Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

alirazazaidi

List of best blog post and article for Customization with extensions. Dynamics 365 for finance and operations

by

Here collection of good articles / blog posts for Extension framework.

I just completed the customization using extension. Initially, it’s really tough for me. But with passage of time and my library of code snippet increased, I  felt the power of extensions over old classic overlay concept. Even I used extension in custom forms instead write old age methods in controls and data sources.

Here are some  links which are very helpful for me and worth to share.

 

Event handling:

 

https://us.hitachi-solutions.com/knowledge-center/customize-dynamics-365-user-interface-extension-event-handler/

https://community.dynamics.com/365/financeandoperations/b/newdynamicsax/archive/2016/10/11/code-behind-extension-forms-how-to-add-state-variable-and-override-methods-without-overlayering

 

https://community.dynamics.com/ax/b/dynamicsaxconcoction/archive/2017/05/17/d3fo-customizing-interaction-classes-using-extensions

 

https://devserra.wordpress.com/2016/04/19/ax7-using-table-event-handler/

https://community.dynamics.com/365/financeandoperations/b/howtodynamics365/archive/2018/04/24/how-to-create-display-method-for-table-extension-in-dynamics-365

https://axility.net/en/access-stuff-in-the-new-event-subscriptions/

 

 

 

 

 

 

 

Workflow:

http://d365technext.blogspot.com/2018/07/avoid-over-layering-in-development-of.html

 

https://community.dynamics.com/365/financeandoperations/b/nareshsdynamicsaxblog/archive/2017/03/15/create-custom-workflow-in-d365-dynamics-365

 

https://devmusings.blog/2018/03/18/custom-workflows-in-microsoft-dynamics-365-for-operations/

 

https://community.dynamics.com/365/financeandoperations/b/dynamics365foaxhub/archive/2018/10/06/create-custom-workflow-participant-assignment-provider-type-in-ax-2012

https://workflowax.wordpress.com/2009/10/30/participant-provider-example/

https://www.lexisnexis-es.co.uk/blog/2018/10/22/workflows-in-microsoft-dynamics-365-for-finance-and-operations/

 

 

 

 

 

 

 

 

Model:

 

 

https://stoneridgesoftware.com/what-is-the-modelutil-exe-good-for/

 

https://community.dynamics.com/365/financeandoperations/f/765/t/223547

https://www.cloudfronts.com/model-importexport-in-dynamics-365-operations/

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/dev-tools/models-export-import

 

 

Email templates

 

https://www.sikich.com/insight/how-to-email-purchase-orders-in-dynamics-365-for-operations/

 

 

 

Vendor Collaboration:

 

https://gfeaxblog.wordpress.com/2018/05/16/vendor-collaboration-in-microsoft-dynamics-365-for-finance-and-operations/

 

 

 

Reports through extension:

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/custom-designs-business-docs

https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/01/02/customizing-app-suite-reports-using-extensions/

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/customize-app-suite-reports-with-extensions

 

 

Custom form:

https://dynamicsaxinsight.wordpress.com/2017/06/23/ax7-d365-operations-create-details-master-pattern-form/

 

 

Form did not refresh on workflow submit Dynamics 365 for finance and operations

by

I just wrote couple of custom workflow. But on Submit workflow, form did not refresh and available for edit until, you manually refresh the form. That behavior is certainly not acceptable by end user.

usually “_args.caller().updateWorkflowControls();” will do this. Possible I missed something. But for its solution I add following code snippet for data set refresh that works for me.

dssRfpTable tableBuffer = _args.record();
FormDataSource custInvoiceTableDataSource;
custInvoiceTableDataSource = FormDataUtil::getFormDataSource(tableBuffer);

 

if (custInvoiceTableDataSource)
{
custInvoiceTableDataSource.research(true);
custInvoiceTableDataSource.refresh();
}

Custom lookup field and group reference field D365 for finance and operations

by

Hi all following code snippet for custom lookup. Copy the onlookup event handler and copy in extension class and the following code snippet

 

Field based

[FormControlEventHandler(formControlStr(Txxxx, Txxxx_ChildName), FormControlEventType::Lookup)]
public static void xxxxx_DssChildName_OnLookup(FormControl sender, FormControlEventArgs e)
{
Query query = new Query();
QueryBuildDataSource qbds;
QueryBuildDataSource qbdsJoin;
SysTableLookup sysTableLookup = sysTableLookup::newParameters(tableNum(DirPartyTable), sender);

qbds= query.addDataSource(tableNum(DirPartyTable));
qbdsJoin= qbds.addDataSource(tableNum(DirPartyRelationship));
//qbdsJoin.relations( false);
//qbdsJoin.fields().dynamic(NoYes::Yes);
// hcmWorkerCaller = HcmWorker::find(currentWorker());
// qbds.addRange(fieldNum(DirPartyTable, RecId)).value(int642Str(HcmWorker::find(currentWorker()).Person));
qbdsJoin.addRange(fieldNum(DirPartyRelationship, parentparty)).value(int642Str(HcmWorker::find(currentWorker()).Person));
qbdsJoin.addLink(fieldNum(DirPartyTable, RecId), fieldNum(DirPartyRelationship, childparty));
qbdsJoin.joinMode(JoinMode::InnerJoin);

sysTableLookup.parmQuery(query);
sysTableLookup.addLookupfield(fieldNum(DirPartyTable, Name), true);
sysTableLookup.addLookupfield(fieldNum(DirPartyTable, RecId));
sysTableLookup.performFormLookup();

FormControlCancelableSuperEventArgs event = e as FormControlCancelableSuperEventArgs;
event.CancelSuperCall();

}

Reference based is as follow

[FormControlEventHandler(formControlStr(xxxxx, Txeee_dddd), FormControlEventType::Lookup)]
public static void ddddee_DSSPerson_OnLookup(FormControl sender, FormControlEventArgs e)
{

Query query = new Query();
QueryBuildDataSource qbds;
QueryBuildDataSource qbdsJoin;
SysReferenceTableLookup _sysTableLookup = SysReferenceTableLookup::newParameters(tableNum(DirPartyTable), sender);

qbds= query.addDataSource(tableNum(DirPartyTable));
qbdsJoin= qbds.addDataSource(tableNum(DirPartyRelationship));
//qbdsJoin.relations( false);
//qbdsJoin.fields().dynamic(NoYes::Yes);
// hcmWorkerCaller = HcmWorker::find(currentWorker());
// qbds.addRange(fieldNum(DirPartyTable, RecId)).value(int642Str(HcmWorker::find(currentWorker()).Person));
qbdsJoin.addRange(fieldNum(DirPartyRelationship, parentparty)).value(int642Str(HcmWorker::find(currentWorker()).Person));
qbdsJoin.addLink(fieldNum(DirPartyTable, RecId), fieldNum(DirPartyRelationship, childparty));
qbdsJoin.joinMode(JoinMode::InnerJoin);

_sysTableLookup.parmQuery(query);
_sysTableLookup.addLookupfield(fieldNum(DirPartyTable, Recid));
_sysTableLookup.addLookupfield(fieldNum(DirPartyTable, Name));
//, true);
// _sysTableLookup.addLookupfield(fieldNum(DirPartyTable, recid));
_sysTableLookup.performFormLookup();

FormControlCancelableSuperEventArgs event = e as FormControlCancelableSuperEventArgs;
event.CancelSuperCall();
}

 

Table method extension and grid field mapping Dynamics 365 for finance and operations

by

Hi all, here is small tip, I learned today, so document it

 

I need a custom method in table extension. And then this method need to call in field mapping inside Grid. Interesting it is amazing easy.

 

So like other extensions. You have to create a class add a attribute and make in static class show it will extension of certain table. And now create a method Suppose I need extension for PurchRFQScoring table

 

[ExtensionOf(tableStr(PurchRFQScoring))]

public static class PurchRFQScoring_Extension

{

 

[SysClientCacheDataMethodAttribute(true)]  //This attribute will cache your display method.

public static display Name ScoringName(PurchRFQScoring _this)

{

return PurchRFQScoringRFQCaseCriteria::find(_this.ScoringRFQCaseCriteria).name;

}

 

}

 

Now compile solution. And open the grid and from field mapping, set table In source. And in field you have to add method with class reference like

 

PurchRFQScoring_Extension::ScoringName

So Where comes fields in Workflow conditions. Dynamics 365 For finance and operations

by

During writing custom workflow. I found interesting things. Worth to share. In workflow condition screen. I did not found a lot of options. First thing I found that these Fields in conditions comes from field group we used in Approval creation wizard. But where to come child level fields. ??

 

Interestingly, these child level fields comes from  Workflow Document Query. Required child fields comes from child or tables in main data source of query.

Following screenshots will helps you to more understanding

 

 

Avoid Over layering in Development of Workflows on Existing Form Extension version – Dynamics 365 for finance and operations

by

Hi all,  My fellow wrote an excellent blog Post, I used it in my customization to avoid overlay methods in some of out of the box table.

http://d365technext.blogspot.com/2018/07/avoid-over-layering-in-development-of.html

 

 

That article made my day and worked perfectly fine. But here one thing that article missed.  How we have to set form designer the custom workflow in list page . Something like If I copied from Sheiks sabs article.

 

 

There is error when I created on initialized of custom table in a extension class for list page . I got following error.

 

 

So it is not possible, I still not figure out. Later possible I will got they way to do so. Any how I achieved this in extension for interaction class.  I copied the  post event of initializeQuery method and copied in my class and following code will work for me. To enable or disabled workflow in list page

 

[PostHandlerFor(classStr(TableListPageInteraction), methodStr(ListPageInteraction, initializeQuery))]

public static void TableListPageInteraction_Post_initializeQuery(XppPrePostArgs args)

{

TableListPageInteraction TableListPageInteraction = args.getThis();

StatusTable RFQStatusTable = purchRFQCaseTableListPageInteraction.listPage().activeRecord(queryDataSourceStr(TableListPage, DDSRFQStatus)) as DDSRFQStatus;

FormRun formRun = TableListPageInteraction.listPage().formRun();

 

FormRun.design().workflowDatasource(formDataSourceStr(PurchRFQReplyTable, DDSRFQStatus));

FormRun.design().workflowEnabled(true);

FormRun.design().workflowType(workflowtypeStr(DSSRFQCaseWFType));

 

}

 

It works for me

Out of the box workflow labels Dynamics 365 for finance and operations

by

Hi all, this is post is for me. I used to make workflow in Customization, Instead created new labels, I used out the box label for workflow menus

 

menu items labels

@SPS1299 Submit to workflow
@SPS1329 Cancel
@SPS1303 Delegate
@SPS1306 Resubmit
@SPS1301 Reject
@SYS38598 Approve
@SYS109045 RequestChange

@SYS109048 Resubmit

Status enum labels

@SPS1268 not submitted

@SPS1283 Submitted
@SPS1285 Approved

@SYS75939 Draft
@SYS784 Rejected

                    @SYS319813 Cancelled

@SYS319123 InReview

                        @SYS109045                  ChangeRequest

 

How to assign workflow instance to other then document originator Dynamics 365 for finance and operations

by

In this webcast, I explain how to use Custom workflow participant provider. I got requirement that In HR Portal self service provider. HR can submit request on the behalf of some worker. But when HR submit the document in Workflow for approval. The first user will be the behalf-ed user, so he can review and confirm the requirement. And certainly that User / worker will be different then document originator. I achieved that with the help of Custom Workflow Participant Provider.