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Peter Ramer, Author at 365 Community

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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Customize Security In D365
Dec06

Customize Security In D365

In this article I will teach you how to customize security in D365 using the Security Configuration form. How to add new Roles, and add Menu Items to them. In the last article, titled ‘Security in D365‘, I explained how to setup a D365 User, and add Roles to that User. Additionally, you learned how… Continue Reading → The post Customize Security In D365 appeared first on Dynamics 365… Continue Reading...

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Security In D365
Nov29

Security In D365

In this article, I will explain how to use role based security in D365. This is a complicated topic. Before learning how to customize the security, it is important to know how to provide access to users using the existing functionality. In the next article, I will teach you how to customize security in D365… Continue Reading → The post Security In D365 appeared first on Dynamics 365… Continue Reading...

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How To Install A Package In D365
Nov16

How To Install A Package In D365

Do you have Model files that you wish to bring into an environment? Or perhaps you want to better understand how x++ files are stored in Microsoft Dynamics 365 for Finance and Operations. In this article I will show you how to install a package in D365. And how the code files are stored in… Continue Reading → The post How To Install A Package In D365 appeared first on Dynamics 365 Musings. Continue Reading...

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How To Update Reference Packages In D365
Nov08

How To Update Reference Packages In D365

Have you received this error message when building your x++ code: “Are you missing a module reference”? If the code in your model references objects or methods defined in another model, you need a reference to that model. If your model does not have a reference to the other model, you will receive a compile… Continue Reading → The post How To Update Reference Packages In D365 appeared first… Continue...

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How To Create A Model In D365
Oct25

How To Create A Model In D365

In Microsoft Dynamics 365 for Finance and Operations, you are able to view the base Microsoft source code. The base objects and source code are stored in several Models, which are groupings of objects and code. However, you are not able to modify or add to the code or objects in these models. Therefore, as… Continue Reading → The post How To Create A Model In D365 appeared first on Dynamics… Continue Reading...

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How To Write A D365 Edit Method
Oct18

How To Write A D365 Edit Method

Most of the time the data you want to show on a form is stored in a field on a table. Using Display methods you can run code to determine what is shown. A limitation of a display method is that the value cannot be edited. A D365 Edit method, tied to a form control,… Continue Reading → The post How To Write A D365 Edit Method appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s Article on their blog...

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How To Write A D365 Display Method
Oct07

How To Write A D365 Display Method

While often the data you want to show on a form is stored in a field on a table, this is not always the case. There are times when the data you need to show must run code to come up with the final output. In this article, I will show you how to write… Continue Reading → The post How To Write A D365 Display Method appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s Article on their blog...

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How To Call A Form Using X++
Sep27

How To Call A Form Using X++

In the previous article I showed you how to call another from using a Menu Item Button. There are times, however, when you need to call a form using x++ code. Calling a form this way gives a developer greater control around what information is passed to the calling form. And a developer can even… Continue Reading → The post How To Call A Form Using X++ appeared first on Dynamics 365… Continue Reading...

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How To Call A Form From Another Form
Sep20

How To Call A Form From Another Form

There are two common ways to call a form from another form within Dynamics 365 for Finance and Operations. You can use a menu item button. Or you can use use X++ code to call another form. In this article I will show you how to use an Menu Item Button. And how the system… Continue Reading → The post How To Call A Form From Another Form appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s Article on...

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How To Send Enum Parameters To Forms
Sep13

How To Send Enum Parameters To Forms

Sending an enum parameter to a form allows a form to be re-used for several different purposes. Developers can send parameters to forms in D365 F&O to control what data and controls are shown on the form. This creates a better experience for the user. Allowing them to focus on only what is needed for… Continue Reading → The post How To Send Enum Parameters To Forms appeared first on Dynamics… Continue Reading...

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How To Send Parameters To Forms In D365
Sep07

How To Send Parameters To Forms In D365

A form can be re-used for several different purposes, yet still look very different. Developers can send parameters to forms in D365 F&O to control what data and controls are shown on the form. This creates a better experience for the user. Allowing them to focus on only what is needed for the specific purpose…. Continue Reading → The post How To Send Parameters To Forms In D365 appeared… Continue Reading...

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How To Create Menu Items In D365
Aug30

How To Create Menu Items In D365

After developing a new form in Microsoft Dynamics 365 F&O, you need to add a menu item in order for users to be able to access your new form or other object. In this article I will show you how to create menu items in D365. As well as explain many of the other useful… Continue Reading → The post How To Create Menu Items In D365 appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s Article on...

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How To Connect To A Test D365 Database
Aug23

How To Connect To A Test D365 Database

There are times when something is not working as expected in a Microsoft Dynamics D365 F&O environment and it would helpful to look at the underlying data that may not be visible on a form. In this article I will show you how to you can connect to a test D365 database. And how to… Continue Reading → The post How To Connect To A Test D365 Database appeared first on Dynamics 365… Continue Reading...

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How To Run Visual Studio As Administrator
Aug16

How To Run Visual Studio As Administrator

When developing for Microsoft Dynamics 365 for Finance And Operations it is important to run Visual Studio as an administrator. In this brief article, I wanted to show you a helpful tip that will save you some time. Run As Administrator Most people already know about this method. But I wanted to explain the steps… Continue Reading → The post How To Run Visual Studio As Administrator appeared… Continue Reading...

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How To Override An Existing Lookup Method: Chain Of Command
Aug09

How To Override An Existing Lookup Method: Chain Of Command

In this article you will learn how to override an existing lookup method that exists on a form that is in a different model than your own. In a previous article we looked at how to override the lookup method in D365. However, there are some extra steps needed to learn how to override an… Continue Reading → The post How To Override An Existing Lookup Method: Chain Of Command appeared first on… Continue Reading...

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How To Override An Existing Lookup Method: Event Handler
Aug03

How To Override An Existing Lookup Method: Event Handler

In this article you will learn how to override an existing lookup method that exists on a form that is in a different model than your own. In a previous article we looked at how to override the lookup method in D365. However, there are some extra steps needed to learn how to override an… Continue Reading → The post How To Override An Existing Lookup Method: Event Handler appeared first on

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How To Override The Lookup Method In D365
Jul26

How To Override The Lookup Method In D365

A lookup method in D365 forms allows users to view multiple columns from a related record to help with their selection. In this article I will show you how to override the lookup method in D365 to show different columns, and a different number of records. Automatic Lookup In this previous article I explained when… Continue Reading → The post How To Override The Lookup Method In D365 appeared… Continue Reading...

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How To Create A Lookup Method In D365 Forms
Jul19

How To Create A Lookup Method In D365 Forms

A staple of relational databases is the ability to reference on one table a related record on another table. A lookup method in D365 forms allows users to view multiple columns from a related record to help with their selection. In this article I will show you how to let the system automatically generate these… Continue Reading → The post How To Create A Lookup Method In D365 Forms appeared… Continue Reading...

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ExecuteQuery Method In D365 Forms: How To
Jul12

ExecuteQuery Method In D365 Forms: How To

X++ developers can override the ExecuteQuery in D365 forms to change what data is read from the underlying table. By default, data sources will return all records in the table. There are times you only want to show a certain subset of data. In an earlier article, I showed you how you can use standard… Continue Reading → The post ExecuteQuery Method In D365 Forms: How To appeared first on

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How To Filter Data In D365 Forms
Jul05

How To Filter Data In D365 Forms

When you create a form in D365, you will often show a grid that displays records from a table. However, there are many cases when you do not want to show all of the records from the table. Perhaps you only want to show records with a certain status. In this article I will show… Continue Reading → The post How To Filter Data In D365 Forms appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s Article...

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