The BYOD feature for the Dynamics 365 for finance and Operations was release in 2016, it’s provide feature for the customer to bring their own Azure SQL Database, but the drawback through this was Entity Store only accessible for the inbuilt data warehouse only which means it is not accessible to outside D365. The new feature for the Data Lake Gen2 makes the Entity Store get Sync with Data Lake. Following are the steps to setup the environment. Let’s create the Storage Account for the Data Lake Gen2 Click on the Create Resource and search for Storage accounts and go to the Storage Account and click on Add. Choose the Subscription and Resource group, resource group is the container that holds the resource. Here, we are creating the new resource for our Data Lake. Make sure you select the Location same as your Power BI dataset environment and set the other option as shown below. Once storage account gets created, we can access it from the resource group open the storage account Now let’s take a copy of the connection string since it will be required later, the connection string can be access by going to setting under the storage account. Let’s create the Key vault resource to store the secret and create the secret for the connection string. Secret can be created by going to the key vault by going to the Key under the Settings tab, click on the generate the key. We are creating the secret for the connection string that we have copied earlier, set the value for the connection string as the key that we have copied and click on the create. Once we have created the app secret for the connection the next step is to authorize the user and resource to the request. Here we are going to register app for the authorization of the D365FO environment. To register the app, go to the Azure Active Directory and Select the app registration and click on the new registration. Fill the application name of your choice and redirect URI is set to WEB and select the D365 environment URI as shown below. Once we register the app the next step is to grant the API permission as a part of consent process. Grant all the permission that application should require. From Azure Key Vault select the Permission as user_impersonation which provide full access to Azure Key Vault service. The next step is to create client secret and make sure to note down the value of the app generated since we are going to use that in the D365FO environment. Next is to add the D365FO in access policy list and select the Key and Secret permission to Get and List from the drop down. Once we have added D365FO in access policy list the next step is to add the Application ID and Application Secret of Azure Key Vault in Data connection in D365FO environment, which can be access by going to Module > System administration > Setup > System parameters > Data connections tab. Note:- Make sure if data connection tab is not visible to you which means you are missing some configuration setting during environment setup, to make the data connection tab available we need to check the Value of CDSAMaster in SQL Studio Management Studio. Open SSMS go to the AxDW database and check the value in SYSFLIGHTING for CDSAMaster if not present then insert the value in table. SELECT * FROM SYSFLIGHTING  /*To check the Flightname values*/ INSERT INTO SYSFLIGHTING VALUES (‘CDSAMaster’,1,12719367,5637144576,5637144589,1) /*     CDSAMaster FlightName     1 Enabled     12719367 FlightserviceID     5637144576 Partition     5637144589 RecID     1 Recversion */ Before Update After Updating Once Data connections is added fill the Application ID, Application Secret, DNS name and connection secret name as shown below and make sure to enable the Data Lake Integration. Test the Azure Key Vault and Azure Storage. Note:- If you are getting error 401 which means Azure user in which data lake is hosted has no access to D365FO environment in that case you need to import the user in environment and assign role as Administrator. Create Reports using Azure Data Lake Gen2 Once done with above steps the next step is to configure the storage account, following are the requirement for the Power BI. The storage account must be created in the same AAD tenant as your Power BI tenant. The storage account must be created in the same region as your Power BI tenant. The storage account must have the Hierarchical Name Space feature enabled (Make sure to enable this at time of storage account creation) Power BI service must be granted a Reader role on the storage account. You must have a Global Administrator account, this account is required to connect and configure Power BI to store the dataflow definition, and data, in your Azure Data Lake Storage Gen2 account  As we have created storage account previously lets, grant the Reader role to the storage account, in Azure portal Go to the Storage account > Access control > Role Assignments then click on Add role. Once we assign role to the Storage Account the next step is to Assign the directory level permission to the Storage that we have created. Here we are granting Power BI permission to the file system. We need to get the collection of IDs of the Power BI. Which can get by navigating to the AAD > Enterprise Application > All Application, copy the Object IDs of the Power BI Premium, Power BI Service and Power Query Online. For each Power BI Object that we have collected in previous steps grant the below access for each of the object. Once we granted the access to the storage the next step is to connect your Azure Data Lake Storage Gen 2 to Power BI Go to your Power BI service > Click on Admin portal navigate to Dataflow settings then Select the Connect your Azure Data Lake Storage Gen2 button. The following … Continue reading Develop D365 Finance, SCM and Retail Reports using Azure Data Lake Gen2 →

In D365 CE Apps, you have 2 options to display the currency fields, by symbol or by the currency code. Symbolic representation Currency Code representation Setting With a simple setting, you can apply this change organization wide. Navigate to Settings > Administration > System Settings and under General tab, look for Set the currency display option. Pretty simple! 🙂

Introduction: In this blog, we will see how we can enable/disable or change the visibility of the form control in interaction class. Standard behavior of the form, system does not allow us to write code on form which comes under form template -> List page It Seems like below attached image (Here we will consider form VendTableListPage. Property of form as shown below) Each ListPage form consisting with an interaction class as shown in property, Here it is VendTableListInteraction. Each interaction class has one override method which is selectionchanged() Solution:  Here we will override the method of selectionchanged() as below [ExtensionOf(classStr(VendTableListPageInteraction))] final class VendTableListPageInteractionCFSJSClass_Extension public void selectionChanged() { next selectionChanged(); //for visibility this.listPage().actionPaneControlVisible(formControlStr(VendTableListPage, ), false); //for enable/disable this.listPage().actionPaneControlEnabled(formControlStr(VendTableListPage, true); } For all other ListPage, we can go through interaction class. For reference, go through below mentioned classes: AgreementListPageInteraction BankDocumentTableListPageInteraction CatProcureOrderListPageInteraction CatVendorCatalogListPageInteraction CustBillOfExchEndorseListPageInteraction CustomsExportOrderListPageInteraction CustPDCListPageInteraction CustPDCSettleListPageInteraction CzCustAdvanceInvoiceListPageInteraction CzVendAdvanceInvoiceListPageInteraction EcoResCategoryHierarchyPageInteraction EcoResProductListPageInteraction EmplAdvTableListPageInteraction EntAssetObjectCalendarListPageInteraction EntAssetWorkOrderPurchaseListPageInteraction EntAssetWorkOrderPurchReqListPageInteraction EntAssetWorkOrderScheduleListPageInteraction EPRetailPickingListPageInteraction EPRetailStockCountListPageInteraction EximAuthorizationListPageInteraction EximDEPBListPageInteraction EximEPCGListPageInteraction GlobalAddBookListPageInteraction HcmCourseAttendeeListPageInteraction HcmWorkerAdvHoldTableListPageInteraction InventBatchJournalListPageInteraction InventDimListPageInteractionAdapter JmgProdStatusListPageInteraction JmgProjStatusListPageInteraction PCProductModelListPageInteraction PMFSeqReqRouteChangesListPageInteraction ProdBOMVendorListPageInteraction ProdRouteJobListPageInteraction ProdTableListPageInteraction ProjForecastListPageInteraction ProjInvoiceListPageInteraction ProjInvoiceProposalListPageInteraction ProjProjectContractsListPageInteraction ProjProjectsListPageInteraction projProjectTransListPageInteraction ProjUnpostedTransListPageInteraction PurchCORListPageInteraction PurchCORRejectsListPageInteraction PurchLineBackOrderListPageInteraction PurchReqTableListPageInteraction PurchRFQCaseTableListPageInteraction PurchRFQReplyTableListPageInteraction PurchRFQVendorListPageInteraction_PSN PurchRFQvendTableListPageInteraction PurchTableVersionListPageInteraction ReqTransActionListPageInteraction ReqTransFuturesListPageInteraction ReqTransListPageInteraction RetailOnlineChannelListPageInteraction RetailSPOnlineStoreListPageInteraction ReturnTableListPageInteraction SalesAgreementListPageInteraction SalesQuotationListPageInteraction SalesTableListPageInteraction SysListPageInteractionBase SysUserRequestListPageInteraction UserRequestExternalListPageInteraction UserRequestListPageInteraction VendEditInvoiceHeaderStagingListPageInteraction VendNotificationListPageInteraction VendPackingSlipJourListPageInteraction VendPDCListPageInteraction VendPDCSettleListPageInteraction VendProfileContactListPageInteraction VendPurchOrderJournalListPageInteraction VendRequestCategoryListPageInteraction VendRequestListPageInteraction VendRequestWorkerListPageInteraction VendTableListPageInteraction VendUnrealizedRevListPageInteraction Thanks for reading !!!

Introduction: In this blog, we will learn how to change the colour of selected record of the Grid. Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking any record, it should get highlighted. Steps: There is a Screen on which there a Editable grid of custom Entity Objective. To Create an Editable Grid refer to the following link. https://www.cloudfronts.com/create-an-editable-grid-view-in-powerapps/ To add Lookup Fields in the Grid refer to the following link. https://www.cloudfronts.com/add-lookup-fields-in-an-editable-grid-using-powerapps/ This is the grid without highlighting any record. To change the colour of selected records, update the TemplateFill Property: TemplateFill property of the Deactivate Button: Set Gallery.TemplateFill =  If( <Guid of record> = <Selected Record GUID>, Color, Color  )   For eg: BrowseGalleryObjectives.TemplateFill= If( Objective = BrowseGalleryObjectives.Selected.Objective, RGBA(220, 231, 238, 1), RGBA(0,0,0,0) ) This is the grid with highlighting record. Conclusion: Hope above Blog helps you change the colour of selected record of the Grid.

When we create purchase order using planned order its default approval status will be approved as displayed in screenshot. To change that status to draft write following code where we will change its status to draft and further code to is to remove version of purchase order which necessary to make delete button enabled on purchase order form code:- /// <summary> /// extension of class: ReqTransPoMarkFirm /// </summary> [ExtensionOf(classStr(ReqTransPoMarkFirm))] final class ReqTransPoMarkFirmCFSClass_Extension {     public container conPurchOrders;     /// <summary>     /// updatePurchTable     /// </summary>     /// <param name = “_purchTable”>_purchTable</param>     protected void updatePurchTable(PurchTable _purchTable)     {         conPurchOrders += _purchTable.PurchId;         next updatePurchTable(_purchTable);     }     /// <summary>     /// purchTablePostProcessing     /// </summary>     protected void purchTablePostProcessing()     {         next purchTablePostProcessing();         for (int i = 1; i <= conLen(conPurchOrders); i++)         {             PurchTable purchTable = PurchTable::find(conPeek(conPurchOrders, i), true);             if(purchTable.RecId)             {                 ttsbegin;                 //delete the version created for po                 PurchTableVersion purchTableVersion = PurchTableVersion::findLatest(purchTable.PurchId, purchTable.DataAreaId, true);                 if(purchTableVersion.RecId)                 {                     purchTableVersion.delete();                 }                 purchTable.ChangeRequestRequired = NoYes::No;                 purchTable.DocumentState         = VersioningDocumentState::Draft;                 purchTable.update();                 ttscommit;             }         }     } } I hope this will helo you,thank you

When we create purchase order using RFQ its default approval status will be approved. To change that status to draft write following code where we will change its status to draft. create new class and add following code class CFSPOStatusRfq {     [PostHandlerFor(classStr(PurchAutoCreate_RFQ), methodStr(PurchAutoCreate_RFQ, endUpdate))]     public static void PurchAutoCreate_PurchReq_Post_endUpdate(XppPrePostArgs args)     {         //PurchTable  purchTable = args.getThis(‘purchTable’);         PurchAutoCreate_RFQ purchReq = args.getThis() as PurchAutoCreate_RFQ;         PurchTable  purchTable, purchTablenew;         purchTable = purchReq.parmPurchTable();         ttsbegin;         select forupdate purchTablenew where purchTableNew.PurchId == purchTable.PurchId;         if(purchTablenew && purchTablenew.DocumentState == VersioningDocumentState::Approved)         {             purchTablenew.DocumentState = VersioningDocumentState::Draft;             purchTablenew.update();         }         ttscommit;     } }

Introduction: We recently noticed the Power Automate Trigger body showing a date prior to the date selected in CRM. This behavior was not expected because the field was set to Date Only and so the time zone would not cause this problem. However, after discussion we found that : The behavior of field was set to User Local and so when this field will be set it will be seen as per the user time zone settings as Power Automate processes the Date in UTC Format. All existing date/time fields in CRM are set as User Local by default. Given below are the two approaches by which we can get the proper date in Power Automate. Approach 1: Create a new field in CRM with Format and Behavior set to Date Only. The date for this field will be correctly captured by trigger in power automate. Approach 2: Create a formula in Power Automate to add 1 day to the date coming from CRM, using add days expression. Adddays(parameter from which date is coming from, number of days to add, format of date[optional]) Eg: addDays(triggerBody()?[‘Fieldnamexyz’],1) Conclusion : The above workaround can help rectify the Date in Power Automate.

Introduction: In this blog, we will learn how to Enable multiple records as active or inactive record. Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking the Deactivate or Active Button on top of the Grid, it should Deactivate every record which is selected through the checkbox which is there on every record of the Grid. Steps: There is a Screen on which there a Editable grid of custom Entity Objective. To Create an Editable Grid refer to the following link. To add Lookup Fields in the Grid refer to the following link. This is the grid with a checkbox.  To Deactivate or Activate selected records, first create a Collection: OnSelect property of the Deactivate Button: When we select the Deactivate Button, it will collect all the records where the Checkbox is selected. To Deactivate the records from the CDS, set the OnSelect property of the Deactivate Button to the following formula: OnSelect property of the Deactivate Button: Combine the Whole formula in the OnSelect property of Deactivate Button : For eg: DeactivateSelectedRecord.OnSelect =  Note: For Activating the record just replace the Inactive to Active in the Patch Formula Conclusion: Hope above Blog helps you Activate, Deactivate multiple records of CDS from the Grid.

Overview: As we are aware that Financial Dimensions are available for user to identify the posting routine of payments, sales, purchases etc in the ledger account. These values are selectable / mandatory at all checkpoints on D365 FNO. However, in retail we would have to configure the financial dimensions in Retail Store or Payment Methods of retail store. This will help user to identify the posting routine with details of the transaction. If financial dimensions are not mapped then posting will happen but it will be posted as entry without dimensions as below images. Without Financial Dimensions: With Financial Dimensions: To configure Financial Dimensions: Payment Methods: Goto Retail and Commerce > Channels > Stores In Action Tab > Set Up > Payment Methods Select Desired Payment method and in details tab you can find Financial Dimensions 2. Stores: Goto Retail and Commerce > Channels > Stores And select desired store that you want to set the default dimensions on the bottom as shown in the image. (Note: Enabling this will overwrite the Financial Dimensions that were enabled on payment methods as this will be set as Default Dimensions for all types of transactions.) Thanks! Hope this was helpful!

Introduction: Searching Power Automate connectors for Send Email Step available in Workflow? Follow the below steps to send Email from Power Automate . 1)Go to Common Data Service(Current Environment)Connector. Select Create a new record, Entity: Email Messages Add Activity Party Attributes, Email Body, Subject and set regarding. 2) Once Draft Email is ready, add Action Perform a bound action from Common Data Service( Current Environment)Connector. Entity name – Email Message Action name – Send Email Item ID – This will be the GUID (unique ID) of the record to send. (Note: Here, we will provide the Email message ID of the Draft email created in Step 1. IssueSend – This is a No/Yes option list. Set this to “yes” for the email to send. Conclusion: We can replicate the Send Email functionality of Workflows in Power Automate easily.