Posts Tagged ‘ LCS

What is Dynamics 365 Finance and Operations Optimization Advisor?

In this article, I will explain what Dynamics 365 Finance and Operations Optimization Advisor is and what it does. Optimization Advisor is a tool that allows business analysts and consultants to identify problems in module configuration and business data. Optimization Advisor recommends best practices for module configuration, and identifies outdated or incorrect setup and business data, and provides information to take action.

Open the workspace by using Modules > System administration > Workspaces > Optimization Advisor.

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My application is a dev environment with demo data, so many suggestions are listed. As I am a software developer, the suggestion that immediately caught my eye was the performance-related one. It is for using batch to improve posting performance. I click More Information.

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Here, there are details of the finding. If you decide to do it, click Take action.

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It opens the general ledger parameters form for you. From the Batch transfer rules tab, I select Scheduled batch for Transfer mode. Thus, I took action on an item of Optimization Advisor.

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In this article, I tried to explain what Optimization Advisor is and how to use it. It’s a nice feature, but the recommendations here should be tested first in test environment. Each parameter has different effects on the system. Some settings may be deliberately different in the project design. You shouldn’t change it just because you saw it here and considered it correct.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Optimization Advisor, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365

Dynamics 365 Finance and Operations Data Management 1. How to Import Data?

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

How to Move Developments to Dynamics 365 Finance and Operations Test and Live Environments? 2- Merging Code Between Dev and Main Branch.

In this article, I will talk about Merge, which is the second step required to move the developments we made from Visual Studio for Dynamics 365 Finance and Operations to Test and Live environments.  Merge is basically to transfer code between different folders and branches. Our example has two Branches: Dev and Main. The general approach is to transfer the code to Test environment with Dev Build. Then for the approved developments, it is necessary to perform Code Merge from Dev Branch to Main Branch and then create a Build on Main and transfer to live environment. Of course, these are just approaches that you may choose from. You should decide on one of these methodologies according to your own team and the requirements of the project.

So, how do we Merge from Dev to Main? First, open Visual Studio with admin rights.  Open the Team Explorer-> Source Control Explorer screen. In my previous articles, I explained how to connect DevBox to Azure DevOps. So, I directly see my Azure DevOps project. We used a different folder structure in this project.

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Right click on the Branch you want to start Merge and select Branching and Merging-> Merge.

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Source Control Merge Wizard opens. Source Branch and Target Branch appears automatically. You can change them if you want. Here I need to talk about Changeset. Changeset is a structure that contains all the objects in a check-in. An automatic ID is created and the transfer operations are usually done with this ID. Select Selected changesets here and continue. I will talk about the other option below.

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All Changesets that have not been merged will be listed. You are free to choose.

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When choosing, be careful not to leave any spaces between Changesets. Spaces can cause a lot of Conflicts and they are annoying to deal with. You should track this regularly and properly. Click Next to proceed.

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A summary screen appears and if you click Finish, the process is completed. In this environment, I do not continue as Merge is not ready yet.

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Let’s see what happens if we continue with the other option. If proceed by selecting All changes up to a specific version, we can Merge according to certain types.

  • Changeset: When you select this option you can enter any Changeset number. In addition, you can search for Changeset by clicking (…) here and select the Changeset you want from the search window.
  • Date: This option allows you to choose changes for a certain date.
  • Label: It is a mechanism that allows you to take snapshots of your development. If you use it, you can make choices for it here.
  • Label Version: It allows you to choose versions if you are using the Label mechanism.
  • Workspace Version: With this option, Devbox allows you to choose the workspace you are working on.

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If you choose Changeset, you can search for a specific Changeset number and proceed with the results.

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In this article, I talked about the Merge logic used for transferring code between branches. It is not essential to transfer the code for the test and the live, but it is necessary to determine the right strategy and automate them. The DevOps engineer has become a very important role for our applications. Now that we have transferred the codes, we can move on to the 3rd stage, Build creation.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Merge, 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

How to Move Developments to Dynamics 365 Finance and Operations Test and Live Environments? 4- Installing Deployable Package to Asset Library

In this article, I will explain how to install the Deployable Package created with Build, which is the last step of moving the developments we made from Visual Studio for Dynamics 365 Finance and Operations to Test and Live environments, to Asset Library and then how to carry this package to test and live systems. I talk about performing a simple development movement with this article. Of course, there are too many details here. There are many steps that need to be examined, especially when problems arise.

This process may be more troublesome compared to the old version, but it is definitely a better method. It will be difficult for customers who still develop live and move codes to live every day, but they should definitely switch to moving at least once a week. Even for the old version, we recommend moving to live once a week (twice at most). In this version, moving to live more frequently causes a great loss of time. The problem I usually see in projects that require intervention to live too much is that your test and design stages are insufficient. Developments that are not well designed and tested, constantly create a need to intervene to live environment. With this work logic, you cannot create projects in the new version.

In the third article of this series, we downloaded the Deployable Package, which was the result of Build. We can now upload this package to Lifecycle Services. Log in to the LCS and select our project. Open Asset Library from the menu.

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Open the Software Deploable Package tab. Open the new package download page by clicking +.

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On the page that opens, enter a name and description. It is useful to set a standard here.  Click Add a file.

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Select the package you downloaded.

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After the installation is complete, click Confirm.

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Our package appears in the list. It is not yet confirmed. After a few minutes the Valid part will also be checked. Now we can install this package in our test and live environments.

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Since it is not live in this environment, I will first show it from the test. The same steps are required for live as well.  Open your SANDBOX Test environment by clicking Full details.

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Click Maintain-> Apply updates.

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Select the package you installed from the window that opens. Apply is not active without naming it. You need to specify a suitable name format. In the new version, one of the most difficult things seems to be naming. You have to give names so many times that it is difficult to set and apply rules everywhere. After you click Apply, the test environment will automatically start to install the package and you will not be able to access the environment for at least 1 hour. You should be aware of that. You can follow the status of the installation process on the detail page of your environment.

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The process of making the package live is the same, except there are two differences. Firstly, you need to mark the Package as Release Candidate. Second, you need to set the date you want the package to go live. This is done by using the Schedule button. I could not provide an image of it because it was not live in this environment yet.

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In this article, we completed the process of moving a development environment to test and live. Of course, I explained it through a very simple and problem-free scenario. In real life, things are not that simple, but not so difficult as well. There are many tools to solve problems. Being organized is very important. You should pay attention to naming and standards. I will continue to explain the details and solution methods of this whole process. I hope it is useful for you.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps , Release Candidate, Deployable Package, 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

How to Move Developments to Dynamics 365 Finance and Operations Test and Live Environments? 1- Developing and Sending to Azure DevOps.

In this article, I will try to explain how to move the developments we made from Visual Studio for Dynamics 365 Finance and Operations to Test and Live environments. I thought of wrapping it up in a single article, but I realized it would be too long so I divided it into sections. In this first article, we will make a new development and compile it, then we will do the first tests in our development environment, and finally, we will send our development to Azure DevOps. In the other articles of this series, I will explain how to Build in Azure DevOps and how to move the package to test and live environments.

Let’s have a look at our example. I will write a simple class and make an information screen appear when it is run. Then I’ll create a MenuItem and connect it to the Menu. In my previous articles, we created the DmrWMS model and the DMRWms1 project. I will use this project. Right click on the project and click Add New Items. Select Class as its type, name it and click Add.

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I added the following codes to the class. It has a very simple structure. I made it work on its own with Main. I gave an Info in the Run method.

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Now let’s create the Menu Item that is necessary to run our class and add it to the menu. Select Action Menu Item from the Add New Items section, name it and click Add.

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Select the Object Type Class from the resulting Menu Item properties. Select the class you created as Object. Do not forget to set Label as it will appear in the menu.

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Let’s test the development now. Right click on the project and click Build.

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If Build is completed without any errors, mark the Menu Item we created as Set as Startup Object and run it by clicking Start.

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It called the Menu Item class and displayed the notification on the screen. Our code works J

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Now we can add it to a menu. Since I want to add it to a standard menu, I must use Extension. I will explain the Extension logic in my next articles, but here you can think of it as an extension of the standard object. You can add new things without breaking the standard. I created an Extension of the AcountsPayable menu with the Create extension option, as shown in the picture.

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I drag and drop my own Menu Item under PeriodicTask to the resulting menu.

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I Build my project again and run it.  Build Test appears in the menu. Our development is almost ready to send to version control. Normally it is necessary to add security related objects here. I’m skipping them for now.

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I click Team Explorer-> Panding Changes.

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I should see all the objects I’ve created. If there is something missing, I need to add it with Add to Source Control. If you have followed me here, it will automatically add when the object is created. I add a comment and click Check In.

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I click Yes to complete the process.

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When I check my Azure DevOps project, I can see all my objects. I am now ready to run Build.

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In this article, we have made the initial preparation to move developments to test and live environments. We created a simple project, performed the first tests and sent it to Azure DevOps. After this stage, if I had a Dev Branch, I had to perform Merge first. But in our example, since we work directly with main, we are ready to start Build. I will talk about how to perform Merge later.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps,Build, Deploy to Test,  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

How to Change the Default Model for Dynamics 365 Finance and Operations Developments?

When you install a new DevBox for Dynamics 365 Finance and Operations, the default model is Fleet Management. If you create a new model, you can mark it as the default model while creating it. However, to use an existing model, it is necessary to make changes to the DynamicsDevConfig file.

In my previous articles, I created the DmrWMS model and marked it as the default model. Therefore, my every new project opens in the DmrWMS model.

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I have two models in this environment. If I want to work on the other model, unfortunately I cannot choose it while creating the project.

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As you can see, it is not possible to choose a model in the new project creation screen, or I could not find it. Of course I did some research.

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To change this, it is necessary to open the DynamicsDevConfig file in C:\Users\Adminb17ce65567\Documents\Visual Studio 2015\Settings.  You must go to this path with your own user. Adminb17ce65567 is my auto-generated admin user. That is the user I connect with Remote Desktop. You can find very useful information in the DynamicsDevConfig file. Let’s go over these 3 features for now.

<DefaultCompany></DefaultCompany> // You can set the default company here.

<DefaultModelForNewProjects>DmrWMS</DefaultModelForNewProjects> // You can change the default model here. When first opened, you will see Fleet Management here.

<DefaultWebBrowser                   i:nil=”true” /> // You can set the default browser here. Sometimes if you want to use Chrome for tests you can change this.

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In this article, I tried to explain how you can change the default model with the DynamicsDevConfig file. It is imperative to work with the model and it is necessary to set up the model management correctly and make sure that the software developers develop the right model. It becomes troublesome to fix them later.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, DynamicsDevConfig, 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

Dynamics 365 Finance and Operations Alt Seviye Form Nesnelerine Yetki Nasıl Verilir?

Bu yazıda Dynamics 365 Finance and Operation uygulamasında herhangi bir nesneye nasıl yetki tanımı yapılır anlatmaya çalışacağım. Bunu çok kullanmanızı tavsiye etmiyorum. Ne kadar çok ayrıntıya girerseniz güvenliği yönetmek o kadar zor olacaktır. Ancak tabi bazı durumlarda bu ihtiyaç olacaktır. Bu durumlarda gördüğüm bir yanlışta bunu güvenlik altyapısıyla değil de kodla çözmek oluyor. Kesinlikle güvenlikle ilgili işler için kod yazmayın ilk etapta hızlı çözümmüş gibi görünür ama ilerde çok baş ağrısı olur. Desteği ve sonra gelen taleplerin karşılanması çok zorlaşır. Bu yazıda önceki yazılarımda kullandığım proje ile devam edeceğim. Bir test kullanıcısına Müşteriler formu yetkisi vermiştik. Artık formu açıp verilerini görebiliyor. Varsayalım Customer group alanı bu kullanıcıda görünmesin istendi. Bunu nasıl yapabiliriz görelim.

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How to Set Up Azure DevOps Connection via Visual Studio in Dynamics 365 Finance and Operations Development Environment?

In this article, I will talk about what needs to be done after creating a new development environment. The first step is to log into Visual Studio. Then, I will explain how to connect to the Azure DevOps project. I intend to summarize the steps to be taken before starting development in a few articles.

In these installations, I will use the development environment we built on Azure. I explained how to deploy a development environment in my previous articles. Once the machine is deployed, you can download and connect Remote Desktop connection information via LCS. Currently Visual Studio 2015 comes installed, but there will be a migration to new versions of Visual Studio soon. Visual Studio must be opened with Run as administrator. For convenience, right click on Visual Studio and click Pin to taskbar.

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Right click on the Visual Studio icon in the task bar and click Properties

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Click Advanced from the screen that opens. Check Run as administrator and click OK. This eliminates the need to do this every time you open it. Also, if you forget this, some functions do not work, and you will waste time.

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We need to Sign in with an account authorized for Visual Studio.

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I use an account created for this project.

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Software developers like to use Dark themes, but I use the classic theme because I have difficulty reading on dark screen.

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If there is no problem with your user’s authorization, your login will be completed. Dynamics 365 menu is available. I will talk about the menus here in my next articles. Now open the Team Explorer screen.

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Open the connection page with the Manage Connections link.

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Nothing appears in the Select a Team Foundation Server section. The reason for this is that the user login I used to connect to Visual Studio is not authorized for the Azure DevOps project that we connect to LCS.

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Open the Azure DevOps project and invite the user to the project by clicking Invite.  Of course, you must log in with an authorized user in Azure DevOps. Since I have the information of the Admin account, I logged in with it.

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When I type my username from the search, it automatically appears. I select and add it.

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Also, since I want to have Admin rights in this project, I add my user to the Administrators section as shown in the picture.

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When I looked back to Visual Studio, I could see my project. To do this, you need to restart Visual Studio. Refreshing doesn’t work.

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When you click Connect, you will be connected to your Azure DevOps project. You will see the link under Visual Studio Team Services as shown below.

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In this article, I talked about the initial settings required for a new Devbox. First of all, it is very important to open Visual Studio with admin rights. It is often forgotten, so I explained how to make a definition to automate it. Then, we established the connection to our Azure DevOps project, which is required for the version control of our application. Now we can move on to the other settings. I will talk about Model, Package and Branch setups in my next articles.

Regards.

www.fatihdemirci.net

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

How to set up the Dynamics 365 Finance and Operations Help system?

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

How to Create a Dynamics 365 Finance and Operations Support Case?

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

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