Finance and operations departments in a company are quite crucial as they help the business to flourish and reach heights. Companies, therefore, should do everything from their end to better the processes in these departments. Using an ERP solution is one of the wisest and best ways to do this job. Dynamics 365 for finance and operations is one of the best enterprise resource planning solutions that you can find in the market. It is one of the best products that Microsoft has created.  They offer some of the best features which you cannot find any other ERP software that you find in the market. But, if you want to enjoy the benefits that come from using this system, you should first learn how to use this software. Here is one more tip that will help you become efficient.  Many of us use Visual Studio for development whether we are developing it Using physical machines or virtual machines. While making any changes to existing code or to save your changes we must have to run VS with administration permission. So every time you right-click on file shortcut and select Run as administrator. So I came up with an inbuilt option in Microsoft Windows operating system after which you don’t have to repeat the steps which are mentioned above. Steps are as follows:- Right-click on your Visual Studio shortcut and select properties. Select the ” Advanced”  option. Tick on Check-Box for Run as Administrator and click on ok button. Click on the “Apply” button. And Then click on the “Ok” button. Now you are all set, Every time you open Visual Studio it will open with administrator permissions.

Microsoft Dynamics 365 for finance and operations is an ERP solution that Microsoft has created. It is useful for both medium and large enterprises that want to excel and grow. ERP is an acronym for Enterprise Resource Planning. It is true that there are so many ERP solutions in the market. But, Microsoft Dynamics is one of the best ERP solutions that you can find in the market.  The unique features that they offer through this solution or software are numerous. By using this particular software you will make your staff become a lot more effective and efficient. Learning this software is not a difficult task. There are so many resources available online that you can check if you want to excel in it or if you have any doubts.  In this blog, we’ll see how to set up the Hybrid App on Android using Xamarin. Hybrid App is the app that combines the elements of both native and web apps. The native app builds for a specific platform. Web applications are generalized for multiple platforms and not installed locally but made available over the Internet through a browser. Xamarin is a cross-platform implementation of the Common Language Infrastructure (CLI) and Common Language Specifications The element that used to develop an application for android C# language Mono .NET Framework Compiler Following are the steps to follow in order to configure set up the POS Hybrid App Install Xamarin Xamarin provides a common development experience for creating cross-platform mobile applications. Xamarin facilitates the development of Android and iOS applications by providing the Xamarin.iOS and Mono. Android libraries. These libraries are built on top of the Mono .NET framework and bridge the gap between the application and the platform-specific APIs. Open the visual studio installer you will see the below screen. Make sure the below component are selected 2. Xamarin Configuration Xamarin.Android uses the Java Development Kit (JDK) and the Android SDK to build apps. During installation, the Visual Studio installer places these tools in their default locations and configures the development environment with the appropriate path configuration. You can view and change these locations by clicking Tools > Options > Xamarin > Android Settings. 3. Android SDK Manager Visual studio include SDK manager that lets you download android SDK Uncheck everything. Then check only the following: Android SDK Tools Android SDK Platform-tools Android SDK Build-tools (I don’t think this is necessary) 4. Select the Android SDK Manager 5. You can always debug using actual Android device instead of using Emulator for debugging. If you need to turn ON Hyper-V in your machine, you will need to go with Visual Studio Android Emulator. To open/configure Visual Studio Android Emulator, go to Tools>Visual Studio Emulator for Android You will be able to launch or configure the emulator in the new dialog popup. To make Android SDK Emulator run without lagging, we will need to install Intel HAXM. However, Intel HAXM cannot work together with Hyper-V. So, we need to turn OFF Hyper-V in the machine Go to control panel turn windows feature on and off and uncheck hyper v Make sure Virtualization Technology settings are Enable in BIOS settings. Once we install HAXM we can proceed to an android emulator which will open the Android virtual device manager dialog box. The Android Emulator can be run in a variety of configurations to simulate different devices. Each configuration is called a virtual device. When you deploy and test your app on the emulator, you select a pre-configured or custom virtual device that simulates a physical Android device. 6. SDK Configuration Setup In the Retail SDK folder, open SampleExtensions\HybridApp\Android\solution. Build and deploy using the emulator and verify that everything appears as it should. 7. Export the android app Specify the Application Icon Version the Application – An integer value (used internally by Android and the application) that represents the version of the application. Most applications start out with this value set to 1, and then it is incremented with each build. Version Name – A string that is used only for communicating information to the user about the version of the application these values can be set in the Android Manifest section of project Properties, as shown in the following screenshot 8. Shrink the APK Xamarin.Android APKs can be made smaller through a combination of the Xamarin. Android linker, which removes unnecessary managed code, and the ProGuard tool from the Android SDK, which removes unused Java bytecode. 9. Archive for Publishing To begin the publishing process, right-click the project in Solution Explorer and select the Archive. When we select Ad hoc visual studio will open the signing dialog box app required to sign with a signing key or if we have already signed we can use import key option. After clicking on the new sign in create key store dialog box shown we can fill the required information it will create a key store and will be shown undersigning section as we are creating ad hoc publish we click on save it will create achieve file, and it will ask for password if not set earlier. 10. The final step is to distribute the app. There are different way to publish the app google pay, web or independent 11. Sign In with the credential device will get register and we can see the POS Retail UI  

There are so many ERP or Enterprise Resourcing Planning Software in the market today. You need to pick the best one out of all the available options if you want your company to be successful in every stream of the operations. Dynamics 365 for Finance and Operations is one of the best ERP software that you can find. Companies do benefit a lot when they deploy Dynamics 365 Operations Environment. When employees put in enough time in learning how to use the software, things can become easy for them. It will help your staff to become a lot efficient in their duties. Their performance is also going to increase drastically over a period. Companies desire to unify both the operations and finance functions in their organization to make better and informed decisions quickly. Of course, there are so many options that are out there in the market. But, Microsoft Dynamics 365 for Finance and Operations is one software that you need to pick if you want to streamline your business. Businesses will get to enjoy so many benefits when they select this particular option over all other options. Many people do not know how to set up this software, nor do they know how to navigate through the application. Don’t worry — that is fine. In this article, we will take look at the post configuration setting for Finance and Operations environment. You can login to your LCS environment and check whether D365 Operations environment deployed or not. 2. Once you click on the deployed environment you’ll see the screen that shows the network configuration, storage details, environment details, service account use to deploy the environment and administrator details. We are not going into all this details, we’ll click on the login to the environment to configure the setting for AX development. 3. Once we click on the Log on to environment we’ll see the following D365 finance and operation environment screen. For now only the Admin who deployed the environment is able to access the environment so we need to add some user to the environment. Click here and scroll down to module section.   4. Once we click on the Users we can see list of the users with role, Click on the import users link, We can then see the list of users in the tenant we have if we are D365 tenant then we’ll have all the user from the organisation. 5. From the list of user we can add the users and assign the role for the user for the D365 development. We can also set the configuration for the different tools that Microsoft offer as a part of the development like Power BI integration. So, in this blog we see how to set up the post configuration setting for the LCS and how to add users to environment for D365 development.

Creating a pro forma invoice on dynamics 365 for finance and operations is a pretty straightforward task. A pro forma invoice is a crucial financial document that people use in businesses. In a nutshell, a pro forma invoice is more or less like an estimate that companies share with their client before sending them the actual invoice. The actual amounts can change if there is a difference in the quantity of material as well as the labor before preparing the final bill. Many people struggle to locate, view, or to print this document on dynamics 365 as it can be confusing. In this article I am going to demonstrate how to view/print  pro-forma invoice. A pro forma invoice is an invoice that is prepared as an estimate of the actual invoice amounts before the invoice is posted. You can print a pro forma invoice either for a customer invoice for a sales order or for a free text invoice. Step 1: Configure Print management from  Account receivable>Setup>Forms   Step 2: Right click on Customer invoice and click New Step 3: Go to All sales orders, Select an order which is in Open state.     Step 4: Go to Invoice tab and click on Pro forma Invoice     Step 5: In Quantity select All and in Print options enable Print Invoice     Step 6: You may click on Export to save the document or print it   Hope this helps!

In this blog article, we will see how we can create a project and deploy a dynamic 365 operations environment using Lifecycle services. Prerequisites: Azure Subscription Lifecycle Service Account Step by Step approach: Environment Setup  Azure Subscription: Login to the Azure portal using credential use below URL and buy Pay-As-You-Go subscription as LCS will consume more resource and if we choose start free option it will give error later when we deploy the VM. “https://portal.azure.com/” Once we done with the subscription go to the subscription tab and select the Access Control option and create a role select the role as the Contributor and Add a user select the user as the “Dynamic Deployment Services.” We can now login to the Lifecycle Services remember we should login in LCS using the account which has the admin access to the subscription. After login we can see the following screen. The first step in LCS is to create new project so click on (+) sign to create new project.  Once we click on (+) sign we’ll have different option the option may vary as per the version of LCS you are using, here we are setting up environment for development and learning purpose select the “Migrate, Create Solutions, and Learn” option. Enter the project details and click on the create option. All the information is related to the how you want your project settings to show and the methodology option let you select what you want to shows up on the default project information that shows up in lifecycle services so the migrate and create dynamic 365 for operation solution give you these options.  Once we click on create we’ll land to the life cycle project homepage Access the Azure subscription:- Scroll to the right and click on the project settings We are accessing the azure subscription so click on the Azure connectors options we’ll see the following screen. The first step is to authorize your organisation in the LCS click on the authorize link. Linking LCS to Azure subscription click on the Add option and set the required option make sure the subscription id is same as you have in the azure portal as we may have multiple subscription set so keep in mind to use correct subscription. Once we fill the required details click on the next. Once we click on next we’ll required to authorize the user to the subscription or we can download the certificate and upload to the azure portal by going to the Subscription > Management Certificates > Upload then upload the certificate that we have downloaded. Select the server environment region for LCS. Now we can see the azure connection in the project setting we got Azure subscription id that is showing . Deployment for the virtual machine In newly created environment go to the Project and in environment tab click on the (+) sign Once we click on (+) sign we’ll application platform option choose the latest application and platform version. Select the environment topology here we are selecting Demo environment Specify the Deploy environment setting by clicking on the Advance setting option Choose the below option and leave the other settings as default Click on the next. We can set size of the virtual machine of our choice it’s fine to keep the default settings and go ahead. Once confirm and deploy the VM deployment will start, usually deployment will take 3 hr. So, this will create the D365 Operation Environment for us. In next blog we’ll see how to setup the post deployment configuration setting for the environment

Steps to Perform Transfer In in Dynamics 365 for Retail on POS Go to Picking and Receiving –> click on + icon and click Transfer In Select the store from where you want to transfer in, Delivery date and mode of delivery. Add or scan all the products and its quantity. Click on + icon to add more products to the transfer order You can save the products added by clicking on Save icon. The status of the order will be in Draft. You can continue adding products when it is in Draft state by clicking on + icon. Once you are done adding all the products click on commit icon. Once the order is committed the status will change to created and you will not be able to add products. Once the Order is created, the Order will reflect in the store from where the order is requested. Perform the following steps in that store. For example the warehouse. [Products can be shipped from Finance and Operations as well] Select the transfer In order and click the update icon. Click on ship all icon to ship the products. This will change the ship now column with values to ship. Then click on commit. This will change the status of the order to shipped. When the status is changed to shipped the same status will reflect in the store 101 as well. On store 101 User must click on the transfer order and click on update. Click on receive all icon and click on commit icon. This will complete the process.

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

Issue : Database Sync Error while applying deployable packages or Updates. Usually the Database sync error occurs at step 11:GlobalUpdate script for service model: AOSService on machine: —- Follow the steps to resolve the issue and resume the deployment. In this environment, go to Environment Monitoring –> SQL INSIGHTS –> ACTIONS tab In List of Actions, choose “Drop index” In Parameters, input “I_6640RECID” and “BANKIBANCOUNTRYACCOUNTSTRUCTURE” in Index name & Table name respectively. Choose Execute to drop the index then resume deployment.  

Issue: Void Transaction Appears in show journal in POS for Dynamics 365 for finance and Operations 8.1 When the system is upgraded to dynamics 365 finance and operation version 8.1 the user will observe that all the void transactions appear in Show journal. This bug is resolved as “By Design” means this is the expected behavior to show voided transaction with return button disabled If the voided Transactions are being returned you need to apply the APPMU general application 8.1.2 update and this will resolve the issue! On application of this update the user will not be able to return the voided transaction.  

Introduction: In Dynamics 365 for finance and operations the default decimal point is set up till 2 decimal place. To change the decimal point according to customers wish follow the following steps. Steps: 1. In the development environment run the Visual studio in administration mode. 2. In AOT find the EDT of the field and change the No of Decimals Property to 4-6 depending on the customers requirement. 3. Compile and build the solution. 4. The changes will be visible on Dynamics 365 finance and operations.