Introduction: ERP solutions are complex and hence it is significant for any enterprise to analyse the necessity and extract the complete understanding of the solution so as to derive the full benefits of it internally before it decides to deploy one. Having said this, Microsoft Dynamics 365 is one such platform which rather offers a clarity on the solutions. Microsoft now offers two ERP based solutions on Dynamics 365 Platforms. D365 Business Central D365 Finance & Operations The companies planning to implement D365 ERP need to choose prudently which product will suit their business requirements or best, consult their IT partner for the same. Here is the table comparison of two products which will help the decision makers to take the right decision. I have listed down product features with a general comparison view so that it is easier to understand them in a better way. General Comparison: Product/Feature D365 Business Central  D365 Finance & Operations Multiple Legal Entities Yes Yes Intercompany Postings and Consolidated Statements Yes (only within same country/localization) Yes Complete ERP with – Finance (AR/AP), Manufacturing, Logistics, Inventory, Warehousing Yes Yes Supplier Evaluation Module No Yes Quality Management Module No Yes PowerBI Embedded for Analytics No Yes Dynamics 365 Talent (Core HR, Attract, Onboard) No Yes Dynamics 365 Sales with Integration to ERP No Yes Dynamics 365 Customer Service No Yes Dynamics 365 Marketing No Yes Dynamics 365 Social Engagement (Facebook, Instagram, Twitter, etc) No Yes Dynamics 365 Customer Satisfaction Surveys No Yes Dynamics 365 Customer Support Portal No Yes Mobility (Apps for iOS/Android) Yes Yes Browser-based (Chrome, Edge, Safari) Yes Yes Dev and Production Environments Only Production Yes Minimum User License requirement No Minimum 20 Licensing Cost (US $ per user/month) $100 $200  Module Wise Comparison   D365 BC D365 FOE General Customer Type Small to Medium Medium to Large Deployment Period Short Long   Financial Management Auto Elimination Accounting – Available Consolidation Available Available Budgeting Available(Basic) Available(Advanced) Budget Control – Available Fixed and Variable allocations Available Available Ledger Allocations – Available Fixed Assets Available Available Cost Accounting Available Available Multicurrency Available Available Financial Dimensions Available (Upto 8 dimensions) Available (Unlimited) Multi-company Available Available Multi language Available Available Bank Reconciliation Available Available Electronic Funds Transfer Available Available Global Chart of Accounts – Available Multiple Posting Layers – Available Supply Chain Management Sales Orders Available Available Returns Management Available Available Sales Tax Available Available Purchase Orders Available Available Requisitions Available Available Serialized inventory Available Available Bins Available Available Assembly Available Available Inventory Transfers Available Available Procurement and sourcing – Available Global Customer & Vendor – Available Global Products – Available Advanced Warehouse Management License Plate Tracking – Available Basic Warehousing Available Available Aisle, Rack & Shelf – Available Transport Management – Available Quality Management – Available Warehouse Monitoring – Available   Production Basic Production Available Available Process Based manufacturing – Available Lean manufacturing – Available Multi Plant & Multi Schedule Planning – Available Human Resource Employee Master Available Available Recruitment Process – Available Attendance – Available Payroll – Available Performance – Available Training – Available Skill Sets – Available Project Management Job Costing Available Available Project Accounting – Available Employee Timesheets Available Available Employee Expenses – Available Schedule Board – Available System-wide Capabilities Office 365 Integration Available Available Microsoft user interface Available Available Workflows Available Available Web/mobile client Available Available E-mail Integration Available Available Document Management Available Available

Introduction: I have worked on several D365 Retail implementation projects. The largest one being for one of the clients in South Asia who was a sports goods retailer and owned several stores across the region. Just in case any body needs introduction, Dynamics 365 for Retail provides mid-market and large retailers with a complete head office and point of sale (POS) solution that includes support for online and brick-and-mortar stores. It can help retailers increase financial returns, improve service, manage growth, reach customers, and streamline efficiencies. A lot of retailers approach us with the requirements related to the induction of Coupons in Retail stores. It is a set up that is done to provide coupon in Retail stores. For this, I have decided to list down detailed process of the Store code set up Manual. Store Code Set up Manual Process: Step1: Create Barcode Mask Character for Coupon Code: Step 2: Create a New Barcode. Mask set up. Keep the type as Coupon. Step 3: Create Bar Code for Coupon. Assign the Mask ID which was created in step 2. Step 4: Create Number Sequence for Coupon Code ID and Coupon Number. Step 5: Set the Retail Parameters for Coupon. Assign the Mask ID that was created. Step 6:  Create a New Discount. Mention the discount Price, Products in Lines, Price group, Valid Discount Account and enable coupon code required. Step 7: Create a new Coupon. Mention the usage limit, usage type, associate discount to the coupon, Create a new line for coupon. Activate the Coupon. The Barcode will be generated. Make a note of the Barcode.   Next, To Redeem the Store Coupon Code: Scan the product that is under Discount. Scan the Barcode or Manually inter the Barcode. The discount will be applied to the product along with the discount name. Make Payment. This is it! Hope the above information helps! 😊

Introduction: A very handy approach for admins and users of Dynamics 365 who want to bulk clean up field values – And just selecting them in Bulk Editing them as shown below doesn’t help!! So here’s the scenario – You want to clear the selected records for their Credit Score field. Because primarily, you can commonly put a value in a field using Bulk Edit, but not clear the value. Workaround: What you can do instead, create a quick and simple workflow to clear the field. 1. Create an On-Demand workflow on Contact entity with an Update step for Contact 2. In the Update step, point to the field and then select the Operator on the right hand side to select Clear. 3. Make sure the Clear appears on the field you want to Bulk Update. 4. Once done, save and Activate the workflow. Run on the selected records you want to clear at once. 5. The values will not be cleared for these records. Hope this helps!

Introduction: This blog explains how we can add files from D365 Portal directly into SharePoint which was long awaited feature missing from Portals. Below are the Steps: Step 1: Set up SharePoint integration from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select the name of the portal for which you want enable SharePoint integration, and then select Manage. 3. Click on Set up SharePoint integration –> Enable SharePoint integration. 4. Click on Enable button it will then ask you to sign in again. 5. Enter D365 CE (MS CRM) credentials to sign in again. 6. Click on Accept to grant the required permissions. 7. You will get the below message. Step 2: Enable document management for entities (Customization in D365 CE) NOTE: If document management is not enabled already then follow below steps. Go to Settings –> Document Management –> Document Management Settings Select entity Click on Next and Finish. Step 3: Configure the appropriate form to display documents We need to add Document Location subgrid in the form which will get displayed in portal. (NOTE: Add subgrid on Edit form to edit the record in portal only.) Step 4: Creating and Assigning Entity Permissions. 1. Create entity Permission of Scope “Global” for Case (Incident) Entity. 2. Click on “+” to Add Child Entity Permission for “Document Location”. 3. Click on “New”. 4. Enter below details. Entity Name: Document Location Scope: Parent Parent Entity Permission: Case_Global(Select the name of parent entity from lookup) Parent Relationship: Select the name from drop down. Select all the Privileges. 5. Save the record. 6. Your Global Entity Permission should look like below. 7. After Creating Entity Permission successfully assign web role to the entity permissions. Sign in to Portal 1. Open any Case record. 2. You can see Document Section below from where you can “Add files” or Create “New folder” 3. Click on “Add files” button you are shown a pop-up window from where you can choose the files to upload. 4. You can see the New Folder is created in SharePoint for that Particular Case and file is also uploaded inside respective folder. 5. Click on “New Folder” to create new folder this will get created inside the parent folder “Case_CaseGUID” in SharePoint. 6. From portal you can go inside the folder and then upload files which gets uploaded inside the respective folder in SharePoint. “Add Files” in newly created folder. New Folder and Files in SharePoint.

Introduction: This blog explains the steps on how to enable OnDemand Workflow in D365 CE UCI Apps. Scenario: After clients are upgraded to D365 CE V9 version, Users are unable to use Classic App functionality to run OnDemand Workflows which was showstopper since it was routine task and much needed functionality. Steps: Below are steps to be performed for enabling functionality 1. Admin user should enable the “Microsoft flow” option for all the users. Below are the steps: Navigate to the ‘users’ in Office 365. Post navigation, open a specific user. Enable license for “Flow for Dynamics 365” in D365 CE Plan. (below screenshot for reference). 2.  Enable setting to Show Microsoft Flow in Sitemap. Navigate to Settings → Administrator →System Settings by System Administrator Role User. Open Customization Tab and Enable Microsoft Flow option. 3. Navigate to any Entity below screenshot for Account. Open Account Entity record. Navigate to Flow button on Ribbon and expand options, you will view all OnDemand Workflow for Entity under Run Workflow header. Conclusion: This is how enabling Microsoft Flows setting on specific environment allows Users to run OnDemand Workflows in UCI Apps of D365 CE. Hope the above process helps!

Introduction: In this blog we will see how we can create folder structure in SharePoint for Leads when the record is created in CRM using MS Flows Pre Requisites: SharePoint Integration must be enabled for the required entities Implementation Step 1: Here in our Flows we have used “Create of a record(Leads)” as trigger condition. Step 2: Then we create the folder structure in SharePoint using the “Create File” action Here we will create a text file which can be deleted later if not required. Folder Path: /Lead/Topic_toUpper(replace(triggerBody()?[‘leadid’],’-‘,”)) Here “Topic” is Dynamics value and for the record ID copy paste the expression written above in the Expressions tab and add it at the end of the Folder Path. After we have created the folder structure if the file is not required we can delete the text file by adding the delete step as shown below Step 3: We will also store the Folder ID in a variable “FolderId” to use in the later steps Step 4: Now we will create the same folder structure in CRM (Document Location) Here for the parent site or Location we have we have added the GUID of the Parent Document Location site for Leads. We can get this from the URL of the Parent Document Location record from Advanced Find (Document Location Entity) Lead document location record URL: https://org.crm8.dynamics.com/main.aspx?etc=9508&extraqs=%3f_gridType%3d9508%26etc%3d9508%26id%3d%257b1957C431-5F15-E911-A96F-000D3AF29269%257d%26rskey%3d%257bF5B008AC-07D9-4554-8509-2C05767BFF51%257d&histKey=17520860&newWindow=true&pagetype=entityrecord&rskey=%7bF5B008AC-07D9-4554-8509-2C05767BFF51%7d#371473802 Step 5:  Similarly we can also create sub folders within the main folder as per the requirements Hope this Helped!

Introduction: In this article we will read on how to hide a table or column in Power BI Web Service. Scenario: I have a Power BI Report with 3 Tables; Orders, People and Returns. I want to hide People table when I am publishing the Power BI Report on Power BI Web Service. Steps: Open Power BI desktop file. Right click on the table or column you want to hide Select Hide. Voila! You are done. The Table People we not be visible in the Fields section of Power BI Desktop file. You can find the table in the Modelling view as a Grey table.

Introduction: A field group in table or table extension objects defines the fields to display in a drop-down control on pages that use the table and fields that display when these pages are shown in the tile view. Syntax of fieldgroup is as follows: fieldgroup(<Name>;<Field>) <Name> : It can be either Dropdown, so as to define the set of fields to be included in drop down view or it can be Brick to define the set of fields to be included in a tile view. <Field> : Here, all the fields to be included are specified each separated from the other one by comma. Pre-Requisite: Microsoft Dynamics 365 Business Central Solution: In Business Central, when using the table extension objects one or more fields can be added to the fieldgroup using the ‘fieldgroups’ control. It can be done by using the addlast keyword.Its syntax is as follows: addlast(<Name>;<Field>). In the example below, I created a table extension object in which I have added a new field. I have added that field in the fieldgroup using the syntax mentioned above. Conclusion: Thus, using the above syntax the fieldgroup control can be added to the table in Business Central and even the existing fieldgroup can be modified to add new fields.

Introduction: Difference in configuration of Role Center between Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central. Pre-requisites: Microsoft Dynamics NAV Microsoft Dynamics Business Central Solution: In Microsoft Dynamics NAV After creation of Role Center. When assigning the Role Center Page to the User the following process is followed. 1. Creating a new Profile in NAV for the and assign the Role Center Page ID . 2. Assigning the User Profile in User Personalization. In Microsoft Dynamics Business Central: 1. Creating a new Profile in Business Central for the required Role Center and assign the Role Center Page ID. 2. Selecting the User Profile directly in the Settings. Conclusion: This is the difference when configuring Role Center Page in NAV and Business Central

Often, when a real-time workflow is being executed in the background, users don’t know how long it will take for the processing to finish. setFormNotifications in D365 v9 come handy! Scenario Here’s how I put my scenario – I call the Real-Time workflow using JS, example, on change of a certain field or the JS being called from the Ribbon button. The JS will trigger the Real-Time workflow I have. Now, while the Real-time workflow is running, the user doesn’t know it has been called and should the user retry the same action? Here’s when the form notification is vital. While the processing is happening, the message will remain as a notification on the form. Once the processing is complete, the notification will be cleared. JS Implementation: For the JS code implementation, the function to call the workflow needs ProcessJS which is available on https://github.com/PaulNieuwelaar/ So on the Form, I’ll add my file after ProcessJS file. Here’s the Account Form code I wrote. I created a JS file to call the Real-Time workflow. In the above code, the Xrm.Page.ui.setFormNotification(Message, Type of notification, Unique Identifier); This will set the notification. Page.ui.clearFormNotification(UniqueIdentifier); will clear the notification from screen. Using this, When the Process enters in Processing mode, the message is shown on screen as “Please wait while processing”. And once the execution is finished successfully, the notification is cleared. Similarly, you can even use this approach for WebAPI calls and have clearFormNotification set in the Success/Failure callbacks. Hope this helps!