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How to preview PDF documents in Dynamics 365

Microsoft Dynamics 365 Finance & Operations applications deliver contemporary expertise to preview the business documents which are produced by the services. It helps to streamline the business application experience by taking the benefit of the embedded PDF Preview option.
This is a built-in toolbar which can be utilized to navigate, download furthermore to print the document using the locally connected device.

Basic Features:

Preview PDF documents in D365
Here is the illustration showcasing a preview of experience of modern business document

  • First Type “&mi=SysReportAdministration” URL in the browser which will open the “Report Option” page

 

Preview PDF documents in D365

 

  •  Set the Preview documents using the embedded viewer field to Yes.

Preview PDF documents in D365

 

  • Now we will open one Standard Report: Account Payable -> Inquiry and Report -> Vendor Report -> Vendor

PDF Viewer4

 

  • Click OK

PDF Viewer 5

 

  • You can view the details in PDF viewer

PDF Viewer

 

Advantages of the embedded PDF viewer over the legacy viewer:

  1. Dependability between the screen presentation and the printed output.
  2. A consistent document report preview experience across devices and platforms, including on-premises deployments.
  3. The server-side rendering will improve performance while producing the document.
  4. Built-In tooling that allows users to quickly navigate the contents of the business document.

This is how you can preview your important business transactions in D365 without depending on any third-party resources.
To know more about the D365 Finance & Operations, click here.

How to view and export Field Description in D365 Finance and Operations

This article is about ‘How-to’ view and export the Field Description in D365 F&O.
Dynamics 365 F&O usually provides descriptions to some or more of the complex fields. While these descriptions happen when you only hover over the field, although it is permissible to view and export the description to the field description page.

Want to know HOW? Let’s understand the visuals below.

See field descriptions in the user interface

As said earlier, you can see the description just by hovering up the field. If there is no description available, you will entirely view the field name.

field description in D365

 

Note: Not all pages or fields have field descriptions. Descriptions are only present for the more complex fields, not where the use of the field is naive.

View and export field descriptions

You can see the descriptions that are available for one page at a time.
To view the descriptions for a page, follow this step.

  • Go to Common > Inquiries > Batch jobs > Field descriptions

 

Field Description in D365

 

  • In the ‘Select a page’ field, select the name of the page.

 

field description in d365

 

You can use either the name of the page that is shown in the user interface (UI) (for example, Item model groups) or the code name (AOT name) which is available when you right-click a page (for example, InventModelGroup).
If you set the Include fields without a description option to Yes, all the fields on the page are shown, even if they don’t have a field description.

To export the descriptions for a page

  • In the ‘Select a page’ field, select a page
  • Click the Open in Microsoft Office button in the upper-right corner, and then click FieldDescriptionTmp.

 

field description in d365

 

This is it, by following the above-stated steps you can easily view and export the Field Description in Dynamics 365 Finance and Operations.
If you are stuck or want to know more about Microsoft Dynamics 365 please feel free to contact or experts at sales@intech-systems.com.

Introduction to Business Events in Dynamics 365 FINOPS

In the latest spring 2019 updates, Microsoft Dynamics 365 FINOPS has some new features which have the potential to simplify the integration with the services and applications. Business Events is one of the new features.

What is Business Events?

It is a mechanism which let the external systems receive notification from D365 FINOPS. The systems can perform business actions in response to business events.
It is used as a trigger point from the Dynamics 365 FinOps.
Business Events occur when a business process such as Purchase Order confirmation, Sales order invoice, payment posting or even a workflow approval is performed. During a business process, users who participate in it perform business actions to complete the tasks that make up the business process.
Endpoints such as Azure Service Bus and Microsoft Flow helps to manage the destinations that Finance and Operations must send business events to. Currently, the following endpoints are supported

  • Azure Service Bus Queue
  • HTTPS
  • Azure Service Bus Topic
  • Azure Event Grid
  • Microsoft Flow
  • Azure Event Hub

Multiple endpoints are created as and when there is a scenario.

What is Business Event Processing?

Finance and Operations allocate dedicated batch threads to process business events in near real-time. The maximum number of threads cannot exceed the total threads available in the system

business event 19

Threads are a shared resource while changing thread allocation in Business Event it must be taken care of.  The corresponding menu item to schedule the business events batch processor has been removed to avoid any confusion for users. Dedicated threads are allocated to process business events by the system, which ensures faster processing of business events.
If the batch job was scheduled in one of the earlier platform releases, the batch will become ineffective after the update to the latest platform and dedicated processing will occur automatically.

Prerequisites

Business events are available in latest version of Dynamics 365 FinOps.
Business events can be consumed using above-mentioned services. Therefore, customers must bring their subscriptions to such assets to use business events.

Business events that are implemented in Finance and Operations

In Finance and Operations, business events are implemented in some business processes out of the box. These business events include both workflow and non-workflow business events. A developer must use extensions to implement new business events.

How to access the Business Event catalog?

business event 20

It lists the business events that are available in the instance of Finance and Operations that user is using. The catalog is useful because it shows which business events are available, and the user can filter it by category, business event ID, and name.

  • Business events that originate from the workflow system are assigned to the Workflow category.
  • For business events that originate from other modules, the module name is used as the category name.
  • The business event catalog is built during database synchronization at the time of deployment
  • We can create a new business event as per customer requirement

Users should see the complete list of business events in the catalog. If an explicit update of the catalog is required, select

business event 21

Business Events 1

For each business event, the business event catalog shows a description. This description can help users to better understand the business event and its context in the business process. The catalog also shows the list of data fields that will be sent out in the event.
In cases where external integration systems require the schema of the payload for a business event during development, user can select Download schema to download the JavaScript Object Notation (JSON) schema.

Business event consumption models

The integration requirements and integration solution design for implementations vary. The integration requirements play a role in identifying the consumption model for business events.
User must consider the following points when they design integrations that use business events:

  • Business events can be consumed using Microsoft Flow, Service Bus, Event Grid, or other endpoint types
  • Customers must bring their own subscriptions to use Microsoft Flow, Service Bus, Event Grid, or other endpoint types
  • A business event can be activated in all legal entities or in specific legal entities
  • A business event can be sent to a unique endpoint or the same endpoints
  • Microsoft Flow can directly subscribe to business events

How to Consume Business Event using Microsoft Flow

Go to Microsoft Flow

Business Events 2

 

Click Flow Tab

business event d365

 

Click New > Below Screen will Open then click on Instant-From blank.

business event 4

 

Popup Will be Open and select Microsoft Flow and click on Create button.

business event 5

 

Type 365 and Select Dynamics 365 for Fin & Ops.

business event 6

 

Click on Business Events.

business event 7

 

Fill all the elements with details

business event 8

 

Instance– Specify the hostname of the Finance and Operations instance where business events occur.
Category – Select the category of business events such as Purchase Order, Sales Order, Account Payable, Account Receivable, etc.
Business Event – The available business events in the selected category like PO Confirmation, Sales Confirmations, etc.
Legal Entity – Specify the legal entity where the business event is being subscribed to, INMF for example

Next step and type Parse in the search box and select Pars JSON

 

business event 9

 

business event 10

 

In content text box select body

This Parse Json is used when Downloaded Schema is posted here and the Flow Dynamic Content is automatically flowing here.

business event 11

 

Then go back to D365FO and select Business Event and Download the Schema file and paste Parse JSON

 

business event 12

 

business event 13

 

business event 14

 

business event 15

 

business event 16

 

Save your flow

Business Events 11

 

The flow display as below
Business Events Flow

 

Once the user’s Purchase Order is created or confirmed, automatically mail will generate.
This is it, for now, a simple explanation on what Business Event is how it can be connected to Microsoft Flow. Till next time!

Please check some helpful links
Business events developer documentation
Use cases for business events

You can contact our sales experts if you wish to know more about Dynamics 365 Finance and Operation.

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