualSales.Value / Fields!TargetSales.Value >= 1.1, “DarkGreen”,     Fields!ActualSales.Value / Fields!TargetSales.Value >= 1.0, “Green”,     Fields!ActualSales.Value / Fields!TargetSales.Value >= 0.9, “Orange”,     Fields!ActualSales.Value / Fields!TargetSales.Value >= 0.8, “Red”,     True, “DarkRed” ) Font Color Expression: =IIf(Fields!ActualSales.Value / Fields!TargetSales.Value >= 0.9, “White”, “Black”) 2. Alternating Row Colors with Grouping Scenario: Maintain alternating row colors even with grouped data. =IIf(RunningValue(Fields!ProductID.Value, CountDistinct, “DataSet1”) Mod 2 = 0, “WhiteSmoke”, “White”) 3. Conditional Visibility Based on User Roles Scenario: Hide sensitive columns based on user permissions. =IIf(User!UserID Like “*admin*” Or User!UserID Like “*manager*”, False, True) 4. Traffic Light Indicators Scenario: Display traffic light symbols based on status values. Color Expression: =Switch(     Fields!Status.Value = “Complete”, “Green”,     Fields!Status.Value = “In Progress”, “Orange”,     Fields!Status.Value = “Not Started”, “Red”,     True, “Gray” ) 5. Dynamic Font Sizing Scenario: Adjust font size based on the importance or value of data. =Switch(     Fields!Priority.Value = “Critical”, “14pt”,     Fields!Priority.Value = “High”, “12pt”,     Fields!Priority.Value = “Medium”, “10pt”,     True, “8pt” ) To conclude, SSRS expressions provide powerful capabilities for creating dynamic, responsive reports that adapt to your data and business requirements. The examples covered in this guide demonstrate how to handle common scenarios involving dates and conditional formatting, but they represent just the beginning of what’s possible with SSRS. As you continue developing your SSRS expertise, remember that these expression capabilities complement other BI tools in your arsenal. While Power BI excels in self-service analytics and modern visualizations, SSRS remains unmatched for precise formatting, complex tabular reports, and integration with traditional SQL Server environments. Whether you’re creating executive dashboards, regulatory reports, or operational documents, mastering SSRS expressions will significantly enhance your ability to deliver professional, dynamic reporting solutions that meet your organization’s specific needs. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

Power BI is one of the most popular tools for business intelligence and reporting. But out-of-the-box reports often fall short when it comes to addressing real-world business needs. To truly maximize its potential, Power BI can be customized with advanced features like conditional formatting, multi-page designs, and Row-Level Security (RLS). In this blog, we’ll walk through a practical example of customizing a Power BI report for territory-based account analysis. Even if you’re a beginner, this guide will help you understand the steps and how you can apply them in your own reports. Problem Statement The business needed to analyze accounts by sales territory. The default Power BI report had limitations: – All territories looked the same on the map, making it difficult to differentiate them. – Managers had no easy way to drill into account-level details. – Sensitive account data was visible to everyone, creating compliance risks. Clearly, a more structured and secure approach was needed. Solution Approach Using DAX, we created a measure to assign each territory a unique color. This helped managers quickly distinguish regions on the map. 2. Multi-Page Report Design We structured the report across three pages: – Page 2 – Drill-Through Account Details: Clicking on a territory brings you here to view specific accounts. – Page 3 – Tabular Data View: A table version of Page 2 for exporting and validating data. 3. Row-Level Security (RLS) RLS was applied so each Territory Manager only sees data for their assigned region. This not only secures data but also builds trust among users. Key Learnings – Beginners can start small: apply conditional formatting to bring clarity to visuals. – Multi-page design makes reports more user-friendly than cluttering everything on one screen. – RLS is essential for real-world deployments, ensuring only the right people see the right data. To conclude, by customizing Power BI with conditional formatting, multi-page design, and Row-Level Security, even a beginner can create professional-grade reports. These enhancements transform Power BI into a secure, role-based tool that aligns with how businesses actually operate. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

In conversations with Business Central customers, one recurring theme stands out: permissions remain the single biggest operational pain point. For too long, organizations have taken the path of least resistance: The outcome? A fragile balance where security is compromised, efficiency is slowed, and compliance becomes an afterthought. But permissions should not be a roadblock. They should be a strategic enabler. Moving Beyond “Access” to “Enablement” Business Central has quietly matured its security model. The challenge is not capability, but mindset. Organizations must move from access as convenience to permissions as governance. Here are three levers that shift permissions from problem to advantage: Why This Matters for Leaders Strong permissions are not an IT housekeeping task—they are a strategic safeguard: The Leadership Imperative To conclude, Business Central leaders must stop viewing permissions as a technical nuisance. In an era of increasing scrutiny on data security and compliance, permission architecture is leadership architecture. The organizations that invest in this today will not only reduce risk but also unlock smoother onboarding, faster adoption, and a culture of accountability. 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@cloudfronts.com. It’s time to replace the culture of SUPER users with a culture of super governance.

In today’s global manufacturing landscape, businesses need more than just strong products to stay competitive. They need digital operations that connect customers, distributors, and internal teams in different regions. One powerful way to achieve this is by integrating e-commerce platforms with enterprise resource planning (ERP) systems. This is the story of a 140-year-old global leader in materials testing machine manufacturing that transformed its order-taking process through a Shopify–Dynamics 365 Finance & Operations integration. The Challenge With offices in five countries and sales across the UK, Europe, China, India and multiple U.S. territories, this manufacturer had a truly global footprint. Yet, order-taking remained manual and inefficient: In short: their legacy setup couldn’t keep up with modern customer expectations or their own ambitions for global growth. The Solution Over the course of a decade long partnership, we helped the company modernize and digitize its business processes. The centerpiece was a seamless integration between Shopify and Dynamics 365 Finance & Operations (F&O), built natively within F&O (no recurring middleware costs). Key integrations included: This solution ensured that high data volumes and complex processing demands could be handled efficiently within F&O. The Results The change has reshaped how the company works: Lessons for Other Global Manufacturers This journey highlights critical lessons for manufacturers, distributors, and global businesses alike: The Road Ahead After integrating Shopify with Dynamics 365 F&O, the company has launched a dedicated distributor website where approved distributors can place orders directly on behalf of customers. This portal creates a new revenue stream, strengthens the distribution network, and ensures orders flow into F&O with the same automation, inventory sync, and reporting as direct sales. By extending digital integration to distributors, the company is simplifying order-taking while expanding its business model for global growth. Ending thoughts The journey of this global manufacturer shows that true digital transformation isn’t about adding more tools, it’s about connecting the right ones. By integrating Shopify with Dynamics 365 F&O, they moved from fragmented, manual processes to a scalable, automated ecosystem that empowers customers, distributors, and internal teams alike. For any organization operating across regions, the lesson is clear: e-commerce and ERP should not live in silos. When they work together, they create a foundation that not only accelerates order taking but also unlocks new revenue streams, sharper insights, and stronger global relationships. In a world where speed, accuracy, and customer experience define competitiveness, the question isn’t whether you can afford to integrate, it’s whether you can afford not to. 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.

Managing budgets is a key part of financial discipline and managing budgets is more than just tracking numbers. Companies need to make sure departments, projects, and cost centers spend within limits. Dynamics 365 Finance helps by providing a built-in Budget Control feature that keeps spending under check right where daily transactions happen. In Dynamics 365 Finance, Budget Control helps to enforce spending limits in real time, directly within transactions. Budget control is a tool in D365 Finance that checks transactions against available budgets. If a transaction exceeds the budget, the system can either: This way, overspending is caught before it happens. Steps to know how It works How Budget Control Works in Dynamics 365 Finance When setting up budget control (see screenshot below), finance teams define: This ensures that every purchase, expense, or journal is validated against budgets before the company commits to spending. Example: If Marketing has a $100,000 budget and a new purchase order exceeds it, the system can block it or route it to a manager. Why is Budget Control Important? Budget control in D365 Finance is a simple but powerful way to enforce financial discipline. It connects budgeting with daily operations, helping companies stay on track. If you are looking to set up or optimize Budget Control in your organization, our team can help you design the right approach, implement best practices, and ensure a smooth rollout. Reach out to CloudFronts Technologies at transform@cloudfronts.com to explore how we can support your Dynamics 365 Finance Budgeting journey.