Ali Raza Zaidi

Dynamics 365 development notes

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Dynamics 365 for finance and operations

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

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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 … [Read more...] about Table method extension and grid field mapping Dynamics 365 for finance and operations

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

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Hi all,  My fellow Sohail Shaikh 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 … [Read more...] about Avoid Over layering in Development of Workflows on Existing Form Extension version – Dynamics 365 for finance and operations

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

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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 … [Read more...] about How to assign workflow instance to other then document originator Dynamics 365 for finance and operations

upgrade D365 For finance and operations from 7.x to 8 by Tommy Skaue

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My fellow MVP Tommy Skaue wrote a series of Blog posts about upgrade D365 For finance and operations from 7.x to 8.+. On linkedin.   Tommy Skaue wrote I made a series of blog posts going through the #MSDyn365FO upgrade process from 7.x to 8.+ this week, aiming at the ones who perhaps have less complex upgrade scenarios. I realize some have overlayerings and tons of … [Read more...] about upgrade D365 For finance and operations from 7.x to 8 by Tommy Skaue

Build Dynamics Query in Dynamics 365 for Finance and Operations – Video Webcast MsDyn365FO

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  Hi every one, here is another video.  Perfection is enemy of best and Best is enemy of good.  I spend 3 less sleep nights but unable to attain perfection in terms of presentation, I decided to complete it in good condition. It is beginner level video for developers. Certainly It based my 6 years technical work in Dynamics Ax 2012 and Dynamics 365 for Finance and … [Read more...] about Build Dynamics Query in Dynamics 365 for Finance and Operations – Video Webcast MsDyn365FO

Cleanup routines in Dynamics 365 for Finance and Operations- From Microsoft Blog post shared

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In Dynamics 365 for Finance and Operations cleanup routines are available across various modules within the product. It is important to note that these cleanup routines should be only executed after detailed analysis and confirmation from the business this data is no longer needed. Also always test each routine first in test environment prior executing it in production. … [Read more...] about Cleanup routines in Dynamics 365 for Finance and Operations- From Microsoft Blog post shared

Line level Charges Sales Order Processing Dynamics 365 for finance and operations

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Hi all, here is another youtube video. I used to explore things and  them document. Here I documented line level charges on sales order applied based on customer charges group and Item Charges group. English is not my native language so bear with me.  https://www.youtube.com/watch?v=Ot1oSBtvqJU … [Read more...] about Line level Charges Sales Order Processing Dynamics 365 for finance and operations

Currency Exchange Rate, Currency Exchange Rate Provider MSDyn365FO Dynamics 365 for Finance and operations

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Hi all, Microsoft provide 3 currency Exchange rate providers, With these provider we get latest currency Exchange rates in Dynamics 365 for finance and operations. These exchange rates used when We required transactions in different currencies.  In the current web cast I used one of Exchange rate provider get latest exchange rates. Its works excellent in my local laptop hosted … [Read more...] about Currency Exchange Rate, Currency Exchange Rate Provider MSDyn365FO Dynamics 365 for Finance and operations

Fix Certificate Issues on Development Machines Dyn365FO Dynamics 365 for finance and operations.

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Today I got issue on my Dev vm hosted in local environment.  Some certificate was expired. open windows menu  Certificates – Local Computer > Personal > Certificates. And find expired certificate Open these certificate and copy thumbprints in Notepad ++  Open PowerShell with run as administrator and generate new clone certificates   Set-Location -Path … [Read more...] about Fix Certificate Issues on Development Machines Dyn365FO Dynamics 365 for finance and operations.