Introduction: Drop shipment is used when the shipping on the items is done from the vendor directly to the customer without the item coming back home to your warehouse and you delivering them. Steps to achieve the goal: To do so first create sales order and then add field drop shipment which is of boolean type using personalize features in business central Add item in sales order line and mark drop shipment if you want that item to be transported directly from vendor to customer Then create purchase order assign vendor to it and then don’t add any purchase lines instead of that go to shipment and payment tab in Ship-to field select customer and then add that customer which you want And go to action tab in purchase order page -> Drop shipment -> Sales Order ->Sales order list window Select the item that you want to get shipped directly and that item will be added in purchase orders line  In order to check the link is established between sales and purchase order. Go to Sales order then in sales order line -> Order -> Drop Shipment -> Purchase orders It will open the corresponding purchase orders which you created And post the Sales order. Conclusion: Thus we saw how we can use Drop shipments in Business Central. Thank you very much for reading my work. Hope you enjoyed the article!

Consider a scenario where a start and end date along with the total duration for a particular task has been given to us. We have to distribute the total duration equally among all dates between the start and end date. We can solve this issue by the combination of Power Query and DAX. Lets see the steps First we need to generate the list of dates from start date till end date. Open Advance Editor As you can see the table I’m working on have two columns for start and end date for a particular task respectively. In Power Query we cannot generate a list between dates so first we have to convert the data type from date to numeric. This can be easily done by right clicking the desired column and changing the data type right away. After the data type of respective columns is changed into numeric, click on the “Add Column” option in the ribbon and select custom column. To generate a list in Power Query the syntax is “starting number .. Ending number” so we apply this syntax in accordance to our needs. The “Number” function is make to sure to take only numeric values to avoid any conflicts. After validating the code press the “OK” button. You can see a new column with lists. Click on the Expand button on the top right of the column. After Expanding the column you’ll see a list of numbers. Since these numbers are numeric we have to again convert them in Date format. This can be done by right clicking on the column and changing its Data Type. As you can see we can see all the dates between start and end dates now. 2. Since we generated the list of dates. We Proceed to distribute duration equally Create a new Calculated Column in PowerBI Desktop Write the following DAX. actual hours = Sheet1[original estimate]/ CALCULATE(count(Sheet1[taskid]),FILTER(Sheet1,Sheet1[taskid]=EARLIER(Sheet1[taskid]))) This code divides the Duration assigned for a task by the count of the total tasks where the task id is same. As you can see the Original Estimate column which is for total duration for a task is equally divided into a new column called “actual hours”. You cant see dates of Saturday, Sunday as I filtered these dates in Advanced Editor itself as they are non working days. This can be modified according to requirement. Thank you for reading hope this article helped

Introduction: Business Central allows us to load records partially, i.e. only certain fields from a table which can be defined by the User. As this requires less data to be pulled out from SQL and similarly less data to be sent over the network, using partial records provides a significant performance gain. Even more so if the table has multiple extensions attached to it. The methods for partial loading are also available on Record References. References: Partial Records – Business Central | Microsoft Docs Record.SetLoadFields Method – Business Central | Microsoft Docs Usage: There are two groups of methods which we can use for Partial Loading. First, which set the Fields to be loaded prior to fetching the records and secondly which load the fields after the initial fetching. SetLoadFields – It is used to specify the fields which are to be loaded when the record is to be fetched using the “GET” or “FIND” procedures. Reusing this on the same record variable leads to resetting of the fields to be loaded.  AddLoadFields – It is used to load another field, in additional to the fields that have been loaded. Calling this Procedure repeatedly on a record does not lead to resetting of the fields that are to be loaded.  AreFieldsLoaded – It is used to check if the fields mentioned are loaded already or not.  LoadField – It is used to load more fields in addition to the fields that have been loaded already. To load the fields it uses a technique known as JIT Loading. Conclusion: Thus we saw how we can make use of partial loading of records with minimal code in Business Central! As a side note, I would like to mentioned that it is not recommended to use a partially loaded record for Insert, Update or Delete operations as these operations require a record will all fields loaded.

We added a new User in CRM, User has the System Administrator role but still were getting the below error. You do not have permission to view files in this location, Contact your Microsoft team owner or SharePoint administrator for access.  We did check User’s SharePoint access and, but it did not work. Solution – In User entity [OOB], there is OOB field called as “Sharepointemailaddress”.  Add same email id of User -> save the record and it will be resolved. Hope this helps!

Sometimes we may feel the need to copy our data from one Microsoft Dynamics 365 CRM environment into another for scenarios such as moving data from UAT environment to production, copying data from Parent organization to Child, etc. This can be easily achieved by leveraging Tibco Cloud Integration’s simple and no code approach. Following is the method in which we can integrate our data Go to app.scribesoft.com and from the dashboard create a new integration app. Inside the app dashboard click on the Hamburger style button and then click on Create integration Map option In the page that opens up we can name our map as desired. Since I am going to integrate account entity in this tutorial I have named it as account integration. Now we have to add a source connection from which data will be extracted, here we can use existing connectors or create a new connector. After clicking the Ok button the metadata for source connector will load, in the meanwhile we can add Destination connector as well. We have to wait a while until the metadata of both source as well as destination gets loaded. After the connectors get loaded we have to drag the Query block from the source connector to the map designer as we want to Query and get the required entities first. Double click on the Query block and from the entity drop down you can select any entity you want to copy from source to destination, for this tutorial I am selecting Account entity. From the filter tab you can choose to filter records from the entity based on the fields. After adding filters, in order to check if correct data is being pulled from source along with the filters applied click on the Preview Tab and verify the values of the fields of the entity. Validate and click on Ok button. Now since there may be multiple records, for each record in source we have to create a record in the destination for doing this we use For Each loop from the Controls section. Since for each record we found in source we have to create a record in destination we will insert the Create block from destination connector in between the For loop. Now we will double click and open the Create block and select Account in the Destination Connector’s Entity. In the fields tab we will map all the necessary fields required to create an Account in CRM and then click on the OK button. If some important field isn’t mapped correctly it will throw an error during validation. Our map is now ready without any errors we will click on the Apply button and save the map and proceed for debugging. Debugging is important as it helps us to understand the flow of Data and if in case of any errors they can be tracked easily, In the Debug mode click on Start. Click on Next to see step by step execution of the map, and continue to finish running the map. After execution is complete the following window will be shown If you check the destination CRM now you will find the new record has been reflected from source. This was it, in few steps we copied Data from one CRM system to another. Thank you for reading my blog, hope it helped !!

In Microsoft Dynamics 365 Commerce version 10.0.16 and later, Retailers can define multiple modes of delivery that shoppers or sales associates can choose among when they create an order that will be picked up at a store. In this way, organizations can provide multiple pickup options to their shoppers.  For example, many retailers now offer shoppers the choice of in-store pickup or curbside pickup for their orders. Commerce supports the configuration of these different pickup delivery modes. Users can then take advantage of them when they create customer orders in any supported Commerce channel (e-commerce, call center, or store). To use this functionality, turn on the Support for multiple pickup delivery modes feature in the Feature management workspace in Commerce headquarters. After you turn on the feature, additional configuration is required. After you turn on the Support for multiple pickup delivery modes feature, you can define multiple pickup delivery modes in the Pickup mode of delivery grid on the Modes of delivery FastTab on the Customer orders tab of the Commerce parameters page. In store channels, if a customer order for pickup is created through the point of sale (POS) application, the sales associate is prompted to choose among the available pickup delivery modes, if any have been configured. If only one valid pickup delivery mode is available for the channel and item, the sales associate isn’t prompted to select it. Instead, the available pickup delivery mode is automatically applied to the order lines. Hope this helps!

Ability to restrict discount to one or more stores The way this discount works is: If a particular customer buys something from a particular store , only in that case discount is applied. Lets check the setup below All you need to do is enable Match all associated price group button to enable this. And in the price group you need to create a price group for the customer and also for the particular store as you can see below. Such setup will allow only certain customers with student affiliation to get discount at San Francisco store Ability for cashier to remove a periodic discount As a cashier you may come across as scenarios where you will see incorrect system discounts or sometimes the discount amount is so high that it could result in  huge loses. In such cases, this option would be highly useful to remove incorrect or unnecessary discount from a transactions The changes can also be made on HQ but that’s time consuming and its not possible for cashier to make the customers wait while they correct the issue in HQ. Here the Cashier has two options. Remove the discount Add the discount After the discount has been removed, Cashier can add a manual discount percentage and give the correct discount to the customer. Hope this helps

Ability for certain discounts to always apply after all other discounts have been applied This feature gives the ability to cashier to give additional discounts to certain customers even after all the eligible discounts have been applied. For example: A customer has a coupon which cashier wants to apply on a transaction. This coupon discount will be applied on top of the periodic discount which customer is already getting. Store manager wants to give additional discount on top of system discount because he wants to get rid of certain items off the shelf or during mega sale Below the setup for it. As you can see below the exclusive discount is getting applied first and on top of it discount with additional 10% for loyalty is also getting applied Currently this is not enabled by default on the enviornment so you will need to enable it on dev yourself This is behind a flighting flag RetailDiscountConcurrencyAlwaysApplyEnableFeature On the Production enviornment you need to raise a ticket to MS and they can get it done for you Ability for the exclusive threshold discount to compete with the other exclusive non threshold Discounts The way this works is you will have multiple discounts such as threshold discount and non threshold discount. Once this is enabled, you will have threshold discount applying automatically if the total amount reached a specified limit. And the other non threshold discount will not be applied. It will be overridden. Again this discount need to be enabled manually in Dev or you can contact MS and raise a ticket Hope this Helps

Inventory adjustment in POS can be used to account for items which need to be discarded from the store or they need to be adjusted as per the store requirement. Let’s see how a cashier can do that. Below is the setup required to be done in order for this feature to work In the inventory adjustment form you can do following setup to test the feature out Firstly you need to enable inventory adjustment in POS feature from feature management. Then in the permission group you can allow or disallow the auto inventory adjustment In POS you need to add the required button Then you need to create a journal and enter the item and quantity In the end it will go to HQ and depending on whether you have allowed the auto posting you may need to post the adjustment Hope this helps

Introduction: When we reactivate cases, the old case resolution record is set as cancelled and a new case resolution record is created, before you re open the case, you can actually store case resolution data, which you can later use when you re-close the case. Solution: Below is the code to get case resolution data   Code below is to close case again with data saved as per above string Note: Case Resolution entity is not visible through advance find, for testing purpose, you can filter activities by activity type= case resolution and regarding as your case Id.