Pricing management : using charges
Today we will continue digging into Pricing Management new capabilities by reviewing how charges have been enhanced. It will be the last post of this Pricing serie. Don’t forget to visit the previous posts, if you want to review the whole serie, you can click on the following links : Key Concepts Base Price Margin component price adjustments Simple Discounts and Quantity Discounts Threshold… Continue Reading Yohann...
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...
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...
Warehouse Mobile Device Security Overview
The warehouse mobile app is a way for end users to have external devices (such as RF guns) to interact with D365FO to improve efficiency with warehouse tasks. I recently had the opportunity to do a deep dive into how this functionality was secured and wanted to give an overview and then a set of best practices for securing it. Warehouse Mobile App Overview Here is an overview of the setup and… Continue Reading Alex’s...
Update Data From Excel In D365
In the last tutorial you learned how to export data to excel. Now, learn how to update data from Excel in D365. There are some changes that can be made much faster in Excel compared to within D365. For instance, you can do a ‘find and replace‘ within Microsoft Excel. Specifically, push ctrl-H for the… Continue Reading → The post Update Data From Excel In D365 appeared first on Dynamics 365… Continue...
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...
Export Data To Excel In D365
There is a joke I’ve heard that goes something like this. What is the most widely used ERP (Enterprise Resource Planning) System? The answer: Microsoft Excel. By and large, the many forms in Microsoft Dynamics 365 for Finance and Operations allow the system to work with data in many ways. However, there are some scenarios,… Continue Reading → The post Export Data To Excel In D365 appeared… Continue Reading...
Microsoft Sentinel for Dynamics 365 F&O
Today I’m bringing you a post that’s all about Dynamics 365 F&O, but the main focus is on security, specifically Microsoft Sentinel. Some days ago it was announced a Microsoft Sentinel Solution for F&O had been published and is currently in preview. Let’s learn a bit about it! Sometimes we overlook the security aspects of… Continue Reading Microsoft Sentinel for Dynamics 365… Continue Reading...
Pricing Management : how rebates are taken in account for margin calculation
Remember the old existing margin Alert ? This feature too has been impacted thanks to Pricing management module. Let’s say that all new and old pricing adjustement features have been taken into account for calculating margin, from off until on invoice discounts and rebates. Let’s see that through an example. But at first, if you wish to have a look at the whole serie, you can click on the… Continue Reading Yohann ROLLAND’s...
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...
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...
Apply Environment Update to D365FO via Command Line
Following up on my previous post about deploying a local VHD of D365FO, I wanted to show how you can then update your environment when Microsoft releases newer versions. The first step is to download the update deployable package from LCS by navigating to the Shared Asset Library: Then navigating to the ‘Software Deployable Package’: Now download the deployable package update that you would… Continue Reading...
F&O alert emails in Power Automate
There’s a nice feature in Dynamics 365 F&O that lets us emit notifications when data is changed, created or deleted: the alert framework. In this post, I will show you how to send the alerts as Business events and send emails notifying the users using a Power Automate flow. When I was almost done writing… Continue Reading F&O alert emails in Power Automate Continue Reading Adrià Ariste Santacreu’s Article...
Step by Step Guide to Deploy a Local VHD of D365FO
There are two main ways to deploy D365FO for development and testing purposes, the more streamlined way is to deploy a preconfigured environment via LCS. While this is extremely straightforward it does incur Azure costs as the resources (virtual machine, networking, storage, etc) are deployed within your Azure instance. The other option is to deploy these resources locally via a virtual hard… Continue Reading Alex’s...
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...
Pricing management : rebates
For this new post related to this new Pricing Management module, I will underline how to use existing rebates features applied to sales orders with new attribute based capabilities. If you wish to have a look at the whole serie, you can click on the following links : Key Concepts Base Price Margin component price adjustments Simple Discounts and Quantity Discounts Threshold Discount and… Continue Reading Yohann ROLLAND’s...
How To Read A File In D365
Instead of manually typing in data, users can upload a file, then read a file in D365. I will show you how to use helper classes to do both of these things. This is especially helpful when you have many records to bring in. There are several other ways that data can be brought into… Continue Reading → The post How To Read A File In D365 appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s Article on...
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...
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...
Pricing management: usage of Funds and Max
In this new blog post about Pricing Management, I will focus on the possibility to put some limits to the usage of any discount, by using the funds and the max setup available on discounts. Let’s see how it’s designed. But as a remainder, if you wish to review the Pricing Management serie, please have a look on those links : Key Concepts Base Price Margin component price adjustments
Database Inserts – Code Table
Does the process of inserting data with Code matter for performance? When inserting data in F&O, there are several best practices on how to do this from MSFT. But for this specific type of workload, do those best practices really matter? Can I code up a solution that is less than ideal and still have a workable solution? Let’s find out. This will only look at Azure hosted VM performance for… Continue Reading Nathan...
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...
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...
How To Use A D365 Data Entity
In the last couple articles, you learned what a data entity is, and how to create one. Now, learn how to test and use a D365 data entity to read or write data in Microsoft Dynamics 365 for Finance and Operations. Review Before showing you the steps to use a D365 Data Entity, as a… Continue Reading → The post How To Use A D365 Data Entity appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s Article...
Pricing Management : Applied discount according to delivery date and price update
Keeping going into details of Pricing Management module. Let’s see how the engine has been designed for choosing the appropriate discount to apply depending on delivery date on order, or when the order has been placed. You will see it’s has been enhanced according to what we use to know. Also, if you want to review the whole serie, you can click on the following links : Key Concepts Base… Continue Reading Yohann ROLLAND’s...
It’s Time to Increment Dynamics 365 to Version 11: A Focus on Dataverse and CoPilot Innovations
In the evolving world of business applications, Microsoft Dynamics 365 has consistently played a pivotal role in empowering organizations to drive digital transformation. With a rich history of releases, each version of Dynamics 365 has brought about significant enhancements and introduced innovative features to streamline operations, improve customer engagements, and accelerate business… Continue Reading Kurt Hatlevik’s...
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...
El futuro de la IA con Fabric, Copilot y Power BI
Como usuario de Power BI, ¡nos espera un emocionante viaje con la presentación de Microsoft Fabric! Esta plataforma de siguiente nivel no solo conserva todas las características que la disfrutamos en Power BI, sino que también lleva nuestra experiencia de análisis y visualización de datos a un nivel superior. Con el lanzamiento de Fabric, los usuarios de Power BI Premium… Continue Reading Juan Bravo’s Article on their blog...
Pricing management : applying Discounts (Mix and match discount, Coupon)
In this new post regarding Pricing Management new capabilities, we will continue reviewing discounts : Mix and match and coupon. Also, if you want to review the whole serie, you can click on the following links : Key Concepts Base Price Margin component price adjustments Simple Discounts and Quantity Discounts Threshold Discount and Free Items Mix and match discount Let’s start with Mix… Continue Reading Yohann ROLLAND’s...
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...
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...
How to Secure Form Fields Populated By Data Methods in D365FO
I have written in the past about using field level security to help secure sensitive information within your D365FO environment, but what if the field you want to secure doesn’t correlate directly to a SQL table field and instead is populated by a data method? Let’s see how you can still secure this! Scenario Let’s say I want to secure the Bank Account Number field on the Vendors form, if I… Continue...
A Million Moments of Gratitude: Celebrating Our Milestone Together
As I sit down to pen this message today, my heart brims with a sense of joy and humility. Why, you may wonder? I’ve just crossed an incredible milestone that I scarcely dared to dream of when we embarked on this journey. My blog, my shared space of learning and exchange, is right now surpassing … Continue reading A Million Moments of Gratitude: Celebrating Our Milestone Together Continue Reading Kurt Hatlevik’s...
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...
Pricing management : applying Discounts (Threshold discount, Free item)
In this new post regarding Pricing Management new capabilities, we will keep going with discounts. There is 6 different type of discounts and previously we have focused on the simple discount and quantity discount. Also, if you want to review the whole serie, you can click on the following links : Key Concepts Base Price Margin component price adjustments Simple Discount, Quantity Discount < p style=”text-align:…...
How To Create A D365 Data Entity
In this article, learn how to create a D365 Data Entity. Previously, you learned what a data entity is, and when they are used. In this lesson, walk through the steps of creating a data entity in Visual Studio. Then, see it within the Data Management workspace. Review Before learning how to create a D365… Continue Reading → The post How To Create A D365 Data Entity appeared first on Dynamics… Continue Reading...
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...
D365 eCommerce implementation and costs
I’ve received several inquiries about implementing Dynamics 365 eCommerce in a B2B context, with a recurring concern being the associated costs and efforts. In this post, I will share my experiences and recommendations for creating a B2B eCommerce site catering to both local and regional markets. The example presented here represents a medium-sized eCommerce implementation. … Continue reading <span… Continue...
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...
Pricing management : applying discounts (Simple discount, Quantity discount)
Let’s continue exploring the Pricing Management module through Discounts. Before going in further details, please have a look on the previous post relating this feature : Key Concepts Base Price Margin component price adjustments Discounts encompass a lot of price capabilities such as simple discount, quantity discount, Threshold discount, free item, mix and match discount and coupon. That… Continue Reading Yohann...
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...
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” }, {...
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...
My First Microsoft MVP Summit
Last week I got to experience my first Microsoft MVP Summit in person since becoming an MVP in November of 2019. It was great to see old friends and meet new ones (face to face!) in the Business Application for D365FO space. So many great sessions, information being shared, and connections being made! I wanted to share a few pictures from the trip and to let everyone know to keep an eye on… Continue Reading Alex’s Article...
Pricing management : Margin component price adjustments
Defining the base price was the first thing to do after understanding the key concepts of this new Pricing module. Now, before applying different type of discount, it’s possible to adjust the base price (positively or negatively), per amount or percentage. Any combination with different Margin component price adjustments occurrence is possible. Use case for the demo Let me introducing my… Continue Reading Yohann ROLLAND’s...
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...
Create a Database Export Request using a DevOps Pipeline
Submitted by Nathan Clouse on 04/17/23. Last modified: 04/17/23 Need to Export a database for safe keeping? MSFT has had database movement APIs for some time but I haven’t seen a lot of use of them. I thought I’d provide a simple Power Shell script to show what can be done. You can make this more user friendly or modern by putting it in Power Automate or using a Logic App. For reference,… Continue Reading Nathan...
What Is A D365 Data Entity?
What is a D365 Data Entity? Data entities allow outside systems to read and write data in Microsoft Dynamics 365 for Finance and Operations. For example, perhaps you read the product inventory levels in D365, and send these values to your website. Similarly, you may have sales order information entered on a website that you… Continue Reading → The post What Is A D365 Data Entity? appeared… Continue Reading...
Pricing management : Base price
To understand the logic of the new pricing management, you have to have always in mind the sequence of the price application. After having introduced the key concepts with component code, groupe attributes and trees, let’s focus on the base price definition. There is actually 4 ways to setup the base price, that we are going to detail in this post. You can use, with this priority order :
Pricing management : Introduction and key concepts
A real pricing engine. That’s exactly what Microsoft has been released and will be G.A soon (public preview since PU33 and April 2023). A brand new module developed by Microsoft allowing sales pricing to be setup per attributes. By gathering retail and sales price policy within a unique module, and adding new features, Dynamics 365 For Supply Chain Management is able to manage more complex… Continue Reading Yohann...