Messaging API: add actions to the message bar
Apr08

Messaging API: add actions to the message bar

With the latest Dynamics 365 for Finance and SCM 10.0.10 version, we’re getting a new feature that will allow us to add actions to the message bar, using the Messaging API like we used to do in AX2012 with the SysInfoAction class. Remember this is in the latest preview version. You can access the preview … Continue reading Messaging API: add actions to the message bar → La entrada Messaging… Continue Reading...

Read More
Business Events: Payload personalizado (III)
Apr04

Business Events: Payload personalizado (III)

Este es el tercer y último artículo en el que vamos a hablar de como enviar un JSON con una estructura personalizada a través de Business Events. En el anterior artículo vimos una posible manera de identificar aquellos eventos de negocio que debían someterse a esta nueva estructura por medio del catálogo de eventos. Hoy, veremos finalmente como modificar la estructura del mensaje enviado… Continue Reading Juanan’s Article...

Read More
RSAT and Selenium in action – Dynamics 365 for Finance & Operations Regression Test
Mar31

RSAT and Selenium in action – Dynamics 365 for Finance & Operations Regression Test

Hi guys,As you know, in order to handle the Regression Test in F&O we can use RSAT.Here a couple of links:Official link : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/rsat/rsat-overviewYammer MS Group : https://www.yammer.com/dynamicsaxfeedbackprograms/#/threads/inGroup?type=in_group&feedId=15284202One of the RSAT limit is the integration part, so you cannot… Continue Reading Denis...

Read More
1 2 3 Power mime!
Mar29

1 2 3 Power mime!

We’re heading into the third week staying home, and with some weeks more ahead of us we need some entertainment. Last week Eva asked me if we could create an app using the Power Platform to play mime games remotely with my colleagues at Axazure. She’d design it graphically and functionally and I’d (no) code … Continue reading 1 2 3 Power mime! → La entrada 1 2 3 Power mime! se publicó primero…...

Read More
Business Events: Payload personalizado (II)
Mar28

Business Events: Payload personalizado (II)

En el anterior artículo estuvimos hablando de una solución que nos iba a permitir personalizar el contenido y la estructura del payload que se envía a través de Business Events de forma drástica, de modo que seamos capaces de adaptarnos a un formato de JSON diferente al estándar de #MSDyn365FO, todo ello sin dejar de utilizar toda la potencia de este framework. Ahora, vamos a pasar a ver… Continue Reading Juanan’s Article...

Read More
Business Events: Payload personalizado (I)
Mar26

Business Events: Payload personalizado (I)

El propósito de este artículo es hablar sobre la posibilidad de cambiar el formato o la estructura del JSON que enviamos a través de un Business Event de la forma menos intrusiva y más reusable posible, permitiendo en todo momento utilizar la potencia y la robustez del framework de Business Events. Actualmente estoy participando en un proyecto con una gran cantidad de integraciones… Continue Reading Juanan’s Article on...

Read More
3 Simple CRM Strategies to Optimize Your Remote Office During COVID-19
Mar24

3 Simple CRM Strategies to Optimize Your Remote Office During COVID-19

It’s time to reframe what it means to work together The global pandemic known as COVID-19 has sent a massive number of… Continue Reading Mariam Florio’s Article on their blog 3 Simple CRM Strategies to Optimize Your Remote Office vs COVID-19 Everyone is very focused on their health and safety right now-as they should be-but online security should be high up on the list of other priorities. Whether you’re a CRM...

Read More
Unzip a Stream in Dynamics 365 FnO
Mar24

Unzip a Stream in Dynamics 365 FnO

Since Microsoft Dynamics 365 for Finance & Operations is a cloud-based ERP we cannot work with files on the AOS drive anymore. It was pretty usual to have file-based integrations in AX where you got a file in a folder and processed it. Of course it’s still possible to work with files, for example from … Continue reading Unzip a Stream in Dynamics 365 FnO → La entrada Unzip a Stream in Dynamics… Continue...

Read More
D365 : Automatic license disablement and login reminder
Mar22

D365 : Automatic license disablement and login reminder

When assigning licenses to a Dynamics 365 user, it would be beneficial if the system disabled and removed a license from a user if the user has not used the system for X days. X minus 5 days the system should send out a message to the user like this: “This is a login REMINDER for Dynamics 365. Kurt Hatlevik has not logged into for at least 25 days. Your last login was 2/20/2020 12:10:00 AM…. Continue Reading Kurt...

Read More
How to Assign a Security Role to a User in Microsoft Dynamics 365
Mar19

How to Assign a Security Role to a User in Microsoft Dynamics 365

Assign or change security roles in 6 simple steps This time in Microsoft Dynamics Support, we’ll look at how to assign… Continue Reading David Marincic’s Article on their blog How to Assign a Security Role to a User in Microsoft Dynamics 365 This time in in Microsoft Dynamics Support, we’ll look at how to assign a security role to a user Microsoft Dynamics 365 Customer Engagement. Security roles grant specific,...

Read More
10 year AXniversary!
Mar17

10 year AXniversary!

Today I’m going to talk a bit about me instead of X++, Azure DevOps or LCS. Because… On a day like this St. Patrick’s day, 10 years ago, I started working with Axapta! La entrada 10 year AXniversary! se publicó primero en ariste.info. Continue Reading Adrià Ariste Santacreu’s Article on their blog 10 year AXniversary! Today I’m going to talk a bit about me instead of X++, Azure DevOps or LCS. Because… Cake! On...

Read More
Best Practice for Moving D365FO Security Between Environments
Mar10

Best Practice for Moving D365FO Security Between Environments

One of the questions I get quite often is now that I know that security created/modified from the AOT is stored differently than security created/modified from the user interface, what is the best way to move security between environments effectively and ensure the validity of the tested security in each environment? Treat Security as Code What I mean by this is that your security should go… Continue Reading Alex’s Article...

Read More
Exam MB-300: Core Finance and Operations
Mar10

Exam MB-300: Core Finance and Operations

Last week I took (and passed :P) exam MB-300: Microsoft Dynamics 365: Core Finance and Operations. After taking other older exams I’d like to share my views on MB-300. Role-based certifications The MB-300: Microsoft Dynamics 365: Core Finance and Operations exam is part of the new role-based certifications, and with exam MB-500 is needed to … Continue reading Exam MB-300: Core Finance and… Continue Reading Adrià...

Read More
D365 and the supply structures in grocery retail industry
Mar08

D365 and the supply structures in grocery retail industry

Today I will write a bit about the supply chain structure we see in the retail grocery industry, and challengers Dynamics 365 may face, and how to address them. The grocery industry has for many years seen that industry collaboration brings benefits and synergies throughout the value chain. We see industry collaboration that offers a range of services to its owners, customers and partners. In… Continue Reading Kurt...

Read More
Toca desarrollar en #MSDyn365FO… ¿Y ahora qué?
Mar03

Toca desarrollar en #MSDyn365FO… ¿Y ahora qué?

Pues eso, soy programador con experiencia en Microsoft Dynamics AX, he participado en varios proyectos sobre las versiones 2009, 2012, R2, R3… y finalmente, mi empresa empieza a trabajar en un proyecto de Dynamics 365 for Finance and Operations, y pienso… ¿Y ahora qué? Lo primero de todo, aclarar que mi intención con este artículo no es la de sentar cátedra, imponer mi punto de vista… Continue Reading Juanan’s...

Read More
An Easier Way to Boost CRM Value
Mar03

An Easier Way to Boost CRM Value

Introducing boosters for Microsoft Dynamics 365 and Sage CRM! Here at Azamba, we spend an awful lot of time thinking about… Continue Reading David Marincic’s Article on their blog An Easier Way to Boost CRM Value – Sage CRM & Microsoft Dynamics Here at Azamba, we spend an awful lot of time thinking about how to ensure our customers generate maximum value from their CRM. That’s why we developed the OnTrack...

Read More
How to Continue to Use the Table Browser Functionality Within D365FO
Feb27

How to Continue to Use the Table Browser Functionality Within D365FO

While using D365FO it is sometimes helpful to be able to view the actual data within a particular table from a web browser. This has previously been done via the SysTableBrowser menu item display, but recently there was a message on the D365UG forum that trying to navigate to this menu item was throwing an error. If you are unfamiliar with the SysTableBrowser you can utilize it by using the… Continue Reading Alex’s Article...

Read More
A warning about Self-service environments: update carefully
Feb25

A warning about Self-service environments: update carefully

It looks like the time has finally come and all new LCS projects will have self-service Tier 2+ environments. If you want to know a bit more about them, I wrote this post about service fabric/self-service environments in Microsoft Dynamics 365 for Finance and Operations. The last two projects we’ve started at Axazure are on … Continue reading A warning about Self-service environments: update… Continue Reading Adrià Ariste...

Read More
D365 – What have changed (pmfTablehasChanged)
Feb16

D365 – What have changed (pmfTablehasChanged)

This short post is for you hardcore X++ developers that create magic everyday. D365 have the following method, that allows you to validate if any fields on a record have been changed. If it returns true, then something has changed, and if false, then nothing has been changed. There are scenario’s where you would like to know if there have been any changes to the record before you… Continue Reading Kurt Hatlevik’s...

Read More
Secure your Azure Pipelines with Azure Key Vault
Feb11

Secure your Azure Pipelines with Azure Key Vault

After the update of my last post about calling the LCS API from Azure DevOps Pipelines I thought that creating a pipeline with a password in plain sight was not very secure. How could we add extra security to a pipeline? Once again we can turn to an Azure tool to help us, the Azure … Continue reading Secure your Azure Pipelines with Azure Key Vault → The post Secure your Azure Pipelines with… Continue Reading Adrià...

Read More
Truco: Consumir Business Events desde Flow en entornos Self-Service
Feb07

Truco: Consumir Business Events desde Flow en entornos Self-Service

Los entornos Self-service ya están aquí, y han llegado para quedarse. Si no sabes de qué estoy hablando o simplemente quieres tener más detalles sobre este nuevo tipo de despliegues, puedes echar un vistazo a este artículo escrito por mi compañero Adrià hace unos meses. Tal y como comentaba Adrià, para poder trabajar y probar este nuevo tipo de despliegue, era necesario inscribirse… Continue Reading Juanan’s Article on...

Read More
Upcoming Sessions at Dynamics Communities Summit Europe 2020
Feb05

Upcoming Sessions at Dynamics Communities Summit Europe 2020

We are just over a month away from the Summit Europe 2020 conferences in Barcelona, Spain. As always there is a wide variety of amazing sessions, presentations, and networking to be had. I have a number of sessions across both the extreme365 and Summit conferences surrounding security, audit, and compliance that you shouldn’t miss! Security Landscape in Dynamics and Beyond – Customer… Continue Reading Alex’s Article...

Read More
Automatic Company Restriction Assignment in D365FO
Jan30

Automatic Company Restriction Assignment in D365FO

I recently wrote about what features allow you to restrict user role assignments to a specific company/legal entity within D365FO, and another great AX developer Nathan Clouse chided me and said ‘What if someone made an open source project to change this behavior?’. After some back and forth we decided we were the people to start this project, I recently got our first feature completely so I… Continue Reading...

Read More
Calling the LCS Database Movement API in your Azure DevOps pipeline
Jan28

Calling the LCS Database Movement API in your Azure DevOps pipeline

I talked about the LCS Database Movement API in a post not long ago, and in this one I’ll show how to call the API using PowerShell from your Azure DevOps Pipelines. What for? Basically, automation. Right now the API only allows the refresh from one Microsoft Dynamics 365 for Finance and Operations environment to … Continue reading Calling the LCS Database Movement API in your Azure DevOps… Continue Reading Adrià...

Read More
How to Create a Dynamics 365 Follow-up Task from an Outlook Email
Jan23

How to Create a Dynamics 365 Follow-up Task from an Outlook Email

Never fail to follow up! Have you ever found it difficult keeping track of who has (and hasn’t) responded to your… Continue Reading Eric Anderson’s Article on their blog How to Create a Dynamics 365 Follow-up Task from an Outlook Email Have you ever found it difficult keeping track of who has (and hasn’t) responded to your emails? Most of us have. Fortunately, there’s a very simple trick that will ensure...

Read More
Add multi selection lookup to a SysOperation Framework dialog
Jan21

Add multi selection lookup to a SysOperation Framework dialog

First 2020 post! Happy new year! Yes, I know it’s already past mid January… When you add a field to a SysOperation Framework Data Contract the lookup that the framework creates (if the EDT has a lookup) is a simple, single select lookup. Let’s see how to create a multi select lookup in MSDyn365FO. The … Continue reading Add multi selection lookup to a SysOperation Framework dialog → The post

Read More

Batch Jobs; Take control of the executions

Dynamics 365 can be automated quite a lot with the use of batch jobs. With batch jobs, your Dynamics 365 solution becomes “alive”, and we can set up the system to automate many manually processes. Lets say to have the following “vanilla process”, and wants to automate as many steps as possible. This document covers the Batch jobs needed to be setup for this process to be as automated as… Continue Reading...

Read More
Not Ready for the Microsoft Unified Interface?
Jan16

Not Ready for the Microsoft Unified Interface?

How to reschedule your Dynamics 365 upgrade As announced last September, Microsoft is deprecating the legacy web client… Continue Reading Eric Anderson’s Article on their blog Not Ready for the Microsoft Unified Interface? Reschedule Your Upgrade! As announced last September, Microsoft is deprecating the legacy web client for Dynamics 365 CRM this year, and Dynamics 365 customers who are still using the legacy web client...

Read More
How to Create a System View in Microsoft Dynamics 365 for Sales
Jan09

How to Create a System View in Microsoft Dynamics 365 for Sales

Create an optimal experience for CRM users This time in Microsoft Dynamics Support, we’ll look at how to create a… Continue Reading David Marincic’s Article on their blog How to Create a System View in Microsoft Dynamics 365 for Sales Modifying an existing system view is the better option when you find a view that meets most of your organization’s needs but requires a bit of work to optimize. You can use the existing...

Read More
Options for Configuring User Legal Entity Restrictions in D365FO
Jan07

Options for Configuring User Legal Entity Restrictions in D365FO

By default, in Dynamics AX/365FO when assigning a user to a role, this access is granted across all companies/legal entities. What options do you have to restrict this? Assign Organizations Under System Administration -> Users you are able to see the roles assigned to a user. When you select a particular role you can then select Assign Organizations to restrict which companies/legal entities… Continue Reading Alex’s...

Read More
Create Financial Reporting App – Dynamics 365 for Finance & Operations LBD
Dec28

Create Financial Reporting App – Dynamics 365 for Finance & Operations LBD

Hi LBD enthusiastic,here I’m sharing the steps that we need to follow in order to install manually the Financial Reporting App.Walk through the MR Node and follow those steps:If present with error, delete the FR app from the Fabric or run the following command with 3 parameters:\fileserverAgentwpEnvironmentStandaloneSetup-xxxxxxAppsFRDeploymentFinancialReportingDeployer.exe… Continue Reading Denis Macchinetti’s...

Read More
Robotic process automation (RPA) Overview – Dynamics 365 for Finance & Operations
Dec28

Robotic process automation (RPA) Overview – Dynamics 365 for Finance & Operations

Hi guys,again happy Christmas!In those “holidays” days, I play around with UI Flows!Here the public link Intuitive robotic process automation that works for youYou are able to automate several tasks, also with the standard connectors.Last but not least, we can use UI Flow in the our Test Automation journey in combination with RSAT.Through UI Flow, you can create a Desktop or Web App (browser… Continue Reading Denis...

Read More
Current State of User Licensing in D365FO PU31
Dec19

Current State of User Licensing in D365FO PU31

With D365FO PU31/10.0.7 now becoming GA, we get our first look at Microsoft’s new licensing model within D365FO. I wrote about the high level changes in this post, but let’s look to see how this new licensing model is implemented. First and foremost I wanted to try and find the association between the new license types and the menu items. I started by looking at menu item objects in the AOT… Continue Reading...

Read More
The Empowered Agent: A Customer Service Agent’s First Reflection On CRM
Dec18

The Empowered Agent: A Customer Service Agent’s First Reflection On CRM

Are your customer service agents empowered? My name is Dan Simpson and I am a new Azamba CRM Concierge. I facilitate implementation of Sage and Dynamics… Continue Reading Dan Simpson’s Article on their blog The Empowered Agent: A Customer Service Agent’s 1st Reflection on CRM Even if you have never worked in customer service or sales, you might be able to imagine the kinds of software an agent would use to help you...

Read More
LCS Database movement REST API
Dec17

LCS Database movement REST API

Since last October we’ve been able to try the preview of Microsoft Dynamics 365 for Finance and Operations Database Movement API which allows us to list and download DB backups and start DB refreshes using a REST API. If you want to join the preview you first need to be part of the MSDyn365FO Insider Program where you can join the “Dynamics 365 for Finance and Operations Insider Community“…. Continue Reading...

Read More
Static IP not guaranteed for Dynamics 365 for Finance and Operations
Dec13

Static IP not guaranteed for Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations offers a lot of flexibility and significantly reduced maintenance effort than the previous versions (AX).  Along with being a cloud-hosted SaaS solution, we had to modify our approach to making modifications, interfacing with the system, licensing and more.  One change which can be particularly challenging is that the IP address… Continue Reading Dag Calafell, III’s Article...

Read More
How to Create a Dynamics 365 Contact Record from Outlook Using the Dynamics 365 App for Outlook
Dec12

How to Create a Dynamics 365 Contact Record from Outlook Using the Dynamics 365 App for Outlook

Track contacts without disrupting your workflow This time in Microsoft Dynamics Support, we’ll look at how to create a… Continue Reading Eric Anderson’s Article on their blog How to Create a Microsoft Dynamics 365 for Sales Contact from Outlook Looking for a helping hand with Dynamics 365? Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including: unlimited diagnostic...

Read More
D365 – To exist or not, that is the question!(part 2)
Dec04

D365 – To exist or not, that is the question!(part 2)

Some years ago I created a free community solution for “Not-Exists Join“. Not exists join means that we can filter and search on data that does not have any relational records. This answers questions like; – Show me all customers that have no sales orders the last X days – Show me all items with no inventory transaction. Show me items with no movement last 30 days. – Show me all items that… Continue...

Read More
Create an ISV license from a cryptographic USB token
Dec03

Create an ISV license from a cryptographic USB token

This post is a product of not reading the full documentation. Lesson #1: read the docs thoroughly, or at least don’t stop reading when you think you’re done. Publishing an ISV solution One of the steps when you want to publish an ISV solution is generating the license for your customers. This license has to be signed  using an Authenticode certificate that will enable the solution, limit… Continue Reading Adrià Ariste...

Read More
Create LCS Hosted Build VM
Dec03

Create LCS Hosted Build VM

Create LCS Hosted Build VM 12/02/19 ALM Build Let’s walk through creating a standard Build VM Before we can get started, we must have the following complete: Create a generic servicing account for environment creation like DynamicsServicing@Contoso.com Add the generic servicing account to Azure DevOps (AZDO) Generate a… Continue Reading Nathan Clouse’s Article on their blog Create LCS Hosted Build VM Let’s walk...

Read More
Securing the Open in Microsoft Office Button in D365FO
Dec02

Securing the Open in Microsoft Office Button in D365FO

On some pages within D365FO there will be an Office button in the upper right hand corner that allows you to either export grid data to Excel or use Excel to easily update, create, or delete data. Security for these actions are controlled slightly differently than the normal menu item method instead they are controlled by security via data entities. Integration Points There are two different… Continue Reading Alex’s...

Read More
Create Cloud Hosted Build VM
Dec02

Create Cloud Hosted Build VM

Create Cloud Hosted Build VM 12/01/19 Need an extra build box? Look no further for how to set that up. If you need an extra build box, those are easy to setup as a cloud-hosted VM. To get started, you’ll need to have performed the following: Create a generic servicing account for environment creation like DynamicsServicing@Contoso.com Add the generic servicing account to Azure DevOps… Continue Reading Nathan Clouse’s...

Read More
Get the T-SQL query from X++
Nov26

Get the T-SQL query from X++

As you might know MSDyn365FO’s data access layer pretty different from T-SQL. This means that if you copy a query on AX and paste it in SSMS it won’t validate in the 99% of the cases (the other 1% being a select * from table). The differences are specially obvious in the join clauses, for example in AX’s (not) exists join which translates to T-SQL as a WHERE NOT EXISTS (SELECT statement). To… Continue Reading...

Read More
How to Create a Dynamics 365 Email Template and Use it in Outlook Emails
Nov21

How to Create a Dynamics 365 Email Template and Use it in Outlook Emails

Ensure offline mobile Dynamics 365 access This time in Microsoft Dynamics Support, we’ll look at how to create an email… Continue Reading Eric Anderson’s Article on their blog How to Create a Dynamics 365 Email Template and Use it in Outlook Email Dynamics 365 email templates save you time by adding CRM info into pre-built messages for common email types. Learn how to create and use them in Outlook! Blog Syndicated with...

Read More
Desarrollo de Business Events con X++
Nov20

Desarrollo de Business Events con X++

Continuando con nuestra serie de Business Events en Microsoft Dynamics 365 for Finance and Operations, toca hablar de la posibilidad de desarrollar nuestros propios eventos de negocio para ser capaces de notificar o interactuar con aplicaciones externas en casos que no están cubiertos por el catálogo de eventos de negocio. Antes de comenzar con la creación del propio Business Event, hay… Continue Reading Juanan’s Article...

Read More
Microsoft Bookings and Microsoft Graph
Nov12

Microsoft Bookings and Microsoft Graph

One common feedback we get when implementing Dynamics 365 is the ability to handle appointments and booking. There are many very good 3’rd party solutions, but did you know that Microsoft have an easy to use booking system that works online and integrated with Outlook. It’s called Microsoft Bookings, and is worth taking a small look at especially if you have the need of booking your… Continue Reading Kurt...

Read More
Gaps in the Security Diagnostics for Task Recordings Feature in D365FO
Nov11

Gaps in the Security Diagnostics for Task Recordings Feature in D365FO

I have written in the past about how to use the Security Diagnostics for Task Recordings feature within D365FO to help determine the securable objects consumed during a recorded business process or task. But I found while diving deeper into using the tool that there are some gaps that you need to be aware of. The Gaps 1) The access required for the objects is not shown If we look at the… Continue Reading Alex’s Article on...

Read More
Searching Code in Dynamics 365 Finance and Operations Using PowerShell
Nov08

Searching Code in Dynamics 365 Finance and Operations Using PowerShell

You can search the Finance and Operations XML files (the X++ source code) using regular expressions by using PowerShell’s Select-String command.  This is a strategy that I’ve used many times and I wonder if others have realized the ease of approaching code searches this way. For some background, we’ll be using regular expressions which provide a very flexible approach for searching… Continue Reading Dag...

Read More
Y ahora ¡también en inglés!
Oct30

Y ahora ¡también en inglés!

Como lo oyes! Como propósito de año nuevo, me he propuesto publicar también las entradas en inglés. Sinceramente, los idiomas nunca han sido uno de mis fuertes, pero es cierto que desde que trabajo en Axazure, he ido mejorando poco a poco mi inglés hasta el punto de poder mantener conversaciones más o menos fluidas con gente de otros países sin tener que avergonzarme por mi, hasta… Continue Reading Juanan’s Article on...

Read More
DevOps ALM automation in Microsoft Dynamics 365 for Finance and Operations
Oct29

DevOps ALM automation in Microsoft Dynamics 365 for Finance and Operations

I’ve already written some posts about development Application Lifecycle Management (ALM) for Dynamics 365 for Finance and Operations in the past: Dynamics 365 for Finance & Operations and Azure DevOps (part I) Dynamics 365 for Finance & Operations and Azure DevOps (part II) Setting up Release Pipeline in Azure DevOps for Dynamics 365 for Finance and Operations Set up the new Azure DevOps… Continue Reading Adrià...

Read More