Using Microsoft flow you can automate and organize the flow of data between your Shopify and Microsoft D365 for Finance and Operation This the 1st part of 2. In this, I will show you how customers can be auto-created in D365 for Finance and Operation when it’s created in Shopify. First, log into Shopify as Admin. Navigate to: Settings -> Notifications -> Webhooks (Scroll to the end) -> Create Webhooks and select customer creation, and JSON format. We need a URL for sending customer details, which we will provide later. Now login to power apps or Microsoft automate with D365 account. Navigate to Flows -> New and select Instant from Blank. Now continue as shown in the below screenshots. Here the required URL will be generated after the flow has been saved. Click on the new step and search for Parse JSON. In Content select Body (parameter from previous steps). Now we need JSON schema for customers. You can find a sample Json return response from https://shopify.dev/docs/admin-api/rest/reference/customers/customer?api[version]=2020-04 Copy the response and select Generate from the sample in Powerapps and paste the response. The schema would be now generated. Click on ‘new step’. and search for Dynamics 365 for Fin & Ops. Click on Create record. Select the instance of the environment you want customers in and Entity name ‘CustomerV3’. Now you can place parameters from the previous step (Parse Json) in different fields such as. Mandatory fields that are required to create our customers are Customer account, Currency, Customer group, Company, Organization name. After the values are placed, click on Save at the top right corner. Now expand the first step and a URL will be there. Copy this URL to Shopify webhook and click Save webhook. Now let’s test this. Go to the customer’s section in Shopify and click Add Customer. Write the first name and last name for now and click save. Go to D365 F&O and navigate to All Customers. You should see a new customer created. In the next part, I will show how we can auto-create product in Shopify when created in D365 for Finance and Operation Thank you for reading!

Introduction  – In this blog we will see how can we create new record in editable grid itself. Below is the Time Entry Grid and we wanted to add new row on click on “+” Step 1  : Add  new icon “+” on screen and add patch operation On Select of the new icon. Syntax – Patch(Data source, Defaults(Data Source),{Attribute: value}) Output- Hope this helps!

In this blog we will see how to add Search Box in Canvas App Step 1 –  Add text box in your screen. Hint text – Search Step 2 – Select Gallery and on items of the Gallery write your query Syntax – Search(DataSource,InputText.text,Attributename) for example – Search(‘Safety Checklists’,SearchBox.Text,”mc_name”) Output – Hope this helps !

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