Dynamics 365 for finance and operations is one of the best ERP solutions that you find in the market. ERP is an acronym for Enterprise Resource Planning. It is a software that helps small and medium-sized companies to organize their work and to scale up high.  It is quite popular because there it has got some excellent features. For example, when you deploy this ERP software in your company. You get to enjoy things such as these: Feature Management Extensibility Enhancements An Option to Cancel Batch Job that is Running and so forth On top of it, it is quite affordable when you compare with the other Softwares that you find. Getting a solution to a problem is easy, as there are a lot of resources available online. Introduction: Two types of accounting for Purchase that take place when an accounting entry is generated for a product receipt or an invoice that contains stocked items. 1. Purchase order voucher entry after posting product receipt Accounting entry for the accrued liability Purchase expenditure, un-invoiced DR Purchase, accrual CR Accounting entry for the cost in inventory for the received quantity of the stocked item Cost of purchased materials received DR Purchase expenditure, un-invoiced CR 2. Purchase order voucher entry after posting product invoice Accounting entry on the product receipt for accrued liability are reversed. Purchase, accrual DR Purchase expenditure, un-invoiced CR Account entry liability for the vendor invoice. Purchase expenditure for product DR Vendor Balance CR Accounting entry on the product receipt that records the inventory cost is reversed. Purchase expenditure, un-invoiced DR Cost of purchased materials received CR Accounting entry to record the actual inventory cost. Cost of purchased materials invoiced DR Purchase expenditure for product CR Conclusion: Inventory value as well as Vendor balance will increase.

If you are planning to get Dynamics 365 for finance and operations, that is an excellent thing. It is wise to plan on getting it as soon as possible. It is an Enterprise Resource Planning (ERP) solution from Microsoft. Entrepreneurs that want their company to scale up high in a few years prefer to get this software.  It is apt for companies that are small and medium-sized. But, even large companies can use it to their benefit. While indeed, so many companies are creating ERP solutions. Nothing comes close to Dynamics 365.  The best part is that it is easy to install and configure than any other ERP solution you can find in the market. The pricing of this software is quite reasonable. Here is a solution to one of the common problems that you might face.  To account for salary payments and related transactions, you must import and post financial transactions made by payroll provider to the general ledger. The extension has been provided in Extension Market place for Importing of Ceridian Payroll Entries. The Ceridian Payroll extension allows you to import payroll transactions from the Ceridian HR/Payroll (US) and Ceridian PowerPay (Canada) services. Please find below the steps on how to install extension and import payroll entries in Financials: In the top right corner, choose theSearch for Page or Report icon, enter Extension, and then choose the related link. Click on Extension Marketplace. Select Ceridian Payroll from the list of apps. Click on Install Once it is installed user needs to logout of the Financials and log in to see the changes. Once the extension is installed the user can now import payroll entries into the system. To Import a file that is received from payroll provider user needs to map the external accounts in the payroll file and then open General Journal by searching in global search. In the General Journal, on the Action tab user needs to click on Import Payroll Transactions. Click on Next to proceed importing transaction. System will ask to provide the path of the file. Once the file is uploaded in the system User can post the general journal. Conclusion: The Ceridian payroll extension helps in reducing time and effort to create manual payroll entries in system and eliminates human error.

Scenario: CRM space is expensive, and often clients want alternatives to CRM storage for storing documents, images as these take up most of the space. Available solutions: SharePoint Online with Dynamics CRM OneDrive for Business with Dynamics CRM Currently, SharePoint document management is the preferred choice for most of the customers as alternative to storing email attachments and documents. Advantages of SharePoint: SharePoint storage cost is very small about $0.20 per GB/Month compared to CRM’s $9.99/GB/Month. So, CRM space is around 50 times costlier than SharePoint space. You can leverage SharePoint Document management features like: Full text Search Metadata sorting Revisions Enterprise grade security There are 2 ways to use SharePoint for document management with Dynamics: Use SharePoint Online Integration with Dynamics CRM. This is the ideal and efficient way to use SharePoint. You can see the steps for SharePoint online integration in one of our previous blogs: https://www.cloudfronts.com/enable-sharepoint-integration-and-onedrive-for-business-in-crm/ Use 3rd Party tools like Power Attachment, which will migrate your File attachments (notes) and Email attachments from CRM storage to Dynamics. More detail and pricing about Power attachments can found here: http://www.powerobjects.com/powerpacks/powerattachment/ 1st approach should be the preferred way for using SharePoint as it is free, and works well. But users complain about an extra step to navigate to attachments, in which case you can go for Approach 2. Alternative Solution: The drawback with using SharePoint is if you have requirement of migrating your documents from CRM storage (Notes Attachments and Email attachments), you need to use 3rd party paid tools like Power Attachment. Developing custom plugins to migrate documents to SharePoint is difficult in CRM online, since we cannot use External libraries in Sandbox plugin. Due to above 2 reason, we can use Azure Blob storage as a possible alternative for migrating CRM documents. What is Azure Blob storage: Massively-scalable object storage for unstructured data With exabytes of capacity and massive scalability, Azure Blob storage easily and cost-effectively stores from hundreds to billions of objects, in hot or cool tiers depending on how frequently data access is needed. Store any type of unstructured data—images, videos, audio, documents and more. Azure Blob Features: Easy to Use – Geo Redundancy Robust API access Very Cheap storage space: It costs about $0.03/ GB/ month- which is 6.5x less than SharePoint storage cost and 300x less than CRM storage cost. Learn more about pricing here: https://azure.microsoft.com/en-us/pricing/details/storage/blobs-general/ API Coding for CRUD Operations in Azure Blob: I have written a sample plugin which will migrate the CRM attachment to Azure blob, and save the Azure blob file link back in CRM. The plugin is registered on Annotation entity For this, I have used a RestHelper and BlobHelper utility code files, which have all the operations of (a) making a web request and (b) performing blob operations. The Helper files and the CRM plugin sample can be found in the below GitHub link:  https://github.com/somesh2207/CRMOnlineWithAzureBlob The plugin file is UploadDocumentToBlob.cs The below code from the plugin file takes the document from CRM and creates a blob using REST API: Entity entity = (Entity)context.InputParameters[“Target”]; string documentBlobURL = string.Empty; //// Optional condition to migrate attachments related to particular entity. //// If you want to migrate attachments for all entities, remove this CONDITION if (entity.Contains(“isdocument”) && entity.GetAttributeValue<bool>(“isdocument”) == true && entity.GetAttributeValue<string>(“objecttypecode”) == “account”) { string storageAccount = “<storageaccountname>”; string filename = entity.GetAttributeValue<string>(“filename”); string containerName = “<blobcontainername>”; string storageKey = “<blobstorage_accesskey>”; //// Read File string text = entity.GetAttributeValue<string>(“documentbody”); BlobHelper blobHelper = new BlobHelper(storageAccount, storageKey); bool isUploadSuccess = blobHelper.PutBlob(containerName, filename, text); //// Once blob upload is Success, get the Azure blob download-able URL of the uploaded File if (isUploadSuccess) documentBlobURL = string.Format(“https://{0}.blob.core.windows.net/{1}/{2}”, storageAccount, containerName, filename); }

Introduction: There is server requirement from client, that They required few Reports and KPI  directly on the POS on store. Like Sales by Hours or sales by Item. This report run against the retail channel Database which is connected to that specific terminal. This report is not too complex to develop on other word you can say its does not required any heavy development for these reports. it required on XML report definition, SQL Query for the Data or as requirement of column. In Below Presentation, I will demonstrate you “ Sales by Sale Person” Report. This report is most commonly request from client. Step 1: Open the AX Client and goto  Retail -> Setup -> Channel Report Configuration Open Channel Report Configuration. Click on New Button, Once you click on New button Provide New Report ID :- 114 and Description :- Sales by Sale Persons In Report Details Section, select POS Permission Group in Permission Group fields For E.g. if casher want to run or view this report then select Cashier or if only Manager can view or run this report then select Manager. Report Definition XML, here you can develop the report. With below code. Which is combination XML report definition, SQL Query. <?xml version=”1.0″ encoding=”utf-8″?><RetailReport xmlns=”http://schemas.microsoft.com/dynamics/retail/2013/06/retailreportdefinition”><Title>SALESBYSALESPERSON</Title><DataSet><DataSourceType>OLTP</DataSourceType> <Query> <![CDATA[SELECT RST.NAMEONRECEIPT AS SALESPERSON, count(*) as TRANSACTIONLINES  , CAST(SUM(RTL.NETAMOUNT) * – 1  AS DECIMAL(18,2)) AS SALESAMOUNT, CAST(AVG(RTL.NETAMOUNT) * -1 AS DECIMAL(18,2))  AS AVGSALESAMOUNT FROM ax.RETAILTRANSACTIONSALESTRANS RTL INNER JOIN ax.RETAILTRANSACTIONTABLE RTA ON RTL.CHANNEL = RTA.CHANNEL AND RTL.STORE = RTA.STORE AND RTL.TERMINALID = RTA.TERMINAL AND RTL.TRANSACTIONID = RTA.TRANSACTIONID LEFT OUTER JOIN ax.RETAILSTAFFTABLE RST ON RTL.STAFF = RST.STAFFID WHERE RTA.CHANNEL = @bi_ChannelId AND @dt_StartDate <= RTA.TRANSDATE AND @dt_EndDate >= RTA.TRANSDATE AND (RTA.TYPE = 19 OR RTA.TYPE = 2 OR RTA.TYPE = 14) AND RTA.PAYMENTAMOUNT <> 0.00 AND RTL.TRANSACTIONSTATUS = 0 group by  RST.NAMEONRECEIPT ORDER BY  SALESPERSON]]> </Query></DataSet> <ReportParameters><ReportParameter Name=”dt_StartDate” DataType=”DateTime” Label=”STARTDATE” DefaultValue=”2014/1/1″/><ReportParameter Name=”dt_EndDate” DataType=”DateTime” Label=”ENDDATE” /> </ReportParameters> <ReportCharts> <ReportXYChartCategories=”SALESPERSON”><Series>SALESAMOUNT</Series></ReportXYChart> <ReportXYChartCategories=”SALESPERSON”><Series>TRANSACTIONLINES</Series></ReportXYChart> <ReportXYChartCategories=”SALESPERSON”><Series>AVGSALESAMOUNT</Series></ReportXYChart> </ReportCharts></RetailReport> Report Definition XML Explanation XML Report Definition Below Part is XML Report Definition of POS Report. <?xml version=”1.0″ encoding=”utf-8″?><RetailReport xmlns=”http://schemas.microsoft.com/dynamics/retail/2013/06/retailreportdefinition”><Title>SALESBYSALESPERSON</Title><DataSet><DataSourceType>OLTP</DataSourceType> SQL Query With help of SQL Query, you can set report logic. For Sales by Sales Person report below is SQL Query. You can also use stored procedures. <Query> <![CDATA[SELECT RST.NAMEONRECEIPT AS SALESPERSON, count(*) as TRANSACTIONLINES  , CAST(SUM(RTL.NETAMOUNT) * – 1  AS DECIMAL(18,2)) AS SALESAMOUNT, CAST(AVG(RTL.NETAMOUNT) * -1 AS DECIMAL(18,2))  AS AVGSALESAMOUNT FROM ax.RETAILTRANSACTIONSALESTRANS RTL INNER JOIN ax.RETAILTRANSACTIONTABLE RTA ON RTL.CHANNEL = RTA.CHANNEL AND RTL.STORE = RTA.STORE AND RTL.TERMINALID = RTA.TERMINAL AND RTL.TRANSACTIONID = RTA.TRANSACTIONID LEFT OUTER JOIN ax.RETAILSTAFFTABLE RST ON RTL.STAFF = RST.STAFFID WHERE RTA.CHANNEL = @bi_ChannelId AND @dt_StartDate <= RTA.TRANSDATE AND @dt_EndDate >= RTA.TRANSDATE AND (RTA.TYPE = 19 OR RTA.TYPE = 2 OR RTA.TYPE = 14) AND RTA.PAYMENTAMOUNT <> 0.00 AND RTL.TRANSACTIONSTATUS = 0 group by  RST.NAMEONRECEIPT ORDER BY  SALESPERSON]]> </Query></DataSet> Report Parameter This Dataset you to define report input parameter. In this Example Start date and End Date is Input parameter. When user want check data with specific date range then he can enter start and End date. <ReportParameters> <ReportParameter Name=”dt_StartDate” DataType=”DateTime” Label=”STARTDATE” DefaultValue=”2014/1/1″/><ReportParameter Name=”dt_EndDate” DataType=”DateTime” Label=”ENDDATE” /> </ReportParameters> Report Charts Report chart is used to Display chart on fields which you define in SQL Query Section. Here in this Example, I define SALESAMOUNT, TRANSACTIONLINES & AVGSALESAMOUNT. <ReportCharts> <ReportXYChartCategories=”SALESPERSON”><Series>SALESAMOUNT</Series></ReportXYChart> <ReportXYChartCategories=”SALESPERSON”><Series>TRANSACTIONLINES</Series></ReportXYChart> <ReportXYChartCategories=”SALESPERSON”><Series>AVGSALESAMOUNT</Series></ReportXYChart> </ReportCharts></RetailReport> Step 2: Once Step 1 is completed, we need to set this report to POS. so that user can use this report. We need to run job for the Report to all channel. In AX, go to Retail -> Periodic -> Data distribution -> Distribution schedule Run the JOB ID: – 1110. And wait for couple of minutes to complete the job. After Complete the Job Open AX POS and Go to POS Report. You will be able to see Sales by Sales Person Report. Conclusion: By Using, XML Report Definition, SQL Query, Report Parameter and Report Chart you can develop POS Report.  

In this blog , we will see how can a user create a custom Page Template Web Template Using Liquid template code in CRM Portals. Pre-Requisites: 1. Dynamics 365 Portal(CRM) 2. D365 CRM Environment Scenario: The user will have to create a simple two-column template that WebLink Set as left -Side navigation, with the page content to the right. The Web Template Page Template that we are going to create is shown below. Steps for Implementing Above Scenario Step 1: The user will first have to create two Web Templates one which will have the layout design and the other will have the content to the layout designed previously. In the Layout web template the user has to go to Portals > Web Templates on the dashboard and select new in the CRM Environment. The user has to enter the following details along with the Liquid Template code as shown below. Step 2: In this step the user has to create the second Web Template as shown below which will contain the Liquid Template code for inserting data content in to the Web template layout designed previously. Step 3: Now the user will have to create a new web link set according to the Web Link Set that the user has defined and intends to use in his Web Template. Over here the user has referred to Web Link Set ‘My Order Link’. The user has to go to Portals > Web Link Sets and click on New and enter the details as shown below. The user needs to add Links to the Web Link Set as shown below by clicking on the ‘+’ button to the right after the Web Link Set is saved. Step 4: Once this is done the user now has to create a Page Template that will include the web templates that we have created previously. In order to create a new Page Template the user has to go to Portals > Page Template. The user will enter the details of the Page template as shown below and click on ‘Save’. Step 5: Now the user will create a Web Page that will utilize the Page Template that we have designed. The user can create a Web Page directly form a Page Template by clicking on the ‘+’ button to the right on the Web Page Tab or by going to Portals > Web Pages and clicking on New. The user has to enter the details of the Web Page as shown below. The user can create a custom Localized Content that will be used in the 2nd section of the layout of the Web Template. The user can create a new localized content for the following Web Page by selecting the ‘+’ option. Step 6: The user will have to go to the Dynamics 365 portal environment and create a new child page that will display the result. While Entering the details of the child page the user will have to specify the Page Template that we have created previously as shown below.

Introduction: We have an integration of CRM with 3 party system which sends sales data. We used the Azure service bus to send data from CRM to 3 party system in real-time. It was working fine until CRM 2016 But after the upgrade of Dynamics CRM to Dynamics 365, our integration stopped. Description: We decided to check why our integration has stopped so, we checked the system log and we found there is some issue with service connection. After diagnosis of error we try to update the Azure service bus but we were not able to update the service end point. We continuously receiving the same error “Invalid Namespace” So we tried another approach and decided to create new service end point. I have followed the below steps for registration. Register a new Service Endpoint Add the connection string from Service Bus portal. Select the Designation Type as “Two way” The error occurs “Provide a valid Namespace Address” while saving it. Solution: We connected with Microsoft and they suggested that there is a slight modification in the Namespace Address. To resolve this issue you need to change Namespace Address from sb:// to https:// Example: sb://xxx.servicebus.windows.net/abc/xyz -> https://xxx.servicebus.windows.net/abc/xyz Conclusion: Sometimes unknown minor issues will stop your whole integration process and it will be not known to you. Hope this blog helps you resolve your service bus integration issue.

In D365 Operations, many times we need to check what data is store in tables. So, we open table browser from backend. Sometimes we face below error for all tables while opening table browser, it is a very common error and it simply means any recent customization is not compiled or sync in database. Solution: Go to Dynamics 365 -> Build Models Select the model which you have recently customized. Go to options tab. Select Synchronize database. Click Build.

Introduction: Editable Grid is a new feature introduced Out-Of-The-Box with D365 to ease of most common necessity of editing records from the grid itself. Up until now, you had to explicitly open a record and then update the changes. With Editable Grids, You can enable Editable Grid at the entity level so that all Entity Views are converted to Editable Grids or also on a specific form where subgrid is used. Enable Editable Grid on the Entity Currently, this is how your default read-only grid looks: Navigate to your entity in the Default Solution (Settings > Customization > Customize The System > Default Solution > Entity) on which you want to enable Editable Grid. Then select the Controls tab on the entity as shown below: The click on Add Control… hyperlink as mentioned below: Once you see the window as below, select Editable Grid and click on Add. Once this has been enabled for the entity, you can make the change in the Control section as shown below: I’ve chosen to have Editable Grid for Web, Phone and Tablet as well. Save and Publish the entity changes. At this point, the Grid has been enabled on the Entity level. Enable Editable Grid on the Form Now, Editable Grid has been enabled for that entity. You can go to your form where you already are using this entity’s subgrid on its form. Open the Form Editor of that form. Double click on the Grid to show it’s properties. Navigate to Controls tab: Now, click on the Add Control similar to the step shown to enable Editable Grid on the Entity level. Make sure the options are selected to use Editable Grid and click OK. Save and Publish changes made to the form and refresh the form to see the change. You can now see the subgrid used has changed: Use Editable Grid You can quickly hover over the column and record value and change it easily. Also, fields that are read only, like System Fields will be shown representing a lock indicating that they can’t be edited. These are some of the basic uses of Editable Grid. More information is provided by Microsoft on their official documentation here: https://msdn.microsoft.com/en-us/library/mt788312.aspx.

Introduction: In this blog, we are going to discuss how to find the users having the System Administrator role. This can be done using the basic feature of CRM. Instead of checking all the Users separately and identifying the System Administrator(s) we can utilize the CRM feature of Advance Find. Steps: Step 1: Login to your CRM organization and click on Advanced Find located on the top toolbar as shown below. Step 2: On the Advanced Find page, click the Look for: drop down as shown below, scroll down and select Users. Step 3: Select Security Roles from the list. Step 4: After selecting Security Roles, under Fields select Name from the drop down Step 5: Enter the search string in the enter text location “System Administrator” and click Result. Step 6: Users with System Administrator role will be visible. We hope this has given you a useful information.  

ERP means Enterprise Resource Planning. So many companies are creating ERP software these days. Microsft Dynamics is a product from the world’s leading company Microsoft. Dynamics 365 for Finance and Operations is one of that ERP software that can help companies (Small & Large) to streamline their finance and operations departments so that they can become efficient.  The price is affordable, and once you install it, using the software is quite easy. There are some of the best features that this ERP software offers. You need to take the time to understand how to use this software to do things much quicker. If you are the employer, you should plan on organizing training sessions so that people can understand how to use it. Microsoft Dynamics 365 for Operations supports Direct delivery to customers. With direct delivery, sales orders are delivered directly from the vendor to the customer without physically entering your company’s inventory.  This type of delivery saves delivery time, labour cost, and inventory carrying costs, reduce transportation cost because you do not hold the products in your warehouse before you ship them to the customer. Below is the procedure to send ordered products directly to the customer from the vendor. 1) Open Sales and marketing > Common > Sales orders > All sales orders. Or Accounts receivable > Common > Sales orders > All sales orders. 2) Click Sales order in the New group of the Action Pane to create a new sales order. 3) In the Create sales order form, select Customer account and then click OK. 4) In the Item number drop-down, select Item. Enter quantity in Quantity Field. Specify all other information which is required. 5) Click Direct delivery in the New group of the Action Pane. 6) Then Direct Delivery form will be opened. If Vendor account number specified on item then it will automatically come on Direct Delivery form otherwise you can select or change it manually. Select the Include all check box if you want to create direct deliveries for all the sales order lines in the form. You can also select individual lines by clicking the Include check box for each sales order line and click OK. 7) Once Purchase order is created you will get below Infolog on screen Automatic purchase creation Vendor account: XXXX Purchase order XXXXXX has been created. And also you can see Purchase order number on Sales order line details in reference number field. 8) Open Purchase order, Click Header view in the Page Option group of the Action Pane, and then click the Address FastTab. You can see Customer Delivery address which came from Sales order form. 9) Now confirm the Purchase order and Post the Product receipt. 10) Once Product receipt has been posted then Purchase order status will be changed to Received and Sales order status will be automatically changed to Delivered. Conclusion: By using Direct delivery functionality you can create deliveries directly from vendors to customers, reducing delivery time and order administration.