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.

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.

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.

Dynamics 365 for finance and operations which is earlier known as Dynamics AX is nothing but Microsoft’s flagship ERP solution. Small, medium and large companies can use this ERP suite to become efficient and to streamline their processes. It is an application that helps companies stay flexible. There are so many excellent features in this particular software that will help users become a lot more efficient than they were before.  Since it is a cloud-based, and all the changes that occur in it are real-time. Teams can work with team members that are working across the world with ease. New users might struggle with a few aspects such as creating service orders from the sales order when they are using X++. In this blog article, we will see how we can create Service Order from Sales Order using X++ in Dynamics 365 Operations. I have created a button in Sales Order form which will run a class (MenuItem – Action) to create Service Order Header. Create a new Class: class CFSServiceOrderCreateFromSalesOrder { SMAServiceOrderTable serviceOrderTable; SMAServiceOrderLine serviceOrderLine; SMAserviceTaskRelation serviceTaskRelation; SalesTable salesTable; } Create a main method: public static void main(Args _args) { Args serviceOrderTableArgs = new Args(); CFSServiceOrderCreateFromSalesOrder serviceOrderCreateFromSalesOrder = CFSServiceOrderCreateFromSalesOrder::construct(); ttsbegin; //Call to method createSMAServiceOrder() for Service Order Header creation serviceOrderTable = serviceOrderCreateFromSalesOrder.createSMAServiceOrder(_args.record()); ttscommit; //Infolog to display service order id if service order created else failure message if(serviceOrderTable) info(strFmt(“ServiceOrderHeader created with ID: %1”, serviceOrderTable.ServiceOrderId)); else info(“ServiceOrderHeader creation failed”); } Create SMAServiceOrder() method: This method is used to create a Service Order header record. public SMAServiceOrderTable createSMAServiceOrder(SalesLine _salesLine) { //initialize SMAServiceOrderTable serviceOrderTable.initvalue(); //Initialize Service Order ID NumberSeq NumberSeq; NumberSeq = NumberSeq::newGetNum(SMAParameters::numRefServiceOrderId(),true); serviceOrderTable.ServiceOrderId = NumberSeq.num(); serviceOrderTable.CustAccount = _salesLine.custAccount; serviceOrderTable.ProjId = _salesLine.ProjID; //display Customer Name as Service Order Description serviceOrderTable.Description = CustTable::find(_salesLine.CustAccount).name(); //insert Service Address serviceOrderTable.updateCustAddress(); serviceOrderTable.insert(); return serviceOrderTable; } So, this will create a Service Order Header from Sales Order. Let me know your reviews. I will soon come up with more articles, as I further explore D365 Operations.  

Dynamics 365 for finance and operations is a product from Microsoft. It is an ERP or enterprise resource planning software. Both medium and large companies can benefit from using this ERP solution. Companies can streamline the processes in the finance and operations functions. You will get a detailed view of what’s happening in departments such as warehousing, manufacturing, finance, budget planning, IT, demand forecasting and transportation to name a few.  It is very easy to install and use this ERP solution. But, if you are a new user, you might struggle initially as you do not know how to operate the system and to get what you want on it. For example, you might not know how to import the budget using excel in this application. Dynamics 365 for Financials has a feature of defining Budgets for chart of accounts. The budgets can be defined in a multiple combination using dimensions and periods. Generally, companies have a huge list of Chart of Accounts and it becomes difficult to create budget for each chart of accounts in the system. Thus, Microsoft has provided a tool to import budgets in Dynamics 365 for Financials using Excel. Following are the steps to import budgets: In the global search, search for G/L budgets and click on it. Click on new to create a new budget. Provide a name & description to the budget and then click on Edit budget. Once the budget is created, go to Action tab and click on Export to Excel. On clicking of Export to excel, system will ask for Start date, No. of periods in budget and Period length. This data will be useful to design the budgets. (For e.g. Starting from 1st February 2017 I need to create a two-monthly budget for petty cash, then I will select start date as 01/02/2017, no. of period would be 2 and period length would be 2M). Once OK is clicked, an excel file will be downloaded in the system. Open the excel file and put the amount against the respective ledger and save the file. Once the file is saved, click on Import from Excel in the Action tab. The system will ask the Budget name which will be the newly created budget. There are two options available either to replace entries if there are any entries created previously or to add new entries if the user needs to append already created budget. On clicking of OK, the system will ask the path where the excel file is stored. After providing the path system will automatically either replace or add entries to the budget (depending on the option selected). Conclusion D365 for financials is a very good product for Small and medium size enterprises. The import budget features can become a very effective tool to design complicated budgets in the system within very less time.  

In Dynamics 365 for Operation, user can now start a depreciation run for assets across all legal entities from a single page. There is also a new option to automatically post the journals after they are created. The creation and posting of the journals can be sent to batch processing, allowing the depreciation to run in the background. Before running the Depreciation proposal, the user needs to do some setups in Fixed Asset Parameters. (Fixed Assets->Setups->Parameters). The user needs to add the journal names in the Fixed Asset Proposal with the respective Posting layer. This exercise needs to be done in all the entities for which depreciations needs to be ran. Once the setup is done, user can run the Depreciation proposal. (Fixed Assets->Journal Entries->Create depreciation proposal). In the Legal Entities dropdown, user will see the list of all entities where the initial setup of Journal names in parameters was done. The user can select all the entities or an entity based on his requirement of calculation and posting of depreciation. After selection of entities if the user requires that the entries should be posted automatically, he can just activate the Post journals button. This will calculate the depreciation and post all the required entries of depreciation. The user can also set the batch which will then run this process in background based on schedule and recurrence in batch. Conclusion These enhancements reduce the inefficiencies of starting individual depreciation runs separately for each company, as well as better centralized management of all the fixed assets.  

Accounting team can correct posted sales invoice if there is mistake in Invoice or want to make some changes. This functionality help to correct posted ledger entries as well as other changes like Invoice discount, currency code, Payment terms etc. User cannot correct sales invoice which has been paid. By using below steps you can correct posted sales invoice: In the top right corner, choose the Search for Page or Report icon, enter Posted Sales Invoices, and then choose the related link. Select Posted Sales Invoice for which you want make correction. On the Home tab, In the Manage group, click on View. In correct group, click on correct button to make changes in Invoice. You will get below pop up when you click on correct, select yes to continue. System will create new sales invoice with new invoice number. Make the changes which are required example: Quantity, price, Invoice discount etc. Click on Post in posting group to Post Sales Invoice. Select yes to Post Invoice. You will get below pop-up once Invoice has been posted. Click yes to Open Posted Sales Invoice. Open original invoice for which you have made corrections and click on Show Cancelled/Corrective Credit Memo to view the posted sales credit memo that voids the initial posted sales invoice. You can see Posted Sales credit memo which has been posted for Sales Invoice. In Posted Sales Invoice, you can see closed and cancelled status for original invoice for which correction has been made. Conclusion By using this functionality you can correct Posted Sales Invoice if you make mistake, or customer request a change.  

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!