In this blog, I am going to showcase how to create and post statements manually in D365 retail. In Dynamics 365 Commerce, the statement posting process is used to account for the transactions that occur in POS. The statement posting process uses the distribution schedule to pull a set of POS transactions into the headquarters (HQ). Steps for creating and posting the statement. Go to Retail and Commerce > Retail and Commerce IT > Distribution schedule. In the list, find and select the desired record. Click Run now. Click OK. Go to Retail and Commerce > Inquiries and reports > Commerce Data Exchange > Upload sessions. Refresh the page. Go to Retail and Commerce > Retail and Commerce IT > POS posting > Validate store transactions. Create the statement This step identifies the store that the statement is manually created for. In the tree, select ‘Contoso Retail\Contoso Retail USA\Central\Houston’. Click Add and Ok. Go to Default dashboard. Go to Retail and Commerce > Channels > Stores > Statements. Click New. In the Store number field, enter or select a value. In the Staff/register field, enter or select a value Format for Staff/register value is Register number: Shift ID Enter the Transactional interval value. Click Calculate statement. Click Yes. In the Counted field, enter a number. Post the statement When you post a statement, sales orders and invoices are created for the sales in the statement. Cash and carry sales are aggregated onto one sales order and are invoiced for the default customer who is assigned to the store. Sales for which a customer was added to the transaction in POS generate separate sales orders and invoices, one for each unique customer. Click Post statement. Once the statement gets posted. You can check that statement in the Posted statement. Retail and Commerce > Inquiries and reports >Posted statements Hope this helps!

In this post I will show you all the different ways you can put a customer on hold in Dynamics 365 Finance and Operations Dynamics 365 Finance and Operations has standard customer management functionality that allows account receivable managers or customer account managers to put customer accounts on various types of holds. These different hold types can restrict certain transactions or completely hold the account for all transactions. There are also ways in D365 Finance and Operations that instead of putting an entire customer account on hold, you can put an individual sales order on hold. These holds can be for operational, regulatory, or for credit reasons. Steps:- Navigate to Accounts receivable > Customers > All customers. Open the customer account you want to put on hold by clicking the customer account number hyperlink. In the “Credit and collections” fast tab, click the dropdown for the “Invoicing and delivery on hold” field and select the type of hold required for the customer. There are really only 3 options for customers (“No”, “Invoice”, “All”). The other three are used only for vendors. No – This means that the customer is not on hold. So, if you want to take a customer off hold chose this value. Invoice – This hold type means that a sales order can be created but the packing slip, and invoice buttons will be disabled. This option will still allow you to post payments against the customer. You will also receive a warning message when you create the sales order letting you know that the customer is stopped for invoicing. All – If you select this option the customer is on hold for all transactions which includes, payments, sales orders, sales quotations, and invoices. When you attempt to create a transaction like a sales order you will receive an error message. You will be able to create a sales quotation but the “Send quotation” button will be disabled.

In this blog, I am going to showcase how to resolve the issue in product creation This issue is generally happening which the specific user. When a user will try to create a new customer getting the error of ‘There is no datasource in the query. Steps to resolve this issue:- Click on Settings. Select the User Options. Click on Personalization. In the Technical name column search for “Ecoresproductcreate” personalization and clear that personalization. Logout from that user and log in again and this will be resolved. hope this helps!

In this blog, I am going to showcase how to resolve the issue in purchase orders at the time of receiving. Once the purchase order is confirmed and try to receive it, you may run into the below error. This issue is happing because purchase order lines are not updated properly. When you are received the purchase order line using excel add-in, the purchase order line will not be imported properly. Use data entity in data management to import purchase order line.  Steps to resolve this issue in the purchase order. Open the purchase order. Select the purchase order line for which you are facing this issue. In the line details, Check the inventory quantity. The quantity must be there, you will face this issue because the inventory quantity is blank. If the Inventory quantity is blank, then click on the Purchase order tab and make a change request. Click on edit and update the inventory quantity, according to purchase order line quantity, and Save the purchase order. Confirm and again try to receive the Purchase order. In the receive tab, click on the product receipt. If you are facing this issue for multiple purchase order lines then cancel that Purchase order. Create a new PO and import the purchase order line with the data entity. Hope this helps!

In Dynamics 365 for Finance and Operations we have to deploy changes to environments by creating deployable packages and installing these via Lifecycle Services (LCS). This usually works pretty well, but sometimes it can fail. While doing environment update and getting error in Step 25.  Database Sync error. You can resolve this issue by performing below steps: Open environment VM, Inside VM locate the below path. Locating DBSync DbSync (syncEngine.exe) will typically be located in the following directory under the service volume: \AosService\PackagesLocalDirectory\bin Open Cmd in administartor mode and Run Command: Running DBSync Below is the template for the command to run a Full Sync. [ServiceDriveLetter]:\AOSService\PackagesLocalDirectory\bin\syncengine.exe -syncmode=”fullall” -metadatabinaries=”[ServiceDriveLetter]:\AOSService\PackagesLocalDirectory” -connect=”Data Source=[Servername];Initial Catalog=[DatabaseName];Integrated Security=False;User ID=[];Password=[]” -verbosity=”Diagnostic” > DbSync.log 2> DbSync.err Replaced with below details: [ServiceDriveLetter] = G [ServerName] = customerServer [DatabaseName] = customerAxDb [UserName] = ________            // Typically: axdbadmin [Password] = ________ After run this command, go to below path. Open  DBSync file, you will see the Output of the DBSync. Once it’s successfully Sync. Retry the deployment then this issue will resolve. Hope this help!!

There are two ways to deploy the SSRS reports in D365 for finance and operation. The first choice would be to deploy the report directly from Visual Studio. Open the Build menu, click Deploy. Alternatively, in Solution Explorer, right-click the report project and then click Deploy. In Solution Explorer, right-click the report and then click Deploy Lastly, we can deploy the reports using PowerShell. Open Windows PowerShell in Admin mode and execute the below commands as per requirement. For deploying all SSRS reportsK:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\DeployAllReportsToSSRS.ps1 -PackageInstallLocation “K:\AosService\PackagesLocalDirectory” For deploying the specific reportK:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\DeployAllReportsToSSRS.ps1 -Module ApplicationSuite -ReportName <ReportName> -PackageInstallLocation “K:\AosService\PackagesLocalDirectory”(Replace <ReportName> with required report name such as RetailLabel.Report or *Retail* – this will deploy all reports containing ‘Retail’ in report name)

Introduction: In this blog, we will see how to resolve HTTP Error 503 – The service is unavailable in Microsoft Dynamics 365 Finance and Operations Details:  For resolving these kinds of errors, we have 2 solutions as of now. One is to do from the front end that is LCS and the second is to do from the back-end that is from Visual Studio From LCS: Reset the IIS from the LCS. Steps: 1.     Go to LCS, login 2.     Select the respective project, full details   3.     Go to Maintain -> Restart service       4.     Select IIS and confirm it     5.     Wait till the service is being restarted                       From Visual Studio: From the back-end, open the VM and follow the below steps: 1.     Login to VM 2.     Open the Visual Studio 3.     Go to Dynamics 365 tab 4.     Click on Restart IIS Express That’s it. Build the project and go to the frontend and check the output how it looks like. Thanks for reading and stay connected with us for more updates!!! Jagdish Solanki | Senior Technical Consultant | CloudFronts Business Empowering Solutions Team “Solving Complex Business Challenges with Microsoft Dynamics 365 & Power Platform”

Introduction:  In this blog, we will see how we can synchronize the database through PowerShell in Microsoft Dynamics 365 Finance and Operations Steps:  K:\AOSService\webroot\bin\Microsoft.Dynamics.AX.Deployment.Setup.exe -bindir “K:\AosService\PackagesLocalDirectory” metadatadir “K:\AosService\PackagesLocalDirectory” -sqluser “axdbadmin” -sqlserver “.” -sqldatabase “AxDB” -setupmode “sync” -syncmode “fullall” -isazuresql “false” -sqlpwd “*” -logfilename “H:\MSSQL_LOGS\AxDB_log.log” Example: K:\AOSService\webroot\bin\Microsoft.Dynamics.AX.Deployment.Setup.exe -bindir “K:\AosService\PackagesLocalDirectory” metadatadir “K:\AosService\PackagesLocalDirectory” -sqluser “axdbadmin” -sqlserver “.” -sqldatabase “AxDB” -setupmode “sync” -syncmode “fullall” -isazuresql “false” -sqlpwd “AOSWebSite@123” -logfilename “H:\MSSQL_LOGS\AxDB_log.log” Thanks for reading and stay connected with us for more updates!!! Jagdish Solanki | Senior Technical Consultant | CloudFronts Business Empowering Solutions Team “Solving Complex Business Challenges with Microsoft Dynamics 365 & Power Platform”

Using Microsoft flow you can automate and organize the flow of data between your Shopify and Microsoft D365 for Finance and Operation This the 1st part of 2. In this, I will show you how customers can be auto-created in D365 for Finance and Operation when it’s created in Shopify. First, log into Shopify as Admin. Navigate to: Settings -> Notifications -> Webhooks (Scroll to the end) -> Create Webhooks and select customer creation, and JSON format. We need a URL for sending customer details, which we will provide later. Now login to power apps or Microsoft automate with D365 account. Navigate to Flows -> New and select Instant from Blank. Now continue as shown in the below screenshots. Here the required URL will be generated after the flow has been saved. Click on the new step and search for Parse JSON. In Content select Body (parameter from previous steps). Now we need JSON schema for customers. You can find a sample Json return response from https://shopify.dev/docs/admin-api/rest/reference/customers/customer?api[version]=2020-04 Copy the response and select Generate from the sample in Powerapps and paste the response. The schema would be now generated. Click on ‘new step’. and search for Dynamics 365 for Fin & Ops. Click on Create record. Select the instance of the environment you want customers in and Entity name ‘CustomerV3’. Now you can place parameters from the previous step (Parse Json) in different fields such as. Mandatory fields that are required to create our customers are Customer account, Currency, Customer group, Company, Organization name. After the values are placed, click on Save at the top right corner. Now expand the first step and a URL will be there. Copy this URL to Shopify webhook and click Save webhook. Now let’s test this. Go to the customer’s section in Shopify and click Add Customer. Write the first name and last name for now and click save. Go to D365 F&O and navigate to All Customers. You should see a new customer created. In the next part, I will show how we can auto-create product in Shopify when created in D365 for Finance and Operation Thank you for reading!

 In D365 Finance and SCM there are lot of out of the box SSRS reports in which you have hyperlink to move to that particular record (for example Ledger transaction list). But sometimes when you update environment you might end up with no such option in you SSRS report as you can see in following screenshot.  To enable hyperlink features you need to follow following steps:- Navigate to feature management and go to all section in that Search for Report drill through links and disable this feature Search for Report PDF viewer and disable     you need to disable this feature for following limitation which you can find in screenshot. Now check desired SSRS reportNow you are able to see hyperlinks links in the reports I hope this post will be helpful to you, Thank you!