This blog post builds upon the code adjustment illustrated in the previous post and demonstrates how MS-Flow can be used for implementing a project stage workflow that assigns tasks to different users...(read more)![]()
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Project Stage Workflows
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Microsoft Dynamics GP Year-End Update 2019: New 2020 Payroll W-4 how does it work in Microsoft Dynamics GP?
Well, that is a GREAT question you ask! Lets dive into the specifics of this form and the year end change so you can properly set up your employees in the 2020 tax reporting year.
Here are some ...(read more)![]()
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Inventory Movement in Advanced Warehouse
In this week’s post we’re taking a look at inventory movement. Inventory movement happens all the time in a warehouse. An item may need to move to a different...(read more)![]()
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Business Central :How to Customize Base App
This blog explains how to customize the base app of business central (old fashion) .
Please Don’t customize the base app, Use extension wherever possible
Step 1 :- Copy Base Application from installer
Step 2 :- Unzip in designated... Read the full text.![]()
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The power of Dynamics 365 Sales and LinkedIn Sales Navigator
The capabilities in Dynamics 365 Sales empower your sales team with more intelligence and analytics, deeper integrations with LinkedIn and Office 365, and consistent user experience for web, mobile, and...(read more)![]()
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Dynamics 365 Customer Service: KB Automatic Filtering
I ran into a feature the other day that I thought would be worth writing an article about. This feature has been around for a while, but I feel that it might slipped in without a lot of us noticing, so here goes! Administrators can configure the knowledge...(read more)![]()
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Sender-attributes of e-mails
Fetching E-Mails from crm, there are multiple attributes. If you like to know, who has sent the mail, you need the attribute sender. This attributes contains the e-mail-address. But CRM also connects...(read more)![]()
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Configure Power Automate Flows for Easier Deployments
While creating Power Automate Flows (previously known as Microsoft Flow), I learnt a lot about deploying and constructing them efficiently and effectively. There are many ways to improve your Flow so that it runs better and it’s easier to deploy. This is how I make deployments of my flows easier using variables.
Setting the Connection string of the Connector Dynamically:
When setting the connection string for a Connector (E.g. SharePoint Connector, note: you can use this method for any connector) it is better to use a variable in the URL field. The example below demonstrates initializing the variable, retrieving and setting the connection string variable from data stored in Dynamics 365 and then applying the variable to the URL field so that the SharePoint is dynamic per Environment.
As you can see this Flow is triggered when an HTTP request is received, it then retrieves the SharePoint URL from the Dynamics 365 environment and is used in the SharePoint connector on the action ‘Get Files’.
To set the ‘Site Address’ part of the SharePoint connector you select ‘Enter custom value’ as shown below:
Then you can use the value from your ‘Initialize SharePoint URL’ variable as shown below:
Why is this so useful?
When there are multiple actions all connecting to the same environment you would usually have to manually set each of these when deploying to a new environment. You may have a DEV environment, a UAT environment and a Production instance and when deploying you must set the connections to the relevant environment. If you have reference data stored in your Dynamics 365 instance you can retrieve it from there and place it in the ‘Site Address’ so you only set it up once.
This will improve the accuracy and speed of your Flow deployments! Have a go and notice the smooth improvements.
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DynamicsPower! Brussels 2019
This weekend I was back in Brussels for DynamicsPower! Brussels 2019 and what an amazing lineup it was! A big thanks to Raz ( LinkedIn ), Joris Poelmans ( LinkedIn / Twitter ) and the rest of the team...(read more)![]()
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Tips & Tricks: Going full screen with control add-ins in BC150
Long time no see here, for I don’t know which time. That’s how it is these days, life kicks in, work kicks in, stuff kicks in, and then time flies and months go between posts here.
I am currently delivering my “Developing Control Add-ins using AL language” workshop at the first pre-conf day of NAV TechDays 2019, and while my group is busy developing their control add-in, I decided to answer the question I got five minutes ago: “can we please have this piece of code”?
So, here it goes. This little trick will allow you to go full screen with your control add-in in BC150. Having a full-screen control add-in is not something that you can do with just setting properties on your controladdin object, but it’s absolutely possible. Also, this is not something you can only do with BC150 – as a matter of fact you can do it in every single version of the Business Central or Dynamics NAV web client (or tablet, or phone client for that matter). However, every single client and every single version has a different overall HTML structure, so this particular trick applies to BC150. It may work on 140, it may work on 160 in the future, but it also may not.
The principle is the same, though: you hide unnecessary screen elements, and you make your control add-in iframe element full width and full height, and that’s it.
This is what your controladdin object must declare:
And then, this is what your control add-in initialization JavaScript code should do (typically you’d put this into your startup script):
function initialize() {
function fill(frame) {
if (!frame)
return;
frame.style.position = "fixed";
frame.style.width = "100vw";
frame.style.height = "100vh";
frame.style.margin = "0";
frame.style.border = "0";
frame.style.padding = "0";
frame.style.top = "0";
frame.style.left = "0";
frame.ownerDocument.querySelector("div.nav-bar-area-box").style.display = "none";
frame.ownerDocument.querySelector("div.ms-nav-layout-head").style.display = "none";
}
window.top.document.getElementById("product-menu-bar").style.display = "none";
fill(window.frameElement);
fill(window.frameElement.ownerDocument && window.frameElement.ownerDocument.defaultView && window.frameElement.ownerDocument.defaultView.frameElement);
}And that’s it.
Good luck full-screening!
Read this post at its original location at http://vjeko.com/tips-tricks-going-full-screen-with-control-add-ins-in-bc150/, or visit the original blog at http://vjeko.com. 5e33c5f6cb90c441bd1f23d5b9eeca34
The post Tips & Tricks: Going full screen with control add-ins in BC150 appeared first on Vjeko.com.
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SmartList Export Options
Today’s #TipTuesday post is the last in my mini-series of SmartList tips for Dynamics GP. I’m going to walk through a very simplistic example of an export from an Account Transactions smartlist, to Excel, where a macro will do some basic formatting and create a formula for Net Amount.
The method I show below is just one way to do this, and it’s a mini end-to-end example that you can follow if this is your first time using this feature. The intent of SmartList Export Options is to automate repetitive tasks. If you export SmartLists a lot and continually do the same things to the exported file, then read this post to see how you might be able to automate part of your work with that particular export. While the example is simplistic, the options are fairly limitless with what you could do with VBA in Excel!
Step 1 – get the Excel file ready
I start with exporting the SmartList I want to work with. I save that particular set of columns as a Favorite so that it’s “fixed” (more or less!) and it’s at the Favorite level that you will associate the macro to later.
At this point, I have some data to work with to create and fine-tune my macro. If you’re not used to working with VBA, one way to quickly get something to work with is to plan your steps, then record the macro to get some of the commands ready. Here’s a brief .gif example of me doing just that to show you what I mean.
My steps were:
- Rename the tab (optional, just one thing I like to do)
- Formatting – choose your preferred font, size, alignment etc.
- Column resizing
- Number formatting
- Search and replace the C$ prefix on my dollar columns
- Adding a formula for Net Amount
My macro recording looked like this code below (after some cleanup to streamline a few steps). The arrow shows the macro name. I chose to leave it as “TestMacro” but ordinarily I would give it a more meaningful name. This name – whatever it is – is what you would put in the Export Solutions window when you create this later.
I’ve also highlighted an area that I would be fixing if this were real. It’s a specific range of cells for copying my Net Amount formula down to. If this were a production macro, I would be changing this code to “find” the last row and copy the formula down so that it worked no matter how many rows of data exported.
At this point, save this file somewhere as an macro-enabled file (.xlsm). If it’s an Export Solution that others will use, ensure you save it somewhere that is accessible by all users.
One side note: I usually am testing and re-testing the macro thoroughly before moving on, using the original test data. Once I’m happy with how it works in Excel, the rest should be easy!
Step 2 – Export Solution setup
Now that your macro is working, go back into Dynamics GP and SmartList. Click on the SmartList button on the toolbar > Export Solutions.
In the Export Solutions window, click on New at the bottom of the screen.
- Type in a name and note: this is the name the user will see in the Excel drop down menu in SmartList.
- Browse to your Excel macro enabled file.
- Enter the name of the macro for a Preparation Macro if you have one. This would be a macro you want to run before exporting the data to Excel, such as clearing out a pivot table.
- Enter the name of the macro for the Completion Macro. In my case, my VBA macro name was “TestMacro” so that is what I put here.
- Select a Visible To setting – everyone or yourself only.
- Choose the application – Excel or Word
- Browse through the SmartList objects and once you find the one you want this to be attached to, expand and mark one or more SmartList Favorites to associate the Export Solution to. The only caveat is you want to ensure that the favorites all have the same column layout (or, more specifically that the macro would run properly on all of your selections). In my example I’m adding a formula so I need something with F & G as Debit and Credit and then H empty to put in Net Amount. Columns A to E technically could be anything else, and it would still work.
- Click on Save and close the window to test it.
Using an Export Solution
If you select that SmartList object but don’t select a favorite with an Export Solution built for it, the Excel button is normal, like the screenshot below.
If you select a SmartList with an Export Solution built for it, the Excel button will appear as a drop down list, like this screenshot below.
Now clicking on Excel doesn’t immediately export anything, you must select either Quick Export (the default no-macro-enabled export) or one of the Export Solutions. I only have one Export Solution on this favorite, so I see 2 options in the drop down list – the Export Solution and Quick Export.
Note that the name is what I called this from the setup window above so in a practical use, calling it what I did would not make sense; it would be better to name it something indicative of what the solution looks like when I’m done. “Export with Net Amount” or something like that…
If I select that Export Solution example, Excel does its thing and immediately runs the macro. If the macro is small enough (fast enough), it’s so quick you won’t see it working, so you really want to test it with a different set of data than what you mocked up your macro with – i.e. filter the data differently to have more or less rows of data than what you started with for example.
Here is what mine looks like after export, basic, but a good example to follow to practice this!
Summary
There are lots of things you can do with this functionality and it’s fun to play with scenarios. For a client, they had a process where they exporting a certain SmartList, formatting and sorted it a specific way, subtotalled the sheet, and created a pivot table for it. We recreated that in an Export Solution and while it doesn’t save hours of time per use, it saves minutes of time every time they export that particular set of data which adds up over the year. It’s a very simple time-saving or automation tool that anyone can build right away.
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4 Signs it’s Time to Migrate to a Cloud ERP System
Many business leaders are naturally apprehensive about buying or upgrading the ERP system if they weren’t happy with the previous one’s costs and results. However, scalable and flexible cloud-based...(read more)![]()
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4 Signs it’s Time to Migrate to a Cloud ERP System
Many business leaders are naturally apprehensive about buying or upgrading the ERP system if they weren’t happy with the previous one’s costs and results. However, scalable and flexible cloud-based ERP software saves money, overcomes past problems and creates new solutions. Cloud ERP software offers sustainable models that reduce the need for in-house staff, hardware and databases. Here are 4 warning signs your company should be looking at a Cloud ERP Migration:
Outdated Technology
Updating an older system to modern requirements and new hardware needs can be an expensive and time-consuming project that only delivers short-term benefits. If the underlying software and database infrastructures have aged past support dates and the system’s growth capability is limited, it’s time for a cloud ERP system. The older an ERP system is, the higher the current maintenance and future upgrade costs will be. Moore’s Law, which predicts the systematic increase of computing power, also applies to ERP systems.
User Unfriendliness
When IT staff and the technical savvy are struggling with the ERP system, it’s a good indication that it’s time for a software change. Bear in mind that their comments are quite useful for planning and customizing the future ERP system. User complaints should be collected and analyzed to highlight needed tools and under-performing areas. Some of the most important aspects of user friendliness include agility, usability, transparency and smartphone mobility. The best cloud ERP software will contribute to growth opportunities and business-building activities.
Information Overload
Some companies suffer from having so much data that there are too many answers and possibilities. Having a centralized source of information minimizes conflicting evidence and solutions to critical business questions. Global expansion and acquisition growth outside of core markets may also create internal gaps and miscommunication. On the other hand, some companies suffer from information under load when they cannot access and leverage basic data. This tends to occur when there are unstandardized data formats and a confusing variety of data tools and warehouses.
Changing Needs
Legal, financial and regulatory compliance requirements continue to increase in certain industries. This includes investment and health care industries that will suffer serious penalties and consequences for misreporting data and mishandling private consumer information. The current ERP hardware may offer robust capabilities, but heightened departmental needs may collectively slowdown the system’s overall performance. Cloud-based ERP systems often offer unlimited agility and scalability to respond to changing business trends and demands.
Robust cloud-based ERP systems offer enhanced security, excellent affordability and some of the most advanced data collection and analysis tools available. Explore the potential benefits and capabilities of cloud ERP systems with TMC by contacting us here.
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Microsoft Dynamics GP October 2019 Release New Feature: Exclude Inactive records for Human Resource Benefit and Deduction lookups!!
With this release of Microsoft Dynamics GP, Human Resources has been enhanced to allow users to exclude inactive benefit and/or deduction codes from some HR Lookup windows. This enhancement provides t...(read more)![]()
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Microsoft Dynamics GP Year-End Update 2019: General Ledger
It's hard to believe it's already that time of year again! Please review the information below to ensure you have a smooth and seamless year-end in General Ledger:
Does the Year-End Updat...(read more)![]()
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Blog Series: Third-Party Logistics via EDI
Outsourcing distribution to 3PLs, also known as third-party logistics, public warehouses or logistics service providers, is increasingly popular for many companies, especially those expanding into new markets. 3PL’s allow companies to focus on their core strengths, while leaving the physical storage and distribution of their goods to the experts.
To make outsourced logistics seamless and cost-effective, advanced organizations implement electronic communications through EDI. Data Masons has worked with over one hundred companies on 3PL via EDI implementation, and is pleased to present our three part blog series, most useful for companies considering utilizing a 3PL or implementing EDI messaging into their existing 3PL process.
The first part discusses X12 EDI standard most frequently used by 3PL’s. Part two discusses master file exchanges. And part three details the five transaction scenarios.
For more information about how other EDI customers have found success, read our white paper, Customer Successes and Challenges.
About Data Masons Software
Data Masons delivers EDI Made Simple by providing cloud-based and on-premise EDI solutions that deliver immediate value through simplified setup, advanced capabilities and expert service. Data Masons' product flexibility and professional service offering have made it the ideal partner to deliver scalable business document integration at more than 1,500 global enterprise customers. Data Masons is a privately held company headquartered in Sarasota, Florida, USA and with locations in Amsterdam, Netherlands, Manila Philippines, and Sydney, Australia. Additional information about Data Masons and its solutions is available at http://www.datamasons.com
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No capacity available please check with your administrator error while using business card scanner control in Dynamics 365 Sales
We might get below error while trying to use scan business card feature in Dynamics 365 Sales This is because as pre requisite it requires AI Builder licensing. https://docs.microsoft.com/en-us/ai-builder...(read more)![]()
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Changing how leave balances display in ESS
Every so often working with Talent I’ll stumble on a parameter that either I haven’t noticed before, or that’s been recently added. I had that experience today with a drop down under Human resource parameters...(read more)![]()
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6 Ways Partners Build Sustainable Profits with Microsoft Dynamics 365
Your customers are clamoring for more cloud-based solutions beyond Office 365. This growing demand opens new doors for partners to offer Microsoft Dynamics 365. Are you ready to take advantage of these...(read more)![]()
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Create your own Insight Cards with Power Automate in Sales Insights
Sales Insight’s cards are not just restricted by what is provided by Sales Insights for your Org, you can make your own using Power Automate too. Here’s how –
Requirements
These features aren’t free...(read more)![]()
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