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Setting up email-based alert notifications for Integration Project in CDS

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Error handling is very important part of any integration project, it is also very important to fix the issue when it is recognized, so it is very important to take action to resolve it earliest. In the...(read more)

Setting up email-based alert notifications for Integration Project in CDS

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Error handling is very important part of any integration project, it is also very important to fix the issue when it is recognized, so it is very important to take action to resolve it earliest. In the...(read more)

Setting up email-based alert notifications for Integration Project in CDS

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Error handling is very important part of any integration project, it is also very important to fix the issue when it is recognized, so it is very important to take action to resolve it earliest.
In the Integration project of CDS we can setup email alert option in following way.

  1. First go to Admin Center
  2. Go to Data Integration -> Select the project -> Go to Scheduling
  3. Following window will appear
  4. Tick the checkbox and specify the email address on which we wanted to receive the alerts and click on save.

In this way we can set up the email alert notification for Integration progress in CDS.

The post Setting up email-based alert notifications for Integration Project in CDS appeared first on Cloudfronts - Microsoft Dynamics 365 | Power Bi | Azure.

Setting up schedule-based refresh in CDS

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Data Integration project support two types of executions Manual   and auto-refresh i.e. schedule-based refresh. For manual refresh   we   have to select the project and click on run. In this blog we will...(read more)

Setting up schedule-based refresh in CDS

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Data Integration project support two types of executions Manual   and auto-refresh i.e. schedule-based refresh. For manual refresh   we   have to select the project and click on run. In this blog we will...(read more)

Setting up schedule-based refresh in CDS

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Data Integration project support two types of executions Manual   and auto-refresh i.e. schedule-based refresh. For manual refresh   we   have to select the project and click on run. In this blog we will...(read more)

Setting up schedule-based refresh in CDS

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Data Integration project support two types of executions Manual   and auto-refresh i.e. schedule-based refresh. For manual refresh   we   have to select the project and click on run. In this blog we will...(read more)

Setting up schedule-based refresh in CDS

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Data Integration project support two types of executions Manual   and auto-refresh i.e. schedule-based refresh. For manual refresh   we   have to select the project and click on run. In this blog we will   learn   how to create a schedule to run a Integration project at   specific date and/or time.

  1. First go to Admin Center
  2. Go to the Data Integration -> Projects and click on the ellipses of the project to be scheduled and click on Schedule
  3. We will get two options
    a. Run Manually
    b. Run on specific day and/or time
  4.  Now let’s schedule the project, in this example we going to schedule the project every hour starting at 17-Aug-2019 to 30-Aug-2019, and it should run form 12 AM to 2 AM .After scheduling click on save
  5. We can schedule the project in another way also, to do this  go to the scheduling after selecting on Integration project
     After clicking on the project following window will open and then click on the Scheduling and same scheduling window will appear.

In this way we can create schedule-based refresh for the Integration project

The post Setting up schedule-based refresh in CDS appeared first on Cloudfronts - Microsoft Dynamics 365 | Power Bi | Azure.


First time printer set up for CPOS/MPOS in Microsoft Dynamics 365 For Retail

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In this blog I am going to demonstrate the set up/configuration you are required to do for the first time when you set up the POS on a computer. Whether its CPOS or MPOS, this set up is essential else...(read more)

Setting Unified Interface App Icons

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Default App Icons for typical D365 environment look like these. But here’s what you can do to change these to put custom SVG icons. SVG Icons Regardless of dimensions, SVG icons work everywhere...(read more)

Business Central on Docker for non-experts…

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With the release of NAV and Business Central images on Docker, a lot of people who are not familiar with Docker and Containers will be using Business Central on Docker. Using Business Central on Docker...(read more)

How to set the Default Value for a Dynamics 365 Lookup Control in a Canvas PowerApp

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In this article, I demonstrate how easy it is to set the default value for a ComboBox control associated with a Dynamics 365 Lookup field in a Canvas PowerApp.

The demonstration application is a sample ‘Leave Requests’ Canvas PowerApp. The app uses the Common Data Service (CDS) connector to access a Leave Requests entity in Microsoft Dynamics 365.

The following image shows the app’s Edit Form open for adding a new Leave Request. There are no default values configured for any of the Lookup field controls on the form; i.e. Requester, Cover Person and Manager.

These ComboBox controls are bound to the corresponding Lookup fields from the Microsoft Dynamics 365 ‘Leave Requests’ entity.

The automatically generated formulas for the Default property of each of these Lookup field’s corresponding Data Cards are as follows:

For an existing Leave Request, “ThisItem.‘Requester’”, returns the currently selected Requester. However, for a new Leave Request, “ThisItem.‘Requester’” does not return any value. This is also the case for the ‘Cover Person’ and ‘Manager’.

The desired default value for Requester is the current User. Attempting to change the Default property formula, as shown in the following image, does not return any value, even though the User() function returns a record of information about the current User. This record only includes the User().Email, User().FullName and User().Image.

One approach is to retrieve the currently logged on User using the Choices function as shown in the following formula. Here, the formula uses the First, Filter and Choices functions to retrieve the first matching User, matched by Full Name and Primary Email. In this formula, “mag_RequesterId” is the physical name of the corresponding User Lookup field for the Requester.

An alternate approach is to add a CDS data source for Users to the app and then retrieve the currently logged on User from the Users data source, as shown in the following formula. Here the formula also matches by Status. The ‘Status (Users)’ option set enumeration is provided by the underlying CDS Users data source.

In this example, there is no desired default value for Cover Person. The User will select the Cover Person for themselves. Therefore, the formula for Cover Person can be retained as is.

The desired default value for Manager is the current User’s Manager.

Using this formula, similar to the first approach above, and with the addition of “.Manager”, does not return a value, even when the current User has a related Manager. Here, either “.mag_ManagerId” or “.mag_RequesterId” may be used in the Choices parameter.

However, this formula, similar to the alternate approach above, and with the addition of “.Manager”, does return the current User’s Manager when there is one.

As a result, when adding a new Leave Request, the default values for Requester, Cover Person and Manager are now set to the required default Lookup values.

Completing the other fields and clicking Accept, results in the successful creation of the new Leave Request.

In conclusion, as shown in this example, it is easy to set the default value for a Lookup field in a Canvas App. The approach shown here, however can be optimised to reduce the number of times the currently logged on User is retrieved from the underlying data source. In my next article I will show how this can be done.

Create Announcements, Alerts and Notifications to improve your Sales and Customer Service with Alerts4Dynamics in Dynamics 365 CRM

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Ever since the launch of Alerts4Dynamics the number of downloads has been on the rise every day, but the best part is your astounding feedback. We are glad that with Alerts4Dynamics, we are able to...(read more)

How Is Dynamics 365 Integral to Your Company’s Digital Transformation?

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Digital transformation has been a catchphrase for several years now.  But despite no end of definitions that you could easily find on the Web, it’s still a theoretical concept. It’s only when you apply...(read more)

Dynamics 365 Business Central: data encryption changements for Isolated Storage

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I suggested many times in the past to every partners I met and to all the attendees to my AL courses for Microsoft Italy that the way to store sensitive data in Dynamics 365 Business Central must be the...(read more)

Dynamics ERP consultant boosts GP support

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Dynamics ERP consultant boosts GP support

ERP consultant MuscarellaBoyer & Associates is pleased to welcome Mike Muscarella to our growing Dynamics ERP consulting team. Muscarella’s 20 years of Dynamics GP experience will be put to good use supporting our existing clients.

“So far it’s been great. It’s a good team. It’s a lot of smart people, a lot of good people,” he said.

Muscarella earned his bachelor’s degree in economics from Southern Methodist University in Dallas, Texas. He started his career as an AP clerk at a now-defunct software company in Dallas. After four years on the accounting side, he decided he was ready for a change of pace. While some people enjoy the routine of accounting, Muscarella said he prefers the constantly-changing work of an ERP consultant.

“It’s different companies in different industries with different challenges. It’s the same software, granted, but it’s never used quite the same,” he said.

He started working on Dynamics GP in 1999 and has spent the last 20 years consulting and honing his expertise on the best-selling Microsoft ERP product. His experience includes 10 years at NextCorp and another eight years at TriBridge, which was then acquired by DXC.

Muscarella said he appreciates the versatility of Dynamics GP. While many software products specialize in a particular industry, GP can work well for a wide range of companies.

“It does have a very broad customer base. It can be used across industries better than a lot of other products,” he said.

Many of the restaurant and food service companies that are headquartered in the Dallas area use GP. Muscarella has worked with so many different industries that he’s confident of his ability to implement the software in just about any type of business.

He especially enjoys implementation projects, the chance to understand what a new client does and help them deploy a brand-new system that works the way they need it to work. He’s fully capable of doing smaller implementations on his own, but he prefers being part of a Dynamics ERP team when able.

“I don’t want to be a lone wolf. I like having backup,” he said.

One drawback to GP, according to Muscarella, is that its out-of-the-box reporting capabilities are not as strong as similar products. That problem is easily solved by installing a bolt-on reporting solution.

“If Microsoft sticks with their plan of trying to get GP customers converted over to Business Central, then ideally, I’d like to be someone that can be involved on both sides of that.” – Dynamics ERP consultant Mike Muscarella

With Microsoft’s increasing emphasis on its cloud accounting solution the last couple of years, Dynamics 365, Muscarella found himself struggling to find a GP-only position when his ERP consulting position ended at DXC. After talking to the Boyer team, he had a good feeling that the consulting position here would be a good fit.

“Boyer said we’ve got work for you as GP, and we can get you educated on the other one. It was their willingness to make the position what I was really looking for. That matched up better than any other opportunity,” he said.

At Boyer & Associates, Muscarella will focus on implementing and supporting Dynamics GP as well as learning the ins and outs of Dynamics 365 Business Central.

“That’s the new challenge for me is picking up something new,” Muscarella said. After 20 years working with Dynamics GP, he’s looking forward to a new challenge learning the ropes of an entirely new ERP system.

“You can stay solely on GP for 20 years, but those days are coming to an end and it’s time to … pick up something like Business Central, pick up where the future is heading. If Microsoft sticks with their plan of trying to get GP customers converted over to Business Central, then ideally, I’d like to be someone that can be involved on both sides of that,” he said.

As for hobbies, Muscarella enjoys playing a little classic rock on his guitar or piano. His favorite artists include the Beatles, Bruce Springsteen, Bob Seger and Paul Simon. He’s also a fan of the Dallas-area sports teams and Padron cigars.

Muscarella lives in Plano, Texas with his wife of 20 years, Lenisa. Their daughter, Sarah, graduated as valedictorian of her high school and is entering her sophomore year of college as a theater major at Oklahoma City University.

Want to congratulate Muscarella or welcome him to the Boyer team? Contact him at mmuscarella@boyerassoc.com or 763-412-4300.

Build on the System Application in Dynamics 365 Business Central using Docker

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As Jesper described in his post about our componentization project, in the Business Central 2019 release wave 2 were splitting Business Central into two major chunks that collect and separate the under-the-hood, platform-like functions from the business logic. These are the System Application and the Base Application, respectively. In addition to simplifying the code, one of the primary benefits of this approach is to move away from the code customization model and make it easier to build vertical, or horizontal, solutions. In this article Ill explain how to build an app on top of the System Application.

Note: The code that contains the new components is not yet publicly available. To get access youll need to join the ReadyToGo program so that you can use Microsoft Collaborate and our insider builds.

Start by pulling the latest image (this walkthrough is based on build 15.0.34197):

docker pull bcprivate.azurecr.io/bcsandbox-master:base-ltsc2019

 

After that, you need to create a Docker container. You can use your favorite PowerShell script, just remember to add the useCleanDatabase parameter. There are several ways to do this, and if youre interested you can find more information in this post. For the sake of this discussion, however, heres how I do it:

 

$credential = New-Object System.Management.Automation.PSCredential -argumentList "admin", (ConvertTo-SecureString -String "P@ssword1" -AsPlainText -Force)$imageName = "bcprivate.azurecr.io/bcsandbox-master:base-ltsc2019"$licensePath = "C:\..\l.flf" #put actual path to your license$containerName = "BC"New-BCContainer -accept_eula ` -updateHosts ` -containerName $containerName ` -auth NavUserPassword -Credential $credential ` -imageName $imageName ` -licenseFile $licensePath ` -doNotExportObjectsToText ` -includeAL ` -useCleanDatabase ` -memoryLimit 16g `

 

The container will start as a process and the output of the function will display in the PowerShell output window. Among other parameters you can find the URL for the web client. When you open it in a browser the Default Role Center should display.

 

a screenshot of a cell phone

Search for extension management, and then verify that your deployment contains System Application only.

Lets open VS Code and build something on top of the System Application that adds features to our Default Role Center.

Note: Make sure that you have the latest version of the AL extension for VS Code. The PowerShell output window contains the link to the .vsix file, so you can download it from the container.

In VS Code, run the AL:Go! command to create a new AL Project, and then choose 4.0 as the Target Platform.

Note: The project folder should be in a location that is shared with the container. For example, a folder in C:\ProgramData\NavContainerHelper will work.

When your project is created, follow these steps:

  1. Update the Server and Server Instance parameters in the json with the values from the PowerShell output.
  2. Remove the dependency on BaseApp from the json.
  3. Download symbols.

At this point you should have two app packages: Microsoft_System_15.0.<build>.0.app and Microsoft_System Application_15.0.<build>.0.app, as shown in the following image.

a screenshot of a cell phone

Now you are ready to code. Lets extend the Default Role Center by adding a language action.

pageextension 50101 "Test" extends "Default Role Center"{ actions { addfirst(Processing) { action("Languages") { ApplicationArea = All; RunObject = page Languages; } } }}

When you’re done with development, compile and publish your extension. The following image shows examples of other, more advanced elements that you can add, such as headlines and groups of actions. The language action we added is included in the SystemPages group.

a screenshot of a cell phone

And you can see your app on the Extension Management page.

a screenshot of a cell phone

The System Application is a work in progress, and new modules will be added in the future. If you want to peek at the latest, you can always go to the GitHub repository https://github.com/Microsoft/alappextensions. While youre there, if you see something you think weve missed, you can submit a pull request and we might add it. Additionally, if you think weve left out a module, you can submit an idea on https://aka.ms/bcideas.

The post Build on the System Application in Dynamics 365 Business Central using Docker appeared first on Dynamics 365 Blog.

Weird Internal Server Error on Publishing Extension

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I am working on a AL project which is on NAV 2018, and I have run into the below error several times now This happens when I publish my extension from VS Code using F5, the packing is created successfully...(read more)

Generate PDF from Document Templates in CDS & Dynamics 365 CE using native Web API with Flow

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The Create Quote PDF capability and the option to enable PDF generation was introduced in version 9.0.1905.2010 of Dynamics 365 CE. It can be enabled in the App Settings of the Sales Hub and it will add...(read more)

How to Create and Save a Customized SmartList

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Using SmartList to create your own version of an existing SmartList can give you more flexibility and allow you to quickly and easily find the exact data you seek within Dynamics GP.  This gives you access to your data without needing to access SQL Management Studio.

First Step - Open a SmartList

Open a SmartList of your choice by clicking Microsoft Dynamics GP | SmartList.  Expand the Module of your choice, expand the SmartList you want to see, and then click the asterisk to populate the default SmartList.  In my example, I have expanded the Financial | Accounts SmartList.

Add a Typical Balance column

To do this, follow these steps:

Click the columns button and then click the add button.

In the Columns window that opens, click the dropdown next to Available Columns, and choose All Columns. This allows you to see all the columns that you could possibly add to this SmartList.

Scroll down and find Typical Balance, click it, and click OK.

In the Change Column Display window, you can highlight the newly added field and use the buttons on the right to move the field up or down.

Click OK, and you will now see the newly added column on your SmartList.

Search this SmartList by Posting Type and by Typical Balance

The steps to do this are:

  1. Click the Search button at the top of my SmartList.
  2. In Search Definition 1, click the lookup and select Posting Type.
  3. The Filter will default to ‘is equal to’ because there are only two possibilities.
  4. Choose Balance Sheet as the Value.
  5. In Search Definition 2, click the lookup and select Typical Balance.
  6. The Filter will default to ‘is equal to’ because there are only two possibilities.
  7. Choose Debit as the Value.
  8. Click OK, and now you will see the results of your search.

The final step to preserve all of the changes made to this SmartList, click the Favorites button, give your new SmartList a Name, and click the Add dropdown.  This will allow you to either Add the Favorite or Add the Favorite with a Reminder.  Your new SmartList Favorite will appear in the list on the left as shown:

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