Record Deletion Tool in Business Central
Introduction: After a successful Go-Live in Business Central, we somehow need to delete a record from Backend. There is no way of doing this until you write a code to delete the specific record. I also had a word with Microsoft Support Team who recommend taking this approach. Thus I have created a Generic Record Deletion Tool where you have to put your Table Number and Primary Keys to delete the specific record. Record Deletion Tool : https://github.com/olisterr/Data-Deletion-Tool/blob/master/Report%2050199%20DataDeletionReport.al Pre-requisites: Microsoft Dynamics Business Central Books & References: https://forum.mibuso.com/discussion/6922/how-to-setrange-and-find-a-record-with-recordref-datatype Demonstration: NOTE: This tool is available for free without any warranties. Use it at you own risk. 1. Global Search for the Tool: Searching for the Record Deletion Tool 2. Filter records by Table No. and Primary Keys: Filling in the Table No. and Primary Keys 3. During Record Deletion: Shows the Record Deletion Confirmation 4. After Record Deletion: After the Record is Deleted. Conclusion: This Record Deletion Tool I have added as an extension to Olof Simren’s Data Deletion Toolkit (https://github.com/olisterr/Data-Deletion-Tool). This tool can be used after Post Go-Live to delete a record in Business Central Production Environment. Also, it can help you browse through the Table Data inorder to find a record. Hope this is useful to you. Let me know in comments.
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Error “A reference to ‘xyz ‘ is required to compile this module” solution
Many of the time while building project/solution we came across the “reference is required to compile this module error”. The reason behind this error is that your module’s reference package is missing the required package. In error itself, the missing module can be rectified as shown for example in following screenshot reference to “SourceDocumentationTypes” is not made. Now you have to add a missing reference to your module as follows: Select Update model Parameters from Dynamics 365 >>Model Management>>Update model Parameter Now select the required model name from the model list and click on Next. Now make sure to select the checkbox in front of a required reference from reference packages (In our case SourceDocumentationTypes reference was not there ) and click on next. Now click on finish. Now after attaching a reference to the package build package/Solution and you have solved your error.
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Store ‘Today’s Date’ in a field to use in workflow conditions in MS CRM
Most of us need this in our workflow conditions to check against – to have today’s date handy and then use them in If conditions in workflows. But, the filter in If conditions in workflows don’t let you dynamically select On or after ‘Today’. And when you want to compare to today’s date on selection of On or After, you are forced to enter a date and not dynamically select Today. To overcome this, here’s what you can do to simply store Today’s Date in all records. Calculated Date and Time field So workaround this, you can simply create a new Date and Time type of Calculated field to store the current date and use it in your workflow conditions or wherever you need it. Make sure the type of the field is Calculated and then, Edit the criteria. Select Now() function to set the value of the field. And the final criteria condition will simply look like the below Once you save and publish all your changes, you’ll see that the field is automatically populated with today’s date. Using in Workflow Conditions Now, you can use the same in the workflow conditions as shown below – and you should be able to use this in your workflow conditions which could look like this Hope this quick workaround comes handy!
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How to set the interaction between visual in Power BI
Power BI provides interactive features that allow for easy navigation and filtering of the visual on click. But, we can also set the interaction between the visuals. We can have some of the visuals default to a filter functionality whereas other visuals use the highlight method. Type of Interaction No-way – no interaction between visuals One-way – interaction occurs from one visual to another, but not in the reverse direction Two-way – interaction occurs between one visual and another in both directions How to set the interaction? Go to the Edit Interactions button on the Format tab of the ribbon in Power BI Desktop. Once you click the Edit interactions button, you can now edit the interactions between the different visuals. As we can see for the Day wise Revenue card we disabled the interaction for the Month range filter and for Total Month Revenue we disabled interaction for the Day range filter. As if we select the day from the dropdown filter we can see that there is no change in Total Month Revenue. Hope this helps!
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Unable to login to Outlook Client with MFA? Enable Modern Authentication
Modern authentication in Exchange Online enables authentication features like multi-factor authentication (MFA). Modern Authentication is by default enabled in Exchange Online and Outlook 2013 or later supports Modern authentication. I got this issue from one of my clients that the users are unable to login to Outlook after they enforce Multi-Factor Authentications for the users and as the users were using Office 2016, I haven’t thought of checking the modern authentication and it is already enabled in Outlook 2013 or later. But then it might be the possibility that somehow, they have disabled it. Of course, they were able to login to Outlook mobile as this will always use modern authentications and it doesn’t depend whether you have disabled modern authentication for Exchange Online. There was a workaround to create an App password to login but then why not modern authentication. So, let’s see how I enabled modern authentication through PowerShell. Connect to Exchange Online PowerShell. Set-ExecutionPolicy RemoteSigned $UserCredential = Get-Credential $Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://outlook.office365.com/powershell-liveid/ -Credential $UserCredential -Authentication Basic -AllowRedirection Import-PSSession $Session -DisableNameChecking 2. Run the following command to enable Modern Authentication connection to Exchange Online by Outlook 2013 or later clients. Set-OrganizationConfig -OAuth2ClientProfileEnabled $true 3. Some organizations might have the requirement to disable modern authentication connection to Exchange Online by Outlook 2013 or later clients. Run the following command to disable the same. Set-OrganizationConfig -OAuth2ClientProfileEnabled $false 4. To verify that the change was successful. Get-OrganizationConfig | Format-Table Name,OAuth* -Auto I hope the above steps will be able to resolve the issues whenever the user is unable to login to Outlook client with Multi-Factor Authentication.
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How to Sync Slicer in Power BI?
This blog will explain how to synch Slicer in Power BI desktop. In slicer syncing, all the pages where slicer has been applied will get synchronized. How to apply slicer syncing? Step1: Select “Date Selection” slicer > Open View Menu > Click “Sync slicer”. Step 2: When we click on slicer syncing it will open the setting for the slicer. Based on our requirement we can select the different combinations to apply slicer and it will get synch across all tabs. Hope this helps!
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Remove Duplicate in Power Query
One can make better and faster-informed decisions when they use Microsoft Power BI Integrations. The business data that is there on your systems have a lot of information that can help you to scale up your business. You can unlock its true potential when you use business intelligence software. Microsoft is the leading company when it comes to creating products that help a business to expand beyond leaps and bounds. It is easy to learn and use. But, unfortunately not many people struggle with the software once they install it as they do not know how to use it. For example, removing duplicate in power query might look like a real struggle if you do not know how to do it. In this blog, we are going to see how to remove duplicate from the column using Power Query, as we know that we can directly apply a transformation on the column and then use remove duplicate. But there is situation when remove duplicate does not work. Situation 1:- Consider the following scenario, we have the same GUID but the case is different in that case duplicate will not get removed. Solution:- Power Query is case sensitive language here both abcdefg123 and Abcdefg123 are considered as different. If you are going to do remove duplicates despite their case of letters, then you have to apply a transformation to change them all to one case; either UPPERCASE or lowercase. Situation 2:- In other scenarios sometimes we have data with leading or trailing space is present so changing it to UPPERCASE, you would still have the extra space, which makes the two texts differ. So, to deal with that we have to use Trim Transformation to remove extra space.
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How to set the default value in Report filter pane?
Microsoft Power BI Integrations, in a nutshell, is nothing but a Power BI (business intelligence) software that provides a business analytics solution. It helps companies to visualize their data and to share observations and insights across all the departments in the organizations. Management teams can make crucial decisions based on the information that comes from these reports. Your decision making is going to be a lot better and faster when you use this particular software. In other words, it is going to make the life of every employee better as they can see where they are doing well and where exactly they need to improve. Companies can scale up high using the data. Here’s everything that you would want to learn about this product In this blog, we are going to see how to set the default value for value in report filter pane in Power BI. Sometimes we came with a requirement to set default values in a day filter to Current Month as default. Since we cannot use DAX in report level filter directly but we can work around this issue in the following way by creating the following DAX Default Filter = IF(MONTH(Calendar[Date])=MONTH(NOW()) && YEAR(Calendar[Date])=YEAR(NOW()),”This Month”,””) You can drag the filter in the report level filter and select the value as “This Month”.
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Overbooking Bookable Resources in D365 PSA v3
Mircosoft D365 Project Service Automation is a product that unites technology, processes, and people together in streams such as sales, billing, resourcing and delivery in a company. Thus, a business can scale up high when they use this particular software. They can complete the project on time and within the budget as a result of using this product from Microsoft. Businesses can accelerate the maturity of their professional services when they use this software. Managing the project becomes easy for the management team and the project managers. Learning and using software is also pretty easy. It does not take a lot of time to master this product. Here are some details of how this software will help your company: While booking resources, you often don’t pay attention to how much capacity the resource has. Or rather, you are aware, but you want to book the resource anyway (only to change later on, which I don’t recommend.) In that case, if you are trying to overbook a resource out of their capacity, you are treated with this message below – Why this occurs? This is because of the Work Hours defined for the Resource. Rather, what Work Hour Template is assigned to that resource. Now, let’s say, you are trying to book someone for 8 hours on top of their already booked 2 hours If you switch to the Hours view, you’ll see the availability marked by white cells. Grey meaning, unavailable. Remember, this is even said in the error message when you tried to click Book. Alternative Of course you can do this, but you should have a very strong reason to overbook resources. 🙂 Switch to Evenly Distribute Hours to allow the resource to be booked on top of the existing one. And this should be fine, but it will appear in red indicating that the resource is overbooked. Say, 10 hours (on top of already booked 2 hours) – exceeding the 9 hours total limit. Suggested You should rather Propose Book the resource, this way, the booking will exist and won’t bloat the schedule board. And then, you can decide later to do something with it. Front Load – Proposed Now with combination of Front-Load and Proposed, you should be able to Book for only the remaining capacity Evenly Distributed – Proposed With Evenly Distributed Proposed, you should be able to exceed the capacity and even Propose for the full time you want. Hope this quick tip helps! 🙂
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Multiple Production Tenant in Dynamics 365 Business Central
Introduction: In this blog, how multiple Production Environment works. Prerequisites: Microsoft Dynamics Business Central Yammer subscription( to refer the yammer links ) Books & References: https://www.yammer.com/dynamicsnavdev/threads/360051585302528 Demonstration / Solution: 1. Creation of multiple Production Tenant and Login: Creating a Production Environment with different Localization When system is Preparing a Production Environment When you Login in https://businesscentral.dynamics.com, the system asks you to select the environment to log in If you use the https://businesscentral.dynamics.com/<PRODUCTION ENVIRONMENT NAME>, it directly takes you to the respective environment. 2. How licensing works for multiple Production Tenant.: As per Licensing for October 2019 which states that only One Production Tenant is available. Business Central October 2019 Licensing Guide – Default Subscription Capacities After a conversation back and forth it was clarified that the licensing will be actually updated by April 2020 Wave 1 Release Refer: https://www.yammer.com/dynamicsnavdev/threads/360051585302528 Taking a level further as per discussion with, we, at CloudFronts have envisioned using multiple localization Production Tenant and then consolidate the Financial Reports. 3. How to leverage Intercompany – multiple localization Production Tenant and then consolidate the Financial Reports: For now, the consolidation of multiple legal entities in multiple Production Tenant is in backlog with no ETA provided. Let us see if we can do it manually in some way. Conclusion: Thus, this blog was just to give information about multiple Production Environment deployments, Default Subscription Capabilities and Intercompany consolidation of multiple production environments. I shall try to manually consolidate multiple production environments in my upcoming blogs.