Many customers use Azure Active Directory (Azure AD) to manage user credentials for those services. In those cases, the customers might want to use the same Azure AD account across applications. Before a store worker can use an Azure AD account to sign in to the POS application, the Azure AD account must be associated with that worker. At times you will get an error while sign in POS for employees. Even when you add Associate Existing identity for the worker in HQ. Follow the below steps: Go to Azure portal, Click on Azure active directory. Go to user and select the user Copy the External Sub Identifier. Inside AX HQ, go to Commerce shared parameter Inside Identity Provider, Add azure AD link. Inside relying parties Add user External sub identifier for the same. Inside https://commerce.dynamics.com/auth provide below relying parties. Inside https://commerce.dynamics.com/authcc provide below relying parties. Run 9999 job from Channel database. After full Sync Activate POS again. you will able to sign in successfully. hope this helps!

In this blog we will see how we can change the currency format in D365 CE. We are using the Currency field named Price on Account form and we wanted to price in XX,XX,XXX.XX format Let see how we can achieve this. Solution: Go to Settings and click on Personalization settings. After clicking on Personalization setting, In Set Personal Options click on Format. Click on Customize -> in Number, Digit group change the format as per requirement. After updating click on Apply and Ok. In our requirement, we wanted currency in XX,XX,XXX.XX  format on Account Entity. Price field Before Changing – Price field after changing –

Using the POS screen layout designer is a tedious work and very likely you would not want to do this in every environment over and over again. For this particular task of moving POS screen layouts, here are the steps to follow: In Data Management, Click on Export. Add following entity list  for POS design and receipt format. POS layout images POS button grid POS button grid buttons POS screen layouts POS screen layout zones POS screen layout button grid zones POS screen layout image zones POS screen layout report zones POS visual profiles Layout sizes RetailTillLayoutConfigurationEntity Receipt format Receipt profile Receipt profile line Export that entity Download package Import POS design and receipt format In Data Management, Click on Import. Click on Add file. Click on Upload and add Select the package file which is export (select in Zip format). Entities will be added. Click on import.  Run 1070, 1090 job and refresh the browser link. Hope this helps!

If you’re using a Tier-2 sandbox or production environment that has application version 8.1.2.x or later, you must initialize Commerce Scale Unit before you can use retail channel functionality for point of sale (POS) operations that use Retail Server in the cloud. Initialization will deploy a Commerce Scale Unit (cloud). Prerequisites: Deploy a Tier-2 sandbox or production environment that has application version 8.1.2.x or later. Initialize Commerce Scale Unit as part of a new environment deployment Make sure the headquarters environment is available and not in Maintenance mode. Steps: In LCS, on the environment details page, Click on Manage. Click on initialize Select your region And initialize. Inside HQ, go to channel Database new channel DB created. Add channels inside that new Channel DB. Go to channel, click on channel profile and select that new channel DB. Run 9999 jobs from channel Database. I hope this helps!

If you want to track a user who has opened records of any specific entity then you are on the right blog because today we are going to see how we can do simple customization to track the user activity of who has open which record for how many times. Step 1: Create an Entity to track the log of retrieve activity of the registered entity. Following are fields in the entity to track user activity tracking activity 1. Name — Logical name of Retrieved Entity. 2. Record Id — Record Id of that Retrieved Entity. 3. No of Time Retrieved — Stored number of times a user has retrieved that specific record. Step 2: Create a Plugin to create a Retrieved Log record The record will be created or updated whenever the user opens the entity form to check details and the following is code for the same. Explanation: 1. When the plugin will trigger it will check if the retrieved log of that record is already present or not. 2. If retrieve records is not present it will simply create a log record with the following details a. Name — Type of records which user has opened [Entity] b. Record Id — Record Id of record which user has opened c. User — which the user has opened the record. d. Count = 1 3. If the retrieved record is already existing in the system then it will increment the count of the number of times a user has retrieved that record by 1 so that we can track how many times the same user has open that specific record. Step 3: Register the Plugin on Retrieve of Entity on entities for which you want to add tracking. Retrieve: It will trigger whenever an entity form is open by any user. While registering the new step for the plugin please make sure that Run in User’s Context must be “Calling User” so that we can have a track that which user has opened which record. Note: All security roles which are given to the user should have read, create and update right to “Entity Tracker” Entity. Also, the stage of execution of Plugin and execution mode must be “PostValidation” and “Asynchronous” so that it will not affect any system jobs and it can run in the background process. If you want to track a retrieve activity of opportunity then you just need to register the new step and select Primary Entity as an opportunity as I have already done for Account and Contact. Now, your system is ready to track the user’s entity retrieve activities, and you will see the following records: Using the above record you can create any type of custom charts and put them in your admin dashboard or you can create a Power BI report to track activity. I hope this helps you, if yes please like the blog. And, the next blog will be on the dashboard & charts based on our Entity Tracker records so stay tuned for that!

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)

Requirement: The user will create the record from the Quick Create and on change of specific field, the record should automatically save. Whenever the record will be saved it should open the created record. In our scenario, we are going to use the Account Entity. When the user will enter the main phone data in the Account Quick Create Form, the record will automatically save and it will open the created account record. Steps: Go to Default Solution or your customization solution and Open the Quick Create Form from Account Entity 2. Click on the Form Properties to edit the form properties of Account Quick Create Form and add the script on the form. 3. Click on the +New button to add the JavasScript web resources on the form so that you can use the script function on Form Events 4. If you wanted to use an existing Web Resource then you add it or else create new by click on new 5. Create a new Script and add it on form 6. Now, we need to add the event list and bind the calling function to it. To do it click on the + New on Event Listener of Form Properties. Note: Please don’t forget to pass the execution context as the first parameter to the function. 7. We will use formContext.data.save() function to get the created record’s GUID and open entity record using that GUID. Following is code for your reference: 8. Code Explanation: a. quickCreateonSave is a function that is trigger on change of Main phone fields of Account Quick Create. b. When the function is triggered we are using formcontext.data.save to save the save so that we can get the GUID of the recently created record. c. On formcontext.data.save() we can assign two functions — on success and failure as parameter to .then() [Reference] d. On Success, the function will return the following response where you can get the entityType, entity id, and name of the record. e. After getting the entity id and entity type, we can use the open form to open the record as mentioned in the Code. 9. Publish all the customization that you have done on the Account Entity Demo: I hope it helps you guys!!

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”

At times you will get an error while creating positions for employees such as this: The assignment end date must not be earlier than the assignment start date Here even if you put an Assignment end date you wont be able to create a position because the actual error is on the below form. Once you make changes to it and add date to available for assignment field, you will be able to create a position successfully Hope this helps !

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”