Financial Dimensions in Retail Stores and payment methods in D365 Commerce and Retail
Overview: As we are aware that Financial Dimensions are available for user to identify the posting routine of payments, sales, purchases etc in the ledger account. These values are selectable / mandatory at all checkpoints on D365 FNO. However, in retail we would have to configure the financial dimensions in Retail Store or Payment Methods of retail store. This will help user to identify the posting routine with details of the transaction. If financial dimensions are not mapped then posting will happen but it will be posted as entry without dimensions as below images. Without Financial Dimensions: With Financial Dimensions: To configure Financial Dimensions: Payment Methods: Goto Retail and Commerce > Channels > Stores In Action Tab > Set Up > Payment Methods Select Desired Payment method and in details tab you can find Financial Dimensions 2. Stores: Goto Retail and Commerce > Channels > Stores And select desired store that you want to set the default dimensions on the bottom as shown in the image. (Note: Enabling this will overwrite the Financial Dimensions that were enabled on payment methods as this will be set as Default Dimensions for all types of transactions.) Thanks! Hope this was helpful!
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Send D365 Email Using Power Automate
Introduction: Searching Power Automate connectors for Send Email Step available in Workflow? Follow the below steps to send Email from Power Automate . 1)Go to Common Data Service(Current Environment)Connector. Select Create a new record, Entity: Email Messages Add Activity Party Attributes, Email Body, Subject and set regarding. 2) Once Draft Email is ready, add Action Perform a bound action from Common Data Service( Current Environment)Connector. Entity name – Email Message Action name – Send Email Item ID – This will be the GUID (unique ID) of the record to send. (Note: Here, we will provide the Email message ID of the Draft email created in Step 1. IssueSend – This is a No/Yes option list. Set this to “yes” for the email to send. Conclusion: We can replicate the Send Email functionality of Workflows in Power Automate easily.
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List of security roles for current user | D365FO
Introduction: In this blog, we will see how we can get a list of security roles assigned to a current user Solution: UserInfo userInfo; SecurityRole securityRole; SecurityUserRole securityUserRole; while select securityRole exists join securityUserRole where securityUserRole.SecurityRole == securityRole.RecId exists join userInfo where userInfo.id == securityUserRole.User && userInfo.id == curUserId() { info(securityRole.name); } Thanks for reading !!!
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Duplicate address record entry through Data entity in Dynamics 365 Finance and Operations
Introduction:In this blog, we will see how to allow system for accepting duplicate addresses of customer, vendor or any other, through doing bit change in Data Entity Solution:For allowing duplicate entries we will create one field in LogisticsPostalAddress. Here field name is as IsCreateFromEntity. Field-IsCreateFromEntity will be used as flag, type of boolean / NoYesId (EDT). [ExtensionOf(tableStr(LogisticsPostalAddressBaseEntity))] final class LogisticsPostalAddressBaseEntityCFSJSTable_Extension { public static LogisticsLocationId resolveRemittanceAddressLocationId(LogisticsPostalAddressBaseEntity _postalAddressEntity, DirPartyNumber _partyNumber) { LogisticsLocationId locationId, locationIdCreateNew; locationId = next resolveRemittanceAddressLocationId(_postalAddressEntity, _partyNumber); if(_postalAddressEntity.IsCreateFromEntity) { locationId = locationIdCreateNew; } return locationId; } } Aforementioned code would replace the standard locationId variable with new locationIdCreateNew which will be null always. Once new variable locationIdCreateNew is replaced with standard code, system will generate the new locationId in the LogisticsLocation(Table) and create the same duplicate address along with state, city, country, zipcode and all other respective fields. Moreover, we will just need to pass YES value to the newly created field ISCreateFromEntity while creating the new address and run the execution. How easy it is!!! Thanks for reading !!!
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Deploy SSRS reports through Windows Powershell in Dynamics 365 Finance and Operations
Introduction:In this blog, we will see how to deploy SSRS reports in Microsoft Dynamics 365 Finance and Operations Solution: For on-prem environment, we will open Windows PowerShell in administrator mode and run the below scrip step by step. cd C:\AOSService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\ .\DeployAllReportsToSsrs.ps1 For online Cloudhosted/Dev environment, we will run below mentioned script cd k:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\ .\DeployAllReportsToSSRS.ps1 -PackageInstallLocation “k:\AosService\PackagesLocalDirectory” It appears as When deploying reports are completed, It looks like Thanks for reading !!!
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Introducing Microsoft 365 Project Operations – MBAS 2020 Takeaway
Among the fabulous sessions at MBAS 2020 Online Conference, Introduction of Project Operations was the most anticipated for me. Here are my takeaways from the same – Gurkan Salk & Kevin Horlock provided an overview of what to expect for Project Operations/ What is Project Operations? Some key points – Project Operations is an extension of capabilities to existing PSA in Dynamics 365 to a whole new product called as Project Operations. This is a new offering by Microsoft. GA is 1st Oct 2020 Project Operations will utilize the Project based Sales Capabilities including quotation and resourcing Project Management capabilities will run from Microsoft Project and utilize the power scheduling engine it has to offer. Taking capabilities directly from Project for the Web. Will now be embedded inside Project Operations Capabilities of D365 Finance will be utilized for Costing and Invoicing/Accounting capabilities. Better Teams Integration to bring in Project Team Members on a Teams channel to be able to better collaborate. Flexible and easy to use Gannt Chart for Tasks. Clicking on the bars would let us configure the attributes of the Task Resource Manager has all visibility across all Projects. Revenue Recognition in Finance and Operations – Looking into Project And Operations for Outstanding Invoices. Overview of the Revenue Recognition angle of a Project can be over-viewed in FnO. AI to interpret receipts what have been scanned and entered against the Project. When is Project Operations available? General Availability is 1st Oct 2020 Some good QnAs in the session Could Integrate with Azure DevOps.Ans: Won’t be available out-of-box integration, but we can use Power Automate. Planned Integration?Ans: No direct Planner usage. PO and supporting CDSAns: PO will run on Dynamics platform. Will encapsulate PSA capabilities. All PO data available in CDS. Hope this initial info helps and we’ll keep you posted as we approach GA.
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Remove Commas from whole number field in CRM D365
Introduction: In this blog we will see how to remove commas from whole number field. Use case : we were using the whole number field but after creation we noticed that there is comma in numbers. Solution: Step 1 : go to settings -> click on settings icon -> Options Step 2: After clicking on Options, below screen will be displayed. Click on Formats -> Customizations After clicking on Customizations, in Digit group , select Options and click OK. click OK. Output:
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Required Privilege for Canvas App in D365 CRM
Introduction This blog explains how to resolve the issue for Canvas App not loading which is embedded in D365 CRM using HTML Webresource. Issue After Canvas App was published and shared with Users still, they were unable to access the Power App. It was showing a blank page with no error. Resolution After debugging the Webpage, I concluded it was missing the Canvas App required privilege. The privilege can be found in D365 CRM as per below screenshot After creating a new role for sharing Canvas App and assigning to User, Canvas App rendered as below Conclusion I hope the above Blog helps you resolve the issue for Canvas App embedded using HTML Webresource in D365 CRM. Note: This privilege is only required for Canvas App embedded with HTML Webresource in D365 CRM.
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Modern Enterprise BI: Part 1
Power BI has some new features and Future Promises for Modern Enterprise applications in Business.
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How to create an INTUNEWIN file?
Your Organization might have this requirement to publish Win32 Application with Microsoft Intune. You might think if it is even possible to deploy the Windows 10 store Apps, MSI files or .exe file. Yes, it is possible to deploy these apps through Microsoft Intune. The only hurdle is you will not be able to publish the .exe files directly. You need to either convert the .exe file to MSI package or you can convert the same to an. INTUNEWIN file. In this article we will discuss how to create an INTUNEWIN file from an .exe file. Step 1: Create 3 folder on your device. Here I am creating the below 3 folders in C:\ C:\Adobe: Since I am generating INTUNEWIN file for Adobe, I have created a folder with Adobe name. You will need to place the source files here which is required for installation. C:\IntuneApps: This folder is for the Output file which will be generated and then we can use this file to deploy on Microsoft Intune. C:\IntuneWinAppUtil: This folder is for the tool which we will be using for converting the file to INTUNEWIN. This tool is Intune Win 32 Prep Tool. Step 2: Put the file in the respective folder. Here we will gather the Source file and the Intune Win 32 Prep Tool and will put it in the respective folder. We can get the Intune Win 32 prep Tool from here –https://github.com/microsoft/Microsoft-Win32-Content-Prep-Tool/blob/master/IntuneWinAppUtil.exe Download this file and put it in the C:\IntuneWinAppUtil. Now you can download your source file, in my case I have downloaded .exe file for Adobe and put it into C:\Adobe. Step 3: Create the IntuneWin file. Open Windows PowerShell as an Administrator and navigate to the folder where we have kept the Intune Win32 Prep Tool. Once you run the IntuneWinAppUtil.exe, you will be asked to provide the below details. Please specify the source folder: Enter the source folder where you have the .exe file. Please specify the setup file: You will need to specify the name of the .exe file. Please specify the Output folder: Enter the folder where your Output file will get generated. After that press Enter. INTUNEWIN file will be created within seconds and you see something like this. Now you can go to the Output folder and check whether the file is generating over there. This is how we can generate INTUNEWIN file and can publish the App on Microsoft Intune.