Microsoft recently released the new Invoice Capture for Dynamics 365 Finance. I ran through installing and configuring it.  From that experience, below is my brain dump and hopefully it can help with things that are not so obvious. Three type of invoice captures There are three invoice type paths that can be captured. These drive the screen layout and what kind of information is mandatory. PO invoice Header-only Cost invoice When an invoice comes in, you can select one of the three invoice types. Below are the three screen layouts and differences. PO invoice – Invoices of this type ar ..read more

  Microsoft recently released a preview mobile app for Asset Management. The App gives 2 personas that you can use it for: Maintenance worker - You need to be assigned to the security role "Maintenance worker" https://learn.microsoft.com/en-us/dynamics365/supply-chain/asset-management/asset-management-mobile-app/work-orders. It will allow you to give feedback on a work order such updating actual hours, items, checklists and attachments. Maintenance requester - You just need a teams license and can assign "Maintenance requester" security role https://learn.microsoft.co ..read more

In some cases Dual Write gives you some cryptic error messages. Here are a couple of tips to get or find the errors. Tip 1. If you get an error while mapping or trying to set up a new map. You can get a bit more info from using browser developer tools. In Chrome, just right click and select Inspect. Click on Network and start recording (trace). Hopefully you get a bit more detail with the error. Tip 2 If you are getting an integration error. There is a table that stores all the errors. https://XXXaos.cloudax.dynamics.com/?mi=SysTableBrowser&tableName=DualWriteErrorLog For more trou ..read more

LCS has some really great tools for checking performance. Its really a matter of trying to get used to them and knowing whats available. Under the Environment monitoring > SQL insights > Performance metrics. You can find some slow queries and how they are affecting the environment over time. I found that SalesLine table was missing an index for Revenue recognition. Warning: Do this at your own risk. You could break the system if you haven't tested this properly. I raised a support ticket but was asked to create a non-unique index on the table via LCS. Go to Environment monitoring ..read more

Just bringing attention to this docs page. https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/data-entities-report I only saw it today and it has some nice scripts that you can run to generate information. Go to the github project it references and run the scripts. Script Outputs AggregateDataEntitiesReport.ps1 AggregateDataEntities.csv AggregateMeasuresReport.ps1 AggregateMeasures.csv DataEntityFieldReport.ps1 DataEntityFields.csv DataEntityReport.ps1 DataEntities.csv KPIReport.ps1 KPIs.csv LicenseCode-ConfigKeyReport.ps1 LicenseCodes ..read more

Microsoft has done a really good job with documenting eCommerce development on the Microsoft docs site. Here I am just summarising useful links for those wanting to get started with development.  Start by watching some of these videos. Some are repeating content but very useful information in all of them. Accelerate your business with Dynamics 365 Commerce Dynamics 365 Commerce – What’s New Dynamics 365 Commerce: Authoring tools Dynamics 365 Commerce: E-Commerce extensibility Dynamics 365 Commerce: How to Extend Dynamics 365 Commerce How to extend Dynamics 365 Com ..read more

Our team has been doing some development with the new eCommerce. One of the things we had to figure out was how to debug. To debug client side javascript, you can use Chrome Inspect and dig into the javascript. If you want to debug the server side TypeScript code then you need to do that on a development box. Set your self up, as I assume you already know how to get started with development and you got it to run via yarn start. In VS Code, install Debugger for Chrome extension ..read more

Sometime last year, I posted about using Business Events with Data Export. The code was shared on Github too. Now, I have updated to introduce a Data Import Business event. This is helpful for a number of scenarios (specially for integration). Long running jobs - you don’t want to constantly call Odata services to get the status of your execution job Trigger data execution alerts for integration - you could trigger alerts based on failures. The argument here could be that you could use alert rules to fire a business event. Alerts rules are flexible but I find that I have to use Odata calls ..read more

Recently, Microsoft released their eCommerce solution. I got started by looking at how to do a bit of development locally. The guide is here https://docs.microsoft.com/en-us/dynamics365/commerce/e-commerce-extensibility/setup-dev-environment One of the first steps to development is to clone Microsoft github repo. That's fairly easy to do. But, the next question I had was, “how do I do my development in my own private version control and continue to pull Microsoft's latest releases?”. I don't want to manually merge folders and deal with painful files. I am not an expert in git and still have a ..read more