Choice of Options from logic apps to Microsoft Teams
Dec05

Choice of Options from logic apps to Microsoft Teams

With recent addition of connectors in Logic apps, users can choose to use these connectors for configuring poll , approval and many more process. I am skipping the part of creating logic apps and given below the first step of setting up Recurrence. For my instance, I am starting with recurrence. But logic apps can be triggered with any event as per the users business requirement. This… Continue Reading AnithaEswaran’s...

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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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Refresh new objects in SQL server
Nov11

Refresh new objects in SQL server

Whenever we create a new object (table/View/Stored procedure etc) in SQL server , the change will not be immediately reflected in query window. Intelisense works for the existing artifacts , but the new ones will be effective when we restart the SSMS instance. For example, assume you are creating a new table. CREATE TABLE Persons ( PersonID int, LastName varchar(255), … Continue Reading AnithaEswaran’s Article on their...

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Re-enable Users after Database Refresh
Nov10

Re-enable Users after Database Refresh

Submitted by Nathan Clouse on 11/09/22. Enabling Users after a database refresh is a pain. Let’s automate that away. Re-enabling users in UAT after a data refresh from PROD can be annoying, especially if  you have to be granted access to the environment administrator’s account. Let’s work through one way of creating a pipeline in Azure DevOps to re-enable a list of users using D365.FO… Continue Reading Nathan...

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Install XML formatter in notepad ++
Nov08

Install XML formatter in notepad ++

This is off-topic from my regular posts. Notepad++ is a handy tool which serves as source code editor. Being a developer, I use it for various purposes : Code reading, formatting xml, investigating DIXF issues, bulk modification of the records and so on. Please refer my earlier post on easy formatting. In order to view the xml data in proper format, notepad++ should have proper plugin… Continue Reading AnithaEswaran’s...

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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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Delete Party records having no reference in GAB – D365FO
Nov07

Delete Party records having no reference in GAB – D365FO

Take a scenario where the user creates a customer / Vendor for testing purpose. If there are no transactions , the record can be deleted from the form. But the reference still exists in global address book. It is not advisable to delete the records from global address book as it might lead to data inconsistency. Turning on a set up in F&O cleans up the orphan party records immediately… Continue Reading AnithaEswaran’s...

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Usage of template for designing a vendor creation process
Nov03

Usage of template for designing a vendor creation process

In this new post I will underline common functionalities regarding record template creation : creation, defaulted template value with or without a pop-up, deletion. It’s more dedicated to new consultants arriving on our D365 community. In a second part, I will focus on how to use vendor template combined with a standard workflow available out of the box for having an vendor approval process… Continue Reading Yohann...

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Overview of Telemetry Data in D365FO
Oct31

Overview of Telemetry Data in D365FO

In the 10.0.30 release of D365FO, which went GA on Oct 21st 2022, Microsoft added the ability for customers to report on the telemetry data of their end users. I wanted to take a quick overview of this feature and start to look at opportunities to use this data. Prerequisites The telemetry data from Microsoft is stored in Azure Application Insights, so we have to create a resource for us to… Continue Reading Alex’s Article...

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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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D365FO Extensible Data Security (XDS) Scenarios
Oct20

D365FO Extensible Data Security (XDS) Scenarios

I recently attended the Dynamic Communities North America Summit Conference and presented numerous sessions surrounding security and licensing in D365FO. One of my new sessions was around Extensible Data Security (XDS) and I was a little worried about such a technical session being put on the final morning of the conference. But I didn’t need to worry at all because I had a full room of… Continue Reading Alex’s...

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Dynamics 365 – 90% of everything is crap
Oct17

Dynamics 365 – 90% of everything is crap

Your have surely heard about Sturgeon’s law that “90% of everything is crap”. Dynamics 365 is one of the most comprehensive and feature rich business application in the marked and trying to learn or use all the features would be lifelong study effort beyond the capacity of any person. I can say with 100% certainty … Continue reading Dynamics 365 – 90% of everything… Continue Reading Kurt Hatlevik’s...

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Pass the parameter from D365 FO to Power BI Embedded and Filter records in Power BI
Oct11

Pass the parameter from D365 FO to Power BI Embedded and Filter records in Power BI

Requirement – User will open power bi embedded in Microsoft Dynamics 365 for finance and operations. Pre-filtered data of vendor purchase invoices should come only for those warehouses which are tagged to current user or running user id. Solution – In D365 FO we use class- PBIReportControllerBase to call a Power BI embedded report. The … Continue reading Pass the parameter from D365 FO to… Continue Reading...

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Vendor identification process and collaborative access
Oct10

Vendor identification process and collaborative access

In this post, we will deep dive on full D365 Supply Chain functionality regarding the process of identification and creation of vendors. This applies more on some service businesses when there is a lot of vendors to manage and when we would like to give to our vendors some access to the collaborative portail for them to be able to process purchase orders and manage requests for quotations. < p style=”text-align:…...

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How to Approach Advanced XDS Scenarios in D365FO
Oct03

How to Approach Advanced XDS Scenarios in D365FO

I’ve written about Extensible Data Security (XDS) in D365FO a couple times before, in those posts the XDS security policy is applied between two tables that have a direct tie to each other (ex: customers and customer groups). In this post, I wanted to show how you can use XDS even in scenarios where there isn’t a direct association or relationship between two tables. The Scenario The scenario… 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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Print QR Code With Logo In X++ & Microsoft Dynamics 365 for finance and operations.
Sep19

Print QR Code With Logo In X++ & Microsoft Dynamics 365 for finance and operations.

Hello Folks, today I am sharing you the standard way to point QR code with Logo in X++. This code will return you a container which can be use directly in image control inside a SSRS report or in an ER report format The post Print QR Code With Logo In X++ & Microsoft Dynamics 365 for finance and operations. appeared first on All About Microsoft Dynamics. Continue Reading Piyush Adhikari’s Article on their blog Print QR Code...

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IaC with Bicep: deploy Azure API Management Architecture
Sep13

IaC with Bicep: deploy Azure API Management Architecture

In the previous post, we learned about my proposal of an architecture for Azure API Management for integrations. And I closed the post with a pending thing, which was details on how to deploy and configure all the Azure resources the solution uses. And in today’s post we’re going to see how all the resources […] ariste.info IaC with Bicep: deploy Azure API Management Architecture Continue Reading Adrià Ariste...

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Azure API Management for your integrations
Sep06

Azure API Management for your integrations

I’m back with additional information about Azure API Management! More Azure content, and I’ll probably continue to produce posts regarding Azure in the future. I believe there are numerous ways to learn new things, and for me, two of them are writing blog posts and using new technologies to solve problems at work. Of course, […] ariste.info Azure API Management for your integrations Continue Reading Adrià Ariste...

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How to Identify and Options for Fixing Segregation of Duties and Licensing Issues in D365FO
Sep02

How to Identify and Options for Fixing Segregation of Duties and Licensing Issues in D365FO

There are many different options available to fix or address segregation of duties (SOD) and licensing issues in D365FO, I wanted to show the different options available so you can apply the best option for your particular scenario. Please note: The options provided for possible solutions are not a complete list of every possible way to address the issues With the scenarios below, if you are… Continue Reading Alex’s...

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D365 eCommerce : Invalidate the cache
Sep01

D365 eCommerce : Invalidate the cache

I often work in an WYSIWYG pattern, where I do a change, and then look at the change when working with D365 eCommerce. I’m changing products, attributes, categories, customer hierarchies, forms. One thing that had me irritated, is the extensive caching being done in D365 eCommerce, and you can read more about data action cache … Continue reading D365 eCommerce : Invalidate… Continue Reading Kurt Hatlevik’s...

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How To to use Performance Timer to investigate the issues in D365?
Aug25

How To to use Performance Timer to investigate the issues in D365?

You receive reports of performance issues with the app. You need to use Performance Timer to investigate the issues. Which URL should you use? https://XXXXXX.sandbox.operations.dynamics.com/?cmp=DAT&debug=develop&mi=DefaultDashboard Continue Reading noreply@blogger.com (Hakim)’s Article on their blog How To to use Performance Timer to investigate the issues in D365? You receive reports of performance issues with the...

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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 Handle Batch Jobs When Disabling or Deleting a User in D365FO
Aug11

How to Handle Batch Jobs When Disabling or Deleting a User in D365FO

I had someone reach out to me about the ‘right’ way to handle batch jobs when disabling or deleting a user from D365FO. Let’s look at the options you have to avoid any issues. Why This is an Issue Batch jobs within D365FO allow for a way to execute a set of instructions that can be scheduled to run on a periodic basis. These are used extensively to perform business calculations and because… Continue Reading...

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D365 Commerce : Omitting serialization of null and default values in JSON payloads
Aug07

D365 Commerce : Omitting serialization of null and default values in JSON payloads

I have always been interested in how to improve performance, and I have understood that there is no silver bullet or switch you just can turn to get dramatically improvements. The path towards performance is a delicate balance between functionality, usability, scalability and effort/budget. Together with friends, I think we have found some low-hanging fruits … Continue reading D365 Commerce :… Continue Reading Kurt...

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Priority-based batch scheduling in Dynamics 365
Jul29

Priority-based batch scheduling in Dynamics 365

We’ve seen a lot of improvements to the product since it was released as AX7, and some name changes too 😝 And one of the areas where we’ve seen more enhancements is the batch framework. And since the currently live last version of Dynamics 365 Finance and Operations, 10.0.28, we have a new feature that […] ariste.info Priority-based batch scheduling in Dynamics 365 Continue Reading Adrià Ariste Santacreu’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 Use a .NET Project Within a D365FO Solution
Jul07

How to Use a .NET Project Within a D365FO Solution

I wanted to write today about why I utilize .NET projects for certain scenarios when developing X++ solutions for D365FO. How Is This Possible? How is it possible that you can have two different project types under one solution? I actually wrote about the changes that were happening to the X++ compiler way back in 2017, the change we are most interested in is that X++ code now compiles and… Continue Reading Alex’s Article...

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Button search from Action Pane – D365 FO
Jul05

Button search from Action Pane – D365 FO

Finding a button in a form is difficult if it has complex design with Action pane having multiple tabs , various button groups in the tabs and so on. For instance, Sales order form. How to search the button ‘Cash flow forecasts’ in the ‘Action pane’ ? Have you noticed a search box in Action pane ? This is called ‘Action Pane Search’. It is handy in doing search in such complex… Continue...

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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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Table Sync Failed for Table: XXXtable. Exception: System.InvalidOperationException: Table 'XXX': Converting Field 'YYY' of Type 'AxTableFieldReal' to 'AxTableFieldInt' is not supported. Please drop the original field, sync the table and add a new field with the same name if needed.
Jul03

Table Sync Failed for Table: XXXtable. Exception: System.InvalidOperationException: Table 'XXX': Converting Field 'YYY' of Type 'AxTableFieldReal' to 'AxTableFieldInt' is not supported. Please drop the original field, sync the table and add a new field with the same name if needed.

 issue: Table Sync Failed for Table: XXXtable. Exception: System.InvalidOperationException: Table ‘XXX’: Converting Field ‘YYY’ of Type ‘AxTableFieldReal’ to ‘AxTableFieldInt’ is not supported. Please drop the original field, sync the table and add a new field with the same name if needed. solution : Just Rename your field and sync your DB  or  drop the original field,...

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Ho to calculate due date in x++?
Jul01

Ho to calculate due date in x++?

 class UpdateDuedate_CustAging {     public static void main(Args _args)     {         CustTrans       CustTrans;         CustInvoiceJour         CustInvoiceJour;                  ttsBegin;         while select forupdate CustInvoiceJour where...

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Logs in Dynamics 365: not anymore!
Jun30

Logs in Dynamics 365: not anymore!

Let’s talk about logs in Dynamics 365 Finance and Operations. And I don’t mean the built-in database logs we’ve had since the old Axapta days. I’m talking about plain logs, a table and a form to see how/why data is changing, or logging external calls to OData or custom web services endpoints in the ERP. […] ariste.info Logs in Dynamics 365: not anymore! Continue Reading Adrià Ariste Santacreu’s...

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Creating Extensions from related AOT object – D365FO
Jun24

Creating Extensions from related AOT object – D365FO

From PU50, it is now easy to create extension from related AOT object. Earlier, the approach was to create a class and then fill out details if it for table or class or data entity. Below pic shows creating form extension Below one shows Code extension for the form field. table extension Continue Reading AnithaEswaran’s Article on their blog Creating Extensions from related AOT object – D365FO From PU50, it is now easy to...

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Date format issue in ‘Execute a SQL Query (V2)’ logic apps – D365FO integration
Jun22

Date format issue in ‘Execute a SQL Query (V2)’ logic apps – D365FO integration

I had already explained about using sql query execution in my earlier blog posts. Recently I had another issue when using date column in the select list . For instance, in the below screenshot one of the field in the select list had Date column. If you observe the output, result in the date columns will be in a different format. The execution was successful in logic apps, but… Continue Reading AnithaEswaran’s Article on...

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Dynamics 365 and the illusions of competence
Jun20

Dynamics 365 and the illusions of competence

The Dynamics 365 community is flooding over with excellent articles, video’s, blogposts and learning services, and I enjoy learning new stuff. When I consume the shared content, I feel that I really understand the concept and that it increases my competency. My “knowledge ego” bolster and I feel have a deep understanding on new subjects … Continue reading Dynamics 365 and the illusions… Continue Reading...

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An Update to ‘Creating a Read Only Role for D365FO – User Interface’
Jun20

An Update to ‘Creating a Read Only Role for D365FO – User Interface’

I had a comment on one of my blog posts that Microsoft had updated the functionality that existed to help create a read only role from the D365FO user interface so I wanted to show how much easier it is to perform this process now. In my previous post, I showed how you had to manually manipulate an XML file and use regular expressions find/replace to achieve the desired security file to be… Continue Reading Alex’s Article...

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Default location of VS Projects ,instead of repos folder : D365FO
Jun18

Default location of VS Projects ,instead of repos folder : D365FO

I noticed in all the FO VMs, the project location has been set to ‘repos’ folder. . Though this set up doesn`t pose any errors,it is always a best practice to save the projects in its location where the TFS is configured. The set up for default location of VS projects during creation is in Tools -> option . Click Ok and restart the VS and you will see the change upon creating a… Continue Reading...

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Alphabetical ordering of Labels in D365FO
Jun18

Alphabetical ordering of Labels in D365FO

We usually append the new labels at the end of the label file. It is difficult to search the label in case if we need to check if the label exists already. From PU50, it is possible to arrange the labels in alphabetical order with a simple set up in Visual studio. Go to Tools Option and select the following option Continue Reading AnithaEswaran’s Article on their blog Alphabetical ordering of Labels in D365FO We usually append...

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Issue With FieldObject Method on DictTable Class in D365FO
Jun09

Issue With FieldObject Method on DictTable Class in D365FO

I recently ran into an interesting issue with using the FieldObject() method on the DictTable class when programming in X++ for D365FO. Scenario The scenario to replicate the issue is to create a DictTable object and then perform a fieldObject() method call on a field that doesn’t exist. According to Microsoft documentation, this method should return null if the object could not be created.

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can not export chart and reports from power bi.com to excel?
Jun09

can not export chart and reports from power bi.com to excel?

 can not export chart and reports from power bi.com to excel ? after investigation ; there is an option for power bi desk for that reason  under file /options and setting  should disable option for hide the header option because export option available in header option that you hide   Continue Reading noreply@blogger.com (Hakim)’s Article on their blog can not export chart and reports from power bi.com to...

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Power BI Multiple Companies D365 F&O
Jun09

Power BI Multiple Companies D365 F&O

Cross-company behavior By default, OData returns only data that belongs to the user’s default company. To see data from outside the user’s default company, specify the ?cross-company=true query option. This option will return data from all companies that the user has access to. Example: http://[baseURI\]/data/FleetCustomers?cross-company=true To filter by a particular company that isn’t your… Continue...

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Using Azure LogicApps and D365FinOps business events for data export scenarios
Jun08

Using Azure LogicApps and D365FinOps business events for data export scenarios

Last week i shared an article about Power automate flow integration with Dynamics 365 FinOps to export data by using Data management package REST API, and we have seen the 2 different options that support file-based integration scenarios that can be used as data batch API in D365 FinOps, when each API can be considered based on multiple decision points. see the previous article: Data… Continue Reading adalhix’s Article on...

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Display Navigation link in D365FO
Jun08

Display Navigation link in D365FO

With a simple set up, it is easy to display the navigation link or path of the form. This feature will be useful for developers when they discuss with client or functional team . Navigate to System Administration -> Set up -> Client Performance options. Select ‘Enable legacy navigation bar’ and click Ok. Refresh the browser . Continue Reading AnithaEswaran’s Article on their blog Display Navigation link in...

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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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Vendor payment journal should inherit dimension from vendor master data while offset is expected to have dimension drill down from bank or any other offset account type
Jun05

Vendor payment journal should inherit dimension from vendor master data while offset is expected to have dimension drill down from bank or any other offset account type

 PROBLEM DESCRIPTION ========================== Financial dimension on bank journal for offset account is expected to be inherited from offset account master data. But vendor dimensions shows on offset account.   SUMMARY of TROUBLESHOOTING ========================== As per design, dimension from account will be copied on offset account. Then if any blank dimension, dimension for offset account… Continue Reading...

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