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

In this article, I will explain how to set up and use the Help system for Dynamics 365 Finance and Operations. We usually perform this set up for test and live environments. I’ll show it on a test environment.

First, log into the test environment and open the System Management->Settings->System parameters screen.

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Open the help window. If you are opening it for the first time, a warning window appears and tells you to connect to the LCS project. If you have opened it before and you have not established the connection like me, you can choose it as follows. You may have more than one project, but it is useful to choose the project which you created this environment on.

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After selecting it, standard Task guide libraries will appear. You can add via LCS and choose from here. Select the LCS project for support as well.

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After these steps, the help setup is ready. Now you can click ? And open the help screen.

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If you are not in a form, a screen like the one below will open.

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Since our environment is in Turkish, help is displayed in Turkish. You can also set it to be displayed in different languages.

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If you open it from a form, related topics will appear. Since I opened the Help screen through the all customers form, the related topics were listed.

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In this article, I explained how to setup help. Help is a vast resource. It is useful to look into it. You can learn many details here. In addition, thanks to this setup you can create support requests. I will also talk about support requests in another article.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Help, 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 show you how you can open a support case via Dynamics 365 Finance and Operations and access automatically-generated support records via LCS and Azure DevOps.

First, some basic setups need to be made. In my previous articles, I explained how to setup Help. If you follow the setups there, you can create a support case without having to do anything else. When you click the question mark and click Support, if you have not installed, the LCS connection screen will appear.

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You can click the link and establish the connection. It will be connected without entering any information here.

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When the connection is successful, the following screen will appear. You can now create a support case.

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Click on the question mark again and click Support.

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On the screen that opens, you can enter many details about your support case. First, enter the title and description of the issue.  You can create a task record and add it here. If there is a file log, you can add it. You can indicate if the issue prevents you from working. The more details provided here, the easier the solution will be.

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For Send to be active, you have to click Yes for the email notification. Then, when you click Send, the following screen will appear.

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The support case you created will be sent as follows.

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To view the support request you created on LCS, open your project and click Support.

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The support case you created appears in the support issues section. You can follow the actions from here. Also, a Work Item has been created in Azure DevOps. You can open Azure DevOps Work Item record by clicking directly on the support case name.

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You can also see the support case you created in Azure DevOps. From here, you can follow the necessary steps to solve it.

In this article, I tried to explain how to enter a new support case and view it via LCS and Azure DevOps. Support has always been a painful process for business applications. It’s not easy to get users who just take a screenshot of the error and post it to enter detailed support cases. However, this mechanism will reduce the IT workload and make it easier to track. For this reason, it’s best to encourage business units to use this place. For example, support cases entered here can be prioritized and resolved quickly.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Support Case, 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 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

In this article, I will try to explain how to set up the Azure connection required to Deploy Dynamics 365 For Finance and Operations via Lifecycle Services. First, open your project from Lifecycle Services. Under Environments, click on Microsoft Azure settings.

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Your Azure Connectors will appear from the Azure connectors tab, if any. Since I have an available connection for this environment, it appears on the list. When you check here again after completing these steps, the connection should be established.  You can start adding a new link by clicking the + Add button.

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In the window that opens, Name will be the name we gave for the link.  In the Azure subscription ID section, you must enter the code of the Azure membership we want to connect to. Tenant Domain information will automatically be available. You should mark Azure Rsource Manager(ARM) as Yes. Proceed to the next page by clicking Next.

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You must have given the Dynamics Deployment Services authorization that I mentioned in my previous article before this step. If you have, you will see the screen below. Proceed to the next page by clicking Next.

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Before continuing, you need to download the Management certificate and upload it to the Microsoft Azure Portal. You can leave this page open.

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Sign in to the Azure portal and choose the membership you want to connect with.

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Click on the Management certificates section and click the Upload button in the window that opens.

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Select the certificate you downloaded and install it.

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When you see this screen, it means the installation process is completed.

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You can return to the screen in Lifecycle Services and continue by clicking the Next button. After this stage, you can continue without any errors. 

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In the Azure region, you usually choose West Europe.

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After clicking the Connect button, you should see an item like the one below in your Azure Connection list. At this point, the connection is complete.

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In this article, I tried to explain how to set up Azure connection through Lifecycle Services. Since Dynamics 365 is a structure running on Azure, it is necessary to have knowledge about many Azure issues. I plan to continue writing articles on these topics. I hope it is useful for you.

Regards.

www.fatihdemirci.net

TAGs: Lifecycle Services, LCS, Azure, Azure DevOps, Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM, Azure Connections

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