Dynamics 365 Finance and Operations field missing after update

Occasionally, a Dynamics 365 Finance and Operations user may report missing a field after an upgrade was applied to production. The field could be named anything, such as 'Hold' or similar. Everything is working completely fine but that field they had is no longer on a grid or form they use daily. The user may state they have not used the Personalization feature and it has been in the system this way since they went live.

Upon further investigation, it was found that there was a field called 'Do Not Process' on the sales order header that was added to the primary sales order grid and renamed to 'Hold'. 

Most people don't realize you can rename a field in Personalization but you absolutely can. Personalizations can be imported into the user profiles so users do not need to interact with Personalizations to have them applied. This is often to streamline processes for a group of people while avoiding customizations. 

Mystery solved!

D365 Commerce making changes to Adyen payment and service connector considerations

 Hello all, 

I wanted to make a quick note about changing Adyen account and payment connector settings within Dynamics 365 Commerce. From time to time, you'll need to make changes to account or payment connector settings in Dynamics 365 Commerce as a result of an upgrade.

The way that things work, you can make these changes but you need to make sure you invoice all orders and capture payments (so the system shows no outstanding funds due), and then change the settings. 

By failing to do that, you'll run into an incongruence of payment settings between the previous authorizations with the old configs vs the new configs using the old authorizations. 

This will obviosuly be a very big trick when you look into online ecomm orders coming in bound, orders in multiple statuses, etc. You almost need a hard stop on new orders being authorized for payments, or temporary change the process to collect payments up front, which is usually not possible. 

So looking at this dilemma, it might seem unrealistic to making any config changes to the Adyen Dynamics 365 Commerce settings. But what if you have to and can't stop the flow of orders?

For one potential solution, you could create a tool that can be used to update the current open authorizations after the config change is made. This will allow you to make the change in PROD and then create new auths as needed. For open authorizations after that change is made, apply your tool to update those open records to accommodate the new configs. 

If you wait and those open auths expire, sometimes as early as 7 days, you'll have to recapture the payment either manually or via a reauth if you have card on file.

So the lesson here is to get ahead of correcting the open auths if you can't put a hard stop to your order/payment flow. 

Hopefully this post will help proactive dialog for those who encounter this uncommon, hopefully rare scenario. 

What I've been up to in past few years and new company: Illumina Technology Solutions

Hey everyone! I have not kept up on my promise to produce more content from my blog under DAXDude. The past two years have been crazy, ala literally everyone in the world via COVID.

However, I do owe everyone who has hit me up a collective response to what has happened over the past few years causing me to not blog as much. 

That and I wanted to wish everyone a happy new yea 2023. 

March 2020 - A new Baby+COVID world

On March 10th, 2020, my wife and I went into the hospital to welcome our second child, Colette. We entered in a world of caution and uncertainty, but the same day to day as March 10th 2015, and left the hospital on March 14th in a world of turmoil and masks and hazmat suits. 

August 2021 - Blue Horseshoe Acquisition by Accenture

In July, I caught word that we would be selling the company that I started with who had 25 people at the time and then got 

June 2022 - New company: Illumina Technology Solutions

I started a new company called Illumina Technology Solutions with several other highly talented people. I'm able to truly pursue my passions and work with others that are also 'rockstars' in their area. We are trying to address the pains in the D365 community most companies have, such as taking routine updates, security, regression testing, support, ecommerce and POS, etc. We'll have a heavy focus in D365 Commerce as that is the background of our group, but we have deep understanding and experience in the other areas of the system.

Already, we have been able to jump into a few accounts as well as assist a few partners in helping to grow their companies. I anticipate significant growth as we continue to establish ourselves as industry experts that are incredibly partner friendly and focus on the thing that matters: sustainable and successful customer implementations. 

Its been a lot of work starting the company and trying to lay a solid foundation for accelerated growth in a sustainable way. I'm CTO which has put a lot on my plate in addition to family stuff. I'll try to post more on this site as these do help people in the community and I think more non-Microsoft content needs to be created again. Things change so much but with D365, I think a lot of the 'debug' and 'error' type situations aren't covered as much. So I'll try to patch those gaps in here as I encounter them.

Happy new year 2023!

Happy Dax'ing

~DAXDude

Solved: D365 Fields automatically populating on form errantly - Due to a Chrome addin

So here is an interesting post that I hope will help someone out with. I'm going to add some keywords in here too that might match what someone is looking for when looking for something along the lines of "Dynamics 365 Finance/Commerce/Supply Chain Form fields overriding:

There was a scenario where, in production, a user was seeing data mysterious change to an old test server and login credentials. The user would continuously need to go into the system and reset the credentials and server IP for the integration to work. We were not sure if it was a person, a batch process, etc. 

We found out that the issue was on the form itself, and whenever a user went into that form and made some kind of action such as expanding tabs or right clicking and selecting personalization. It would overide the data on the fields, not in the table itself. The data would only actually commit to the tables when the form was saved. 

After a lot of debugging, we found the issue: A Chrome Web browser addin (LastPass). There was an entry that would recognize the form and automatically default data, much like you would if you were entering credentials for a login page or an address. 

There were no indicators or form popups indicating that the fields were being auto-populated. They were just occurring which led the original mystery of why this was happening. Very concerning as all you really needed to do to mess up the data was go into a page and make some kind of action, including non-data related actions. 

Debug tip if you're seeing something similar: Turn off all add-ins on your browser and see if you can replicate the issue. Or compare if other users are seeing similar issues. 

Happy Dax'ing!

~DAXDude

Hello World v3.0 - 2022 edition

This post is pretty much going to be pointless for anyone looking for in depth Dynamics 365 content. But I did want to communicate to those that are subscribed to my blog's RSS feed.

I intent to start blogging again fairly regularly. I had a blast doing it starting in 2008, then going for a while until 2015ish I think? Then I took a break, then blogged a lot again, then died down again in 2019. 

So this would be version 3.0 of the blog redemption. There is so much movement in the industry, I'm not sure what else would be a good medium for the things I want to cover that doesn't consume too much of my home life outside of work. 

I really do like sharing things I work on but its sometimes just too much with certain workloads. And then I lose the groove, then I lose the passion, then I go dormant. But this blog is really the crux of what I do, which is sharing what I can with everyone who will listen. 

I'll cover D365 F&O, Power Platform, D365 CE apps, Microsoft Industry solutions and the like. But all in a relaxed, approachable way. I'm here to teach, provide an opinion, maybe some insight, and for some digital therapy. 

Cheers to an awesome 2022!

Microsoft Word Issue - Pasted Image is appearing behind text or not showing up in full. Resolved: Line Spacing!

Hi. Here is another post I am creating as it was driving me batty and I want to earmark it for the next time I inevitably run into it. Hopefully it will help others as well. 

The issue:

I was attempting to post the below image (Figure 1) in an MS Word doc but it was only posting one line's worth of the image on the document (Figure 2). I want the whole image to show up, not just one line. The word doc then allowed me to move the image around, move it inside the doc, wrap text aruond it, etc. But this is a technical document. I just want it inline!!!

Figure 1 - The image I was trying to paste into the Word document. 

Figure 2 - what the paste was looking like. 

The solution:

The issue is that the line spacing for the section the image is being posted is set to 'Exactly' (Figure 4). Change this to something like 'Single' (Figure 4) and the issue will be resolved (Figure 5). You can do this through the Paragraph section in the Word tool bar and selecting the 'Line and Paragraph Spacing' icon (Figure 3). Then you change the Line Spacing to 'Single'. Make sure you have the right section of your Word document highlighted before you make this change as it will make the change for whatever is highlighted or selected, 

POrblem 

Figure 3 - Navigate to the Paragraph options in the Word toolbar

Figure 4 - The issue is that the line spacing is set to 'Exactly'. Change it to something else like 'Single'.

Figure 5 - Problem is resolved!

Create a transcript from a Microsoft Teams meeting

In this post, we'll see how to create a transcript for a Microsoft Teams meeting. Its easier than you think.

Initial thoughts on the blog
Hello! Its been a while. I'm going to try to update things more. Rather than use my blog I've been documenting back in my Word/Text documents. The whole reason I started this blog! And I noticed I'm not using them as much as I did when I'd use this blog. I'd link back to the stuff all the time. So I'm going to get back into that. 

Won't necessarily always be about Dynamics 365 or Power platform. It'll be a grab bag. But should be relevant for anyone doing implementations. Even if its just adjacent. This one is Teams and Stream. so there you go. 

Scenario
Even before COVID, people would miss important meetings all of the time. And then they'd be behind. So people took to recording meetings to document and allow for review of content at a later date. Often even just an audio file. This was especially important when it came to requirement meetings or just brain dump sessions.

The problem is no one is going to sift through a series of 3hr recordings or watch long meetings in an unorganized fashion. And notes often have misinformation, things out of context, unintentional biases, etc.

Transcripts are a good alternative. Searchable, can be turned into notes, etc.

Solution
Record the meeting in Teams and use MS Stream's embedded AI to generate a transcript. 'Transcript' used lightly. Its actually closed captioning tied to the video. But you can extract out the file.

How to

1. Record the Teams meeting
2. Once the meeting is recorded in Teams, Teams should automatically upload the file to Stream.
3. Once that's complete, the file will look like in Figure 1. 
4. click the '...' and select 'Open in Microsoft Teams' like in Figure 1. 
5. Once you're on the recording in Teams, click the '...' and select 'Update video details' e.g. Edit the Steam recording (Figure 2 below)
6. Select the language of the recording. 
7. Click on the 'Autogenerate a caption file'
8. Wait until the captions are processed by MS Stream (Figure 4)
9. Click on 'Download file' (Figure 5)
10. You can open the .vtt file in IE, Notepad, etc without changing the file name. I changed the file name in my screenshot just bc that's what I do but you don't have to. (Figure 6)
11. This file will have parity to the captions in Stream (Figure 6)
12. At this point you now have a txt file transcript as well as a video with searchable transcript and embedded captions in the file (Figure 7)
13. NOTE: The transcript/captions will not be perfect. If you want to edit, you can do that as well. Figure 8

Figure 1 - Open the Teams recording in MS Stream

Figure 2 - Edit the Stream video via 'Update video details'

Figure 3 - Select the language for the file and you can auto generate captions. 

Figure 4 - On the video, captions will be autogenerated. This could take a while after selecting the language. 

Figure 5 - Download the caption file (VTT format). You can edit it and reupload with any changes you want. 

Figure 6 - Viewing the completed caption/transcript data. 

Figure 7 - You can turn on captions in the video to see them in realtime. 

Figure 8 - Edit the transcript in Teams while watching the video.