For the modern-day organisations that have global scalability and digital intelligence, dynamics 365 for finance and operations is definitely the need of the hour. Make more precise interest estimates to improve your items’ accessibility and limit your stock expenses. The apparatus utilizes Microsoft SQL Server determining calculations, Microsoft Excel perceptions, and Dynamics 365 for Finance and Operations models—for conjectures you can rely on. Get perceivability across associated circulation, client assistance, deals, and promoting frameworks so you can develop your items and procedures to meet rising desires.  Get continuous data on practically any gadget, whenever. Elements 365 for Finance and Operations improves and quickens business process changes. What’s more, it’s situated in the cloud, so it coordinates with inheritance frameworks and scales universally effortlessly Introduction: Job is collectivity of tasks and responsibilities which are required of worker who perform a job. Pre-requisites: Before setup jobs, need to create below elements: • Job Title • Job Function • Job types • Compensation level • Survey company • Skills and skills level • Certificate type • Test type • Education • Screening type • Job tasks • Areas of responsibilities Steps: Below are steps to create department- Click Human resources > Jobs > Jobs. Click New In the Job field, enter a name for the job. In the Description field, type a brief description of the job. In the Title field, select a title for the job. In the Maximum number of positions field, indicate the number of positions that are allowed for the job: Maximum positions – Select this option and enter the maximum number of positions that are allowed for the job. Unlimited – Select this option to indicate that an unlimited number of positions are allowed for the job. In the Full-time equivalent field, enter an employment factor from 0 to 1. The value 1 indicates a full-time job. For part-time employment, enter a number between 0 and 1. For example, enter .5 for a half-time job. In Description Fast tab, enter detail description of the job. Click on the Job classification fast tab In the Job type field, select a job type to associate with the job. In the Function field, select a job function. Click on Compensation fast tab. In the Level field, select a wage level for the job. In the Survey company field, select the survey company that is responsible for the survey that was applied to establish the market-based pay range for this job. In the Reference job field, enter the job code that the survey company uses for this job. In Market Price Range information, specify market based pay range in source field. In Low threshold, control threshold and high threshold, specify minium, basic and maximum amount that paid to worker who assigned for this job. On Skills fast tab, enter skills required for the job. In level field select skills level and in importance field, select importance level (From1 to 6) On the Certificates fast tab, optionally enter certification requirements for the job and importance of the certificate On the Tests FastTab, enter tests for workers are required to pass for the job. On the Education FastTabs, optionally enter educational requirements for the job and the importance of the education. On the Screenings FastTab, optionally enter any screening that workers are required to pass for the job. On the Job tasks FastTab, optionally enter job tasks to the job template. On the Areas of responsibility FastTab, optionally enter areas a worker is responsible for in jobs. Conclusion: By attaching job to position you can assign position to worker and it will help to maintain and track Job tasks, responsibilties, Skills, education, certifications, tests.

In this blog article, we will see how we can invoke web service call for a third-party application in Dynamics 365 for Finance and Operations, Enterprise Edition using X++. In this blog we will Consider Service Order Entity as source passing Service Order values to a third party application on Service Order creation using web service endpoint url. Create a SMAServiceOrderTable Table post Insert event. /// <summary> /// Post insert passing Service Order values and URL to invoke Web service /// </summary> /// <param name=”sender”></param> /// <param name=”e”></param> [DataEventHandler(tableStr(SMAServiceOrderTable), DataEventType::Inserted)] public static void SMAServiceOrderTable_onInserted(Common sender, DataEventArgs e) {         SMAServiceOrderTable serviceOrderTable;         serviceOrdertable = sender as SMAServiceOrderTable;         String15 SOstatus = enum2Str(serviceOrderTable.Progress);                 //parmvalue stores Service Order values in container   container parmvalue = [“‘CustAccount’:'”+serviceOrderTable.CustAccount+”‘”,”‘ServiceOrderId’:'”+serviceOrderTable.ServiceOrderId+”‘”,”‘CurrencyCode’:’US Dollar'”,”‘SOStatus’:'”+SOstatus+”‘”,”‘ProjId’:'”+serviceOrderTable.ProjId+”‘”,”‘CFSCRMWorkOrderNo’:'”+serviceOrderTable.CFSCRMWorkOrderNo+”‘”]; new WebService().sendrecord(“<<webservice url>>”,parmvalue); } Create a class which calls the web service. Class WebService { public void sendrecord(String255 endpointurl,container arryI)     {         str                             url;         str                             postData;         str                             returnValue;         System.Net.HttpWebRequest       request;         System.Net.HttpWebResponse      response;         System.Byte[]                   byteArray;         System.IO.Stream                dataStream;         System.IO.StreamReader          streamReader;         System.Net.ServicePoint         servicePoint;         System.Net.ServicePointManager  servicePointManager;         CLRObject                       clrObj;         System.Text.Encoding            utf8;         Counter  countCounter;         ;         //generate postdata in json format         postData = “{“;         for(countCounter= 1;countCounter<= conlen(arryI);countCounter++)         {             postData = postData+conpeek(arryI,countCounter)+”,”;                    info(strFmt(“%1″,postData));         }         postData = postData+”}”;                new InteropPermission(InteropKind::ClrInterop).assert();         url = endpointurl;         clrObj = System.Net.WebRequest::Create(url);    System.Net.ServicePointManager::set_Expect100Continue(false);         request = clrObj;         request.set_Method(“POST”);         utf8 = System.Text.Encoding::get_UTF8();         byteArray = utf8.GetBytes(postData);         request.set_ContentType(“application/json”);        request.set_ContentLength(byteArray.get_Length());         dataStream = request.GetRequestStream();         dataStream.Write(byteArray, 0, byteArray.get_Length());         dataStream.Close(); } } Let me know your reviews. I will soon come up with more articles, as I further explore D365 Operations.

Physical negative inventory functionality is mainly used for issuing the stock for insufficient inventory. If Physical inventory checkbox is selected then system will allow to issue an item though stock is not available into inventory. Path: Inventory Management > Setup > Inventory > Item Model Group Below is example how to issues stock if there is insufficient inventory. You can see the below item for which On Hand inventory is not available though I want sale these stock. Create the sales order and enter item, quantity, Unit cost and confirm the sales order. Post the Packing slip to sell or issue the stock. Check the On hand inventory after posting Packing slip. You can check On Hand Quantity is showing negative. Conclusion: These functionality helps to issue stock through sales order, Production order, adjustment journal though stock is not available or insufficient.  

In AX 2012, we had an option Personalize to view the form and form control layout; Form, DataSource and field details; Add and manage form design. In this blog article, we will see how we can find form and form control details in Dynamics 365 for Operations. In this blog we will view the Customer Name – form control details. 1. Go to Accounts Receivable -> All customers -> Right click on the ‘Name’ field. 2. Select Form Information -> Form Name 3. In Form Information go to Administration Fast Tab. You can find all details regarding form control – Customer name.

In this blog article, we will see how we can override Form Data source method using Extensions in Dynamics 365 Operations. Now as recommended by Microsoft we must avoid Overlayering and instead use Extension. For extension, we have to use pre or post event handlers methods. In this blog we will create event handler of OnActivated() method of SalesLine DataSource of form SalesTable. Create a new Class: class CFSActivateButton {    } Copy and paste OnActivated() event handler of SalesTable DataSource in Class:   /// <summary> /// To activate or deactivate Create Service Order button based on CFSProjId field of SalesLine /// </summary> /// <param name=”sender”></param> /// <param name=”e”></param> [FormDataSourceEventHandler(formDataSourceStr(SalesTable, SalesLine), FormDataSourceEventType::Activated)] public static void SalesLine_OnActivated(FormDataSource sender, FormDataSourceEventArgs e) {              FormDataSource      fds = sender.formRun().dataSource(“SalesLine”);         SalesLine           salesline = fds.cursor();         FormRun             fr = sender.formRun();         FormControl         fc = fr.design(0).controlName(“CreateServiceOrder”);                if(salesLine.ProjID)         {             fc.enabled(true);         }         else         {             fc.enabled(false);         }     }  

In this blog article, we will see how we can open a URL in web browser from D3fO using X++ code. It is achieved using Browser class which extends System Class xBrowser having only method navigate(). It has three parameters from which only first is mandatory: downloadURL (string) – URL you want to browse. openInNewTab (Boolean) – It is used to specify url should be open in same tab or new tab showExitWarning (Boolean) – Prompt a dialog to exit the current page. Create a new Class: class CFSBrowseURL { } Call URL: public static void main(Args _args) { Browser browser = new Browser(); browser.navigate(‘www.cloudfronts.com’, true, false); } So, this will open URL within a new tab in browser using X++. Let me know your reviews and queries. I will soon come up with more articles, as I further explore D365 Operations.

As an entrepreneur, if you want to streamline your operations and finance departments, you should go for an ERP solution. Countless companies are offering ERP or Enterprise Resource Planning solutions or software. Dynamics 365 for finance and operations, however, is one of the best ERP solutions that you can find in the market today. One of the key reasons why a lot of companies are using this software is that it is easy to install, configure, and to use. You can scale your business when you use ERP solutions like Dynamics 365. A lot of resources are available online that will help your employees become smart and efficient.  Deploying this software is easy. Here is some information for you In this blog article, we will see how we can deploy the package in Dynamics 365 Operations. This Package can be any latest update, hotfix or deployment package you have created. Prerequisites: LCS login VM Instance Steps: 1. Download, Extract and Unblock Package 2. Update topology configuration data 3. Generate a runbook from the topology 4. Execute runbook Download, Extract and Unblock Package a. Login to LCS and download the Zip file of Deployable Package. b. After downloading, go to downloaded Zip file properties and select unblock. c. Extract the Zip file to a non–user folder. Update topology configuration data a. Go to extracted folder and open the file “DefaultTopologyData.xml” b. Populate the file with VM name. i. Go to This PC -> Properties. Find the name of the machine. ii. Update the VM name with the machine name in the file. c. Populate the file with installed components i. Open a command prompt as an administrator. ii. Run the command from extracted folder path to see a list of all installed components on the computer. iii. Update the file with a list of components. 3. Generate a runbook from the topology a. Run the command to generate a runbook. AXUpdateInstaller.exe generate -runbookid=[runbookID] -topologyfile=[topologyFile] -servicemodelfile=[serviceModelFile] -runbookfile=[runbookFile] Example: b. Runbook will contain instructions in sequential steps to deploy the package. 4. Execute Runbook a. Import the runbook. AXUpdateInstaller.exe import -runbookfile=[runbookFile] Example: b. Verify the runbook. c. Execute the runbook. AXUpdateInstaller.exe execute -runbookid=[runbookID] Example: d. Export the runbook. Export the runbook for future reference, you can use it to refer the steps, time to execute each step and logs for each step. UpdateInstaller.exe export -runbookid=[runbookID] -runbookfile=[runbookFile] Example:

Dynamics 365 for finance and operations is an ERP system built and designed to match your business needs in this modern day business scenario. Elements are currently as much a business system as it is innovation deliverable, some portion of a bigger biological system where data pulled from unique channels, (for example, social, IoT, and Office) is caught, investigated, and spread so as to help explicit business objectives. Make planning simpler by giving your spending chiefs simple to-utilize apparatuses. A wizard causes them to make spending plan worksheet formats for Microsoft Excel.  This cloud-based ERP framework gives the pertinent data you have to convey vital, information-driven bits of knowledge to key divisions. Additional quick monetary bits of knowledge drive corporate procedure and development, declining obligation through effective assortment of the board. Generally, users spend lot of time in selecting each product and their variants for sales in Sales order. Dynamics 365 for operations gives option to select the product by category. Following is the process to select multiple products and their variants in a quick way: 1. Create a new Sales Order 2. Click on Add products in Sales Order Line 3.  A new form will open which is divided in to three parts Select category – To select the respective category Available Products – It shows all the products available in the selected category Add Selected products- The products which are selected for the Sales order 4.  Once the category is selected, select the product and click on Add variants to select the variants for that product. 5.  A new form will open listing all the variants for that product. The user can select all the variants by checking on Select all or can select specific variants and can put quantity. 6.  On clicking OK , all the products selected with their variants will come in the sales line. Conclusion : In this way the user can save lot of time in creating Sales order having multiple lines.

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.