How to use Saved Views in Dynamics 365 F&O

Personalization and the comfort of use for more reliable user experience have continually been the need of an hour for businesses. Previously, users could only have just a single set of personalization perform. Furthermore, if required necessary details like subtotals or group-wise detail of data, then they were solely reliant on reports for the same. To provide more satisfying user experience Saved Views can be used in specific following ways:
Views permit users to have multiple named personalized view of data perform, which allows them to instantly switch between views as and when required. That enables a user to create multiple views of a page, where every view has been built to satisfy the needs of performing a business task.
For example, one can have two or more different views for the transaction option of the inventory management module.

 

saved views
Standard View

 

saved views
Customized View as per requirement

Views that are created for page types can also include user-added filters or sorts, which allows users to quickly return to commonly filtered datasets.

 

savedviews
Data filtered based on issue status as “sold”

Views are not automatically saved when a user performs explicit changes or filters a list. Saving the views explicitly is required to provide flexibility in building a view. One must save a view before or after the modifications associated with the view is created. Moreover, one must ensure that view definitions are not accidentally altered by filters.

 

Types of views:

  • Standard view: As the name suggests, the Standard view (previously known as the Classic view) is the out-of-box view of the page, where no explicit personalizations are applied

 

saved views

Standard View

  • Personal views: These are views without locks, that either one has created or that an administrator has given to the user

 

personal view
User-created view
  • Locked views: These are the views such as the Standard view which you can’t edit. However, implicit changes that reflect page usage are automatically saved. These implicit changes include a change to the width of a grid column or expansion or collapse of a FastTab
  • New views: Published views that have not yet been opened are positioned with a spark to the left of the view name

Creating a customized saved view

To apply a filter on data and create a view, one must follow the below steps:

 

record view
Applying a filter to fetch desired records

After applying filter following data will be fetched.

 

filtered views
Filtered data

Once the desired data is fetched as per the requirements, one needs to save the view so that it will available to everyone for use.

 

New filter
Saving the newly applied filter

One can also pin the view to make it a default view for everyone.

 

default view
Pin the view to make it as Default View

Next time, when you try to open all vendor’s option you will get vendor details with group-id 10 only as the default view used in this case is fetching records based on that criteria.

Applying more customizations

One can also group data in a view or find total based on the group in view. These features come handy in many cases. Previously, to perform any task that needs customization or conditional output with calculation and other personal user experiences, users had to be dependent solely on reports and development. Now with saved view users have the choice to view data as per requirement and even save that personalized output just with ease.
An example of group data and to display the total for a specific column based on that group is given below.

 

Transactions Views
Fetching the transactions

To group data based on issue status, follow the below-mentioned steps.

 

group data
Grouping data based on issue status

 

group data
Data grouped based on issue status

Right-click and select “total this column”, to get total based on the group.

 

Total base
Generating total based on group

 

display data
The total displayed at the top based on the group “Purchased”

One can also hide certain columns based on the requirements.

 

Hide data

Let’s assume that CW Quantity is not required as of now. To get the desired view without a specific field, right-click and select “Hide this column”.

 

quantity view
CW Quantity being hidden from the view.

Saved views in Dynamics 365 Finance and Operations is significantly simplify the user experience and improve productivity with minimal efforts. To know more about Dynamics 365 Finance & Operations, feel free to contact us.

What’s New in Dynamics 365 Finance and Operations

Recently, Dynamics 365 Finance and Operations platform update 33 was released for user preview. This release has remarkable new features added to the Dynamics 365 F&O apps. Below is a brief of the changes.

 

New Grid Control

The latest and enhanced grid control offers the capability to boost user productivity, create engaging data views and insights. Below are some advantages of new grid control.

  1. Performance: It provides improved rendering speed and faster scrolling experience
  2. Positional scrolling: User can scroll the data positionally directly from the website. For example, if you browse through 10,000 rows in a grid, and click the middle of the scrollbar, you will immediately go to record 5,000. This happens without retrieving data from the server
  3. General improvements: In the existing grids, data and grids are misaligned, scrolling is not smooth as well. In the new update, various enhancements have made to improve the usability of grids
  4. Reorder columns: Now, you can record the columns just by dragging.
  5. Mathematical formulas: To make the system recognize the value as an expression, start with an equal sign. It means, now the user can enter the mathematical formulas in a grid.

The new grid also enables more complex features to be built into it. These additions to the grid will be introduced and enhanced in subsequent monthly updates:

  1. Totals: Easily view the totals for a filtered set of transactions for a specific customer
  2. Fast data entry: No obligation to wait for the server to enter data into the grid. It saves the validation time taken by the server

Grouping with subtotals in grids

To save the time and efforts of the users to create and generate an analysis of data, one can enable the grouping of data within the web client and extend the Totals feature. This will help the users to get insights directly from the Dynamics F&O app without using Excel and pivot tables.

Embedded Third-Party Apps

Now the user will have the option to embed third-party apps inside tab pages within existing forms or create new full-page experiences that showcase your third-party app.
To facilitate this, the Add a Power App option in the personalization toolbar has been replaced with an Add an app option. Selecting this option opens a gallery page where the user can decide which kind of app they want to embed, such as a Power App or website.
Note that only system administrators, security administrators, and IT managers have access to this capability out of the box.

Recommended fields

Use of AI, not only provides the personalization but also helps utilize usage data from other users doing similar work to make personalized suggestions to increase user productivity.
The suggested field surfaces when a user tries to add a new field into the page or a new column into the grid.

Finance and Operations Licensing

With the October 2019 release Dynamics 365 Finance, Dynamics 365 Supply Chain and Dynamics 365 Retail are the three separate apps. The wave 1 release in 2020 is about user-interface and license enforcement. Now, users can only access menu items that their license allows. In addition, the product name and brand will reflect the license associated with the current user.

New task recorder capabilities for RSAT

Customers are encouraged to create regression test suites using the Regression suite automation tool (RSAT) and task recorder to ensure updates to Finance and Operations apps are seamless and issue-free for their businesses.
The task recorder pane is now resizable to give you more space to work with all the content in that pane. This capability also applies to all the other content that displays in that space, therefore including the help pane, trace parser, as well as message details.
These are some of the new enhancements and features update in D365 Finance and Operations. You can read Microsoft’s documentation for details. Want to opt for Dynamics 365 for your business? You can contact us at sales@intech-systems.com to schedule a call or a demo.

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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