Dynamics 365, Business Archives - Page 3 of 3 - - Page 3

Category Archives: Dynamics 365, Business

Load JSON data from Azure Blob Storage to Microsoft Finance and operation

In this blog we will see how to we can integrate data from Azure Blob storage to Microsoft Finance and operations. In this use case we are updating the data in the finance and operation destination Prerequisite: Azure Blob Storage Azure Finance and operation Step 1 : In this we will create the HTTP Trigger workflow or you can selected any trigger based on requirement. Step 2 : Azure Logic App will read the data stored in the Azure Blob Storage in JSON format. Below is sample JSON format, [    {       “MeterId”:”A001″,       “MeterRead”:”100″    },    {       “MeterId”:”A003″,       “MeterRead”:”300″    }    ] Step 3: workflow logic, It will read JSON formatted data which contains the Meter ID and Meter Reading. Based on Meter ID it will fetch the record id. Using record id Meter Reading data will be updated in F&O. Destination Finance and operation:  Hope this helps!

Share Story :

How to use Contact email and Sent email functionality on Vendor, Customer, and its Contacts?

Introduction: Contact email functionality is used in order to send emails to customers, vendors, and their contacts. Steps to achieve the goal: Go to Customers / Vendor and its Contact page there is action called as Contact By Email Then click on Contact  by Email action. You will be able to get the email based on email address specified in Customer/ Vendor page in Email field. You can see the history of mails send to Customer, Vendor and its contacts. There is action called as Sent Emails action present on list page and also in Card page You will be able to see all the mails which is been send to Customer/Vendor/Contacts You can resend the same mail which is been sent to Customer using Resend action present in Send Emails page. You can also edit the existing mail which you have send earlier and send it with updated one Conclusion: Thus we saw how we can use the Contact email and Sent email functionality in Business Central. Thank you very much for reading my work. Hope you enjoyed the article!

Share Story :

C# Code to retrieve lookup value id from target entity in D365 CE.

Let us consider below example as use case We have Plugin that triggers on Update of Contact Table and wanted to retrieve Customer related to Contacts. Customer is Lookup field on Contact Table. Hence here our target entity is Contact. Code – Entity targetEntity = (Entity)context.InputParameters[“Target”];   Guid ContactId = targetEntity.Id; Using the above code we get the target entity Contact Guid and now we need to retrieve Customer lookup from the target Entity. var cols = new ColumnSet(new String[] { “parentcustomerid” }); Since we only want Customer lookup from Contact hence retrieving only Customer and you can retrieve columns as per your requirement. Entity parententity = service.Retrieve(“contact”, targetEntity.Id, cols); We have stored Retrieved values in parententity. Guid ParentAccount = ((EntityReference)parententity.Attributes[“parentcustomerid”]).Id; And in above step we get the Guid of Customer. Conclusion – This was simple example of accounts and Contacts, you can use the above code(specify the schema name of lookup field you want to retrieve) to retrieve any lookups from your target entity based on your requirement Hope this helps !

Share Story :

Inventory Adjustments in Business central using Inventory Documents

Introduction: To adjust your inventory there is another ability provided by Business central using Inventory Documents. We can do positive and negative adjustments using Inventory Receipts and Inventory shipments respectively. Steps to achieve the goal: First, we need to set up the number series for Inventory Receipts and Inventory Shipments and Posted Inventory Receipts and Posted Inventory Shipments on Inventory setup. 2. Go to Purchase Receipts and assign the Item in line, fill all the required details. You can reopen and release documents, but it is not required. Once you have filled in the necessary information you can post the Inventory Receipts. The item will be adjusted and you can see it in Item ledger entries. Same we can do it by Inventory Shipments when the item is damaged or needs to be return Fill in the necessary details in Inventory Shipments and post them. You can also print the Inventory Receipts, Inventory Shipments, and Posted Inventory Receipts and Posted Inventory Shipments. But the base application doesn’t include any layouts. So you can create your own report and assign it in Report Selections-Inventory according to usage. Posted Inventory Receipts and Posted Inventory Shipments are nonsearchable in order to print the posted documents you need to visit Item Ledger entries -> Document type=Inventory Receipts -> Find entries-> Item Receipt Header and then you can print the Posted Inventory Receipts. 10. Same for the Posted Inventory Shipments go to Item Ledger entries-> Document Type= Inventory Shipments-> Find entries-> Inventory Shipment Header and then you can print the Posted Inventory Shipments. Conclusion:    Thus we saw how we adjust the Inventory using Inventory documents.    Thank you very much for reading my work. Hope you enjoyed the article!

Share Story :

Let’s get started with Azure Function for Dynamics 365 CRM: Part 1

In this blog, we will learn how to create an Azure Function App to connect it with Dynamics 365 CRM and perform the CRUD operation in Dynamics 365 CRM. First, we will create an Azure Function project for Dynamics 365 CRM from Visual Studio, and below are the steps for the same. Open Visual Studio and create a new Azure Function Project. Filter platform as Azure, select Azure Function, and click on Next. Name your project and click on Create button. After clicking on Create, you will get the below screen where you need to select the Trigger and Azure Function v1 (.Net Framework) and click on Create. In my case, the Azure Function trigger will be Http Trigger which means when an azure function will receive an HTTP request it will trigger. Your Azure Project will be created and the following will be the structure of the project. Now, we will create Azure Function to connect with the Dynamics 365 CRM we need to add the required NuGet Package [Microsoft.CrmSdk.CoreAssemblies]. To add the NuGet Package right-click on the Project and click on Manage Nuget packages. Add Microsoft.CrmSdk.CoreAssemblies in your Project. Following is the code to connect the Dynamics 365 CRM. Currently, we are going to use the credential by specifying them in the C# Code or you can use it as constant. Later in the series, we will learn how to use Environment Variable and pass the credential more secure way in Azure Function using Azure Key Vault. [Stay tuned..!!] Now, select the code and Refactor the code and make the connection function that will return the IOrganizationService if the connection is established else return null. Now, the final code will be as below: Now, we will create a customer with a Hardcoded name when the function is triggered with an HTTP request. Update the existing code with the below code: Testing: We will require the API testing tool, here I am using Postman and the following is the link to download “Postman”. https://www.postman.com/downloads/ To test the application, click on the Start button on top of Navbar as mentioned below in the screenshot [Button will have Project Name]. It will take a few minutes to Load the Azure Emulator Following is the screen you will be able to see and copy the URL highlighted in the red below and paste that URL in Postman. Open the Postman and click on the create a new tab; Select request as POST and paste the URL: After pasting the URL, click on Send You will get the following response on the Azure Function Tool and Postman If there any error or issue with the Azure Function code, the request will be failed and will be displayed on both Azure Function Tool and Postman [Status will be “4**” or “5**” ] Now, we will take look at Dynamics 365 CRM environment and check whether the account is created or not. We are justing getting started with Azure Function for Dynamics 365 CRM and stay tuned for more in this series. Upcoming blogs 1. How to use Dynamics 365 Credentials securely using Azures Function. 2. How to create Dynamics 365 integration with Third-party Applications. Many more……

Share Story :

SEARCH BLOGS:

FOLLOW CLOUDFRONTS BLOG :


Secured By miniOrange