Latest Microsoft Dynamics 365 Blogs | CloudFronts - Page 78

How to create Azure SQL database from Azure Portal

Hello friends, In this blog we will learn how to create an Azure SQL database in Azure portal. Steps: Go to www.portal.azure.com and create new resource of SQL Database. Create New database, click on new server and fill the necessary details, the login id and password will be the same that you will use to authenticate the database. Now the database is ready! You can click on Basic pricing tire to change the pricing of the database.Pricing Overview of Azure SQL:   BASIC STANDARD PREMIUM DATA SIZE MAX 2 GB 250 GB 500GB DTU MAX 5 50 4000 PRICE (INR) /Month 329.89 4958.54 1057537.88 Hope this helps!

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Power BI report using BYOD (Bring your Own Device)

Posted On December 19, 2019 by Admin Posted in

In this blog, we will learn how to create an Azure SQL database in Azure portal and export Finance and operation data into it. Steps: Go to www.portal.azure.com and create a new resource of SQL Database. Create New database, click on a new server and fill the necessary details, the login id and password will be the same that you will use to authenticate the database. Now the database is ready! You can click on Basic pricing tire to change the pricing of the database. Now copy the connecting string by clicking on Show database connection strings. Edit the string and add your id and password in it. Now go to finance and operations and open data management studio, click on Configure entity. Click on new and fill the required details. Name and description can be anything of your choice. Paste the connection string and click on validate. Once validated turn on the Enable triggers in target database toggle to ON. Now click on publish and select the entity that you want to export into your database. Click on change tracking and select enable entire entity. Now click on publish to publish the entity. This will detect the new added records in the table and export them to the database. On publishing, only the schema is exported to the database with entity name as a table name. Now again go to data management workspace and click on the export tab. Fill the name and description fields according to your wish and click on add entity. In add entity section enter the name of the entity that you have published earlier and selected the target entity, in our case it is the DemoBYOD. The refresh type should be incremental push only. Now the entity is added let’s export it. For that click on export in batch and set the recurrence according to your requirement. Set end date to no end date for the job to run for an infinite time. So the database is ready now let’s connect the database to Power BI! Open Power BI Desktop and click on get, select SQL Server database option. You already have the server name and database name with you! Select the required tables and load the data. All set you can start building your report! Hope this helps!

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Business Central Wave 2 Features – Section 6

Introduction: In this blog, I will be attempting to provide information about the new Application Lifecycle Management features of Business Central Wave 2. Pre-requisites: Microsoft Dynamics Business Central Wave 2. Demonstration: 1.Report Production Outages in Administration Center.   Suppose there occurs a case where the user is having issues on Production Environment, in order to get help on such issues, the user can report such cases to Microsoft, this is achieved by visiting Admin Centre >> Environments >> and then click “Report Production Outage” as shown below.   After that fill in the details as shown below, i.e. Outage type, Name, Email address, Contact Number and on the next page fill in the details of errors and the time and date of Outage occurrence as shown below. When the user reports the Outage, a message is displayed with the ticket Number. Then the reported outage is displayed on the Reported Outages Menu as shown below: And the user gets an Email regarding the outage. 2. Multiple production environments New Business Central Wave 2 brings a new feature where users can have multiple Production Environments for different localizations. After creating multiple Productions when the user visits “home.dynamics.com”, the user is asked for which Production Environment he wants to visit as shown below.   3. Detailed Notification for Update Events The following image shows a detailed notification mail for the update events of Tenant. Hope this helps!

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How to map Signature field into Word template

Introduction : As we know , signature field with pen control can not be mapped directly into word template. This blog will explain how to map  signature field into word template. Implementation : Steps to Add Signature Field Step 1 :  Create signature Field with data type multiple line of text and maximum length 15000   Step 2:  Then in the field properties -> control -> select Pen Control and Add. In word template ,signature field will map as a text field which contains base 64 separated by comma. As shown below. Steps for resolution: Step 1 : To map signature field in picture format in word template , create new field signature text with data type multiple line of text and maximum length 1048576.     Step 2 : Write plugin. Plugin will trigger on create of record and update of signature field. Plugin Explanation : Plugin will retrieve the value of signature and separate  ” data:image/png;base64 ” string followed by “,” (comma) and save remaining text in newly created signature text field.   Plugin Registration: Register a plugin on create and update of account entity     2.Plugin Code void SignatureUpdate(Entity account) { tracingService.Trace(“postmsg : ” + account); string signaturetext = string.Empty; string attributeToUpdate = string.Empty; Entity AccountUpdate = null; try { AccountUpdate = new Entity(); AccountUpdate.Id = account.Id; AccountUpdate.LogicalName = account.LogicalName; if (account.Contains(“new_signature”) && account[“new_signature”] != null) { signaturetext = account.GetAttributeValue<string>(“new_signature”); attributeToUpdate = “new_signaturetext”; AccountUpdate = ProcessSignature(signaturetext, AccountUpdate, attributeToUpdate); } service.Update(AccountUpdate); } catch (Exception) { throw; } } public Entity ProcessSignature(string signaturetext, Entity Account, string attribute) { //to split base64 and remaining text string[] substring = signaturetext.Split(‘,’); Account[attribute] = substring[1]; return Account; } 3. build the code and update assembly and trigger a plugin And upload this template . Result :

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How to create Dynamics 365 Finance & Operations (formerly Dynamics AX) connection in SSIS

Introduction: Creating a Connection is one of the first Steps during the integration of data. While performing Integration with Dynamics AX or more specifically Dynamics 365 for Finance and Operations create a connection using the following steps. Step 1: Right Click on Connection Managers and click on New Connection Manager. Step 2: Configure your AX Application to get the following details: Step 2.1 Go to www.portal.azure.com and login with your credentials. Go to “app registrations ”. Step 2.2 Enter a Name for the Application, appropriate Support Account Type and Redirect URI having a Similar Address as that of the Service URL which you Enter and finally click on Register. Step 2.3 Note Down the Following details for creating connection. Step 2.4 Click on New client Secret and add description and select expires as required. Step 2.5 Add description and select Never in expires section and click on Add. Step 2.6 This is the Client secret which is Generated only once, so must copy and store it in a file for future reference. Step 2.7 In the Data Scope section select required value as per your AX deployment and click on register and click on Open in Browser.   You will be redirected to your Finance and Operations page. Once authorized you can test the Connection by clicking on the Test Connection Button. Conclusion Now you can Move on with development of your Control and Data flow for Integration with Finance and Operations as a Source/Destination.

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How to create AX (D365 F&0) Connection in SSIS

Introduction: Creating a Connection is one of the first Steps during integration of data. While performing Integration with AX or more specifically Dynamics 365 for Finance and Operations create a connection using the following steps. Step 1: Right Click on Connection Managers and click on New Connection Manager. Choose the Dynamics CRM option. Step 2: Choose the SOAP 2011 Option for Service Endpoint option. Step 3: Choose the Online Federation for Authentication Type option. Step 4: In the CRM Discovery Option copy the endpoint address from Settings > Customizations > Developer Resources > Copy Endpoint Address. Step 5: Paste this in CRM Discovery Section. Enter the Username and Password of your CRM account. Step 6: Choose the required organization from the dropdown. Step 7: Click on Test Connection and then OK after successful testing. Conclusion: Thus we have successfully created a connection with Dynamics CRM and we can now Integrate data using it a source /destination.

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First cut review of new D365 Project Service

The new Project Service coming up is a much-advanced version of PSA. Even more, than it will be called as Project Service. We would learn about it and a few features that are exposed to the world shortly in the blog below. How to Install and Basic Requirement? The new project service can be installed on the Default environment of CRM. Now if this confuses you, let me explain. Every CRM environment has a Default CRM Instance associated to it. How to go and check it? Follow the below steps: Step 1: Ensure you have Project Plan 3 or Project Plan 5 license procured. Go to your admin portal and assign the license to your login id. Step 2: Login to https://admin.powerplatform.microsoft.com/ with your admin credentials. Step 3: Click on Environments. Before that ensure you toggle the switch to use “Try new admin centre”. Step 4: On the right-side pane, you will see a default environment mentioned as “Default” in front of the environment name. Click on it to see the URL of the environment. Step 5: Click on the URL to open the environment and below page will appear. Click on Project from the apps that you see.   You will be taken the Active Project view as shown below: Create a New Project In order to create a new project, click on +New Project button mentioned on the Ribbon Control. It will ask you for some basic details like Project Name, Project Manager and Calendar Template. As soon as you save the project, the estimated start date comes up as the current date. Next step is the plan the schedule (WBS) so we will navigate to Tasks. As soon as you click on tasks. It will take some time initially for the first time to connect to the project online services and you will see 3 tabs coming as shown below. Let’s look at each one of them one-by-one. Grid This is where you create your WBS, Assign Resources, Set Duration, Predecessor and many more. As soon as the task is created in the WBS. It creates a similar task on the Board (Explained below). Good Thing: a. We can mark the task as complete in new WBS with Project Service which was not the case in an earlier version (PSA). b. It is connected to the new Project Online Services so we can take advantage of the Project Online features right herewith. c. We can manage the project using the board which is much nice a feature. Needs Improvement: a. Here the Duration and efforts are tightly integrated to each other and in case one changes the other too changes. b. Boards should have allowed adding sprints in them, so we could even do Agile Project Management there. 2. Board This is where you can create tasks, to which the resources can be assigned. You can add Bucket (Swim lanes in Azure DevOps) to manage the state of the tasks. It also manages the progress of the task, Remaining effort, etc. 3. Timeline This is the Gantt Chart view of the tasks based on the efforts entered. What’s not available and when will it be available Currently, only the WBS or the Project Planning Module via Project Online is Exposed for General Availability. The sales extension and the invoicing piece is expected to be announced in Feb’2020. This blog reflects my personal findings and based solely on my experience of using Project Service for the last couple of months. For those who are looking for a platform that can track and manage the entire procedures of sales and project management, I would highly recommend them to try new Project Service as guided above.

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Business Central Wave 2 Features – Section 4

Introduction: In this blog, I will be attempting to provide information about the new Modern Client features of Business Central Wave 2. Pre-requisites: Microsoft Dynamics Business Central Wave 2. Demonstration: Overview of All Business Central Features in Single Click. With the new release of Business Central comes a new feature where users can see all the features of Business Central in a Single Click. On the Dashboard, user can locate a “hamburger” next to Actions on the top right of the screen, when the user clicks on it, a new window is displayed that shows all the features of Business Central according to Profiles (Roles). The screen displayed in the above picture shows All features for “Cronus General Manager” which is personalized for that Role. The screen displayed above shows All features for Role – “Accountant”.   2. Identify your Companies with Badges. When users are working with multiple companies, it is possible that confusion about companies may occur, to keep things clear users can make use of this feature which can be achieved with the following steps:- Step 1: Go to Company Information and change “Company Badge” to “Custom”. Step 2: Select “Company Badge Style” from a range of 10 different colors available as shown below and write a four-letter “Company Badge Text” as shown. Now the user can see the company’s badge as created on the top right corner of the Dashboard. 3. Modern clients only for Business Central Users can work with Business Central in the browser, Windows 10 desktop app, or mobile apps on Android and iOS. With this release, Dynamics NAV Windows Client is no longer available. Windows 10 Desktop App: Mobile App:   Hope this helps!

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Business Central Wave 2 Features – Section 5

Introduction: In this blog, I will be attempting to provide information about the new Modern Client features of Business Central Wave 2. Pre-requisites: Microsoft Dynamics Business Central Wave 2. Demonstration: Filter option fields by multiple values In the below picture, the user wants to apply a filter on an option field “Contact Type” on Customers, but the user can filter the data with either of the two options in Business Central. But with the new Business Central Wave 2 update, users can now filter option fields with multiple values as you can see below. 2. Multitasking across Multiple Pages: It is possible that users want to toggle between multiple pages, this feature was not available before, but it is possible in new Business Central Wave 2 update. Step 1: On the page, find the button highlighted below and click on the button that describes, “Open the page in a new window”. Step 2:  After Step 1 the page will open a new window as shown below. 3. Enter data with Speed and Agility Business Central wave 2 comes with more efficiency and agility,  data is entered with speed and agility, all the processing of fields in a record is done when the user adds a new record. 4. Longer timeout period for the server connection. In earlier versions of Business Central online, the session timeout period was set to 20 minutes. Microsoft has increased this value to two hours so that users are not asked to sign in to Business Central again and again. Note: This feature is only applicable to Business Central Online. For Business Central On-Premises, you can change the timeout in the Client Services tab in Business Central Server Administration. Hope this helps!

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Move database from sandbox to development in D365 Finance and Operations

Hello, In this blog I am going to demonstrate how to move database from sandbox to development environment. In some cases, there might be a situation where you need to debug the code with production data. For this, first we need to move database from production to sandbox with refresh database  in LCS as shown in below screenshot. Then we need to move database from sandbox to development as follows. Steps to move database from Sandbox to Dev Login to LCS and click on Sandbox Environment full details. On Maintain Tab click Move database. To export the Sandbox Database, click on Export Database. 4.  You can find the .bacpac file in Database backup of asset library after successfully executing export command . Download the .bacpac file to development VM. 5. Open SSMS in development server. Before importing the database AxDB you must rename the existing AxDB by the following Script. USE master;  GO  ALTER DATABASE MyTestDatabase SET SINGLE_USER WITH ROLLBACK IMMEDIATE GO ALTER DATABASE MyTestDatabase MODIFY NAME = MyTestDatabaseCopy ; GO  ALTER DATABASE MyTestDatabaseCopy SET MULTI_USER GO 6. Right click on Database, select Import Data-tier Application. 7. Click Next. 8. Change the New database name to AxDB and click Next. 9. Click Next and Browse to the folder where .bacpac is downloaded. 10. Click Finish to import database. 11.  You can see the Steps as follows. 12. Once Import is done, Open Visual Studio and do Full Synchronization.   I hope this blog will help you.    

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