D365 Finance and Operations Archives - Page 17 of 25 - - Page 17

Category Archives: D365 Finance and Operations

How to Delete Model/Package in Finance and Operations

Two departments that are most important in a business is finance and operations. Unless they are efficient and perform well, you as a company are going to struggle a lot. Hence, you need to plan on using Dynamics 365 for Finance and Operations to streamline your business. It is yet another product from Microsoft that will allow your business to tackle difficult issues with ease.  If your staff spends a few hours learning how to use the product they will become quite efficient. They will become super efficient in tackling any hurdles that might come on the way. For example, deleting model/package might not be an easy task. Here are details of how you can do it with ease Many of the time when You don’t want Existing Data Types(Base Enums, EDTs) or Data Models(Table, Views etc)  and many more elements which can ultimately cause naming conflict while development. So Option is either you want to delete those data type or Model consisting those Data Model/Data Types. Following methods are needed to be performed while Deleting model: 1.First Open Services and Select  Microsoft Dynamics 365 Unified Operations: Batch Management Service and Stop that services 2.Navigate To following path K:\AosService\PackagesLocalDirectory And Select Your Respective package/Model and delete that Note:- Here I’m using One box machine so my “AosService” is located at K drive. For other machine users “AosService” can be located at other location so you will look for it and Follow steps same as above. 3. Don’t forget To start Microsoft Dynamics 365 Unified Operations: Batch Management Service again. 4. Now refresh models from Visual Studio as follows You have successfully Deleted the Respective model/Package. Hope this helps!

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ProTip: Running Multiple Registers on CPOS

Let’s say you need to create a new store with multiple registers on CPOS.   It is now possible to have a retail store with multiple registers each running CPOS and each having their own dedicated hardware.   For example: A store with two registers both running CPOS and both having their own receipt printer, scanner, etc. . Here comes the concept of a shared hardware station for CPOS, It may seem impractical to have multiple registers sharing the same scanner, pin pad, etc but it is actually possible.   You’ll need to install a hardware station per CPOS and then you should be good to go.   Sharing hardware can be handy in scenarios with limited space or lesser sales persons moving around taking the sales and so on and it’s valid for CPOS.   Note: However, for MPOS you need a dedicated hardware.   Please notice that you can’t have multiple hardware stations installed on the same machine. Please do correct me anyone if that has changed 🙂 This can be done absolutely and is perfectly possible. Just deploy a Hardware station on each device and it will work as discussed in the example above.

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Restart IIS using Visual studio and Command prompt

Dynamics 365 for finance and operations is one of the best ERP solutions in the world. Clients can do a lot of complex jobs with ease when they choose to go for ERP solutions. It not only helps in improving the efficiency of the staff but will also help in improving the productivity of the company and will also help in managing the relationship with the clients. An enterprise is going to have total control of their business when they pick an ERP solution such as Microsoft Dynamics.  The best part is that Microsoft Dynamics has some of the most unique features that you will not find in any other ERP solution or software that you find in the world. Many of the time while development we have problems due to IIS services which are necessary while debugging in D365 Finance and Operations, many of the time problems can be just resolved by restarting IIS services on one box machine. IIS services can be restarted using two methods one is from Visual studio itself and the other is from Command prompt. Let’s see both the methods one by one: 1.Restart IIS services by Visual Studio:- this is a quite easy method only needs that your visual studio should be opened with administrator permissions. Now in Visual Studio Navigate to Dynamics 365 option and click on it Now select Option Restart IIS Express thats it Now your IIS Express service will restart 2.Restart IIS services by Command Prompt:- Other than Visual Studio IIS Express can be restarted using Command Prompt as follows Open Command Prompt as an Administrator Now enter the command as “iisreset” and Hit enter After completion, you will see the following screen That’s it, your IIS Service will get restarted using Visual Studio and Command Prompt.

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How to Run Jobs manually in Microsoft Dynamics 365 Retail

“Run Jobs” – as the name suggests is a process between Retail Channels and Retail essentials through which we transfer data between channels and database. Please Note: Jobs Run at a specified time which may be different for every Retail Scheduler. Be aware of what the time is set for jobs to run automatically.  Running jobs at a specific time requires setting to be done so that we can schedule a specific job to run at specific time. It can be easily done manually. You’ll have to follow the below steps: Step 1: Go to distribution schedule or Channel database in Retail Dynamics 365. If the job doesn’t run from distribution schedule run it through channel database. Step 2: Go to download sessions and make sure your Job is available or in applied state. If it is in available state, go to “Batch Jobs“. Step 3: Now you will have to find the same batch job that you were searching and need to run it at a specified time. Step 4: Here, since the Job is in waiting state, you need to change it’s scheduled date and time to current time. This change must be according to the time at which you want your job needs to be run. The specified time will make your job run immediately.   Step 5: You can check if Job is being applied in “Download sessions” whenever required. Step 6: You can also change how often the job should run from going to Recurrence. Step 7: Only things highlighted in Red boxes should be checked. Hope this helps!!! Thank you! Please feel free to post any doubts you have.

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First time printer set up for CPOS/MPOS in Microsoft Dynamics 365 For Retail

Today we can find so many kinds of ERP solutions, but not all the software solutions that you find out are the best. But, Dynamics 365 for finance and operations is one of the best ERP solutions for so many reasons. This software will help your finance and operations team to become a lot more effective and efficient. This software comes from Microsoft, which is one of the reputed companies in the world.  This particular software provides so many wonderful features that you will not get when you use any other ERP solutions that you find in the market. This is one of the reasons why it is quite popular. You can streamline the processes in manufacturing, warehousing, transportation, and finance departments by using this software. In this blog, I am going to demonstrate the set up/configuration you are required to do for the first time when you set up the POS on a computer. Whether its CPOS or MPOS, this set up is essential else your POS will not connect to the printer at all. Step 1: Download the printer driver. In this demo, we are using Epson printer. For the Epson printer, you need to download EPSON OPOS ADK from the Epson website. Step 2: Once installed you can open it from the start menu Step 3: Right-click on POS Printer in the devices section and click Add New device. Here you need to add your device Step 4: Mention the name of the printer manually in the Add New LDN box. Make sure the name you mention matches the exact printer name which you have mentioned on HQ. That’s all. You are good to go. Hope this helps!

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Setting up schedule-based refresh in CDS

Customers are crucial to the success of any business. When you build your business focusing primarily on giving the best experience to your customer, your business is going to bloom. Your profits are going to multiply each year. Dynamics 365 for customer service is one of the best ERP solutions that you can find in the world.  It will help in streamlining the processes in all the departments to make your business customer-friendly and customer biased. When customers know that you value their association, they are going to stay with you for a long time becoming your loyal customers.  People who never used this ERP solution may not know how to find what they want. Here is a topic that you should learn as it will be quite helpful to you in the long run. Data Integration project support two types of executions Manual and auto-refresh i.e. schedule-based refresh. For a manual refresh, we have to select the project and click on run. In this blog, we will learn how to create a schedule to run an Integration project at a specific date and/or time. First, go to Admin Center Go to the Data Integration -> Projects and click on the ellipses of the project to be scheduled and click on Schedule We will get two options a. Run Manually b. Run on specific day and/or time  Now let’s schedule the project, in this example we going to schedule the project every hour starting at 17-Aug-2019 to 30-Aug-2019, and it should run form 12 AM to 2 AM. After scheduling click on save We can schedule the project in another way also, to do this  go to the scheduling after selecting on the Integration project After clicking on the project following window will open and then click on the Scheduling and same scheduling window will appear. In this way we can create schedule-based refresh for the Integration project

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Setting up email-based alert notifications for Integration Project in CDS

Error handling is very important part of any integration project, it is also very important to fix the issue when it is recognized, so it is very important to take action to resolve it earliest. In the Integration project of CDS we can setup email alert option in following way. First go to Admin Center Go to Data Integration -> Select the project -> Go to Scheduling Following window will appear Tick the checkbox and specify the email address on which we wanted to receive the alerts and click on save. In this way we can set up the email alert notification for Integration progress in CDS.

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Visual Studio Tip

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.

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How to set up POS Hybrid App on Android

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  

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How to Deploy Dynamics 365 Operations Environment using Lifecycle Services – Part 2?

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.

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