In today’s fast-paced business environment, efficient workflow management is essential for organizations to stay competitive.  Workflow email alerts help organizations stay on top of important business processes by automatically notifying designated individuals when certain tasks are completed or when specific conditions are met.  In this article, we will provide a step-by-step guide for setting up workflow email alerts in D365 FO. Before getting started, it’s important to ensure that email parameters are configured correctly and that you are able to receive test emails from D365 in your inbox.  To check this, navigate to System Administration> Setup > Email > Email Parameters.  1. In the configuration, Enable the email provider as per your requirement.  2. If your using the SMTP setting then enter the outgoing server information, and SMTP port and enable SSL/TLS required button. Set up an email address for the user who will receive alerts and enable workflow email alerts for that user. To accomplish this, go to the System Administration section, select Users, and then click on Users. Highlight and click on the user you wish to enable email alerts for.  If no email address is attached, enter the user’s email address. To enable email notifications, go to ‘User options’ on the ribbon, then click on ‘Workflow’ on the left side and set the option to ‘Send notifications in email’ to Yes. Create an email template or email message. Templates are generic and can be configured while configuring workflows.  Navigate to System Administration> Setup > Email> System email templates. Here you can create a template, such as “Workflow emails.” Assign your email template to the specific workflow. To configure the workflow email alerts, you can navigate to the workflow for which you want to send email notifications, Open that workflow access the basic settings, and choose the relevant workflow template from the dropdown menu. Configure the necessary notifications for the particular task, control, or approval while setting up the workflow steps. Here, you will specify the notification content which will be sent to the user in the email. Configure the batch job to distribute the email notifications. Navigate to System administration > Periodic tasks > Email processing > Email distributor batch.  Since we are now adding a batch job, it can be scheduled to run automatically at specified intervals. To schedule autorun, adjust the ‘Recurrence’ settings as per the requirements. Monitor email sending status. To access the E-mail Sending Status page, go to System administration > Periodic tasks > Email processing > Batch email sending status.  Here, you can monitor successfully sent, pending, or failed email messages. In conclusion, configuring workflow email notification alerts can be a simple yet effective way to stay on top of important business processes.  By following the above steps, you can set up workflow email alerts in D365 FO and start reaping the benefits of streamlined workflow management. Thank you for reading my blog!

Personalization stands as a robust feature within Microsoft Dynamics 365 Finance and Operations, significantly enhancing consultants’ and users’ experiences while interacting with the platform. Among these personalization options, the workspace stands out as a feature I routinely recommend to end-users. Its advantages span from streamlining daily business activities, time-saving capabilities, and improved visibility into work items that require attention, to the crucial benefit of reducing clicks and navigation across multiple screens. In this blog, I aim to demonstrate the process of creating a new workspace and sharing it with the necessary users. Creating a Workspace To initiate the personalization of your Dynamics 365 experience, follow these steps to craft a new workspace tailored to your specific requirements: Right-click on the right side blank screen and select “Personalize TitlepageContainer.” Your newly created workspace will now appear on the dashboard. After completing the initial steps, it’s time to fine-tune the configuration to suit your operational needs: Navigate to the required form or list page that you wish to include in the workspace. Select the presentation type: Tile, List, or Link. Additionally, you can create a saved view on the required form by applying filters and then add that saved view to the workspace. For instance, from the “All Sales Order” page, applying a filter for invoiced orders and saving that view to be added to the workspace. For this blog’s demonstration, I’ll illustrate adding the “Sales Order Invoice” to the new workspace. Navigate to the “Open Invoice” page. Click on the “Options” tab within the action tab. Select “Add to Workspace.” Choose the workspace created in the first part of the blog. This showcases the output when you click on the Custom workspace in Dashboard Configure Workspace Post workspace creation and configuration, the subsequent crucial step is sharing it with the relevant user groups: Identify User Groups: Determine the teams or individuals who would benefit from accessing this customized workspace. In conclusion, creating and sharing personalized workspaces in Microsoft Dynamics 365 Finance and Operations empowers users with tailored interfaces, offering enhanced efficiency, streamlined workflows, and a more intuitive user experience. I hope these steps will guide you in optimizing your Dynamics 365 experience, boosting productivity, and attaining better outcomes for your business operations.

In any ERP, any accounting user might want to set up periodic journals on a monthly/quarterly/year basis for recording the costs of any services, like AMC charges, rents, subscription fees, etc. It can get tedious to manually create such entries every single time indefinitely. This can lead to errors and unnecessary time consumption if the entries are very long and made to multiple business partners. Dynamic 365 Finance offers an easy way out through the use of periodic journals. Periodic journals help the user create entries periodically in the system. With periodic journals, users can: The process of configuring and using periodic entries is very simple. Setup 1. First, configure a journal name with the Journal type as ‘Periodic’ as shown below: 2. Then go to General Journal -> Journal Entries -> Periodic Journals Here, we define the template for the periodic journal entry to be created in future. Create a new entry. 3. Select the date on which you want the periodic journal entry to be created. 4. Select the GL accounts and their amounts. You can create a single line journal entry with an offset account or you can create a multi-line entry with as many GL accounts as required. 5. Select the Unit. Unit stands for the period of the journal entry – days, months or years. 6. Enter the number of units. This is the frequency of recurrence of the journal entry. For e.g., if you select Unit as months and enter the number of units as 3, then the periodic journal entry will be set to repeat every 3 months from the beginning date. Working 1. Open a General Journal entry. 2. Create a new entry. 3. On the top, click on Period Journal. 4. There are 2 options – Retrieve Journal and Save Journal. Retrieve journal is used for retrieving a periodic journal that we have just setup. Save journal is used if you want to save any existing journal entry as a template for a future periodic journal entry. 5. We use Retrieve Journal to retrieve the template we have created above. 6. In the ‘To Date’, enter the date of recurrence, i.e., the date for which the entry repeats for the period. In the Periodic Journal number, select the Periodic Journal which was created earlier. In the last field, there are 2 options – Copy or Move. Copy will fetch the periodic journal data into the journal entry and update it for use in the next period. Move will also fetch the journal data but will block the periodic journal from being used in future. Use the move option if you know that the periodic journal is not going to be used anymore. 7. The system will load the data as shown below:- 8. As you may notice, the date field is as per the date selected in the Retrieve Periodic Journal, while all the other details like the GL account and amounts are fetched exactly as per the template. 9. Once you post this journal entry, the journal date in the periodic journal template will be updated to the next period, in this case, to 1st of December. 10. In order to check if the date has been updated or not, simply go to the Periodic Journal once more and check the date. As you may have noticed, the date got updated to the next period of recurrence. So when you retrieve this journal for the next time, it will fetch the journal based on this date. This can go on as many times until you select the option to Move instead of Copy. After that, the periodic journal will stop updating and won’t be able to be used again. Through this process, the user can fetch the journal entries periodically instead of creating them manually every time. While the fetching of the data is automatic, the user will have to make sure to run the periodic journals as per their dates. There is an option to automatically generate the entries in the system through Power Automate but that is a separate Add-on to be setup and configured. The standard process is just as good enough to reduce the hassle for making entries manually every period.

Introduction In any accounting software, it is always important to keep track of all real-time bank transactions and record them in the ERP. Since bank transactions are booked manually in the ERP, it is necessary to ensure that the bank statements and ERP records are matched on any given date. This is where bank reconciliation comes into play. Bank Reconciliation Bank reconciliation is an activity done by any finance user for the purpose of reconciling book transactions w.r.t bank statements and ensuring that both are as closely matched as possible. D365 Finance offers two ways of performing bank reconciliations. One is by entering the bank statement amount manually and reconciling the ERP statements for each record against the amount. The other is by importing the bank statement into the system and letting the system match the records of the statement against the ERP based on a certain criteria. The blog is made with the assumption that the reader is already aware of the manual bank reconciliation process in D365 Finance. The second method is undoubtedly easier, flexible, and time-saving for any user. While there are several widely used bank statement format types which can be processed in D365 Finance like MT490, CAMT.054, BAI2 and others, this blog post will be focused on the MT490 format only. Moreover, D365 Finance also enables the user to reconcile not only payments/receipts, but also transactions from the bank’s side, like bank charges, interest fees or reversals and post those entries into the ledger automatically. There is also a flexibility to create a set of rules that can allow for minor amount/date variations of the system w.r.t the bank statement. Steps to perform the bank reconciliation in an automated manner Setup We have to enable the system to accept bank statements in MT940 statement first. In order to do that, navigate to, Organization Administration > Workspaces > Electronic Reporting Click on Repositories. Select Global and click Open on top. Filter the Configuration name by searching for ‘MT940’. The above list of formats will be displayed. Select them all and click on Import. The system will import the bank formats in D365 Finance. Next, we have to map the format in a setup. Go to Cash & Bank Management > Advanced Bank Reconciliation Setup > Bank Statement Format Create a new record and specify the Statement Code, Name and map the Import format which was imported in the previous step. Now this is done, the only part left is to configure the Bank master to enable advanced bank reconciliations for any transactions. Open the Bank Account Master. Turn on ‘Advanced Bank Reconciliation’ and select MT940 in the field Statement format. Once this is done, we are ready to use Advanced Bank Reconciliation. Working To start with advanced reconciliation, we will take a scenario of a bank where the following transactions have occurred: The above 3 transactions are created in the system and will be reconciled with the use of a bank statement. The bank statement will be a notepad file that will be imported in the system. While the bank statement is always provided by the bank, it is important to know the bank statement format so we can setup and test any scenario with dummy records. The above screenshot specifies the structure in which the bank statement is accepted by the system. We will be using this format to import bank records and reconcile them with the system records. From the above image, 3 types of bank transactions have been made in the system with the respective amounts and dates. Now the bank statement file for the above transactions is as follows: As you may observe, all three transactions are recorded one below the other, and the opening and closing figures are manually entered here. In real-time scenarios, this is provided by the bank and the user does not open or make any changes to the file. In order to import the file, go to Bank Account > Bank Statements > Import Statement In the parameters, select the bank account, browse the text file from your PC and click on upload, then click on OK. The bank statement is imported with the above transactions. Select the transactions and click on Validate on top. Now we proceed with the reconciliation. Go back and click on Bank Reconciliation in the Bank Account screen. Create a new reconciliation. Then click on Worksheet at the top. The reconciliation screen is opened. Here, the user is presented with the option to manually match any record to reconcile or let the system match the records based on a certain matching rule. While any variation of rules can be defined, the most commonly used rules are: Based on the above, we will define a matching rule based on date and amount difference and re-import the statement. To define a matching rule, navigate to Cash & Bank Management > Advanced Bank Reconciliation Setup > Reconciliation Matching Rules Based on the above image, the criteria for the match amount and match date is defined where a variation of 2 INR and 3 days will be allowed in reconciliation. Once it is saved, click on Activate. Next, navigate to Cash & Bank Management > Advanced Bank Reconciliation Setup > Reconciliation Matching Rule Sets Create a new rule set and link the matching rule that was created earlier. As you may observe, we can link multiple rules here. This is useful when it is necessary to reconcile statements with a variety of rules instead of a single rule. Next, go to Bank Account > Scroll down to Reconcilation section and link the matching rule set in the Default Matching Rule Set Now we are ready to run the reconciliation once more with some variations of amounts and days in the bank statement. Import the statement once more and validate it. The bank statement is imported as follows: Now create a reconciliation worksheet. On the top, select the option ‘Run Matching Rules’. Once the matching rules … Continue reading Advanced & Auto Bank Reconciliation in Dynamics 365 Finance →

Introduction In any business organization, financial dimensions play a crucial role in identifying the posting routine of payments, sales, purchases, and other transactions in the ledger account.  Microsoft Dynamics 365 Finance and Operations (D365 F&O) provides the functionality of financial dimensions to help users identify the posting routine with details of the transaction.  However, in the retail industry, financial dimensions need to be configured differently as compared to other industries.  In this blog, we will discuss the importance of financial dimensions in the retail industry and the steps to configure financial dimensions for retail stores and payment methods. Importance of Financial Dimensions in the Retail Industry In the retail industry, financial dimensions are used to categorize transactions such as sales, refunds, discounts, and payment methods.  These financial dimensions help the finance department to analyze the financial data and create reports to monitor the financial health of the retail store.  For example, a retail store can create financial dimensions for different payment methods like credit card, cash, and check.  This will help them to identify which payment method is used the most and which payment method is generating more revenue for the store. Another use of financial dimensions in the retail industry is to track sales by product category.  A retail store can create financial dimensions for product categories like electronics, clothing, and accessories.  This will help them to analyze which product category is selling the most and which product category needs more attention from the store. Steps to Configure Financial Dimensions for Retail Stores and Payment Methods Payment Methods To configure financial dimensions for payment methods in retail stores, follow the below steps: Step 1: Go to Retail and Commerce > Channels > Stores. Step 2: Click on the Action tab and select Set Up > Payment Methods. Step 3: Select the desired payment method, and in the details tab, you can find financial dimensions. Step 4: Map the financial dimensions to the payment method and save the changes. Stores To configure financial dimensions for retail stores, follow the below steps: Step 1: Go to Retail and Commerce > Channels > Stores > All stores.Step 2: Select the desired store that you want to set the default dimensions on the bottom as shown in the image. Step 3: Enabling this will overwrite the financial dimensions that were enabled on payment methods as this will be set as default dimensions for all types of transactions. Conclusion In conclusion, financial dimensions play a crucial role in the retail industry, and configuring them properly is essential for the finance department to analyze financial data accurately.  Microsoft Dynamics 365 for Finance and Operations provides the functionality of financial dimensions for retail stores and payment methods, and configuring them is a straightforward process. By following the above steps, a retail store can easily configure financial dimensions for their stores and payment methods and analyze their financial data accurately.

Introduction Any product that is manufactured has a Manufacturing date as one of the important aspects, as based on manufacturing date many other parameters are defined. i.e. Warranty date, Expiry date, etc. In our day-to-day life, there are many items for which expiry date is very important. i.e. dairy products, packed food items, medicines, etc. While for other items expiry date is not important but warranty date is important. i.e. Electronic items, any other products having warranty, etc. Hence, manufacturing date plays an important role for both consumer as well as manufacturer. Problem Statement In scenario where batch no. need to create in advance before actual receipt. & while creating batch no., Manufacturing date (25 May) is assigned but once saved it can’t be changed from same screen. Solution Steps It can be changed from registration screen. To do that need to do below 1 step setup. 1. Setup -> Released item -> Manage inventory (Tab) -> Batch number group -> Remove (To avoid automatic batch creation) Setup -> Released item -> Item model group -> Edit -> Inventory policies (Tab) -> Purchase registration -> Tick mark -> Save 2. Create PO -> Add line 3. Select line -> Update line -> Registration 4. Add registration line 5. Batch number -> Select above created batch number -> Confirm registration 6. New form of Vendor batch details will open – Batch details (Tab) -> Vendor batch date -> Can select Today’s or past date (Selected 28 May) -> Use as manufacturing date -> Tick mark (Then manufacturing date will be overwritten) -> Save. 7. Now all dates will change accordingly. We can go in respective batch & check, new manufacturing date (28 May) is reflecting. And we can receive the material as per updated manufacturing date.

In any organization with business spanning across multiple countries, multi-currency transactions play a vital role in day-to-day business. Any accounting software should be able to facilitate currency conversions not only at the time of booking the transaction but also calculating the forex gain/loss incurred during the end of any period or after settlements are made against open transactions. Dynamics 365 Finance & Operations offers an effectively simple functionality to facilitate such important transactions. Called as Foreign Currency Revaluation, it provides the following features: 1. Calculate the unrealized foreign currency gain/loss against all open transactions for any vendor/customer. 2. Account the unrealized gain/loss into the respective GL accounts. 3. Knocking off the unrealized gain/loss accounts by transferring the balance to the realized gain/loss accounts at the time of settlements. This functionality is beneficial to any accounting manager who wishes to know any gain/loss that might incur before making actual payments and make important business decisions accordingly. Dynamics 365 Finance not only has a very short and simple setup to set up Foreign Currency Revaluations, but also a very easy way to run the process. Setup Starting with the setup, the below settings need to be configured first: 1. Setup currency exchange rates Path: General Ledger -> Currencies -> Currency Exchange Rates As per the above screenshot, the user can have multiple currency conversion rates setup for any date range. 2. Configure main accounts for Unrealized Gain/Loss and Realized Gain/Loss As per different business requirements, the foreign exchange gain/losses can be accounted in a single GL account or multiple GL accounts. Based on that, the necessary accounts should be configured. They can come under Expenses or Revenue. 3. Link the main accounts to the Ledger For the system to account the gain/loss amount into the respective GL accounts, it is necessary to link them in the Ledger first. Path: General Ledger -> Ledger Setup -> Ledger 4. Enable multi-currency option in bank master Path – Cash & Bank management -> Bank account -> Enable the option “Allow transactions in additional currencies” This will enable the bank settlements to be done in any currency. 5. Lastly, Foreign Currency revaluation exists for each module (AP, AR, GL) and it is accessed directly without any setup. The setup is complete with the above steps. Now comes the process flow. As an example, the transactions will be run for the months of June and July where each month has a currency rate of 1 USD = 70 INR and 1 USD = 75 INR respectively. Based on these currency rates, the system will calculate a profit for customer payments and a loss for vendor payments respectively. Let’s start with the profit scenario first 1. Create a back dated FTI journal in the month of June. Select the amount as 1000 dollars. The accounting impact for the journal in USD and INR will be as below: FTI (USD) Dr Cr Customer 1000   Revenue   1000 FTI (INR) Dr Cr Customer 70,000   Revenue   70,000 2. Navigate to Accounts receivable -> Periodic Tasks -> Foreign Currency Revaluation Click on Foreign Currency Revaluation at the top. Clicking that will open the parameters window. Here, user can run the FCR for a specific vendor/customer. The considered date and Date of rate should be selected as the date when the new currency rate will take effect. In this case, it will be 1st of July, where the currency rate will become 1 USD = 75 INR. Click on OK. Once it is run, it will create an entry in the same screen as shown below: By default, the latest entries are at the bottom. Select the entry and click on voucher to see the effect. The voucher effect is as shown below: As per the above accounting impact, the system calculated that from 1st July, there will be a net gain for any customer payments against invoices made in June. Hence, the system will select the Unrealized Gain account and post the currency difference amount in it as an income. The customer’s outstanding balance also increases by the same amount. The simplified accounting effect is as below: FCR (INR) Dr Cr Unrealized Gain   5000 Customer 5000   Now if a payment is created in the month of July against the invoice booked in June, the system will post the payment journal as per the current exchange rate (i.e., 75 INR) and transfer the Unrealized amount to the Realized amount. This effect is as shown below: The simplified impact is as shown below: Payment (INR) Dr Cr Customer   75000 Bank 75000   Final Voucher Dr Cr Unrealized Gain 5000   Realized Gain   5000 The customer account is settled and a revenue of the currency difference amount is recorded as a Realized Gain. The brief summary of these transactions can be found in the Customer transactions (Customer Master  -> Customer -> Select Transactions from the top panel) The above was an example where there is a net gain from customer payment. Exactly equivalent accounting impacts will take place for other scenarios like vendor gain, vendor loss and customer loss as well. The below table shows the exactly the type of impact incurred for vendor/customer transactions for increasing or decreasing currency rate: Vendor Customer If Currency –> Increases If Currency –> Increases Then Vendor Account –> Increases (Cr) Then Customer Account –> Increases (Dr) Net result –> Loss (Dr) Net Result –> Gain (Cr) If Currency –> Decreases If Currency –> Decreases Then Vendor Account –> Decreases (Dr) Then Customer Account –> Decreases (Cr) Net result –> Gain (Cr) Net Result –> Loss (Dr) Now, what if the user makes the payment without running FCR? In that case, the system will directly impact the Realized Gain/Loss account for the currency variation amount against the vendor/customer. No Unrealized GL will be accounted. In conclusion, the process of running FCR is useful to determine the best time span for making payments in order to benefit from currency exchange rates.

Introduction In multi entity environment having separate legal entities for head quarter & regional entities, having separate sets of employees for each legal entity. & only head quarter employees taking decisions for which & how much inventory to be maintained at regional level & same employee having purchasing authority for all regional entities. In this case to keep track, post & report of what & how much purchase made for respective regional entity, need to create Purchase requisition for respective buying legal entity. i.e. USMF is headquarter entity & PM is regional entity. Problem Statement While creating Purchase requisition from headquarter employee’s login, it is created with buying legal entity as headquarter entity. i.e. Julia is employee of Headquarter USMF entity who will be going to issue Purchase requisition for regional entity PM. When Julia login in PM entity & create Purchase requisition then entity will automatically change to USMF. Solution Steps Follow below steps, in order to create Purchase requisition with buying legal entity as respective regional entity & to maintain all details on respective entity. 1. Select employee of headquarter which is going to issue Purchase requisition. i.e. select Julia in USMF entity – Go to Human resource -> Workers -> Employees -> 2. Select required employee. i.e. Julia – 3. Go to Work History 4. Click on Add employment to add respective entity to history. i.e. Add PM entity in Julia’s history 5. Add details of Legal entity i.e. Entity PM, Employment start date & click on Create employment. 6. History is added of PM entity Create Purchase Requisition Go to Procurement & sourcing -> Purchase requisitions -> All purchase requisitions & create new Purchase requisition from PM entity then Purchase requisition will be created for PM entity & window will not switch back to USMF. Now all Items added in this Purchase requisition will be ordered & maintained for PM entity.

Introduction: In this blog, we will see how to resolve HTTP Error 503 – The service is unavailable in Microsoft Dynamics 365 Finance and Operations Details:  For resolving these kinds of errors, we have 2 solutions as of now. One is to do from the front end that is LCS and the second is to do from the back-end that is from Visual Studio From LCS: Reset the IIS from the LCS. Steps: 1.     Go to LCS, login 2.     Select the respective project, full details   3.     Go to Maintain -> Restart service       4.     Select IIS and confirm it     5.     Wait till the service is being restarted                       From Visual Studio: From the back-end, open the VM and follow the below steps: 1.     Login to VM 2.     Open the Visual Studio 3.     Go to Dynamics 365 tab 4.     Click on Restart IIS Express That’s it. Build the project and go to the frontend and check the output how it looks like. Thanks for reading and stay connected with us for more updates!!! Jagdish Solanki | Senior Technical Consultant | CloudFronts Business Empowering Solutions Team “Solving Complex Business Challenges with Microsoft Dynamics 365 & Power Platform”

Microsoft is committed to delivering predictable service updates. These service updates will be made generally available for self-deployment approximately 2 weeks before Microsoft automatically applying the update. Some of these updates can have a lot of changes in it and this can impact any customization done on the client’s environment. Thus it becomes very important for a partner to do complete testing before any update is applied. CloudFronts is dedicated to ensuring business continuity of the client and thus have protocols set up to ensure nothing gets impacted on the client’s production environment. Following are the protocols for the same : Service Update Availability – Key points:  Each service is released by the Microsoft which has following dates criteria: Preview availability date:  When the update is in preview by Microsoft. Generally available (self-update) date: This update will be made generally available for self-deployment approximately 2 weeks before Microsoft automatically applying the update. Auto-update schedule (via LCS update settings) production start date: A date for applying the service update in the production environment. End of service date: Date from when service update is over. Referenced image: For checking the release dates for the above criteria, link as: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/public-preview-releases How Long it can be delayed for Next Service Update? The customer can pause, delay, or opt-out of an update via Update Settings in the Lifecycle Services projects. A customer can choose to pause up to 3 consecutive updates. The following is an example of a delayed update: The customer is currently on version 10.0.2. The customer can pause updates 10.0.3, 10.0.4, and 10.0.5. The customer must take the 10.0.6 update when it is available. Upcoming Schedule of Update The customer has the option to apply the update when it is convenient, or let Microsoft auto-apply the service updates based on the selected maintenance window. Customer must require to have an update no older than 4 months Critical Issues Critical issues should always be submitted to the support team via Lifecycle Services as soon as they are identified. The support staff will work with you on the resolution to the critical issue. Path for Early Service Update Scheduling Go to LCS -> Project settings Update settings Pausing the service update temporarily.  As shown in the below image, when updates resume, the designated sandbox and production environment will be updated to the latest service update before it can be paused again. HOW TO CHECK UPCOMING UPDATES FROM LCS? In update setting -> click on view the update calendar It looks like: This will help us to plan the next scheduling for service updates. According to this, we can plan the next calendar for upcoming service update CLOUDFRONTS PROTOCOL FOR TRACKING DOWN THE ENVIRONMENT DETAILS We have added the field ERP version in D365 PSA where the project lead will update the version of the production environment. After every update, it is the Project Lead’s responsibility to update this field. Every Monday we have a scheduled recurring management meeting where the CEO, Delivery Head and Practice Lead discuss the status of each project by opening a Project Overview Report developed in Power BI. The same report has the column of ERP version so that the management is aware of the client’s D365 Finance & Operations version.   CLOUDFRONTS STEPS FOR KEEPING THE ENVIRONMENT UP TO DATE For each client our support system would have one case created specifically for the updates and it will be assigned to the Project Lead. The Details of the case is as follows: Case name:  Environment update – Client name Notes:  ERP Environment version details and the next path for service update Follow-up date:  Follow-up date would be one month from the current date and till then the case will be on hold. Based on the follow up date system will automatically send the email to the assigned person so that he is intimated to work on the case. Based on this the user needs to check for updates on the LCS and follow the steps based on this document. STEPS FOR APPLYING SERVICE UPDATE – DEV / CLOUD HOSTED Key points:  Before applying the service update on UAT, service update must be applied successfully on the Build and Test Environment or Cloud-hosted environment Sequence for applying update on the environment  Build and Test Environment / Cloud-hosted environment UAT / Sandbox Production Before applying the service update, all the models should be a build-up The database must be synchronized Check if any AOT (Application Object Tree) objects are under pending changes in VSTS / TFS All the AOT objects should be checked in to VSTS Steps for applying the service update on the development environment are the same as applying to the UAT environment. Hence steps are listed on the next page. STEPS FOR APPLYING SERVICE UPDATE – UAT Go to the LCS -> Select the appropriate projectof the environment Select the UAT appropriate environment-> Click on full details Scroll down to check the latest update. In this part, we will able to see all the latest service updates. Select the appropriate service update on which we have planned to do. Click on View update. Here, we’re taking an example of moving the environment on 10.0.12 Go to Savepackage Click on Select all. Make sure all the packages are selected. Click on Save packageand then give the appropriate Service update name and then click on save the package. It will save all the hotfixes. Wait for a few moments (It can take 5-10 minutes depends on the number of packages are being loaded). After successfully saved the packages, click on Done button Go back to the environment page and then click on Maintain-> Apply updates We had given the name Service Update 10.0.12which should be shown here to apply the update In some cases, the package will not appear suddenly. What to do in such a case? Let’s see the next step on how to verify that. Go to Asset library Click on Software deployable packageand then navigate to our service package Have a look on the column – Valid. If it is not signed with the right symbol then keep patience until it is done. Once the package is validated successfully, we will able to deploy the service update to the environment. After validating the deployable package, we can see the package and just one step away for applying the service update. Click on the Apply button. TESTING – RSAT … Continue reading CloudFronts Dynamics 365 Finance & Operations Update Steps & Protocol →