Isn’t it just too easy to see from Flow (Power Automate’s) Runs what data was passed on? A simple switch in the Power Automate designer will secure this. Default Behavior By default, if you have access to the Flow, you can simply go in and see the inputs Secure Input / Output In the Flow designer, you can select and step and go to Settings And turn on Secure Input / Output depending on what you want. It says this is still in Preview as of the day of writing this post. Once this is Active, it is denoted by a Lock symbol on the step you enabled it on. And now, when you try to look at the data, it will hide away the information Note: Please note that this will run only for the Run History records after this was turned on. The previous records will continue to show the data.   Hope this helps!!

Problem Statement: I had a requirement where I needed to check the fields on the Entity POST, however in CRM customization, I could not find the entity POST though it was visible in advanced Find. Solution: To view all the data related to any hidden field, you can use the Metadata Generator in XRM Toolbox Connect to your environment on XRM Toolbox. Search for Metadata Document Generator In Metadata Document Generator: Retrieve Entities and languages Select the entity you want to generate metadata for and enter the file path of the excel document where the data needs to be stored. Generate Document 4.  Open the document, you will be able to see all the data related to the Entity. Conclusion: XRM Toolbox- Metadata Generator is helpful in case the entity cannot be viewed in CRM.

Purpose The Regression suite automation tool (RSAT) significantly reduces the time and cost of user acceptance testing. This tool enables functional power users to record business tasks using the Finance and Operations Task recorder and convert these recordings into a suite of automated tests without the need to write source code. Test libraries are stored and distributed in Lifecycle Services (LCS) using the Business Process Modeler (BPM) libraries. These libraries are also fully integrated with Azure DevOps Services (Azure DevOps) for test execution, reporting and investigation. Test parameters are decoupled from test steps and stored in Microsoft Excel files. Prerequisites Dynamics 365 for Finance and Operations test environment (Demo or tier 2 UAT environment Excel Azure DevOps: You will need an Azure DevOps Test Manager or Test Plans license. For example, if you have a Visual Studio Enterprise subscription, you already have a license to Test Plans. Pricing-https://azure.microsoft.com/en-us/pricing/details/devops/azure-devops-services/ For a demo environment, you don’t need to buy any license. Authentication Certificate: To enable secure authentication, RSAT requires a certificate to be installed on the RSAT client computer. The RSAT settings dialog box allows you to automatically create and install the authentication certificate. Installation Download Regression Suite Automation Tool.msi to your machine RSAT requires Selenium and web browser driver libraries. RSAT will prompt you if needed libraries are missing and will automatically install them for you. Configuration For RSAT Open RSAT application. Select the Settings button in the upper right to configure RSAT. And next steps will help you to find those required fields input. Go to project settings of Lcs for your projects. Go to Visual Studio Team Services. Here you need to mention the Azure DevOps project in the Azure DevOps site URL field. In order to do that, click on https://www.visualstudio.com Open Azure DevOps and create a new organization if there is not an existing one. Now create a new project as shown below Now you need to set up a security token by clicking on  account info>security Once you create the token, save it as you will not be able to access it again when you want to use it. Once that is done, go back to the main page and create a new test plan. Name it as RSAT-TT (or you can use any name) Now right click on RSAT-TT and create a new suite you can name it ‘Demo’. Azure DevOps setup is done. In Azure DevOps site URL mention Organization name that you set up in Azure DevOps. And in Personal access token field paste the token that you had earlier saved. Click on continue to select the project and continue, Save. Now you need to deploy it to the environment Next, open the Regression Suite Automation Tool, Go to settings in Azure Dev Ops Url field copy it from the LCS Access token should be the security token you had copied. Click on Test connection so the Project name and Test plan will populate. Now run VM. You will find Hostname and SOAP Hostname by going to IIS and then right-clicking on AOSService>Edit bindings. Copy both the Hostname and in Hostname and SOAP Hostname fields paste these values Admin username should be the username you use to login to your environment. To generate Thumbprint click on New and save at any location and then copy the generated certificate to the VM Open the copied certificate and install it to the local machine at personal and Trusted Root Certification Authorities locations.Now Open the wif file in admin mode in notepad from the given location of VM In wif file find CN name=127.0.0.1 exists or not. If not, copy the selected portion and paste it below the same authority block. Now add modify those lines as follows: <authority name=”CN=127.0.0.1″>             <keys>               <add thumbprint=”F46D2F16C0FA0EEB5FD414AEC43962AF939BD89A”/>             </keys>             <validIssuers>             <add name=”127.0.0.1″ />             </validIssuers>             </authority>  ( Note: Add thumbprint of installed Certificate in wif as shown)   Final steps include Copy thumbprint from RSAT settings (which was generated when you click on New) and paste it in wif file in your VM Then Mention the company name And Working directory Set default browser as internet explorer Save as and ok Next, Go to LCS open business process modeler and create a new Library Name it as RSAT, go to edit and rename the process as required and you may add a child node to it by clicking on the Add process.  Now go to Finance and operations, go to test recorder  Create recording by clicking on create a recording and perform the operation and then click on the stop button. Name it as per your need then Save it to Lifecycle services or Save this to PC option. Click ok Now go back to LCS in the project library and click on the requirement, tab check it’s syncing  Now Sync test cases and VSTS sync Next, go to Visual studio DevOps, test cases, click on Add existing Then click on the run query and click on Add test case  Now go to regression suite automation and load the test and download test cases. select test and click on new and generate test execution parameter files Then click on edit option for the older version to edit values in excel For older version For newer version Now edit metadata for the test in excel file and save and close Now Run the test after this step, automatic session for the test is handled by selenium where the browser will perform steps as test cases Then run the test and after it’s completed successfully click on upload (Note the result as passed)

In finance and operations for making any changes in License configuration form, you need to enable maintenance mode and after making desirable changes you need to disable to this mode. You can enable or disable maintenance mode using SQL query as well as command prompt. In this blog, we are performing this operation using the SQL query. The following are steps to enabling/disabling maintenance mode:- Open SSMS(Microsoft SQL Server Management Studio) in your server. Click on New Query and enter the following query to enable maintenance mode:- update dbo.SQLSYSTEMVARIABLESset dbo.SQLSYSTEMVARIABLES.VALUE =1 where dbo.SQLSYSTEMVARIABLES.PARM = ‘CONFIGURATIONMODE’   You can verify status using following command:-SELECT * FROM [AxDB].[dbo].[SQLSYSTEMVARIABLES] After this restart IIS services in some cases, you need to restart the server. perform your changes to the License configuration form. after desired changes are made you can disable mode using the following command update dbo.SQLSYSTEMVARIABLESset dbo.SQLSYSTEMVARIABLES.VALUE =0 where dbo.SQLSYSTEMVARIABLES.PARM = ‘CONFIGURATIONMODE’ Now again you can verify status using the same query in step 3 and again repeat step 4.I hope this blog will help you

Sometimes we may get some requirements with multiple lookup fields on the same Entity form on D365 Portals. Also, we may have to perform some operations on click of search button on these Lookup fields. Here, it is not possible to achieve this without writing javascript or jquery code mean-while, we also have to make sure that the click event should be generic (single event working for all similar lookup fields). This blog will guide you to attach generic click event on all the similar lookup field using jquery. Below is the sample code for the same.   $(document).ready(function () { $(“.genericContact”).parent().find(“button[title=’Launch lookup modal’]”).each(function () {//click for all lookup $(this).click(function () { //your  code here }); }); }); In the above code, selector genericContact is a custom css class added to all the similar lookup fields on an entity form. To see how to add css class to any attribute click here.

With Supply Chain Management based on Dynamics 365 Business Central (formerly Dynamics NAV), mapping processes along the entire supply chain is highly efficient. Microsoft Dynamics 365 Business Central ensures smooth processes in purchasing, sales, manu­facturing, logistics and warehouse. You can use Supply Chain Manage­ment (SCM) to adjust and control the work­flows customized to specific requirements. Supply Chain Manage­ment in Dynamics 365 Business Central can be configured flexibly and helps you integrate all business partners in the best possible way. For example, procure­ment, processing and delivery times can be reduced and optimized.   SCM functions in Dynamics 365 Business Central: Optimize inventory levels: Use built-in intelligence to predict when and what to replenish. Purchase only what you need with dynamically updated inventory levels.   Avoid lost sales and reduce shortages: Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points. Suggest substitutes when requested items are out of stock.   Maximize profitability: Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Prevent unnecessary or fraudulent purchases through approval workflows.   Sales order management: Manage sales orders, blanket sales orders, and sales order processes.   Purchase order management: Manage purchases, blanket orders, and purchase order processes.   Warehouse management (Basic and Advanced): Warehouse functionality in Business Central can be implemented in different complexity levels, depending on a company’s processes and order volume. The main difference is that activities are performed order-by-order in basic warehousing when they are consolidated for multiple orders in advanced warehousing.   Item transfers: Track inventory as it’s moved from one location to another and account for the value of inventory in transit at various locations.   Locations: Manage inventory in multiple locations that may represent a production plant, distribution centre, warehouse, showroom, retail outlet, or service car.   Assembly Management: To support companies that supply products to their customers by combining components in simple processes without the need of manufacturing functionality, Business Central includes features to assemble items that integrate with existing features, such as sales, planning, reservations, and warehousing.

Maximize efficiency of your customer service Gain a complete overview of the tasks and workloads in your service department to efficiently allocate resources and accelerate the answer of requests. With an increasing number of different business contacts, it is necessary to handle them professionally in order to generate extensive customer trust through constructive communication and reliable processing of service cases. Service Management functions in D365 Business Central: Manage forecasting to fulfilment: Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.   Run your warehousing efficiently: Get a holistic view of inventory for efficient order fulfilment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions.   Reach optimal output levels: Calculate and optimize manufacturing capacity and resources to improve production schedules and meet customer demands.   Service orders: Register your after-sales issues including service requests, services due, service orders, and repair requests.   Service item management: Record and keep track of all your service items, including contract information, component management, and BOM reference and warranty information.   Service contract management: Record details on service levels, response times, and discount levels, as well as on the service history of each contract, including used service items and parts and labour hours.   Planning: Assign personnel to work orders and log details such as work order handling and work order status.   Dispatching: Manage service personnel and field technician information, and filter according to availability, skills, and stock items.   Service price management: Set up, maintain, and monitor your service prices.  

The project management module in Dynamics 365 Business Central provides options for planning and creating project-relevant activities (project planning) and enables project budgeting and automated project invoicing. You can use the project management in Microsoft Dynamics 365 Business Central to completely map and control your project-relevant activities: Stay on budget: Create, manage, and track customer projects using timesheets along with advanced job costing and reporting capabilities. Develop, modify, and control budgets to ensure project profitability.   Plan with precision: Manage resource levels by planning capacity and sales. Track invoicing for customers against planned costs on orders and quotes.   Analyse project performance: Make effective decisions with real-time insight on project status, profitability, and resource-usage metrics.   Resources: Register and sell resources, combine related resources into one resource group or track individual resources.   Estimates: Monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.   Jobs: Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.   Timesheets: Timesheets are a simple and flexible solution for time registration with manager approval and integrate with Service, Jobs, and Basic Resources.   Multiple languages: Switch languages on the client in real time provided that the desired language is available.   Reason codes: Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.   Extended text: Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.   Intrastat reporting: Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can inform you whether your company is obligated to file such a report.   Outlook integration: Synchronize your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.

The Microsoft Dynamics 365 Business Central ERP software has an integrated suite for the production area (PPC: production planning and control) with comprehensive functions to plan and control efficient production and manufacturing processes: The manufacturing module can map and efficiently manage all areas from material requirements and product configuration to workstation and machine utilisation. Production functions in D365 Business Central: Resources: Register and sell resources, combine related resources into one resource group or track individual resources.   Estimates: Monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.   Jobs: Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.   Timesheets: Timesheets are a simple and flexible solution for time registration with manager approval and integrate with Service, Jobs, and Basic Resources.   Multiple languages: Switch languages on the client in real time provided that the desired language is available.   Reason codes: Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.   Extended text: Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.   Intrastat reporting: Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can inform you whether your company is obligated to file such a report.   Outlook integration: Synchronize your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.   Subcontracting: Allows companies to send raw materials, unfinished goods, or partially finished goods for further processing elsewhere.  

Get an overview of your business data using power­ful Business Intelligence (BI) functions and improve your customer management. Business Intelligence for an informed decision base With the analysis tools integrated into Microsoft Dynamics 365 Business Central (formerly Dynamics NAV), you can use graphical views and digital reports to analyse your busi­ness data in detail. By combining Microsoft Dynamics 365 Business Central and other applications such as the Microsoft SQL Server with its reporting and analysis services your company can meet the requirements of comprehensive analyses and reporting. With access to real-time data from Microsoft Dynamics 365 Business Central statistics and additional analysis and reporting tools, your employees can analyse performance and make informed decisions based on meaningful data.