Ali Raza Zaidi

Musing's of ERP Consultant

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Dynamics 365 for Operations

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

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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);

    }

New courses are available for MB-700 solution architect certification on Microsoft learn

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Microsoft just update the certification link. The courses are just quick start, rest is up to you.

https://docs.microsoft.com/en-us/learn/paths/become-solution-architect/https://docs.microsoft.com/en-us/learn/modules/becoming-solution-architect/index

https://docs.microsoft.com/en-us/learn/modules/discover-customer-needs/index

https://docs.microsoft.com/en-us/learn/modules/propose-solution/indexhttps://docs.microsoft.com/en-us/learn/modules/work-with-requirements/index

https://docs.microsoft.com/en-us/learn/modules/fit-gap-analysis/index

Validate Event form control Extensions- Dynamics 365 for finance and Operations

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Very handy and quick tip. How to validate and cancel / failed validation logic in Dynamics 365 for finance and operations.. Here is
FormControlCancelEventArgs is key to return false in the case of validation fail.Very similar logic works for form data source field validate events. 

[FormControlEventHandler(formControlStr(BabayeeDaForm,  _BabayeDaTextBox), FormControlEventType::Validating)]
    public static void BabayeeDaForm_BabayeDaTextBox_OnValidating(FormControl sender, FormControlEventArgs e)
    {
var args = e as FormControlCancelEventArgs;
ret = checkFailed(' Main nahee mananah.');
            args.cancel(ret );
}

How to get calling menu name in extensions Dynamics 365 for finance and operations

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Today is small tip, Many times, we have to took decision based on the name of menu  on which form is called. By getting menu name we can use same form for different purposes.  We can write logic based on current form called from which menu item.

Following is the code snippet helps you to achieve this.

[FormEventHandler(formStr(LogisticsContactInfoGrid), FormEventType::Initialized)]
    public static void LogisticsContactInfoGrid_OnInitialized(xFormRun sender, FormEventArgs e)
    {
        FormRun formRun = sender;
        
        if (formRun.args().menuItemName() == "CustomerLogisticsContactInfoGrid")
        {
            FormDataSource      LogisticsElectronicAddress_ds =formRun.dataSource("LogisticsElectronicAddress");
            LogisticsElectronicAddress_ds.InsertIfEmpty(true);
            LogisticsElectronicAddress_ds.object(fieldNum(LogisticsElectronicAddress, Locator)).mandatory(true);
        }

MB-300 global address book and other address books Dynamics 365 for finance and Operations

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We are here

What is Global Address Book

Global Address book is common or single repository in Dynamics 365 for finance and Operations. The basic idea is that, everything is Party either it is Person, Organization, Customer, Vendor, Employee, worker, competitor or Contact.

Data is associated with Party, That have, Address, phone number,  email.

It is possible that one Party is Customer in one legal entity and Vendor in other legal entity.  Change in any place reflect any places.

Party detail can be vary based on either party is organization or  person.

Customer, vend, Contacts, Employee, worker, Applicate all identified as Party Role

The link between Global Address book and all other object can be explained clearly by Microsoft documentation

Machine generated alternative text: Address Book t: Perso Customer Prospect Worker user can belong to one or more Or anization is a type of Part plays a role of Vendor Competitor Applicant Contact c o o Can have one or more relates to o Location can have Quotation Sales Order Invoice Request for Quote Purchase Order More entities

Party Roles are considered to be as follow.

Customer is person or organization, who purchase goods or services from one or more legal entities.

Vendor is person or organization from organization purchase goods or services.

Contact. Is person that representor from vendor who communicate with organization.

Competitor– Person or organization, who provide the similar services or goods.

Applicant. A person, who applied to Job posted in your organization.

Points needs to consideration for Configure Global Address book

Points need to care before Configure Global Address book in your organization.

  • Sequence of First Name, Last Name and middle name in your organization.
  • Party record is delete automatically on deletion of Employee, worker, vendor or customer.
  • Notification in the case of Duplicate Party.
  • Should the Data Universal Numbering System (DUNS) number be included in a party record’s information?
  • If the DUNS number is included in a party record, should the uniqueness of the number be checked?
  • Party default, as organization or Person.
  • Role setup for private addresses.

Reference :

https://docs.microsoft.com/en-us/learn/modules/plan-config-global-address-book-finance-operations/

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/overview-global-address-book