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A one stop shop where the Microsoft Dynamics ecosystem can learn, share, connect and network with others within the Community. Peer to Peer discussions , product demonstrations, blogs & videos.

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    Today afternoon we started getting the below error in the lookup dialog box for customer and contact. Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault...(read more)

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    Recently I was working with a customer and came across a requirement where they needed to fire an event on client side every time once the data is saved successfully to process some post-save operations...(read more)

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    English version available here Voici une présentation de la nouvelle gestion de la devise de reporting disponible à partir de la version 8.1 PU20 de MSDyn365FO. En effet dans les précédentes versions...(read more)

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    Hereby the slides of my session ‘Automate your Dynamics 365 admin tasks with Flow!’ at Dynamics 365 Saturday Belgium in Brussels last Saturday. Automate your Dynamics 365 admin tasks with...(read more)

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    Siempre me ha llamado la atención como se minimizan características de Dynamics NAV y ahora Business Central diciendo que es un producto SMB (Small Medium Business). Por ejemplo, se dice...(read more)

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    (Please visit the site to view this video) A guide on how to install Microsoft Field Service in a Dynamics 365 for Customer Engagement environment(read more)

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    (Please visit the site to view this video) A guide on how to install Microsoft Field Service Power BI Reports in a Dynamics 365 for Customer Engagement environment(read more)

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    (Please visit the site to view this video) How to install Dynamics 365 Field Service demo data in V9 Links Download Package Map...(read more)

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    Hello Everyone, Please review the information below to ensure your Inventory Year-End Close process go smoothly! Enjoy!! Does the 2018 Year-End Update include any changes specifically for the Inventory...(read more)

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    Since the September 2016 release, Power BI has enabled users to extend Power BI’s out-of-the box functionality utilizing R Scripts. But what is R? It is an open-source statistical data programming language that allows you to manipulate and display complex data sets on the fly. R is an extremely powerful tool, but because of its level of complexity, it can also be time consuming.

    In today’s blog, we’ll be describing the capabilities of R visuals and begin exploring ways in which using R can enhance a user’s experience in Power BI. To do this, we need to:

    1. Discuss the benefits of R

    2. Enable R Scripting

    3. Install R and R Studio

    4. Configure Power BI to use an external IDE

    5. Customize your R Script to use Power BI Redmonder

    Let’s begin…

    Discuss the benefits of R

    The benefits of R can be divided into 2 main categories: Analytics and Reporting.

    Analytics: For Dynamics 365 CRM and ERP users, R scripts can be incredibly useful in solving real-world problems through statistical analysis. Microsoft MVP, Tomaz Kastrun, describes a situation where he has used R and Power BI to comb through 500 million historical invoices taken from Dynamics NAV to identify fraudulent records. Another application of R in D365 is being able to test your forecasts against a mean-squared error (MSE). One thing to keep in mind is that scripts can be re-used with little to no modification. If either of the above examples are of interest, please reference this link to see how you can apply R scripts within your organization and D365 environment.

    Reporting: In terms of reporting, one of the big questions is when to use R versus the countless built-in visualizations already available within the Power BI Desktop. Use cases for R visualizations:

    • Data mining techniques – Data mining is the process of finding anomalies, patterns, and correlations within large data sets to predict outcomes.
    • Hierarchal clustering – An analysis technique that groups similar objects into groups called clusters.
    • Transforming data post-load – The standard process of extracting data from source systems is Extraction, Transformation, and Loading (ETL). Often, there’s a need for transforming the data after it has ben loaded into the data warehouse. R allows you to make data transformations on the fly, such as converting a data type.
    • Facets to add extra dimensions to a base plot – Facet grids allow you to split a plot into a matrix of panels that all share a set value. See below for an example:

    r scripts

    To find out more about the above use cases, please see the Additional R Resources section at the bottom of this post.

    Enable R Scripting

    Upon opening Power BI Desktop, select R script visual under the VISUALIZATIONS section:

    r scripts

    The following message will appear asking you to “Enable script visuals.” Review the terms and select Enable.

    r scripts

    Install R and R Studio

    At its current state, Power BI does not have built-in R scripting. To utilize the functionality, we need to install the R library, any R packages we wish to use in development, and an IDE for development.

    Installing R

    1. Navigate to either Microsoft R Application Network or CRAN Repository

    2. Download the latest version for your OS (version 3.5.1 at the writing of this post)

    3. Save the downloaded file to your computer and run “microsoft-r-open-3.5.1.exe”

    4. Choose a destination folder and ensure Microsoft R Open, MRO, MKL, and Visual C/C++ Runtime 2015 are all selected

    5. Select Continue and complete the installation

    r scripts

    Installing R Studio

    1. Navigate to R Studio

    2. Download the latest version for your OS (version 1.1.456 at the writing of this post)

    3. Save the downloaded file to your computer and run “RStudio-1.1.456.exe”

    4. Choose a destination folder

    5. Select Next and complete the installation

    r scripts

    Configure Power BI to use an external IDE

    Now that we have R and an IDE installed, we can configure Power BI to launch R Studio when scripting.

    Configuring BI:

    1. Launch Power BI Desktop

    2. Go to: File> Options and Settings> Options> R scripting

    3. Under “Detected R IDEs”, select R Studio

    r scripts

    When creating a custom dashboard, it’s best practice to have a consistent theme throughout. When introducing R visuals, this gets a bit tricky, since R does not have built-in PBI files, which means that for each visual, we need to enter custom RBG values to get it to match up with our existing color pallet. We will be leveraging Microsoft, which recognizes people in the community through publishing exceptional R scripts that leverage Power BI. They can be found under the R Script Showcase section of the Microsoft Community site.

    Customize your R Script to use Power BI Redmonder

    1. Navigate to R Studio

    2. In the command line, enter install.packages(c(“gdata”,”ggmap”, “ggplot2”, “Redmonder”)) to install the following packages:

    • gdata – Various R programming tools for data manipulation
    • Ggmap – Makes it easy to retrieve raster map tiles from popular online mapping services like Google MapsOpenStreetMapStamen Maps, and plot them using the ggplot2 framework
    • ggplot2 – A system for ‘declaratively’ creating graphics, based on “The Grammar of Graphics.” You provide the data, tell ‘ggplot2’ how to map variables to aesthetics and what graphical primitives to use, and it takes care of the details.
    • Redmonder – Provides color schemes for maps (and other graphics) based on the color palettes of several Microsoft products. Forked from ‘RColorBrewer’ v1.1-2.

    3. Once all packages have been installed, you’re ready to create your first R Script

    4. First, we need some data:

    r scripts

    5. Create your dataset with the following values and name it anything

    r scripts

    6. Create a new tile and select the R visual

    r scripts

    7. Select the data we just created

    r scripts

    8. Type the following R Script and select Run:

    r scripts

    You will see that that the bar graph is gray scale and may not go well with the rest of your visuals. Rather than color coding each individual bar, recall that we have downloaded the R package, “Redmonder.” This allows us to select from various default Microsoft Power BI color templates from directly within our R Script.

    r scripts

    9. Type the following and select Run:

    r scripts

    Note that the bar graph is now themed to the standard Power BI color schema:

    r scripts

    Now that you’ve made your first R tile within Power BI and learned how to import additional R packages, check out what else the Power BI community has to offer at Microsoft’s R Script Showcase.

    Additional R Resources

    We hope this was helpful for you. Get in there and try it out! For more Dynamics 365 tips – be sure to subscribe to our blog!

    Happy D365’ing!

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    Have you ever had the need for a trial balance with non-sequential account numbers?  For example, you’d like GL Trial Balance detail of accounts 6100 and 6520, but not the accounts in between, so you can’t use a range.

    You can create your custom report using the GP Trial Balance and Navigation Lists! Here's how...

    1. Open the Financial Area page and click on Accounts in the Navigation Pane to generate your list of GL Accounts:
    2. Create a filter for the accounts you want to see. Select Add Filter, then enter the accounts you want in your report.  When finished select the right pointing arrow to apply the filter you created.  The accounts matching the filter will be displayed.
    3. Mark the accounts you want included in the report. To select all accounts, select the checkbox in the header.
    4. Select Reports > Print Trial Balance.
    5. Select Print and GP will generate a standard Trial Balance in detail or summary.
    6. You can also save the filtered list by clicking on the ‘Accounts (read only)’ menu and choosing a name for the list so you can use it again later. You will simply have to enter the checkmark to select the accounts to be used in the report and then select print.

    That's it! We hope this is a helpful tip for you... Do you have further questions related to Dynamics GP?

    About CSSI Technologies:

    CSSI Technologies is a certified Microsoft Dynamics GP partner with over 25 years of experience supporting Great Plains ERP users throughout Pennsylvania, the US Mid-Atlantic, and Northeast. CSSI works with GP users in a broad range of industries, such as manufacturing, distribution, warehousing, construction, hospitality, healthcare and education. CSSI’s team of experienced GP and accounting professionals is complemented by teams dedicated to custom software development as well as auto ID (barcoding and RFID) and mobile computing technologies.

    Contact CSSI Technologies today with questions or support requests regarding your GP instance:

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    Introduction At one of my D365-FO customers I encountered a very strange issue where the main account appears as a financial dimension in the "Default dimensions" tab in customer, vendors,...(read more)

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    On April 30, 2019, Emperor Akihito is expected to abdicate, which will bring the Heisei era to an end. On the following day, when his successor becomes emperor, a new era in the Japanese calendar will...(read more)

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    Join Us for a Free Live Webinar: Tips for Effective Year-End Closing in Dynamics GP

    Wednesday, November 28 1-1:30PM ET

    As the calendar year draws to a close, your business is no doubt preparing for a rush of year-end activities.You are invited to join us for a free live webinar where we will walk you through what you need to do to prepare for a smooth year-end close process in Dynamics GP.

    Good for 0.5 professional development credit hours!

    We hope you can join us!

    Corporate Renaissance Group |


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    Dynamics 365 Business Central Intelligent Cloud Insights Harness the power of cloud computing with Dynamics 365 Business Central Intelligent Cloud Insights. Synchronize your data to the cloud to leverage...(read more)

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    Hi, Dynamics AX/ D365 FO has a feature of adding supplementary items (Sales/Purchase) against a particular item (Release product) through supplementary item group defined in Sell/Purchase tab of a released...(read more)

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    In the Business Central development team, we are passionate about technology. If you are a Business Central developer or simply a BC tech enthusiast and you share the same passion, this blog series is...(read more)

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    This is typical question How to add field in Onhand Inventory form in Ax 2012 but I got easy way to solve. Only drag drop field will not help on this query .

    You need to reach on class InventDimCtrl_Frm_OnHand then find method modifyQuery then you need to add your field in group by otherwise you never be able to add field in on hand form. I hope it will help you a lot

    You should write code at the Classes\InventDimCtrl_Frm_OnHand\modifyQuery() method  This is called when you open the On Hand form, where Item number is shown and group by with other field.

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  • 11/22/18--01:00: Happy Thanksgiving
  • Ledgeview Partners

    Ledgeview Partners is grateful for our customers, and readers like you.

    Today, our family wishes you and yours a Happy Thanksgiving.

    Because of the holidays, Ledgeview Partners will be closed:

    • Thursday, November 22nd
    • Friday, November 23rd
    • Monday, December 24th
    • Tuesday, December 25th
    • Wednesday, December 31st
    • and Thursday, January 1st

    Please plan accordingly.

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    When you go to the Self Service portal and click the “My team” tab you get access to the manager part of self-service portal. “My team” is divided in “Summary” and...(read more)

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