The Utility of Query Range Functions – Dynamics 365 for Finance Operations Supply Chain Management
May08

The Utility of Query Range Functions – Dynamics 365 for Finance Operations Supply Chain Management

Query range functions are a feature of F&O which enables specifying a criteria without knowing the exact value or having to do the calculation yourself.  This could be used to filter a form, or when specifying ‘records to include’ on a scheduled batch (very handy). Examples: (currentDate()) (anyUserIdNotCurrent()) (day(-2)) (greaterThanDate(-2)) In 2012 you would overlayer the… Continue Reading Dag Calafell,...

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Item coverage deep dive : Safety stock, Fulfill minimum, Minimum key and Maximum key (2/2)
May06

Item coverage deep dive : Safety stock, Fulfill minimum, Minimum key and Maximum key (2/2)

Version Française disponible ici In this second post (see the previous one) of this serie, I will focus on the Minimum/Maximum keys and Minimum periods. Minimum/Maximum keys You can setup a key under Master Planning > Setup > Coverage > Minimum/maximum keys. As it’s written here , you can use minimum keys to handle seasonal fluctuations in demand. I’ve used the wizard to default periods…. Continue Reading Yohann...

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A Tale of Updating 28 Environments – Dynamics 365 for Operations
May05

A Tale of Updating 28 Environments – Dynamics 365 for Operations

Scenario I had a  customer implementing Microsoft Dynamics 365 for Finance and Supply Chain Management who had to postpone an update because an ISV solution needed an update.  The upgraded solution came, so I planned out the environment update roll out strategy: which environments would get updated?  When?  How to roll back if they did not update. The changes to roll out included: F&O… Continue Reading Dag Calafell,...

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D365Tour Press Review – April 2020
May04

D365Tour Press Review – April 2020

D365Tour Newsletter – April 2020 #MSDyn365FO / #MSDyn365FIN / #MSDyn365SCM / #PowerPlatform BlogsPower Apps portalMB-330 – Supply Chain Management certificationFinancial… Continue Reading Yohann ROLLAND’s Article on their blog D365Tour Press Review – April 2020 D365Tour Newsletter – April 2020 #MSDyn365FO / #MSDyn365FIN / #MSDyn365SCM / #PowerPlatform Blogs Power Apps portal MB-330 – Supply Chain...

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Modo Oscuro en Visual Studio para el Editor de Código de X++
May02

Modo Oscuro en Visual Studio para el Editor de Código de X++

El modo oscuro está de moda. Cada vez son más las aplicaciones y sistemas que se ofrecen esta opción: Twitter, Instagram, Facebook, Android…, y por supuesto, desde hace ya tiempo, Visual Studio!. Como ya sabéis, el uso del modo oscuro tiene ciertas ventajas, como puede ser el ahorro energético, el descanso de la vista, y la mejor de todas, programar con modo oscuro te hace ser un… Continue Reading ja.tomas’s Article...

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Azure hosted build for Dynamics 365 Finance & SCM
May01

Azure hosted build for Dynamics 365 Finance & SCM

Behold #XppGroupies! The day we’ve been waiting for has come! The Azure hosted builds are in public preview with PU35!! We can now stop asking Joris when will this be available, because it already is! Check the docs! I’ve been able to write this because, thanks to Antonio Gilabert, we’ve been testing this at Axazure … Continue reading Azure hosted build for Dynamics 365 Finance & SCM → La…...

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Passage en revue de la couverture de l’article : stock de sécurité, Exécuter le minimum, Clé minimum et Clé maximum (1/2)
Apr29

Passage en revue de la couverture de l’article : stock de sécurité, Exécuter le minimum, Clé minimum et Clé maximum (1/2)

English version available here Aujourd’hui je vais m’intéresser à des paramètres applicables à la planification, en particulier sur la couverture de l’article. Regardons de plus près les stocks de sécurité,  les Clé minimum et maximum, ainsi que les périodes minimum sur la couverture de l’article. Stock de sécurité Je ne vais pas détailler chaque code couverture, mais le… Continue Reading Yohann ROLLAND’s Article on their...

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Differentiate D365 FO environments URL
Apr24

Differentiate D365 FO environments URL

We often get confused when we work on multiple environments and end up entering data in wrong environment. I had already given a post to differentiate  environments based on colors. This post makes even more easier . Add “Environment Tagger” extension to chrome. Add the URL without Https Check your environment Words speak better than colors , in this case Happy Working… Continue Reading AnithaEswaran’s Article...

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File based integration(Import) using Logic apps -D365 FO
Apr23

File based integration(Import) using Logic apps -D365 FO

In this post , I will brief about the import of Customer Group Entity using Logic apps. Here instead of using data Package, I am using xml file for import. Set up a Recurring job in D365 FO for Customer Group. Make a note of the activity when the recurring job is enabled. Go to Azure portal and create a new Resource for Logic apps. Enter a name and Create. Open the designer and start… Continue Reading AnithaEswaran’s...

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Change the label of a dialog field – D365 FO
Apr23

Change the label of a dialog field – D365 FO

Without overlayering, is it possible to change the label of a dialog field ? Yes!!! You can do this in Post event handler of dialog method. But I had to chose the option of referring the field name in my code. Given below the code snippet: /// /// Change the dialog label /// [PostHandlerFor(classStr(ReqItemJournalUpdate), methodStr(ReqItemJournalUpdate, dialog))] public static void… Continue Reading AnithaEswaran’s Article...

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Add ODataAction in DataEntity Extensions
Apr22

Add ODataAction in DataEntity Extensions

I tried added a new OdataAction to a standard Data Entity using Extension. But it was throwing the error when I called the action from Postman. Though the system doesnot give any compilation errors, adding Odata action to a standard data entity extension would not work. So either duplicate the standard one or create a new entity to bring your action. After Odata Action is created, do a… Continue Reading AnithaEswaran’s...

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Item coverage deep dive : Safety stock, Fulfill minimum, Minimum key and Maximum key (1/2)
Apr21

Item coverage deep dive : Safety stock, Fulfill minimum, Minimum key and Maximum key (1/2)

Version Française disponible ici Today I’m going to underline some specific setup and functionalities regarding the master planning : let’s have a look on  safety stock, Minimum key, Maximum key, Fulfill minimum and Minimum periods available on the item coverage. Safety stock It’s not about detailing the coverage code, but you have to know the Minimum field is available not only for… Continue Reading admin2897’s Article on...

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LCS DB API: automating Prod to Dev DB copies
Apr21

LCS DB API: automating Prod to Dev DB copies

The new LCS DB API endpoint to create a database export has been published! With it we now have a way of automating and scheduling a database refresh from your Dynamics 365 FnO production environment to a developer or Tier 1 VM. You can learn more about the LCS DB REST API reading these posts … Continue reading LCS DB API: automating Prod to Dev DB copies → La entrada LCS DB API: automating… Continue Reading Adrià...

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MB-330 – certification Supply chain management
Apr15

MB-330 – certification Supply chain management

English version available here Il y a quelques jours j’ai passé la dernière certification Supply Chain Management, la MB-330. J’ai eu l’occasion déjà de passer plusieurs certifications Ax, depuis Ax 2012. Voici mon retour d’expérience sur cette certification disponible depuis 2019. Pour rappel, à présent il faut être certifié sur les certifications Core (MB-300) et Supply… Continue Reading admin2897’s Article on their blog...

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Compiler warnings: are you checking them in Dynamics 365?
Apr14

Compiler warnings: are you checking them in Dynamics 365?

Compiler warnings. Warnings. They’re not errors, only warnings. You can just overlook and forget them, right? Well, I hope you aren’t. “But even the standard code done by Microsoft throws warnings!”, you could say. And that’s true, but that’s not your code, it’s Microsoft’s. If a functionality you’re using breaks because they didn’t care about … Continue reading...

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D365 Importing JSON data the hard way!
Apr13

D365 Importing JSON data the hard way!

I recently created a solution where I’m importing products and all related data for the grocery industry, and I wanted to share my experience so that others may follow. This is not a “Copy-Paste” blogpost, but more show my approach to the process that can be used when working with more advanced and complex JSON integrations. Many industries have established vertical specific databases where… Continue Reading...

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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...

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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...

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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...

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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…...

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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...

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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...

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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...

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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...

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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...

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Calling a new form method from Extension – using CoC – D365 FO
Mar19

Calling a new form method from Extension – using CoC – D365 FO

I had a scenario where I had to call a new method in  one of the fields from Vendor Payment Journal Line. The new method exists in Extension class of  Vendor Payment journal.(which is a form method). This has to be called in modified method of the field ‘Ledger Dimension’. The steps are as follows [ExtensionOf(FormStr(LedgerJournalTransVendPaym))] final class… Continue Reading AnithaEswaran’s Article on their...

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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,...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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Export/Import/Remove/Audit customized security artifacts
Jan21

Export/Import/Remove/Audit customized security artifacts

Is there a way to export/import only the customized security objects ? Yes. Security Configuration form has this feature. Navigate to Security Configuration and click on ‘Data’ tab. There are two options .   Select Export option and all the roles which were customized with new duties/privileges/tables/sub roles will be exported as xml file.  If there are new roles defined, those roles… Continue Reading...

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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

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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...

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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...

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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...

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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...

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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...

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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...

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