[Model-Driven Apps] Find out why the Appointment Form refreshes upon record save and how to turn off Appointment Scheduling Alert if necessary
Belgium e-ID to Dynamics 365
Back up Dynamics 365 with the Power Platform Admin Center
Microsoft recently released Backup & Restore functionality to the Power Platform Admin center and changed this to the default. This is quite different, so I will give you an overview.
If you open the “Backup & Restore” tab in the classic Dynamics 365 Admin Center
You will now get this pop-up message:
In the Power Platform Admin center you can now access backups from the Environments area.
https://admin.powerplatform.microsoft.com/environments
Backup
• To create a backup select an Environment and click the ellipses ( ) to bring up the menu, then select Backups > Create
• Alternately click Backups then Create from the command bar.
• When the backup is complete a successfully created message will be displayed
Restore Backup
To Restore a backup click the “Restore or manage” button.
System Backups:
The benefits of the new back restoration is that you can select backups from up to a month ago for Production instances. Additionally the backups are available in half hourly increments.
Note: backups can only be restored to Sandbox environments.
1. To restore a System backup select a date and time then the Continue button.
2. A pop-up menu will appear, where you can select the environment to overwrite.
3. Under Edit details you can specify the name of your Dynamics 365 environment.
4. Click Restore to begin the restoring your backup to the specified environment.
Manual Backups:
1. You can select manual backups, which are available for 1month after the created on date.
2. Select the backup you want to restore
3. Click the …
4. Select Restore
5. A menu will appear, select the environment you want to restore the backup to. Note this menu contains the information from the person who created the backup.
6. Under Edit details you can specify the name of your Dynamics 365 environment.
7. Click Restore to begin the restoration process.
Microsoft Dynamics: Focus on Growing Your Business
Dynamics GP is a complete enterprise resource planning solution for small to medium sized businesses. Dynamics GP helps you gain control over your primary business drivers. From financials and reporting to operations, Dynamics GP brings people and systems together to support your business ambitions.
Get More with Business Intelligence and Reporting
• Business Analyzer
Gain powerful, role-specific insight with charts and graphs both inside of Dynamics GP client and outside through a companion application, plus perform tasks and collaborate with others. View SQL Reporting Services, Microsoft Excel and Management Reporter reports from one central location, giving the ability to access data from virtually anywhere. Business Analyzer is optimized for tablets powered by Windows, iOS and Android platforms.
• PowerBI Dashboards and Reports
Several premade dashboards and reports are available that connect directly the Dynamics GP and accessible through PowerBI Desktop or on the Dynamics GP Homepage.
• Excel Reports
With over 400 built in Microsoft Excel reports that connect directly to the data source plus an Excel report builder, Dynamics GP offers a solid foundation to create reporting. Refreshable excel reports provide easy and quick access to latest data from a network location, local desktop, or even SharePoint.
Cloud implementations typically deliver full return on investment within two years and may cost as much as 50% less than traditional on-premise solutions. Savings will be accrued in multiple areas:
• Fewer IT staff will be needed to maintain hardware and program/develop software.
• Upgrading is far more simple and inexpensive without the need to constantly reapply all the customizations you've made to your system over the years.
• Many customers pay maintenance fees on accounting modules they haven’t even implemented yet, so eliminating those wasted or unwanted fees will result in huge savings. Some vendors are offering customers that migrate to the cloud the change to convert their license support costs to a subscription model, without losing the license permanently.
Accountnet helps drive the digital transformation of your business on your terms. As a Microsoft Gold Certified Partner, Accountnet helps companies get up and running with Microsoft Dynamics. Our Microsoft solutions provide accounting personnel the information they need to do their jobs well — wherever they are, in whatever application they choose to use. Take the next step toward growth with Microsoft Dynamics 365 Business Central in the cloud. Contact us at Accountnet to learn more! www.microsoftfinacialsoftware.com
Written By Accountnet, Inc.
TWITTER: DynamicsNewYork
Dynamices 365 FO : error "the smtp server requires a secure connection or the client was not authenticated
Its give error "the smtp server requires a secure connection or the client was not authenticated. The server response was 5.7.57 SMTP; client was not authenticated to send anonymous mail during MAIL FROM"
Any suggestions???
Solution :
Try using same email to login to DynFO which you configured in smtp setup. If this works go to office email portal and enable 'send as' .
Case resolution for the ERP system
The XYZ company have multiple branches (A,B,C,D):
1/The A,B branches are independent accounting (have separate legal and manager)
2/The C,D branches are dependent accounting (don't have separate legal and manager)
3/The supplier, customer can have business with 4 branches
4/The each of branch have own warehouse
5/The 4 branches can use same some of items.
6/The A,B branches can create separate Balance sheet, P&L reports.
7/The C,D branches can't create separate Balance sheet, P&L reports.
Question:
1/ Can the ERP system support this case?. Thank you.
Answer:
Yes it is, you need to follow procedure for legal entity and branch. Customer, vendor etc can be shared between legal entities
Dynamics 365 Business Central – Cloud or On-Premise. What should you choose?
Dynamics 365 Business Central – Cloud or On-Premise. What should you choose?
In the event that you've arrived on Dynamics 365 Business Central as the best choice for your business organizations, you've made some amazing progress as of now, yet regardless you have a significant choice left to make; how to deploy it.
While executing an ERP system, the first and perhaps generally significant, decision to make is whether to pick a cloud solution situated in the cloud on a leased server or whether the solution must be actualized locally without anyone else server, additionally approached reason. The two strategies have their very own favorable circumstances and drawbacks, which ought to be thought about before picking an answer. There isn't one kind of solution that suits all organizations, it relies totally upon your business needs. You ought to in this manner examine the organization's needs and afterward figure out which strategy best suits your organization's needs.
In order to Deploy Dynamics 365 Business Central, you’ll have following options when it comes to access your software.
- Dynamics 365 Business Central in the cloud
- Dynamics 365 Business Central On-premise
Dynamics 365 Business Central in the cloud
The most preferable choice for Dynamics 365 Business Central users, is deploying in the cloud. The Cloud version of Business Central is not as flexible and adaptable as the On-Premise version, but you can, however, develop or buy so-called Extensions. Extensions are plugins you use to customize the solution, but without changing the basic code itself. Therefore, Extensions are finished solutions, not real adjustments.
Key Features:
- Access to Add-Ons through App-Source
- Tight integration with other cloud products
- Fast Implementation
- Supports applications and tools built on the universal Power platform
- Zero new license costs and no recurring license renewal expenses with a predictable monthly subscription
- High availability and disaster recovery
- Data backups
Dynamics 365 Business Central On-Premise
The On-Premise adaptation of Dynamics 365 Business Central is for those organizations who, for some, reasons, may need to have power over their own server, and henceforth their information, and/or need more customization alternatives than the cloud variant offers. Likewise, with Dynamics NAV, Business Central On-premise is very adaptable and can be custom-made precisely to the necessities of your business, regardless of how complex they might be.
Key Features:
- Retain full ownership of business information
- Efficiently manage and control the updates related to applications
- Additional investments to be made in existing hardware and IT infrastructure
- Generates business focused intelligent reports, including SQL Server Reporting Services (SSRS)
- Minimizes and control online / cloud data storage expenses
So what to choose, cloud or on-premise installation?
Whether you choose Dynamics 365 Business Central On-premise or Cloud, the choice depends entirely on your business needs in your company and how much you are willing to invest when implementing or upgrading to a new ERP system.
For more information and a tailored demonstration, please contact us at MetaOption.
IRS Releases Tax Withholding Assistant for Employers
In December of 2019, the IRS released a new tool that might be very helpful to employers dealing with the updated 2020 Form W-4. Payroll professionals are getting questions from employees - “If I give you a new W-4, how will this affect the federal taxes withheld from my paycheck?” This can be a difficult answer without having an easy way to “What If” the calculation. Additionally, this tool can help give confidence to payroll professionals that the federal withholding calculated by a software system, or manually, is correct.
According to information on the IRS website:
“The Income Tax Withholding Assistant is a spreadsheet that will help small employers calculate the amount of federal income tax to withhold from their employees’ wages. It will help you as you transition to the new Form W-4 for 2020.
Use the Income Tax Withholding Assistant if you typically use Publication 15-T to determine your employees’ income tax withholding. If you use an automated payroll system, you do not need to use the Assistant.
The Tax Withholding Assistant is available in Excel format.”
This tool can be downloaded here.
How to Use the Tax Withholding Assistant
Open the Tax Withholding Assistant and follow these steps to calculate your employees’ tax withholding for 2020. Be sure that your employee has given you a completed Form W-4. The Assistant can accommodate both the 2020 Form W-4 and Forms W-4 from prior years.
You will want to save a separate copy of the spreadsheet for each employee.
- Indicate how frequently you pay your employee.
- Specify which version of Form W-4 applies to the employee.
- Enter the requested information from your employee’s Form W-4.
- Save a copy of the spreadsheet with the employee’s name in the file name.
- Each pay period, open each employee’s Tax Withholding Assistant spreadsheet and enter the wage or salary amount for that period. The spreadsheet will then display the correct amount of federal income tax to withhold.
Integrity Data is your partner in HR and Payroll compliance. We’re here to help! Have more questions on the W-4 or Publication 15-T? Check out our blog for more details.
Want more information about our “What If” Calculator, contact our sales team at sales@integrity-data.com.
Written by Integrity Data
Top Ten ERP Software Blog Posts for 2019
What topics were the most popular with ERP Software Blog readers in 2019? Take a look:
- Making the Big ERP Decision – Choosing the best from Microsoft Dynamics 365 for Finance and Operations Scores Over SAP S/4 HANA and Oracle ERP Cloud? by Synoptek
As you look to digitize your business and embark on the path to innovation and true digital transformation by leveraging an ERP, the 3 obvious choices are Microsoft Dynamics 365 for Finance and Operations, SAP S/4 HANA, and Oracle ERP Cloud. But with all offering a variety of innovative features and each investing heavily in modern technologies such as cloud, machine learning, and analytics, comparing them can be complex. What do these ERPs offer? Which solution wins out over the other two? And which solution is best suited for your business? Read this article to find out.
Microsoft Dynamics 365 Business Central is an all-in-one business management solution that's easy to use and adapt, helping you connect your business and make smarter decisions. Built on functionality within Microsoft Dynamics NAV, Dynamics 365 Business Central is the next generation of Dynamics NAV available either as an On-Premise or Cloud Business Management Solution. The information written in this article here and in Microsoft Dynamics 365 Business Central On-Premise Licensing Guide will give you a better idea of this modern business management solution.
A Nonstock Item contains information about items that your company sells but does not carry in inventory. Nonstock Items don’t have much information unlike normal item cards because you simply utilize these items to offer on quotes and in other ways. If you want to post sales transactions using these items, you first need to convert them into normal item cards. Here, we’ll guide you through how to create and manage a Nonstock Item and how to convert them into normal cards.
Both D365 Business Central and D365 for Sales deliver the value that every business searches for. And with the built-in connector, Microsoft has made it easy for businesses to leverage the power of both systems. The integration allows you to work with and synchronize data types that are common to both services and keep the data up-to-date in both locations. This post breaks down how the integration works and covers what can be synchronized.
Microsoft Dynamics 365 Business Central helps you connect your business and is easy to use and adapt to fit your needs. There are several different versions available, each offering unique features to choose from depending on what your personal business needs are. Here the Microsoft Dynamics 365 Business Central Pricing and User Licensing Options are summarized for the Cloud Version of the system.
A useful feature in Microsoft Dynamics 365 Business Central is the ‘Item Types’ where you can set an Item depending on how your company is using it. The Item Types feature has been further enhanced in Microsoft Dynamics 365 Business Central compared to the previous versions. Until now, ‘Item Types’ were only categorized as either “Inventory” or “Service”. But now a third Item Type called “Non-Inventory” has been introduced in Microsoft Dynamics 365 Business Central. In this blog, we explain what each of these three ‘Item Type' options are.
Consolidating multiple companies in Dynamics 365 is easier than you think. Microsoft Dynamics 365 is a powerful solution for enterprises with multiple business units. By giving you the ability to consolidate multiple businesses into a single general ledger report, 365 Business Central allows you to launch your business quickly, manage multiple companies, and grow at a pace that works for you. In this post, we’ll walk you through the 4 simple steps needed to perform a general ledger consolidation across multiple businesses.
There are several ways that you can process customer payments in Microsoft Dynamics 365 Business Central. Two of the options allow you to post a payment without applying it to an invoice or memo and process the application later. The third option requires you to select the invoice or memo. This blog reviews each Dynamics 365 payment processing method so that you can decide which works best for you and your company.
Spending each day carrying out tasks, attending meetings, traveling, and making important business decisions can be taxing. If you add to this the hundreds of weekly emails you receive, a lot of your precious time is taken up. This article tells you all you need to know about how with Microsoft Flow, you can automate many of these daily tasks and set up workflows between various services. This allows you to allocate time to tasks that really matter and work more efficiently.
If you have ever started a Dynamics 365 Business Central trial, you might think there are some premium features missing, such as Manufacturing and Service Management. Until recently, it was instructed to go through a CSP Provider to get access to the premium Dynamics 365 Business Central trial. But in this post, we show you how now with just a quick search and a couple clicks you can easily get a premium trial.
Next steps?
Want to check out the hottest topics for 2020? Visit www.erpsoftwareblog.com and sign up for the RSS feed or subscribe to receive new blog posts via email.
Are you a Microsoft Dynamics ERP Partner that is interested in writing for the ERP Software Blog? Contact us.
By ERP Software Blog Writer, www.erpsoftwareblog.com
Top Ten ERP Software Blog Posts for 2019
Azure Integration Release Management best practices
Data Conversion with Twinings: Consolidation and Commitment to Goals
Prerna Goja of Zensa: Two things technology companies can do to create accessible products
Prerna Goja is the founder and CEO of Zensa, a mobile solutions company developing applications for multiple industries, including retail, education, finance, insurance, and travel. Zensa designs and develops accessible apps and web solutions, delivering custom applications that are usable by all, including those with different abilities. Prerna is an accessibility leader and champion who has built a business around inclusion and creating a sense of belongingness. We talked about her journey as a founder and leader, and she shared two things all technology companies can do to make their products and services more accessible.
You’ve worked in the technology space for several years. Can you tell us a little bit about your career?
Prior to being an entrepreneur, I spent over a decade supporting organizations like Microsoft, Amazon, Facebook, and Intel, driving solutions through strategic planning, account management and partner relationship management. I founded and scaled technology solution companies across the Americas, Asia-Pacific and the Middle East.
Why did you decide to start your own company, Zensa?
The name Zensa suggests balance. My goal was to build a company with a balance of giving and building great products and services to empower people and businesses. That balance has been crucial to making Zensa a reality.
Can you tell us a bit about your journey as a female founder and entrepreneur? What were some of the challenges you faced?
My journey has been focused on building inclusion and delivering solutions to make tech experiences usable and accessible to all. It’s about creating opportunities where people with different abilities can succeed.
I experienced some challenges as a female founder that I think other women entrepreneurs face: access to capital, business opportunities and an inadequate support system for business mentorship. Fortunately, I think a huge transformation is taking place as large corporations are focusing on diversity and inclusion (D&I). One thing all companies can do is to allocate a percentage of business spend towards D&I efforts.
Let’s talk about Zensa’s accessibility services. What is accessibility?
Accessibility is the ease with which every individual with different abilities can access information, digital experiences, and web content and use features as well as contribute to them. Accessibility enables inclusion of every individual. Zensa provides compliance testing, web, app, and mobile testing, usability testing, and document accessibility, among other services. We also provide accessibility program management, development, deployment and staffing services.
When did Zensa add accessibility services to your offerings? What was the impetus to add accessibility services to your portfolio?
Accessibility has always been very close to my heart and integral to how we’ve operated since the beginning. Creating a sense of belongingness and progression for all motivated me to build services that provide accessible and usable experiences for everyone. Empowerment comes from belongingness.
Why does accessibility matter?
I believe every person has the fundamental right to access information and technology via the web or a device–no one should be excluded. Every company and organization has a responsibility to provide equal service to its customers or users and to create a sense of belongingness.
From a business standpoint, accessibility is important because there are more than one billion people in the world with different abilities, so excluding this huge number of potential customers and users can be detrimental to growth. In many countries, accessibility in technology is required by law, with strict penalties for non-compliance. Most people will experience some type of different ability in their lives, even if it’s temporary. It’s important that we’re all able to use and access technology.
Why is accessibility essential for web content and apps?
We live in a world that is more technology and web dependent than ever, and access to web and mobile content has become an essential part of daily life. Web sites, web applications, and native apps designed with accessibility in mind allow people with different abilities to perceive, understand, navigate, interact and contribute to the web. Accessibility is about inclusion.
Zensa is a Microsoft Gold Partner. Why did you choose to build your accessibility practice with us?
It’s been incredible to be a Microsoft Gold ISV Partner. Microsoft has been instrumental in driving thought leadership around empathy in business and demonstrating how empathy can drive growth. At Zensa, we’re focused on advocating and empowering everyone. Microsoft’s mission to empower every person and organization on the planet to achieve more aligns well with our values and how we do business.
What are two things tech companies can do to create web and mobile apps that are more accessible?
In my experience there are two integral things we can do. Firstly, companies need to involve all stakeholders in the product development process from the beginning. Planning and designing accessible applications from the get-go is more effective than trying to add accessible features later.
The second thing companies can do is identify an accessibility champ for each team to serve as the go-to person for accessibility-related issues and making sure products and services follow accessibility guidelines.
Other posts you may like
US Partner Success Attribute #5: Culture Alignment
Lani Phillips at Microsoft Inspire: Inclusive leadership in action
The post Prerna Goja of Zensa: Two things technology companies can do to create accessible products appeared first on US Partner Community Blog.
The ledger posting group does not have an account for sales tax direction sales tax receivable specified in Dynamics 365 F&O
Sales Tax code must be entered if the account is a Sales Tax account in Dynamics 365 F&O
AppSourceCop & mandatoryAffixes
I recently blogged about how to rename files with my VSCode Extension to comply with the new filename conventions from Microsoft. Somewhat related to that, we need to talk about …
Pre- or Suffixing
It’s been known for a while: pre-or suffixing is necessary to “live in the cloud”. It prevents duplicate names in various places: duplicate table names, duplicate field names .. things like that. It is actually very well described on Microsoft Docs here: https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/compliance/apptest-prefix-suffix.
In short: you need to pre-or suffix, especially for apps on AppSource, but actually on anything you do!
AppSourceCop can help (let’s say “force”) you
You are probably familiar with : the codecop with code analysis rules that are specifically for AppSource. Well .. when you enable this, it can help you. And in the next release: it will force you to remember to set an affix (which means: a suffix or a prefix).
You can simply enable the AppSourceCop by:

In terms of “affixes”, the AppSourceCop needs to know which you use. If you don’t do that – in the next release (v16) – the analyzer will tell you that you HAVE to tell him:

What you need to do
From the documentation, it’s quite clear what you need to do:
- Create a file AppSourceCop.json in the root of your workspace (next to the app.json)
- Fill it with the property “MandatoryAffixes”, and provide all affixes that you intend to use in the app. Here is an example of the content of that file:

You’ll see that IntelliSense will help you to complete this file… . As you can see, I also provided the supported countries as also that will be mandatory (by a coderule) in release 16. But let’s focus on the affixes in this post ;-). What I told the AppSourceCop in this case, is that I will use only one affix, being “WLD”.
Done?
Well, you’re not done yet. All you’ve done now, is told the AppSourceCop on which affixes it needs to check the objects and controls. That way, it can “remind” you that you need to pay attention to it, like here:

Obviously, it’s your job now to take this into account, and haven decent names for your objects, fields, .. .
Wait .. it’s not going to provide that affix for me??
No! But don’t worry – that’s where I come in ;-). You might be familiar with my “CRS AL Language Extension” in VSCode that can handle renames of files. Well, during the rename, it can provide a prefix or suffix. So by simply setting some extra settings for my extension (and yes – by providing the suffix again), you’ll be able to get this going for you in an automated way:

In short, this setting will automatically provide the WLD-suffix where it needs to when you save a file.
There is a disconnect though …
The AppSourceCop allows multiple affixes .. and my CRS AL Language Extension does not. So whenever you intend to use multiple affixes, I’m afraid you’ll have to disable the automatic rename by my extension, because it will only apply one. Simply remove the settings about the suffix, and provide it manually (AppSourceCop will remind you where ;-)).
Even more – if you enable the CodeCop in the next release, you’ll even have another rule to worry about: file name conventions. So, if you enable codecop:

This is something you could get in v16:

I actually already blogged about that very recently, so I’m not going to repeat that. BUT – this coderule is also going to assume than when you used this “MandatoryAffixes” (which you have to in the next release), that you DON’T use the affix in the filename (read the error above carefully, and you’ll notice it doesn’t want my affix in it).
Well, I had foreseen this setting for it:

But that also is only useful for only one suffix or prefix at this moment.
In short – auto renaming can become a challenge … :-/ … and that sucks…
Stay tuned…
Headaches that I intend to solve for you in the near future. This is what I intend to do in short term:
- I’m going to read and take the “MandatoryAffixes” setting from the AppSourceCop.json file into account
- When you have enabled “RemoveSuffixFromFilename”, I will loop all affixes, and remove it when it’s used as prefix or suffix. The danger there is that I’ll remove too much, or make the wrong assumptions, so I’ll make it case sensitive, and probably stop removing after I find one affix – just to minimize the risk. Future will tell how well it works. But this will hopefully solve the fact that the CodeCop wants us to disregard a multitude of affixes.
- I will keep the “ObjectNameSuffix” and “ObjectNamePrefix” setting. It will act as a “current” setting. Meaning that when I find that one of the affixes in the AppSourceCop.json is already applied, I’m not going to apply anything anymore. If not, I’ll apply the one from the settings.. . I’ll try to make this case sensitive as well.
Or that’s at least how I have it in my head now … . I also realise that simplicity is key – I shouldn’t make it too complicated to use this. So .. yeah .. this did give me quite some headaches already ;-). So, if you have any idea, feedback, tip, … please share ;-). I’m open for all ideas.