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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Dynamics 365 for Operations

Number Sequence framework webcast Part 2 -Demo Dynamics 365 for finance and operation

November 12, 2018 by alirazazaidi

This is second part of webcast. Here I demonstrate to setup number sequence in Dynamics 365 for finance and operations

 

Number sequence framework webcast Part 1 Dynamics 365 for finance and Operations

November 12, 2018 by alirazazaidi

First Part of number sequence framework webcast.

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

November 2, 2018 by alirazazaidi

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 customizations they need to get ready through a code upgrade process, but maybe my posts can inspire still. Having to manually service the 7.x the next few months, until we all go #evergreen #OneVersion can be avoided if your application and organization is ready to get on 8.+. Take a look and let me know what you think. 🙂

 

  • Upgrade from 7.x to 8.+ series | Post 1 | Start in LCS https://lnkd.in/dYrztCZ
  • Upgrade from 7.x to 8.+ series | Post 2 | Deploy Dev and Grab source DB https://lnkd.in/dK3Kp7g
  • Upgrade from 7.x to 8.+ series | Post 3 | Validate Code and Data in Dev https://lnkd.in/dY93H3P
  • Upgrade from 7.x to 8.+ series | Post 4 | Setup a new Build https://lnkd.in/dennhvH
  • Upgrade from 7.x to 8.+ series | Post 4 | Upgrade Sandbox and finally Production https://lnkd.in/dwXtK33

Vendor Collaboration in Dynamics 365 for finance and Operations

October 18, 2018 by alirazazaidi

Hi all, I was exploring Vendor Collaborations feature in MS Dynamics 365 for finance and operations. I found excellent and comprehensive blog post of Galyna Fedorova, worth to share.

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

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

October 11, 2018 by alirazazaidi

 

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 Operations. Imagine how much I explored while making this video.   I used many reference to complete the code snippet form Internet.  Ahhoo

  • Build Query in AOT

  You can build a query in the AOT using Visual Studio. An advantage of creating the query in the AOT is that it can be reused in various places, saving lines of identical code, and making wide-reaching query adjustment easier.

 

 

 

  • Build Query in X++

Queries can also be built dynamically with X++ code. Both approaches are used in the standard application. One advantage of making the query dynamic is that it is not public in the AOT and is protected against unintentional AOT changes.

 

 

  • X++ Query Component
    • QueryRun
    • Query
    • QueryBuildDataSource
    • QueryBuildFieldList
    • QueryBuildRange
    • QueryFilter
    • QueryBuildDynaLink
    • QueryBuildLink

 

 

 

  • QueryRun

Use the queryRun object to execute the query and fetch data.

 QueryRun queryRun;

    queryRun = new QueryRun(query);

    if (queryRun.prompt())

    {

        while (queryRun.next())

        {

            inventTrans = queryRun.get(tableNum(InventTrans));

        }

}

  • Query

 The query object is the definition master. It has its own properties and has one or more related data sources.

        Query query;

       query = new Query();

        query.addDataSource(tableNum(InventTrans));

  • QueryBuildDataSource

Using QueryBuildDataSources you add all the tables you want joined (just one in this example). This is also where you define how the resultset is to be sorted. The orderMode() method lets you define:

  • OrderBy
  • GroupBy

QueryBuildDataSource queryBuildDataSourceTrans, queryBuildDataSourceDim;

queryBuildDataSourceTrans = query.addDataSource(tableNum(InventTrans));

queryBuildDataSourceDim = queryBuildDataSourceTrans.addDataSource(tableNum(InventDim));

 queryBuildDataSourceDim.addGroupByField(fieldNum(InventDim, InventBatchId));

 queryBuildDataSourceDim.relations(true);

 

 

  • QueryBuildFieldList

 The queryBuildFieldList object defines which fields to fetch from the database. The default is a dynamic field list that is equal to a “select * from …”. Each data source has only one queryBuildFieldList object which contains information about all selected fields. You can also specify aggregate functions like sum, count, and avg with the field list object.

 QueryBuildFieldList  qbfl       = qbds.fields();

 qbfl.addField(fieldNum(CustTable,CreditMax),SelectionField::Sum);

   qbfl.addField(fieldnum(CustTable,RecId),SelectionField::Count);

 

  • QueryBuildRange

  QueryBuildRange – The queryBuildRange object contains a limitation of the query on a single field.

QueryBuildDataSource    custTableQBDS, custTransQBDS;

QueryBuildRange         qbr1, qbr2;

custTableQBDS = query.addDataSource(tablenum(custTable));

qbr1 = query.dataSourceTable(tableNum(CustTable)).addRange(fieldNum(CustTable, AccountNum));

    qbr2 = query.dataSourceTable(tableNum(CustTable)).addRange(fieldNum(CustTable, InvoiceAccount));

    qbr1.value(SysQuery::value(‘4011’));

    qbr2.value(SysQuery::value(‘4010’));

  • QueryFilter

QueryFilter – The queryFilter object is used to filter the result set of an outer join. It filters the data at a later stage than the queryBuildRange object and filters the parent table based on the child table results.

QueryBuildDataSource    custTableQBDS, custTransQBDS;

 QueryFilter qFilter1, qFilter2;

custTableQBDS = query.addDataSource(tablenum(custTable));

qFilter1 = query.addQueryFilter(custTableQBDS,”AccountNum”);

qFilter1.value(“4011″);

qFilter2 = query.addQueryFilter(custTableQBDS,” InvoiceAccount”);

qFilter1.value(“4010″);

 

 

  • QueryBuildDynalink

QueryBuildDynalink – Contains information regarding a relation (limitation) to an external record. When the query is run, this information is converted to additional entries in the WHERE clause of the query SQL statement. Can only exist on the parent data source of a query. The function is used by forms, when two data sources are synchronized. Then the child data source will contain a dynalink or dynalinks to the parent data source. The function is used even if the two data sources are placed in two different forms but are still synchronized.

  • QueryBuildLink

QueryBuildLink  –  Specifies the relation between the two data sources in the join. Can only exist on a child data source.

QueryBuildLink          qbl;

QueryBuildDataSource    custTableQBDS, custTransQBDS;

custTableQBDS = query.addDataSource(tablenum(custTable));

custTransQBDS = custTableQBDS.addDataSource(tableNum(CustTrans));

qbl = custTransQBDS.addLink(fieldNum(CustTable, AccountNum), fieldNum(CustTrans, AccountNum));

 

Reference : 

http://www.axaptapedia.com/Query_class

https://docs.microsoft.com/en-us/dynamicsax-2012/developer/query-object-model

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

October 5, 2018 by alirazazaidi

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. This article provides an overview on what is available today.

read complete article from this link https://blogs.msdn.microsoft.com/axsa/2018/09/05/cleanup-routines-in-dynamics-365-for-finance-and-operations/

Upgrade from Ax 2012 to Dynamics 365 Finance and Operations – Ignite Video

October 3, 2018 by alirazazaidi

Dear fellows, Ex-Microsoft MVP and Now Microsoft Employee Lane Swenka Presented at Microsoft Ignite 2018. Microsoft Shared video of his presentation on Youtube. This video is give you good insight upgrade from Dynamics Ax 2012 to D365 Finance and operations.

Introduction to Microsoft Dynamics 365 Business Central – Microsoft Video

September 12, 2018 by alirazazaidi

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

September 9, 2018 by alirazazaidi

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. 

View Details User Tip MSDyn365FO Dynamics 365 for finance and operations

September 9, 2018 by alirazazaidi

Hi everyone this is user level tip for Dynamics 365 for finance and operations. We can add and remove Values in any drop down or lookup field by right click and from view details on menu. It is very beginner level tip.

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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.

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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.

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