Introduction: Purchase Quotation use to purchase items or services, and want to receive competitive offers from multiple vendors. In Purchase quote, vendors provide the prices and delivery times for the quantities of items that they specify. In the Search box, enter Purchase Quotes, and select the related link. Click on new to create new purchase quote. In the Buy-from Vendor No. field, select the vendor’s number. Select item in the type field in quote line. In the field, select the item number to be ordered. Enter the quantity you want to order in quantity field. Enter the Order date, Due Date, Expected receipt date on Purchase quote header. Once receive the price from vendor enter the price in Direct unit cost field. On Action tab click on Make order to create Purchase order from Purchase quote. You will get below Infolog when purchase order will be created. Conclusion: Purchase quotation is good feature in Dynamics NAV which allow you to create quote for items and services that you want to purchase from several vendors based on prices and time.  

Introduction: In this article, a workflow response is created in the standard purchase order workflow. This response sends an email to the vendor after release of the purchase order i.e when the send approval request of the purchase order is approved by the authorized approver, the status of the purchase order changes to Released  afterwhich an email is sent with  attachment in a .pdf format to the vendor. Pre-requisites 1.Microsoft Dynamics NAV 2017 Steps: 1. Configure smtp mail setup in the front end where you need to enter the sender’s email id and password. 2. Now to create a workflow response we need to create a global function in a new codeunit. Navigate to View tab select C/AL Globals or (Ctrl+G). click on the functions tab and under the Name type the function name, by default the function is a local function. 3. To make it a global function, select the function ‘SendEmailCode’ and click on view tab then click on properties. Set the Local to No, this will make the function global. Now click on the function then click on Locals button placed on the right side. Click on the return value tab and set return type as code and length as 128. This function calls another function ‘SendEmail’ 4. Create another global function with another name in this article I’ve used ‘SendEmail’. Set parameter to the record ‘Purchase Header’ and enable it as a variable. 5. In the below code, we first fetch the vendor email id and set it to a variable VendEmail. We use the FileManagement codeunit and set the ServerTempFileName as a ‘pdf’ file. We then save the report as pdf file.  We then use SMTPMail codeunit, The SMTPMAIL.CreateMessage sets the sender’s email id and recepients email id, subject of the email  SMTP.AddAttachment function attaches the purchase order in  a .pdf format. In SMTPMail.AppendBody function we can specify the body of the email. SMTP.Send functions sends the email. 6. Now the response created of sending email to the vendors need to be added to the workflow response library.  Create a global function, in the properties of the function click on the event field and select subscriber. In the Event Publisher object select the Workflow Response Handling codeunit (codeunit no. 1521)  In the Event Function field select OnAddworkflowResponseToLibrary.  Select the function and click on the Locals button and in the variables tab, create a variable for codeunit Workflow Response Handling. In the below code, we add the response to workflow library with name SendEmailVendor. This name is a text constant 7. Now to execute the response we need to create a global function. Create a global function, in the properties of the function click on the event field and select subscriber. In the Event Publisher object select the Workflow Response Handling codeunit (codeunit no. 1521) In the Event Function field select OnExecuteWorkflowResponse.  In the Locals for this function, in the variable tab create a variable for the record ‘workflow response’. 8. In the Dynamics NAV front end , navigate to workflows from the search bar. In the purchase order approval workflow, add the response ‘Send Email To Vendor’ then enable the workflow. 9. Navigate to Purchase order from the search bar and click on Send approval request button on the menu bar. 10. The email is sent to the vendor.  

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.

Introduction: In my previous blog, I had mentioned the steps required to setup ACH payments to vendors in NAV. For more details of my previous blog, click here. After all the setups are done, the next step will be to Export and Transmit the ACH payment file. In this blog, I will be giving the procedure for the same. Pre-requisite: Microsoft Dynamics NAV 2017 (North America NA version). Procedure: Step 1: Navigate to Payment Journal. I have created a new payment general journal batch named ‘ACH’. Step 2: Select ‘Suggest Vendor Payments’ which processes open vendor ledger entries and creates a payment suggestion as lines in the Payment Journal window. Enter the Last Payment Date and the Posting Date. Enable Find Payment Discounts, Summarize per Vendor to create one line per vendor for each currency in which the vendor has ledger entries. Select the Bal. Account Type as ‘Bank Account’ and select the bank from which ACH payment has to be made in Bal. Account No. Select the Bank payment type as ‘Electronic Payment’. Select a filter as payment method code is ‘ACH’ so that open vendor ledger entries with vendor payment method code as ACH are displayed. Step 3: Export payments on journal lines to a file prior to transmitting the file to the bank. Select the ‘Export’ action. Output method is basically for the Remittance advice. Select the output method to save it. Step 4: The export file will be created automatically and saved in the Export folder. Now logon to the bank, upload the file and once verification is given from the bank that everything is perfect then it can be transmitted. Step 5: To transmit the payment, click on transmit. After transmitting the payment, NAV will remove the notepad file from export folder and transfer it in the transmit folder. Step 6: Last step is to post the payment. Note: To edit the format of the export file as per the bank requirement, you need to edit format of the Codeunit 10090 – Export Payments (ACH). Using the above procedure, it is possible to do ACH payments to vendors in Microsoft Dynamics NAV.  

Microsoft Dynamics 365 App Development Services is a new generation business application platform from Microsoft that provides an end to end solution to all your growing business needs starting from design, development till the appsource listing and future enhancements. Our App advancement administration group has profound skills in creating sophisticated business applications on the head of Dynamics 365 for our accomplices. We help you through the whole lifecycle, from Development to AppSource posting and improvement support, permitting you to concentrate on your Business Strategy and Marketing. Once the application is prepared and inside tried, we will work with you to present the application to Microsoft, address any issues and get the application recorded on the AppSource. Project Managers often struggle to manage the project plan, keep the Gantt Chart updated.  As there are many activities under the PM’s umbrella to ensure the project delivery goes out smooth and successful. CloudFronts – PM App helps you to keep your project plan updated. Now, you will ask how does that happen? Following is what we do: 1.       We create the Gantt Chart, in which we: List down the Activities Assign duration Assign Billing Code Assign Resources Assign Predecessor’s to the Activities: This is an important activity. What happens when a predecessor is assigned to the task is, that task goes in inactive State. Unless the previous task is marked complete, the dependent task doesn’t turn active. Now, it is Project Manager’s responsibility to ensure that there is 100% time entry done for that task. This will tell you that the task is actually complete. PM-App also provides you this information. Once you double click the task, you see a Progress Field over that. If that is marked as 100%, means the time entry for the task is done by the developer completely. Now the project manager can safely mark the task as complete which is green in colour, so the dependent task becomes Active. Tip: A well-managed Gantt chart provides a lot of benefit to all the stakeholders, so always keep it updated.

Introduction: Transfer order are mainly used for Transfer of inventory from one location to another location. Below are the steps to create transfer Order In the Search box, enter Transfer Orders, and select the link Click on New button to create new transfer order. Select the Location in Transfer from Code field from where you want to ship the Inventory Select the Location in Transfer to Code field from where you want receive the Inventory. Select the Location in In-Transit Code field which is used for mainly material is shipped from one location but not received in another location. Select the Item, quantity on Transfer order lines. On Action tab, click on post button to ship the Inventory from one location. Select ship in message Box and click on OK. You can checked Quantity which are shipped in Quantity Shipped field. Then again click on Post button to receive the inventory in another location. Select Recive in message box and click on OK. You can checked Quantity which are received in Quantity Received field. Conclusion: Transfer orders involve posting items as shipped from one location and posting them as received at the other location.

Introduction: The tablet app for Dynamics CRM have limits that allows only number of fields, tab and grid that can be view on form. The current limitation are as below, 75 fields 10 Grids 5 Tabs Description: This limitation is put to increase the performance of CRM while using on phone or tables but what If you are using CRM online and you have more than 75 fields on the form than you will not be able to see the fields which falls after that on tablets. Similarly, if you have more than 5 tabs than you will able see only first 5 tab in the tablets. Solution: CRM includes organization settings that can increase these limits. These changes cannot be done directly. You can change these settings using the OrgDBOrgSettings tool, available with any update rollup download. You can download the tool from given link: https://orgdborgsettings.codeplex.com/ You need to import the managed solution into the CRM and Once the import is successful you will able to see the solution. Open the solution and you will able to see the organization setting cannot be changes directly We will change the setting for the for the tablet setting as shown below You can change the setting as below Max fields =500 Max grids=50 Tabs=50 Hope this helps, while designing tablets forms  

The purpose of this article is to help fellow entrepreneurs and sales managers leverage the power of Office 365 and Dynamics 365 to manage and build their sales pipeline with a few easy steps. I use the Outlook Web Application (OWA) for my O365 email access. I also have CRM open in another tab and usually toggle between CRM and email. There are several email conversations that happen with existing customers or partners that I would like to quickly track as a Lead in CRM. I might not know the timeline or even the budget, but I know since it is an existing customer/partner, this would be a good lead. The disadvantage of not tracking these potential opportunities is that after a while you tend to forget to follow up! In this article, we focus on leveraging the D365 App for Outlook to convert emails into Leads which then feeds into our Sales Pipeline. Step 1 – Hit that “D” hard D365 now has a cool new logo (not a logo, may be an icon?). Anyways, once you install D365 App for Outlook, you will see this logo next to any email you have received. Below is an email I received this morning from our partner, on a potential opportunity – Step 2 – Track the Email and Create a Lead! Once you ‘hit the D’. you get to this window, where you would ‘Track’ that email. I already have Andy Neal as a contact in my system, so the app gets me all that info right in my email window! Once you track the email, you will get an option to set the regarding option. On this screen, select New and select Lead – Finally, enter the details for your Lead and close the window or open that Lead right from your email! Step 3 – Just do it. Yes, this step is same as in my previous article. Get in the habit of doing this and you will see a good lead pipeline that you can work through daily and increase your conversion rates. Remember – ‘Sales cures all.’ Let’s take care of that sales pipeline! You can always email me at AShah@CloudFronts.com to discuss your sales processes and technology adoption. In the coming articles, I will continue to focus on efficient ways to build and manage your sales pipeline and how this ties into one of the most important KPIs for running your professional services business.

Dynamics NAV 2017 gives the possibility to define own product attributes (e.g. colour or size) and assign them to the corresponding item, so the user can refine and structure his article range much better. Till NAV 2016 Item Categories were a simple List Where we can specify the Categories and some other default parameters but in NAV 2017 user can specify attributes in the Item categories. 1. In the Global Search, search for Item Categories. 2. User can define attributes in Item categories. 3. An Attribute assigned to the Parent will automatically get assigned to the Child Item Categories. Item categories also ensure a better hierarchical structuring of the items. While the previous version of the ERP system only offered one main and one hierarchical level, the Dynamics NAV 2017 version will enable multiple hierarchy levels to be added to the main hierarchy level, which can be defined specifically and in multiple languages. Items can be accordingly allocated to the respective categories. This feature ensures consistency across related items, saving considerable amounts of time during allocation.

Problem Statement: User Syncs data in Field Service Mobile App for first time a large data transfer happens and it takes a long time may be around hours depending on data in D365 Field Service. This blog will explain how to filter data been stored in Mobile and save time for data transfer while syncing. Solution: Below are steps to filter data explained with scenario for displaying only Work Order assigned to Login User. 1. Select “Work Order” Entity and click button “Sync Filter” as highlighted in below screenshot 2. Click “Add Condition” button as shown below 3. Click “Save & Close” button after conditions are developed. 4. Publish Solution. Conclusion: Sync Filter saves data stored in Mobile and time for syncing. We need to create Sync Filter for all business entities.