Here is another tip, how to capture for Finance and operations. You can download fiddlerCap from below link
http://www.telerik.com/fiddler/fiddlercap
Dynamics 365 for finance and operations
Data source filter using extension Dynamics 365 for finance and operations
Hi every one, Today I have very small tip. During customization we need to add filters at run time. Specially in the case of inquiry forms. But Now we have to work with extension. Extensions are much more powerful then over layering.
So first one thing to copy Datasource OnQueryEXecuting event. And paste in Extension class.
The sample code snippet is here.
[FormDataSourceEventHandler(formDataSourceStr(HcmDiscussion, HcmTopicRef), FormDataSourceEventType::QueryExecuting)]
public static void HcmTopicRef_OnQueryExecuting(FormDataSource sender, FormDataSourceEventArgs e)
{
FormRun HcmDiscussionForm = sender.formRun();
sender.query().dataSourceName(sender.name()).addRange(fieldnum(HcmTopicRef, HeadingRefRecId)).value(queryValue(_heading.RecId));
}
Report menu item is not found when constructing the query string” Dynamics 365 for finance and operations.
I found following error, while running custom report.
Following message shown message.
Report run from controller class. I found “controller.parmArgs(_args);” was missing. That reason report threw this error.
Complete code will be similar.
contract.parmRecordId(invoiceJour.RecId);
controller.parmArgs(_args);
controller.parmReportName(ssrsReportStr(DSSCompletionCertificate, Design));
controller.parmShowDialog(false);
controller.parmReportContract().parmRdpContract(contract);
controller.startOperation();
error : Can’t start service W3SVC on computer ‘.’. Dynamics 365 for finance and operations.
I got error on My Dev box virtual machine. When I tried to restart AOS or IIS service.
I found that World wide web service is in stopping mode. Some reason it stuck. So I restart my machine.
AOS/ IIS works perfectly fine after restart. Basically two services need to run if you found this error
- IIS admin service.
- World wide web service
How to disabled workflow approval options in Dynamics 365 for finance and operations.
Amazing, I got requirement that Change request option need not in workflow. I opened the workflow approval in AOT. Approval all options were there. As compare to other AOT objects where we enable disabled two properties without creating extension are “Label” and visible. But here nothing found. There is no option to modify anything “out of the box” workflow.
While exploring workflow designer configuring Workflow. I found that some properties when we drag approval object on workflow designer. Not step object inside approval.
In properties, I found some options. That works for me.
On workflow dialog change request options is gone.
How to add custom privileges to out the box Role in dynamics 365 for finance and operations.
While adding Privileges to certain role, I made this walk through.
After compiling code and no error in privilege in model. Copied the Label. From GUI, We can search privileges with labels text.
Go systems Administration
Security form, For current example I add my custom privilege into “Employee” Role That is out of the box.
Now click on Privilege. And all privileges will start showing.
Now form top menu, you found another link or menu item, Add reference
Form next window, filter with privilege label name.
When select the required privilege, check mark on grid. And then click
After adding selected privilege, you find underline unpublished objects 1. Now click on “Publish all”.
Now your role is active with new changes.
List of best blog post and article for Customization with extensions. Dynamics 365 for finance and operations
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://devserra.wordpress.com/2016/04/19/ax7-using-table-event-handler/
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://devmusings.blog/2018/03/18/custom-workflows-in-microsoft-dynamics-365-for-operations/
https://workflowax.wordpress.com/2009/10/30/participant-provider-example/
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/
Email templates
https://www.sikich.com/insight/how-to-email-purchase-orders-in-dynamics-365-for-operations/
Vendor Collaboration:
Reports through extension:
Custom form:
How to disabled check best practice in Dynamics 365 for finance and operations
Buddy, Today I need to disabled the best practice check, It take too much time.
Usually rapid development, we did not care about best practice check. Otherwise compile take too much time.
For disabled is You have to unchecked the check box in Debug => options and then expand d365 node and then build
Custom lookup field and group reference field D365 for finance and operations
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
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
