D365 Finance & Operations
3 Methods to execute Warehouse Mobile Functions in Dynamics 365 Supply Chain Management
Category: D365 Finance & Operations,Warehouse Management Author: d365bits Date: 1 day ago Comments: 0

In this blog post I will explain about the three methods which you have to access and execute the Warehousing application functions for Dynamics 365 Supply Chain Management.

Method 1 : Install Dynamic 365 for Finance and Operations – Warehousing application in the RF Gun or mobile device

 You can either use mobile or RF gun and install the Warehousing Application in the respective device. If you are using the mobile device then the scanning will be carried using the camera as scanner.

From my experience in warehouses RF gun is the ideal since camera scanning function will be varied depending on which phone you are using and it’s called as a native function.

You can use RF Gun and Install the Warehousing Application
You can also use a mobile device and Install Warehousing application

Method 2 : Use Warehousing app from Microsoft Store

Download the application from Microsoft store “Dynamics 365 for Finance and Operations Warehousing” and then install the application and continue to setup the setting details and then you can start using the warehousing mobile functions.

Method 3 : Web Emulator

After the D365 Finance and Operations URL similar like shown below paste the value after “/” as ?mi=action:WHSWorkExecute&cmp=“COMPANY”

Make sure to replace the company value which you are working with for an example if the company is USMF it will look like below.

?mi=action:WHSWorkExecute&cmp=USMF

Example is shown below how the full URL looks like.

https://abc.operations.dynamics.com/?mi=action:WHSWorkExecute&cmp=“COMPANY”

Once you have used the correct URL and load the web page emulator login page will display like below.

Usually if you have system administrator role the you will be able to access the emulator like this method. Warehouse workers are suppose to use the warehouse application to complete the tasks this option is only for administrator testings.

Thanks for reading this blog post. This is a quick blog post about how you can utilize the warehousing mobile functions for the D365 SCM. Will meet you again with the next post.

Source: Kausun


How to create Manual Trigger Flow with D365 SCM and Power Automate
Category: D365 Finance & Operations,Power Automate Author: d365bits Date: 3 weeks ago Comments: 0

Microsoft Dynamics 365 for Fin & Ops connector in Power Automate helps to connect with Dynamics 365 Supply Chain Management and Dynamics 365 Finance. Similarly, the Microsoft Dynamics 365 for Fin & Ops connector also able to use with Logic Apps and Power Apps as well.

Today we will focus on creating a manual trigger flow using Power Automate with D365 Supply Chain Management.

You might be wondering why do we need to use manual triggers. Manual triggers are great asset for you to start with your complex flow creations. Use the manual trigger flow to test basic flow requirements in terms of fields and values which you need to have to complete the flow successfully. This manual trigger flow is kind of a stepping stone for your complex flows which you will build.

Click New > Instant – from blank

Provide a Flow name and then select Manually trigger a flow. Then click create.

Click Add an Input

Click on Text

Enter the name as “Currency” and then select the Add a drop-down list of options.

Add a drop-down list of options for the currency and add “NZD” & “USD” as shown below.

Similarly continue the same method and add Sales Agreement Classification and Customer accounts. Once you have completed this step it should look like below image.

Once this step is completed add Dynamics 365 for Fin & Ops connector and select the Instance and entity name.

Select the customer account value , Sales agreement classification value and currency as shown below.

Now you can proceed to save the flow and then start testing this flow. Select I’ll perform the trigger action and then click Test.

Select the respective values for the fields Currency, Sales Agreement Classification and Customer and then click Run Flow.

This creates a Sales Agreement header record as shown below in D365 Supply Chain Management.

Once you have successfully tested you can start building your complex flows. The Manually trigger a flow step of this flow can be received from Power Apps I will discuss more about how you can achieve that in another blog post. 😊

Source: Kausun


Power Virtual Agents with D365 SCM
Category: D365 Finance & Operations,Power Automate,Power Virtual Agents Author: d365bits Date: 4 weeks ago Comments: 0

EP2 – #QTMBA

Power Virtual Agents (PVA) is part of Microsoft’s low code Power Platform and this gives the capability of creating Intelligent chat bots. You wouldn’t require to having a data scientist helping you to build it. PVA can answer questions as well as take actions in response to the customer responses.

Isn’t that amazing if I tell you that you have the ability to create intelligent chat bots with your data in ERP system such as D365 Finance and Operations App. But you might be wondering how much effort you need to put into built this bot. It’s not difficult at all you can follow steps I have given below and create your own Intelligent chat bot with connecting D365 Finance and Operations.

One more thing to note here is that when PVA is utilizing the power of Power Automate connectors to connect with Dynamics 365 Finance and Operations.

Let’s look at an example that we want to build a chat bot which has the capability to inquire about confirmed delivery date of a sales order.

Firstly you can create new topic by pressing New topic.

Click New topic

Provide the Name , Description and then Insert your Trigger phrases

Once you have created the new topic it will be appearing under User Topics.

Click on Go to authoring canvas icon from the topics page.

You will see Trigger Phrases which you have entered in the earlier step. Then proceed to add two new questions as shown below.

Question 1 : Please provide the company code

Question 2 : Please provide your sales order number

Make sure to provide a proper variable name to identify your variable easily. In this example I have used CompanyVar and SOVar.

Next add in action to create a flow. For this you have to use Call an action option

Then click on Create a flow to create new flow.

Create a flow

Add in Inputs Company_Input and SalesOrder_Input use

Inputs from PVA
Select Dynamics 365 for Fin & Ops connector

Select the Instance and Entity Name. Then provide object id these are the inputs coming from PVA. First it should be the company code and then it has to be sales order as shown below. Make sure to provide in below format.

@{triggerBody()[‘text’]},@{triggerBody()[‘text_1’]}

Next up need to provide return value to PVA. In this scenario it will be confirmed ship date. Select the respective field accordingly and it should look like below image once completed.

Once your full flow is completed it will look like below.

Then you can continue to add it in your PVA. Select the flow and then provide the variables as shown below. Also need to add the response message as shown below.

One completed this step you can End of Conversation or can continue to add more scenarios. I have few scenarios and will cover in the next set of blogs so stay tuned.

Once you added the End of Conversation then you can start on testing your bot.

You can proceed to publish the bot and then use a Demo website to check your bot.

Have fun with creating Intelligent chat bots with D365 SCM. 😊

Source: Kausun


Exposing custom fields on data entities
Category: D365 Finance & Operations Author: d365bits Date: 1 month ago Comments: 0

There are some scenarios where you would require to add in new custom fields to track additional details in Dynamics 365 for Finance and Operations. This feature “Create New Field” was enabled from the platform update 13 and it was great feature addition to the system and it enables to add custom fields directly using the user interface.

With the introduction of version 10.0.9 there is a new feature which enables in D365 Finance and Operations to add a custom field and then expose this custom field in data entity. Furthermore, data entities are utilized in the office integration overview feature, data import and export scenarios and we can also display it in the Power Apps too. Let’s look at exposing this custom field and display it in the Power Apps.

Let’s demonstrate a scenario where you would require to have a legacy system purchase order code .

Therefore firstly we need to create a new custom field called “LegacyCode” to the Purchase Order screen.

Right click on the header and then select Add Columns.

Right Click on Add Columns
Adding a new field

Click on create new field icon as shown above.

Then select or enter data in the following fields.

  1. Table Name
  2. Name Prefix
  3. Type
  4. Label
  5. Help Text
  6. Length
Enter or select the data in the required fields

Click yes button to proceed to add the field into the PurchTable as shown below.

Click yes button to add the field into the PurchTable

Once the field is added the following screen will be shown.

LegacyCode is showing in all fields

Navigate to the path : System Administration > Setup > Custom Fields

Click on the custom fields

Select the respective table from custom fields form. In this example it is “PurchTable” and then you would see the newly added field “LegacyCode” then proceed to edit the entities and select which entity/entities you would require to add the field.

Once the above step is completed then click “Apply Changes”.

Select the entity and apply changes

Add in the newly created field to the grid and then save your view.

Add new field to the grid

You can use office integration capabilities and use Excel Data Connector add-in and upload the data. In the below example I have manually updated the field value.

Update the LegacyCode Value

Proceed to Power Apps (https://make.powerapps.com/home) and then select Canvas App from blank option and proceed to create new app.

Select the connector as “Dynamics 365 for Fin & Ops”.

Select the connector
Connect to data

Choose your dataset and then choose the respective table in our scenario “PurchaseOrderHeadersV2”.

Select Dataset
Choose Table

Add a gallery and select the data source.

Add a gallery and select data source

Add in the Text fields “Purchase Order” , “Legacy Code” and “Approval Status.

Add in a Text input control and then set your “Items” control expression as shown below for the Gallery.

I do not go through how to change the User Interface in this blog post. Maybe in a future blog I’m looking forward to cover that part.

After adding the fields and changing the User Interface

Hope you will enjoy this new feature and let me know your feedback. 😊

Source: Kausun


Analytics with D365 & Power BI
Category: D365 Customer Engagement,D365 Finance & Operations,Power BI,Power Platform Author: d365bits Date: 1 year ago Comments: 0

Analysing Data is essential for D365 F&O or D365 CE. Power BI transforms your D365 data into graphical reports and dashboards. It helps in tapping into the actionable data insights and businesses to make smarter decisions.  The session covered the following areas.

– Leveraging on Power BI with D365 F&O and D365 CE using content packs, solution templates and extending from the solution templates

– Advanced capabilities exist for Data Integration and Data Export Service with D365 CE

– Capabilities of drilling down to the financial data in D365 FO using the embedded Power BI Content

– Tapping into the future possibilities which exist with using Azure Data Lake for the Analytics with D365 FO and Power BI

I delivered the above session in D365 Sri Lanka event which was held on 2nd of January 2019.

Please find the slides in below link. Special thanks to Nadeeja Bomiriya (MVP) for compiling excellent speaker sessions on the d365.technology site. I would encourage to look at the other sessions as well.

https://d365.technology/blog/2019/02/13/analytics-with-d365-power-bi-kasun-pathirana/

Source: Kausun