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 this blog article, I will explain you on the new web part which enables SharePoint authors to embed Power BI reports directly in SharePoint Online pages with no code required. Below are the steps to connect over SharePoint Online: Publish your Power BI report to your Power BI account Get the URL to the report Add the Power BI (preview) web part to your SharePoint Online page Paste the URL of the report when prompted To finish, save and publish your page! As per below screenshot I have one Reports publish on my Power BI account, so at report level in the File menu we need to select “Embedded in SharePoint Online” option. One Pop-up window appear for the URL which we need to copy for the SharePoint online site. Now login to your company SharePoint Online account. And create new page inside of existing Page or Separately. As per below screen shot click on “+” sign and select Power BI option, after clicking new report window appears. So, when you click on Add Report button, you found one window appears on left side where you need to paste that powerbi URL inside of first block. And it will automatically detect all the reports related to that Power BI account. Power BI reports appears inside of SharePoint Online account as below. You can also share the same Reports to other colleagues inside of organization.  

Companies that want to become efficient should choose to adopt an ERP solution into their systems. Only then they can provide the best customer experience to their valuable clients. Microsoft Dynamics NAV is an enterprise resource planning application that helps companies to not only become efficient but to successfully mitigate losses. Once, you select the package, the ERP system providers will come and install the software and provide the necessary training to your staff so that they work efficiently.  New users will take some time before they get used to the system. Doing certain tasks might seem to be difficult in the beginning. For example, creating a new database in NAV 2017 might seem like a mammoth task. Here are details of how you can do it.  Introduction: Generally, when we install NAV, a default Demo database is always created in the Microsoft Dynamics NAV Development environment. In this blog, a new database is created thus, the developer can use two or more databases in a single NAV Development environment. Pre-requisites 1. Microsoft Dynamics NAV Development Environment 2. Microsoft SQL Server Management Studio. Steps In the Microsoft Dynamics NAV Development environment, Click on file then database and New. A new window opens, enter the database name of your choice and then click on OK. This creates a database with limited number of table objects starting from number 2000000004 i.e Permission set. Here Upgradation Database is the name of the Database Open the Microsoft SQL Server Management Studio as Administrator, navigate to the Demo datebase then navigate to Tasks and select Backup A new window opens, and click on Add button to specify the backup path Click on the button highlighted in the above screenshot, a new window opens, locate the database file and specify the file name and then ok. This will take the backup of the specified database. Now go to the new database created, in this example the database name is ‘Upgradation Database’. Navigate to task then restore then database. Now select device radio button in the source, click on the Assit edit button. Select the folder and select type as All Files. Select the Option and check the overwrite and close existing connection to destination database and then click on OK. Thus, using the above given steps a new database is created with all the standard objects. To access this database from the front end we need to create a server instance in Dynamics NAV Administrator and link it to the newly created database. In the Microsoft dynamics NAV Administrator, right click on the Microsoft dynamics NAV(Local) and select Add Instance. Here Specify the Server Instance name and enter the unique port numbers and click on OK. This creates the server instance. Now to link it to the database, click on the server instance, click on the edit button and scroll to Database fast tab. Specify the Database name and click on save. Now Click on stop and start the services for the Microsoft Dynamics NAV server instance. Open Microsoft Dynamics NAV 2017 front end and click on select server and specify the server instance address and click on tab, the available companies will be displayed then click on OK.  

Microsoft Dynamics 365 for Retail Management Solution is one of the best and popular ERP cloud solutions. It is a lot efficient and effective than a lot of other similar products that you can now find in the market. Even in the peak hours of the day, you can give the best customer experience to your clients. And the best part is that you can achieve this without gaps or duplication. It is one of the main reasons why a lot of business people rely on this ERP solution. It is easy to install and use this app.  However, if you are a new user, you might find it a little difficult to manage this application. Here’s how you should handle AX retail POS error. Introduction: In AX Retail POS, the Implementation Administrator created a new Windows user ID. But new user trying to open the Retail POS, he is getting error “Retail POS Cannot connect to a database. Try again Later or see your system administrator. “.  As we all know for the online store required the Store channel database and store Massage database. The system administrator created this database from the Administrator user ID or Administrator Permission. But still this Error occurred? Error: Why this error occurred? Answer:  Store channel is the database where all retail POS transaction data stored Like ( sales Transaction, shift details, POS profile, store and terminal details…etc.).  User ID can to connected to this Database or user ID does available for store channel database in SQL. Because of this reason when new user tries to run the Retail POS application, he gets this error message. How to solve this issue? Follow the below steps: Login Point of Sales system from administrator. Then Open the store SQL server. After opening SQL, In Object Explorer go to Security -> logins Right Click on Logins and select New Login option In the General tab, select the Windows authentication option and after that click on the Search button. Add the new user ID. <Domain Name>\<New User ID> (Note:- Make sure that your system should be in the domain while adding new user). For demo use, I am using my domain CloudFronts\Amol Select User Mapping Page, In User Mapping Page Map Store Channel Database and Store message database. Select Database Role membership for Store channel database and store message Database. Role should be db_accessadmin, db_datareader, db_datawriter, db_excutore and click on OK button. Restart the Async client Service and run the Retail POS. Conclusion: Adding User with permission in SQL for Store channel database and Store Message Database, allow windows users to interact with the database from Retail POS application.  

In this article, we are going to see how to configure CSV file as source in TIBCO Cloud Integration. Prerequisite: TIBCO Cloud Integration Subscription. CSV file (Here, Journal.csv) Steps: Provide access to your Text files. The FolderAccess.txt file controls access to the files that can be opened by TIBCO Cloud Integration or processing. Open the FolderAccess.txt file in Notepad. Location for FolderAccess.txt: Here: C:\Program Files (x86)\Scribe Software\TIBCO Cloud IntegrationAgent\Connectors\Scribe.Connector.Text Add a line in the FolderAccess.txt file for each directory path that contains text files. Open ODBC Data Source Administrator. In the System DSN tab, add a driver of Microsoft Access Text driver Add Data Source name and description. Select directory where your CSV file is stored. ‘Save as ‘the .CSV file as schema.ini file. Login to TIBCO Cloud Integration URL: https://app.scribesoft.com/ Create a new connection by selecting the connector type as Text as Source. Fill in the required details. In the Location Tab, paste the path where your .csv file is stored. In the Entities tab, give the entity name and fill the details. In the Fields tab, click on settings icon and Refresh schema. All the fields in the CSV file will appear. The data type of all fields are by default ‘Text’, you can change the datatype of the fields. Test the Connection and press ‘OK’ to save the connection.

ERP stands for Enterprise Resource Planning. So many companies are developing ERP software to streamline the processes. Dynamics 365 is one of the ERPs that will help the companies scale up high swiftly. You need to work with the best ERP system providers like CloudFronts if you want this software to make a difference in the lives of people.  Microsoft Dynamics Nav is an ERP app that is developed by Microsoft. It is very much part of the popular Microsoft Dynamics family. Companies that use this product can streamline departments such as manufacturing, electronic commerce, supply chains, customer relationship management and so forth. Small and medium-sized companies are going to benefit greatly when they use this software.  Here is a segment that you should know in this ERP application. Introduction: Upgradation of objects/data in NAV have to be done after the application has been upgraded to the latest version. Code from different versions of NAV application have to be merged to upgrade the data. This process of merging objects in NAV between different versions is known as code/data upgradation. Pre-requisite: Microsoft Dynamics NAV Windows PowerShell ISE The following objects have to be exported and saved: All Standard objects of the previous version of Microsoft Dynamics NAV in .txt format. All objects of the modified database of Microsoft Dynamics NAV in .txt format. All Standard objects of the higher version of Microsoft Dynamics NAV to which the objects have to be migrated in .txt format. After all these steps are performed, install the latest version of Microsoft Dynamics NAV to which objects need to be migrated. Purpose: The main purpose of Data Upgradation is to move customizations done in any previous version of Microsoft Dynamics NAV to the new Higher version of Microsoft Dynamics NAV database. Steps: Create 4 folders i.e. Original, Modified, Result and Target in the system. Fig 1: Create four folders as specified above Save the backup of ‘All Standard objects of the previous version of Microsoft Dynamics NAV in .txt format’ in the Original Save the backup of ‘All objects of the modified database of Microsoft Dynamics NAV in .txt format’ in the Result Save the backup of ‘All Standard objects of the higher version of Microsoft Dynamics NAV to which the objects have to be migrated in .txt format’ in the Target Open Windows PowerShell ISE as administrator. Run the following commands in it and refresh PowerShell. Import-Module “C:\Program Files\Microsoft Dynamics NAV\100\Service\NavAdminTool.ps1” Import-Module “C:\Program Files (x86)\Microsoft Dynamics NAV\100\RoleTailored Client\NavModelTools.ps1” These commands help to load Dynamics NAV Cmdlets into the runspace. Fig 2: Windows Powershell ISE commands to load Microsoft Dynamics NAV Cmdlets In Windows Powershell ISE, go to Merge-NAVApplicationObject Cmdlet and enter the path of the four folders created initially i.e. Original, Modified, Result and Target folder. Fig 3: Merge-NAVApplicationObject Cmdlet Fig 4: Merge-NAVApplicationObject Cmdlet gives details of the merge process After running the Merge-NAVApplicationObject Cmdlet the Result folder will automatically be filled with all objects in .txt format. Each object file will be stored separately. Fig 5: Result folder contents Now, in order to create one .txt file by joining all the .txt files present in the Result folder, navigate to Join-NAVApplicationObjectFile Cmdlet in Windows PowerShell ISE. Enter the path of the Result folder as the Source and enter a name of the Destination as ‘Merge.txt’ Fig 6: Join-NAVApplicationObjectFile Cmdlet This will create Merge.txt file in the specified location. Fig 7: Merge.txt file created Now import the txt file into the new database of the Higher version of Microsoft Dynamics NAV. Errors if existing will be displayed during the import process and the import process will stop there. The errors have to then be rectified and the Upgradation process has to be repeated again from step 6. After all errors are rectified and conflicts are resolved, the Merge.txt will be successfully imported. Now, compile all the objects of the new database. You will have a new database with a fully application and data/code including all the modifications and customizations. Conclusion: Using the above process, modifications and customizations done in the previous version of Microsoft Dynamics NAV can be successfully migrated to the Higher version of Microsoft Dynamics NAV.  

Error in Scribe Insight: “Conversion failed when converting date and/or time from character string” when connected to SQL Adapter. When do we get this error? When we create a SQL connection using ODBC or OLEDB adapter in Scribe Insight and use the same either as Source or Target connection in Scribe DTS. What is the root cause of this error/issue? It’s the date-time format of the machine where the scribe Insight DTS is being run. How can we reproduce the error? In the windows, DateTime settings, change the format for time with separator as (.) instead of (:). Open the Scribe Workbench and create a sql connection using odbc\oledb connection, create a target connection, map some fields and run the DTS. You will get the error. Resolution: Simply change the time format to have the colon separator instead of (.) Hope this helps. I have found that having the time format other than colon separator creates error while working with other ETL tools as well.

CloudFronts recently implemented and went live with Microsoft Social Engagement to analyze the reviews of their services using twitter handler @cloudfronts and #askCloudFrontsPM and use it to track Leads in Dynamics 365. So, Microsoft Social Engagement helps to analyze people’s views about the company, product and services on Social Network like Facebook, Twitter and Instagram. It collects the information from Social Media and helps examine the positive, negative or neutral sentiments of the posts. There are three main key aspects of Social Engagement: Listen Everywhere: The information from where you hear it, what is it about, how people feel about the business i.e. your products and services. Analyze the Language/ Location/ Sentiments: The language in which the post is made or the location from where the post is done and Influence of products in Market is it Good or Bad? Drive Engagement: To Capture Feedbacks, Provide Service based on the Cases or Create a Lead. Let’s see an example how Microsoft Social Engagement is used to drive information out from Twitter Profile for certain keywords like in our case say #askCloudFrontsPM that is posted by people anywhere around the world and based on the posts a lead is created in Dynamics365. Note: So being a Global Admin, I have configured the settings in Microsoft Social Engagement. Microsoft Social Engagement can be accessed from https://portal.office.com Overview on Navigation Areas Search Setup: This application area is where the Manager defines the search topics for the posts. Analytics: This area is where the Manager or Analyst can see their data in Visual Metrics i.e. with various factors like Sentiments, Phrases, Location, Source and Language they can also filter out relevant data as per their business needs. Social Center: This is a Subset of Analytics. Here the user can see posts from last 14 days. Streams capture the posts that are more relevant and can be configured using the filters. Activity Maps: Activity Maps are real time visualization of post with Location. This Map shows the area that where in the world the topics are discussed. Message Center: Message Center is used to manage alerts based on the trends or posts and get notified by email to specified recipients. Settings: This area is where the Admin can configure Social Profiles, Dynamics 365 Connection, Automation Rules and additional settings. Setup Below are the steps which needs to be configured to get the desired results. Configuration: a. Personal Settings Here Admin can set the default setting of Language, default filter for Analytics, Theme, Date Format and Number Format. b. Social Profiles Three type of Social Profiles can be created i.e. Facebook, Instagram and Twitter. So once the admin creates the Social Profile, the profile needs to be authenticated with username and password. Here in this case I have configured a Twitter Profile. This Profile has two key main sections: User (Ownership): This is where the Admin can decide about the ownership of Profile and can also add users in that profile who can access and share that Social Profile. Search Topics: This is the area where the Admin can decide on the Search Topic Keywords and can assign a Search Topic in a particular Channel to this specific Social Profile. c. Default/ Global Settings As the name suggests, this setting applies to the entire organization i.e. to setup Default Preferences. Different Parameters are configured like Default Screen Language, Time Frame, Date Time Format, Number Format, Search Topics, Location Groups and Additional Settings. Default Preference: This section will cover the Solution Name, Screen Language, Date Format and Number Format. Search Language: Here the Admin can manage the languages that should be enabled for Search Setup. Search Setup Defaults: This Section defines the area about where the search should work and in which Language that is Search can happen from Blogs, News, Instagram, Twitter, Facebook, Forums etc. for English Language. Sentiments: This is Adaptive Learning i.e. it allows the system to learn the sentiments from the user’s posts. People using MSE can also change the sentiment value of the posts and can help the system train well. So this section allows the Admin to enable and reset these settings. Labels: User can define certain labels to categorize the posts in the Analytics and Social Center. Location Groups: Location Groups can be used as filters in Analytics. In this section the user can add the Location Groups and can add the Number of Locations based on their Preferences. User Management: This is only visible to Admins. Here the user can be assigned roles and permissions for Microsoft Social Engagement. Dynamics 365 Connection: This section is to establish the connection between the Microsoft Social Engagement and Dynamics 365 (in this case) and will create a Lead Record in Dynamics 365. Automation Rules: Automation Rules can be defined to filter down the posts and then automatically create new cases, leads or events or assign it to user or set a label. Only Manager or System Admin can manage Automation Rules. Admin can create new automation rules, provide filters and based on those filter conditions, the admin can decide to perform actions of linking the post in Dynamics 365 or assigning the post to some user or to set the label of the post. The graph on the extreme right shows the analysis of the posts that fall in that particular filter criteria specified earlier. Search Setup Search Setup is required to make sure that the Analyst is capturing the right conversations of Customers from Social Media. Analyst can also fine tune the searches and drill down the data based on their Business Requirements. While defining the Social Profile in Settings, the search topic needs to be configured and should be applied to that particular Social Profile. One Option is to create the Search Topic while configuring the Social Profile and Second Option is from the Navigation Area. Note: At least on Active Search is required to acquire the social data. Also it takes some time to fetch in the data … Continue reading Microsoft Social Engagement →

Introduction With new release of Microsoft Teams, CloudFronts decided to analyse and check if Teams could be used for communication within the organization and we figured out few points between Yammer and Teams as which tool can be used as the best to enhance the communication within and outside the organization. Following are some points on Yammer and Microsoft Teams based on different key points. # Yammer Microsoft Teams Basic Idea – Yammer is like Forum Discussions – Especially used for Asynchronous Communication – User Interface is like Company Facebook – Chat Group- Real Time Conversations – No external/guest access – Integration with third party services Support – Discontinued the Desktop Client but Mobile App Available – Available on both Desktop Client and Mobile Client. Mobility – Supported on Android, iOS, Windows phone – Supported on iOS, Android phones Multimedia Support – No Audio, Video Conferencing – Supports both Audio and Video Conferencing External access – External groups feature in Yammer enables us to extend and makes it easier for External teams to work together. – Integrates with Office 365 Groups. CRM Integration – Yammer can replace the Activity Feeds solution in your Microsoft Dynamics CRM Online organization, though your Activity Feeds components will remain in the same state they were before installing Yammer. Yammer simply replaces Activity Feeds in the users’ workspace. – No integration with CRM. Praise /Polls – With Yammer Users can do announcements, praise and have poll. – Microsoft Teams does not provide functionality to have praise and polls. Alerts /Notification – Posts in Yammer can be notified via Emails (Personal Settings) – Notification appears only when we chat (Desktop App). Whereas there is no intimation when users post in Channels though the channel name is highlighted in bold. Meeting Invites/ Calendar – – With Teams users can schedule, view and update their Meetings and can view Calendar from Teams. They also highlight the number of attendees who have accepted the Meeting. Connectors – – Teams can be connected to Third Party Installers. For Developers Team can connect to Yammer, TFS etc. – TFS can help the Development Team to organize the task and see the status and manage them easily within the Team Window. Additional Points – Files uploaded on Yammer stays in Yammer and are not uploaded in SharePoint or OneDrive. But Files from OneDrive can be added in the post on Yammer. – Yammer, you can search for public groups and ask to join them. In Yammer, you have private groups which cannot be seen at all. – Microsoft Teams is Business Casual – No outside people can be added to the conversation. – Teams is built on top of all of the existing Microsoft technologies. Under the hood, every Team is actually an Office 365 Group – When the user is creating or uploading the files in the team it is actually uploading and creating files in SharePoint – T-Bot is a training bot at this time. It’s designed to allow you to ask questions and get a quick reply on how to complete a particular task. – In Teams, you only see the Teams in which you have been invited to. Conclusion – Yammer is the social network – Yammer is a bulletin board for the entire organization – Teams is the social interaction with fresh UI. – Teams works well asynchronously, for more informal, Business Casual conversation. Conclusion Thus, we at CloudFronts use Yammer to connect to External Groups but Microsoft Teams for our internal communications and awaiting more enhancements in Team in near future.