D365 Finance & Operations
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

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: 2 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

Rebate Power App with D365FO
Category: D365 Finance & Operations,Power Automate,PowerApps Author: d365bits Date: 3 months ago Comments: 0

In this episode I have a special guest Julia Simpson joining with me and she explains about Rebate Power App with D365 FinOps in this episode.

And you can find Julia’s blogs here.

Hope you will enjoy this episode. 😊

Source: Kausun

How to create Business Events in Dynamics 365 Finance and Operations
Category: Business Events,D365 Finance & Operations,Power Automate Author: d365bits Date: 3 months ago Comments: 0

If you are wondering what business events in D365 Finance and Operations (D365FO) this blog post will be a great starting point for you. Business events provides the capability to alerting or notifying external systems while you are performing business processes.

There are two types of business actions which user can perform.

  1. Workflow action : e.g. Purchase Order Approval
  2. Non-workflow action : e.g. Sales Order Invoice

You must be wondering where is this menu item for the Business Events in D365FO. If you navigate to the path System administration > Setup > Business Events you can find Business Events catalog.

Let’s look at a scenario where you need to send an email once the Sales Order is Invoiced and how we can achieve that using business events.

Business events consists of Business event catalog , End Points , Active events , Inactive events , Errors and Security.

To start with business events we need to start creating a Microsoft Power Automate flow.

Click New > Automated – from blank

Provide a Flow name and then search for Dynamics 365 for Fin & Ops under Choose your flow’s trigger field and then select as shown below in the image and then click create.

Then It will appear as below.

Expand it and then select the Instance, Category, Business Event and Legal entity as shown below.

Add Parse Json step after this as shown below.

Then select the content as Body (@{triggerBody()}) and then update the schema. For the schema you can use the generate from sample and the sample can be found from the business events screen.

How to download the schema from business events is shown below. This is what you can use in the above generate from sample step.

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Add a condition step as shown below.

Add in the Get Record step if you would like to retrieve any sales order fields. Then proceed to provide Instance , Entity Name and Object id as shown below.

Then add in a send an email notification step as shown below. Specify the To , Subject and the message in the email body and then proceed to save the flow.

Once flow is created in Power Automate we can move to create the Endpoint. To do that you have to navigate to Endpoints.

When you press New Icon then you would get few end points as shown below. Select the endpoint which you would like to use. In this scenario I will use “Microsoft Power Automate”.

Then click Next from the bottom of the page.

Then provide the End Point Name and the Power Automate URL if you have that already with you.

Once these steps are done it is the time to test your business event trigger.

Source: Kausun

3 Methods to execute Warehouse Mobile Functions in Dynamics 365 Supply Chain Management
Category: D365 Finance & Operations,Warehouse Management Author: d365bits Date: 4 months 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.


Example is shown below how the full URL looks like.


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

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