Dynamics 365 for finance and operations is an ERP solution that helps you to streamline the processes and helps you to become efficient. ERP stands for enterprise resource planning. It is a cloud-based application that helps the team members to work with each other with ease. This product is developed by Microsoft and is one of the most popular ERP solutions in the world.  Installing and using this application is not that difficult. If you put in some effort, you will quickly learn how to use this system with ease. You will get to enjoy so many awesome features when you use this particular ERP suite. If you are a new user, it might take some time before you understand how to navigate or do certain tasks in it.  In this blog article, we will see how we can integrate attachments to and from Dynamics 365 Operations. We need to create a Data Entity which will be general for integrating all attachments to other systems. Attached data will be passed in the Attachment field and transferred in Byte Array format. Prerequisites: D3fO Environment. Steps: Create new Project. Duplicate the Entity Make the Entity general for attachments. Build and Synchronize the Project. Create a new project Open Visual Studio. Go to File -> New -> Project. Select Operations Project. Provide a Project Name and Solution Name. Click OK. Duplicate the ‘EcoResDocumentAttachmentEntity’ Entity Go to AOT -> Data Model -> Data Entities -> EcoResDocumentAttachmentEntity. Right Click EcoResDocumentAttachmentEntity -> Duplicate in project. Make the Entity general for attachments. Change Entity Property. Delete EcoResProductImage DataSource Go to Data Source -> Docuref DataSource -> EcoResProductImage. Right Click EcoResProductImage -> Delete. Delete fields Change Entity name in methods Go to Methods. Press F7. Replace EcoResDocumentAttachmentEntity with new Entity Name. Build and Synchronize the Project. Build the Project and Synchronize the Database. So, this will create an entity to integrate attachments to and from D3fO. Let me know your reviews. I will soon come up with more articles, as I further explore D365 Operations.  

Dynamics 365 for Financials supports Multiple Legal Entities. Assisted Setup helps in setting up the new company in few hours and get it ready for use. Please find below the steps on how to create a company and set it up : To Create a new Legal Entity In the top right corner, choose theSearch for Page or Report icon, enter Companies, and then choose the related link. Click on New to create a new company. Provide the Name of the Company and tick on Enable Assisted Company Setup To Open New Company To change the legal entity the user need to go into My setting (Top right corner of the Homepage) Change the company to the newly created company. The user needs to sign out from Financials and log in again to Open a New company. Using Assisted Setup & tasks Once the new company is opened on the home page in the Action bar there is a button of Assisted Setup & tasks. On opening the assisted setup, it will show the following options: Migrate Business Data – Lets you import your existing company data such as vendors, customers, and items from Excel or QuickBooks. Set up My Company – It will show as completed as we have already created a Company. Set Up Cash Flow Forecast- Sets up the Cash Flow Forecast chart, so you can view the predicted movement of cash in and out of your business. The chart is available on the Accountant Role Centre. Set Up Approval Workflows-Sets up the ability to automatically notify an approver when a user tries to create or change certain values on documents, journal lines, or cards, such as an amount above a specified limit. Set Up a Customer Approval Workflow-Sets up the ability to automatically notify an approver when a user tries to create or change a customer card. Set Up Email-Gets you ready for sending email messages directly from, for example, sales orders or contacts in Financials. Set Up Email Logging-Sets up the capability to log email correspondence in Financials to follow up on interactions. Set Up Outlook for Financials-Sets up the ability to use and launch Financials from Outlook. Set Up Reporting-Sets up data sets that you can use to build powerful reports using Excel or Power BI, for example. Set Up and Item Approval Workflow-Sets up the ability to send a notification to an approver when a user changes or creates an item. Set Up a Payment Approval Workflow-Sets up the ability to send a notification to an approver when a user sends payment journal lines for approval. Set Up Dynamics CRM Connection-Sets up a connection to Dynamics CRM, which allows you to synchronize data such as contacts and sales order information. Set Up Sales Tax-Gets you started with default Tax groups and assigning Tax area codes that you can assign to customers and vendors to automatically calculate sales tax in sales or purchase documents. Some of the above tasks can be skipped based on the requirement. The status is set to completed when the setup of each task is done ensuring that the company is ready for use. Conclusion D365 for financials is a very good product for Small and medium size enterprises. The assisted company setup feature is just a checklist to ensures that all the required setups are completed and the users can start using the system.

TIBCO Cloud Integration NAV Connector is compatible with Dynamics 365 Financials. Prerequisite: Dynamics 365 Financials. TIBCO Cloud Integration Subscription. Steps: Login to TIBCO Cloud Integration URL: https://app.scribesoft.com/ Create a new connection by selecting the connector type as Microsoft Dynamics NAV. Fill in the required details. OData Service URL: For the OData URL, login to Financials and search for ‘Web Services’. Search button is on the top right side of the home page. You will find OData V4 URL of individual Web Services. Copy the URL till OData. Username and Password: Search ‘Users’ in Financials. Select the logged in User. Username is the required User Name in Connector and Web Service Access Key is the password. Company Name: It is displayed on the Home Page. For entities or pages to be visible in Scribe, you need to create Web Service for each required page. Search for ‘Web Service’ Click on the Action Tab and then Click on Create Data Set. Setup Page Will Pop-Up; Click ‘Next’ Select ‘Create a new data set’ and then ‘Next’ Give a name and select Data Source Type as ‘Page’, Data Source Id as the required Id of page. Example: Currencies = 5 Select the fields that you need and then click ‘Publish’. Final Step, reset the metadata in TIBCO Cloud Integration and you are set for building Integrations!  

In this blog article, we will see how we can export model in a model file, then import model file in development environment and delete existing model in development environment. Prerequisites: D3fO Environments. Steps: Export Model in a Model File. Import Model File. Resolve Conflicts. Build and Synchronize Model. Export Model To export a model in a model file, use the ModelUtil.exe tool which is located in j:\AOSService\PackagesLocalDirectory\Bin and the -export directive. ModelUtil.exe -export -metadatastorepath= [path of the metadata store] -modelname=[name of the model to export] -outputpath=[path of folder where model file should be saved] Example: Import Model To install a model file in development Environment, use the ModelUtil.exe tool and the -import directive. ModelUtil.exe -import -metadatastorepath=[path of the metadata store where model should be imported] -file=[full path of the file to import] Example: If the model already exists in Development Environment, then first delete the model using ModelUtil.exe tool and -delete directive. ModelUtil.exe -delete -metadatastorepath=[path of the metadata store] -modelname=[name of the model to delete] Example: Resolve Conflicts If the model you installed has customizations in higher layer, you need to resolve code or metadata conflicts. Under Dynamics 365 -> Addins -> select Create Project from Conflicts. In dialog box, select the model you installed, to check for conflicts. Click Create Project. New Project is created with elements having conflicts. Resolve the conflicts. Build and Synchronize Build the Model and Synchronize the Database.

In this blog article, we will explain you on how to connect dynamics 365 financials service inside of Power BI. Earlier Microsoft dynamics 365 gives out of the box connectors for Sales, service Manager and Marketing to connect over Power BI for readymade dashboards but on the new powerbi updates we have direct connector for Dynamics Financial 365. Below are the steps to connect over Financial OData: Open the Power BI desktop tools and clicked on getdata Select “Dynamics 365 for financial” in Online services. When Promoted, enter your Microsoft Dynamics Financial OData URL For getting this ODAT URL, you need to first login on dynamics 365 portals and then search web services in the search button, so you get below screen and copy the OData url. Please use url up to “OData” flag only. After connecting this ODATA URL, it will ask for the authentication so choose basic authentication Mode and your User Details. Your password is the web service access key of the Admin user and you can get it from users tab. So, after connecting to the financial ODATA you will get all the tables loaded in to powerbi desktop tools and from that we can design a dashboard.  

In this blog article, we will see how we can create a Project and Deploy a Dynamics 365 Operations Environment using Microsoft Dynamics Lifecycle Services. Prerequisites: Lifecycle Service Account Azure Subscription Steps: Create a new project in Lifecycle Service Account. Azure Settings Deploy Environment. Create New project in Lifecycle Services Navigate to https://lcs.dynamics.com/Logon/Index Click Sign in. Loginwith the account you used to subscribe. Click the + icon to create a new project. Select the project type- “Migrate, create solutions and learn Dynamics 365 for operations”. See below screenshot for reference. Enter the project information and then clickCreate. Azure Settings: Follow this link to setup your Azure connector settings, https://ax.help.dynamics.com/en/wiki/arm-onboarding/ Deploy Environments: In newly created Project, go to Environmentssection, click the plus sign (+). Refer screenshot below You can click either the Downloadlink to download the VHD or Next to deploy on Azure. Azure is the preferred path. Enter the environment name. Read the terms, and then select the check box to indicate you understand them. Click Next. Confirm the details, and then click Deploy. So, this will deploy the D365 Operations Environment. Let me know your reviews. I will soon come up with more articles, as I further explore D365 Operations.  

In legacy X++, it was possible to prescribe in metadata that certain methods were to be executed prior to and after the execution of a method. The information about what subscribes call was recorded on the publisher, which isn’t useful in the Dynamics AX environment. It’s now possible to provide Pre and Post handlers through code, by providing the SubscribesTo attribute on the subscribers. Here is a blog showing some of basic use of EVENTS handlers of the Form with respective syntax for logics. Form datasource from xFormRun [FormEventHandler(formStr(SomeForm), FormEventType::Initialized)] public static void SomeForm_OnInitialized(xFormRun sender, FormEventArgs e) { FormDataSource MyRandomTable_ds = sender.dataSource(formDataSourceStr(SomeForm, MyRandomTableDS)); … } Get FormRun from form datasource [FormDataSourceEventHandler(formDataSourceStr(MyForm, MyRandomTableDS), FormDataSourceEventType::Written)] public static void MyRandomTableDS_OnWritten(FormDataSource sender, FormDataSourceEventArgs e) { FormRun formRun = sender.formRun() as FormRun; formRun.myCustomMethod(); } Get FormRun from form control [FormControlEventHandler(formControlStr(MyForm, MyButton), FormControlEventType::Clicked)] public static void MyButton_OnClicked(FormControl sender, FormControlEventArgs e) { FormRun formRun = sender.formRun() as FormRun; formRun.myCustomMethod(); } Access form control from xFormRun [FormEventHandler(formStr(SomeForm), FormEventType::Initialized)] public static void SomeForm_OnInitialized(xFormRun sender, FormEventArgs e) { sender.design().controlName(formControlStr(SomeForm, MyControl)).visible(false); } Get current record in form control event [FormControlEventHandler(formControlStr(SomeForm, SomeButton), FormControlEventType::Clicked)] public static void SomeButton_OnClicked(FormControl sender, FormControlEventArgs e) { SomeTable callerRec = sender.formRun().dataSource(1).cursor(); }  

There were value models and depreciation books valuation concept for fixed assets in earlier releases. Value models and depreciation books functionality have been combined into a single platform that is known as a Books. This is new in Microsoft Dynamics 365 Operations version 1611. Value Models and Depreciation Books (earlier versions): Books (Microsoft Dynamics 365 Operations version 1611) Value Models: Value Models are important for fixed assets. Value Models are used to track financial values of fixed assets like accounting acquisition, depreciation, adjustment, net book value, revaluation, disposal sales, disposal scarp etc. In short, useful to get fixed assets financial information. Depreciation Books: Depreciation books are used to post depreciation that does not affect the General ledger. Books (Microsoft Dynamics 365 Operations version 1611): Books are useful to post depreciation that does not affect General ledger or useful to track financial information of fixed assets. Books have a new Post to general ledger option. If enable  it behaves as Value Model and if disable this option then it behaves as Depreciation books. Below is setup comparison between Depreciation Books, Value Models and Books. Conclusion Books is simplified combine functionality of Value models and Depreciation books. You can track financial information or use to post depreciation without affect the General ledger by using Books.

Introduction: The OCR Service technology with added line item capture functionality can be used in the Dynamics 365 for Financials. OCR stands for Optical Character Recognition which enables the user to scan the invoice document and send it to Lexmark Invoice Capture Service(ICS) for OCR Services. This helps the user to reduce a lot of manual work of entering data into the system and also automates the process of obtaining Vendor invoice data. In this article, we will see how to set up and implement OCR Services in Dynamics 365 for Financials. Prerequisite: Microsoft Dynamics NAV 2017. Lexmark ICS login credentials. Purpose of the Setup: Our goal is to setup and implement OCR Services in MS Dynamics 365 for Financials. Steps: Setting up OCR Services in Dynamics 365 Financials The User will have to click the search option Button to the Top Right of the Web Client window. In the search box, the user has to type OCR Service Setup to open the OCR Service Setup page. Fig 1.1 Opening the OCR Service Setup page using search option In the OCR Service Setup page the user will have to will have to enter in the user name, password and authentication key which will be provided to the user once the user has registered to Lexmark Invoice Capture Service(ICS). Once this is done the user will have to test the connection by selecting the Test Connection button. A dialog box will appear once the connection is tested stating whether the connection is successfully established or not. The user has to finally check the Enable checkbox to enable the OCR Services for MS Dynamics 365 for Financials. Fig 1.2 Setting up Credentials for the OCR Service Setup Setting up Line Items In order to capture the line items into purchase invoices in MS Dynamics 365 for Financials the mappings need to be updated by the following steps In Dynamics 365 for Financials, open the Data Exchange Definition page The user will have to save a backup of the OCRINVOICE existing mapping by selecting the ‘Export Data Exchange Definition’ option. After taking a backup of the existing mapping, delete the OCRINVOICE map. Download the new mapping file by using the following link http://docs.readsoftonline.com/store/mapping/NAV_DataExchangeDef_OCRINVOICE_v1102.xml The user has to import the new mapping file by selecting the ‘Import Data Exchange’ option. Fig 2.1 Setting up Line items by changing the mapping of the OCR Service in the Data exchange Definition page Using OCR Services in MS Dynamics 365 for Financials The User will click on Incoming Document option or type ‘Incoming Documents’ to open the Incoming document page. User will have to upload the Document(PDF/Image) that is to be used in the OCR Service by clicking on ‘Create from File’ option which will upload the file to the ‘Main Attachments’ of the Incoming Document in MS Dynamics 365 for Financials. To Send the document to the OCR Service the user will have to click on the Send to ‘OCR Service’ option. After waiting for some time till the document processing is completed, User will click in the Receive form OCR Service. On receiving the OCR Service, the Financial Details gets updated in Incoming Document. User will Check if the Financial Details received are correct or not If yes, then user will have to click on Create Document option to create purchase Invoice. If no, then user will have to click on Correct OCR Data option and make changes to the required fields and then on Click Send OCR Feedback to correct the OCR Service from making similar errors on future incoming documents. User will the create the purchase invoice by clicking on create document option. Fig. 3.1 Uploading the PDF Document of the Invoice into the Incoming Documents Page Fig. 3.2 Sending the Incoming Document to the OCR Service. Fig. 3.3 Receiving Financial Information from the OCR Service. To create a purchase invoice, record the user clicks on the ‘Create Document’ option to generate a purchase invoice record of the OCR read Incoming Document. Fig. 3.4 Creating Document (i.e. Purchase Invoice) of the OCR read Incoming Document Conclusion: The OCR Service option in MS Dynamics 365 for Financials helps to speed up the process rapidly of processing invoices more accurately and gives a better result. The OCR Service provided by Lexmark Invoice Capture Service automates the entire process and saves a lot of time that goes in manually entry of data into the system.