The true challenge.
In new Visual Studio Code environment there are many challenges, but the main challenge is change to events architecture IMO. Isn ´ t possible to change the app core and all...(read more)![]()
Event Handled pattern.
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Sharing Electronic Reports
In this webcast I show you how one can create and share electronic reports with other users and environments without having to create them once again from scratch.(read more)![]()
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Automate Dynamics 365 CRM Word Templates – Export to Word or PDF with new Workflow feature
Our latest release of Click2Export with newly added features has been getting some great feedback from our Partners and Users. Once such feature which all users have been primarily excited was the exporting...(read more)![]()
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Collaborate on content for Business Central
Earlier, I blogged about our user assistance model and what we expect you to do about it. In this blog post, I'll talk more about the Learn More content that we publish to the Docs.microsoft.com site...(read more)![]()
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Dynamics 365 FO: cambio de ubicación de controles en tiempo de ejecución ubicados en un Field Group
Un aspecto importante que tiene que mejorar la extensibilidad es, permitir la funcionalidad en los formularios para cambiar la ubicación de ciertos controles que se encuentran dentro de un grupo...(read more)![]()
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Post#28: Defaulting Financial Dimensions from Main Accounts
In AX2012 R3 Financial dimensions can be applied as defaults to the following to speed up manual entry:
Journals (most but not all e.g. type Allocation ) Vendor Customer Fixed Asset Value models Main...(read more)![]()
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POLLING IN DYNAMICS CRM USING setTimeout() in JS
As a CRM developer, we have encountered situations where we needs to wait for a fixed interval of time or wait for an event to occur in order to execute our JS code. In computer terms, this term is often...(read more)![]()
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Extending the Business Inbox in Outlook - (Part 1) Creating a Custom Add-in
One of the showcase features of Dynamics 365 Business Central is the ability to access Business Central functionality from your Outlook client, your Business Inbox in Outlook. You can look up contact and...(read more)![]()
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Dynamics 365 FO: uso de CollectionType en Servicio Web
Si estamos utilizando un EDT como tipo de retorno para una operación expuesta en un servicio web en Dynamics 365 FO, no olvidar que para mantener la compatibilidad entre aplicaciones integradas...(read more)![]()
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Retail category managers, Simplify your import of released products in #Dyn365FO
It is a category manager’s job to try to maximize profit from selling products within a specific category. This may be looking after a broad category such as ‘confectionery’ or they may focus closely on a more specific category, such as ‘snacking’. A category manager will analyze complex data collected on shopper behavior from a range of different sources, and then translate it into meaningful information. The category manager’s duty is to ensure that their company is providing the market with the products that consumers desire.
Retail Category managers love Excel. It is used for almost everything, and they perform much of the analyzing, lookup, data collection and decision making in Excel. When implementing Dynamics 365 we are often faces with large set of excel spreadsheets that needs to be imported. I have seen users import 8 different excel spreadsheets for importing products. This blog post is about how to simplify the process of keeping retail master data in single excel sheet and easily importing and updating products. For this, Dynamics 365 data management framework is used. One of the problems I often se uses are struggling with, is the issue that the source excel spread sheet is a single spreadsheet, but it needs to be imported into several data entities. For a retailer some of the most common master data entities are:
Data entity | Description of data entity |
Products V2 | Contains Product number, Product name and dimension groups |
Released products V2 | Contains most fields on the released product |
Item – bar code | Contains the item barcodes used for scanning |
Default order settings | Contains information like minimum purchase quantity etc. |
External item descriptions for vendors | Vendors item numbers and descriptions |
Product category assignments | The connection to the retail category hierarchy. |
It is possible to create a single excel spreads sheet that overs all of these entities, and in a single run import or update the retail products.
So how to exactly do this?
Create an Excel spreadsheet with exactly the following.
I recommend creating two sheets. First one is a “read me” sheet, that explains the “template” sheet.
Use exactly the column names as described here. This will make the mapping between the columns and the data entity automatic. Here I also use color coding to show what entity each column mainly belongs to.
Field | Example Value | Comment | Tables |
ITEMNUMBER | 1005157 | Product number | Released Products, Products |
PRODUCTNUMBER | 1005157 | Product number | Released Products |
PRODUCTNAME | Jalla Coffee 500G | Item name | Released Products, Products |
PRODUCTSEARCHNAME | 4001392 Jalla Coffee FILTER 500G | Seach name | Released Products, Products |
SEARCHNAME | Jalla Coffee FILTER 500G | Seach name | Released Products |
PRODUCTDESCRIPTION | Jalla Coffee Original is a useful coffee that can be enjoyed on most occasions. A carefully selected mix of coffee types, mainly from Brazil, guarantees a round and full-bodied coffee with long aftertaste | Full item description | Released Products, Products |
PRODUCTSUBTYPE | Product | Should always be “product” | Released Products, Products |
PRODUCTTYPE | Item | Item or Service | Released Products, Products |
STORAGEDIMENSIONGROUPNAME | SiteWhLoc | Name of the storage dimension group | Released Products, Products |
ISPURCHASEPRICEAUTOMATICALLYUPDATED | Yes/No | Should last purchase price be updated automatically | Released Products |
ISUNITCOSTAUTOMATICALLYUPDATED | Yes/No | Should cost purchase price be updated automatically | Released Products |
PRODUCTGROUPID | WHI | WHI(warehouse controlled) or, SRV(service) | Released Products |
INVENTORYUNITSYMBOL | PCS | Inventory unit | Released Products |
PURCHASEUNITSYMBOL | PCS | Purchase unit | Released Products |
SALESUNITSYMBOL | PCS | Sales unit | Released Products |
PURCHASEPRICE | 0 | Latest purchase price in local currency | Released Products |
UNITCOST | 0 | Latest cost price Sin local currency | Released Products |
SALESPRICE | 0 | Default sales price in local currency | Released Products |
NETPRODUCTWEIGHT | 0,5 | Weight of the product | Released Products |
PRIMARYVENDORACCOUNTNUMBER | 20086 | Primary vendor | Released Products |
PURCHASESALESTAXITEMGROUPCODE | Middle | Purchase item tax groups | Released Products |
SALESSALESTAXITEMGROUPCODE | Middle | Sales item tax groups | Released Products |
BUYERGROUPID | P108 | Grouping related to buyergroup | Released Products |
TRACKINGDIMENSIONGROUPNAME | None | Tracking dimension | Released Products, Products |
BASESALESPRICESOURCE | PurchPrice | Base sales prices on purchase price ? | Released Products |
DEFAULTORDERTYPE | Purch | Standard verdier | Released Products |
ITEMMODELGROUPID | FIFO | item model group | Released Products |
PRODUCTCOVERAGEGROUPID | Min/Max | Coverage group | Released Products |
COUNTGROUPID | PER | Gcount group | Released Products |
PURCHASEPRICEQUANTITY | 1 | Purchase price quantity | Released Products |
UNITCOSTQUANTITY | 1 | Cost price quantity | Released Products |
DEFAULTLEDGERDIMENSIONDISPLAYVALUE | -D30-320—P108 | Financial dimensions(=”-D30-320—“&B34) | Released Products |
Product Dimension | P108 | Just a helping colum | Help column for DefaultLedgerDimension |
ProductCategoryHierarchyName | Retail category | Retail hierarcy name | Product category assignments |
ProductCAtegoryName | Coffee | Category node | Product category assignments |
VendorProductNumber | 4001392 | Vendors item number | External item descriptions for vendors |
VendorProductDescription | Jalla Coffee FILTER 500G | Vendors item name | External item descriptions for vendors |
VendorAccountNumber | 20086 | Vendor number | External item descriptions for vendors |
BARCODESETUPID | EAN13 | Barcode type | Item – Bar Code, Released products |
BARCODE | 7041011050007 | Barcode | Item – Bar Code |
PRODUCTQUANTITYUNITSYMBOL | PCS | barcode unit | Item – Bar Code |
ISDEFAULTSCANNEDBARCODE | Yes | Scanning yes/no | Item – Bar Code |
PRODUCTQUANTITY | 1 | Barcode quantity | Item – Bar Code |
PURCHASEUNDERDELIVERYPERCENTAGE | 20 | Purchase under delivery percentage allowed | Released Products |
PURCHASEOVERDELIVERYPERCENTAGE | 20 | Purchase over delivery percentage allowed | Released Products |
MINIMUMPROCUREMENTORDERQUANTITY | x | Minimum purchase quantity | Default Order Settings |
MAXIMUMPROCUREMENTORDERQUANTITY | x | Maximum purchase quantity | Default Order Settings |
STANDARDPROCUREMENTORDERQUANTITY | x | Standard purchase quantity | Default Order Settings |
PROCUREMENTQUANTITYMULTIPLES | x | Multiple purchase quantity | Default Order Settings |
The template excel spread sheet columns should contain exactly the columns as listed above:
Then start building the excel spread sheet (this is the time consuming part). This can also be regarded as the “master file” for products. And mass update and mass import of products is done using this file. Remember that you can add more columns and also include calculated fields. Like in this case, the default dimension (used for financial dimension have the formula like =”-D30-320—“&B34 making sure that cell B34 is merged into the financial dimension.
Create the data management import project.
In the data management workspace, create a import project, and use the “+ Add file”, and select the excel file by using the “upload and add”. Then select all the entities and what page in the excel spread sheet that should be imported.
– Select file
– Select entity name
– Select sheet lookup
– Then repeat by select entity name and sheet lookup until all date entities needed are selected
After done this correctly you should have an import project with the following entities:
You should also click on the “view map” symbol if there are a warning, and just delete the lines where there are no mapping generated. Like what I have done here to the “Products V2” entity.
The mapping will be done automatically for you, and will only select the fields that is relevant for each data entity.
Your data entity is now ready to be used. I recommend to use the data management workspace, and select the import project and then “run project”
Then for each data entity I upload exactly the same excel spreadsheet :
And then click on the “import”. If there are any errors, then fix them in the excel sheet or make changes to the staging.
What we then have accomplished is to have a single excel spreadsheet that the category manager can maintain and work with, and it can uploaded(several times) into the import project. For trade agreement sales and purchase prices I normally recommend creating a separate excel spread sheet
Then the excel loving category managers will be happy, and they can import thousands of products in a very short time
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Microsoft Dynamics GP Year-End Update 2018: Canadian Payroll
Well, I suppose you heard, the T4127 did release this week, just what we were all waiting for. We are feverishly working through the document of changes along with the XML changes to be able to release...(read more)![]()
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CAL Business Solutions Featured in 10 Most Valuable Microsoft Solution Providers 2018 by Insights Success Magazine
For over 30 years, CAL Business Solutions has focused on putting customers first and leading the way in providing reliable, industry-leading solutions for business applications. The company’s commitment to customer success has not gone unnoticed. The December issue of Insights Success Magazine: 10 Most Valuable Microsoft Solution Provider 2018 Edition features CAL Business Solutions as one of those innovative and valuable providers.
Insights Success is a magazine for professionals, entrepreneurs and innovators interested in technology and business updates from some of the world’s top-tier, game-changing companies. It offers insight into current trends and successful ventures as well as a showcase for leading companies to educate others about best practices and keys to realization of their goals. The magazine reaches about 75,000 readers, including founders, presidents, CIOs, CEOs and more in industries such as technology, healthcare, education, retail, manufacturing and many others.
“Insights Success Magazine aims to be a thorough guide to all the diverse challenges of businesses. The magazine is one of the best mediums, which molds itself according to the reader’s choice every single month.”
The piece on CAL begins with a look at its beloved founder and president, George Mackiewicz, who began with a strong technological background as a programmer and carried that deep understanding along with his passion for helping customers achieve long-term success into the creation and growth of CAL Business Solutions. Today, CAL is one of the most trusted Microsoft Partners for Microsoft Dynamics GP (and the cloud-based PowerGP) and Acumatica Cloud ERP, offering customers the best of on-premises and cloud ERP solutions.
“CAL Business Solutions is focused on maintaining long term relationships with their customers and on helping them achieve success.”
The article mentions that Microsoft has recognized CAL for its outstanding commitment to putting customers first and concludes with some testimonials from a couple of the many highly-satisfied CAL clients.
You can read the full feature at: https://www.insightssuccess.com/cal-business-solutions-software-systems-that-work/
If you are evaluating ERP Software or are using Microsoft Dynamics GP or Acumatica and want a trusted advisor, contact CAL Business Solutions. sales@calszone.com or 860-485-0910 x4
By CAL Business Solutions, Connecticut based Microsoft Dynamics GP and Acumatica Partner, www.calszone.com
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Dynamics 365 Installation – Part 8 – Upgrade CRM 2016 to Dynamics 365
After we have successfully installed CRM 2016 server roles on back-end and front-end servers, we need to upgrade current CRM server installations to Dynamics 365.
On the back end and front end servers...(read more)![]()
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AL Basics – Part 5 [Extending Table & Page]
Today we will see in our post how we can extend our Existing Table & Pages. To be able to follow this steps discussed below you should have gone through my earlier post and your project is ready to...(read more)![]()
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Searching versus Filtering Data in Dynamics 365 Business Central
Working with huge data set in Dynamics 365 Business Central is highly important in order to be able to retrieve specific records, limit records to a specific item category, filter by any records that has...(read more)![]()
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AL Basics – Part 6 [Publishing & Testing Extension]
Today we will see in our post how we can Publish & Test our Extension. To be able to follow this steps discussed below you should have gone through my earlier post and your project is ready to continue...(read more)![]()
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Cumulative Update 02 for Microsoft Dynamics 365 Business Central on-premises (Build 26556)
This cumulative update includes all hotfixes and regulatory features that have been released for Microsoft Dynamics 365 Business Central, including hotfixes and regulatory features that were released in...(read more)![]()
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COMMIT document posting news: the good and the bad.
Several times we needed to relate the posting of two different purchase or sales documents in our new features.
Example: during the sales posting we can do a customization that invokes a replenishment...(read more)![]()
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Extending the Business Inbox in Outlook - (Part 2) Customizing the Add-in
The Business Inbox in Outlook is one of the features that differentiates Dynamics 365 Business Central from other ERP products. There are two options for customizing or extending the Outlook add-in experience...(read more)![]()
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Cumulative Update 02 for Microsoft Dynamics 365 Business Central has released
Cumulative Update 02 includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics 365 Business Central. If you have customers using Business Central...(read more)![]()
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More Pages to Explore .....
