In D365 there are several option to export/Import data like Data Entities, BYOD, Aggregate measurements/Entity store. In this blog we will learn How to create entity store in D365 Finance and operations. Aggregate Measurements/Entity Stores are use to create Power Bi reports with nearly Live data where user have option to set its recurrence that is how often you want to refresh entity store there is no need to manually refresh the data as per suggested Batch job will run for respective entity stores. You can also forcefully refresh data by pressing refresh button on entity store page. So lets start with development of aggregate measurements, aggregate dimensions. Add New aggregate measurements object to the project where we required Add required attributes Add required measures Add required dimensions Add dimensions where view of dimension and aggregate measurements are different Build The Model Refresh Entity store from D365 Finance and Operation Environment Verify that respected view is created for aggregate measurement                     Add New aggregate measurements object to the project where we required.   In this step we need to right click on new item     Now select aggregate measurement and name it as per requirement in our case its “CFSAggregateMeasrure”   Now assign required views in table property of the aggregate measurement as follow     In my case I have selected “InventOnHandByWarehouse” view.                       Add required attributes Now add required attribute by right click on Attributes and assign required field in attributes as follows                         Add required measures After adding attributes add dimensions same how we added other attributes as follows   After adding measure assign required field to it and operation which you want to perform on that field (for example. :- count, Average, etc. )                           Add required dimensions By default some of the dimensions are provided like company and date which are showed in screen shot. And assign required fields in relation of dimensions                            Add dimensions where view of dimension and aggregate measurements are different If dimensions needs different view we need to create new aggregate dimension as follows   In my  case name of aggregate dimension is “CFSAggregateDimension ” Now assign required view to dimension as follows.     After this create new attributes and assign fields to that attributes as follows       After adding new dimension attribute if required you can assign more than one field reference as follows   After this step assign fields to the respective field reference as follows.     Now select the respected attribute and select its usage property and change it as key which will make it as dimensional key which will be helpful while making relations.     There are 3 options under usage property description of each as follows                               Key If you specify usage property as “key” system will define the key of the dimension using this attribute                               Parent If you specify usage property as “parent” system will parent child hierarchy with this field as parent level.                               Regular If you specify usage property as “Regular” ,this is an attribute without any special behavior and it is default value. After setting usage property attach this dimension to our aggregate measurement by dropping required aggregate measurement on dimension section of it.   Now define its dimension attribute property as follows   After this you need to make relationship among the views as follows   Fact Dimension If you want to make desired aggregate dimension as fact dimension go to desired dimension in aggregate measurement and make set “is fact dimension” property to yes/No as follows                       Build The Model   After this case build the model which is used for this development of project as follows                             Refresh Entity store from D365 Finance and Operation Environment   After successful build go to environment page’s Entity store section using following navigation System administration >> setup >> entity store and refresh the desired entity     On required entity please press the refresh button     You can also set schedule to refresh this entity by selecting edit button and enable its automatic refresh toggle and the set its recurrence as follows                             Verify that respected view is created for aggregate measurement In final step go to your VM’s SSMS and look for Axdw database in which in view section look for views with your aggregate measurement and dimension and name as follows   After select query you can see the data of that view     Now your entity store is ready to consume by power bi reporting service. Thank You!

while you want to delete batch job in Finance and operation you may have faced error as follows “Cannot delete a record in batch job(BatchJob). The corresponding AOS validation failed”.                This blog will be helpful to resolve this issue, just follow mentioned steps. Go to batch job(system administation >> inquiries  >> batch jobs) select batch jobs which you want to delete and press button change status now change its status to canceling as follows after which jobs status will change to canceling and after that it will automatically change to waiting state now try to delete it by pressing delete button. Now select yes to delete record And you have successfully deleted the record. Hope this blog was helpful to you.

Now table browser becomes much easier for Microsoft Dynamics 365 Finance and Operations. Here you go with Google Chrome Extension – Table browser caller for D365FO. It’s very easy to install and use it. After installing the extension to the browser, it appears on the top bar and looks like While clicking on the extension, You can find the tab named with config where you need to put the URL of the respective environment and save it. Once config is setup, you need to go to the main tab that is Table Browser Caller as shown in above figure where you would setup mainly:  Search for table name: name of the table Company Id: name of the legal entity  After that, you need to find the table in the search box and just press the Enter key. And you will be redirected to the table in the new tab.  In addition, Table browser has also few other features like Browse all table lists  Browse all data entities   1. For getting the list of tables you need to click on Table list: Result as,  2. For getting the list of data entities you need to click on Data entities:  Result as, 

In D365 Finance and Operations when you need to provide and restrict users from a certain operation you can make use of security roles. You can create security roles from Finance and operations environment itself or from its development tool i.e Visual Studio. In this blog, we are going to create a security role in Visual Studio as follows.   Create privilege    First of all we need to create privilege as follows now we need to add new entry point and set  object type in our case display menu item from properties Now add object name(display menu item  name) as follows   create role   Now we need to create role where above created privilege will be needed create new security role  as follows now we need to add new privilege in role as shown And from properties select privilege which we have created in previous step Create Duty   Now we have to create new duty and assign previously created privilege in its properties as shown Now we can see security role in FnO environment select any user from system administration>>users and click on assign role as follows and now search for priviously created role and click on Ok button now your security role is assigned to user with our role will be able to see the object like form, report etc except user with system administrator.  

In D365 Finance and Operation for some modules, there is no Workflow setup. eg:- Inventory management module. In such a case, we need to perform the following steps after which you can see the workflow setup form which will include all the workflows for that specific module. First, we need to add the Display menu item and set properties as: Enum Type parameter to ModuleAxapta and Enum Parameter to the module ( in our case Inventory ) Object Type to form. Object to WorkflowtableListPageRnr   After this create a menu extension of the module where we need to place the form. Drag the display menu item to the menu extension.   After a successful build,  we are set to enlist new workflows for an inventory module using workflow forms. The same way you can attach workflow form to the new module as follows:- Create an extension of ModuleAxapta Base Enum Add a new element to base enum and name it your custom module name and label it Create a new Display Menu Item and set its properties as follows Create a new menu and set its label and name as per your requirement And insert your display menu item to your custom menu/module Create an extension of “MainMenu” Menu and add new menu item reference and set its properties as follows Build the solution your Workflow setup form will be visible for that module