Category Archives: Blog
Choosing the Right WIP (Work in Progress) Method for Your Business Central Projects
Managing projects in Microsoft Dynamics 365 Business Central isn’t just about tracking tasks—it’s about timing your revenue and cost recognition. That’s where WIP (Work in Progress) methods come into play. Whether you’re in construction, services, or implementation—your project accounting can get messy fast. WIP helps clean that up. Let’s explore the five WIP methods through simple scenarios to help you choose the right one. 5 WIP Methods in Business Central—With Scenarios! 1. Cost Value “I spend a lot upfront, billing comes later.” This method calculates WIP based on actual project costs. It defers those costs to the balance sheet until you’re ready to recognize them. Scenario: You’re building a factory. You spend ₹25 lakh on materials and labor in the first 3 months but won’t invoice the customer until completion. You don’t want those ₹25 lakh to hit your P&L yet. What happens: Costs get moved to a WIP account, so your P&L stays clean. WIP = Costs Incurred 2. Sales Value “I raise invoices early—before completing work.” This method calculates WIP based on billable sales value, regardless of actual cost incurred. Scenario: You sign a ₹20 lakh IT project. In Month 1, you invoice ₹5 lakh for kickoff and initial planning—even though you’ve barely incurred costs. What happens: That ₹5 lakh revenue sits in the WIP account until you’ve actually done that much work. WIP = Revenue Billed (or Billable) – Work Performed 3. Cost of Sales “I bill monthly and want a straightforward approach.” Here, there is no WIP. Costs and revenues hit your P&L as soon as they’re posted. Scenario: You run a monthly maintenance contract. Every month, you invoice ₹1 lakh and spend ₹70,000 on service staff. What happens: Both ₹1 lakh and ₹70,000 show up in your P&L that month—no balance sheet entries, no deferrals. Simple: Revenue – Cost = Monthly Profit 4. Percentage of Completion (POC) “I want my financials to reflect actual progress.” This method tracks job progress and calculates revenue based on how much of the job is completed. Scenario: You’re doing a ₹60 lakh construction job. You’ve completed 40% of the work and spent ₹20 lakh so far. Your system calculates revenue as 40% of ₹60 lakh = ₹24 lakh. What happens: Business Central adjusts both revenue and cost based on progress—not just what’s billed or spent. % Completion = Actual Cost ÷ Estimated Cost Recognized Revenue = % Completion × Contract Value 5. Completed Contract “I only recognize anything after the job is fully done.” This method holds everything—revenue and cost—until the project is completed. Scenario: You’ve been hired to deliver a complex machine. The contract clearly states: “No billing or revenue recognition until handover.” What happens: You might spend ₹10 lakh and do months of work—but nothing shows up in your P&L until the machine is delivered and accepted. Recognize all revenue and cost only at job completion Quick Table Comparison WIP Method Recognizes Costs Recognizes Revenue Scenario Style Cost Value Deferred Deferred Spend-heavy, bill-later projects Sales Value Deferred Based on billing Invoice-early, delivery-later Cost of Sales Immediate Immediate Simple monthly billing Percentage of Completion Gradual Gradual Long-term projects with clear phases Completed Contract At Completion At Completion Strict final delivery-based billing Over to you! Which WIP method do you think suits your projects? Have you used Percentage of Completion before? Or do you prefer a simpler Cost of Sales approach? I Hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Error Handling in Azure Data Factory (ADF): Part 1
Azure Data Factory (ADF) is a powerful ETL tool, but when it comes to error handling, things can get tricky—especially when you’re dealing with parallel executions or want to notify someone on failure. In this two-part blog series, we’ll walk through how to build intelligent error handling into your ADF pipelines. This post—Part 1—focuses on the planning phase: understanding ADF’s behavior, the common pitfalls, and how to set your pipelines up for reliable error detection and notification. In Part 2, we’ll implement everything you’ve planned to use ADF control flows. Part 1: Planning for Failures Step 1: Understand ADF Dependency Behavior In ADF, activities can be connected via dependency conditions like: When multiple dependencies are attached to a single activity, ADF uses an OR condition. However, if you have parallel branches, ADF uses an AND condition for the following activity—meaning the next activity runs only if all parallel branches succeed. Step 2: Identify the Wrong Approach Many developers attempt to add a “failure email” activity after each pipeline activity, assuming it will trigger if any activity fails. This doesn’t work as expected: Step 3: Design with a Centralized Failure Handler in Mind So, what’s the right approach? Plan your pipeline in a way that allows you to handle any failure from a centralized point—a dedicated failure handler. Here’s how: Step 4: Plan Your Notification Strategy Error detection is one half of the equation. The other half is communication. Ask yourself: To conclude, start thinking about Logic Apps, Webhooks, or Azure Functions that you can plug in later to send customized notifications. We’ll cover the “how” in the next blog, but the “what” needs to be defined now. Planning for failure isn’t pessimism—it’s smart architecture.By understanding ADF’s behavior and avoiding common mistakes with parallel executions, you can build pipelines that fail gracefully, alert intelligently, and recover faster. In Part 2, we’ll take this plan and show you how to implement it step-by-step using ADF’s built-in tools. Please refer to our case study https://www.cloudfronts.com/case-studies/city-council/ to know more about how we used the Azure Data Factory and other AIS to deliver seamless integration. We hope you found this blog post helpful! If you have any questions or want to discuss further, please contact us at transform@cloudfronts.com.
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How to Make Fields Mandatory in Microsoft Dynamics 365 Finance and Operations Without Coding
Data accuracy and completeness are essential for maintaining robust internal controls in any organization. Microsoft Dynamics 365 Finance and Operations (D365FO) offers various ways to customize forms to meet specific business requirements. One common scenario is when a customer requires certain fields to be mandatory for data entry, even though they aren’t mandatory by default. Fortunately, D365FO allows you to achieve this without any coding. In this blog, we will guide you through the steps to make a field mandatory using the personalization feature. Why Make Fields Mandatory? Ensuring certain fields are mandatory improves data accuracy, reduces errors, and enforces internal controls. For instance, a mandatory Tax Exempt Number field ensures compliance and proper documentation for tax-exempt customers. Step-by-Step Guide to Make a Field Mandatory Step 1: Navigate to the Form and Identify the Field In this example, we’ll make the Tax Exempt Number field mandatory on the Customer form: Step 2: Personalize the Field Step 3: Test the Field Making fields mandatory in D365FO is a simple process that doesn’t require any coding expertise. By using the personalization feature, you can enforce stricter data accuracy and completeness controls to meet customer or business requirements. This quick and easy method ensures that critical information is always captured, improving overall operational efficiency and compliance. Have Questions?If you found this guide helpful or need assistance with further customization in D365FO, feel free to leave a comment or reach out. Thank you for reading! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Inventory Valuation – Month close Standard Operating Procedure (SOP)
Accurate inventory valuation is crucial for ensuring the financial integrity of any business using Microsoft Dynamics 365 Finance & Operations (D365 F&O). Companies with substantial inventory transactions must follow a structured approach to avoid discrepancies and ensure that profit and loss calculations are correctly reported. This Standard Operating Procedure (SOP) outlines the necessary steps to efficiently close inventory transactions, reconcile accounts, and maintain a reliable financial record. In Dynamics 365 Finance & Operations, companies having substantial inventory transactions should follow a certain set of rules so that the inventory valuation runs correctly and the Profit and loss for the company is worked out correctly. All the “Sales Orders” Having under this status shows Inventory Reserved this should be Un-reserved Before Closing All the “Transfer Orders” under this status should be should be Un-reserved Before Closing All the “journals” Under This Status Must Be Settled or Reversed. All the sales orders under this status show sales orders that are not invoiced but for whose GRN/ Delivery Has been Made these must be Invoiced. All the “Transfer Orders” under this status should be should be Un-reserved Before Closing All the “journals” Under This Status Must Be Settled or Reversed. 2. Post/delete unposted inventory journals 3. Close if there’s any registered/Picked journals 2. Closing the Inventory : during off working hours – this is a mandatory condition. To conclude, following a structured month-end close process ensures accurate financial reporting, prevents transaction mismatches, and keeps inventory valuation aligned with company objectives. By maintaining disciplined inventory management and performing routine cleanups, organizations can significantly enhance operational efficiency and ensure compliance with financial regulations. This SOP provides a clear roadmap for month-end inventory reconciliation, ensuring a smooth and error-free closing. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com
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Find Your Element’s Project in Visual Studio for Finance and Operations Developers
In Finance and Operations development, it’s common for the same object to be referenced across multiple projects for different purposes. For example, one developer might have created the object in Project A, another could be using it with slight modifications in Project B, and yet another might be working on bug fixes for the same object in Project C. In such cases, the original logical grouping of the object—essentially the reason for creating a project—can become unclear. Unfortunately, Visual Studio does not provide a built-in method to identify all the projects an element belongs to. In this blog, we’ll explore how to determine the projects associated with a specific element. Steps 1. Go to the root of your projects folder in File Explorer. This will generally be the “C:\Users\<Username>\source\repos” folder. 2. Open a command prompt from this window by typing CMD in the address bar. 3. Type “dir /s /b *.rnrproj > projectslist.txt” this will generate a text file containing the addresses of all the project files in your selected folder. 4. Type “findstr /f:projectslist.txt /m Name_Of_Your_File”, this will return a list of all the projects which contain a file with the selected name. 5. You can also use regular expressions in FindStr to further narrow down the file you want. Conclusion Identifying which projects reference a specific file in Finance and Operations can be a challenging task, especially when dealing with large and complex solutions.By leveraging simple command-line tools like dir and findstr, developers can efficiently locate project dependencies without relying on Visual Studio’s limited search capabilities. This approach not only saves time but also provides greater flexibility through the use of regular expressions, allowing for more refined searches.Whether you’re debugging, modifying, or reorganizing your codebase, this method ensures you maintain better control and organization over your projects. If you need further assistance or have specific questions about your ERP setup, feel free to reach out for personalized guidance. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Enhancing Business Visibility: Integrating Project Operations (PO) with Power BI for Data-Driven Insights
In today’s data-driven business landscape, organizations strive to enhance visibility into their project operations to make informed decisions. Microsoft’s Project Operations (PO) provides a robust solution for managing projects, finances, and resources. However, to unlock its full potential, integrating PO with Power BI allows businesses to gain deeper insights through real-time analytics and visualization. This blog is specifically designed for Team Leads, CTOs, and CEOs who need to streamline project tracking, financial oversight, and resource allocation. By integrating PO with Power BI, decision-makers can reduce manual reporting efforts, gain actionable insights, and drive operational efficiency. Why Integration Matters Project Operations (PO) enables organizations to streamline project management, resource planning, and financial tracking. However, without effective reporting, extracting meaningful insights from this data can be challenging. Power BI bridges this gap by offering advanced visualization tools, predictive analytics, and customizable dashboards. Benefits of Integrating PO with Power BI Steps to Integrate PO with Power BI Use Cases of PO & Power BI Integration What’s Next? This blog is the first in a series on leveraging data for business growth. Stay tuned for upcoming blogs on: To conclude, Integrating Project Operations with Power BI empowers businesses with real-time, data-driven insights that enhance decision-making and operational efficiency. By leveraging advanced analytics and visualization, organizations can proactively manage projects, optimize resource allocation, and drive profitability. By embracing this integration, businesses can unlock the full potential of their project data and stay competitive in today’s digital economy. Stay tuned for the next blog in this series! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com
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Out-of-the-Box or Open-Source? Choosing Between Business Central and Odoo
As businesses grow, the need for a solid, scalable ERP system becomes clear. Two popular names frequently pop up in these exchanges Microsoft Dynamics 365 Business Central and Odoo. Both have their strengths, and both pledge to streamline operations but the real question is which one’s the better fit for your business? Let’s break it down — not in tech slang, but in real- world, business- leader language. The Core Philosophy Business Central is a Microsoft product built for businesses that want a solid, all-inclusive ERP solution with advanced financial capabilities and seamless Microsoft 365 integration. Odoo, on the flip side, is modular and open-source. It appeals to businesses that need a flexible system they can customize heavily to match specific processes. What Business Leaders Need to Know Business Central feels familiar to anyone who is worked with Excel, Outlook, or brigades. It’s designed to “just work” within the Microsoft ecosystem, which lowers the learning curve. Odoo’s interface is clean and ultramodern, but it can take a bit further trouble to set up and learn — especially if you’re customizing heavily. Business Central offers rich out- of- the- box functionality, especially when it comes to finance, supply chain, and force. utmost-sized businesses find that they do n’t need important customization to get started. With Odoo, you get the basics and also make from there. It shines when you need commodity veritably specific, but this also means further outspoken work. This is where Odoo really shines. You can tweak nearly every part of it. But with great inflexibility comes great responsibility — meaning further involvement from inventors. Business Central allows customization too, but within rails. It’s more structured, which means smaller surprises latterly on. If your company already relies on Microsoft products, Business Central integrates effortlessly—Teams, Power BI, Excel, and more. Odoo integrates too, but you might need additional connectors or custom development to get everything working smoothly. Business Central is erected for businesses that are spanning presto. It’s used by companies with hundreds of druggies and supports complex financials, global operations, and strict compliance requirements. Odoo is great for startups and small businesses, and it can grow but there’s a point where scaling can come more complex, especially if heavy customization is involved. What About Cost? Odoo has a character for being more affordable outspoken, especially the open- source interpretation. But keep in mind customization, hosting, and ongoing support can add up. Business Central might look more precious on paper, but it comes with stability, security, and erected- in integrations that reduce the need for bolt- on results. So Which One’s Right for You? Choose Business Central if you Choose Odoo if you To conclude, there’s no universal “best ERP”—only the best one for your business. Business Central and Odoo both offer strong value, but suit different types of organizations. Still unsure? Let’s have a conversation. For more information on Microsoft products, you can reach out to us at transform@cloudfonts.com.
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Master Dynamics 365 Lookups: Customize Without Breaking the Code!
In Dynamics 365 Finance & Operations, lookup methods are used to display a list of selectable values for fields, enhancing data entry efficiency and accuracy. Sometimes, the default lookup behavior doesn’t meet specific business requirements, necessitating customization. Overriding Lookup Methods with Event Handlers This article will cover how to override existing lookup methods using event handlers, a preferred approach that avoids modifying the base code directly.This ensures easier maintenance and compatibility with future updates. Key Steps Highlighted: By pressing the right-click button, you can check the form control details easily Open Visual Studio designer and go to the OnLookup event and Copy event handler. As you can see after deploying the changes Terms of payment field is visible. Conclusion and Benefits of Using Event Handlers We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Enhancing Number Series in Business Central: New Architecture and Copilot Integration
As Business Central continues to advance, its features and functionalities are also evolving. One significant enhancement is the introduction of a new series system. This update is designed to simplify the process of assigning numbers to various documents, ensuring both consistency and efficiency. In this blog, we’ll explore the core aspects of this new number series and how you can leverage it in your Business Central environment. Understanding the Basics Number series in Business Central serve as unique identifiers for documents such as sales orders, purchase orders, and invoices. These identifiers play a crucial role in effectively tracking and managing documents. With the introduction of the new number series, improvements have been made to enhance flexibility and provide better control over these identifiers. What’s New? Previously, Business Central used the NoSeriesManagement codeunit for managing number series. The updated system introduces two distinct entities: This new structure brings a more organized and streamlined approach to number series management, enabling enhanced customization for different document types and processes. Refactoring Your Code With these updates, the NoSeriesManagement codeunit is now marked for deprecation. When you use it, you may encounter a warning like: “Codeunit ‘NoSeriesManagement’ is marked for removal. Reason: Please use the ‘No. Series’ and ‘No. Series – Batch’ codeunits instead. Tag: 24.0”. Here’s a step-by-step guide to refactoring your code for the new system: 1. Identify Usage First, locate all instances where the NoSeriesManagement codeunit is referenced in your codebase. This includes direct calls or any references to its functions. 2. Replace with New Codeunits Update these references to use the appropriate new codeunit: How to Implement the New Codeunits a. Using “No. Series” This codeunit is used for standard number series management tasks. Below is an example of how it works: var NoSeries: Codeunit “No. Series”;begin NoSeries.GetLastNoUsed(); NoSeries.GetNextNo();end; b. Using “No. Series – Batch” The “No. Series – Batch” codeunit is designed for efficient batch processing of multiple number series. Use its methods like PeekNextNo to retrieve the next number without modifying the series. var NoSeriesBatch: Codeunit “No. Series – Batch”;begin NoSeriesBatch.GetLastNoUsed(); NoSeriesBatch.PeekNextNo();end; Example: Before and After Refactoring Before Refactoring: After Refactoring: Suggesting No. Series Using Copilot in Business Central Business Central’s Copilot integration simplifies generating and managing No. Series for different modules. Follow this step-by-step guide to utilize this feature effectively: 2. Create a New Number Series 3. Generate Number Series for a Specific Module 4. Modify an Existing Number Series 5. Prepare Number Series for the Next Year This feature empowers users to efficiently manage No. Series with minimal manual effort, ensuring consistency and saving valuable time. Explore the Copilot suggestions to optimize your workflow in Business Central! To conclude, the advancements in Business Central’s Number Series management, with the introduction of the new architecture and Copilot integration, offer a significant leap in flexibility, efficiency, and user experience. The updated “No. Series” and “No. Series – Batch” codeunits streamline workflows, while Copilot simplifies the creation, modification, and futureproofing of number series with intelligent suggestions. By adopting these features, businesses can ensure consistency, reduce manual errors, and save valuable time, making their operations more streamlined and future ready. Explore these enhancements today to unlock the full potential of Business Central! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Part 2: Configuring and Testing Security Roles in Microsoft Dynamics 365 Finance & Operations
In Part 1, we covered the fundamentals of security roles, duties, privileges, and permissions in Dynamics 365 Finance & Operations. Now, let’s explore how to create, modify, and test security roles using the Security Configuration and Security Diagnostic Tools. How to Add a New Role Using the Security Configuration Tool Step 1: Create a New Role Step 2: Name the Role Step 3: Assign Duties to the Role Step 4: Assign Tasks & Privileges Step 5: Modify Object Permissions Step 6: Publish the Role Security Diagnostic Tool: Analyzing Security Assignments The Security Diagnostic Tool allows security administrators to analyze security roles, duties, and privileges associated with a form. Benefits of the Security Diagnostic Tool: ✔ Quickly identify security gaps by viewing all assigned roles and privileges.✔ Available on any form, allowing instant analysis.✔ Streamlines security adjustments without manual role mapping. How to Use the Security Diagnostic Tool: By using this tool, administrators can quickly review security settings and make necessary adjustments to ensure data protection and compliance. To conclude, managing security roles in Microsoft Dynamics 365 Finance and Operations is crucial for data security and system integrity. The Security Configuration Tool helps create and modify roles, while the Security Diagnostic Tool provides a quick way to analyze security gaps. By following these steps, administrators can effectively control user access, ensure compliance, and streamline security management. Need further assistance? Feel free to leave a comment or reach out for expert guidance on security configurations in D365FO! Thank you for reading! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.