How To Write A Blog Article
Jun17

How To Write A Blog Article

Over the last few years, I have been writing D365 articles and tutorials. During that time, I have learned some tips and tricks on how to write a blog article that I would love to share with you. Like me, you may love learning and teaching others new things. As part of that, you want… Continue Reading → The post How To Write A Blog Article appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s Article...

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D365 Debug Tutorial #2
Apr22

D365 Debug Tutorial #2

In this second D365 debug tutorial, learn new techniques and gain practice in debugging and solving error messages. Practice reading x++ code, using ‘find all references’, and navigating the Application Explorer in Visual Studio. When an error message is unclear, these steps will show you how to determine where in the system you need to… Continue Reading → The post D365 Debug Tutorial #2… Continue Reading...

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D365 Debug Tutorial #1
Apr08

D365 Debug Tutorial #1

In addition to learning how to develop in Microsoft Dynamics 365 for Finance and Supply Chain, it is important to become very good at solving problems. In this D365 debug tutorial, learn how to find the code causing an error message to show using Find Labels. Sometimes when using D365, a user performs an action… Continue Reading → The post D365 Debug Tutorial #1 appeared first on Dynamics… Continue Reading...

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Generate Classes From Data In D365
Feb19

Generate Classes From Data In D365

Often times you need to send data from an external system into Microsoft Dynamics 365 for Finance and Supply Chain. Options include using the data migration framework, data entities, and custom services. When using custom services, learn how to generate classes from data that is sent in. Specifically, when the data is in JSON or… Continue Reading → The post Generate Classes From Data In D365… Continue Reading...

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How To Create A D365 SSRS Report
Jan22

How To Create A D365 SSRS Report

In this article, learn how to create a basic D365 SSRS reports. “SSRS” stands for SQL Server Reporting Services. Reports are defined by Microsoft as any visualization of a structured data set. Learn how to display data retrieved from within Microsoft Dynamics 365 for Finance and Operations. Importantly, SSRS reports can be created to show… Continue Reading → The post How To Create A D365… Continue Reading...

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How To Use D365 Try Catch Statements
Jan08

How To Use D365 Try Catch Statements

In this article, learn how to add exception handling by using D365 try catch statements. Unexpected errors and exceptions can occur in any program. Without exception handling, when an error occurs the system will stop the process entirely. However, with the right code, you can ensure the system skips past invalid records and continues to… Continue Reading → The post How To Use D365 Try Catch… Continue Reading...

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Multithreading in D365 Batch Jobs

There are times when you need Microsoft Dynamics 365 for Finance and Operations to process records as a background process. SysOperation Framework batch jobs were created for this. However, sometimes even one instance of these jobs do not process records fast enough. Learn how to create multithreading in D365 batch jobs and process records in… Continue Reading → The post Multithreading in… Continue Reading...

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Deploy A D365 Environment
Nov27

Deploy A D365 Environment

In order to debug or develop new custom code you need to deploy a D365 environment. There are multiple different types of environments with different capabilities. In this article, learn how to deploy a cloud-hosted environment and how it is used. First, this environment is hosted in Azure. Next, users can access the front end… Continue Reading → The post Deploy A D365 Environment appeared… Continue Reading...

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X++ Development: Boost your Development Skills with Proven Tips and Tricks
Nov13

X++ Development: Boost your Development Skills with Proven Tips and Tricks

Are you ready to take your X++ development skills to the extreme? In this high-energy session explore advanced techniques and proven tips and tricks to help you turbocharge your productivity and take your development game to the next level. Nathan Clouse and I share our insider knowledge and experience, showcasing a range of practical tips… Continue Reading → The post X++ Development: Boost… Continue Reading...

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D365 TTSBegin and TTSCommit
Nov06

D365 TTSBegin and TTSCommit

Whenever you are changing data it is important to make changes in a consistent and safe manner. D365 ttsBegin and ttsCommit statements in x++ are the key to doing this in Microsoft Dynamics 365 for Finance and Operations. They mark the beginning and end of a transaction block of code, containing changes to data that… Continue Reading → The post D365 TTSBegin and TTSCommit appeared first on

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Write A File In D365
Sep05

Write A File In D365

In the last article, you learned how to read a file, and process the data in D365. Now, learn how to write a file in D365. There are several different ways you can get data out of Microsoft Dynamics 365 for Finance and Operations. You can use the data management framework, data entities, Odata, Excel,… Continue Reading → The post Write A File In D365 appeared first on Dynamics 365 Musings. Continue Reading...

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Update Data From Excel In D365
Jul31

Update Data From Excel In D365

In the last tutorial you learned how to export data to excel. Now, learn how to update data from Excel in D365. There are some changes that can be made much faster in Excel compared to within D365. For instance, you can do a ‘find and replace‘ within Microsoft Excel. Specifically, push ctrl-H for the… Continue Reading → The post Update Data From Excel In D365 appeared first on Dynamics 365… Continue...

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Export Data To Excel In D365
Jul24

Export Data To Excel In D365

There is a joke I’ve heard that goes something like this. What is the most widely used ERP (Enterprise Resource Planning) System? The answer: Microsoft Excel. By and large, the many forms in Microsoft Dynamics 365 for Finance and Operations allow the system to work with data in many ways. However, there are some scenarios,… Continue Reading → The post Export Data To Excel In D365 appeared… Continue Reading...

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How To Read A File In D365
Jun19

How To Read A File In D365

Instead of manually typing in data, users can upload a file, then read a file in D365. I will show you how to use helper classes to do both of these things. This is especially helpful when you have many records to bring in. There are several other ways that data can be brought into… Continue Reading → The post How To Read A File In D365 appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s Article on...

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How To Use A D365 Data Entity
Jun05

How To Use A D365 Data Entity

In the last couple articles, you learned what a data entity is, and how to create one. Now, learn how to test and use a D365 data entity to read or write data in Microsoft Dynamics 365 for Finance and Operations. Review Before showing you the steps to use a D365 Data Entity, as a… Continue Reading → The post How To Use A D365 Data Entity appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s Article...

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How To Create A D365 Data Entity
May08

How To Create A D365 Data Entity

In this article, learn how to create a D365 Data Entity. Previously, you learned what a data entity is, and when they are used. In this lesson, walk through the steps of creating a data entity in Visual Studio. Then, see it within the Data Management workspace. Review Before learning how to create a D365… Continue Reading → The post How To Create A D365 Data Entity appeared first on Dynamics… Continue Reading...

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What Is A D365 Data Entity?
Apr17

What Is A D365 Data Entity?

What is a D365 Data Entity? Data entities allow outside systems to read and write data in Microsoft Dynamics 365 for Finance and Operations. For example, perhaps you read the product inventory levels in D365, and send these values to your website. Similarly, you may have sales order information entered on a website that you… Continue Reading → The post What Is A D365 Data Entity? appeared… Continue Reading...

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How To Use InsertDatabase In D365
Mar27

How To Use InsertDatabase In D365

In this article, learn how to use insertDatabase in D365 to insert multiple records into a table faster than calling the insert method on each record. There are several different ways to insert data into tables in Microsoft Dynamics 365 F&O. The most common is to call the insert method on the table buffer. However,… Continue Reading → The post How To Use InsertDatabase In D365 appeared first… Continue Reading...

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How To Use Insert_RecordSet In D365

In this article, learn how to use insert_recordset in D365. The insert_recordset keyword in x++ is used when you need to copy multiple records from existing tables to a destination table. It is extremely fast, because it generates a single SQL statement that is sent to the server one time. In contrast, developers sometimes write… Continue Reading → The post How To Use Insert_RecordSet In… Continue Reading...

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How To Run A D365 Job In Production

There are scenarios where something cannot be fixed in Microsoft Dynamics 365 for Finance and Operations without running some code. In those cases you need to write and run a D365 Job. Until recently, in order to get this code into a Production environment, you needed to apply a package in Lifecycle Services (LCS). This… Continue Reading → The post How To Run A D365 Job In Production… Continue Reading...

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D365 SysOperation Framework Mandatory

In the last tutorial, I showed you how to add validation to the parameters of a batch job. In this article, learn to add D365 SysOperation Framework mandatory parameters. Validation can be added to ensure a user cannot run the job without setting a parameter. However, code can be added to actually show the parameter… Continue Reading → The post D365 SysOperation Framework Mandatory appeared… Continue Reading...

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D365 SysOperation Framework Validation
Dec19

D365 SysOperation Framework Validation

In this article, learn how to add D365 SysOperation Framework validation to ensure that parameters are set correctly. In a previous lesson you learned how to add parameters to a batch job. While adding parameters provides flexibility to the user, it may allow the user to run the batch job in a way it was… Continue Reading → The post D365 SysOperation Framework Validation appeared first on

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D365 SysOperation Framework Default Value
Dec12

D365 SysOperation Framework Default Value

After adding parameters to a SysOperation Framework batch job, you may want to set those parameters to start with an initial value. In this article, learn how to set a D365 SysOperation Framework default value. By setting a default value that is most appropriate for the data that the job will process, this can save… Continue Reading → The post D365 SysOperation Framework Default Value… Continue Reading...

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D365 SysOperation Framework Lookup
Dec05

D365 SysOperation Framework Lookup

There are times when the default parameters created for a SysOperation Framework job do not function as desired. In this article, learn to override the D365 SysOperation Framework lookup to show different columns and data than are shown by default. All of this is accomplished by creating a fourth class that extends SysOperationAutomaticUIBuilder. Review Before… Continue Reading → The post

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D365 SysOperation Framework Parameters
Nov28

D365 SysOperation Framework Parameters

There are times when you will want to pass your batch job some parameters to control what data is processed. In this article, learn how to add D365 SysOperation Framework parameters. Adding parameters to the user interface gives users more control and makes the batch job more useful. Instead of always needing to process all… Continue Reading → The post D365 SysOperation Framework Parameters… Continue Reading...

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Override The JumpRef On A Base Form
Nov14

Override The JumpRef On A Base Form

Previously, I explained how to use View Details to navigate to a related form. After that, I explained how override this functionality to navigate to a different form by overriding the D365 jumpRef method. Lastly, I will explain how to override the JumpRef on a base Microsoft form. Why Are Base Microsoft Forms Different? Unlike… Continue Reading → The post Override The JumpRef On A Base Form… Continue Reading...

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How To Override The D365 JumpRef
Nov07

How To Override The D365 JumpRef

In the last article I explained how to use the D365 view details functionality to navigate to a related form. In this article, I will explain how to override the D365 JumpRef to open a different form, or pass information to filter the form in a different way. The reason why you would do this… Continue Reading → The post How To Override The D365 JumpRef appeared first on Dynamics 365… Continue Reading...

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How To Use D365 View Details
Oct31

How To Use D365 View Details

Microsoft Dynamics 365 for Finance and Operations uses relational data. For example, a sales order will have a customer account field that references a customer. Users can use the D365 view details functionality to quickly open up the customer details form. This is much faster than making users opening up a new browser page, and… Continue Reading → The post How To Use D365 View Details… Continue Reading...

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How To Add A Form Splitter
Oct03

How To Add A Form Splitter

Learn how to add a form splitter to resize areas of a form in Microsoft Dynamics AX and D365 F&O. This improves the usability of the form, and increases productivity. Instead of continually scrolling back and forth, users have greater control of what is shown on the screen. Based on the way they are currently… Continue Reading → The post How To Add A Form Splitter appeared first on Dynamics… Continue Reading...

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Simple List and Details Form in D365
Sep26

Simple List and Details Form in D365

In Microsoft Dynamics 365 for Finance and Operations one of the most common tasks is to create forms. Forms allow users to enter data into the system, view existing data, and interact with the system. In a previous article I explained the basics of how to create a form in D365. In this article, I… Continue Reading → The post Simple List and Details Form in D365 appeared first on Dynamics 365… Continue Reading...

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How To Manage D365 Batch Jobs
Aug22

How To Manage D365 Batch Jobs

Previously, you learned how to use batch jobs to automate and offload recurring tasks to the server. In this article, we will cover how to manage D365 batch jobs. This includes jobs that will run once. As well as those running on a recurrence. When a batch job has an error, or stops running, a… Continue Reading → The post How To Manage D365 Batch Jobs appeared first on Dynamics 365… Continue Reading...

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How To Use D365 Batch Jobs
Aug15

How To Use D365 Batch Jobs

In this article learn to how use D365 batch jobs to automate and offload recurring tasks to the server. This will allow your employees to be more productive and save time. Learn to recognize when a process can be run as a batch job. And learn about the many processes that can be run by… Continue Reading → The post How To Use D365 Batch Jobs appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s...

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How To View D365 Sales Order Totals
Jul18

How To View D365 Sales Order Totals

One thing that every user cares about on every single sales order is the totals. After adding all of the items to a sales order in Microsoft Dynamics 365 for Finance and Operations, the totals show you how much tax, shipping, sub-total and overall total money is owed. In this article I will show you… Continue Reading → The post How To View D365 Sales Order Totals appeared first on Dynamics… Continue Reading...

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How To Write a D365 Runnable Class (Job)
Jul04

How To Write a D365 Runnable Class (Job)

Often times as a developer you have the need to quickly write and run some x++ code in Microsoft Dynamics 365 for Finance and Operations. In this article, I will explain how to write a D365 runnable class (Job). These jobs can be used to quickly test and experiment with some code. As well as… Continue Reading → The post How To Write a D365 Runnable Class (Job) appeared first on Dynamics 365… Continue Reading...

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How To Develop A D365 Number Sequence
Jun06

How To Develop A D365 Number Sequence

In the last article, “How to Use a D365 Numbers Sequence“, you learned that a number sequence is a system generated unique value. Additionally, you learned how to set up and use them. In this article, learn how you can develop a D365 number sequence to your own field using X++. And how to add… Continue Reading → The post How To Develop A D365 Number Sequence appeared first on Dynamics 365… Continue...

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How To Use A D365 Number Sequence
May23

How To Use A D365 Number Sequence

A D365 number sequence allows the system to generate a unique value. As well as use a defined format for the type of record being used. This is extremely helpful. There are sometimes, such as with item numbers, where you might have a specific value you use to already identify something. On the other hand,… Continue Reading → The post How To Use A D365 Number Sequence appeared first on

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Create A D365 Development Environment
May09

Create A D365 Development Environment

In order to develop in Microsoft Dynamics 365 for Finance and Operations, you need a development environment. In this article, you will learn how to create a D365 development environment. Once this environment is setup, you can use it to perform testing of the system. As well as develop new functionality using Visual Studio. You… Continue Reading → The post Create A D365 Development… Continue Reading...

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How To Write A D365 Find Method
Apr25

How To Write A D365 Find Method

One of the most common tasks when writing code in Microsoft Dynamics 365 for Finance and Operations, is to retrieve a record from the database. Once you have the record, you can read, update, or delete it. In this article I will show you how to write a D365 find method. A ‘Find’ method makes… Continue Reading → The post How To Write A D365 Find Method appeared first on Dynamics 365… Continue Reading...

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How To Update Data In D365
Apr18

How To Update Data In D365

After users enter in data in Microsoft Dynamics 365 for Finance and Operations you often need to process the data. In this article you will learn how to update data in D365 using x++. There are several different ways to update data. And there are several important things you need to know in order to… Continue Reading → The post How To Update Data In D365 appeared first on Dynamics 365… Continue Reading...

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How To Insert Data In D365
Apr11

How To Insert Data In D365

Of the of the most important things to know how to do in Microsoft Dynamics 365 for Finance and Operations is to work with data. In this article you will learn how to insert data in D365 using x++. There are several different ways to insert data. Therefore, understanding when to use each one is… Continue Reading → The post How To Insert Data In D365 appeared first on Dynamics 365 Musings. Continue Reading...

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How To Use The D365 Table Browser
Apr04

How To Use The D365 Table Browser

There exist many forms to show the user data in Microsoft Dynamics 365 for Finance and Operations. However, sometimes it is very useful to look at all of the unfiltered data in a specific table. In this article, you will learn the multiple ways to use the D365 table browser. There have been many articles… Continue Reading → The post How To Use The D365 Table Browser appeared first on

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D365 Development Tips And Tricks
Mar14

D365 Development Tips And Tricks

Do you know all of the D365 development tips and tricks when working with Microsoft Dynamics 365 for Finance and Operations? Find out by watching this video. Two time Microsoft Business Applications MVP Nathan Clouse invited me to co-present with him. And I was honored and thrilled to be asked. Watch as we show you… Continue Reading → The post D365 Development Tips And Tricks appeared first… Continue Reading...

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D365 Outer Join In X++
Feb28

D365 Outer Join In X++

In the previous article, I explained how to use D365 joins to combine rows from two ore more tables together. In a continuation of that article, learn how to use D365 outer join, exists join, and NotExists join to retrieve data in some more complex scenarios. Being able to efficiently pull in the exact data… Continue Reading → The post D365 Outer Join In X++ appeared first on Dynamics 365… Continue Reading...

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D365 Joins in X++
Feb21

D365 Joins in X++

Microsoft Dynamics 365 for Finance and Operations is a relationship database. This means there are many tables that contain data that relates to each other. D365 joins combine rows from two or more tables together, based on related columns. Developers use D365 joins in x++ select statements to read and update the data they are… Continue Reading → The post D365 Joins in X++ appeared first on

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How To Write A While Select Statement
Feb14

How To Write A While Select Statement

Any ERP system needs to process data. An x++ ‘while select statement’ allows developers to loop through specific records with ease. Then take action on those records. The x++ language in Microsoft Dynamics 365 for Finance and Operations combines the best of both SQL like language and object oriented programming. First, developers can efficiently tell… Continue Reading → The post How To Write… Continue...

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How To Create A D365 Project In Visual Studio
Feb07

How To Create A D365 Project In Visual Studio

Whenever a developer needs to add code in Microsoft Dynamics 365 for Finance and Operations, the first step is to create a project. In this article I wanted to explain the steps of how to create a D365 Project in Visual Studio. And some of the key pieces to be aware of. In the future… Continue Reading → The post How To Create A D365 Project In Visual Studio appeared first on Dynamics 365… Continue Reading...

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How To Write An X++ Select Statement
Jan31

How To Write An X++ Select Statement

One of the coolest parts of the x++ language is using a select statement. A select statement allows developers to fetch and manipulate data from a database. The data is loaded into table variables. Finally, these table variables can have methods where code be added to work with the data. This allows developers to focus… Continue Reading → The post How To Write An X++ Select Statement… Continue Reading...

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Create A D365 Batch Job
Jan10

Create A D365 Batch Job

Do you have a process that you need to run in the background of Microsoft Dynamics 365 F&SC? There are two ways to create a D365 batch job. The newer way is to use SysOperation Framework in D365. However, the older way is still very much supported and used within the system. Therefore, it is… Continue Reading → The post Create A D365 Batch Job appeared first on Dynamics 365 Musings. Continue Reading...

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Create Security In D365
Jan03

Create Security In D365

Developers often forget to add security in D365. After developing a new form, report, or batch job in Microsoft Dynamics 365 for Finance and Operations, you need to create Menu Items so a user can see and run the new functionality. And those Menu Items need to be added to new or existing Security objects,… Continue Reading → The post Create Security In D365 appeared first on Dynamics 365… Continue Reading...

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Change Security In D365
Dec13

Change Security In D365

Microsoft Dynamics 365 for Finance and Operations has existing Roles set up. These roles are associated with Users and provide access to the Menu Items. The Menu Items allow users to run forms, reports, and batch jobs. There are times when you need to change Security In D365. Perhaps you need one Role to have… Continue Reading → The post Change Security In D365 appeared first on Dynamics 365… Continue Reading...

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