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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Rebate management : retroactivity and usage of items
Sep09

Rebate management : retroactivity and usage of items

In this second post (see the previous overview here) on Rebate Management, I will focus in more details on different alternative scenarios regarding the rebate management module. Retroactivity Let’s test this scenario which can be very usefull : the retroactivation of the deal. In some industries, especially in agri-food industries, the back rebate are negociating during Q1 and activation… Continue Reading Yohann ROLLAND’s...

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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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Restore a data package with Azure DevOps Pipelines
Sep01

Restore a data package with Azure DevOps Pipelines

You can read my complete ALM guide on Microsoft Dynamics 365 for Finance & Operations and Azure DevOps. Moving data from the production to a sandbox environment is something we regularly have to do to have real updated data to do some testing or debugging. It’s a process that takes time and that can be […] ariste.info Restore a data package with Azure DevOps Pipelines Continue Reading Adrià Ariste Santacreu’s...

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Purge Lifecycle Services assets – New feature in LCS
Aug31

Purge Lifecycle Services assets – New feature in LCS

LCS has introduced a new feature to purge or dispose the assets which are more than a year old. Beginning Friday, September 17, 2021, Microsoft will begin to purge assets that are older than 365 days from the project Asset library. This is currently targeted for both Software Deployable Package and Database Backup asset types with a Modified date older than 365 days.  The Asset… Continue Reading AnithaEswaran’s...

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Creating a Zip File From Multiple MemoryStreams in D365FO
Aug30

Creating a Zip File From Multiple MemoryStreams in D365FO

I recently had a requirement to take many pieces of data from D365FO, create a CSV file out of each data piece, and then wrap these files in a zip file for easy downloading by an end user. In my case, the requirement was that all of the data should be held in memory (never written to disk). I wanted to show the process of how I achieved this. Test Scenario To show how I did this I will be… Continue Reading Alex’s Article...

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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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Rebate management overview
Aug30

Rebate management overview

This new serie of posts are a quick and first approach of this new trade module available in public since Apr 16, 2021. You will find some microsoft documentation here and here. After activating the functionality, the module is available : Have a look on it : Not so much menu item, quite easy to use. We may have expected one workspace dedicated but there is not. This module is address to… Continue Reading Yohann ROLLAND’s...

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User role based security
Aug25

User role based security

1.  IntroductionUser security is a must in Dynamics 365 for Finance and during FiveForty projects we always have a lot of discussing about it and when to start thinking about it. Below we describe the main IT concepts to know behind this feature. We hope it will help you to… Continue Reading admin2897’s Article on their blog http://d365tour.com/en/microsoft-dynamics-d365o/user-role-based-security/ Blog Syndicated with...

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Opportunity in Analytics for Microsoft Dynamics 365
Aug25

Opportunity in Analytics for Microsoft Dynamics 365

Recently, I have had the opportunity to expand my purview to all of Microsoft’s services (i.e. Azure), not just in the Microsoft Dynamics 365 arena.  That includes all Azure products, i.e. analytics, IaaS, PaaS, machine learning, Power Platform, et cetera in addition to Dynamics.  Being a long time (13 year) Dynamics technical guru, I found this was my next greatest challenge.  And yes, I… Continue Reading Dag Calafell,...

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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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D365 – Building a business value review
Aug23

D365 – Building a business value review

Latest & greatest tech, faster, better and new possibilities, are from a consultancy perspective fun and rewarding. But it is very seldom that these aspects are the deciding factors when it come to implementing Dynamics 365. Any organization have a finite set of resources in terms of people, knowledge, money, and time. How to best … Continue reading D365 – Building a business… Continue Reading Kurt Hatlevik’s...

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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 Determine Compatible Deployable Package Versions in D365FO
Aug10

How to Determine Compatible Deployable Package Versions in D365FO

Working for an ISV, whenever we release a new deployable package I get questions surrounding its compatibility with a customer’s environment. When adding a deployable package to a shared asset library in LCS, the platform version and build information is shown: This informs the end user of the D365FO version used to build this particular deployable package. The question then is of course, is… Continue Reading Alex’s...

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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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MB-340: Microsoft Dynamics 365 Commerce Functional Consultant (beta)
Aug06

MB-340: Microsoft Dynamics 365 Commerce Functional Consultant (beta)

Microsoft have released a new exam for the Commerce functional consultant.  I did take this exam in the beginning of July, and it can take a few weeks before the results come.  But I’m pretty sure I will fail.  The exam was quite hard and there was just too little time. I got 62 questions, … Continue reading MB-340: Microsoft Dynamics 365 Commerce Functional… Continue Reading Kurt Hatlevik’s Article on...

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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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Dual-write table mappings: copy to other environments
Jul27

Dual-write table mappings: copy to other environments

In a past post, we learned how to create custom data entities to be used in Dual-write. And now you might be asking yourself, how do I move the Dual-write table mappings to a test or production environment from the development environment? Do I need to repeat everything I’ve done on the dev machine in […] ariste.info Dual-write table mappings: copy to other environments Continue Reading Adrià Ariste Santacreu’s...

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How to Apply Multiple XDS Policies to the Same Role in D365FO
Jul26

How to Apply Multiple XDS Policies to the Same Role in D365FO

I’ve written about XDS policies and how to apply them in the past, but what about the scenario where you want to apply multiple XDS policies to the same role in D365FO? How would you go about achieving that? Test Scenario For my test scenario, I want a role to only be able to interact with Customers and Vendors that have a group (CustGroup/VendGroup) equal to 10. Steps to Implement The first… Continue Reading Alex’s...

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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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Part 16 – Action Methods and Computed Columns
Jul17

Part 16 – Action Methods and Computed Columns

What are the differences between an Action Method and a Computed Column? Let’s take a look. Data entities have a few options for getting data to present in a specific way. One way is to use a virtual field with postLoad(). However, we can also use computed column as well as action methods. Both have their results exposed via OData but computed columns also present in the DMF when exporting… Continue Reading Nathan...

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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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Throttling on Dynamics 365 Finance & Operations (Supply Chain Management) Starting 10.0.19
Jul12

Throttling on Dynamics 365 Finance & Operations (Supply Chain Management) Starting 10.0.19

Priority-Based Throttling is starting on version 10.0.19.  This has caused some concern for users who are heavily dependent on OData or Custom Web Service calls from third party software, i.e. ISVs, EDI, Integrations, web portals, custom web apps.  Everything here is up to date as of July of 2021.  I expect some changes to come over the next months and years which may invalidate some of… Continue Reading Dag Calafell,...

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Part 15 – 429s, Throttling and How to Manage It
Jul12

Part 15 – 429s, Throttling and How to Manage It

What is Throttling, a 429 Status code, how do we handle them, and create safe patterns for using OData Entities? Throttling, in a general sense, is something acting upon another actor to actively hinder a process or request. Dynamics 365 For Finance and Operations recently added Priority-based Throttling. In the past, when hitting an OData endpoint, we only had to worry about non-affirmative… Continue Reading Nathan...

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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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Import Data using Azure Data Factory – D365FO DIXF(Recurrence)
Jul05

Import Data using Azure Data Factory – D365FO DIXF(Recurrence)

In one of my posts,I explained about importing data from D365FO from ADF using Odata approach. In this post, we will explore the other option of importing the data using DIXF . I created a new Export project in my environment to import the Customer Group and the source data format is set as CSV. Recurrence is enabled for this job and the activity Id will be used in ADF to call… Continue Reading AnithaEswaran’s Article on...

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Troubleshooting Key vault script execution -Data Export Tool CE
Jun28

Troubleshooting Key vault script execution -Data Export Tool CE

In my previous post, I explained configuring Data Export tool in CE. The main focus was on the key vault generation which was created using the script. In this post, I will explain about troubleshooting the script for any errors. The script was executed in Powershell in Admin mode. On executing the script, if the error shows Connect-AzureRMAccount : The term ‘Connect-AzureRMAccount’… Continue Reading...

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Data copy from D365 to Azure Db – Data Export Service Tool
Jun22

Data copy from D365 to Azure Db – Data Export Service Tool

This time I had a chance to work on Data Export Service tool in D365 CE to transfer the data from an entity to Azure Sql Db. Pre-requisite needed to create Data Export Profile in D365CE. Admin privileges in CE to Install the Data Export service App Azure Db Azure portal subscription to create Key Vault I am not covering the installation of Data Export service and Azure Db in this… Continue Reading AnithaEswaran’s Article...

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How to Apply D365FO Extensible Data Security Based on the Current User
Jun21

How to Apply D365FO Extensible Data Security Based on the Current User

I have written in the past about Extensible Data Security (XDS) in D365FO, it has been one of my most popular posts. I often get questions about it, but one that I get quite often is wanting to apply XDS based on the current user. The use case is something along the lines of: ‘I only want a user to see sales orders/vendors/customers they created’ ‘Users should only see records where they are… Continue Reading...

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How To Debug Batch Jobs In D365
Jun21

How To Debug Batch Jobs In D365

Most of the time when debugging x++ code, you can debug the current process. However sometimes code is written in such as way that certain code branches will only be run when the process is running as a batch job. In this article, I will teach you how to debug batch jobs in D365. The… Continue Reading → The post How To Debug Batch Jobs In D365 appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s...

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Part 13 – Update Performance for Simple Entities
Jun21

Part 13 – Update Performance for Simple Entities

What can we learn about update performance from simple entities? Similar to how we tested insert performance for simple entities, we’re going to run similar tests to see what kind of performance we can expect with an update workload for a “simple” entity. The Tests To draw out values and differences, we’ll be testing with 2 basic test types: “Minimum” and “Maximum”, just like we have in...

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Part 12 – Update Performance for Complicated Entities
Jun21

Part 12 – Update Performance for Complicated Entities

What can we learn about update performance from complicated entities? Similar to how we tested insert performance for complicated entities, we’re going to run similar tests to see what kind of performance we can expect with an update workload. The Tests To draw out values and differences, we’ll be testing with 2 basic test types: “Minimum” and “Maximum”, just like we have in the past. What…...

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Understanding Microsoft Dynamics 365 Product Naming
Jun16

Understanding Microsoft Dynamics 365 Product Naming

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Chain Of Command For Table Methods in D365
Jun14

Chain Of Command For Table Methods in D365

In the previous article, I explained what Chain of Command is, and how to use it in Microsoft Dynamics 365. I provided a basic example of Chain of Command, and explained what pieces are required. In this article we will look at an example of how to implement Chain of Command for Table methods. Objects… Continue Reading → The post Chain Of Command For Table Methods in D365 appeared first on

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Remove $id from Custom Web Service JSON – Dynamics 365 F&O
Jun11

Remove $id from Custom Web Service JSON – Dynamics 365 F&O

Priority-Based Throttling in Microsoft Dynamics 365 Finance and Operations (F&O, SCM) is almost mandatory!  If your solution or integration architecture included the transaction orchestration being done outside of F&O (multiple OData calls within a transaction; rollback means making more OData calls), one of the things you can do to adjust it is to create a custom web service in F&O, which… Continue Reading Dag...

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Export data from all legal entities using DIXF – D365 FO
Jun11

Export data from all legal entities using DIXF – D365 FO

In D365FO, if an export project is created for an entity, it exports the data only from the legal entity for which the user has triggered an export. Setting the property ‘Enable cross-company’ in the base query of the entity doesn`t help here as I observed the same behaviour. The behaviour is decided by one of the property in Data Entity. Check the value of ‘Primary company context‘… Continue Reading...

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Buy Commerce Scale Unit’s, and get Device licenses included
Jun10

Buy Commerce Scale Unit’s, and get Device licenses included

There is a small, but interesting element that retailers should be aware of. If you buy Dynamics 365 Commerce Scale Unit’s you get device licenses included. It is available in the licensing guide. What does this mean? As you scale … Continue reading → Continue Reading Kurt Hatlevik’s Article on their blog Buy Commerce Scale Unit’s, and get Device licenses included There is a small, but interesting element...

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Link to an Azure Logic App Run
Jun09

Link to an Azure Logic App Run

Sometimes my Azure Logic Apps are sending emails internally, both for the happy path and for exceptions.  Toon had a great post, Navigate directly to the Logic Apps run details | Your Azure Coach, explaining how to create a direct link to the Azure Logic App run.  The idea is that you could easily check out the details and correct any issues.  I’d like to add to his post the exact formula… Continue Reading Dag Calafell,...

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“Error importing database : could not load the package ” Error in bacpac import
Jun09

“Error importing database : could not load the package ” Error in bacpac import

I installed a new VM for the latest PU42 and faced the below error when trying to restore the bacpac. I tried the first option on downloading the latest SQL Data tier Application Framework from the link Now , you will be able to see a DAC folder in either ‘Program Files’ or ‘Program Files (x86)Microsoft SQL Server150’ . Now use this path in import command. The command… Continue Reading...

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Append Blob using Http Request trigger in Logic apps
Jun08

Append Blob using Http Request trigger in Logic apps

We use logic apps to execute some process as a recurrence or trigger APIs available in external applications. In this post, we are going to see , how to call logic apps from external application (I have used Postman here) . My example described below is simple. Pass a Customer group from Postman which triggers HttpRequest in Logic apps. Upon getting the value of the Customer group, write… Continue Reading AnithaEswaran’s...

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Part 11 – Insert Performance for "Simple" Entities
Jun07

Part 11 – Insert Performance for "Simple" Entities

What can we learn about insert performance from complicated entities? Simlar to our last entry, what makes a data entity “simple”? Let’s re-run the same tests from Insert Performance For Complicated Entities but with a simple entity. I would define a simple entity as an entity that has 1 or 2 tables, can perform it’s tasks with a small amount of code, and is build to be light weight for a… Continue...

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Part 10 – Insert Performance for Complicated Entities
Jun07

Part 10 – Insert Performance for Complicated Entities

What can we learn about insert performance from complicated entities? What makes a data entity complicated? What makes a data entity slow? Let’s take a look at data entity performance when inserting records and see what we can learn. First, let’s define a “complicated” entity. I would classify a complicated entity has having lots of data sources ( 5 or more ), having lots of code related to it… Continue...

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How To Debug D365 Part 2
Jun04

How To Debug D365 Part 2

In this previous article I explained how to debug D365 by attaching to an existing process. This is useful if you are debugging code on objects that do not exist in your solution. In this article, I will teach you how to debug D365 objects that are in your solution. As well as set the… Continue Reading → The post How To Debug D365 Part 2 appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s Article...

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How to Fix Broken Security References in D365FO
Jun03

How to Fix Broken Security References in D365FO

If you have used the Security Configuration area within D365FO to remove security layers in the past, you may have noticed that there are certain security features that still show these removed security layers. To demonstrate this we will be utilizing the Security Diagnostics feature for this blog post. For those that may not know, this feature allows you to see all roles, duties, and… Continue Reading Alex’s Article on...

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Upsert the records using Copy Data tool – Data Factory
Jun02

Upsert the records using Copy Data tool – Data Factory

In one of my previous blog, I explained on copying the data from D365 to azure DB using ADF`s Copy Data tool. In that example, The tool copies/appends the data as such if there are no indices defined in the target table and throws error in presence of index. Most of our requirements would expect update if the record exists or insert if it doesnt. I am using the same tool but tweaked… Continue Reading AnithaEswaran’s...

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SocrateX & Application checker
Jun02

SocrateX & Application checker

It’s been a while since I first wrote about the Application Checker in 2019, and here I am again. In this blog post, I’ll talk about SocrateX and XQuery too, and I’ll also show how to generate the files and databases used to analyze the code. If you want to know more about App Checker […] ariste.info SocrateX & Application checker Continue Reading Adrià Ariste Santacreu’s Article on their blog...

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How To Create A Form In D365
Jun01

How To Create A Form In D365

In this article I will show you how to create a form in D365. Users create new forms to allow users to enter data into the system, view existing data, and interact with the system. One of the first tasks needed, is to create a table to store the data. We covered how to create… Continue Reading → The post How To Create A Form In D365 appeared first on Dynamics 365 Musings. Continue Reading peter.ramer’s Article on...

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CRUD OData Entities – Postman – D365FO
May28

CRUD OData Entities – Postman – D365FO

In this post, I will demonstrate CRUD operations for an OData entity in D365FO using postman. Refer to my earlier post to set up postman and now we will proceed to execute these operations using Customer Group Entity. Base syntax for referring this entity in Postman https://D365FOURL/data/CustomerGroups This is not the entity name in FO, but ‘Public Collection Name’ in the… Continue Reading...

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