In my previous blog referred here https://d365feeds.com/2020/07/08/how-do-contract-milestones-and-projects-flow-between-d365-ce-to-fo-in-project-operations/, we saw how the contract and milestones flow between CE and F&O in the integrated scenario in Project Operations. Next step is to Post the Milestones or the Approved Time entries (in case of T&M based projects) in F&O (Finance and Operations) Let’s looks at first Milestone based Invoice posting in F&O for a Fixed Bid Project: PN: How to log in to the environment is shown in my previous blog in the link above. Step 1: Login to the CE Environment to the Milestone that you need to Invoice and flip the status to “Ready for invoicing”. Step 2: The invoice is created in the CE Environment and you need to confirm the same. Upon confirming the invoice it gets integrated to the F&O Environment. Step 3: Navigate to F&O Environment and go to Project Management and Accounting à Import from staging table. This will import all the transactions available in the staging area to F&O environment. Step 4: At this juncture the Invoice is now posted to the F&O Environment. To check the same in F&O environment navigate to Project Management and Accounting Module à Pending project transactions You can see the Invoices milestone below. Step 5: Select the invoice and click on Post. This is when the invoicing of milestone is completed. This step is recommended to be performed by the Accounts Manager. Now we shall see how to Invoice Time and Material projects. Follow the steps to accomplish the same. Step 1: Navigate to CE Environment and get some time entries done on the T&M project as shown below. Step 2: Submit the time entries done by clicking the Submit button as shown below. The status of the time entries changes to Submitted from Draft status. Step 3: The project manager will now have to approve the time entries submitted from the Approvals tab. Step 4: As soon as the time entries are approved they are integrated and reside in the staging area of F&O. You then need to Import all the time entries from the staging area. Navigate to F&O Environment and go to Project Management and Accounting à Import from staging table. This will import all the transactions available in the staging area to F&O environment. Step 5: Post that navigate to Project Management and Accounting à Project Operation integration journal where all the approved time entries in CE environment get collected. Please understand that if there is an active Journal existing in F&O environment, then all the approved time entries for all the projects will be integrated to the same Journal, unless all the entries in that integration journal is approved. Step 6: Select the Journal from the below and click on the Post button from Ribbon. This will post all the transactions from the Journal, which also the final step that the Accounts manager will perform to do the invoicing. Above methods when performed can ensure that the milestones and the time entries for FP and T&M projects respectively are done. The above operations are prescribed to be done by the Accounts Manager in the company. This ends the process of Posting the Invoice in F&O Environment. The above blog is written with the best possible knowledge of Project Operations and practical experience.

This Blog will guide you on solving the CORs Error. It is a common issue faced by many while configuring and testing their first API in API Management. Few Setting will solve this Problem for you.

Introduction: Using Power Automate we can format date in various formats, however we had a requirement to populate date in document in  June 10,2020  format. Solution: Here is how to achieve the same. In this example I am formatting the System date which is obtained from function utcnow(). formatDateTime(utcNow(),’MMMM dd, yyyy’) Output: If you do not need to display the full Month in words, you can write “MMM” instead of “MMMM” and get the below output.

Introduction – Recently we were working on Canvas app and tried using combo box but after adding items to it, lookup values were not showing. So here is solution – Select Combo box -> Select IsSearchable And set value to true Output Hope this helps !

In this blog, I am going to explain how to send a notification on Microsoft Teams when a record is created or Updated or Deleted in D365 CRM using Power Automate Steps involved in Power Automate: Select trigger, in my case I used CDS connector when a record is created, updated or deleted. Select trigger condition, in my case I used Update. Select entity name, in my case I used Opportunities. Select Scope, Organization. Add new step to flow. Search Microsoft Teams and select Post a message. Select Team where you want to post a message. Select Channel from team where you want to send a notification. Enter Message in message box. Click Save and check teams. Congratulations! You have successfully created the required flow. Hope this helps!!

 In D365 Finance and SCM there are lot of out of the box SSRS reports in which you have hyperlink to move to that particular record (for example Ledger transaction list). But sometimes when you update environment you might end up with no such option in you SSRS report as you can see in following screenshot.  To enable hyperlink features you need to follow following steps:- Navigate to feature management and go to all section in that Search for Report drill through links and disable this feature Search for Report PDF viewer and disable     you need to disable this feature for following limitation which you can find in screenshot. Now check desired SSRS reportNow you are able to see hyperlinks links in the reports I hope this post will be helpful to you, Thank you!

`Read this Blog to understand how you can configure API Management notification settings for Users to receive notifications for new subscriptions

Microsoft is committed to delivering predictable service updates. These service updates will be made generally available for self-deployment approximately 2 weeks before Microsoft automatically applying the update. Some of these updates can have a lot of changes in it and this can impact any customization done on the client’s environment. Thus it becomes very important for a partner to do complete testing before any update is applied. CloudFronts is dedicated to ensuring business continuity of the client and thus have protocols set up to ensure nothing gets impacted on the client’s production environment. Following are the protocols for the same : Service Update Availability – Key points:  Each service is released by the Microsoft which has following dates criteria: Preview availability date:  When the update is in preview by Microsoft. Generally available (self-update) date: This update will be made generally available for self-deployment approximately 2 weeks before Microsoft automatically applying the update. Auto-update schedule (via LCS update settings) production start date: A date for applying the service update in the production environment. End of service date: Date from when service update is over. Referenced image: For checking the release dates for the above criteria, link as: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/public-preview-releases How Long it can be delayed for Next Service Update? The customer can pause, delay, or opt-out of an update via Update Settings in the Lifecycle Services projects. A customer can choose to pause up to 3 consecutive updates. The following is an example of a delayed update: The customer is currently on version 10.0.2. The customer can pause updates 10.0.3, 10.0.4, and 10.0.5. The customer must take the 10.0.6 update when it is available. Upcoming Schedule of Update The customer has the option to apply the update when it is convenient, or let Microsoft auto-apply the service updates based on the selected maintenance window. Customer must require to have an update no older than 4 months Critical Issues Critical issues should always be submitted to the support team via Lifecycle Services as soon as they are identified. The support staff will work with you on the resolution to the critical issue. Path for Early Service Update Scheduling Go to LCS -> Project settings Update settings Pausing the service update temporarily.  As shown in the below image, when updates resume, the designated sandbox and production environment will be updated to the latest service update before it can be paused again. HOW TO CHECK UPCOMING UPDATES FROM LCS? In update setting -> click on view the update calendar It looks like: This will help us to plan the next scheduling for service updates. According to this, we can plan the next calendar for upcoming service update CLOUDFRONTS PROTOCOL FOR TRACKING DOWN THE ENVIRONMENT DETAILS We have added the field ERP version in D365 PSA where the project lead will update the version of the production environment. After every update, it is the Project Lead’s responsibility to update this field. Every Monday we have a scheduled recurring management meeting where the CEO, Delivery Head and Practice Lead discuss the status of each project by opening a Project Overview Report developed in Power BI. The same report has the column of ERP version so that the management is aware of the client’s D365 Finance & Operations version.   CLOUDFRONTS STEPS FOR KEEPING THE ENVIRONMENT UP TO DATE For each client our support system would have one case created specifically for the updates and it will be assigned to the Project Lead. The Details of the case is as follows: Case name:  Environment update – Client name Notes:  ERP Environment version details and the next path for service update Follow-up date:  Follow-up date would be one month from the current date and till then the case will be on hold. Based on the follow up date system will automatically send the email to the assigned person so that he is intimated to work on the case. Based on this the user needs to check for updates on the LCS and follow the steps based on this document. STEPS FOR APPLYING SERVICE UPDATE – DEV / CLOUD HOSTED Key points:  Before applying the service update on UAT, service update must be applied successfully on the Build and Test Environment or Cloud-hosted environment Sequence for applying update on the environment  Build and Test Environment / Cloud-hosted environment UAT / Sandbox Production Before applying the service update, all the models should be a build-up The database must be synchronized Check if any AOT (Application Object Tree) objects are under pending changes in VSTS / TFS All the AOT objects should be checked in to VSTS Steps for applying the service update on the development environment are the same as applying to the UAT environment. Hence steps are listed on the next page. STEPS FOR APPLYING SERVICE UPDATE – UAT Go to the LCS -> Select the appropriate projectof the environment Select the UAT appropriate environment-> Click on full details Scroll down to check the latest update. In this part, we will able to see all the latest service updates. Select the appropriate service update on which we have planned to do. Click on View update. Here, we’re taking an example of moving the environment on 10.0.12 Go to Savepackage Click on Select all. Make sure all the packages are selected. Click on Save packageand then give the appropriate Service update name and then click on save the package. It will save all the hotfixes. Wait for a few moments (It can take 5-10 minutes depends on the number of packages are being loaded). After successfully saved the packages, click on Done button Go back to the environment page and then click on Maintain-> Apply updates We had given the name Service Update 10.0.12which should be shown here to apply the update In some cases, the package will not appear suddenly. What to do in such a case? Let’s see the next step on how to verify that. Go to Asset library Click on Software deployable packageand then navigate to our service package Have a look on the column – Valid. If it is not signed with the right symbol then keep patience until it is done. Once the package is validated successfully, we will able to deploy the service update to the environment. After validating the deployable package, we can see the package and just one step away for applying the service update. Click on the Apply button. TESTING – RSAT … Continue reading CloudFronts Dynamics 365 Finance & Operations Update Steps & Protocol →

In this blog we will see how to create Popup in Canvas power Apps Step 1: Add a label on you screen where you want to add a Popup Now add a background color -> select  custom as shown in below image. Step 2: Add a rectangle Step 3: now add two buttons, and name the button as Yes and No and also add the label with text “Do you want to delete this Question? You can’t undo this action.” Now your screen will look like this: Step 4: Grouping To group the labels – Select any label +shift -> select the labels/buttons you want to group. After selection, click on (…) ellipses and you will see group option and click on Group and Rename the group. This is all about adding the labels and buttons. Now will see how to visible the Popup In this case, we want to show the Popup on click of the Delete . Hence,  On select = UpdateContext({DeletePopUp:true}); Next step is to set the same variable on the Popup Select the items and on visible of the grouped items write “DeletePopUp” Now to set the same variable on t he two buttons: On select of Yes button: On select of No button: Hope this helps !

This blog will help you resolve common errors that one might come across while integration between SharPoint and Azure Blob and will also guide you through how it is achieved.