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

In this article, I will try to explain how to generate new mobile forms from Dynamics 365 Finance and Operations forms. In my previous article, I explained how to publish standard mobile screens and how to install Dynamics 365 Mobile App on mobile devices.

In this example, we will make a very simple listing screen. I selected the all products form as an example. Open the Product information managment -> All products and product master form.

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Click on the Mobile app from the settings icon.

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Click the ellipsis icon from the form that opens and click Create.

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Enter the information of the mobile form you want to create. Then add a page by clicking Add page.

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When you click Done, the page creation screen opens.  Here, click Select fields to open the screen where you can select the fields you want.

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Select the fields by clicking the + icons.

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I added two fields. After finishing the process, click Back and return to the first page.

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You see the page you created on this screen. You can create multiple pages.  Continue the process by clicking Done.

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Id is created here. Complete your mobile worksheet by clicking Save.

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You can now see it in the list. Publish it by clicking Publish. You will now be able to see the product list form from the application on your phone.

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Open the application on your phone and log in.

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Check I understand and tap Connect.

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My Products appears on the page that opens. If you entered before, you need to refresh.

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Once you enter, you see the list form you created.

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When you click and enter, your products are listed. We added two fields, and they are one under the other.

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In this article, I tried to explain how you can create mobile forms from any form. I exemplified it with a very simple form, but you can do it with forms with more complex data entries. I will also refer to more advanced examples in my next articles. Preparing such easy mobile forms will be very useful in projects. Thanks to this, many simple needs can be solved at no cost. Application consultants should learn the capabilities of this thoroughly and direct the emerging needs to this.

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 Apps, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

With Dynamics 365, we met Developer VMs and since they work on a pay-as-you-go logic, they must be closed when you are not working with them. Especially in projects where multiple software developers are working, it is useful to arrange the virtual machine opening and closing in order to avoid problems in terms of cost and time management. In this article, I will explain the Auto-Shutdown feature that comes with Azure. I will also talk about a product you can use for more advanced adjustments.

First, let’s talk about Azure Auto-shutdown. This feature allows you to automatically shut down your virtual machines at a certain time every day. It also allows you to take special action with notification emails. Let’s take a quick look at how to set up and get notifications.

Enter the Azure Portal and choose your virtual machine. Click on Auto-shutdown from the menu.

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On the page that opens, we set the Enabled section to On.  Select the time and time zone you want it to turn off. Send notification before auto-shutdown? This is very useful. Sometimes it is necessary to work overtime, or a process that you run takes a long time. In such cases, notification and postponement links in the notification make it easier. You can send these notifications to a service over a web with Webhook URL. I have never used this. I usually use the Email Address. You can add as many e-mails as you want with semicolons. After completing the definitions, you can save them by clicking Save.

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When it’s time to shut down, you will receive an email like the one below. Using the links, you can postpone it for 1 or 2 hours, or skip it for once.

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As the name suggests, Auto-shutdown does not have a mechanism to open the virtual machine, it only performs shutdown. You can use the Start/Stop VMs during off-hours option in Azure Marketplace for this.

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It tells you what you need when you open it and how to activate it. Just start with Create and follow the steps. It has a simple setup, so I will not go through it step by step. Thanks to this tool, you can turn off/turn on your VMs at any time. For example, if the work starts at 9:00, it would make sense to open it at 8:30.

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In this article, I talked about the Azure Auto-shutdown tool used to automatically shut down your virtual machines and the Start/Stop VMs during off-hours tool that can also do a turn on operation. It is beneficial to build these tools well in order to manage costs effectively.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Azure Auto-shutdown, 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 explain step by step how to deploy a new virtual machine for new X++ developments. In this example, I will explain how to do this in a client environment. It has a similar logic in virtual machines for partner or educational purposes.

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 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 development, you should select DevTest.

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There are two options here. First one is used for Build or Test. For development, you should select Develop. For additional Test or Build environments, you should use the option 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 machines that are recommended for you, but if you want it to be a little faster and money is not an issue, definitely choose D13. Think of it like D13 is exactly twice as D12 in terms of money and configuration. 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. Visual Studio Version has two options.  Pro and Enterprise, use whichever suits you best.

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Here you can find the details of the version. Generally, you need to keep all development versions the same.

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Here you can choose whether you want Demo data in your environment. Generally, this is not necessary for the customer environment. If you are going to use Management Reporter, you can select demo data for it as well.

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In this section you can adjust the disk sizes. These settings are sufficient for general improvements.

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You can enter the virtual machine name here. If you leave it blank, it automatically assigns a name, and it’s not a good one.

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After completing the settings, you can start the deploy process by clicking Next.

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You will then be able to see your new environment in Deploying status in the list below. It usually takes 3-4 hours to complete. I’ve seen it take less. I did not start Deploy because it was not needed for this environment.  When these steps are done, the virtual machine will be ready. Even if you see the virtual machine when you go to the Azure side, do not try to open it before the process is completed. In order to properly use the environment, this must be Deployed.

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In this article, I briefly explained how to deploy a new development machine and I will explain the necessary settings to start developing on this machine in my next articles.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps,X++, 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, I will try to explain what the Data Entity is and how it is created with X++. First, let’s talk about what Data Entity is.

Data Entity: We can summarize it as a meaningful data set. Especially with Ax2012, the data structure was divided into many tables in accordance with the normalization logic. For this reason, many tables need to come together in order to see certain data and to perform operations. Data Entity allows us to bring these data sources together and perform transactions over a meaningful data set. As in our example, we have 3 tables related to the book, and these are actually an interrelated Data Entity and we can see these tables in a single structure and take action.

It has a lot of usage areas. I will try to explain them in time. Let’s learn how to create a new Data Entity from Visual Studio.  I created a sample library project for my YouTube channel. I will continue on that.

1. Right click on the project and select Add > New item to open the Add New Item dialog.
2. Select Data Model > Data Entity and define the name Data Entity.
3. Click Add and open the Data entity wizard.

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Select the main data source from the Primary datasource field. There are many automatic definitions.  There are five options in the Entity Category field. You can select one of them depending on the type of your data.

1. Parameter: Used for parameter data.
2. Reference: Used for reference data. Such as units, dimensions.
3. Master: Used for master data. Such as Customer, Supplier, Stock etc.
4. Document: Used for study data. Such as sales order and logs.
5. 5. Transaction: Used for transactional data. Such as customer transactions.

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In our example, I chose Master since the main Data Entity will consist of master data. Click Next to proceed.

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Here there are the fields of the table we selected as the data source. We can check or uncheck the ones we want. In addition, features such as Label Is Mandatory come from the automatic table. You can change them if you want.

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Open a new data source selection window by clicking the Add Data Source button.

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Select the DmrAuthorTable table from the window that opens. Relation is required for the connection of tables, so select that too.

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When we add the new data source with Add, the following image appears. Now you can add and remove the fields of the new table.

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When you click Finish, Data Entity will be created. The fields and data sources we have selected have been created. We can also edit from here. 

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To add one more data source, right click and select Add New Data Source. Add the DmrBookCategory table. I can do the operations I just made on the screen from here as well.

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After adding it, define the table name and relationships. Then, right click Fields and select Add New Fields.  Add a field from the DmrBookCategory table.

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Data Entity is created. It is ready to use. Of course, there are many other features besides these, I will try to talk about them over time. Here, especially if you use Is Read Only in operations such as data transfer, you should definitely set it to Yes. The default value is No. It’s easy to miss. Be aware of that, otherwise you will have a hard time.

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In this article, I tried to explain what Data Entity is and how to create a new Data Entity. I will continue to explain Data Entities, which have many uses.

Regards.

www.fatihdemirci.net

TAGs: Data Entity, LCS, Azure, 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

Let’s get to know Microsoft business solutions. ERP, CRM, BI, AI, Cloud and beyond.

In this article, I will introduce you to Microsoft business solutions. Microsoft invests a lot in business solutions. As a result, new products are constantly being released, or the name and content of an existing product may change. This is sometimes confusing even for us. I will try to explain each box in the picture below without going into much detail.

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Finance and Operations

The general name of the ERP product, formerly known as Dynamics AX (formerly Axapta), bought and incorporated by Microsoft.

Dynamics 365 Finance

It is a product that includes financial affairs modules of Dynamics AX, formerly known as Dynamics AX. It is a powerful product that allows medium and large-scale companies to easily manage their financial affairs processes, including Accounting, Finance, Budget, Accounts Receivable, Accounts Payable, Bank, Fixed Assets and similar modules. It has ERP infrastructure, so it can be extended with X++ and new functions can be added. Also, localization and suitable E-Transformation modules are provided by business partners.

Dynamics 365 Supply Chain Management

It is a product in which the trade and logistics modules of Dynamics AX (former name) are collected. It is a powerful product that medium and large-scale companies can easily manage their trade, logistics and production processes with Sales, Purchasing, WMS, TMS, Customer, Supplier, Product, Stock, Production and similar modules. It has ERP infrastructure, so it can be extended with X++ and new functions can be added. In addition, there are many additional modules developed by the partner ecosystem such as Payroll, Check Bond, Credit, Online Marketplace Management, Cargo Management.

Dynamics 365 Project Service Automation

The Project Service Automation (PSA) product enables you to effectively monitor and manage project-based services from initial quotation through sales to invoicing. Some of its features are:

• Planning projects, creating forecasts and work plans
• Forecasting and tracking project cost and revenue
• Forecasting resource requirements for pipeline projects
• Monitoring project status and cost consumption
• Managing the quoting, pricing and invoicing processes for projects
• Assigning and managing resources

In addition, it helps you track and control costs for your project-based work, and you can easily track project time and expenses on a mobile device or using a web browser. It uses the CRM infrastructure. It works with F&O and MS Project.

Dynamics 365 Project Operation

Dynamics 365 Project Operation will be available for preview in June 2020 and is scheduled to be available from October 2020. Due to the corona epidemic, these dates may change.

Microsoft says it will be an end-to-end project management application from opportunity to project accounting. The existing Dynamics 365 Project Service Automation (PSA) application will combine the features of Microsoft Project and Dynamics 365 Finance. The new application will include Project’s planning and Scheduling capabilities which are not available in Microsoft Project’s PSA application. It will use the Common Data Service infrastructure, so it will be customizable and extensible with the Power Platform. It will include all of Dynamics 365 Finance’s existing project management, accounting and expense management capabilities. Most likely it will replace PSA and be used in the future.

Dynamics 365 Guides

Microsoft Dynamics 365 Guides is a mixed-reality application for Microsoft HoloLens that enables operators to learn by giving holographic instructions when and where they need it during their workflow. It is mainly designed for educational use. Instructions can be created with videos and 3D holographic models. Operators see what needs to be done and where it is done. Therefore, they make fewer mistakes and can acquire new skills. New instructions can be created without writing any code. It uses the CDS Infrastructure.  HoloLens unfortunately is not yet sold in Turkey. You can import it from abroad.

Dynamics 365 Finance Insights

It is an artificial intelligence application that integrates AI and BI such as customer payment forecasts, budget proposals, financial predictions and cash flow forecasting, and can connect to many different sources and receive data. It provides better financial decisions and actions by taking advantage of artificial intelligence without the need to write code. It uses the CDS infrastructure, so it can be customized and extended with Power Platform. The release date may vary depending on the Corona epidemic, but is expected in the second half of this year.

Dynamics 365 Human Resources

Dynamics 365 Human Resource, formerly known as Talent, is a product that covers all end-to-end processes for human resources management. It supports the entire employee life cycle. All processes from recruitment, employee management to talent management are integrated.

It has integrations with LinkedIn Talent for recruitment and Dynamics 365 Finance for finance. It also works with LinkedIn Learning and Dynamics 365 Guides for training, certification tracking, and employee progress tracking. It uses the CDS infrastructure, so it can be customized and extended with Power Platform.

Dynamics 365 Commerce

Dynamics 365 Commerce is a comprehensive product that addresses all the capabilities of Dynamics 365 Retail as well as all retail needs and combines it with ERP and CRM. It uses the ERP infrastructure, so it can be customized with X++. Type Script is used on the pos side. In addition, with the E-Commerce plugin, the missing part on this side was also fixed. Retail is one of the industries that Microsoft invests the most. It is constantly developing and gaining new capabilities in the product.

Dynamics 365 Fraud Protection

Microsoft Dynamics 365 Fraud Protection focuses on payment fraud protection and related scenarios in e-commerce. It helps e-commerce merchants reduce fraud loss, increase bank acceptance rates to generate higher revenue, and improve online shopping experience for their customers. It is a cloud-based AI service. It uses the CDS infrastructure and is designed to work with the retail solution.

Dynamics 365 Connected Store

Dynamics 365 Connected Store is a service that uses cloud-based AI, Azure IoT and Machine Learning capabilities for physical stores. It uses the CDS infrastructure. It is expected to be available this year. It helps store managers and professionals working in retail make better decisions by getting information from many different sources, such as video cameras and IoT sensors.

Dynamics 365 Connected Store creates employee alerts that can increase store efficiency. For example, if there is a malfunction in the cooling of the refrigerator, it can alert the employee; when there is a rush in the cash register, it can notify the officer in the aisle to support the cash register. Connected Store reveals event patterns by examining in-store customer and product mobility data. Connected Store can be used with Commerce product.

Dynamics 365 Business Central

Formerly known as Dynamics NAV, it is an ERP software that enables small and medium-sized enterprises to follow all of their processes. Unlike Dynamics Nav, it does not use the C/SIDE development platform. It provides the ability to customize screens and lists.  It is not yet available in Turkey.

Dynamics 365 Market Insights

The product was discontinued. It was decided to continue with Customer Insights.

Dynamics 365 Customer Insights

Customer Insights is an AI-powered customer data platform that provides clear insights and personalized customer experiences. It uses the CDS infrastructure and can receive data directly from many different data sources. It enables high-speed analytical operations using Microsoft Azure and Power Platform. It provides many different analytical perspectives on the customer.

Dynamics 365 Product Insights

Dynamics 365 Product Insights automatically collects data from businesses’ products and services and enables customers to transform this data into insights. With this data-driven view, businesses can transform in many areas. For example, product development, production, sales, customer service processes can be reconfigured with data from Product Insights.  The application that brings together BI and AI uses the CDS infrastructure.

Dynamics 365 Marketing

It is the product of what is formerly named as Dynamics CRM which includes marketing modules. It has built-in business intelligence.  It uses the CRM infrastructure.  It can be extended with the power platform. Some of its features are:

• Creating graphical email messages and online content to support marketing incentives
• Designing interactive customer journeys to develop leads with personalized experiences
• Reviewing candidates on LinkedIn
• Sharing information between teams
• Getting to know your leads better
• Analyzing and documenting your marketing return on investment (MROI)
• Prioritizing leads for better achievements
• Making survey results more actionable
• Configuring and extending the application

Dynamics 365 Sales

It is the product of what is formerly named as Dynamics CRM which includes sales related modules. It enables sales representatives to build stronger relationships with their customers, take action based on predictions, and close sales faster. Dynamics 365 Sales tracks accounts and contacts, feeds your sales from lead to order. It allows you to create marketing lists and campaigns, and even track service requests associated with specific accounts and deals. It uses the CRM infrastructure.  It is a model-based application developed on the Common Data Service (CDS) platform. In this way, you can make additions using Power Apps.

Dynamics 365 Sales Insights

Dynamics 365 Sales Insights is an AI application that uses the CDS infrastructure. It constantly analyzes the vast collection of customer engagement data stored in your Dynamics 365 Sales and Office 365 databases. This helps you better understand your business relationships, evaluate your previous activities and choose the best from the options available. It also allows you to build stronger relationships with customers, take insightful actions and close opportunities faster. There is a free version that comes with Dynamics 365 Sales and also a paid version. The features of the two versions are shown in the picture below.

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Dynamics 365 Product Visualize (Preview)

Microsoft Dynamics 365 Product Visualize allows you to see the Product Visualize product with augmented reality as if it were in a real environment. In this way, you will have the opportunity to observe how a machine to be used in production will be located on the factory floor. This helps establish a common understanding between buyers and sellers to speed up complex sales processes. In industries such as manufacturing, healthcare and automotive where products are often complex and highly configurable, or very difficult to transport, the need for product visualization is vital.

Using Dynamics 365 Product Visualize, vendors can show products to customers directly within their Dynamics 365 Sales workflows. It can leverage directly from Microsoft Teams to deliver critical customer-oriented solutions to improve vendors’ collaboration and accelerate the sales process. It needs SharePoint and Dynamics 365 Sales for setup. It uses the CDS infrastructure. The exact release date is not yet determined.

Dynamics 365 Customer Service

It is the product of what is formerly named as Dynamics CRM which includes customer service related modules. Dynamics 365 Customer Service is a model-based application developed on the Common Data Service (CDS) platform. You can create and manage model-based applications using Power Apps.

With Dynamics 365 Customer Service, you can:

• Track customer problems through service requests.
• Record all service request related interactions.
• Share information in the knowledge bank.
• Create queues and route service requests to the right channels.
• Create and monitor service levels with Service Level Agreements (SLAs).
• Define service conditions through support rights.
• Manage performance and productivity through reports and dashboards.
• Create and schedule services.

Dynamics 365 Customer Service Insights

Dynamics 365 Customer Service Insights provides critical performance metrics, transactional data, and trends evolving from your customer service system. Built-in dashboards, interactive charts, and visual filters support operational data across channels and highlight areas of improvement that will have the most impact, helping you quickly assess and respond to key performance.

Customer Service Insights uses artificial intelligence for your support service requests using natural language processing. Topics allow you to discover current and emerging trends, identify improvement, brand return, and problem areas. By demonstrating and fixing issues before they affect customers, you can create better customer service experiences. It is an application where AI and BI come together and can be connected to many different CDS-based data sources.

Dynamics 365 Field Service

Dynamics 365 Field Service business application is a product that organizations can use for field and service automation. The application provides mobile capabilities for many different jobs such as workflow, automation, scheduling algorithms, and on-site troubleshooting. It is a model-based application developed on the Common Data Service (CDS) platform.

Field Service application allows:

• Completing weekly service calls per technician
• İzleme çalışmalarınızı yönetmek ve satın yararlanmanıza ve çapraz satış fırsatları
• Reducing travel time, distance and vehicle wear
• Organizing and monitoring, resolving customer problems
• Notifying the correct arrival time to customers
• Providing the field technician with the correct account and hardware history
• Scheduling on-site visits when convenient for the customer
• Scheduling on-site visits when convenient for the customer
• Preventing equipment downtime thanks to preventive maintenance

Dynamics 365 Remote Assist

It is a mixed reality product that enables remote support and similar operations with mobile devices using HoloLens and HoloLens2.  It has areas of use such as Collaborative Maintenance and Repair, Remote Inspections, and Knowledge Sharing and Training.   It can work with Dynamics 365 Field Service and other CRM products. It uses the CDS infrastructure. HoloLens is not yet available in Turkey. It has to be imported from abroad.

Microsoft Forms Pro

Forms Pro is a simple yet comprehensive survey solution based on Microsoft Forms’ current experience of creating surveys in Office 365. It is built on Microsoft Forms and offers new features that make capturing and analyzing customer and employee feedback easier than ever. Your customers can respond to surveys using any web browser or mobile device. Once responses are submitted, you can use Power BI to analyze them with reports and make real-time decisions. It supports the CDS infrastructure.

Dynamics 365 Layout (Canceled)

Microsoft Power Platform

It is the name of Microsoft’s product group that enables us to develop software solutions without writing code or using very little code (low-code / no code). This product family is based on CDS and consists of the following products.

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Power BI

Power BI is a collection of software services, applications, and connectors that work together to transform your unrelated data sources into consistent, visually understandable, and impressive ones.

Power Apps

Power Apps is a platform that contains applications, services, connectors that provide a fast application development environment to create custom applications for your business needs. Using Power Apps, you can easily develop mobile applications by getting data from CDS (Common Data Service) or various online and in-house data sources (SharePoint, Excel, Office 365, Dynamics 365, SQL Server, etc.).

Power Automate

Power Automate is a service that helps you synchronize files, receive notifications, collect data and more by creating automated workflows between your favorite apps and services. With the many connectors available, you can set up workflows between applications.

Power Virtual Agents

Power Virtual Agents is a product where you can create powerful bots using a code-free graphical interface without the need for a software developer or data scientist.  Power Virtual Agents tackles many important bot building issues in the industry today. It eliminates the gap between subject matter experts and the development teams that create the bots, and the long delay between teams recognizing a problem and updating the bot to fix it. It also minimizes the IT effort required to install and maintain a custom speech solution.

Dozens of articles can be written for each topic here. I wanted to introduce business solutions to you in general. The picture below provides a general summary.

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Microsoft continues to invest heavily in business solutions. For this reason, there are frequent updates, new products and name changes, but there is no other service provider that can solve all the needs of a certain organization under one roof. Operating system, Office applications, SQL, Cloud services (Azure), HoloLens, AI, AoT, ML and similar services, CRM, ERP, BI and Low Code platforms all work integrated with each other and offer the same user experience. They have created an enormous range of products. It is not surprising that it became a leading supplier in a short time. I think that these applications will be used much more commonly, especially when the issues related to Law on Protection of Personal Data in our country become clear and safe countries agreements are made. Of course, we also have a currency problem. I hope this can be resolved in a short time.

www.fatihdemirci.net

TAGs: 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