• Skip to main content
  • Skip to primary sidebar
  • Home
  • About
  • Recommended Readings
    • 2022 Book Reading
    • 2023 Recommended Readings
    • Book Reading 2024
    • Book Reading 2025
  • Supply Chain Management Guide
  • PKM
  • Microsoft Excel

Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Customization Tips for D365 for Finance and Operations

How to setup chart of account in D365 Finance and Operations

April 6, 2022 by alirazazaidi

Dynamics 365 Finance and Operation 10.0.24 vhd available for download

April 6, 2022 by alirazazaidi

Microsoft finally upload latest VHD for download. Most of the time, developers download these VMS and hosted in their laptop or local Servers.

How to configure Excel Add in D365 Finance and Operations

August 1, 2021 by alirazazaidi

I recorded how to configure Excel Addin for D365 finance and operations.

How to configure Power BI out of the box dashboard on local VM Dynamics 365 for Finance and Operations

July 17, 2021 by alirazazaidi

Hi friends, here is video, which I recording during configuring Dynamics 365 Finance and operations out of the box dashboard on local VM. My session is held on Urdu Hindi User group on 1 August. For this I need to configure it. During development we need to configure these dashboards and some times we need to extend these dashboard. Hope this video will helpful to you.

How hide SSRS Parameter RDP Menu Name Dynamics 365 Finance and Operations

June 9, 2021 by alirazazaidi

Again documentation

class XYZUIBuilder extends SrsReportDataContractUIBuilder
{

public void build()
{
    RecId       hcmWorkerRecId;
    str         name, menuItemName;
    FormBuildGroupControl grp;
    //Dialog    dialogLocal = this.dialog();
    XYZDC   rdpContract = this.dataContractObject();
    DialogField                             workerfieldDiff;
    DialogField  _FromDate,_Todate;

    // Add the pay cycle field.






    menuItemName = this.controller().parmArgs().menuItemName();
    workerfieldDiff = this.addDialogField(methodStr(XYZDC ,parmworkerrecid),rdpContract);
 //   hcmWorkerRecId = HcmWorker::userId2Worker(curUserId());
    if (menuItemName =="ESSReport")
    {

        workerfieldDiff.visible(false);
        workerfieldDiff.value(0);
    }
    _FromDate= this.addDialogField(methodStr(BEKenyaP9DC,parmFromDate),rdpContract);
    _Todate = this.addDialogField(methodStr(BEKenyaP9DC,parmToDate),rdpContract);

}

}

How to create a legal Entity In Dynamics 365 for finance and Operations.

January 27, 2021 by alirazazaidi

Hi Everyone, Welcome to this session. In this session, going to create a legal Entity.

Legal Entity creation is very simple.

Before that we go let’s discuss what a legal entity is.

•A legal entity is an organization that has a registered or legislated legal structure. 

•They have to go into a legal contract with another organization and are required to prepare reports on their performance.

•In D365 Country/region is the most important factor while creating a new legal entity.  All localization in Dynamics 365 for finance and operations depend on Country and region. It activates with respect to selection of Region.

•Form inquiries, reports enable disabled with respect to region or country selection.

Every legal entity is associated with Company Id, which is 4 character value. Once it created can not be modify. Rest of things we can modify.

Indentation short cut keys Dynamics 365 for finance and operations Visual Studio

June 22, 2020 by alirazazaidi

D365 finance and operations used Visual studio as development environment. Yes I know that is old story, whats new here. I just document here, Just document not create.

I faced problem to indent code in visual studio. I found following keyboard command

CTRL+K and after CTRL+D

How to restore a Production database to the DevBox environment Dynamics 365 For Finance and Operations

March 27, 2020 by alirazazaidi

This blog post is for my notes, you can find more details on Microsoft link.

There are some extra steps in the Microsoft link, which I never used. I usually follow only these steps and it works for me. So Instead I need to search on Microsoft link. I wrote this post for my future use.

Step 1: You have to restore production database to UAT and then from uat to export it to Asset library

Step 2: Download Backpac file in specific location

Step 3:  Open Command prompt with run as administrator for locally hosted VM and go to following location

Cd C:\Program Files (x86)\Microsoft SQL Server\140\DAC\bin

Step 4: run the following command

SqlPackage.exe /a:import /sf:D:\Exportedbacpac\my.bacpac /tsn:localhost /tdn:<target database name> /p:CommandTimeout=1200

I modified the above statement as

SqlPackage.exe /a:import /sf:C:\Temp\hsauatbackup.bacpac /tsn:localhost /tdn:AxDb_6 /p:CommandTimeout=1200

Step 5: run the following command.

After the database is restored. Run the following command in SQL Server management

CREATE USER axdeployuser FROM LOGIN axdeployuser
EXEC sp_addrolemember 'db_owner', 'axdeployuser'

CREATE USER axdbadmin FROM LOGIN axdbadmin
EXEC sp_addrolemember 'db_owner', 'axdbadmin'

CREATE USER axmrruntimeuser FROM LOGIN axmrruntimeuser
EXEC sp_addrolemember 'db_datareader', 'axmrruntimeuser'
EXEC sp_addrolemember 'db_datawriter', 'axmrruntimeuser'

CREATE USER axretaildatasyncuser FROM LOGIN axretaildatasyncuser
EXEC sp_addrolemember 'DataSyncUsersRole', 'axretaildatasyncuser'

CREATE USER axretailruntimeuser FROM LOGIN axretailruntimeuser
EXEC sp_addrolemember 'UsersRole', 'axretailruntimeuser'
EXEC sp_addrolemember 'ReportUsersRole', 'axretailruntimeuser'

CREATE USER axdeployextuser FROM LOGIN axdeployextuser
EXEC sp_addrolemember 'DeployExtensibilityRole', 'axdeployextuser'

CREATE USER [NT AUTHORITY\NETWORK SERVICE] FROM LOGIN [NT AUTHORITY\NETWORK SERVICE]
EXEC sp_addrolemember 'db_owner', 'NT AUTHORITY\NETWORK SERVICE'

UPDATE T1
SET T1.storageproviderid = 0
    , T1.accessinformation = ''
    , T1.modifiedby = 'Admin'
    , T1.modifieddatetime = getdate()
FROM docuvalue T1
WHERE T1.storageproviderid = 1 --Azure storage

DROP PROCEDURE IF EXISTS SP_ConfigureTablesForChangeTracking
DROP PROCEDURE IF EXISTS SP_ConfigureTablesForChangeTracking_V2
GO
-- Begin Refresh Retail FullText Catalogs
DECLARE @RFTXNAME NVARCHAR(MAX);
DECLARE @RFTXSQL NVARCHAR(MAX);
DECLARE retail_ftx CURSOR FOR
SELECT OBJECT_SCHEMA_NAME(object_id) + '.' + OBJECT_NAME(object_id) fullname FROM SYS.FULLTEXT_INDEXES
    WHERE FULLTEXT_CATALOG_ID = (SELECT TOP 1 FULLTEXT_CATALOG_ID FROM SYS.FULLTEXT_CATALOGS WHERE NAME = 'COMMERCEFULLTEXTCATALOG');
OPEN retail_ftx;
FETCH NEXT FROM retail_ftx INTO @RFTXNAME;

BEGIN TRY
    WHILE @@FETCH_STATUS = 0 
    BEGIN 
        PRINT 'Refreshing Full Text Index ' + @RFTXNAME;
        EXEC SP_FULLTEXT_TABLE @RFTXNAME, 'activate';
        SET @RFTXSQL = 'ALTER FULLTEXT INDEX ON ' + @RFTXNAME + ' START FULL POPULATION';
        EXEC SP_EXECUTESQL @RFTXSQL;
        FETCH NEXT FROM retail_ftx INTO @RFTXNAME;
    END
END TRY
BEGIN CATCH
    PRINT error_message()
END CATCH

CLOSE retail_ftx; 
DEALLOCATE retail_ftx; 

Delete the AXDB. Create backup.

Rename current database to AXDB

How to enabled document attached on processed records Dynamics 365 for finance and operations

March 9, 2020 by alirazazaidi

In many cases, document attachment disabled on processed records. Usually this happened with respect to business requirements. For example when Purchased order invoiced and settled in ledger, attachment add, edit and delete can be disabled. Only existing attachment can be view on these documents.But some cases we have to forcefully enabled document attachment on these processed records.

I used following code snippet to enable the document attachment.

/ <param name="args"></param>
    [PostHandlerFor(formStr(DocuView), formMethodStr(DocuView, setEnabled))]
    public static void DocuView_Post_setEnabled(XppPrePostArgs args)
    {
        FormRun formRun; 
			//= sender;
        formRun  =Args.getThis();
        formrun.design().controlName("ctrlAdd").enabled(true);
        FormDataSource      DocuRef_DS =formRun.dataSource("DocuRef");
        DocuRef_DS.allowEdit(true);
        DocuRef_DS.allowCreate(true);
        DocuRef_DS.allowDelete(true);

    }

Custom lookup UIBuilder SSRS RDP Dynamics 365 for finance and operations

March 4, 2020 by alirazazaidi

Hi, Today I have simple code snippet to create a custom lookup in SSRS Reports in Dynamics 365 for finance and operations.

public class MyUIBuilder extends SrsReportDataContractUIBuilder
{

    private DialogField vendordf,dialogbranch;
    
    MyDC     contract;
    public void postBuild()
    {
        super();

        contract = this.dataContractObject();

        // binding dialogs with contract fields

        vendordf = this.bindInfo().getDialogField(this.dataContractObject(),
            methodStr(MyDC, parmHcmPerfPeriodId));
        dialogbranch = this.bindInfo().getDialogField(this.dataContractObject(),
            methodStr(MyDC, parmOMOperatingUnitNumber));

       dialogbranch.registerOverrideMethod(methodStr(FormStringControl,lookup),methodStr(BEHCMReviewUIBuilder,divisionCodeLookup),this);

  
        vendordf.registerOverrideMethod(methodStr(FormStringControl,lookup),methodStr(BEHCMReviewUIBuilder,PerfPeriodIdLookup),this);
       
    }

    public void postRun()
    {
    
    }

 
    private void PerfPeriodIdLookup(FormStringControl divisionCodeLookup)
    {
        Query                   query = new Query();
        QueryBuildDataSource    qbd, qbdPerson;
            QueryBuildDataSource qbds;
        QueryBuildDataSource qbdsJoin;
        SysTableLookup sysTableLookup = sysTableLookup::newParameters(tableNum(HcmPerfPeriod), divisionCodeLookup);
        qbds= query.addDataSource(tableNum(HcmPerfPeriod));
          sysTableLookup.parmQuery(query);
           sysTableLookup.addLookupfield(fieldNum(HcmPerfPeriod, PerfPeriodId), true);
     
        sysTableLookup.parmQuery(query);
        sysTableLookup.parmUseLookupValue(False);
        sysTableLookup.performFormLookup();
    }

    private void divisionCodeLookup(FormStringControl divisionCodeLookup)
    {
        Query          query;
        QueryBuildDataSource  qbds,qbds1;
        SysTableLookup     sysTableLookup;
        DimensionAttribute   dimAttr;
        ;
        sysTableLookup = SysTableLookup::newParameters(tablenum(OMOperatingUnit),divisionCodeLookup);
        sysTableLookup.addLookupfield(fieldnum(OMOperatingUnit, OmoperatingunitNumber));
        sysTableLookup.addLookupfield(fieldNum(OMOperatingUnit,Name));
        query = new Query();
        qbds = query.addDataSource(tableNum(OMOperatingUnit));
        qbds.addRange(fieldNum(OMOperatingUnit, OMOperatingUnitType)).value(queryvalue(OMOperatingUnitType::OMDepartment));
        sysTableLookup.parmQuery(query);
        sysTableLookup.parmUseLookupValue(False);
        sysTableLookup.performFormLookup();
    }

}
« Previous Page
Next Page »

Primary Sidebar

About

I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

Legal

Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

Categories

  • Accounts Payable (2)
  • Advance Warehouse (2)
  • Asset Management (3)
  • Azure Functions (1)
  • Books (6)
  • Certification Guide (3)
  • Customization Tips for D365 for Finance and Operations (62)
  • D365OF (59)
  • Data Management (1)
  • database restore (1)
  • Dynamics 365 (58)
  • Dynamics 365 for finance and operations (135)
  • Dynamics 365 for Operations (165)
  • Dynamics AX (AX 7) (134)
  • Dynamics AX 2012 (274)
  • Dynamics Ax 2012 Forms (13)
  • Dynamics Ax 2012 functional side (16)
  • Dynamics Ax 2012 Reporting SSRS Reports. (31)
  • Dynamics Ax 2012 Technical Side (52)
  • Dynamics Ax 7 (65)
  • Exam MB-330: Microsoft Dynamics 365 Supply Chain Management (7)
  • Excel Addin (1)
  • Favorites (12)
  • Financial Modules (6)
  • Functional (8)
  • Implementations (1)
  • Lifecycle Services (1)
  • Logseq (4)
  • Management Reporter (1)
  • Microsoft Excel (4)
  • MS Dynamics Ax 7 (64)
  • MVP summit (1)
  • MVP summit 2016 (1)
  • New Dynamics Ax (19)
  • Non Defined (9)
  • Note taking Apps (2)
  • Obsidian (3)
  • Personal Knowledge Management (2)
  • PKM (13)
  • Power Platform (6)
  • Procurement (5)
  • procurement and sourcing (5)
  • Product Information Management (4)
  • Product Management (6)
  • Production Control D365 for Finance and Operations (10)
  • Sale Order Process (10)
  • Sale Order Processing (9)
  • Sales and Distribution (5)
  • Soft Skill (1)
  • Supply Chain Management D365 F&O (3)
  • Tips and tricks (278)
  • Uncategorized (165)
  • Upgrade (1)
  • Web Cast (7)
  • White papers (4)
  • X++ (7)

Copyright © 2025 · Magazine Pro On Genesis Framework · WordPress · Log in