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D365 Finance and Operations and Power Automate – #Issue Alert 2
Category: D365 Finance & Operations,Power Automate Author: d365bits Date: 1 month ago Comments: 0

Today I’m going to cover about an issue which I faced recently when running a Power Automate to update D365 Finance and Operations. I will explain further using below scenario and give more understanding on the issue.

Let’s create a manual trigger flow to create a Sales Order Header record. If you would like to know more about how to create manual trigger flow please check my previous blog post.

Create Manually Trigger Flow as shown below. This flow will use SalesOrderHeadersV2 entity and create a record.

Let’s try to manually trigger this Power Automate flow as shown below.

And my Power Automate flow failed and get the below error message.

An error has occurred. Write failed for table row of type ‘SalesOrderHeaderV2Entity’. Infolog: Error: BOX API can’t be used from non-interactive sessions.

What is the reason for the issue. If you try to create manual record in this case in the system you will notice there is a Pop-up message for transferring the customer information.

Let’s find the setup for this prompt in Account Receivable Parameters > Sales Setup > “Prompt for customer Information”. Let’s just disable this setup for the moment and retest the Power Automate flow.

And you would notice the Power Automate flow ran without an issue and you are able to proceed with creating Sales Order Header record.

The reason for the issue is that Power Automate was unable to complete the Prompt message. Therefore if we disable this setup as I have shown above then the Power Automate is successful and record will be created.

But if you want to still have the same setup for GUI and you need to by pass this prompt when you create a record via Power Automate then you would require some customization to achieve this.

Note: Idea about taking this scenario is to show case this error message and to show the reason for it.

Thanks for reading this blog post and I will meet you with the next post.

Source: Kausun


How to setup and use Teams bot for Dynamics 365 Customer Insights – EP9
Category: Dynamics 365 Customer Insights,Teams Author: d365bits Date: 2 months ago Comments: 0

#QTMBA – EP9

In this episode Manonmani joining with me and she shows how to setup and use Teams bot for Customer Insights and when we are doing the recording this feature was in preview.

EP9 – How to setup and use Teams bot for Customer Insights

You can find reference in Microsoft docs in here.

Hope you will enjoy this episode and stay tuned for more videos to come. 😊

You can subscribe to my YouTube channel https://www.youtube.com/c/d365bits so that you will not miss any one of them ! 

If you have missed out the previous episodes please check out below.

  • EP8 – Advanced Filtering in Model Driven Power Apps
  • EP7 – D365 FinOps 10 Tips in 10 Minutes
  • EP6 – AI Builder and D365FO
  • EP5 Rebate Power App with D365FO
  • EP4– Business Events with Dynamics 365SCM
  • EP3- How to create Manual Trigger Flow with D365 SCM using Power Automate
  • EP2– Power Virtual Agents with D365 SCM
  • EP1- Exposing custom fields on data entities

Source: Kausun


Microsoft Inspire 2020
Category: Events,Power Platform,PowerApps,Teams Author: d365bits Date: 2 months ago Comments: 0

Microsoft Inspire 2020 kicked off today few hours ago and it is up and running live now and there were some great announcements came through so far from the sessions. I will be going to cover some of the announcements that I was able to capture today for the benefit of the community.

Aliesha Pulliam and Jeff Dubois started the Microsoft Inspire 2020.

Gavriella Scuster talks about the partnership priorities and the impact which it had from the pandemic and the social injustice issues.

Judson Althoff talks about Purpose driven digital technology innovation to benefit the society.

This is the purpose driven digital diagram which helps us to understand what are the key current demands in society.

Nick Parker thanks to the partners during this difficult time how they have helped the organizations to still continue the businesses.

It’s amazing to see the statistics in this year so far.

Also explains the three clouds creating enormous opportunities to the partner ecosystem.

Microsoft Digital feedback loop was explained by Alyssa Taylor.

3rd Party solutions can leverage on Microsoft 365 , Microsoft Dynamics 365 , Microsoft Power Platform and Azure.

These are the ways in which Microsoft modernize the ISV experience.

Great momentum in the ISV Ecosystem.

ISV Market seems to be quite attractive for the next 6 years. And Power Platform seems to be really beneficial for the ISV’s in rolling out new solutions quicker to the market as per their needs.

There has been some improvements which has been done by Microsoft in App sources and there are more to come as well.

There are so much opportunities Microsoft Teams brings to the partner ecosystem. Below are the FY21 Teams priorities and partner big bets.

There is so much for the partners to leverage on with Microsoft products. Exciting times for the Partners.

This is the difference which Microsoft has and it is shown in the below image what it can provide you.

Mitra Azizirad walks us through on AI at scale, Autonomous Systems and Microsoft vision for giving everyone to try and use AI.

Some resources about AI for later exploration.

Power BI is unmatched with the capabilities in BI experience.

Customer Insights session was interesting as well I have captured some useful slides from the presentation.

Customer data is key and if you can leverage on that it will be very beneficial for the organizations. Customer Insights give the 360 degree view of your customers.

I did like this slide which gives great overview of the Customer Insights . It’s also interested to 50% new customers are coming from customer Insights.

Biggest Announcements

Alysa Taylor was announcing the launching on the Microsoft Cloud for Healthcare. This is for the partners to co-innovate healthcare with Microsoft.

The security is always an important aspect with healthcare and this is what you will get with the platform.

Partners can take the opportunity of the Microsoft Cloud Healthcare as shown below.

Power Platform Related

This new solution Return to Workplace which is rolling out by Microsoft helps organizations when reopening physical locations after the COVID.

Teams Related Announcements

The list of new features announced today for Teams are shown below in the image.

Gallery View up to 49 people maximum.

Together mode and this also scales up to 49 people.

This event make it possible to have virtual Hi5 too.

If you are running late this will be the new way to notify everyone so that you know everyone saw your message.

Send your emojis to your colleagues video , now you can show your emotions to them. This is a really great authentic way to get the sentiment for the group Teams meetings.

Turn on the live captions so you know who is talking.

New feature which can enable the Live transcriptions.

Microsoft Dataflex is another big announcement in Microsoft Inspire 2020. Dataflex will be included to your tenant with Teams licenses and there will not be any additional cost involved with it.

As per Microsoft experts the Dataflex is the subset of features from CDS and will be available in Teams and able to embedded as well. What we know as CDS today with the enterprise capabilities will be called as Dataflex Pro.

Image

Editing you Power Apps from Teams

Power Virtual Agents in Teams makes it easier for you to build your chat bots easily.

Power BI Inside Teams

Share your reports to the channels that you would like to.

I hope these will help you in day to day use of the Microsoft Products and it’s an amazing event #MSInspire and I will continue to update as I tumble across new updates. 

Source: Kausun


Advanced Filtering in Model Driven Power Apps – EP8
Category: Advanced Grid Filters,Model Driven Power Apps,Power Apps,Power Platform,PowerApps,QTMBA Author: d365bits Date: 2 months ago Comments: 0

In this episode Linn Zaw Win joining with me and he shows new feature Advanced Filter in Model Driven Power Apps which was released as part of 2020 Release Wave 1. 😊

Model Drive Power Apps – Advanced Filter

You can find reference in Microsoft docs in here.

If you like to check out Linn’s blog you can find it here.

Hope you will enjoy this episode and stay tuned for more to come. 😊

You can subscribe to my YouTube channel https://www.youtube.com/c/d365bits so that you will not miss any one of them ! 😊

If you have missed out the previous episodes please check out below.

  • EP7 – D365 FinOps 10 Tips in 10 Minutes
  • EP6 – AI Builder and D365FO
  • EP5 Rebate Power App with D365FO
  • EP4– Business Events with Dynamics 365SCM
  • EP3- How to create Manual Trigger Flow with D365 SCM using Power Automate
  • EP2– Power Virtual Agents with D365 SCM
  • EP1- Exposing custom fields on data entities

Source: Kausun


D365 FinOps 10 Tips in 10 Minutes – EP7
Category: D365 Finance & Operations Author: d365bits Date: 2 months ago Comments: 0

In this episode I have special guest Julia Simpson joining with me again and this time around she shows her favorite 10 tips in 10 minutes with D365 FinOps in this episode. 😊

01. View Details

02. Exporting to excel

03. Filtering with wildcard *

04. Filtering with wildcard ..

05. Today’s date using D

06. Math functions inside field

07. Skip tab for selected field

08. Distribute amount for non-stock Items / Procurement category purchases

09. Tips on Tiles

10. Document preview / use print management

And you can find Julia’s blogs here. Thanks a lot for Juia for joining with me for this episode.

Hope you will enjoy episode and stay tuned for more to come. 😊

You can subscribe to my YouTube channel https://www.youtube.com/c/d365bits so that you will not miss any of them !

Source: Kausun


Scan your Business Card & Create D365FO Contacts record
Category: AI,AI Builder,D365 Finance & Operations,Power Platform,PowerApps Author: d365bits Date: 3 months ago Comments: 0

How many times have you come across exchanging business cards during meetings. This is very common and still the practice that people use physical card to carry their business related contact details.

Previously If you receive this business card from a client then you would need to enter this manually to D365FO.

Now you can use Power Apps and AI Builder to capture the text of business card by scanning it. Then uses Power Automate to connect with D365FO and to update the contact record.

I have previously done posts on how you can use Power Automate flows with D365FO. If you would like to learn more you can find that in the link here.

If you take a look at AI Builder It enables your subject matter expert to start creating AI application with the organization data and you wouldn’t require to have a data scientist to do that. I have created three screen Canvas App and the screen shots are shown below.

This is the Landing page and this will help user to navigate to the customer accounts screen
In this screen user will search and select the customer account which they would like to update the contact details
This is the third screen where user can scan the business card and then edit the captured data if necessary and then proceed to save the record.

Once user saves the record the Power Automate will run and update the contact details. The flow related expression is shown in below image.

Scan business card edit and save to created contact record

Let’s have a look at the Power Automate which was used for this scenario. In the below flow details such as First Name, Last Name , Email, Company and Party ID is captured from the Power Apps.

Once the Power Automate

Power Automate which was used in this scenario is shown above

Use Initialize Variable for the values which are passing through Power Apps. Then use create record ad select ContactPersons entity.

Uses Contact Persons entity as shown here

Fill in all the related fields under the create record and then you can test this to check if your app is working and update the scanned contact details back to the D365FO.

Source: Kausun


Issue Alert 1 : RetailDlvModeExplodeJob
Category: D365 Finance & Operations Author: d365bits Date: 3 months ago Comments: 0

Process delivery modes batch job RetailDlvModeExplodeJob might be taking more time / significant time to execute in 10.0.9 version and you would need to update the below binary update to fix it.

Find the link here for 10.0.9 fix

And if you are already using 10.0.10 version then there is another link I have posted below for the binary update.

Find the link here for 10.0.10 fix

Hope this will help you if you face this issue.

Source: Kausun


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