Modern applications demand seamless, real-time data access. Microsoft Dataverse—the data backbone of the Power Platform—makes it easier to build and scale low-code apps, but often your enterprise data resides in legacy databases.  Connecting a database to Dataverse enables automation, reporting, and app-building capabilities using the Power Platform’s ecosystem. In this blog, we’ll walk you through how to connect a traditional SQL database (Azure SQL or On-Premises) to Microsoft Dataverse.  What is Dataverse?  Dataverse is Microsoft’s cloud-based data platform, designed to securely store and manage data used by business applications. It’s highly integrated with Power Apps, Power Automate, and Dynamics 365.  Key Features:  Why Connect Your Database to Dataverse?  Step-by-Step Guide: Connecting a Database to Dataverse  Step 1: Open the Power Apps and select the proper Environment  Step 2: Open Dataflow in Power Apps and create a new Dataflow  Step 3: Connect to the Database using SQL Server Database.  Step 4: Add the required credentials to make the connection between the database and Dataverse.  Step 5: Add proper mapping of the column and find the unique ID of the table   Step 6: Set the schedule refresh and publish the Dataflow.  Step 7: Once Dataflow is published, we can see the table in the Power apps  To conclude, connecting your database to Dataverse amplifies the power of your data, enabling app development, automation, and reporting within a unified ecosystem. Whether you need real-time access or periodic data sync, Microsoft offers flexible and secure methods to integrate databases with Dataverse.  Start exploring virtual tables or dataflows today to bridge the gap between your existing databases and the Power Platform. Want to learn more? Check out our related guides on Dataverse best practices and virtual table optimization. We hope you found this blog useful. If you would like to discuss anything further, please reach out to us at transform@cloudfonts.com.

In Dynamics 365 Finance & Operations, lookup methods are used to display a list of selectable values for fields, enhancing data entry efficiency and accuracy. Sometimes, the default lookup behavior doesn’t meet specific business requirements, necessitating customization. Overriding Lookup Methods with Event Handlers This article will cover how to override existing lookup methods using event handlers, a preferred approach that avoids modifying the base code directly.This ensures easier maintenance and compatibility with future updates. Key Steps Highlighted: By pressing the right-click button, you can check the form control details easily Open Visual Studio designer and go to the OnLookup event and Copy event handler. As you can see after deploying the changes Terms of payment field is visible. Conclusion and Benefits of Using Event Handlers 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.

As Business Central continues to advance, its features and functionalities are also evolving. One significant enhancement is the introduction of a new series system. This update is designed to simplify the process of assigning numbers to various documents, ensuring both consistency and efficiency. In this blog, we’ll explore the core aspects of this new number series and how you can leverage it in your Business Central environment. Understanding the Basics Number series in Business Central serve as unique identifiers for documents such as sales orders, purchase orders, and invoices. These identifiers play a crucial role in effectively tracking and managing documents. With the introduction of the new number series, improvements have been made to enhance flexibility and provide better control over these identifiers. What’s New? Previously, Business Central used the NoSeriesManagement codeunit for managing number series. The updated system introduces two distinct entities: This new structure brings a more organized and streamlined approach to number series management, enabling enhanced customization for different document types and processes. Refactoring Your Code With these updates, the NoSeriesManagement codeunit is now marked for deprecation. When you use it, you may encounter a warning like: “Codeunit ‘NoSeriesManagement’ is marked for removal. Reason: Please use the ‘No. Series’ and ‘No. Series – Batch’ codeunits instead. Tag: 24.0”. Here’s a step-by-step guide to refactoring your code for the new system: 1. Identify Usage First, locate all instances where the NoSeriesManagement codeunit is referenced in your codebase. This includes direct calls or any references to its functions. 2. Replace with New Codeunits Update these references to use the appropriate new codeunit: How to Implement the New Codeunits a. Using “No. Series” This codeunit is used for standard number series management tasks. Below is an example of how it works: var    NoSeries: Codeunit “No. Series”;begin    NoSeries.GetLastNoUsed();    NoSeries.GetNextNo();end; b. Using “No. Series – Batch” The “No. Series – Batch” codeunit is designed for efficient batch processing of multiple number series. Use its methods like PeekNextNo to retrieve the next number without modifying the series. var    NoSeriesBatch: Codeunit “No. Series – Batch”;begin    NoSeriesBatch.GetLastNoUsed();    NoSeriesBatch.PeekNextNo();end; Example: Before and After Refactoring Before Refactoring: After Refactoring: Suggesting No. Series Using Copilot in Business Central Business Central’s Copilot integration simplifies generating and managing No. Series for different modules. Follow this step-by-step guide to utilize this feature effectively: 2. Create a New Number Series 3. Generate Number Series for a Specific Module 4. Modify an Existing Number Series 5. Prepare Number Series for the Next Year This feature empowers users to efficiently manage No. Series with minimal manual effort, ensuring consistency and saving valuable time. Explore the Copilot suggestions to optimize your workflow in Business Central! To conclude, the advancements in Business Central’s Number Series management, with the introduction of the new architecture and Copilot integration, offer a significant leap in flexibility, efficiency, and user experience. The updated “No. Series” and “No. Series – Batch” codeunits streamline workflows, while Copilot simplifies the creation, modification, and futureproofing of number series with intelligent suggestions. By adopting these features, businesses can ensure consistency, reduce manual errors, and save valuable time, making their operations more streamlined and future ready. Explore these enhancements today to unlock the full potential of Business Central! 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.

We are pleased to announce that a leading US-based non-profit organization has partnered with CloudFronts to implement Microsoft Dynamics 365 Customer Service.  Founded in 2010, the organization is headquartered in San Francisco, California, with additional offices in Amsterdam, Venlo, and Raleigh, North Carolina. It is dedicated to advancing sustainable product design through its Certified™ program, which emphasizes material health, product circularity, renewable energy, water stewardship, and social fairness. By supporting global organizations, the non-profit plays a key role in creating safer, recyclable, and more circular products that contribute to a sustainable future.  The organization is planning a full migration to the Microsoft ecosystem to have connected systems, eliminating the need for manual data integration. CloudFronts is partnering with the client to design, architect, and deploy Dynamics 365 Customer Service to align with their customer support goals. The initial focus is on implementing a robust ticketing system that improves service responsiveness and operational efficiency. On this occasion, Priyesh Wagh, Practice Manager at CloudFronts, stated: ” We’re keen to work with our customer for their Dynamics 365 Customer Service implementation. This paves the way to long-running engagement on a constantly evolving platform for a robust case management system. CloudFronts Team is looking forward to making a positive impact with this implementation.”  About CloudFronts  CloudFronts is a global Microsoft Solutions Partner for Business Applications, Data & AI, helping teams and organizations worldwide solve their complex business challenges with Microsoft Cloud, AI, and Azure Integration Services. We have a global presence with offices in U.S, Singapore & India.   Since its inception in 2012, CloudFronts has successfully served over 200+ small and medium-sized clients all over the world, such as North America, Europe, Australia, MENA, Maldives & India, with diverse experiences in sectors ranging from Professional Services, Financial Services, Manufacturing, Retail, Logistics/SCM, and Non-profits.    Please feel free to connect with us at transform@cloudfronts.com 

Dynamics 365 Finance and Operations (D365 F&O) allows customization through extensions, enabling developers to add new fields to existing tables and forms without modifying the original Microsoft code. This approach ensures upgrade safety and maintainability. In this blog, we’ll cover: Step 1: Creating a Table Extension A table extension lets you add custom fields to an existing table (e.g., CustTable for customers). 1. Create a Table Extension In Visual Studio, right-click your project → Add → New Item. Select Dynamics 365 Items → Data Model → Table Extension. Name it (e.g., MyCustTableExtension). 2. Define the New Fields After choosing the appropriate data type and entering the required information, you can proceed to create the field. 3. Synchronize the Database After adding fields: Right-click the project → Build. Right-click the project → Dynamics 365 → Synchronize Database. Step 2: Extending a Page to Display the New Fields Now, let’s add these fields to the Customer Details page (CustTable form). 1. Create a Page Extension Right-click your project → Add → New Item. Select Application Explorer → User Interface → Forms  → Create Extension. Name it (e.g., MyCustTablePageExtension). 2. Add Fields to the Page You can drag and place where you want. 3. Build and Test Build the project (F6). Run the CustTable form (Ctrl+F5). Open a customer record → Your new fields should appear under “General Tab”. Best Practices for Extensions To conclude, with table and form extensions, you can safely customize D365 F&O without altering base Microsoft code. This ensures smoother upgrades and better maintainability. Try it out and enhance your F&O implementation today! 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.

In the pharmaceutical industry, quality doesn’t stop at the first inspection. Even after raw materials (RM) and finished goods (FG) pass initial testing, they may need to be retested over time to ensure they still meet quality standards. Retesting is done for various reasons—checking product stability, verifying shelf-life, or re-evaluating materials due to storage issues. If not managed properly, it can lead to delays, compliance risks, or even wasted inventory. With our GMP-compliant Quality module in Business Central, the retesting process becomes more structured and efficient. In this blog, we’ll look at how the system helps identify items due for retesting, track test results, and make informed inventory decisions. Items due for retesting Once the QA user completes the quality process and posts the inspection receipt, the system stores the retesting date on the item ledger entry. This ensures that retesting requirements are properly recorded and can be tracked throughout the product lifecycle. Retesting Worksheet The next step is to track and manage items due for retesting. Business Central simplifies this with the Retesting Worksheet, which allows QA teams to efficiently identify materials and products that need to be retested. With this approach, retesting becomes a structured and automated process, helping pharma companies stay compliant and maintain quality without operational bottlenecks. I Hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

In our previous posts, we covered the key stages of production—planning, creating orders, managing materials, and reviewing the final product. Now, let’s focus on an important next step: quality control of Finished product. Quality control is not something we just do at the end of the process; it’s crucial to making sure our products meet the high standards our customers expect. In this post, we’ll explain the essential steps involved in quality control, from inspections to ensuring everything follows the right rules, all to make sure only the best products are delivered. Let’s dive into how we keep our products up to standard and protect the reputation of our brand! Released production order System will automatically create Inspection datasheet with all the item details and list of specification. Inspection Datasheet Inspection Receipt Posted inspection receipt To conclude, our comprehensive quality control, driven by inspection datasheets and receipts, delivers excellent products, traceable records, and customer confidence through verifiable results and Certificates of Analysis. I Hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

We are pleased to announce that Armexa, a leading industrial cybersecurity company based in Houston, Texas, has renewed its partnership with CloudFronts for ongoing Microsoft Dynamics 365 support and maintenance services under a Managed Services Agreement (MSA).  Armexa delivers end-to-end digital security solutions designed to protect critical Operational Technology (OT) and Industrial Control Systems (ICS) infrastructure from advanced cyber threats. The company empowers industrial clients with proactive, timely solutions that provide unparalleled cyber defence and situational awareness — from the plant floor to the cloud.  Learn more about them at https://armexa.com/    This partnership began with the successful  implementation of Services Automation with Microsoft Dynamics 365 Project Operations and Business Central which enabled them to experience significant improvements in its business processes and system efficiency.  Under this MSA, CloudFronts will provide support and maintenance services for Microsoft Dynamics 365 Project Operations.  Visit us at https://www.cloudfronts.com/ to learn more about our Dynamics 365 offerings.  About CloudFronts  CloudFronts is a global Microsoft Solutions Partner for Business Applications, Data & AI, helping teams and organizations worldwide solve their complex business challenges with Microsoft Cloud, AI, and Azure Integration Services. We have a global presence with offices in U.S, Singapore & India.   Since its inception in 2012, CloudFronts has successfully served over 200+ small and medium-sized clients all over the world, such as North America, Europe, Australia, MENA, Maldives & India, with diverse experiences in sectors ranging from Professional Services, Financial Services, Manufacturing, Retail, Logistics/SCM, and Non-profits.    Please feel free to connect with us at transform@cloudfronts.com 

In today’s fast-paced business environment, reliable financial reporting is not just a compliance requirement it’s a strategic necessity. Organizations of all sizes, across industries, must make informed decisions quickly to stay competitive, manage risks, and ensure long-term sustainability. At the heart of this financial clarity lie two fundamental reports: the Income Statement and the Balance Sheet. The Income Statement provides a snapshot of an organization’s financial performance over a specific period detailing revenues, expenses, and profits. It answers the critical question: “Are we making money?” We’ll cover the customer journey from implementation to insight-driven strategy and include key steps and best practices. Steps to Achieve goal: Step 1: Understanding the Need – for any Financial Complexity Before deploying any tool, Team should identified key challenges in their financial operations: Step 2.: Configuring the Income Statement Once the foundational setup was complete, configuring the Income Statement enabled the organization to: Configuration Steps: 3. Enable Dimensional Reporting: Use dimensions to drill down into cost centers. 4. Schedule Reports: Automate delivery to leadership teams for weekly snapshots. Step 3: Real-Time Financial Monitoring One of the most significant value propositions for any system is providing real-time visibility. Key Features in Action: Step 4: Strategic Decision-Making with Insights Optimize Routes: Identify profitable vs. underperforming flight paths Financial Reporting Best Practices for Modern Enterprises To conclude, accurate and timely financial reporting is essential for informed decision-making and long-term business success. With tools like Microsoft Dynamics 365 Business Central, enterprises can turn financial data into strategic insights that drive growth and efficiency. 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.

In our previous blog, we walked you through the process of procuring high-quality raw materials and the essential quality checks that ensure only the best make it to production. Now that we’ve laid the groundwork, it’s time to ask: What happens next? How do we turn those raw materials into timely deliveries for our customers? That’s where the planning of sales orders comes in! In this blog, we’ll dive into the crucial steps of sales order planning, discussing how we manage demand, and ensure a seamless flow from order placement to delivery. Let’s take a closer look at how this next phase keeps everything running smoothly! Firm plan production order Released production order A Released Production Order in Business Central indicates that the production order has been finalized and is ready to begin production. Once released: Material Issue Production Journal We will continue the Finished good quality in the next blog! I Hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.