Engineer / Solution Architect / Dynamics 365-AX Technical Consultant / Instructor (MCT)

In this article, I will talk about the Mobile app feature that comes with Dynamics 365 Finance and Operations. With Dynamics 365 Finance and Operations, there are many mobile applications that come as standard. You can create new applications, and you can make the existing forms suitable for mobile. I will also explain new mobile application creation process in the following articles. In this article, I will publish a few applications and try to show them through the application I installed on my Android phone.

First, log in to Dynamics 365 Finance and Operations. Click Mobile app from the settings.

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Available mobile apps will be listed.  You can select the ones you want and Publish.

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For Android, search for Microsoft Finance and Operations (Dynamics 365) in the Google Play Store, search for Finance and Operations (Dynamics 365) in the App Store for Apple and install the application. I installed it on Android.

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After the installation is complete, open the application. Enter the link of the environment you want to connect to and click Connect.

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Here you need to grant permissions.

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You have to check I Understand and tap Connect. You will need to enter the user and password on the screen that appears.

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The application is ready. First let’s select a company. Click on Change company from the hamburger menu.

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Companies will be listed here. Dat is not used because it is the default company. Here you can select the company you want to work with.

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When you go to the workspace, you will see the applications you Published. You can now start using it. I opened the Project Time Entry application.

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Once you enter it, a new login page link appears.

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When you click it, the date selection screen opens. I opened the screen for creating a new record with New Entry below.

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This is the new record entry screen. Records entered here will appear directly in your Dynamics 365 Finance and Operations environment. Since I do not want to corrupt the data in the environment I use, I did not log in.

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In this article, we made an introduction to the Mobile App. I tried to explain how we can start publishing and using the installation and standard mobile applications. In my next articles I will try to explain how you can make your own mobile applications.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Mobile App, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apss, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

In this article, I will describe step by step how to authorize Dynamics Deployment Services Account, which is necessary to deploy a new environment via LCS. First, log into Azure Portal with the Admin account. Open Cost Management +Billing > Subscriptions.

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Select the subscription you want to authorize and click on Access control (IAM) from the screen that opens.

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Open the new role definition window by clicking on Add> Add role assignment.

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In the window that opens, select Contributor as Role. In the Assign Access to section, select Azure AD user, group, or service principal. When you type Dynamics in the Select section, the options will be automatically available. From there, select Dynamics Deployment Services [wsfed-enabled] and click save.

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When the process is completed, you will see the information below.

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In this article, I tried to explain how the Dynamics Deployment Services Account is authorized over Azure, which is one of the necessary steps to deploy a new environment. This step is usually skipped and an error is received in the Deploy operation over LCS. It is useful to give this authorization beforehand.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, Dynamics Deployment Services Account, LCS, Azure, Azure DevOps, Project onboarding, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apps, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

In this article, I will try to explain step by step how to deploy a new Build type virtual machine for Dynamics 365 Finance and Operations.

Before you start, if you have a customer adaptation project, it is recommended to set the SandBox Develop And Test environment that appears here as Build. Because the admin login authorization to this environment will soon be removed and it will not be possible to use it for development. Therefore, it is useful to set it as Build. In addition, thanks to an Agent that will be released soon, we will be able to Build without allocating an entire VM.

In this example, you will see how to create a new Build machine via Cloud-hosted environment. It has the same steps as Sandbox, so it will be a post that will cover both. First, we log in to Lifecycle Services. Select your project and select Cloud-hosted environments from the hamburger menu.

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A page will open and list your environments. Here you can view the details and manage their status. For a new Build environment, click the + Add button.

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The first screen that opens has Application Version and Platform Version. You usually select the most recent one. Of course, you should select the version of your environment here. Click Next to proceed.

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Here you select the type of the environment. Available options are Demo and DevTest. For Build, you should choose DevTest.

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There are two options here. First one is used for Build or Test. For development, you should select Develop. We will choose the one above.

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Here you can adjust the environment settings. First give a name. This name is not virtual machine’s name. We will set it from the advanced settings. The most important option is D12  or DS12 V2 machines that are recommended For you, but if you want it to be a little faster and money is not an issue, choose D13. You can view the advanced settings by clicking Advanced Settings.

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You can make advanced settings from the screen that opens. You don’t need to change many settings.  I will talk about the important ones. Build Agent Name is the name you will see in Azure DevOps. You should give it an appropriate name. The most important part is the Branch Name. I typed Main here. It is case sensitive, so it is necessary to type Branch name correctly.

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There is no need for Demo data for the Build environment, you can remove it from here.

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You can name your virtual machine in this section.

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Settings are done. Continue with Next. I selected D12 V2 for the For you. However the picture shows D13. Recommended dimension is D12 and its derivatives.

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The confirmation screen will appear. When you click Deploy, the Build environment will be queued to be deployed. This process is completed in 3-6 hours.

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In this article, I tried to briefly explain how to deploy a new Build machine and I will explain how to Build in my next articles. I will try to explain how the resulting packages are transferred to the test and live. I hope it is useful for you.

Regards.

www.fatihdemirci.net

TAGs: Build VM, Lifecycle Services, LCS, Azure DevOps, X++, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apss, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

In this article, I will try to tell you the steps required to start the adaptation project after the sale of a new license for Dynamics 365 Finance, Dynamics 365 Supply Chain Management or Dynamics 365 Commerce.

First of all, the activation process should be performed in Azure Active Directory (Azure AD) with the company’s Tenant Administrator account by following the steps below:

1. Create a new session as InPrivate / Incognito and open the Microsoft 365 Admin Center.
2. Log in with the Tenant Administrator account.
3. Go to Billing> Products & services and make sure the product you purchased is there. If not, contact your business partner.
4. If the Subscription is active, login to LCS to trigger the Implementation Project creation.
5. Log in to the LCS with a Tenant Administrator account on a new page.
6. Confirm the boxes that appear and the project will be created.
7. Tenant Administrator is automatically assigned to the Project Owner role. You can then view the project in LCS.

After completing the above steps, if there is no problem, the Implementation project will be created as shown in Image-1.

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When you click and enter the project, you will see a menu on the right as shown in Image-2. The first thing to do is to click on Project onboarding and start making the necessary definitions. When you click it, a wizard will open and steps will appear. You can skip the steps. You can return to them later.

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After completing the steps, you will have a project screen similar to Image-3. I will try to explain the Environments section on the right in detail in another article.

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I had already defined the steps for this project and had not taken a picture. So I clicked on Project Onboarding from the hamburger menu and reopened it and took the pictures.  It is not exactly the same as the first form, but the definitions are the same.

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Welcome page. It is useful to read all the explanations in the steps carefully.

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There are some important fields on this page. First of all, a name and a description are required for the project. It is useful for everything to be in English. Because Microsoft employees who will assist you need to be able to understand the information about your project. Here you choose the business partner you will work with on the project.

Industry: The field of activity of the company is important because the FastTrack engineer to be assigned to you is selected according to the industry expertise here. For example, if the project is a retail project, an engineer specialized in retail is assigned to you.

Implementation team country/region: The location of the main project team.

Legacy system: If there is a migration from an older version or a different ERP, you can select it here.

Preferred Azure region for production: Currently the optimal choice for Turkey is Data Center West Europe. Generally we choose this in projects.

Future user licenses: If you expect an increase in the number of languages when the whole project goes live, you can specify it here. It is useful to do this because the live server configurations are set according to your license and some information you provide.

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In this section, we select the modules to be used for the project and the necessary settings. We marked warehouse management and MRP, since they will be used in this project. Also, we mark any of the other Dynamics 365 products that will be used. We marked Power Platform, since only that will be used in our project.

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In this section, we define the project team. You do not need to enter the whole team at the first stage. It is useful to define Project Manager and Architect roles especially for the FastTrack team to communicate.  Those starting with Microsoft come automatically, you don’t need to do anything for them.

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Project dates are required to be entered at the first stage.  A separate window opens for that. The dates can be changed later, but you need to enter the correct dates at the first stage. The whole project plan is created according to these dates and the FastTrack team supports you according to these dates.

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This is one of the most important steps. Dynamics 365 projects are now managed through Azure DevOps. First, you need to set up Azure DevOps with the given Admin account and create a TFVC type project. Unfortunately Git is not yet supported. I’ve come across Git uses in some articles, but haven’t tried it yet.  You will then establish the relationship between LCS and Azure DevOps here. There are a lot of details on Azure DevOps, which I will cover in another article.

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After connecting the project, you should establish a link between LCS and Azure DevOps steps. I leave this part as it is. In the future, there may be projects that we change according to the project needs.

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FastTrack introduction and related links are available on this page. Especially TechTalks has very good content, you should definitely watch it before the project.

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This section provides general information about the project steps and useful links.

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In the last step, we complete the project start.

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One of the most important settings you need to set after you finish is to add Azure Connection. If the company does not have an Azure account, you must start a membership through the Azure Portal with an Admin account. Here there are a few steps you need to follow. To connect LCS with the Azure you have opened, you must download the certificate and upload it to the Azure Portal. You must also authorize Dynamics 365 application installation via the Azure Portal. I will prepare a separate article for this section.

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After completing all these steps, you are ready to set up the media. Depending on the license you purchased, Microsoft gives 3 media rights shown in Image-16. There is no charge in these media. You pay according to the pay-as-you-go method for each additional environment you want to set up. Often additional environments are needed for DevBox and Test. You can install these machines from the Cloud-hosted environments menu.

PRODUCTION: It is deployed by Microsoft in the final phase of the Project.

SANDBOX: STANDARD ACCEPTANCE TEST: This machine is Tier-2 and is mainly used for Testing. We setup this environment. By setup, I mean we adjust the settings, determine its type and Microsoft prepares it for us.

SANDBOX: DEVELOP AND TEST: We usually set this machine as the Build machine. They have removed connecting to these machines with the Admin account, so you shouldn’t use this machine for development.

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In this article, I tried to explain the necessary steps for starting the project after licensing. It is necessary to consider many different options depending on the size and complexity of the project. There are now three indispensable places for an ERP project and you should know them well. LCS, Azure and Azure DevOps. Knowing the basic features of these three products, each of which is a separate world, makes it easier to project and reduce costs. I have made an introduction to the LCS and I will continue to explain the details.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Project onboarding, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apss, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

In this article, using version control for Dynamics 365 Finance and Operations is now a must. It was also possible to use it in older versions, but it did not work very well, so we used version control in only a few of the projects I have worked on until now. Of course, our development environment is Visual Studio, which makes it very easy.  Now let’s look at how to adjust some basic settings that are required at the beginning of the project and the Branch logic. Branch allows you to manage your code and developers to work independently. There are many Branch strategies available. I am not an expert on this subject, so I try to use the simpler versions. The 3 most used approaches are as follows. Main, Main and Dev, Main, Dev and Release. You can use these 3 different methods. For more information, you can review the Branching strategies article. I usually use the Dev and Main structure. If the project is small and there are no other developers other than you, you can just continue with Main. When there is a single Branch, merging is not required, you can bring to live faster, but when you do not want to bring certain things, you need to work with Dev at the very least because one Branch does not cut it. Let’s look at how the first definitions are made.

I explained how to connect Azure DevOps over LCS in my previous articles. When you establish this connection, the following Trunk folder will be created in your Azure DevOps project. You have to keep this structure. Initial creation process creates Main as a folder. You have to change this to Branch from Visual Studio. I couldn’t get the screenshot because I didn’t have a brand new environment, so the image shows Main Branch.

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To turn a folder into Branch, you have to open the Source Control Explorer screen from Visual Studio, right-click the folder and select Branching and Merging -> Convert to Branch.

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Now, using the model I created in my previous article, let’s associate the Metadata and Projects folders with our Azure DevOps project. Don’t let the images mislead you. Since I don’t have a brand new environment, I took the screenshots from a previously processed environment, but the logic is the same. First of all, this project only includes Main. If you are going to work with Dev, all development environments must be connected to Dev. The process is the same.  Open the Source Control Explorer screen.

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In brand new environment, there is no folder under Metadata and Project. Just ignore them. Now we can associate the Azure DevOps folders on the left with the folders in our virtual machine. Click on the Not Mapped link.

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Map to K:\AosService\PackagesLocalDirectory. Selecting the folder automatically adds Metadata. Don’t forget to delete it. Complete the process by clicking Map.

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I create the K:\VSProject folder. This is not a must, but it is useful to keep the path short.

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Similarly, when you are on the Projects folder, click the Not mapped link. I associate it with K:\VSProjects. Here it directly adds Projects as well, be careful. I delete it. Complete the process by clicking Map.

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At this point, you have linked your folders. However, you have not specified which files will be included in the version control. Let’s create these connections using the Model and project I created in my previous article. I had a package called DmrWMS. Right click on the Metadata and click Add Item to Folder. Find your package in the window that opens.

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Go to the Descriptor folder and select the xml file that has the same name as the package. This file contains our package and model information.

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After you continue and see it in the Item to add section, click Finish.

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Actually, our codes are stored under the model, but since we are linking this through the project, no further additions are required. If it is not added by default, you can add your project by clicking Add Item to Folder. You only need to add metadata and code to the version control.  When you check, you can see all your codes in the DmrWMS model folder. Do not be confused by the same model and package name.

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Now let’s add a job to our project and see how it looks in version control.

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While creating my project, I marked it as add to version control. I can also add it later. So when I create a new object it is automatically created in my model folder.

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I can see my pending Check Ins in the Pending Changes section. There are 3 files. These are the must have ones. My project file, My package file, and Job. Let’s Check In and see our development on Azure DevOps.

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If you have reached this stage, you are ready to develop. We saw the same structure on Azure DevOps. Now we can test and go live after Build operation.

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In this article, I tried to explain the required Azure DevOps and Devbox machine’s first folder association for a new project and how to connect the model, package and project we just created. This is a much more comprehensive topic, but I wanted to at least make an introduction. I will cover it in more detail later. For example, in Branch logic, there is no single truth, everyone has different experiences. It is also necessary to make changes when it is required to decide according to the team and the project. There are many people who do not have any experience in Dynamics 365 but are Azure DevOps experts, you can get assistance from them. But it is always useful to explain the unique features of Dynamics 365. You will produce a better solution.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Project onboarding, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apss, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM