Introduction Integrating Stripe’s payment gateway with Microsoft Dynamics 365 Business Central can streamline the payment process for businesses, enabling seamless transactions, real-time invoicing, and efficient payment tracking. By doing this, businesses can automate the process of accepting online payments and manage financial data in a single platform. This blog will guide you through the steps involved in integrating Stripe with Business Central, as well as the benefits and essential considerations. Why Integrate Stripe with Business Central? Steps to Integrate Stripe with Business Central 1. Set up a Stripe Account To get started, you’ll first need a Stripe account if you don’t already have one: – Sign up for a Stripe account on Stripe’s website. – Complete the necessary account verification steps and configure your business information. 2. Create an extension for the business central Business Central allows the integration of third-party payment gateways through extensions. We will customize our business central to capture Payments, Refunds, and Disputes by using a Payment journal. 3. Configure setup in Business Central With the help of customization, we will create a stripe setup in Business Central where we can define balance accounts and other important values. 4. Link Stripe with Business Central via Azure app Will create azure app to capture all transaction with help of Stripe webhooks. When building Stripe integrations, you might want your applications to receive events as they occur in your Stripe accounts, so that your backend systems can execute actions accordingly. To enable webhook events, you need to register webhook endpoints. After you register them, Stripe can push real-time event data to your application’s webhook endpoint when events happen in your Stripe account. Stripe uses HTTPS to send webhook events to your app as a JSON payload that includes an Event object. Receiving webhook events is particularly useful for listening to asynchronous events such as when a customer’s bank confirms a payment, a customer disputes a charge, a recurring payment succeeds, or when collecting subscription payments. Benefits of Integration Conclusion Integrating Stripe with Microsoft Dynamics 365 Business Central simplifies the payment collection process, streamlines accounting tasks, and improves overall business efficiency. By following the steps above, businesses can easily set up this integration and begin accepting payments through Stripe directly within Business Central. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction In this guide, we’ll walk through the process of sending emails from D365 CRM with attachments using Power Automate. This step-by-step approach will help you understand how to automate your email communications from CRM with attachments efficiently. Use-Case Let’s say you’re working on a project where you need to send emails from D365 CRM that include attachments. In this example, the document is stored in SharePoint, and its URL is linked within the CRM record. This setup is common in CRM where files are centrally stored in SharePoint but need to be easily accessible in CRM for email communication and tracking in CRM. However, this approach is versatile—whether you want to attach specific documents, generate them dynamically, or handle a range of file types, it can be adapted to meet your use-case needs. Why this solution? Main objective of using D365 Emails is the ability to track the emails to the record to keep track of communications in timeline. Also, manually attaching documents to each email is time-consuming and prone to errors. With Power Automate, you can automate this process, ensuring that every email includes the right attachment without extra steps. This solution not only saves time but also reduces the risk of sending incorrect or outdated files, keeping your communications accurate and efficient. Implementation – Step by Step As per my use-case, I have added a column in Accounts table that will hold my SharePoint file URL which I’ll use in power automate. Step 1: Trigger the Flow when a flag is marked true to send email report. Step 2: Get the file content using SharePoint path Step 3: Create a new ‘Email Message’ record in data verse (Add a new row) Step 4: Add a new row for ‘Attachments’ and link to email message record Add the custom value as shown below Add Base64 to your file content Add file name Step 5: Send the email That’s it Let’s test it – Results Trigger the flag (as per my use-case) The Email record with attachment Conclusion By integrating Power Automate to handle attachments from SharePoint, you streamline your email process, save time, and minimize errors. This solution is especially valuable for cases requiring frequent attachments or centralized file storage, as it keeps communication efficient and files up-to-date. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction In this blog we will learn about the basic setups required for the Advanced Warehouse Management process. These setups may vary depending on the business scenarios. For Work classes and Work Templates to work in an Advance warehouse scenario, there are some prerequisites that we need to do first. The following are the setups that we need to configure:  Work classes and Work Templates plays a significant role in advanced warehouses. a Work classes and Work Templates are the set of rules to create the work for Purchase Order, Sales Order, Transfer Order etc.  For my current scenario, I will create a Work classes for a Sales Order, Purchase Order and Transfer Order.  – Enter Work Class ID and Description.  – Select work order type from the Drop-down menu.  – Here, I have created 4 work classes. We will use these work classes while making the work templates.  Work Templates:  Work templates will be used to create a work, when there is a related transactions like Purchase Order, Transfer Order, Sales Order etc.  By selecting this work, warehouse worker can perform the transaction on the mobile device.  – Click New.  – In the work Order type select Purchase Order.  – Enter Work template name  – Enter Work template Description  – Select the work type as “Pick” and “Put”  – Select previously created Work class ID as “PurchOrder”.  – Click New.  – In the work Order type select Sales Order.  – Enter Work template name  – Enter Work template Description  – Select the work type as “Pick” and “Put”  – Select previously created Work class ID as “SalesOrder”.  Now, Work classes and Work Templates are ready to use in Advance Warehouse process.  That’s it for this blog!!  How to use these Work classes and Work Templates in actual transactions will be discussed going forward in the blog series.  We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction In today’s busy work environment, having a smooth approval process is important for keeping things running efficiently. Dynamics 365 Business Central makes it easy to set up workflows that help manage approvals effectively. One great feature is the option to allow approval from “one of” several chosen approvers. This was one of our clients’ requirements to avoid delays and allows different team members to take part in the approval process. By letting any of the designated approvers approve requests, your organization can work faster and better together. In this guide, we’ll show you how to create a simple approval workflow in Dynamics 365 Business Central that requires just one approver from a group, making your approval process quicker and more efficient. Scenario: The purchase order has two approvers but if any one of them approves the approval workflow will be fulfilled. Hence, if one approver approves, all open approval entries will be closed. 1. Workflow user group As shown below the workflow user group, sequence no. 1 has been assigned to both the users. 2. Open the workflow for which this user group needs to be assigned. 3. Add the Workflow User Group to the Workflow – Open the response “add record restriction” – Add the workflow user group as the approver type and select the workflow user group created earlier. 4. Modify the events and conditions – Remove the “on condition to always” – Remove the third step 5. Additional response To close open approval entries after receiving a single approval, you must edit the second step and add the response, “Approve the approval request for the record.” – Click on the response of 2nd line ” remove record restriction” – Add response, ” “Approve the approval request for the record.” Conclusion In conclusion, setting up an approval workflow with flexible approvers in Dynamics 365 Business Central can significantly enhance the organization’s efficiency and responsiveness. By allowing any designated approver to handle requests, one can streamline the approval process and reduce potential delays. This approach not only fosters collaboration among team members but also ensures that important decisions are made quickly. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction In today’s fast-paced business environment, ensuring timely and accurate communication with your customers is critical. One of the most frequent interactions businesses have with customers is providing them with account statements. Microsoft Dynamics 365 Business Central simplifies this process, allowing users to send Customer Statements directly via email, streamlining communication and helping businesses maintain positive relationships with their clients. Steps to achieve the goal: 1. Log into Business Central Start by logging into your Business Central account. Ensure you have the necessary permissions to access customer information and send reports. 2. Access the Customer List Once logged in: 3. Select the Document Layout before you send an email to customers. 4. Setup Email Account (Optional if already configured) 4. Open the Statement Report Within the Customer Card: 5. Set Up the Statement Parameters Before generating the customer statement: 6. Send the Statement via Email Once the statement is ready: 8. Review and Send Once you’ve reviewed everything: Conclusion Sending customer statements via email in Business Central is a straightforward process that enhances customer communication while saving time. With just a few clicks, you can generate, customize, and send statements to your clients, ensuring that they stay informed about their account status. This efficient process helps you maintain accurate financial records, avoid payment delays, and ultimately, improve your cash flow. By leveraging Business Central’s customer statement feature, you can optimize your accounting workflows and focus more on growing your business. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction Encountering errors while working with Sales Orders in Dynamics 365 Finance and Operations (D365FO) can disrupt your workflow, especially in development environments. One common issue involves posting the packing slip due to an expired SSL certificate in cloud-hosted environments. SSL certificates in D365FO cloud-hosted setups are valid for one year, after which they need to be renewed for continued security and functionality I faced this issue while trying to post the packing slip for a Sales Order.  I faced this issue on Dev Environment. To resolve this issue, follow the below process: To maintain security, these certificates must be renewed through rotation. Credential rotation is a critical aspect of enterprise-level cybersecurity, and this process can be managed via LCS. To resolve this log into the LCS environment. – Select the Implementation Project and then click on Full details option. – Click on the Maintain drop down button and then select the Rotate Secrets. – After that click on Rotate SSL Secrets Certificates option. It will look like this. This process make take a few minutes to complete. This will resolve the issue. After completion you can see that the status will be changed to Deployed. Then the next and final step is to click on Apply updates option this will apply all the changes and updates. Conclusion Rotating SSL certificates in Dynamics 365 Finance and Operations is essential to maintain security and functionality in cloud-hosted environments. By following these steps in LCS, you can ensure that your environment remains secure and that tasks like posting packing slips proceed smoothly. Regularly checking and updating your SSL certificates will help prevent future disruptions and keep your operations running efficiently. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction In Purchase & trade agreements in D365 – Part 1 & 2 blog we have gone through overview of Purchase & trade agreements in D365 & how to setup different types of Purchase agreements in D365. In this blog will go through how to setup Trade agreement for Purchase price & how to setup different types of Trade agreement of line discount in D365. i.e. Fixed amount, percentage discount or for quantity range. Problem statement – In this scenario we need to setup different types of trade agreements for vendor. Solution steps – 1 – Will setup trade agreement for purchase price 1.1 Create Trade agreement journal names – Go to Procurement & Sourcing -> Setup -> Prices & discounts -> Trade agreement journal names 1.2 New -> Name -> Pur Price -> Description -> Purchase price Trade agreement -> Relation -> Price (purch.) -> Save. 1.3 Enable parameters – Go to Procurement & sourcing -> Setup -> Prices & discounts -> Activate price/discount 1.4 Enable all parameters for Price. Item parameter Yes for Vendor means It is to enable price for specific vendor for specific Item. Item parameter Yes for Vendor group means if price is same for item for group of suppliers (based on vendor group) then need to enable this parameter. Item parameter Yes for All vendors means if item has same prices for all suppliers then need to enable this parameter. 1.5 Create trade agreement journal. Go to Procurement & Sourcing -> Prices & discounts -> Trade agreement journals 1.6 Create new journal – Name -> Pur price (Created in step 1.2) -> click on Lines to add details 1.7 Enter line details.  Party code type -> Table -> Account selection -> VEN-000001 -> Product code type -> Table -> Item relation -> P-000009 -> Unit -> Pcs -> Amount in currency -> 3000 -> Save. 1.8 Validate -> Validate all lines 1.9 Post. 1.10 Then create new purchase order with respective vendor (In this case VEN-000001) for respective item (In this case P-000009). Purchase price will be reflected as per set in Trade agreement. 2 – Will setup trade agreement for Line discount for Fixed amount 2.1 Create Trade agreement journal names – Go to Procurement & Sourcing -> Setup -> Prices & discounts -> Trade agreement journal names 2.2 New -> Name -> Pur Disc -> Description -> Purchase discount -> Relation -> Line disc. (purch.) -> Save. 2.3 Enable parameters – Go to Procurement & sourcing -> Setup -> Prices & discounts -> Activate price/discount Enable all parameters for Price. Item parameter Yes for Vendor means It is to enable price for specific vendor for specific Item. Item parameter Yes for Vendor group means if price is same for item for group of suppliers (based on vendor group) then need to enable this parameter. Item parameter Yes for All vendors means if item has same prices for all suppliers, then need to enable this parameter. 2.4 Create trade agreement journal. Go to Procurement & Sourcing -> Prices & discounts -> Trade agreement journals Create new journal – Name -> Pur Disc (Created in step 2.2) -> click on Lines to add details 2.5 Enter line details.  Party code type -> Table -> Account selection -> VEN-000001 -> Product code type -> Table -> Item relation -> P-000009 -> Unit -> Pcs -> Amount in currency -> 100 -> Save. 2.6 Then validate & post the journal. 2.7 Then create new purchase order with respective vendor (In this case VEN-000001) for respective item (In this case P-000009) discount will be reflected as defined in Trade agreement. 3 – Will setup trade agreement for Line discount for discount % 3.1 As we have created already journal name & enabled parameters in solution 2, we can directly create journal. Create trade agreement journal. Go to Procurement & Sourcing -> Prices & discounts -> Trade agreement journals Create new journal – Name -> Pur Disc (Created in step 2.2) -> click on Lines to add details 3.2 Enter line details.  Party code type -> Table -> Account selection -> VEN-000001 -> Product code type -> Table -> Item relation -> P-000010 -> Unit -> Pcs -> Discount percentage 1 -> 10 -> Save. Then validate & post. 3.3 Then create new purchase order with respective vendor (In this case VEN-000001) for respective item (In this case P-000010) discount % will be reflected as defined in Trade agreement. 3.4 There is one more field available at Trade journal Discount percentage 2. Define Party code type -> Table -> Account selection -> VEN-000001 -> Product code type -> Table -> Item relation -> P-000011 -> Unit -> Pcs -> Discount percentage 1 -> 10 -> Discount percentage 2 -> 5 -> Save. Then validate & post. If both Discount percentage 1 & 2 is defined, then on Purchase value 1st discount in field 1 is applied & then on that value % of field 2 is applied. i.e. if amount 100 & disc 1 -10 & disc 2 – 5 then final % will be 100*.1=90*.05=85.5 so total discount will be 14.5%) 3.5 Then create new purchase order with respective vendor (In this case VEN-000001) for respective item (In this case P-000011) discount will be reflected as defined in Trade agreement. In this blog we completed how to setup Trade agreement for Purchase price & line discount fixed amount & discount percentage. In next blog (Part 4) will cover setup of trade agreement line discount for quantity range & next flag. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction How effectively are you tracking your company’s environmental impact? As sustainability becomes a growing priority, businesses need the right tools to monitor and manage their emissions. Dynamics 365 Business Central offers powerful features like the Chart of Sustainability Accounts (CoSA) and the Sustainability Ledger to help organizations streamline their sustainability efforts. In this guide, we’ll take a deep dive into how you can leverage these tools to enhance your environmental performance. What is the Chart of Sustainability Accounts (CoSA)? The Chart of Sustainability Accounts (CoSA) in Dynamics 365 Business Central is a specialized framework designed to manage emissions data, similar to a traditional chart of accounts but tailored for sustainability metrics. Key Features: Question: Have you already identified the key areas of your business that contribute to emissions? Think about where CoSA can help you focus on reducing your environmental impact. Managing Sustainability Accounts – Adding and Modifying Accounts Tip: Be cautious when deleting accounts. If they have existing ledger entries, you’ll need to resolve those before deletion to maintain data integrity. Interactive Element: Understanding Account Categories – Purpose and Setup Pro Tip: If your organization needs specific calculations, you can create custom formulas. This ensures that emissions are tracked accurately, even for complex or unique activities. Calculation Foundations The system uses different methods to calculate emissions based on the emission type and category. Here are some examples: Interactive Question: Have you considered which scope of emissions contributes the most to your environmental footprint? Scope 1, 2, or 3? Account Subcategories – Purpose and Setup Did You Know?: You can also set up renewable energy-related subcategories. By marking the Renewable Energy field, you can easily track the impact of renewable energy use in your operations. Interactive Element: Have you considered using renewable energy in your business? Start tracking it separately in CoSA to measure its impact on your emissions. Sustainability Ledger Entries – Purpose and Management Correcting Errors Once data is posted, it cannot be deleted. To correct errors, simply post a reverse transaction with the same details but a negative amount. Interactive Tip: Worried about data entry mistakes? Start with a test entry in the ledger to familiarize yourself with the system before posting live data. Conclusion The Chart of Sustainability Accounts and Sustainability Ledger in Dynamics 365 Business Central are invaluable tools for businesses aiming to reduce their environmental impact. By properly configuring CoSA, setting up categories and subcategories, and using the sustainability ledger, you can gain deeper insights into your emissions and improve your sustainability practices. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Managing financial transactions accurately and efficiently is crucial for any growing business. The process of ledger settlements can be time-consuming and prone to errors when done manually. To address this, Microsoft Dynamics 365 Finance version 10.0.31 introduces the ability to automate ledger settlements, helping businesses streamline their financial processes. In this article, we’ll walk you through the steps needed to enable and optimize automatic ledger settlements in Dynamics 365, so your organization can save time, reduce errors, and improve financial reporting. Automating ledger settlements is a significant improvement over the manual process. The automated process works by comparing debit and credit transactions in your general ledger. It automatically matches transactions with identical accounting currency amounts, simplifying reconciliation efforts. However, it’s important to note that this feature does not support partial matching of transactions. Before enabling the Automate Ledger Settlements feature, it’s crucial to first activate the Awareness feature between Ledger Settlement and Year-end Close. This step ensures the process runs smoothly without impacting your year-end financial closing. Steps to Enable Automatic Ledger Settlements Step 1: Identify Relevant Primary Accounts Step 2: Create a Rule for Process Automation Step 3: Set up Criteria for Automation Step 4: Manage the Created Rule Once the rule has been created, you can view or modify it at any time. This flexibility allows you to adapt the automation process to changing business needs. Step 5: Verify the Automation Batch Job Ensure that the automation batch job is running correctly. Go to System Administration > Inquiries > Batch Jobs to check the execution status. Step 6: View Scheduled Executions and Results You can monitor the status of your scheduled automations and the results of settled transactions for full visibility into your financial processes. Step 7: Access Settled Transactions To view finalized ledger settlements, navigate to General Ledger > Periodic Tasks > Ledger Settlements. Conclusion By automating the ledger settlement process in Dynamics 365 Finance, businesses can reduce manual effort, minimize errors, and optimize financial workflows. It’s essential to follow the steps outlined above to ensure smooth implementation and operation. By automating your ledger settlements, your organization can save time and improve financial reporting accuracy. Take the Next Step If your organization is looking to optimize financial workflows, start by automating your ledger settlements today. For more detailed assistance or to explore additional financial automation features, feel free to contact us.

Introduction Are you looking to enhance your business’s sustainability efforts? Dynamics 365 Business Central’s Sustainability Management feature helps businesses monitor, manage, and report their environmental impact, with a focus on greenhouse gas (GHG) emissions. With this tool, you can track your emissions across various scopes to align with your company’s sustainability goals. But how can you ensure this tool is properly configured to maximize its benefits for your organization? Key Features and Capabilities 1. Emission Tracking Imagine being able to track emissions across multiple dimensions. Here’s how the tool categorizes them: Tip: Start by listing all the potential sources of emissions in your business. Can you think of ways to reduce emissions in Scope 1 or 2 right now? 2. Setup and Configuration Setting up this feature correctly is key to getting meaningful data. Pro Tip: If you’re unsure where to begin with emission factors, consider consulting with a sustainability expert to ensure you’re using accurate numbers. 3. Data Management Question: Which areas of your business could benefit most from detailed emission tracking—your supply chain, your operations, or perhaps both? 4. Reporting and Insights Call to Action: Ready to see how these reports can help streamline your sustainability goals? Schedule a demo today to explore the full reporting capabilities! Benefits Still wondering if this feature is right for your business? Here’s what you stand to gain: Example: One of our clients reduced their Scope 2 emissions by 15% after better understanding their energy consumption patterns using Business Central’s data management features. Step-by-Step Setup Guide To configure the Sustainability module in Dynamics 365 Business Central, follow these steps carefully. Don’t worry if you’re not familiar with all the terms—we’ll guide you through each section: 1. General Fast-Tab Configuration Tip: Choosing the right level of precision can make a big difference in how your data is interpreted. 2. Calculations Fast-Tab Configuration Pro Tip: If your emissions are mostly related to transportation, focus on fine-tuning the distance and fuel data. 3. Reporting Fast-Tab Configuration (Note: This section is for future reporting capabilities) Did you know? Although this feature isn’t available in version 24.0, it will be in future updates. Stay ahead by configuring the settings now! Conclusion The Sustainability Management feature in Dynamics 365 Business Central provides critical tools for managing your environmental footprint. By configuring units of measure, decimal places, and reporting parameters, you can tailor the system to meet your business’s sustainability goals. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com