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Posting Restriction for Journals- Dynamics 365 Finance & Operations

Posting restriction feature allow to determine whether specific user or user groups can post only journals that they create. You can use Journal names for posting restriction setup. Navigate to  General ledger > Journal Setup  > Journal names. Select Journal names for which you want to apply Posting restriction. Click on Posting restrictions button To set up posting restrictions by user group, select By user group.Select the check box next to the user group name. To set up posting restrictions by user, select By user. Select the check box next to the user name. Click OK to apply the restrictions and close the form.

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PSA – Create Time Entry Delegations for all resources

Background: One of the frequent requests we continuously get from our clients is for someone else to do Time entries on behalf of other resources. We know that this can be done using Delegations feature in Dynamics 365 PSA. You can read more about delegations here written by another D365 PSA Expert – Priyesh Wagh : Delegating Time Entries in D365 PSA Example: But if we want to do this for all the Resources, then it is tedious and not practical to ask each resource to create delegate. For example, on of our clients requested that HR should be able to enter Time entry on behalf of any resource in the organization. I also saw that many organizations need a feature like this. So I thought of creating a console application which will get all the Bookable resources of type User and create Delegations. Below is the code that you can use to create delegations for all users in the organization. You can use the same code to create a plugin if you want to automatically create delegate on creation of Bookable resource. Sample Code: You can get the entire code from my Github #region Create Delegations for all User Bookable Resources to Particular person foreach (Entity bookableResource in userBookableResources.Entities) { Entity TimeEntryDelegation = new Entity(“msdyn_delegation”); TimeEntryDelegation[“msdyn_delegationfrom”] = new EntityReference(“bookableresource”, bookableResource.Id); TimeEntryDelegation[“msdyn_delegationto”] = new EntityReference(“bookableresource”, DelegateToId); TimeEntryDelegation[“msdyn_startdate”] = new DateTime(2018, 10, 1); TimeEntryDelegation[“msdyn_enddate”] = new DateTime(2022, 12, 31); TimeEntryDelegation[“msdyn_type”] = new OptionSetValue(192350000); //Time Entry TimeEntryDelegation[“msdyn_name”] = string.Format(“Delegation to HR for {0}”, bookableResource.GetAttributeValue<string>(“name”)); try { Guid DelegationId = _client.Create(TimeEntryDelegation); } catch (FaultException<OrganizationServiceFault> ex) { Console.WriteLine(“Resource: ” + bookableResource.GetAttributeValue<string>(“name”) + ” Error: ” + ex.Message); } } #endregion Note: Please note that the “Delegate to” Resource/ User should also have Delegate role in order to be able to do time entry on behalf of others. If not, then you will face below error:

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Contract Invoice Schedule Status Change on Invoice Actions

Stages of Invoice Schedules are changed behind the scenes as you perform actions on the Invoice of the Contract. Let’s see what we have got here – So, when an Invoice Schedule is Ready for Invoicing, it will be considered in the Invoice you’ll end up creating. Now, if you create the Invoice for that Contract (shown below) The status now changes to Customer invoice created. And, when you mark that Invoice as Confirm, shown below – The Invoice schedule record’s Invoice Status will be changed to ‘Customer invoice posted’ Pretty straight forward!

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Power BI Transport Layer Security Settings (TLS)

Introduction: The Transport Layer Security (TLS) is a protocol that provides Secure communications. There are different versions of this protocol with the latest one being TLS 1.2. With all the crazy updates that Microsoft comes with, many of the programs, web services. etc. have enforced TLS 1.2 to be mandatory for communicating over the network. The previous versions of TLS are not supported in many of these programs and sooner or later they will deprecate for sure. Lucky for us, after the October 2018 update, Power BI Desktop now respects this need for TLS 1.2 and recognizes the Windows registry key in your System. You can enable or disable which version of TLS protocol is needed and Power BI will use that version accordingly. Steps to disable older TLS: Open your regedit by searching for ‘regedit’ in the search box of the taskbar Note: Changes in the regedit can cause serious changes in your system. Please take a backup of your regedit before proceeding and import the backup just in case your system starts to act funny. Go to [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.0\Client] and make the following changes [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.0\Client] “Enabled”=dword:00000000 [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.0\Client] “DisabledByDefault”=dword:00000001 This will disable your Power BI from using your older version of TLS 1.0 by default Steps to update your TLS to 1.2 Go to [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.2\Client] and make the following changes [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.2\Client] “Enabled”=dword:00000001 [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.2\Client] “DisabledByDefault”=dword:00000000 This will enforce your applications to use the latest TLS Power BI Desktop will respect the registry keys specified on those pages, and only create connections using the right version of TLS. For further documentation on TLS, you can refer the microsoft document below https://docs.microsoft.com/en-us/windows-server/security/tls/tls-registry-settings

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Move Attachments from Tracked Email to SharePoint using Microsoft Flow

Introduction: Microsoft flows can be used to automate many workflows across multiple applications and services. This is basically designed for non-developers. To create a flow, the user specifies what action should take place when a specific event occurs. In this blog, we will have a look on how we can add the attachments from the emails that are tracked in Dynamics 365 CRM to SharePoint Systems included in Document Integration D365 App for Outlook SharePoint Dynamics CRM Online V9 Note: We have taken Opportunity tracked Emails for this example, you can work on any entity. Let’s start with the steps that should be undertaken to achieve the above requirement. Step 1: Create a blank Flow template. Choose the Dynamics 365 Connector and trigger as, “When a record is created”. Select your Organization Name, and the entity, in our case it is Email Messages. Step 2: Add condition to check whether the email is related to Opportunity and whether it has Status Reason as Received. By default, the condition you can specify is basic. Change in to Advance mode and add the below formula Formula used: @and ( equals(triggerBody()?[‘_regardingobjectid_type’], ‘opportunities’), equals(triggerBody()?[‘_statuscode_label’], ‘Received’) ) Step 3: For the true part of the condition, retrieve the Opportunity record to which the Email is tracked. The reason behind retrieving Opportunity Name is to create SharePoint Folders. Folders will be created on the format Topic_OPPORTUNITYGUID.   Step 4: Now let us retrieve all the Activity Mime Attachments associated with the Email Message that is created. There are two Attachments entities available for the selection. The first one is the Attachment entity The second one is the Activity Mime Attachment entity. Step 5: Retrieve Attachment related to the Activity Mime Attachment for the Body and File Name of the attachments. Now steps to check the presence of Document Location starts Step 6: Retrieve the Document Locations for the current opportunity record to see if there is an already defined path or not. Select “List Records” action and enter below fields Step 7: After retrieving the Document Location records, verify the length of the records in the collection. Formula used : length(body(‘Retrieve_Document_Locations’)?[‘value’]) Step 8: For the true part of the condition, follow the below steps: Step 8.1: Select connector as SharePoint and select Create file Action. Enter all the details listed below: 1) Site Address: The SharePoint Site Address 2) Folder Path: The path where the file need to be stored. i.e. /opportunity/Topic_ toUpper(replace(body(‘Get_record’)?[‘opportunityid’],’-‘,”)) For Example the folder Name will be : Topic_E608E808F4A1E811A977000D3A37051A 3) File Name: Name of the file 4) File Content: The attachment body Step 8.2: Delete the Attachment record from the Dynamics CRM Email message. Here you need to select the first option of Attachments from the list. Step 9: For the false part of the condition below are the steps you should follow: Step 9.1: Create a file in SharePoint. Refer Step 8.1 Step 9.2: Retrieve the Parent Document Location. This is needed as we are creating the document location by ourselves. Step 9.3: Create the Document Location record for the record that was just processed. Parent Site or Location: This is the GUID of the parent Doucument Location retrieved in Step 9.2 Relative URL formula: replace(replace(body(‘Create_file_3’)?[‘Path’],’/opportunity/’,”),concat(‘/’,body(‘Create_file_3’)?[‘Name’]),”) Step 10: Delete the Attachment record from the Dynamics CRM Email message. Here you need to select the first option of Attachments from the list. Now you can test by sending email and tracking to Opportunity in D365 App for Outlook in Dynamics CRM. Document will be uploaded to SharePoint with specified location.

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Vendor Invoice Journal-Dynamics 365 Finance and Operations

Introduction: Vendor invoice journal helpful to post purchase invoices that are not associated with purchase orders. Examples of this type of invoice include expenses for supplies or services. Steps: Go to Accounts Payable > Invoices > Invoice journals Click on new button, select name of the journal and enter a description in description field. In the Date field, enter the posting date that will update General Ledger. Select Vendor account Specify invoice number in Invoice field. Enter Description in the field description In the Credit field, enter a number. In the Offset account field, enter the account number or click the drop down button to open the lookup Click on Validate to check the data are correct. Click on post to Post the Invoice

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Cancel or correct the posted invoices in D365 BC

In D365 Business Central user can cancel or correct posted invoices.  Once the invoices are posted in the system the user can go to posted Sales/Purchase invoice using Global search. Once the Posted Invoice screen opens in the menu ribbon, there is a menu for correct.  On clicking of that menu there would be two option as below : Correct: This option will create a credit memo for the invoice and will also create an open invoice so that user can make the required changes and post the invoice again. Cancel: This option will just create a credit memo. The feature of Correct & cancel of posted invoice saves lot of time of the users by automating the process of creating Credit memo.

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Create Fixed Asset Journal using X++

In this blog article, we will see how we can create Fixed Asset Journal using X++. Write below code to create Journal Header in LedgerJournalTable Table and Lines record in LedgerJournalTrans and LedgerJournalTrans_Asset Tables. public void createFixedAssetJournal()     {                LedgerJournalTable ledgerJournalTable;         LedgerJournalTrans ledgerJournalTrans;         LedgerJournalTrans_Asset ledgerJournalTrans_Asset;         Assettable assetTable;         ledgerJournalTable.initValue();         ledgerJournalTable.JournalNum   = JournalTableData::newTable(ledgerJournalTable).nextJournalId();         ledgerJournalTable.Posted       = NoYes::No;         ledgerJournalTable.JournalName  = ‘ACQUI’;         ledgerJournalTable.JournalType  = LedgerJournalType::Assets;         ledgerJournalTable.initFromLedgerJournalName(ledgerJournalTable.JournalName);         ledgerJournalTable.insert();          ledgerjournalTrans.initValue();         ledgerJournalTrans.CurrencyCode      = Ledger::accountingCurrency(CompanyInfo::find().RecId);         ledgerJournalTrans.AccountType       = LedgerJournalACType::FixedAssets;         ledgerJournalTrans.TransactionType   = LedgerTransType::FixedAssets;         ledgerJournalTrans.Approved          = NoYes::Yes;         ledgerJournalTrans.Approver          = HcmWorker::userId2Worker(curuserid());             ledgerJournalTrans.LineNum                              = LedgerJournalTrans::lastLineNum(ledgerJournalTrans.JournalNum) + 1;         ledgerJournalTrans.TransDate                            = DateTimeUtil::getSystemDate(DateTimeUtil::getUserPreferredTimeZone());         ledgerJournalTrans.LedgerDimension                      = LedgerDynamicAccountHelper::getDynamicAccountFromAccountNumber(AssetTable.AssetId,LedgerJournalACType::FixedAssets);                   ledgerJournalTrans.accountName();                ledgerJournalTrans.AmountCurDebit                       = ’45’;         ledgerJournalTrans.OffsetAccountType                    = LedgerJournalACType::Ledger;         ledgerJournalTrans.OffsetLedgerDimension                = ledgerJournalTrans.getOffsetLedgerDimensionForLedgerType(AssetLedgerAccounts::assetOffsetLedgerDimension(AssetTable.AssetId, AssetTable.assetBookCurrent().BookId, AssetTransType::Acquisition),curExt());         ledgerJournalTrans.insert();         ledgerJournalTrans_Asset.initValue();         ledgerJournalTrans_Asset.RefRecId                       = ledgerJournalTrans.RecId;         ledgerJournalTrans_Asset.AssetId                        = assetTable.assetId;         ledgerJournalTrans_Asset.TransType                      = AssetTransTypeJournal::Acquisition;         ledgerJournalTrans_Asset.BookId                         = AssetTable.assetBookCurrent().BookId;         ledgerJournalTrans_asset.insert();         ttsbegin;         LedgerJournalTable.selectForUpdate(true);         LedgerJournalTable.numOfLines = LedgerJournalTable.numOfLines();         LedgerJournalTable.update();         ttscommit; }

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New D365 Admin portal and new way to access Organization Insights

Introduction: Lot of D365 Administrators would have observed that we no longer see the Organization Insights solution on AppSource anymore. This is because you can now see the Organization Insights on the new Administration portal for D365. New D365 Admin Portal! There is new portal for D365 Administration which is in preview. You will see the option to go to new D365 Admin Portal from the Current Admin portal screen. Administrators can also access the portal from the URL: https://admin.powerplatform.microsoft.com The new portal is also called as the Power Platform since it now includes Administration of your Power Apps and CDS as well. You can manage the environments, do the analytics and lot more things. I am expecting this Portal will be upgraded and will have lot more features in future.

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Create Fixed Asset using X++

In this blog article, we will see how we can create a Fixed Asset using code based on AssetGroupID. Add below code in class to create a Fixed Asset, public void createFixedAsset(AssetGroupId assetGroupId) {         AssetTable assetTable;         NumberSeq numberSeq;         assetTable.initValue();         assetTable.assetGroup = AssetGroupId;         //Initialize Number Seq for Asset Id         numberSeq = assetTable.initAssetNumberSeq(assetTable.Assetgroup);         AssetTable.AssetId = NumberSeq.num();           //Initialize other fields based on Asset Group assetTable.initFromAssetGroupId(assetTable.Assetgroup);         //Initialize name and Name Alias fron Item Id         assetTable.Name = InventTable::find(‘ITM1104’).itemName();         assetTable.NameAlias = assetTable.Name;         //Validate and Insert Fixed Asset. On insertion asset book is also created         assetTable.validateWrite();         assetTable.insert();     }

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