New update on Regulatory configuration service (RCS) as globalization studio in D365FO.
Feb12

New update on Regulatory configuration service (RCS) as globalization studio in D365FO.

Regulatory Configuration Service (RCS) will be deprecated. This new feature implifies the experience of extending and customizing key globalization areas of tax e-invoicing regulatory reporting banking business documents. With the release of this feature, all new RCS provisioning is stopped. If provisioning is required, register a support ticket. We will be working… Continue Reading AnithaEswaran’s Article on their blog...

Read More
InvalidProtocolResponse – Logic apps
Feb05

InvalidProtocolResponse – Logic apps

I was trying to configure composite entity for D365F&O using logic apps and faced the below error.  The response to partial content upload initiating request is not valid. The response to initiating partial content upload request must contain a valid location header. This was due to a simple set up which was on by default in ‘Http’ action. Turning it off did the magic and… Continue Reading AnithaEswaran’s...

Read More
Cloud service types
Feb04

Cloud service types

Microsoft learn has abundant resources to get introduced to basics or refresh our knowledge to keep ourselves updated. One topic I refreshed this week is ‘Cloud service types’ Key terms : Managing and configuring resources Shared responsibility model IaaS, PaaS,SaaS Referred to as the cloud service stack, with each layer building upon the capabilities of the layer beneath… Continue Reading AnithaEswaran’s...

Read More
Logic apps – Key vaults for Encryption
Jan26

Logic apps – Key vaults for Encryption

I had to work on a task where they data has to be encrypted during automation and logic apps came to my rescue to make the job simple and easy. Logic apps has a Key Vault connector to do this job. I am encrypting my data from logic apps and thus necessary permissions has to be given to logic apps. Let us first create a Key vault. Create a new Key vault and enter the name. I… Continue Reading AnithaEswaran’s Article on...

Read More
SFTP connector with Private key – Logic apps
Jan26

SFTP connector with Private key – Logic apps

This article shows you how to connect SFTP gateway via logic apps using private key. In our instance, Standard logic apps is used. Create a new workflow. Let the trigger be Recurrence. Add the next step and search for ‘SFTP-SSH’ Let us select the action ‘List files in folder’ . In the above screenshot, when you try to paste the Private key directly, connection will… Continue Reading AnithaEswaran’s...

Read More
Punchout – CXml – External Catalog – D365 F&O Configuration – Part 1
Jan25

Punchout – CXml – External Catalog – D365 F&O Configuration – Part 1

Dynamics 365 Finance and Operations supports integration with various procurement and e-procurement solutions. The integration process allows the users to “punch out” to external supplier catalogs, select items, and seamlessly bring them back into the procurement workflow. This means it allows the users to purchase through vendors without need to store the master data and information such… Continue Reading...

Read More
Power platform integration for D365F&O VM
Jan15

Power platform integration for D365F&O VM

Are you unable to find the Power platform add-ins in the LCS ? It might be because your user id doesn`t have advanced privilege to view or the VM might not be configured with Power Platform Integration. I can read your next question what happens if the integration is not enabled during VM provisioning? Unfortunately there is no option now to enable after the vm is provisioned. So we… Continue Reading AnithaEswaran’s...

Read More
D365FO bacpac import – Unable to connect to target server localhost – Error occurred during the login process
Jan08

D365FO bacpac import – Unable to connect to target server localhost – Error occurred during the login process

My team had an issue today when importing the bacpac in their devVM. Though the first issue was resolved with this fix , the import again ended up in the error . Unable to connect to target server ‘localhost’. Please verify the connection information such as the server name, login credentials, and firewall rules for the target server. A connection was successfully established with… Continue Reading...

Read More
Secure inputs / outputs in Logic apps
Jan03

Secure inputs / outputs in Logic apps

Logic apps is best in orchestrating the workflow integrations and it has close to 200+ connectors .With its simple UI designer , it has become the favourite middleware for any integration scenarios. Data plays a major role in today`s transactions and it is important to secure it. For instance, if the auth token which consists of secret / client id / tenant should be secured as these… Continue Reading AnithaEswaran’s...

Read More
OData query options with D365F&O (Part 2)
Dec25

OData query options with D365F&O (Part 2)

In the previous post, I have explained about the various options of quering F&O using OData. Let us continue the ARITHEMATIC queries in this post. Less than – Applicable for numeric fields . Retrives the records that have the value mentioned in the lt clause and includes zero values in the result. For instance, to fetch the products whose Salesprice is lessthan 150 . The query is… Continue Reading AnithaEswaran’s...

Read More
Lifecycle Management of Azure blob
Dec05

Lifecycle Management of Azure blob

Every data set has a unique lifecycle. Early in the lifecycle, users tend to access some of the data in the set, but not all of the data. As the data set ages, access to all of the data in the set tends to dramatically reduce. Some data set stays idle in the cloud and is rarely accessed after it’s stored. Some data expires within a few days or months after it’s created. Other data is… Continue Reading...

Read More
Resubmitting from an Action in Logic Apps Workflows
Dec04

Resubmitting from an Action in Logic Apps Workflows

Resubmitting feature seeks to provide customers with more control over how they resubmit failed transactions and avoiding data duplication or increasing new operational friction. Earlier, if we need to reprocess the failed execution, we only had an option to select the execution and click ‘Resubmit’ . But this could potentially create duplication in the action calls that were successfully… Continue Reading...

Read More
Workflow Assistant – Standard Logic apps
Nov30

Workflow Assistant – Standard Logic apps

The workflow assistant is a chat interface to answer any questions about Azure Logic Apps, from directly within designer. You can also use it to describe existing workflow or prompt for specific answers in the context of your workflow. The chat interface provides access to Azure Logic Apps documentation and best practices without requiring you to navigate documentation or search online… Continue Reading AnithaEswaran’s...

Read More
OData query options with D365F&O (Part 1)
Nov14

OData query options with D365F&O (Part 1)

As we all know, OData provides a standardized way for applications like D365F&O to expose their data, making it easier for developers and IT pros to work with, integrate, and leverage the data for a wide range of purposes. Though Odata querying is familiar to us, I will give a brief walkthrough of various CRUD operations with D365F&O. FILTER and COUNT Below query filters the Customer… Continue Reading...

Read More
Users can extract the tables list from Data entity – D365F&O
Nov02

Users can extract the tables list from Data entity – D365F&O

We are aware that Data Entities in D365F&O represent a specific data object, typically corresponding to a table or view in the underlying database. They define the structure and attributes of the data they represent. From a technical background , I have fair idea on the tables referred in a data entity. But for an external user who needs this information and without a developer help,… Continue Reading AnithaEswaran’s...

Read More
Data entity Export/Import for Feature Management
Nov01

Data entity Export/Import for Feature Management

A data entity that is named Feature management lets you export the Feature management settings from one environment and then import them into another environment. This entity updates only existing features. The business logic in the entity also helps guarantee that the same rules that are used on the Feature management workspace will be applied when the import is done. For example, you… Continue Reading AnithaEswaran’s...

Read More
End of mainstream support for Microsoft Dynamics AX 2009, Dynamics AX 2012, Dynamics AX 2012 R2, and Dynamics AX 2012 R3
Oct31

End of mainstream support for Microsoft Dynamics AX 2009, Dynamics AX 2012, Dynamics AX 2012 R2, and Dynamics AX 2012 R3

Mainstream support for Dynamics AX 2009 Service Pack 1 (SP1), Dynamics AX 2012, and Dynamics AX 2012 R2 ended on October 9, 2018. Security hotfixes were provided for those three versions through the extended support period, which ended on April 12, 2022 Mainstream support for Dynamics AX 2012 R3 ended on October 12, 2021. Only security hotfixes will continue to be provided through the… Continue Reading AnithaEswaran’s...

Read More
D365FO Business event for cloud hosted environments – Error Response Status code does not indicate success : 400
Oct20

D365FO Business event for cloud hosted environments – Error Response Status code does not indicate success : 400

As we are aware Business events are used to send messages to third party applications when the active event is triggered. When you set up business events or virtual entities in a cloud-hosted environment, you might receive the following error message: Response Status code does not indicate success : 400 ({“error”:”invalid_client”,”error_description”;”Expected aud… Continue Reading...

Read More
‘Update a record’ action using FinOps connector in Logic apps
Oct18

‘Update a record’ action using FinOps connector in Logic apps

If you want to updates a single record in an entity using Logic apps, we have two options Use Odata URL directly in the POST method like below PATCH URL/data/SalesOrderPools(PoolId=’04’,dataAreaId=’usmf’) BODY { “PoolName”: “Updated text” } Second option is via logic apps connector. It is tricky to understand the field notation. But once we get the grip, it is easy If the… Continue...

Read More
Number sequence set up for SmmContactPersonId – D365F&O
Oct10

Number sequence set up for SmmContactPersonId – D365F&O

There are many changes occuring with the latest updates in D365F&O. Few of them, though minor takes our time during troubleshooting. One such challenge was finding Number sequence set up for SmmContactPersonId. Earlier it was present in ‘Sales and Marketing -> Set up -> Parameters -> Number sequence’. We had to spend an hour to hunt for this set up as it is not seen in the above path…. Continue Reading...

Read More
Easy identification of D365FO Environments – Chrome extension
Oct06

Easy identification of D365FO Environments – Chrome extension

While working on multiple projects or environments, we will always have various windows left open . Rather than checking the Address bar every time , if we have some extension which highlights the environment name in the active window, that would be a life saver. I am using the chrome extension ‘Environment tagger’ which helps me to identify the active window tagged with a label.

Read More
SSMS – Color pattern to differentiate various environments
Oct06

SSMS – Color pattern to differentiate various environments

Being a technical, my SSMS window will have multiple active connections , thus at times it will be perplexful to identify the correct environment. I found the below solution long back , but thought of sharing to the community which would surely benefit people like me. SSMS has the option of choosing colors in the option ‘Connection Properties’. This option would highlight the SSMS… Continue Reading...

Read More
Latest update on Preview release of D365F&O
Sep30

Latest update on Preview release of D365F&O

Customers can take up to four service updates per year and are required to take a minimum of two service updates per year. Customers can choose to pause one update at a time. Pausing a service update can apply to the designated user acceptance testing (UAT) sandbox, production, or both environments. After the pause window ends, and if the customer hasn’t self-updated to a supported service… Continue Reading...

Read More
Inventory Visibility Add-in – Supply Chain Management – Part 1
Sep03

Inventory Visibility Add-in – Supply Chain Management – Part 1

With more demand on integrating systems, it is time-consuming to get a clear picture of the inventory status . With the Microsoft`s Inventory visibility add-in for SCM, above issue is no more a challenge to get the real-time , accurate view of inventory . This is even applicable for larger volume organizations. Inventory visibility is a real-time service which helps the business to keep… Continue Reading AnithaEswaran’s...

Read More
Automatic import of Bank statement – D365FO
Aug28

Automatic import of Bank statement – D365FO

With the version 10.0.36, it is not possible to automate the import of Bank statement to Sharepoint folder. More details soon. Continue Reading AnithaEswaran’s Article on their blog Automatic import of Bank statement – D365FO With the version 10.0.36, it is not possible to automate the import of Bank statement to Sharepoint folder. More details soon. Blog Syndicated with AnithaEswaran’s...

Read More
Azure Active Directory applications to Microsoft Entra ID applications – D365FO 10.0.36
Aug22

Azure Active Directory applications to Microsoft Entra ID applications – D365FO 10.0.36

With the version 10.0.36, Azure Active Directory applications have been changed to Microsoft Entra ID applications D365FO 10.0.35 D365FO10.0.36 Continue Reading AnithaEswaran’s Article on their blog Azure Active Directory applications to Microsoft Entra ID applications – D365FO 10.0.36 With the version 10.0.36, Azure Active Directory applications have been changed to Microsoft Entra ID applications D365FO 10.0.35...

Read More
Microsoft AI Builder Challenge – Recognize Text with AI builder – Learning & Sharing – Part 2
Aug20

Microsoft AI Builder Challenge – Recognize Text with AI builder – Learning & Sharing – Part 2

In part 1, I explained about creating and training the model for document processsing. In this post, let us learn on using OCR(Optical Character Recognition) capabilities using AI model. AI Builder Text recognition is a prebuilt AI model that extracts lines of text from documents and images By providing samples of data, model can be trained to perform predictions. So far, only English… Continue Reading AnithaEswaran’s...

Read More
Microsoft AI Builder Challenge – Process Custom Documents – Learning & Sharing – Part 1
Aug20

Microsoft AI Builder Challenge – Process Custom Documents – Learning & Sharing – Part 1

As I have completed Microsoft AI builder challenge, it is time to share the knowledge with our community from the topics which I learnt as a part of this challenge. I am starting with Processing Custom Documents using AI Builder. What is Document Processing? AI builder takes care of reviewing , extracting , organizing and saving the information Create and train the model to… Continue Reading AnithaEswaran’s Article on...

Read More
Archive data in D365FO – Part 2 -Inventory Transactions
Jul30

Archive data in D365FO – Part 2 -Inventory Transactions

In my earlier post , I detailed about archiving Sales order with the latest feature management. This post is on archiving ‘Inventory transactions‘ data . As we are aware, InventTrans table keeps increasing and consume maximum database space . System exhibits sluggish runs for the queries made against this table. New feature in FO has minimized this issue by moving the data to history… Continue Reading...

Read More
Free access to a D365FO environment(with dev box)
Jul17

Free access to a D365FO environment(with dev box)

In this post, I will give a quick walkthrough of accessing free dev environment with Visual Studio, SSMS and URL. This can be used for training/development purpose. Click this link using Microsoft Learn account. If the browser is already signed in with this credential, a new button ‘Launch VM mode’ will appear. Else ‘Sign in to Learn’ is displayed. You can use the… Continue Reading AnithaEswaran’s...

Read More
Document management – Using AI builder – Power Automate
Jul13

Document management – Using AI builder – Power Automate

In my previous post , the document upload was done by reading the file name and proceeding with upload. Here, I will give a walkthrough of uploading the attachment by scanning the contents in the file through AI builder and training the AI model to read the sample documents. Then the document is imported as attachment to the specified PO in the content read by the model. To begin with,… Continue Reading AnithaEswaran’s...

Read More
Archive Data in D365FO – Part 1-Sales Order
Jun28

Archive Data in D365FO – Part 1-Sales Order

Data grows over time and it is a good idea to archive it for the effective performance of the system. Latest feature in D365FO has the ‘Archive Set up’ solution which is simple to configure . This set up moves the data to another table , thus querying data from the current table is effacious. In our instance, as we are archiving sales order, the records are moved to SalesTableHistory… Continue Reading...

Read More
Embedding copilot in CanvasApp
Jun18

Embedding copilot in CanvasApp

Add Copilot control to a canvas app – Power Apps Add copilot AI control to your canvas app. Continue Reading AnithaEswaran’s Article on their blog Embedding copilot in CanvasApp Visit the post for more. Blog Syndicated with AnithaEswaran’s...

Read More
bak file restore error : The backup set holds a backup of a database other than the existing ‘xxx’ database
Jun14

bak file restore error : The backup set holds a backup of a database other than the existing ‘xxx’ database

Recently I faced an issue when trying to restore a bak file . Though the option ‘Overwrite the existing database (with Replace)’ was selected during restore process, error was not resolved. Instead of executing the ‘Restore’ from database level, I tried to do it from query editor . This helped me to get more insight on the issue. RESTORE DATABASE NewDatabase FROM DISK =… Continue Reading...

Read More
Import attachments using PowerAutomate – D365FO
Jun09

Import attachments using PowerAutomate – D365FO

In this blog , let us have a walkthrough of uploading the attachments to FO using PowerAutomate. This approach can be used in logic apps also. In my instance, the files uploaded in one drive are read and imported to Customers. The file name carries the Customer number and this becomes one of the input in Attachment process. Given below the complete pic of the flow There are 2… Continue Reading AnithaEswaran’s Article on...

Read More
Delete journal performance using Batch – Feature – 10.0.34
Jun05

Delete journal performance using Batch – Feature – 10.0.34

In Dynamics 365 Finance version 10.0.34, a new feature Delete journal performance using batch is available. This feature allows the delete process to be scheduled. This lets users to continue other work instead of waiting for the delete processing to complete. To quickly delete all journal lines in a journal, go to Functions > Delete journal lines. This function affects extensions on… Continue Reading...

Read More
Update ItemCoverage using OData – Limitation & Workaround – D365FO
May30

Update ItemCoverage using OData – Limitation & Workaround – D365FO

Updating existing data using Odata is not a new ask in any integration. Most of the entities which are exposed in D365FO would not have any issues during update. I`ve posted the CRUD operations for the entities here Update for entity is not direct and has to be accompanied with the parameters which are defined in ‘Entity Keys’. The columns defined in the entity-key should be specified in… Continue Reading...

Read More
JSON Export in DIXF – D365FO
May18

JSON Export in DIXF – D365FO

There are pre-defined datasource formats in F&O – XML, CSV, Excel etc. But there is no option of exporting the data as JSON using DIXF. Using this GitHub extension which convers xml to json, it is possible to achieve this. Download the file from github here As we are using XML as the source format here, there is no need to create a new one for the export. Create a new project and… Continue Reading AnithaEswaran’s...

Read More
Cross-company data sharing – D365F&O
May16

Cross-company data sharing – D365F&O

In D365F&O, if there are more than one legal entity ,there may be scenarios where both companies use the same set of data and they always need to be synchronized(CUD operations). For example, if both companies use the same list of Payment terms, it may be easier to just share that data across the two companies instead of having to set up twice or multiple times if a new LE is created…. Continue Reading AnithaEswaran’s...

Read More
Import using Data Management package REST API with logic apps
May12

Import using Data Management package REST API with logic apps

D365FO provides two primary sets of APIs, Recurring Integration APIs & Data Management Platform (DMF) package APIs, to support file based integration scenarios. These APIs allow DMF data files as well as data projects to be imported and exported from Dynamics 365 for Operations. This post is about importing the package using DMF REST API which can be used in both cloud deployments and… Continue Reading AnithaEswaran’s...

Read More
ADF – Generating an Rest API Bearer Token
May04

ADF – Generating an Rest API Bearer Token

I`ve already given the post on generating a bearer token usins Postman. As there are various requirements using cloud concepts , in this blog I will show you on creating the token using ADF. Create a new Pipeline . Let my pipeline name be ‘AuthToken Demo’ . It is always a best practice to name the steps so it serves as a self-documentation. Choose Web activity and enter a proper… Continue Reading...

Read More
Enable recording option in XBox Game bar
May02

Enable recording option in XBox Game bar

When I was trying to record using XBox Gamin bar, the ‘record’ option was disabled. So I tried uninstalling it using Powershell in admin mode and entered the following command get-appxpackage *Microsoft.XboxGamingOverlay* | remove-appxpackage Then went to Microsoft store to install the ‘XBox Game bar’ again and now the record option is visible. Hope it helps…. Continue Reading AnithaEswaran’s...

Read More
ChatGPT in Excel
May01

ChatGPT in Excel

We are now familiar with the latest buzz on ChatGPT. In this post, I am giving a brief introduction on integrating ChatGPT with Excel. Excel is an incredibly powerful tool for getting meaning out of vast amounts of data. But it also works really well for simple calculations and tracking almost any kind of information. Here, I am trying to generate a sample dataset for my testing using… Continue Reading AnithaEswaran’s...

Read More
Parse nested Json from logic apps
Apr27

Parse nested Json from logic apps

In this post, I will give a brief walkthrough of handling the nested json data and extracting the contents from it. My sample file is as follows . { “id”: “0001”, “type”: “donut”, “name”: “Cake”, “ppu”: 0.55, “batters”: { “batter”: [ { “id”: “1001”, “type”: “Regular” }, {...

Read More
Entity Relationship Diagram in D365F&O
Apr24

Entity Relationship Diagram in D365F&O

Entity Relationship Diagram (ERD) is a structural diagram that is useful in database design. It shows how an entity is connected with one or more entities. To be precise, it helps us to understand the inheritance and the relationship between the tables. Previous version of Dynamics Ax(4.0) had this option which helped to generate the required output for the data model. In simple words,… Continue Reading AnithaEswaran’s...

Read More
General Journal posting for multiple companies – D365FO
Apr20

General Journal posting for multiple companies – D365FO

With the latest PU release 10.0.33, a new feature is introduced which enables the users the post the GL across the multiple companies Go to Feature Management and filter for ‘Journal’. Click ‘Enable now’ and the feature is ready for use . Go to General Ledger -> Journal Entries -> Global general journals The form has the option to select the legal entity for creating the… Continue Reading...

Read More
Excel add-ins – Config & set up  – D365 F&O
Apr03

Excel add-ins – Config & set up – D365 F&O

Microsoft Excel can change and quickly analyze data. The Excel Data Connector app interacts with Excel workbooks and OData services that are created for publicly exposed data entities. The Excel Data Connector add-in enables Excel to become a seamless part of the user experience. The Excel Data Connector add-in is built by using the Office Web add-ins framework. The add-in runs in a task pane…. Continue Reading...

Read More
How to bulk expire & delete non-primary addresses – DIXF – D365F&O
Mar23

How to bulk expire & delete non-primary addresses – DIXF – D365F&O

We had a situation in one of our projects where the customer postal addresses were imported twice by mistake. The import was close to 10000 records and manually correcting them was impossible. There were few options left with us to correct the data in the system Restore the data using ‘Restore point-in time ‘ (or) Delete the address data from all the related tables (or) Explore a… Continue Reading...

Read More
Shrink AxDB SQL transaction log
Mar09

Shrink AxDB SQL transaction log

Recently the database transaction log of my D365F&O development environments grew too large and the service was down. When the service goes down all of a sudden, I troubleshoot by restarting the Batch service in dev environment first. If it doesn’t restart, then it is an alarm to turn our focus on latest code changes, model or build issues etc. Event Viewer is my trustworthy friend is… Continue Reading...

Read More
SalesOrderHeaderD365SalesEntity – Preview 10.0.32 -Part 2
Mar08

SalesOrderHeaderD365SalesEntity – Preview 10.0.32 -Part 2

In continuation to my previous post , this content lists the new Data Entities published on latest preview version SalesOrderHeaderD365SalesEntity : Label : Dynamics 365 Sales order headers < p class=”has-black-color has-text-color”>This entity contains information about Dynamics D365 Sales order headers which is used in CDS integration. The entity is aimed at providing additional information for Sales Order Totals...

Read More