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Category Archives: D365 Finance and Operations

Model import and export in D365 Finance and Operations using Powershell

When we want to move customization done on specific model from one environment to other development environment we need to export and import the model file. Steps for model import and export using PowerShell :- Open PowerShell in administrator mode. Change directory to the path of package bin folder. Export command:-.\ModelUtil.exe -export -metadatastorepath=C:\AOSService\PackagesLocalDirectory -modelname=”name of model” -outputpath=path to store model after exportFor example: If model name is TOUpgradeModel and I want to store the model file to path is C:\Temp\ModelFile The command will be as follows: .\ModelUtil.exe -export -metadatastorepath=K:\AosService\PackagesLocalDirectory -modelname=”TOUpgradeModel” -outputpath=C:\Temp\ModelFile Output file you can see on the specified path as Import Command :-.\ModelUtil.exe -import -metadatastorepath=C:\AOSService\PackagesLocalDirectory -file=the path from. axmodel to importFor example: .\ModelUtil.exe -import -metadatastorepath=C:\AOSService\PackagesLocalDirectory -file=C:\Temp\ModelFile\TOUpgradeModel-Cloudfront.axmodel ( Note : If model already exist in your environment, trying to import the same model you will     receive the error message of “Model already exist”. So, delete the existing model by command .\ModelUtil.exe -delete -metadatastorepath=C:\AOSService\PackagesLocalDirectory -modelname=” TOUpgradeModel ” try to import the model)

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How to resolve Error “Exception from HRESULT: 0xC0202009” While data export

While  Exporting data using data entity in D365 FO sometimes the Data project fails to export data with error “Exception from HRESULT: 0xC0202009”.   While event log displays   – EventData  methodName DMFGenerateSSISPackage.generateFileDataV2() diagnosticsMessage System.Exception: Exception from HRESULT: 0xC0202009 at Microsoft.Dynamics.AX.Framework.Tools.DMF.ServiceProxy.DmfEntitySharedTypesProxy.DoWork[T](Func`1 work) at Dynamics.AX.Application.DMFGenerateSSISPackage.`generateFileDataV2(DMFDefinitionGroupExecution _dmfDefinitionGroupExecution, String _defGroupName, DMFFileFormat _fileFormat, DMFDelimiter _rowDelimiter, DMFDelimiter _columnDelimiter, String _codePage, String _locale, NoYes _isFirstRowHeader, NoYes _unicode, String _source, String _textQualifier, DMFXMLStyle _style, String _rootElement, String _filePath, Map _entitySyncVersion, Int32 _previewCount, Boolean @_entitySyncVersion_IsDefaultSet, Boolean @_previewCount_IsDefaultSet) in xppSource://Source/ApplicationFoundation\AxClass_DMFGenerateSSISPackage.xpp:line 1273 In Such Cases, the reason behind this is some target fields is may be disabled or cause this problem. To resolve this problem, you need to perform the following steps :-   Refresh Entity List  Data Management>>Framework parameters>>Entity Setting And wait until all entities got refreshed Regenerate Mapping – Select data entity with the above issue (In our case Sales Order header v2 Entity)from data entities in data management. Click on Generate Mapping – Select “Yes” from generation warning Note:-You can try to disable/remove fields from the mapping until it starts working. This way you at least find out the problematic field. To be more effective, disable the first half of the field list. If the export works, the problem was in some of the disabled fields. I hope this will help you.  

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Error “A reference to ‘xyz ‘ is required to compile this module” solution

Many of the time while building project/solution we came across the “reference is required to compile this module error”. The reason behind this error is that your module’s reference package is missing the required package. In error itself, the missing module can be rectified as shown for example in following screenshot reference to “SourceDocumentationTypes” is not made. Now you have to add a missing reference to your module as follows: Select Update model Parameters from Dynamics 365 >>Model Management>>Update model Parameter Now select the required model name from the model list and click on Next. Now make sure to select the checkbox in front of a required reference from reference packages (In our case SourceDocumentationTypes reference was not there ) and click on next. Now click on finish. Now after attaching a reference to the package build package/Solution and you have solved your error.

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Create Azure Connector With ARM(Azure Resource Manager) Configuration

While Creating Any Cloud-Hosted Environment in LCS it Is Necessary to create Azure Connector for which ARM(Azure Resource Manager) configuration is necessary. So this article will help you to create Azure Connector. Steps to follow :- Role assignment at the azure portal For Proper Working of Azure Connector make sure you have mentioned role assignment in your azure portal.Visit the Azure portal with the same credential as that of LCS and visit subscription section. Now select Access Control(IIM) In which click on Add Button and select Add Role Assignment. Now Configure the Add Role Assignment field as follows and save those configurations. Authorize link Now Navigate back to LCS in which Project Settings>>Azure Connectors and make sure to autorize link by clicking authorize button. Create Add option for connector Click on Add Button in Azure Connectors section and add Name, Azure subscription Id ,  and Toggle Configure to Azure Resource Manager(ARM) option to Yes. Click on next and Check for the following page Again Click on next move to the next step Upload Management Certificate Download the management certificate Now Upload Downloaded Certificate in Azure portal as follows And upload the certificate Select Region for Connector Navigate back to previous LCS session and Complete setup By selecting required Azure Region Click on confirm and your Azure connector is created and the screen looks as follows  

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Data fidelity checker in Microsoft Dynamics 365 Retail

Customer service, sales, marketing, finance, and operations are the five main pillars of any organization. When you take care of these aspects well, you can easily beat the competition that is out there. Unfortunately, not many companies focus on these elements as they do not know what exactly they need to do to streamline the processes. Dynamics 365 for Finance and Operations is the solution or answer that you are looking for to scale up your business.  This product will help you to stay on top of your toes in addressing issues in finance and operations with ease. Your staff is going to become a lot more efficient when they use this product. Installing and using this software is pretty easy.  Here is how you do data fidelity checker: In this blog, I am going to shed some light on a new feature that is already available in the public preview of Microsoft Dynamics 365 Retail. General availability will be sometime in Oct 2019 The statement posting process is used to account for the transactions that occur in Cloud point of sale (POS) or Modern POS (MPOS). This process uses the distribution schedule to pull a set of POS transactions into the headquarters (HQ) The parameters that are defined on the Retail parameters and Stores pages are used to select the transactions that are pulled into individual statements. A retail transaction consistency checker(Validation checker) identifies and isolates inconsistent transactions before they are picked up by the statement posting process. We faced a lot of issues with statement posting. The process often asks you to run a validate store transaction job but still, the statement won’t post. Raising an MS support ticket is the only way to fix this. I believe data fidelity should make the statement posting process more efficient. Fidelity checker does the following: Data fidelity checker will check the data for omissions and anomalies and only those transactions that pass the validation will be included in the statement process. Validate records, gift cards, tax table Fix the transactions by users who are not in line with the auditing purpose.  Also, currently, the statement posting process first reserves the inventory throughout the day as the transactions are carried out. Which is temporary. Then at the end of the day during the statement posting system removes these reservations for inventory created and then creates sales orders, payment journals, and ledger journals in the system. This process is not very efficient because when all the transactions are processed together at the end of the day, it could result in overloading and failure. To address this in future this process will be removed all together. Which means no temporary inventory job will be created. A new job that will run as per predefined schedule will create sales orders, invoice them, and create, post, and apply for payments. The statement document that gets created at the end of the day will only be used to calculate and post any counting variances.

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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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