In my previous blog referred here https://d365feeds.com/2020/07/08/how-do-contract-milestones-and-projects-flow-between-d365-ce-to-fo-in-project-operations/, we saw how the contract and milestones flow between CE and F&O in the integrated scenario in Project Operations. Next step is to Post the Milestones or the Approved Time entries (in case of T&M based projects) in F&O (Finance and Operations) Let’s looks at first Milestone based Invoice posting in F&O for a Fixed Bid Project: PN: How to log in to the environment is shown in my previous blog in the link above. Step 1: Login to the CE Environment to the Milestone that you need to Invoice and flip the status to “Ready for invoicing”. Step 2: The invoice is created in the CE Environment and you need to confirm the same. Upon confirming the invoice it gets integrated to the F&O Environment. Step 3: Navigate to F&O Environment and go to Project Management and Accounting à Import from staging table. This will import all the transactions available in the staging area to F&O environment. Step 4: At this juncture the Invoice is now posted to the F&O Environment. To check the same in F&O environment navigate to Project Management and Accounting Module à Pending project transactions You can see the Invoices milestone below. Step 5: Select the invoice and click on Post. This is when the invoicing of milestone is completed. This step is recommended to be performed by the Accounts Manager. Now we shall see how to Invoice Time and Material projects. Follow the steps to accomplish the same. Step 1: Navigate to CE Environment and get some time entries done on the T&M project as shown below. Step 2: Submit the time entries done by clicking the Submit button as shown below. The status of the time entries changes to Submitted from Draft status. Step 3: The project manager will now have to approve the time entries submitted from the Approvals tab. Step 4: As soon as the time entries are approved they are integrated and reside in the staging area of F&O. You then need to Import all the time entries from the staging area. Navigate to F&O Environment and go to Project Management and Accounting à Import from staging table. This will import all the transactions available in the staging area to F&O environment. Step 5: Post that navigate to Project Management and Accounting à Project Operation integration journal where all the approved time entries in CE environment get collected. Please understand that if there is an active Journal existing in F&O environment, then all the approved time entries for all the projects will be integrated to the same Journal, unless all the entries in that integration journal is approved. Step 6: Select the Journal from the below and click on the Post button from Ribbon. This will post all the transactions from the Journal, which also the final step that the Accounts manager will perform to do the invoicing. Above methods when performed can ensure that the milestones and the time entries for FP and T&M projects respectively are done. The above operations are prescribed to be done by the Accounts Manager in the company. This ends the process of Posting the Invoice in F&O Environment. The above blog is written with the best possible knowledge of Project Operations and practical experience.

 In D365 Finance and SCM there are lot of out of the box SSRS reports in which you have hyperlink to move to that particular record (for example Ledger transaction list). But sometimes when you update environment you might end up with no such option in you SSRS report as you can see in following screenshot.  To enable hyperlink features you need to follow following steps:- Navigate to feature management and go to all section in that Search for Report drill through links and disable this feature Search for Report PDF viewer and disable     you need to disable this feature for following limitation which you can find in screenshot. Now check desired SSRS reportNow you are able to see hyperlinks links in the reports I hope this post will be helpful to you, Thank you!

`Read this Blog to understand how you can configure API Management notification settings for Users to receive notifications for new subscriptions

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Pre-requisite: Salesforce Account (In this case we are having Developer trial license) Azure Data Factory in Azure. Steps To create linked service for Salesforce in Azure Data Factory we need username, password and secret key. The username and password is the same credential we use for login in Salesforce and we can create secret key by following these steps: Go to Setup Go to Personal Information > Reset My Security Token and click on Reset Security token. Once we clicked on reset Security token we will get an email which contains security token, below is sample email Now Go to Linked Service and create new connection, and Search for the Salesforce connector When we select the Salesforce connector it will ask to enter credentials Now connection gets created, Once we created connection create Datasets and then create pipeline. Review the mapping and run the pipeline.

In this blog we will see how we can create on-premise SQL server linked serviceSteps Create Linked Service in ADF for SQL server It will ask for Server name, database and credentials along with integration runtime as we are using the On-premise SQL Server, we must configure Integration runtime. We have already created integration runtime (Self hosted) created. Below are steps to create Integration runtime (Self hosted) Click on new and select self-hosted integration runtime, Enter the name and Integration run time gets created, once it created it will displays following details, and click on express setup. Once downloaded, execute the setup, On azure portal we can see that, it is running Now we will create connection for the Salesforce and make sure that both source and destination running under same Integration runtime. Now we will create Datasets for the on-premise SQL and salesforce.  Hope this helps!

In this Blog we will see how we can create connection of D365 CRM using Kingwaysoft Connector. Prerequisite: Visual Studio 2015 or HigherKingswaysoft Tool InstalledD365 CRM Configuration: Register an app and client Secret.  Register an App in Azure and generate client Secrect  Go to Azure portal>Register an App Specify Name and Redirect URL and click on URL, generate Client Secret if required. We will use this while creating CRM connection using KingswaySoft. Creating CRM Connection Open SSIS > Go to Connection Manager > Add Connection and following window will appear, click on Dynamic CRM and Click add. Now it will ask for CRM details, Click on Test Connection to check connectivity. Hope this helps!

Warranty feature in Dynamics 365 Retail can be used to either provide standard product warranty at zero price and also to sell extended warranty at a specific price. Warranties can be sold in the retail channel during the initial purchase or for a limited time afterward. For a retailer, providing an warranty can help build customer loyalty. With the extended warranty purchase, customers know where to go for service and support in case of issues and they can gain the confidence that their issues will be handled well. You can find the Extended warranty configuration and setup in the official Microsoft document on this link https://docs.microsoft.com/en-us/dynamics365/commerce/extended-warranty However if you want to offer standard product to customers at no additional cost, you need to do below setup: 1. In Released product for warranty product, Scroll down to Commerce fast tab and set the radio button Zero price valid to yes 2. Next, go to Functionality profile and set the radio button Must key in price if zero to no Run the relevant jobs and you should be able to sell the warranty or any product at zero price on POS. Warranty transactions related data is stored in database table called WARRANTYPOLICY. The data will reflect in the table only after statement posting and running the process warranty transaction job Hope this helps!

In this blog we will see how we can connect our shopify store to SSIS using kingsway soft connector. Step 1: Open your shopify store instance and note down your store name somewhere we will need that while creating a connection. Step 2: Open Apps from the left hand side menu Step 3: Scroll down to bottom and click on manage private apps Step 4: Copy the API key generated in the API Key section. If now app is created create one by clicking on create new private app. Step 5: Open SSIS and create new project. Download the kingsway soft connector from https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/download Step 6: Once you have installed the connector in SSIS create connection in SSIS by selecting REST as source Step 6: Select Shopify from the service dropdown Step 7: Enter the shop name that you copied at the beginning. Select the API Key authentication mode Step 8: Add your API key and password and test the connection. Check for spaces while copying the API key. In this way you can connect your Shopify store to SSIS. Hope this helps