Budget Control in D365 Finance allows organizations to enforce spending discipline by validating transactions against defined budgets. Here are the steps to set it up. 1. Navigate to Setup Go to: Budgeting > Setup > Budget control configuration. 2. General Settings 3. Define Dimensions Select the financial dimensions to apply budget control against, such as: If Department + Cost Center are selected, every transaction is validated against that combined budget. 4. Approval Rules Determine the actions when a budget is exceeded: 5. Documents & Journals Specify which transactions should be included in budget checks, such as: It is best practice to include unposted documents (e.g., open POs) to ensure commitments are accurately reflected. 6. Activate Once the configuration is complete, activate Budget Control. From this point, all relevant transactions will be validated against the assigned budgets. Example To conclude, budget Control in Dynamics 365 Finance is straightforward to configure but highly effective in preventing overspending. With the right setup, organizations can gain real-time visibility and strengthen financial governance. For Finance consultants, system admins requiring guidance with setup or optimization, CloudFronts can help you design the right Budget Control configuration for your business. Get in touch with CloudFronts Technologies at transform@cloudfronts.com for assistance.

Microsoft Dynamics 365 Business Central: The Future of Mid-Market ERP Growth The ERP market is undergoing a fundamental transformation, and Microsoft Dynamics 365 Business Central (BC) is at the center of this evolution. Once perceived as a mid-market ERP solution, BC has rapidly matured into a powerful, cloud-first platform capable of supporting not just small businesses but also larger enterprises looking for agility, scalability, and deep integration. The Growth Story Business Central has experienced unprecedented growth over the past few years. Today, it powers more than 45,000 organizations worldwide, doubling its customer base in less than three years. Equally impressive is the growth in active users, which has risen by more than 75% year-on-year, with a particularly strong uptake among organizations with over 100 users—showing BC is no longer just an SMB tool. Microsoft’s investment in global expansion has also paid dividends. With localization support across 160+ countries, BC has become a truly international solution, making it the go-to ERP for businesses seeking consistency across geographies. Drivers Behind the Momentum Several factors are fueling this surge in adoption: A Strategic Shift in Customer Profile What’s particularly notable is the rapid growth of larger customers adopting BC. The number of customers with 100+ paid users has grown by more than 100% year-on-year. This shift highlights BC’s ability to scale and compete directly with larger ERP players traditionally serving the enterprise segment. The Challenges Ahead Despite its growth trajectory, Business Central faces challenges: The Road Ahead Looking ahead, Business Central is poised to play a leading role in shaping the ERP landscape. Its cloud-native architecture, combined with Microsoft’s innovation in AI and global reach, positions it as the ERP of choice for mid-market businesses scaling rapidly—and even for enterprises seeking agility. In many ways, BC represents more than just an ERP system; it’s a strategic growth enabler. By embedding intelligence, integrating seamlessly with the Microsoft stack, and offering flexibility through partners, Business Central is proving that the future of ERP is not just in the cloud—it’s intelligent, scalable, and accessible. To conclude, the story of Business Central is a story of transformation—of ERP systems, of business models, and of organizations embracing agility. For leaders looking ahead, BC is not just a software choice; it’s a growth strategy. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

In Microsoft Dynamics 365 Business Central, users frequently need to generate and review Purchase Order (PO) documents. Traditionally, this process involved downloading PDF files locally and then opening them with an external PDF viewer. While functional, this workflow can be inefficient, especially when reviewing multiple purchase orders. With recent enhancements in the AL language and web client capabilities, it is now possible to preview PDF documents directly within the browser, eliminating unnecessary steps and improving user experience. Additionally, Business Central continues to support direct file downloads for scenarios where saving a copy locally is required. This article presents a customization to the Purchase Order List page, allowing users to select multiple purchase orders and either preview or download their PDF documents using AL code. Functional Overview The proposed solution introduces a new action on the Purchase Order List page titled “Preview Selected Purchase Orders”. This action performs the following tasks: Role of Report Selections Report Selections play a vital role in ensuring flexibility and modularity. Instead of hardcoding specific report IDs, the system determines the report to be used for each Purchase Order based on vendor configuration. Example AL Snippet: This method respects configurations made in the Report Selection – Purchase page, allowing different vendors to use different report formats or layouts for the same document type. AL Implementation Below is the complete AL code for the pageextension object: File Handling Options: Preview vs Download Depending on business needs, developers can choose between two methods: 1. File.ViewFromStream 2. File.DownloadFromStream Output This customization provides two ways to handle PDF outputs for Purchase Orders: 1. For a Single Selected Document When a single purchase order is selected and the action is triggered: 2. For Multiple Selected Documents (Merged into One PDF) Business Benefits To Conclude, by leveraging AL capabilities such as Report Selections, Temp Blob, and the File data type methods, developers can significantly enhance document handling processes in Microsoft Dynamics 365 Business Central. Offering both in-browser preview and direct download options provides users with flexibility and improves overall productivity. This customization is a practical example of how small enhancements can deliver substantial value in day-to-day business operations. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

Everyone wants AI. Few are ready for it.  The question isn’t “When do we start?” but “Are we prepared to get it right?”  Because switching on Copilots without fixing your foundations doesn’t accelerate you. it amplifies chaos.  This article will cover how to fix your foundations for AI so that the AI tools you deploy are accurate and reliable.  Challenges of deploying AI Directly  Some of the common challenges of directly deploying AI on top of your business applications are –   And these issues just render the AI implementation as a failure immediately dismissing trust in using AI at all.  But these challenges can be overcome once the foundations of AI are in place which we’ll discuss in the next section.  Foundation of AI  At CloudFronts, we call this the 3 Pillars of AI Readiness:  Here’s how I sum up the foundation of the systems for AI –  For example, when CloudFronts helped Tinius Olsen modernize their systems, the focus wasn’t just technical uplift. It was about ensuring every business process was cloud-ready so AI models could actually trust the data.   Upgrading from legacy systems And this is the foundation that needs to be had before AI can be implemented at your organization.  Data & AI Maturity Curve by Databricks  Given the above foundations in place for your AI Adoption strategy and choosing the right framework for your implementation, the Data & AI Maturity Curve shown below can be referenced to see where your organization is on the curve and where do you want to get to –   On a high level, the foundation will get you to look back at the data and see what has happened in the past and AI tools can help you get this information accurately.  Further, once trust is established, actions like making the AI predict the future state of operations, prescribe steps and even take decisions on our behalf can be achieved – provided you really want that to happen. It might be too soon just yet.  To conclude, AI success = Foundations × Trust.  Without modern systems, connected data, and governed access, AI is just noise.  But with these in place, every AI tool you deploy whether predictive analytics or Copilots becomes an accelerator for decision-making, not a distraction.  Before you deploy AI, fix your foundations. If you’re serious about making AI a trusted accelerator not a costly experiment start with modernization, connection, and governance. At CloudFronts, we help enterprises build these foundations with confidence. Let’s connect over our email: Transfrom@cloudfronts.com  

Teams is one of the best forms of notifying users about a form submission, in this blog let’s see how we can post new Microsoft Form responses into a team’s channel.  Step 1: Go to https://make.powerautomate.com/  -> Click on Environments on the top left and select the environment you want to create your flow in if you don’t have any environments you can select the default environment.  Step 2: Click on My flows -> New flow and select Automated cloud flow.  Step 3: Name your flow and search for “When a new response is submitted trigger”  Step: 4 Select the form for which you want to send the notification  Step 5: click on new step and search for Forms -> under Actions select “Get response details”  Step 6: Reselect the same Form in the first column of the Get response details action and in the second column you need to add the Response Id which is coming from the first step, you will get through the dynamics content just by clicking on the column.  Step 7: Now add a new step and search for Send Email V2 action. (We are using this action so that we can make our post content in Rich Text Format)  Step 8: You will get all the form files which are coming from the Get response details step, you can add them using the dynamics contents.  Step 9: In the Send Email V2 action you can create your message style it using the Rich text editor, once you are done styling your message click on code view button as shown in the below image.  Step 10: In the code view you will get the rich text message in HTML, copy this code and Delete the Send an email (V2) step.  Step 11: Click on new step and search for compose   Step 12: Rename this compose to Message body and paste the HTLM code of the message body from step 10  Step 13: Now click new step and search for Post message in a chat or channel action.  Step 14:  Fill in the details as shown below, you can post this as user or a flow bot select the teams and the teams channel and paste the output of compose in the message.  Output  Hope this helps 😊!  We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

When working with Dynamics 365, one of the key decisions during integration design is whether to implement synchronous or asynchronous communication. Understanding the differences and use cases for each approach is critical to building reliable, efficient, and scalable integrations. Understanding the Difference When to Use Synchronous Integration Synchronous integration is appropriate when: Advantages: Immediate confirmation, straightforward error detection.Considerations: Can slow down the system if the target application experiences latency, less scalable for high-volume scenarios. When to Use Asynchronous Integration Asynchronous integration is better suited for scenarios where: Advantages: Highly scalable, non-blocking operations, suitable for batch processing.Considerations: Errors may not be detected immediately, and tracking processing status requires additional monitoring. Real-World Examples Decision-Making Approach When evaluating which approach to use, consider these questions: To conclude, both synchronous and asynchronous integrations have distinct advantages and trade-offs. Synchronous workflows provide real-time feedback and simpler error handling, while asynchronous workflows offer scalability and efficiency for high-volume or non-urgent processes. Selecting the right approach for your Dynamics 365 integration requires careful consideration of business requirements, data volume, and system performance. By aligning the integration method with these factors, you can ensure reliable, efficient, and maintainable integrations. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

In many businesses, especially those involved in international trade, it’s common to handle both import and export transactions. To keep records clean and compliant, companies often want to assign separate posting number series for exports and imports in Microsoft Dynamics 365 Business Central. In this guide, we’ll walk you through how to configure and automate posting number series selection based on the sales order type Export or Import helping your business maintain accurate and organized documentation. Business Scenario: A customer requires that: When a Sales Order is created for EXPORT, a specific Export Posting No. Series should be applied. When a Sales Order is created for IMPORT, a different Import Posting No. Series should be used. This allows for easy tracking, filtering, and compliance with customs or internal auditing processes. Steps to achieve goal Step 1: Create Two Posting Number SeriesGo to “Number Series”. Create two new series: SO-EXP-2025 → for Export SO-IMP-2025 → for Import Set appropriate starting numbers, prefixes, and increment-by values. And then create another No series for Sales Order relationship S-ORD-R add above no series in relationship in Sales & receivable setup add the new S-ORD-R Step 2: Create a field add field in page extension and table extension of No series Line. Step 3: Add Logic in the Sales Order Page ExtensionIn your Sales Order page extension, implement logic to check if the selected No. Series is tagged as “Export”. If so, automatically assign the corresponding value from the “Posted No. Series Code” to the “Posting No. Series” field on the Sales Order. This ensures that when an Export-related number series is used, the correct posting series is set without manual intervention. To conclude, setting different posting number series based on whether a Sales Order is for Export or Import is a simple yet powerful customization in Business Central. With a small extension or logic-based workflow, you can automate this process to enhance control and compliance. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

With the 2025 Wave 1 release, Dynamics 365 Business Central becomes even more user-friendly thanks to a smart new feature powered by Copilot: Summarize a Record. This feature allows users to instantly view a plain-language summary of key records, such as customers, vendors, items, and sales or purchase documents. Instead of clicking through multiple tabs or analyzing raw data, you now get a clear, AI-generated overview in seconds. The Summarize with Copilot action reviews all relevant data from a record and provides a quick summary in natural language. Steps to use this feature:Open a supported record (e.g., a customer or sales order). Click on “Summarize with Copilot” which is on right side. Copilot instantly generates a readable summary based on available data. This works seamlessly across environments where Copilot is enabled and enhances the way you interact with Business Central data. To conclude, summarize a Record with Copilot is a perfect example of working smarter, not harder. Whether you’re preparing for a customer call, reviewing a vendor, or checking on an item, this feature gives you quick context without the clicks. It’s one more step toward making Business Central faster, simpler, and more intelligent just like modern business software should be. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

In today’s global manufacturing landscape, businesses need more than just strong products to stay competitive. They need digital operations that connect customers, distributors, and internal teams in different regions. One powerful way to achieve this is by integrating e-commerce platforms with enterprise resource planning (ERP) systems.  This is the story of a 140-year-old global leader in materials testing machine manufacturing that transformed its order-taking process through a Shopify–Dynamics 365 Finance & Operations integration.  The Challenge  With offices in five countries and sales across the UK, Europe, China, India and multiple U.S. territories, this manufacturer had a truly global footprint. Yet, order-taking remained manual and inefficient:  In short: their legacy setup couldn’t keep up with modern customer expectations or their own ambitions for global growth.  The Solution  Over the course of a decade long partnership, we helped the company modernize and digitize its business processes. The centre piece was a seamless integration between Shopify and Dynamics 365 Finance & Operations (F&O), built natively within F&O (no recurring middleware costs).  Key integrations included:  This solution ensured that high data volumes and complex processing demands could be handled efficiently within F&O.  The Results  The change has reshaped how the company works:  Lessons for Other Global Manufacturers  This journey highlights critical lessons for manufacturers, distributors, and global businesses alike:  The Road Ahead  After integrating Shopify with Dynamics 365 F&O, the company has launched a dedicated distributor website where approved distributors can place orders directly on behalf of customers. This portal creates a new revenue stream, strengthens the distribution network, and ensures orders flow into F&O with the same automation, inventory sync, and reporting as direct sales. By extending digital integration to distributors, the company is simplifying order-taking while expanding its business model for global growth.  Ending thoughts  The journey of this global manufacturer shows that true digital transformation isn’t about adding more tools, it’s about connecting the right ones. By integrating Shopify with Dynamics 365 F&O, they moved from fragmented, manual processes to a scalable, automated ecosystem that empowers customers, distributors, and internal teams alike.  For any organization operating across regions, the lesson is clear: e-commerce and ERP should not live in silos. When they work together, they create a foundation that not only accelerates order taking but also unlocks new revenue streams, sharper insights, and stronger global relationships.  In a world where speed, accuracy, and customer experience define competitiveness, the question isn’t whether you can afford to integrate, it’s whether you can afford not to.  What’s next:   Don’t let manual processes slow you down. Connect with us at transform@cloudfronts.com and let’s design an integration roadmap tailored for your business. 

At CloudFronts Technologies, we understand that growing organizations often operate across multiple geographies and business units. Whether you’re working with Dynamics 365 CRM or Finance & Operations (F&O), syncing data between systems can quickly become complex—especially when different legal entities follow different formats, rules, or structures. To solve this, our team developed a powerful yet simple approach: Dynamic Templates for Multi-Entity Integration. The Business Challenge When a global business operates in multiple regions (like India, the US, or Europe), each location may have different formats for project codes, financial categories, customer naming, or compliance requirements. Traditional integrations hardcode these rules—making them expensive to maintain and difficult to scale as your business grows. Our Solution: Dynamic Liquid Templates We built a flexible, reusable template system that automatically adjusts to each legal entity’s specific rules—without the need to rebuild integrations for each one. Here’s how it works: Why This Matters for Your Business Real-World Success Story One of our client’s needs to integrate project data from CRM to F&O across three different regions. Instead of building three separate integrations, we implemented a single solution with dynamic templates. The result? What Makes CloudFronts Different At CloudFronts, we build future-ready integration frameworks. Our approach ensures you don’t just solve today’s problems—but prepare your business for tomorrow’s growth. We specialize in Microsoft Dynamics 365, Azure, and enterprise-grade automation solutions. “Smart integrations are the key to global growth. Let’s build yours.” We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.