In this Blog, we will learn how to Acquire a Fixed Asset from Purchase Requisition (PR). The method that we are using for this process is: Purchase Requisition > Purchase Order Creation > Purchase Order Invoice > Fixed Asset. Prerequisites In the fixed Asset Parameters, Under Purchase Order Enable Allow Asset Acquisition from Purchasing. Step 1: Create a New Purchase Requisition. Step 2: Click Add Line and add the Details such as Units, and Fixed Asset Category. Step 3: Submit and Approve the PR. Step 4: After Approval Click on Release Approved Purchase Requisition. Path: Procurement and Sourcing > Purchase Requisition > Approved Purchase Requisition processing > Release Approved Purchase Requisition. Step 5: Select the Approved PR and then click on Purchase Order. Step 6: Select the Vendor. Step 7: Now open the Purchase Order and enter the Amount. Step 8: Confirm the Purchase Order and post the Product Receipt. After Posting the Product Receipt we can see that the Fixed Asset number has been populated on the Line level and the status of the Purchase Order has been changed to Received and Confirmed. Now if we click on that Fixed Asset and then click on Books, we can see that the Fixed Asset has the status “Not yet Acquired”. Step 9: Post the Invoice to Acquire the Fixed Asset. Now if we check the Status of the Fixed Asset, it is changed to Open which means that the Fixed Asset has been Acquired. That’s it for this blog hope this will help you. Thank You!

Azure Resource Manager is a management platform for Azure resources. It enables you to deploy, manage, and monitor resources on Azure, including virtual machines, web apps, and SQL databases. Some key features of Azure Resource Manager include: Resource groups: You can use resource groups to group related resources together and manage them as a single unit. Templates: You can use Azure Resource Manager templates to deploy and manage resources consistently and predictably. Templates are written in JSON and allow you to define the infrastructure for your application. Role-based access control: You can use Azure Resource Manager to set fine-grained permissions on resources so that only authorized users can access them. To use Azure Resource Manager, you can use the Azure portal, the Azure Resource Manager APIs, or the Azure CLI. Resource providers: Azure Resource Manager works with resource providers to create, manage, and delete resources. Each resource provider offers a set of resources that you can use, such as virtual machines, storage accounts, and databases. Resource Manager model: Azure Resource Manager uses a declarative model, which means that you define what you want your resources to look like, and Azure Resource Manager takes care of creating and configuring them for you. This is in contrast to an imperative model, where you have to specify the exact steps to create and configure a resource. Locking resources: You can use Azure Resource Manager to lock resources to prevent accidental deletion or modification. This is useful if you have resources that are critical to your application or business. Auditing and tagging: You can use Azure Resource Manager to audit changes to resources and to apply tags to resources for the organization and cost management.Example of an Azure Resource Manager template that creates a virtual machine: I hope this helps!

The Regression suite automation tool (RSAT) is used to reduce the time and cost of UAT (user acceptance testing) of finance and operations.  UAT is typically required before you take a Microsoft application update, or before you apply custom code and configurations to your production environment. RSAT lets functional power users record business tasks by using a Task recorder and then convert the recordings into a suite of automated tests, without having to write source code. RSAT is fully integrated with Microsoft Azure DevOps for test execution, reporting, and investigation. Test parameters are decoupled from test steps and stored in Microsoft Excel files. Configuration: 1. Open RSAT application. 2. Select the Settings button in the upper right to configure RSAT. And next steps will help you to find those required fields input 3. Go to project settings of Lcs for your projects Go to Visual Studio Team Services. Here you need to mention the Azure DevOps project in the Azure DevOps site URL field. In order to do that, click on 4. Open Azure DevOps and create a new organization if there is no existing one. 5. Now create a new project as shown below  6. Now you need to set up a security token by clicking on  account info>security 7. Once you create the token, save it as you will not be able to access it again when you want to use it.  8. Once that is done, go back to the main page and create a new test plan. Name it as RSAT-TT (or you can use any name)   9. Now right-click on RSAT-TT and create a new suite you can name it ‘Demo’. Azure DevOps setup is done. 10. In the Azure DevOps site URL mention the Organization name that you setup in Azure DevOps. And in the Personal access token field paste the token that you had earlier saved. 11. Click on continue to select the project and continue, Save. 12. Now you need to deploy it to the environment  13. Next, open the Regression Suite Automation Tool, Go to settings In the Azure Dev Ops Url field copy it from the LCS Access token should be the security token you had copied. Click on Test connection so the Project name and Test plan will populate. 14. Now run VM. You will find Hostname and SOAP Hostname by going to IIS and then right-clicking on AOSService>Edit bindings. Copy both the Hostname and in Hostname and SOAP Hostname fields paste these values in step 16 15. Admin username should be the username you use to login to your environment. 16. To generate Thumbprint click on New and save at any location and then copy the generated certificate to the VM 17. Open the copied certificate and install it on the local machine at personal and Trusted Root Certification Authorities locations. Now Open the wif file in admin mode in notepad from the given location of VM In the wif file find whether CN name=127.0.0.1 exists or not. If not, copy the selected portion and paste it below the same authority block. Now add modify those lines as follows:-            <authority name=”CN=127.0.0.1″>             <keys>               <add thumbprint=”F46D2F16C0FA0EEB5FD414AEC43962AF939BD89A”/>             </keys>             <validIssuers>             <add name=”127.0.0.1″ />             </validIssuers>             </authority>  ( Note: Add thumbprint of installed Certificate in wif as shown) Final steps include Copy the thumbprint from RSAT settings (which was generated when you click on New) and paste it in wif file in your VM Then Mention the company name And Working directory Set the default browser as internet explorer Save as and ok 18. Next, Go to LCS open business process modeler and create a new Library 19. Name it as RSAT, go to edit and rename the process as required and you may add a child node to it by clicking on Add process. 20. Now go to Finance and operations, go to test recorder 21. Create a recording by clicking on create a recording and perform the operation and then click on the stop button. Name it as per your need then Save it to Lifecycle services or Save this to PC option. Click ok 22. Now go back to LCS in the project library and click on the requirement, tab check it’s syncing 23. Now Sync test cases and VSTS sync 24. Next go to Visual studio DevOps, test cases, click on Add existing 25. Then click on the run query and click on Add test case 26. Now go to regression suite automation and load the test and download test cases. select test and click on new and generate test execution parameter files 27. Then click on the edit option for the older version to edit values in excel For older version For newer version Now edit metadata for test in an excel file and save and close Now Run the test after this step, the automatic session for the test is handled by selenium where the browser will perform steps as test cases 28. Then run the test and after it’s completed successfully click on upload (Note the result as passed) POS RSAT Follow these steps to create a new recording by using the test recorder: Launch Cloud POS. Select the hamburger icon on the left pane and select Settings. Don’t sign in to Cloud POS. The sign in step must be recorded as part of the test recording flow, so you need to launch the recorder before sign in.) On the Settings page, in the Task and Test recorders section, select Open test recorder. Select Create a new recording. 4. Enter a name and description for the recording, and then select Start.The test recorder enters recording mode, and the recording session begins. The test recorder pane shows information and controls that are related to the recording session.  Perform the needed actions in the POS user interface. Download options After you end a recording session, you can download the recording by selecting Save to this PC. Upload that .axtr file in the business library. The .axtr file is saved to the local file system. You must … Continue reading Regression suite automation tool (RSAT) for D365 Finance and Operations, Commerce →

In C#, inheritance is a way to create a new class that is a modified version of an existing class. The new class is called the derived class, and the existing class is the base class. The derived class inherits the base class members, which means it has access to all of the base class’s fields and methods. This is useful because it allows you to reuse code and avoid writing the same code over again in the derived class. To create a derived class in C#, you use the: operator, followed by the name of the base class. For example: The derived class can then use the base class members as if they were it’s own. It can also override the base class’s methods or hide them with the new keyword. In the example above, the derived class is overriding the Some Method method from the base class, which means that it is providing a new implementation for that method. The new keyword is used to hide the Some Other Method method from the base class, which means that the derived class provides its own version of the method that is separate from the one in the base class. In addition to inheriting from a single base class, a class in C# can also implement one or more interfaces. An interface is a set of related methods that a class can implement. A class that implements an interface must provide an implementation for each of the methods in the interface. In the example above, the derived class is both derived from the Base Class and implements the Isom Interface. This means that it has access to all of the members of the Base Class as well as the method defined in the Isom Interface. In C#, inheritance is a powerful tool that allows you to create new classes based on existing ones. It helps you reuse code and avoid having to write the same code over again, saving time and making your code easier to maintain.

Hello everyone, You may have encountered a scenario in which Cloud Flow failed unexpectedly or failure from Server or certain conditions were not met during execution due to an asynchronous process. As a result, the Flow must be re-submitted, which is accomplished by selecting the Run History and clicking on Re-submit. In this blog, I’ll show you how to use configuration settings to automatically re-submit Failed flows. I’ll use the Parent-Child Flow concept to accomplish this. I made a simple Parent-Child Flow in which the Parent calls the Child Flow, the Child Flow sends Approval to the User, and the response is passed back to the Parent, indicating that the request was successfully completed.If the user rejects the request, it will be resent only when certain conditions for the execution are met. The steps for implementation and a guide to achieving this are outlined below. Step 1: For having Parent-Child Flows, you need to create a Solution and have 2 Flows (Parent – with any Trigger, Child – should be Manual Trigger) Step 2: Below is the Child Flow (I have used PowerApps V2 Manual Trigger) Tip: PowerApps Trigger can be seen and added later into the solution but if Manual Trigger (Blue Icon) is used then it may not show in existing Flows and cannot be used as Parent-Child is not in any solution A simple Flow, where I have sent an Approval to myself where if I have Approved it would send a response back to Parent Flow but if I reject the Approval then it will execute as Failed without passing a response to Parent Flow. Note: I have used Scope block, so if you have many Action controls and anything fails then it won’t send a response to Parent unless you have configured the flow as such. Here, the Red outlined Block, is the deciding block and the Blue block is the responding Block that will execute only if User Approves the Approval Request. Step 3: Configure the ‘Run-Only’ user for Child Flow on the main page. ‘Run-Only’ defines on who’s behalf to run the flow in the context of, since Child Flows are independent. Step 4: Below is the Parent Flow and the configuration for re-sending Child Flow in case of failure As you see, I have called the Child Flow once and displayed the output of the Child Flow. Because I’m only invoking the Child Flow once, I need to change the configuration for dealing with failed responses so that it can retry the submission of a failed response. On the Child Flow action, click the ellipse (3 dots) and then settings. For the specific action, a settings page will appear. Now we see the ‘Retry Policy,’ which determines whether the flow should retry in the event of a failure with certain conditions. In this case, I used a fixed interval; see the screenshot below. Step 5: That’s all. Now I have tested initially by rejecting the 1st request and the Retry Policy triggers and sends the 2nd request and I approve it. Thus completing the entire flow. Here’s the count of retries that occurred when you see the Run History of Parent Flow with deeper insights Hope this helped 👍🏻

I created a SharePoint site and was working on user permissions for a document library, I wanted to assign the Restricted View permission to a group but the permission was not visible. Below is the screenshot of the document library I created in my SharePoint and as you can see the Restricted View Permission is not available in the permission list. So how to make the permission available, the catch here is that it is only visible if there is a document uploaded in the document library (So you can upload a dummy document to your library and later delete it).  Hope this helps!

I had a requirement from a client to remove the hover from the header navigation on the customer portal. Here is how we do it, if we inspect, we can see that this is handled by a style element “.navbar-inverse .navbar-nav > li > a:hover“ Now if we removed the background colour here is how it looks. Now let’s make these changes in the code, edit your portal and open the portal in the Power Apps gallery and go to themes. Search for the style element and comment or remove the background colour. Hope this helps!

Recently I faced issues with some of our custom and Out of the Box ribbon buttons disappearing for example look at the snapshot below. For any selected service order I was not able to see the Run Flow button which runs on-demand workflows and Power Automate Flow (and a few custom ribbon buttons as well). I investigated and found out that this happens because of a field service setting called “Show Simplified Work Order Command”. As per the document – https://learn.microsoft.com/en-us/dynamics365/field-service/configure-default-settings This setting influences the command bar on work order records and lists. By default, this field is set to Yes, which shows only the most relevant commands for work orders. The following commands will be hidden from the form: deactivate, check access, process, add to queue, queue item details, assign, share, email a link, flow, Word templates. The following commands will be hidden from the list view when no records are selected: email a link, flow, import from Excel. The following commands will be hidden from the list view when a record is selected: activate, deactivate, email a link, add to queue, flow, Word templates, Excel templates. When set to No, all commands are shown. To turn it off in your field service app go to settings from the change area and select Field Service Settings, under field service setting turn off Show Simplified Work Order Commands to No. Now we can see our run flow button along with a couple of other buttons. I hope this helps!

In this blog, we will explore the use of the XrmToolBox and different tools present in the store. XrmToolBox is free to use tool that connects with the Dataverse environment and provide you with various tools that allow performing heavy management task very easily. Many developers have contributed to XrmToolBox Store by creating a tool/library which is beneficial in the regular development and management work of Dynamics 365 CRM Consultants/Developers. You can find the Installation and setup guidance from a website that you can follow as we directly going to start exploring different types of tools available. Home Page: https://www.xrmtoolbox.com/ Connection Setup with Dataverse Environment: https://www.xrmtoolbox.com/documentation/for-users/manage-connections/ Tool #1: “Security Role Sync” created by Bharath Sheelam The tool is created to sync the security roles between two users. I have two users present in the dataverse environment and I have a requirement to sync roles from one user to another. If we need to sync the roles from “Amit Prajapati” to “CRM Admin” we need to select “Amit Prajapati” in Source and “CRM Admin” in Destination. Once you select the user, you need to click on Sync Security roles it will start syncing and notify you once it is completed. Result: Amit Prajapati has below roles: Before Sync Roles on CRM Developer Account After Sync Roles on CRM Developer Account Use Case and Benefits: Developer work can be minimized using this tool as they might be having multiple users to sync the roles and debug the security permission. Remove the manual efforts to check for the reference user’s security permission and apply it to the required user. Let’s say you have to replicate the security permission from User 1 to User 2 and without this tool you need to open the security permission of User 1 and note it down then only replicate the same permission to User 2 If you have a scenario where functionality is working for one user and not working for another user due and you are getting a security permission error. You can use this tool and sync the security roles considering they should be belonging to the same security based on business requirements. Tool #2 “Security Debugger” created by Mark Carrington This tool is very useful, and it helps you to find the solution to all permission-related issues. It will provide you with the details of which security roles are missing considering you have a security permission error log with you which is required for this tool.

Here we will see how to backup the repository using the YAML file. This includes the following steps Create an Azure DevOps Personal Access Token (PAT) Create a YAML file Create Subscription Connection Create an Azure DevOps Personal Access Token (PAT) Step 1: Sign in to your Azure DevOps Portal Step 2: Go to Personal Access Token Step 3: Create a Token by clicking on “New Token“ Give it a name Select the “Read” checkbox to fetch the repository Click on Create Note: Copy and Save the token as you will not be able to see it again Create a YAML Pipeline Step 1: Go to Pipelines Step 2: Choose Azure Repos Git Step 3: Select your repository Step 4: Configure it as a starter Pipeline Below is the default code you will see. Trigger: The wildcard (*) will monitor all the branches, the pipeline will be triggered whenever you have any changes in your repository CmdLine: The command calls “git clone –mirror ” to make a copy of your repository. PAT needed to be used while fetching a repository Archive Files: It will take the git repository which was cloned in the previous step and then zipped to “Backup.zip” File Copy: It will take the archive copy and send it to Azure Blob Storage Creating a Subscription Connection Step 1: Go to Project Settings Step 2: Go to Service connections Step 3: Click on New service connection Step 4: Choose Azure Resource Manager Step 5: Select Authentication Method as Service Principal (automatic) Note: Make sure to use the same credentials to login to DevOps as in Azure Portal Step 6: Subscription will be chosen automatically. Give it a name Select a resource group where you have your storage account Then save Step 7: Use the connection name in YAML. Save and Run It will create a Job See the status of the Job After Job gets completed, you will see a zip file in your blob