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What is Dynamics 365 Finance and Operations?

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An ERP system can provide your business a significant boost and competitive advantage. Organizations in construction, healthcare, hospitality can efficiently monitor manufacturing and distribution processes. Enterprise Resource Planning (ERP) software is critical for an organization to execute business operations in a centralized and integrated system. ERP systems use a single database to store all the data so that all departments can analyze and use the same data efficiently.

It’s suitable for medium to large organizations that need to enhance finances and inventory. If you’re wondering what is dynamics 365 finance and operations and how it can automate your business processes, here is everything you should know.

Microsoft offers various solutions to help businesses manage inventory, production, monitor and maintain business operation and grow exponentially. Released as Microsoft Dynamics AX in 2016, Dynamics 365 for Finance and Operations is one such solution that helps businesses manage sales, project management, manufacturing, customer relation, etc. The enterprise edition of Microsoft’s Dynamics 365 Finance & Operations is a widely used cloud-based ERP solution. D365 for finance and operations comes with built-in intelligent features and out-of-the-box functionality. It’s easy to integrate with Microsoft office 365 and a CRM app that lets users work efficiently and undertake any level of complexity.

Dynamics 365 Finance & Operations Capabilities

D365 for Finance and Operations has advanced capabilities that help organizations streamline operations throughout all departments and manage finances and inventory.

  • Microsoft Dynamics 365 for Operations allows businesses to develop a unified platform to manage numerous processes. The solution empowers warehouse management and ensures consistent and timely delivery of products.
  • Microsoft Dynamics 365 for Finance and Operations is a cloud-first solution. However, It’s not limited to Cloud and also works smoothly on-premise.
  • Microsoft Dynamics 365 FNO is an excellent ERP application equipped with modern machine learning that advances financial management and improves cash flow. Businesses can improve finance management with its predictive recommendations and proactive guidance and increase profits.
  • Users can effortlessly analyze system performance and usage to detect issues and accelerate business processes through D365 for Finance and Operation. It provides end-to-end app management and has an intuitive, browser-based user interface that allows users to make quick and accurate decisions.
  • Microsoft Dynamics 365 for Financials integrates logistics covering various sites to diminish operational costs. Also, the program utilizes automated procure-to-pay and order-to-cash methods which streamlines processes. 
  • Microsoft Dynamics 365 for FNO is a highly customizable platform that has visual editors and flexible tools. The program is easy to customize to suit your constantly changing business needs.

How to Deploy Dynamics 365 for Finance and Operations

Businesses and organizations can deploy D365 for Finance and operations at their convenience. D365 for FNO can be deployed on-premise or Microsoft-managed cloud and cloud edge. 

Microsoft licenses Dynamics 365 FNO as two different applications﹘Dynamics 365 Finance and Dynamics 365 Supply Chain Management.Dynamics 365 Finance incorporates financials, and accounting, project management, and budgeting for large global companies. On the other hand, Dynamics 365 Supply Chain Management comprises manufacturing, warehousing, distribution, and engineering.

If you’re interested in discovering more about Dynamics 365 for Finance and Operations or need expert assistance to choose the best Dynamics 365 Services, reach out to us now. Our certified consultants and developers will answer your queries and provide the required solutions.

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What is Microsoft Dynamics 365 Remote Assist?

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Global businesses and enterprises are now facing challenges to accomplish seamless communication between on-site technicians and remote employees. Technicians on-site and in remote locations frequently encounter difficulties that are beyond the scope of their expertise. It’s critical for businesses to get such issues resolved as quickly as possible and minimize interruption in business operations. Microsoft Dynamics 365 remote Assist resolves these issues by allowing employees to efficiently collaborate and work together from different locations. With Dynamics 365 remote assist, on-site workers can share the real-time view with the experts to get immediate help when servicing equipment. If you are eager to know how Dynamics 365 remote assist can improve collaboration and streamline your business operations, then first find out what is Dynamics 365 Remote Assist.

What is Dynamics 365 Remote Assist?

Microsoft Dynamics 365 Remote Assist is an application through which users can make video calls through Microsoft Teams. It’s a unique solution built to facilitate uninterrupted and real-time communication.

Dynamics 365 Remote Assist works on Android, iOS devices, and HoloLens.

Businesses can use Dynamics 365 Remote Assist to improve collaborative maintenance, remote inspections, training, and repair equipment. It eases collaboration between on-site employees and technicians in different locations and allows them to work together and solve issues promptly. Employees can use Remote Assist on either a mobile device or Microsoft HoloLens 2 to work side-by-side with experts.

Dynamics 365 Remote Assist Features

Dynamics 365 Remote Assist bridges the communication gap between the technicians that work on-site and experts. With Remote Assist, on-site technicians can get instant help and guidance to resolve critical issues. Remote Assist provides several features, including:

  • It allows users to make video calls via Microsoft teams for an immediate remote assistant.
  • Dynamics 365 Remote Assist has an annotation feature that enables technicians and experts to capture and remark snapshots during a video call even in low-connectivity scenarios.
  • Technicians can send and receive text messages through Dynamics 365 Remote Assist and experts can revert possible solutions.

Remote Assist mobile app can be integrated with Dynamics 365 Field Service. It enables users to launch the Remote Assist mobile app through Field Service mobile and have call log data loaded automatically within the Field Service work order after the call ends.

Dynamics 365 Remote Assist Benefits

Dynamics 365 Remote Assist facilitates real-time communication among employees and reduces time and cost of travel. Experts can resolve issues without actually going on-site through Remote Assist. Workers and experts can leverage annotation, screenshots, and real-time view of equipment or its particular part to work on instructions efficiently.

Final Words

Overall, Dynamics 365 Remote Assist is an ultimate tool that can make communication among experts and on-site workers fast, productive, and less stressful. If you’re interested in trying Microsoft Dynamics 365 Remote Assist app on your mobile phone, tablet, or HoloLens, opt for a License-free90-day trial or 30-day trial with the license for over 25 users.

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Paper work

How to use Package deployer tool to deploy packages for dynamics 365

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If you are a developer then you must know what is use of package solutions into dynamics. A package solution contains entities, fields, plugins, your application logic code and etc elements. Sometimes we need more than one package to ship to our customers for their functional dependency. Package deployer tool helps to create a single package that can contain multiple packages, master data files, code, and able to contains almost most of the required elements to create a single package on which we can show custom Html to describe details about the package.

 

We can download the Package Deployer using PowerShell from below link

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/download-tools-nuget

For creating package using visual studio we need package deployer template you can download it from below site

https://marketplace.visualstudio.com/items?itemName=DynamicsCRMPG.MicrosoftDynamicsCRMSDKTemplates

Run the CRMSDKTemplates.vsix to install the template for your visual studio.

After successful installation, create a new project of type CRM Package

New project window

In solution we have PkgFolder, Inside it we have:

Content -folder in which we can configure wizard’s html page to show information regarding package and company.

ImportConfig.xml – Configuration file for mapping data files and solutions.

Here we need to place our configdata and record files as well.

Below is the screenshot:

how to create package in package deployer

To create the data file use configuration migration tool of CRM SDK.

Update ImportConfig.xml by mentioned your files. Place the solution which you like to ship.

Update Html according to your needs.

Now Create one folder and place all the code which you found inside PackageDeployment tool.

Build the solution and copy PkgFolder and dll of the project and paste into newly created folder which has PackageDeployement files

shows package folder file

Run PackageDeployer, add your orgainization credentials and you will get the deployer wizard as below

MY EMS package tool setup wwindow
Ready to install MY EMS package tool page
Reading to MY EMS package installer configuration
executing install actions
executing install actions checklist
installation complete image
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Pie chart with all information

Microsoft CRM Reporting RdlHelper Error in SSRS Report

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ERROR WHILE LOADING CODE MODULE ‘MICROSOFT.CRM.REPORTING.RDLHELPER’. COULD NOT LOAD FILE OR ASSEMBLY ERROR IN REPORT INSIDE DYNAMICS 365

 

Today I found this issue when trying to compile a FetchXML-based report in Visual Studio 2015 I got an error. So this story starts when I downloaded a working rdl file from MS CRM D365 and made some minor changes in it inside the visual studio. I was trying to preview this existing report in Visual Studio 2015 I got this following error:

showing issue

After banging my head for some time, I found that this issue occurred due to the Assembly version of Microsoft.Crm.Reporting.RdlHelper,

TO FIX THIS ISSUE FOLLOW THE BELOW STEPS:
  1. Click on Report rdl file in solution explorer.
  2. Go to the Report section in the header in visual studio.
  3. Click on Report Properties, It will open property section.

Now go to References Tab and browse to the correct version of the assembly in the BidExtensions folder, even if the Microsoft.Crm.Reporting.RdlHelper is listed, it may be that this is the wrong version…

The earlier version of Microsoft.Crm.Reporting.RdlHelper was 7.0.0.0 so we need to update it to 9.0.0.0 in my case.

In our case it was located here C:\Windows\Microsoft.NET\assembly\GAC_MSIL\Microsoft.Crm.Reporting.RdlHelper\v4.0_9.0.0.0__31bf3856ad364e35

Report properties page

although the exact location will depend on which version of the helper you have installed.

Remove any pre-existing references (which are not necessary or maybe different version of the dll).

I hope this will help you in solving your issue, signing off!

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