Introduction: In this blog we shall see how to Issue and redeem Gift Card in Dynamics 365 for Finance and Operations. Issue Gift Card: On POS go to Sales. Go to Action and select Gift Card. Click on Issue Gift Card. Enter the Gift Card Number. Enter the Amount for gift Card. Select any Tender to pay. You Can check the details of the Gift card under Gift card in Dynamics 365 FOE. Redeem Gift Card: On the Transaction Screen select the Products. To redeem the gift card select on Pay gift card. Enter the Gift card number. You can check the balance by clicking on check balance. Proceed to pay. You can manually enter the amount and remaining due can be paid by other mode of payment. You can check the details of the gift card under gift card in Dynamics 365 FOE.

Introduction: Recently I was working on Cheque Report. I created a custom size Cheque design and it was working fine while downloading it. Then the task was to print the cheque and test but the printout was off size. In this blog I will guide you how the custom size report prints using document routing agent in Dynamics 365 for Operations. Pre-requisites: Install Document Routing agent Configure Network Printers Adobe Reader Note: Click here to refer how to configure Document routing and network printer Steps: 1. Setup Printer Page Size You need to configure your printer to print custom size report. Go to Printer Paper size and select custom. A new dialog will ask for page size. Enter the Custom Paper size. Make this custom size as your default size. 2. Setup Adobe Reader Once you print the report from Operations with Print Destination as Printer, The Document Routing will take the command and send the document to Adobe Reader. Thus, it takes printing configurations of Adobe Reader and send it to Printer for printing. So, we need to setup the Adobe Reader as well. Please refer below screenshot for Adobe Reader Settings. Conclusion: After setting up Printer size and Adobe Reader with same orientation and page size you can print the Custom size report from D365 Operations directly to Printer with correct print layout.

Introduction: I was stuck in an issue recently where I was working on SSRS report with multiple filter parameters. In multiple parameter, one parameter was Brand ID and in report I had to display the Brand name instead of its ID. In this blog article, we will see how we can get the name of brand as parameter using brand id in Dynamics 365 Operations. Steps: Override getFromDialog() Method getBrandName() method to fetch Brand name. parmBrandName() to set the value 1. Override getFromDialog() Method: In UI Builder class override getFromDialog() method. This method gets the value of Brand Id. /// <summary> /// Transfers data from the dialog into the data contract object. /// </summary> public void getFromDialog() { super(); RecId r; r = contract.parmEcoResCategoryId(); if (r) contract.parmBrandName(this.getBrandName(r)); } 2. getBrandName() method to fetch Brand name: This method is used to find Brand name and called from getFromDialog() method. The return value is passed as parameter to contract class. /// <summary> /// This method looks up name of the organization using the hierarchy relationship id. /// </summary> /// <param name = “hierarchyRelationshipId”>The hierarchy relationship id for the organization.</param> /// <returns>Name of the organization.</returns> public EcoResCategoryName getBrandName(RecId hierarchyRelationshipId) { EcoResCategory category; select firstonly Name from category where Category.RecId == hierarchyRelationshipId; return category.Name; } 3. parmBrandName() to set the value: This method gets or sets the value of Category Name. /// <summary> /// Gets or sets the value of the datacontract parameter Category Name. /// </summary> /// <param name=”_categoryName”> /// The new value of the datacontract parameter CategoryName; optional. /// </param> /// <returns> /// The current value of datacontract parameter CategoryName /// </returns> [ DataMemberAttribute(‘Retail Category Name’), SysOperationLabelAttribute(literalstr(“Brands”)), SysOperationHelpTextAttribute(literalstr(“Brands Category”)) ] public EcoResCategoryName parmBrandName(EcoResCategoryName _categoryName = categoryName) { categoryName = _categoryName; return categoryName; } Conclusion: This blog showed how we can fetch the parameter value from another parameter in SSRS report using filter parameters with Contract and UIBuilder class in D365 Operations.

Introduction: This topic explains how to export a Microsoft Dynamics 365 for Finance and Operations, Enterprise edition database from an environment that is based on Microsoft Azure. Steps: 1. Create a duplicate of the source database. <“CREATE DATABASE MyNewCopy AS COPY OF axdb_mySourceDatabaseToCopy”> To monitor the progress of the copy operation, run the following query against the MASTER database in the same instance. 2. Run the Sql Server script to Prepare the database. –Prepare a database in SQL Azure for export to SQL Server. –Disable change tracking on tables where it is enabled. declare @SQL varchar(1000) set quoted_identifier off declare changeTrackingCursor CURSOR for select ‘ALTER TABLE ‘ + t.name + ‘ DISABLE CHANGE_TRACKING’ from sys.change_tracking_tables c, sys.tables t where t.object_id = c.object_id OPEN changeTrackingCursor FETCH changeTrackingCursor into @SQL WHILE @@Fetch_Status = 0 BEGIN exec(@SQL) FETCH changeTrackingCursor into @SQL END CLOSE changeTrackingCursor DEALLOCATE changeTrackingCursor –Disable change tracking on the database itself. ALTER DATABASE — SET THE NAME OF YOUR DATABASE BELOW MyNewCopy set CHANGE_TRACKING = OFF –Remove the database level users from the database –these will be recreated after importing in SQL Server. declare @userSQL varchar(1000) set quoted_identifier off declare userCursor CURSOR for select ‘DROP USER ‘ + name from sys.sysusers where issqlrole = 0 and hasdbaccess = 1 and name <> ‘dbo’ OPEN userCursor FETCH userCursor into @userSQL WHILE @@Fetch_Status = 0 BEGIN exec(@userSQL) FETCH userCursor into @userSQL END CLOSE userCursor DEALLOCATE userCursor –Delete the SYSSQLRESOURCESTATSVIEW view as it has an Azure-specific definition in it. –We will run db synch later to recreate the correct view for SQL Server. if(1=(select 1 from sys.views where name = ‘SYSSQLRESOURCESTATSVIEW’)) DROP VIEW SYSSQLRESOURCESTATSVIEW –Next, set system parameters ready for being a SQL Server Database. update sysglobalconfiguration set value = ‘SQLSERVER’ where name = ‘BACKENDDB’ update sysglobalconfiguration set value = 0 where name = ‘TEMPTABLEINAXDB’ –Clean up the batch server configuration, server sessions, and printers from the previous environment. TRUNCATE TABLE SYSSERVERCONFIG TRUNCATE TABLE SYSSERVERSESSIONS TRUNCATE TABLE SYSCORPNETPRINTERS –Remove records which could lead to accidentally sending an email externally. UPDATE SysEmailParameters SET SMTPRELAYSERVERNAME = ” GO UPDATE LogisticsElectronicAddress SET LOCATOR = ” WHERE Locator LIKE ‘%@%’ GO TRUNCATE TABLE PrintMgmtSettings TRUNCATE TABLE PrintMgmtDocInstance –Set any waiting, executing, ready, or canceling batches to withhold. UPDATE BatchJob SET STATUS = 0 WHERE STATUS IN (1,2,5,7) GO 3. Export the database from Azure SQL cd C:\Program Files (x86)\Microsoft SQL Server\140\DAC\bin SqlPackage.exe /a:export /ssn:.database.windows.net /sdn:MyNewCopy /tf:D:\Exportedbacpac\my.bacpac /p:CommandTimeout=1200 /p:VerifyFullTextDocumentTypesSupported=false /sp:EG=ajgU8!Fx=gY /su:sqladmin Where : ssn (source server name) – The name of the Azure SQL Database server to export from. sdn (source database name) – The name of the database to export. tf (target file) – The path and name of the file to export to. sp (source password) – The SQL password for the source SQL Server. su (source user) – The SQL user name for the source SQL Server. We recommend that you use the sqladmin  

Introduction: I faced an issue recently where I was trying to print a report directly to printer but Print Management Settings didn’t show any Printers option. In AX 2012 we had to perform setup in AX 2012 Server Configuration to print documents or report to connected printers. In Dynamics 365 for Finance and Operations, Enterprise Edition you need to install and setup Document Routing Agent in your system and activate Network Printers in D3FOE for printing. Steps: Install Document Routing Agent. Setup Printers in Document Routing Agent. Manage Network Printers in D3FOE. 1. Install Document Routing Agent. Go to Organization Administrator -> Setup -> Network Printers In Action Pane, Go to Application -> Download document routing agent installer Install downloaded setup file ‘DocumentRoutingAgentSetup’. 2. Setup Printers in Document Routing Agent. Go to Settings and enter details. Click OK. Application Id – Unique Appication Id. It  is filled automatically. Dynamics 365 URL – URL of D3FOE Azure AD Tenant – Domain name of Azure Active Directory Run as Windows Service – This will configure agent as a windows service. If you want to print custom size reports then agent should be desktop app as it sends report to Printers with help of Adobe Reader instead of sending it to Target folder. Agent as service will send it to Target folder. Sign In with your logic credentials. Go to Printers. You can see the installed Printers on your device. Select the Printers you want to enable for printing in Operations. 3. Manage Network Printers in D3FOE. Go to Organization Administrator -> Setup -> Network Printers. You will see the list of Printers enabled on Document Routing Agent. Enable the printers by setting Yes for Active field. Conclusion: Once the setup is completed you can use the Network Printers from Print Destination – Printers option. Agent once installed on one machine and enabled as Network Printers can be used by anyone using the D365 Operations.

Introduction: Quantity adjust functionality is useful to adjust the Quantity of Inventory from ‘On hand inventory’ form. Steps: Navigate to Product Information management > Products > Released Product In released Product form, select the product for which you want to adjust the Quantity. On Manage Inventory action tab, click on ‘On Hand inventory’ button. On ‘On Hand inventory’ you can check available quantity. Click on Quantity adjustment button to adjust the quantity. On Counting form, select Inventory dimensions, tracking dimensions which are required. In Quantity field, specify the quantity. you can decrease the quantity by specifying it into negative and increase the quantity by specifying it into positive. Once quantity has been specified click on OK button. Now you can check adjusted quantity on ‘On Hand Inventory’ form. Conclusion: By using Quantity adjustment functionality, you can directly adjust inventory quantity on ‘On Hand Quantity’ form without using counting journal, Inventory adjustment journals.

Introduction: When Copying a database between environments, you will need to run the Environment Re-Provisioning tool before the copied Database is fully functional, to ensure that all the Retail Components are up-to date. Steps: Steps to Process Re-Provisioning Tool: 1. Log into your LCS Project. 2. Go to Asset Library. 3. Select “Software Deployment Package”. 4. Click on Import. 5. Select “Environment Provisioning Tool”. 6. Click Pick. 7. Once this Package is available in your Asset Library, Upload this package to your system and schedule it to run as you do for any other deployable package. 8. Go to Maintain and Apply updates.

Introduction: In this blog article, we will see how we can increase simultaneous remote logins for multiple users to a remote connection. This will create different sessions for each login. It is important that we don’t increase simultaneous connection more then required as performance can decrease due to more resource demand for each login. Steps: Run -> gpedit.msc -> enter Administrative Templates -> windows Component -> Remote Desktop Services -> remote desktop session host -> connections Go to Restrict Remote Desktop Services users to a single Remote Desktop Services Session Select Disabled. Click OK Go to Limit number of connections. Select Enabled. Change ‘RD Maximum connections allowed’ to the desired connection allowed.   This will enable 2 simultaneous logins for Remote connection. In case Remote Desktop session host is not installed maximum connections allowed for remote login is 2.

Background: As we know, we can only work with Extension code in D365 Finance and Operations. In this blog article, we will see how we can add a custom display method to a Table and display it on form using Extension. Steps: Create a new Class Add Display method Display the method on form 1. Create a new Class: Go to Solution Explorer -> Project Right Click -> Select ‘Add new Item’ Select Class -> Enter Name. Class name can be anything ending with ‘_Extension’. Eg. <ClassName>_Extension Click Ok 2. Add Display method: Public Static class CFLoyaltyaddphone_Extension // Class must be static  {      [SysClientCacheDataMethodAttribute (true)]  //This statement will cache display method      public static display LogisticsElectronicAddressLocator CFS_GetPhoneno (RetailLoyaltyCard _this) //Pass Tablename as Parameter      {          DirpartyTable dirPartyTable;          Dirpartylocation dirpartylocation;          LogisticsElectronicAddress logisticsElectronicAddress;          select * from dirpartylocation              where  dirpartylocation.Party == _this.Party              join logisticsElectronicAddress               where logisticsElectronicAddress.Location == dirpartylocation.Location               && logisticsElectronicAddress.IsPrimary == NoYes::Yes               && logisticsElectronicAddress.Type == LogisticsElectronicAddressMethodType::Phone ;           return logisticsElectronicAddress.locator; //Return Field value                       }   } 3. Display the method on Form: Add the field type on form Design. Change the below property  

Introduction: In Many scenario vendors send one invoice for multiple purchase order. In below article explain how to create single invoice for multiple purchase order. Steps: Create Two Purchase orders for same vendor. PO 1st : Quantity-50, price-25 PO 2nd: Quantity- 15, Price-20 Select PO’s for which you want to create invoice Click on Invoice button in Invoice tab. Enter the same Invoice number for two Purchase orders. Click on Consolidate Invoice button and select Invoice account in summary update field. And click on consolidate. One Invoice will create for two Purchase order Click on Post button to post the Invoice. Click on Invoice journal button to check invoice line for multiple PO Click on line to check invoice lines for multiple PO Conclusion: This functionality is useful for create single invoice from multiple Purchase orders.