Purpose The Regression suite automation tool (RSAT) significantly reduces the time and cost of user acceptance testing. This tool enables functional power users to record business tasks using the Finance and Operations Task recorder and convert these recordings into a suite of automated tests without the need to write source code. Test libraries are stored and distributed in Lifecycle Services (LCS) using the Business Process Modeler (BPM) libraries. These libraries are also fully integrated with Azure DevOps Services (Azure DevOps) for test execution, reporting and investigation. Test parameters are decoupled from test steps and stored in Microsoft Excel files. Prerequisites Dynamics 365 for Finance and Operations test environment (Demo or tier 2 UAT environment Excel Azure DevOps: You will need an Azure DevOps Test Manager or Test Plans license. For example, if you have a Visual Studio Enterprise subscription, you already have a license to Test Plans. Pricing-https://azure.microsoft.com/en-us/pricing/details/devops/azure-devops-services/ For a demo environment, you don’t need to buy any license. Authentication Certificate: To enable secure authentication, RSAT requires a certificate to be installed on the RSAT client computer. The RSAT settings dialog box allows you to automatically create and install the authentication certificate. Installation Download Regression Suite Automation Tool.msi to your machine RSAT requires Selenium and web browser driver libraries. RSAT will prompt you if needed libraries are missing and will automatically install them for you. Configuration For RSAT Open RSAT application. Select the Settings button in the upper right to configure RSAT. And next steps will help you to find those required fields input. 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 https://www.visualstudio.com Open Azure DevOps and create a new organization if there is not an existing one. Now create a new project as shown below Now you need to set up a security token by clicking on  account info>security Once you create the token, save it as you will not be able to access it again when you want to use it. 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) Now right click on RSAT-TT and create a new suite you can name it ‘Demo’. Azure DevOps setup is done. In Azure DevOps site URL mention Organization name that you set up in Azure DevOps. And in Personal access token field paste the token that you had earlier saved. Click on continue to select the project and continue, Save. Now you need to deploy it to the environment Next, open the Regression Suite Automation Tool, Go to settings in 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. 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 Admin username should be the username you use to login to your environment. To generate Thumbprint click on New and save at any location and then copy the generated certificate to the VM Open the copied certificate and install it to 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 wif file find 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 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 default browser as internet explorer Save as and ok Next, Go to LCS open business process modeler and create a new Library 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 the Add process.  Now go to Finance and operations, go to test recorder  Create 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 Now go back to LCS in the project library and click on the requirement, tab check it’s syncing  Now Sync test cases and VSTS sync Next, go to Visual studio DevOps, test cases, click on Add existing Then click on the run query and click on Add test case  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 Then click on edit option for the older version to edit values in excel For older version For newer version Now edit metadata for the test in excel file and save and close Now Run the test after this step, automatic session for the test is handled by selenium where the browser will perform steps as test cases Then run the test and after it’s completed successfully click on upload (Note the result as passed)

In finance and operations for making any changes in License configuration form, you need to enable maintenance mode and after making desirable changes you need to disable to this mode. You can enable or disable maintenance mode using SQL query as well as command prompt. In this blog, we are performing this operation using the SQL query. The following are steps to enabling/disabling maintenance mode:- Open SSMS(Microsoft SQL Server Management Studio) in your server. Click on New Query and enter the following query to enable maintenance mode:- update dbo.SQLSYSTEMVARIABLESset dbo.SQLSYSTEMVARIABLES.VALUE =1 where dbo.SQLSYSTEMVARIABLES.PARM = ‘CONFIGURATIONMODE’   You can verify status using following command:-SELECT * FROM [AxDB].[dbo].[SQLSYSTEMVARIABLES] After this restart IIS services in some cases, you need to restart the server. perform your changes to the License configuration form. after desired changes are made you can disable mode using the following command update dbo.SQLSYSTEMVARIABLESset dbo.SQLSYSTEMVARIABLES.VALUE =0 where dbo.SQLSYSTEMVARIABLES.PARM = ‘CONFIGURATIONMODE’ Now again you can verify status using the same query in step 3 and again repeat step 4.I hope this blog will help you

Sometimes we may get some requirements with multiple lookup fields on the same Entity form on D365 Portals. Also, we may have to perform some operations on click of search button on these Lookup fields. Here, it is not possible to achieve this without writing javascript or jquery code mean-while, we also have to make sure that the click event should be generic (single event working for all similar lookup fields). This blog will guide you to attach generic click event on all the similar lookup field using jquery. Below is the sample code for the same.   $(document).ready(function () { $(“.genericContact”).parent().find(“button[title=’Launch lookup modal’]”).each(function () {//click for all lookup $(this).click(function () { //your  code here }); }); }); In the above code, selector genericContact is a custom css class added to all the similar lookup fields on an entity form. To see how to add css class to any attribute click here.

With Supply Chain Management based on Dynamics 365 Business Central (formerly Dynamics NAV), mapping processes along the entire supply chain is highly efficient. Microsoft Dynamics 365 Business Central ensures smooth processes in purchasing, sales, manu­facturing, logistics and warehouse. You can use Supply Chain Manage­ment (SCM) to adjust and control the work­flows customized to specific requirements. Supply Chain Manage­ment in Dynamics 365 Business Central can be configured flexibly and helps you integrate all business partners in the best possible way. For example, procure­ment, processing and delivery times can be reduced and optimized.   SCM functions in Dynamics 365 Business Central: Optimize inventory levels: Use built-in intelligence to predict when and what to replenish. Purchase only what you need with dynamically updated inventory levels.   Avoid lost sales and reduce shortages: Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points. Suggest substitutes when requested items are out of stock.   Maximize profitability: Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Prevent unnecessary or fraudulent purchases through approval workflows.   Sales order management: Manage sales orders, blanket sales orders, and sales order processes.   Purchase order management: Manage purchases, blanket orders, and purchase order processes.   Warehouse management (Basic and Advanced): Warehouse functionality in Business Central can be implemented in different complexity levels, depending on a company’s processes and order volume. The main difference is that activities are performed order-by-order in basic warehousing when they are consolidated for multiple orders in advanced warehousing.   Item transfers: Track inventory as it’s moved from one location to another and account for the value of inventory in transit at various locations.   Locations: Manage inventory in multiple locations that may represent a production plant, distribution centre, warehouse, showroom, retail outlet, or service car.   Assembly Management: To support companies that supply products to their customers by combining components in simple processes without the need of manufacturing functionality, Business Central includes features to assemble items that integrate with existing features, such as sales, planning, reservations, and warehousing.

Maximize efficiency of your customer service Gain a complete overview of the tasks and workloads in your service department to efficiently allocate resources and accelerate the answer of requests. With an increasing number of different business contacts, it is necessary to handle them professionally in order to generate extensive customer trust through constructive communication and reliable processing of service cases. Service Management functions in D365 Business Central: Manage forecasting to fulfilment: Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.   Run your warehousing efficiently: Get a holistic view of inventory for efficient order fulfilment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions.   Reach optimal output levels: Calculate and optimize manufacturing capacity and resources to improve production schedules and meet customer demands.   Service orders: Register your after-sales issues including service requests, services due, service orders, and repair requests.   Service item management: Record and keep track of all your service items, including contract information, component management, and BOM reference and warranty information.   Service contract management: Record details on service levels, response times, and discount levels, as well as on the service history of each contract, including used service items and parts and labour hours.   Planning: Assign personnel to work orders and log details such as work order handling and work order status.   Dispatching: Manage service personnel and field technician information, and filter according to availability, skills, and stock items.   Service price management: Set up, maintain, and monitor your service prices.  

The project management module in Dynamics 365 Business Central provides options for planning and creating project-relevant activities (project planning) and enables project budgeting and automated project invoicing. You can use the project management in Microsoft Dynamics 365 Business Central to completely map and control your project-relevant activities: Stay on budget: Create, manage, and track customer projects using timesheets along with advanced job costing and reporting capabilities. Develop, modify, and control budgets to ensure project profitability.   Plan with precision: Manage resource levels by planning capacity and sales. Track invoicing for customers against planned costs on orders and quotes.   Analyse project performance: Make effective decisions with real-time insight on project status, profitability, and resource-usage metrics.   Resources: Register and sell resources, combine related resources into one resource group or track individual resources.   Estimates: Monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.   Jobs: Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.   Timesheets: Timesheets are a simple and flexible solution for time registration with manager approval and integrate with Service, Jobs, and Basic Resources.   Multiple languages: Switch languages on the client in real time provided that the desired language is available.   Reason codes: Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.   Extended text: Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.   Intrastat reporting: Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can inform you whether your company is obligated to file such a report.   Outlook integration: Synchronize your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.

The Microsoft Dynamics 365 Business Central ERP software has an integrated suite for the production area (PPC: production planning and control) with comprehensive functions to plan and control efficient production and manufacturing processes: The manufacturing module can map and efficiently manage all areas from material requirements and product configuration to workstation and machine utilisation. Production functions in D365 Business Central: Resources: Register and sell resources, combine related resources into one resource group or track individual resources.   Estimates: Monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.   Jobs: Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.   Timesheets: Timesheets are a simple and flexible solution for time registration with manager approval and integrate with Service, Jobs, and Basic Resources.   Multiple languages: Switch languages on the client in real time provided that the desired language is available.   Reason codes: Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.   Extended text: Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.   Intrastat reporting: Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can inform you whether your company is obligated to file such a report.   Outlook integration: Synchronize your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.   Subcontracting: Allows companies to send raw materials, unfinished goods, or partially finished goods for further processing elsewhere.  

Get an overview of your business data using power­ful Business Intelligence (BI) functions and improve your customer management. Business Intelligence for an informed decision base With the analysis tools integrated into Microsoft Dynamics 365 Business Central (formerly Dynamics NAV), you can use graphical views and digital reports to analyse your busi­ness data in detail. By combining Microsoft Dynamics 365 Business Central and other applications such as the Microsoft SQL Server with its reporting and analysis services your company can meet the requirements of comprehensive analyses and reporting. With access to real-time data from Microsoft Dynamics 365 Business Central statistics and additional analysis and reporting tools, your employees can analyse performance and make informed decisions based on meaningful data.

The financial management feature of the ERP soft­ware Dynamics 365 Business Central does not just include financial accounting func­tions, but also combines various aspects of finance, cost and activity ac­counting, as well as internal and external reporting. The current data of all company areas such as purchasing, sales, ware­house and wages/salaries are merged in financial manage­ment of Microsoft Dynamics 365 Business Central (formerly Dynamics NAV). You can access the core data at the push of a button to deter­mine and analyse sources and corre­lations at any time. Accounting & Finance Financial accounting is the central element in Microsoft Dynamics 365 Business Central (formerly Dynamics NAV). All data regarding financial accounting are processed, evaluated and saved here. The daily processes in financial accounting (general ledger and sub-ledger) are supported effectively by various features: Make informed decisions: Connect data across accounting, sales, purchasing, inventory, and customer interactions to get an end-to-end view of your business. Chart financial performance in real time with built-in Power BI dashboards.   Accelerate financial close and reporting: Streamline accounts receivables and payables, and automatically reconcile accounts to close and report on financials quickly and accurately, while maintaining compliance.   Improve forecast accuracy: Refine financial forecasts by modelling and analysing data across multiple dimensions. Customize reports using seamless Microsoft Excel integration.   Basic General Ledger: Set up a company and start posting to the general ledger, chart of accounts, general journals, VAT facilities, recurring journals, and source codes.   Budgets: Work with budgets in general ledger accounts.   Deferrals: Set up deferral templates that automate the process of deferring revenues and expenses over a pre-defined schedule.   Basic fixed assets: Keep track of fixed assets and related transactions such as acquisitions, depreciations, write-downs, appreciations, and disposals.   Basic receivables: Post sales transactions in journals and manage receivables; register customers and manage receivables using general journals.   Dimensions: Add unlimited dimensions to any ledger for advanced transaction analyses.   Audit trails: The system automatically assigns audit trails and posting descriptions to every transaction. In addition, users can define reason codes to create complementary audit trails.   Bank account management: Create, operate, and manage multiple bank accounts for catering to your diverse business needs and across different currencies.   Reconciliation: Reconcile your bank statement data automatically to open bank account ledger entries end to keep track of all your bank statements.   Currencies: Manage multiple currencies throughout the system, including payables and receivables, general ledger reports, resource and inventory items, and bank accounts.

The CRM system (Customer Relationship Management) in the Microsoft Dynamics 365 Business Central (formerly Dynamics NAV) ERP software assists you to automate numerous tasks in the sales and marketing sectors. You can use this CRM solution to manage your customer re­cords and sales histories, control your sales oppor­tunities, create marketing campaigns and track customer activity. The CRM system helps you to make informed deci­sions for a professional customer manage­ment. The close inte­gration with Microsoft Outlook is a great benefit here. The features of the product are as follows: Deliver value at every touch point: Prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best to upsell, cross-sell, and renewal opportunities throughout your sales cycle. Boost sales productivity: Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook. Maximize profitability: Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution. Contacts: Maintain an overview of your contacts and record your contact information for all business relationships. Campaigns: Organize campaigns based on segments of your contacts that you define. Opportunity Management: Keep track of sales opportunities, section your sales processes into different stages, and use this information to manage your sales opportunities. Dynamics 365 for Sales integration: Integrate with Dynamics 365 for Sales in a few easy steps to synchronize your data, including sales orders, item availability, units of measure, and currencies