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

In this article, I will try to explain how to define new users for Dynamics 365 Finance and Operations. If you want to add users to the test and live systems, you usually use import from Azure Active Directory. If you want to create a test user for your development machine, you can create a new user. Let’s take a look at both now.

First, open the System Administration->Users form. You must login as a user with the Admin right. If this is a development environment, the account you used for installation already has this right. I explained it in my previous articles.

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Click Import users, and the page that opens lists the users we can import. You can import the users you want.

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An information message appears. Then you need to grant the users the necessary roles. In the old version, there was a role assignment tab during Import. The new version does not have it. I think it was a nice feature. It gets messy especially when I transfer multiple users.

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Now let’s add a user that is not in Azure Active Directory. For example, I need to do some tests on my own development machine, or consultants need to do the initial tests in VM. Of course, security should be involved in these tests because when I open the application via VS, it opens as Admin and does not have any security restrictions. I need a user to assign the required roles. So I need to create a new user.

I click New and start creating. I enter the user information. I used a Hotmail account. You need to change the Provider according to the account you use.

1. If it’s an account that’s in its own AAD Domain: https://sts.windows.net
2. If it’s an account that’s in a different AAD Domain: https://sts.windows.net/XXXXX.XXX, (https://sts.windows.net/emiralfg.com)
3. If it’s a Microsoft account: https://sts.windows.net/hotmail.com

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User is created after saving. In Image-4 the Provider is missing. It should be as in Image-5. Add new role by clicking Assign Role. Here you can assign any role you want. You can also have your own roles created for testing. Since I want to use it like Admin, I assigned the role of Admin.

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I try to open an InPrivate browser, paste the address of the environment, and login with my user.

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I entered the environment without any problems. Since I logged in from a different environment, a few security steps were required, but it didn’t cause any problems.

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In this article, I tried to explain how to add users to different environments of Dynamics 365. Security and user management is very important. Many details are available and I plan to mention them in the following articles.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Import User, 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

Bu yazıda Dynamics 365 Finance and Operations uygulamasının çok güzel bir özelliği olan Change-Based Alert’den bahsedeceğim. Nedir derseniz sistem içindeki herhangi bir tabloda yapılan herhangi bir işlemden sonra bildirim göndermedir. Bu bildirim ekranda da çıkabilir mail olarak ta alabilirsiniz. Bu özellik kullanıcının kendi ayarlarını yapabileceği bir yapıdadır. Kullanıcı bazlı oluşturulabilir. Şimdi bir örnekle uyarı kurulumu yapalım. Öncesinde Change-Based Alert toplu işini kurmamız gerekiyor.

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In this article, I will try to explain how you can update the versions of your Dynamics 365 Finance and Operations environments. First of all, we should give credit where it is due. Microsoft made the ERP system update almost like the Windows 10 update with a very good solution. I think the One Version approach is a revolution in business software. All customers using ERP in the cloud have to receive updates published periodically. The good thing here is that Microsoft updates the system at will, thanks to the Extension approach. Your developments are rarely affected by this. In the old system, it was a process that took months to even upgrade to a higher update. Now you can get it done in days or even hours.

In this article, I will explain how to upgrade a demo environment from CU34 to CU35.  First, select your project.

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Select the environment you want to update.

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Your environment information appears. Go down and look at the update information.

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It says that there is an update. Click View Update.

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It shows all of the update packages. Click Save package.

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Here I have selected all the packages. You must do this for the version update. If you need different updates, you can choose the package directly from here. Then click Save package.

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Name the package and click Save package.

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This takes some time depending on the size of the package.

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If it completes without error, the following explanation will appear. Complete the process by clicking Done.

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Go to the Asset library and open the Software deployable package tab. Package has arrived but has not been approved yet. We have to wait for a while.

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After approval, open your environment again and click Apply updates.

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Select your package from the page that opens and click Apply.

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The confirmation screen will appear. Click Yes and continue.

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It says our version will be updated. Click Yes.

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After that, the update process starts. You can track the status of the environment here. If there is no problem within 1 hour, the process will be completed. If there is a problem, you can refer to the log to see the origination.

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When the update is complete, if there was a problem, there are options such as undo and retry.

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In this article, I explained how an environment is updated to the new version. It’s a very simple process. If you need to update multiple environments, you don’t need to create packages for all of them. You can use the same package for all your environments. Make sure your environment is open before starting the update. If you turn off the machine from Azure side, LCS doesn’t see it. After the update is complete, it is useful to start a synchronization via VS for demo environments like this.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Update, 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 how to create a new Batch Job for Dynamics 365 Finance and Operations. I will create an example using RunBaseBatch. I will give examples with SysOperation in my future articles. Let’s look at what batch job is. It is an infrastructure that is used to run a job on a different server and at a certain time, repeatedly. Let me give you the simplest example. The central bank announces the exchange rates at a certain time every day. You need to take these values and save them in the system. You have written a class for this and that class connects to the service and gets the values. However, this has to be triggered at the same time every day. This is where batch jobs come in and allow you to make these settings.

In this example we will create and run a very simple class. First I create a new project.

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After the project the class is required, but we will not create it from scratch. We will duplicate the Tutorial_RunBaseBatch class from the samples.

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Let’s give a name to the class we duplicated. There are a few things to consider. First of all, don’t change the structure of the class. It works smoothly as is. If you don’t need dialogs, you can clear them. It is essential to derive from RunBaseBatch. You must use Pack Unpack. Pack Unpack ensures that your parameters are stored in the system. It is such an extensive topic that needs a dedicated article.

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When a class is duplicated, the name of the old class remains in a few places. These need to be fixed. I changed the Main method to this.

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Similarly, I changed the construct method in this way.

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Run method is where the main work is done. In this sample class a dialog opens and asks for the date and client code. I print the values coming from this dialog in the run method.

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I create a new MenuItem to run the class.  I select the Object and ObjectType.

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I mark the MenuItem as the starting point.

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When I run my project, the dialog screen opens. I enter a date and select a client. I select No for Batch processing. When I click OK, the class will directly work.

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The class worked and displayed the output on the screen.

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Now let’s see what happens when I click Yes. Of course, this appears because we derived our class from the RunBaseBatch class. After I defining a few important areas, I click Recurrence.

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Here I can determine how often and when this job will run. I can get it running every 10 minutes if I want, but it’s enough for me to run it once, so I leave it like that.

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The class did not work when I closed the screens by clicking OK. Instead, it showed the message saying that it added to queue.

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Now let’s open the Batch Jobs form.

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Let’s find our own batch job and take a look at the progress. It is Ended, which means it worked and finished. If it was a recurring job, it would be in Waiting state.  I open the advanced form by using the Switch to enhanced form option.

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This form includes more details. I will not mention all of them. I click on Batch job History to check what our batch job has done and whether it worked correctly.

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When I click Log from the screen that opens, I see that the date and customer information I selected appear on the screen. So my class worked. If there was an error I could check it here.

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In this article, I tried to explain how to create a new batch job using RunBaseBatch. Batch job is a very extensive topic. I will continue to explain it with different viewpoints.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Batch Jobs, RunBaseBatch, 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 introduce Dynamics 365 Finance and Operations data management infrastructure (Data Management Framework). The scope of data management is very large. I will try to talk about the basic principles in this series. Data is very important for every application, but the reason for the existence of ERP is to collect the data correctly and to create meaningful reports from the collected data. For this reason, the product has always had powerful tools for data management. With the cloud, these are now very advanced. Many different technologies such as CDS and Azure DataLake were involved. Of course, SQL and table structure remains, but with the added Data entities structure, we have a much more flexible and easily managed structure. In this section, I will try to explain how to manage Data Entity and Entity Packeges using the data management infrastructure.

The data management infrastructure consists of the following objects.

• Data entities – They are meaningful data sets. It is a structure that consists of one or more data sources to view and process a certain data. Data Entity allows us to bring these data sources together and perform transactions over a meaningful data set. It is suitable for reuse. It is used for integration, data transfer and many other purposes.
• Data project – A project record that holds edited Data Entity and relationships. It can be reused.
• Data job – Includes run Data Projects, uploaded files and recurring processes.
• Job history – Keeps the history of transactions.
• Data package – It is a compressed structure with Data project manifest and Data files. It is created over the data job. It allows importing and exporting multiple files in one operation.

You can use this structure for three different scenarios:

• Data migration
• Set up and copy configurations
• Integration

Let’s get to the topic of this article. We’ll start with a very simple data transfer. We will transfer the vendor group. (VendGroup). Log in to Dynamics 365 Finance and Operations and open Workspaces > Data management worksheet.

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Click Framework parameters Tile. Tile’ı nasıl çevirmek lazım emin olamadım. En iyi uygunu tuğla veya fayans gibi duruyor ama ben karo diyeceğim. J  You can make many settings from the screen that opens. Now just select the View defaults section as Enhanced view.

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This is now the advanced view. You can return to the old view by selecting Standard view.

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Click on the Import tile.

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Enter the basic information and click Add File.

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By the way, the data I will transfer is a csv as shown below.

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From the window that opens, I first select the Entity I want to transfer from. I determine the format. I select my file by clicking Upload and add.

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I click Yes.

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Here it says some relationships are missing between my file and the Entity. I can do it here if I want. I lick No for now.

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Transfer failed due to lack of relationships. However, the project was created. I click the icon under view map.

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It shows the links between my file and the Entity. Since the headings in my file are tags, it could not auto-match. I can do it manually from here.

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I have completed my mappings and I save.

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I go to my project and click Import.

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It adds the transfer to the working list.

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It quickly completed the transfer because my data was too little.

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Now I can open the VendGroup form and see the records I imported.

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In this article, I made an introduction to data management and performed a very simple data transfer. I will talk about very different uses of this structure in my following articles. Both consultants and software developers need to know the capabilities of this very well. There are many different uses. It is a structure that will save you a lot of time with proper use.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Data Management Framework, 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