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Category Archives: Uncategorized

Avoiding Negative Inventory: Tips and Tricks in D365 F&O

Managing inventory is an important part of any business, and keeping track of stock levels is key to smooth operations. Negative inventory happens when your system shows that you have less than zero items in stock. This can cause problems like delays, mistakes in finances, and unhappy customers. Luckily, Dynamics 365 Finance & Operations (D365F&O) has tools to help you avoid negative inventory. In this blog, we’ll share simple tips and tricks to keep your inventory accurate. What is Negative Inventory? Negative inventory means your system says you have less stock than zero. For example, if you sell or use more items than you have in storage, the system might show a negative number. This can happen because: Negative inventory can cause confusion, financial mistakes, and problems in planning and ordering stock. How to Avoid Negative Inventory in D365F&O Here are some easy steps to prevent negative inventory in D365F&O: 1. Set Up Item Model Groups Item model groups control how inventory is managed. Setting them up properly helps avoid negative inventory. 2. Use Inventory Reservations Inventory reservations make sure stock is set aside for specific orders, so you don’t overcommit. 3. Track Inventory Dimensions Inventory dimensions, like site, warehouse, batch, and serial number, help you track stock accurately. Make sure these are used correctly for each product. 4. Do Regular Cycle Counts Cycle counts help you check if the stock in your system matches what you actually have. Fixing any mistakes quickly avoids negative inventory. 5. Post Transactions in Order Posting transactions in the wrong order can cause temporary negative inventory. For example, issuing stock before recording receipts. 6. Check Inventory Transactions Often Review inventory transactions to catch and fix issues early. 7. Train Your Team Training your team is key to preventing mistakes that lead to negative inventory. Benefits of Avoiding Negative Inventory Preventing negative inventory can make a big difference for your business: Avoiding negative inventory in D365F&O is about using the right settings and following good processes. By setting up item model groups, using reservations, doing regular cycle counts, and keeping an eye on transactions, you can prevent negative inventory and keep your stock levels accurate. These steps will improve your operations, make customers happy, and help your business run smoothly. Start using these tips today to get the most out of Dynamics 365 Finance & Operations for inventory management! So, that its for this blog. Thanks 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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Tenant Creation and User Permissions for Business Central using Azure Portal

Introduction: Creating a tenant in Microsoft Entra-ID or Azure Active Directory (AAD) is a simple process that can be accomplished through the Azure portal. The portal serves as a centralized hub for managing Azure Active Directory and executing various administrative tasks, including the creation of a new tenant. Additionally, this blog will cover how to create a user and grant them permissions. Pre-requisites: Steps: Sign in to Azure Portal. Navigate to Microsoft Entra ID tenants: Select “Create”: Choose the type of tenant: On the Basics tab, select the type of tenant you want to create: Click Next: Configuration to proceed. Provide the necessary information: Organization name: Type your desired organization name (e.g., “Cloudfronts”). Initial domain name: Choose an initial domain name (e.g., “cfblogs”). Country/Region: Select your desired country or leave it as the United States. Review and create: Your new tenant is created: Check your user account: User can change their User Principal Name (which is generated by the system) by clicking on user e.g. “Shubham Prajapati” Now Sign in to Business Central Business Central Sign In | Microsoft Dynamics 365 Now put the User principal name As password was not set during tenant creation. Go to > Forgot Password After setting up the password you can successfully login to your Business Central Now Go to Settings > Admin Center Now Click on Upper Left Corner > Admin Go to Active Users > Click on the user which you want to give permission to access central, then go to Licenses and apps and select Licenses > Save changes Once permission is provided Go to Users page in business central and click on Update users from Microsoft Now the user is being updated, to give environment permission click on the user whom you want to give permission To give environment permission to user click on New Line > Select appropriate permission to user Conclusion Thus, in this blog we saw how to create a tenant for business central and how to add users and give permissions to them. Thank you for reading hope this helps!

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Get and Post Method in Business Central

Introduction: HTTP (Hypertext Transfer Protocol) is a protocol used for communication between web servers and clients. When a client sends a request to a server, it is called an HTTP request. The request consists of a request line, headers, and an optional message body. The request line contains the HTTP method, URL, and HTTP version. The headers contain additional information about the request, such as the user agent and content type.  When the server receives the request, it sends back an HTTP response. The response consists of a status line, headers, and an optional message body. The status line contains the HTTP version, status code, and reason phrase. The headers contain additional information about the response, such as the content type and server type. Pre-requisites: Configuration: So, in this we are going to use table extension of the table Item [Record id: 27]. It extends the “Item List” page by adding a button after the “History” action. The button is defined as an action with the following properties: ApplicationArea, Visible, Image, and trigger OnAction(). When the button is triggered, it sends an HTTP request using the HTTPRequestFact() and HTTPRequestFactPost() functions. The HttpClient.Get method to send an HTTP GET request to retrieve data from a remote server. The syntax for the HttpClient.Get method is as follows: [Ok := ] HttpClient.Get (Path: Text, var Response: HttpResponseMessage) Here, Path is the path of the resource you want to retrieve, and Response is the response received from the remote endpoint. The HttpClient.Get method returns a Boolean value indicating whether the operation was successful or not. If the operation was successful, the Response parameter will contain the response received from the remote endpoint. This code sends an HTTP GET request to the URL https://ene6g2z8lzf2g.x.pipedream.net/ using the HttpClient.Get method. The response received from the remote endpoint is stored in the Httpresponsemessage variable. If the operation was successful, the response is read as a string and stored in the Response variable. Finally, the Message function is called to display the response on the screen. The HttpClient.Post method to send an HTTP POST request to a remote server. The syntax for the HttpClient.Post method is as follows: [Ok := ] HttpClient.Post (Path: Text, Content: HttpContent, var Response: HttpResponseMessage) Here, Path is the path of the resource you want to post data to, Content is the HTTP request content sent to the server, and Response is the response received from the remote endpoint. The HttpClient.Post method returns a Boolean value indicating whether the operation was successful or not. If the operation was successful, the Response parameter will contain the response received from the remote endpoint. This code sends an HTTP POST request to the URL https://enni1en7jg0n.x.pipedream.net/ with the JSON payload constructed from the records in the current page. The HttpClient.Post method is used to send the HTTP POST request. The response received from the remote endpoint is stored in the Httpresponsemessage variable. If the operation was successful, the response is read as a string and stored in the Response variable. Finally, the Message function is called to display the response on the screen. The code first sets the filter for the current page to the “Item” record. It then loops through all the records in the “Item” record and creates a new JSON object for each record. The JSON objects are added to a JSON array. A new JSON object is created for the JSON array, and the JSON array is added to the JSON object. The JSON object is then written to a text variable. A new HTTP content object is created for the JSON payload, and the JSON payload is written to the HTTP content object. The HTTP POST request is then sent to the remote endpoint using the HttpClient.Post method. If the operation was successful, the response is read as a string and stored in the Response variable. Finally, the Message function is called to display the response on the screen. The RequestWithBasicAuthenticaton procedure takes in three parameters: Url, Username, and Password. It creates an HTTP request message with the given URL and sets the method to GET. It then adds the authorization method by encoding the username and password in Base 64 and adding it to the request headers. After that in if condition it sends an HTTP GET request to the URL specified in the Url parameter with basic authentication using the HttpClient.Send method. The HttpClient.Send method is used to send the HTTP GET request. The response received from the remote endpoint is stored in the ResponseMessage variable. If the operation was successful, the response is read as a string and stored in the Response variable. Finally, the Message function is called to display the response on the screen. Output: For Multiple Data, Conclusion: In conclusion, this blog has provided valuable insights into the fundamental concepts of HTTP GET and POST methods, along with an exploration of Basic Authentication in the discussed code. Readers now have a clearer understanding of how these key HTTP techniques, combined with authorization mechanisms, play pivotal roles in web communication, facilitating data retrieval, creation, and ensuring secure access. Introduction: HTTP (Hypertext Transfer Protocol) is a protocol used for communication between web servers and clients. When a client sends a request to a server, it is called an HTTP request. The request consists of a request line, headers, and an optional message body. The request line contains the HTTP method, URL, and HTTP version. The headers contain additional information about the request, such as the user agent and content type.  When the server receives the request, it sends back an HTTP response. The response consists of a status line, headers, and an optional message body. The status line contains the HTTP version, status code, and reason phrase. The headers contain additional information about the response, such as the content type and server type. Pre-requisites: Configuration: So, in this we are going to use table extension of the table Item [Record id: 27]. It extends the “Item List” page by adding a button after the “History” action. The button is defined as an action with the following properties: ApplicationArea, Visible, Image, and trigger OnAction(). When the button is triggered, it sends an HTTP request using the HTTPRequestFact() and HTTPRequestFactPost() functions. The HttpClient.Get method to send an HTTP GET request to retrieve data from a remote server. The syntax for the HttpClient.Get method is as follows: [Ok := ] … Continue reading Get and Post Method in Business Central

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How to create list page and link with master page in Business Central

Introduction Hello everyone, Today we are going to create list page and we will attached same to the any master (Ex. Item) page. When user will enter data into list page, Primary key of master and Line no will automatically get inserted. Pre-requisites Business Central on Cloud VSCode Steps: 1. Creating Table and Page First we will create one table with Line No  and Item No. as a primary key, and other fields as per requirements. After that we will create Page type of ListPart. We will keep Line no. and Item No editable false.   2. Creating master page extension So, to add our above page to master page we are going to create page extension for Item. We added our ListPart page inside part. Code to Autoincrement Line No. from 1  Now, we are going to write some code on OnInsert trigger of our custom table. It will help to create unique records. Item Card page will look like this On each new record we will assign Item No and generating Line No. User can hide item No. from list page for better user experience. Hope this will help. Thanks for reading.

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Error on POS Payment method ” The payment information is either missing information or it is incorrect

In this blog, I will show you how to resolve the below error Popping up on the POS screen while paying through the payment method  Customer Account. The following Screenshot shows the Actual error. Here’s the Solution for the Above error. Step 1: Copy the Customer No (In this case SS-276508) Step 2: Open HQ and Search All Customers. Step 3: On the All customers page, Please press the 3 dots as shown in Below Screen Shots . Step 4:  Search “nonChargeableAccount” in filter  , Select the Check Box  and Click Update Step 5 : Click Edit ,   and Select the Desired customer and untick the Non chargeable Account option. Step 6 Run 1010 1070  1090 job  and Recheck on POS . Hope this  Helps  

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How to silent sync SharePoint Team Sites Library using Intune

Many of us who are using SharePoint Online for Document Management as using the manual method for syncing the Document Libraries on our devices. Here we can leverage Intune Administrative Template. Administrative Templates are responsible to facilitate the management of registry-based policies that allows configuring many settings on Windows machine. With the availability of these Administrative Templates in Intune for Windows 10, it is helping Administrators to easily manage applications on Windows 10 or later devices using device configuration profiles. Profiles in Intune lets you configure settings and then push them to the devices in an organization. In this article, we will see how to silently sync SharePoint Online Document Libraries via Intune Administrative Template. Pre-Requisites: Devices must be Joined to Azure AD. If you have on-premises environment that uses AD, you can enable Hybrid AD Join. Enabling the Sync: Login to Microsoft Endpoint Manager Admin Center (endpoint.microsoft.com). Under Devices, go to Configuration Profiles and then click Create Profile. Select Windows 10 and later as Platform and Profile will be Administrative Template. Click Create. Enter a Name for the Profile and optionally a Description. Click Next. Under Computer Configuration, search for team site and then select ‘configure team site libraries to sync automatically’. Get Library ID from SharePoint Online Document Library, the instructions to get the ID will be given in the setting itself. Once the library ID is copied, go to the setting, and click Enable. You will also need to provide the Library Name and the Library ID which you copied. Once the Settings are configured, click Next and go to Assignments. Under Assignments, you need to select a Group, if you want to assign this profile to specific set of people. You may also choose All users or All Devices. Once selected, click Next, Review, and create the Profile.

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How to use Create HTML Table block in Azure Logic Apps to format JSON data

Sometimes after extracting data from certain data sources in JSON format we have to format and make this data easily readable so as to send this data via Microsoft teams or email. In this blog I will format a sample JSON code into a HTML table Since I am not using a data source, I am initializing a variable with data type as array (Create HTML block supports array Variables) and put a sample JSON code in the value section. Now we will convert this JSON piece of code into respective HTML type, to do this we will use Create HTML block, we have to select the array variable we initialized earlier and the type of columns would be custom. Enter Header details, this can be any string value, For Value Field Click on on it, go to expression and type the following expression. item()?[‘Product_ID’] You can replace the “Product_ID” with the name of attribute in JSON string After this we will send this data via email and run the trigger. As you can see the JSON code is converted into readable Email via HTML Hope this blog helped.

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‘There is no datasource in the query’ issue in product creation in D365 Finance and Operations.

In this blog, I am going to showcase how to resolve the issue in product creation This issue is generally happening which the specific user. When a user will try to create a new customer getting the error of ‘There is no datasource in the query. Steps to resolve this issue:- Click on Settings. Select the User Options. Click on Personalization. In the Technical name column search for “Ecoresproductcreate” personalization and clear that personalization. Logout from that user and log in again and this will be resolved. hope this helps!

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Trigger Azure Pipeline with logic app

Hello, friends in this blog we will see how to trigger an azure data factory pipeline using a logic app. Step 1: Create an Azure Data Factory pipeline for your integration. Step 2: Create a logic app of your preference, for this blog, I am creating an HTTP trigger logic app. Step 3: Now click on add step and search for Azure data factory. Step 4: Select create pipeline run and fill in the required information. Step 5: Trigger your logic app and let it finish the run. Once that is done go to the monitor section of your Data factory and check whether the integration pipeline is triggered or not. Since we are triggering the pipeline from the logic app the triggered will be a manual trigger instead of your ADF trigger name. Hope this helps.

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How Caching Works in Business Central

References: Data Access – Business Central | Microsoft Docs Database.SelectLatestVersion Method – Business Central | Microsoft Docs Explanation: Caching is one of the methods which systems use to improve performance and respond to requests rapidly. In a Business Central system, caching is done at two levels: Business Central Server Instance Data Cache SQL Server Data Cache. Whenever a User requests data from Business Central, it firsts check whether The data is available in the Server Instance’s cache, If not, then it checks the SQL Server Data Cache, And if not here then it fetches the data from the database. The Business Central Server Instance’s Cache is accessible to all the Users connected to that Server Instance. There are two types of cache stored here, Global Cache Private Cache Global cache is the one which is accessible to all the Users connected to the SQL Server. Private cache is only accessible over a transaction, for a particular User, for a particular company. This cache is cleared as soon as the transaction is completed. Which cache is to be used for which User depends on whether the Table from which the User is requesting data is locked or not. In case it is locked, Private Cache is queried else Global Cache is queried. The following procedures in Business Central support using Cache: GET GETBYSYSTEMID FIND FINDFIRST FINDLAST FINDSET COUNT ISEMPTY CALCFIELDS Whenever we make a call to the “FIND” functions, 1024 records are cached. The Data Cache size in Business Central can be changed using the “Data Cache Size” setting of the Business Central Server Configuration file. The default value is set to 9 which is equivalent to 500mb. Increasing the value by 1 doubles the cache size. If we want to latest data from the database to be fetched, i.e. if we want to bypass the cache, we can use the “SelectLatestVersion” procedure. The results from Query objects in Business Central are not cached. If there are multiple Server Instances over a single database, Business Central synchronizes the cache every 30 seconds by default. We can change this by using the “CacheSynchronizationPeriod” parameter in the CustomSettings.config file. Conclusion: Thus we saw how to Caching works in Business Central and how we can optimize it usage for maximum performance in Business Central.

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