Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

alirazazaidi

How to deploy non production database to Production server Dynamics 365 for finance and operation.

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This activity is not recommended, but most of the time,  before go live , master data is configured on UAT server and rapidly used. And most of functional consultant do not want this activity on production. Due to time saving as well as they are too much busy on different projects. Any how we can do this. There was no option available directly deploy or restore UAT database to production. For this we have to create service request to Microsoft. This is step by step guide.

So first step is to login into LCS and then open your project

From project detail form click on create new service

Machine generated alternative text: 365 for Operations Implementation Project 5/31/2017 and develop oroduction environment mock cutover system health 7/15/2017 Deploy 3/25/2018 Test 5 Operate Description The entire project team should pa te in a Go Live Health check ta ensure all asp f the system are operating as expected; bat ctionaly and technically. Task history ENVIRONMENTS Subscriptions available SeNice requests PRODUCTION Environment hsa state: Deployed Full details SANDBOX: STANDARD ACCEPTANCE TEST V Environment 'at state: Deplcyed Full details SANDBOX: DEVELOP AND TEST V Environment dev state: Deployed Activate Wins-dws u etails

From Service request window. Go to service request and click on add new

Machine generated alternative text: tecycle Services namvcs Operations Implementation Project .A Corporate m ces Work items Open work items Support issues Service requests Hotfix requests Extensibility support requests + Add p Filter View environment details Reschedule Cancel Show cancelled requests Show finished requests onment name -uat Actionable by Sep.•ice Provider Provider Provider Downtime start 1/4/2020 PM (UTC +04:00) 10/9/2018 AM (UTC +04:00) 10/3/2018 AM (UTC +04:00) Downtime end da 144... 63066 61762 Maintenance Operation New deployment New deployment New deployment Service request st... Requested Requested Requested

From popup select Sandbox to production

Machine generated alternative text: ics 365 for Operations Implementation Project View environment details Reschedule Cancel Show cancelled requests Corporate Services LLC.) Show finished requests v"aintenance Operation Qew deployment Qew deployment Qew deployment Environment name Qui-I at Service request st... Requested Requested Requested Actionable by Provider Provide Pr Down 10 10 Create request Select request type Production Point-in-time restore Restore the database of an environment with an automatic backup taken at an earlier date. Sandbox to production Move e copy of sandbox database into production for Go Live Other request Create other requests Cancel

Next window you have to select the time. Sandbox source and prefer down time.

At least 4 hours from the creation of service request and 5 hours minimum downtime required

Machine generated alternative text: ished requests No Actionable by Provider Provider Provider Provider Provider Provider Provider Provider Request for sandbox to production Source environment name 3-uat Target environment name hse Preferred downtime start date 2/7/2020 9 v Preferred downtime end date 2/8/2020 1 v All times are displayed in your 'ocel time zone (currently UTC Please be aware that other users will see the time localized into their time zones. Recommended! To produce a clean database refresh, we recommend performing this action when user activity and batch jobs are minimized in the source em.'lronment. I agree selecting a preferred downtime date and time does not I agree this request will result in a downtime of up to 4 hours wi I agree copying sandbox into production will OVERWRITE the pr Submit Cancel

Check all check boxes for agreed after that submit button will enabled .click on submit for Microsoft request.

They reserve downtime for 5 hours but 90 percent deployment will complete with in couple of hours.

New courses are available for MB-700 solution architect certification on Microsoft learn

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Microsoft just update the certification link. The courses are just quick start, rest is up to you.

https://docs.microsoft.com/en-us/learn/paths/become-solution-architect/https://docs.microsoft.com/en-us/learn/modules/becoming-solution-architect/index

https://docs.microsoft.com/en-us/learn/modules/discover-customer-needs/index

https://docs.microsoft.com/en-us/learn/modules/propose-solution/indexhttps://docs.microsoft.com/en-us/learn/modules/work-with-requirements/index

https://docs.microsoft.com/en-us/learn/modules/fit-gap-analysis/index

Validate Event form control Extensions- Dynamics 365 for finance and Operations

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Very handy and quick tip. How to validate and cancel / failed validation logic in Dynamics 365 for finance and operations.. Here is
FormControlCancelEventArgs is key to return false in the case of validation fail.Very similar logic works for form data source field validate events. 

[FormControlEventHandler(formControlStr(BabayeeDaForm,  _BabayeDaTextBox), FormControlEventType::Validating)]
    public static void BabayeeDaForm_BabayeDaTextBox_OnValidating(FormControl sender, FormControlEventArgs e)
    {
var args = e as FormControlCancelEventArgs;
ret = checkFailed(' Main nahee mananah.');
            args.cancel(ret );
}

How to get calling menu name in extensions Dynamics 365 for finance and operations

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Today is small tip, Many times, we have to took decision based on the name of menu  on which form is called. By getting menu name we can use same form for different purposes.  We can write logic based on current form called from which menu item.

Following is the code snippet helps you to achieve this.

[FormEventHandler(formStr(LogisticsContactInfoGrid), FormEventType::Initialized)]
    public static void LogisticsContactInfoGrid_OnInitialized(xFormRun sender, FormEventArgs e)
    {
        FormRun formRun = sender;
        
        if (formRun.args().menuItemName() == "CustomerLogisticsContactInfoGrid")
        {
            FormDataSource      LogisticsElectronicAddress_ds =formRun.dataSource("LogisticsElectronicAddress");
            LogisticsElectronicAddress_ds.InsertIfEmpty(true);
            LogisticsElectronicAddress_ds.object(fieldNum(LogisticsElectronicAddress, Locator)).mandatory(true);
        }

MB-300 global address book and other address books Dynamics 365 for finance and Operations

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We are here

What is Global Address Book

Global Address book is common or single repository in Dynamics 365 for finance and Operations. The basic idea is that, everything is Party either it is Person, Organization, Customer, Vendor, Employee, worker, competitor or Contact.

Data is associated with Party, That have, Address, phone number,  email.

It is possible that one Party is Customer in one legal entity and Vendor in other legal entity.  Change in any place reflect any places.

Party detail can be vary based on either party is organization or  person.

Customer, vend, Contacts, Employee, worker, Applicate all identified as Party Role

The link between Global Address book and all other object can be explained clearly by Microsoft documentation

Machine generated alternative text: Address Book t: Perso Customer Prospect Worker user can belong to one or more Or anization is a type of Part plays a role of Vendor Competitor Applicant Contact c o o Can have one or more relates to o Location can have Quotation Sales Order Invoice Request for Quote Purchase Order More entities

Party Roles are considered to be as follow.

Customer is person or organization, who purchase goods or services from one or more legal entities.

Vendor is person or organization from organization purchase goods or services.

Contact. Is person that representor from vendor who communicate with organization.

Competitor– Person or organization, who provide the similar services or goods.

Applicant. A person, who applied to Job posted in your organization.

Points needs to consideration for Configure Global Address book

Points need to care before Configure Global Address book in your organization.

  • Sequence of First Name, Last Name and middle name in your organization.
  • Party record is delete automatically on deletion of Employee, worker, vendor or customer.
  • Notification in the case of Duplicate Party.
  • Should the Data Universal Numbering System (DUNS) number be included in a party record’s information?
  • If the DUNS number is included in a party record, should the uniqueness of the number be checked?
  • Party default, as organization or Person.
  • Role setup for private addresses.

Reference :

https://docs.microsoft.com/en-us/learn/modules/plan-config-global-address-book-finance-operations/

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/overview-global-address-book

MB-300- Certification guide Determine when to use workspaces Dynamics 365 for finance and operations

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Hello, welcome to this post, In this post I will explain about navigation concept. If we go through the skilled measured PDF released measured by Microsoft it is follow

  • Determine when to use Workspace.
Machine generated alternative text: Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations - Skills Measured The content of this exam was updated on November 1, 2019. Please continue scrolling to the red line section below to view the changes. Use common functionality and implementation tools (20-25%) Identify common Microsoft Dynamics 365 Finance and Operations features and functionality • • determine when to use workspaces identify use cases for Power Platform appsl including Power Apps, Power Bl and Microsoft Flow identify and differentiate between the global address book and other address books demonstrate Work Items functionality emonstrateMicrosoftDnamics365hnance andO eratlons naviation techni ues identify Inquiry and Report types available in a default installation

So what is workspace.

Workspace is one window to all operations performed by one role. Yes.

As this blog post is notes, So I can copied and paste things from different blogs added reference here.

So According to Microsoft

A workspace is defined as…

  • Part of the primary navigation mechanism.
  • A form that supports a business activity (a logical group of tasks that make up the work of a target persona).
  • A way to provide an initial overview and to increase productivity in the activity by allowing simple tasks to be completed directly in the workspace.
Machine generated alternative text: WORKSPACE Works ace Tile Pane Tabbed List Container Works ace Chart Pane Related Links Panel

When to use Workspace.

  • Provide deeper understanding of his task.
  • Without leaving Workspace End user can access all of pages.
  • Get Statistics of all operations, for example number of new sales order confirmed. Number of sales order delivered. And Number of Invoices generated.
  • Reduce the need of navigation.

If we explore the Customer Payments workspace it will something similar.

Machine generated alternative text: New OPTIONS p Customer payments Summary Record customer payment Customer transactions Invoices past due Payments not settled Find transactions Settlement history Customer invoices past due Filter V Number FT-INV-OOO... CUS-INV CUS-INV -00... SALE-CR-NT... CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO Customer 1 Payment Journals - not posted Payment Journals - not posted assigned to me Electronic payments sent need bank confirmation Due date Y 07/11/2019 07/11/2019 06/11/2019 06/11/2019 17/10/2019 17/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 23/10/2019 23/10/2019 23/10/2019 23/10/2019 23/10/2019 Currency AED USD AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED Amount 5,200.00 2,280.60 250.00 125.00 10,000.00 1,200.00 1,170.00 1,170.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 15,903.00 15,903.00 15,903.00 15,903.00 15,903.00 Balance 5,200.00 780.60 250.00 -125.00 10,000.00 1,200.00 1,170.00 1,170.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 15,903.00 15,903.00 15,903.00 15,903.00 15,903.00 CD Related information Reports Customer aging report Customer balance list with credit limit Customer posted paymentjournal rep... Deposit summary by customer report Deposit summary by date report Deposit slip report Detailed due date list report All customers Customer invoices due today Customers on hold Deposit slips A IN) Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer

Tiles

Rectangle box which behaves like a menu button. When you click on it, it will leads you to specific page. This contains specific information, that 10 Sales are pending for confirmation, 2 Sales orders are invoiced.

For example Sales Invoice workspace contains Something similar.

Machine generated alternative text: Customer payments Summary Record customer payment Customer invoices past due 1 Payment Journals - not posted Payment Journals - not posted assigned to me Electronic payments sent need bank confirmation All customers 0 Customer invoices due today Customers on hold 0 Deposit slips

List pages. This section contains the list pages For example sales Invoice contains following List Page.

  • Invoice past due
  • Payments not settled
  • Find transactions
Machine generated alternative text: Customer transactions Invoices past due Payments not settled Find transactions Filter V Number FT-INV-OOO... CUS-INV -00... CUS-INV SALE-CR NT CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO Settlement history Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Due date Y 07/11/2019 07/11/2019 06/11/2019 06/11/2019 17/10/2019 17/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 23/10/2019 23/10/2019 23/10/2019 23/10/2019 23/10/2019 Currency AED USD AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED Amount 5,200.00 2,280.60 250.00 125.00 10,000.00 1,200.00 1,170.00 1,170.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 15,903.00 15,903.00 15,903.00 15,903.00 15,903.00 Balance 5,200.00 780.60 250.00 -125.00 10,000.00 1,200.00 1,170.00 1,170.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 15,903.00 15,903.00 15,903.00 15,903.00 15,903.00

One optional link based on Graphs and Charts. Something similar.

Machine generated alternative text: 92.47%

Then comes Related links.

This section, contains hyperlinks with in Dynamics 365 for finance and operations which are related to workspace, for example. Sales Invoice workspace contains following links.

Machine generated alternative text: Related information Reports Customer aging report Customer balance list with credit limit Customer posted paymentjournal rep... Deposit summary by customer report Deposit summary by date report Deposit slip report Detailed due date list report

References

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/build-workspaces
https://docs.microsoft.com/en-us/learn/modules/navigate-finance-operations/2-navigation-elements

Power BI study links on Microsoft learn and certification preparation guide link

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Hi, all, I found following links on Microsoft Learn.

https://docs.microsoft.com/en-us/learn/modules/get-started-with-power-bi/

https://docs.microsoft.com/en-us/learn/modules/get-data-power-bi/

https://docs.microsoft.com/en-us/learn/modules/get-data-power-bi/

https://docs.microsoft.com/en-us/learn/modules/visuals-in-power-bi/

https://docs.microsoft.com/en-us/learn/modules/analyze-data-power-bi/

https://docs.microsoft.com/en-us/learn/modules/model-data-power-bi/

https://docs.microsoft.com/en-us/learn/modules/explore-data-power-bi/

https://docs.microsoft.com/en-us/learn/paths/create-use-analytics-reports-power-bi/

https://docs.microsoft.com/en-us/learn/paths/consume-data-with-power-bi/

https://docs.microsoft.com/en-us/learn/modules/create-data-visualizations-using-azure-databricks-and-power-bi/

https://docs.microsoft.com/en-us/learn/browse/?term=Power%20Bi

https://docs.microsoft.com/en-us/learn/modules/power-platform-mobile-management/

https://docs.microsoft.com/en-us/learn/modules/create-data-visualizations-using-azure-databricks-and-power-bi/

And If you want to do preparation excellent certification guide by Sergio and Sabrina Zenatti

Power BI Exam – 70-778 Analyzing and Visualizing Data with Microsoft Power BI