Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Dynamics Ax 7

Write Extensible Data Security (XDS) in Dynamics 365 Finance and Operation

by

In D365, with Role based security we can restrict specific operations
to Certain user. Role based security will restrict the menu, forms and report.
It did not restrict certain records to view.

For example, They want to see only vendor with certain vendor group.
Customer for certain key market.
For this blog post, there is scenario that end user can be his created sales order.
For this requirement, we can use [[Extensible Data Security (XSD)]].

For this we require three elements.

AOT query.
Security Policy
And last one is Security Role.

First we create AOT Query and add Sales table and inner join with userInfo Table and make join with userInfo.Id with SalesTable.CreatedBy

Then add range in UserInfo and add (CurrentUserId())

Now Create a new role. That will used in Security policy and later used for End user.

Now add a new Security policy

and set following properties.

Set following properties.

Constraint Table Yes
Context Type RoleName

Operations All Operations

Primary Table set as SalesTable

Query set the name of Query

Set Role Name with Role we created in above role.

Build and Sync Database.

Open D365 Finance and Operations goes and Userinfo in System Administrator and assign to specific end user.
Remember, that either assign, Sales Clerk role or Sales Manager role.
Extensible Data Security (XDS) is not working for system administrator role.

Sales order list will comes with sales order with filter.

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

by

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 deploy non production database to Production server Dynamics 365 for finance and operation.

by

This activity is not recommended, but most of the time,  before go live , master data is configured on UAT server and rapidly used. And most of functional consultant do not want this activity on production. Due to time saving as well as they are too much busy on different projects. Any how we can do this. There was no option available directly deploy or restore UAT database to production. For this we have to create service request to Microsoft. This is step by step guide.

So first step is to login into LCS and then open your project

From project detail form click on create new service

Machine generated alternative text: 365 for Operations Implementation Project 5/31/2017 and develop oroduction environment mock cutover system health 7/15/2017 Deploy 3/25/2018 Test 5 Operate Description The entire project team should pa te in a Go Live Health check ta ensure all asp f the system are operating as expected; bat ctionaly and technically. Task history ENVIRONMENTS Subscriptions available SeNice requests PRODUCTION Environment hsa state: Deployed Full details SANDBOX: STANDARD ACCEPTANCE TEST V Environment 'at state: Deplcyed Full details SANDBOX: DEVELOP AND TEST V Environment dev state: Deployed Activate Wins-dws u etails

From Service request window. Go to service request and click on add new

Machine generated alternative text: tecycle Services namvcs Operations Implementation Project .A Corporate m ces Work items Open work items Support issues Service requests Hotfix requests Extensibility support requests + Add p Filter View environment details Reschedule Cancel Show cancelled requests Show finished requests onment name -uat Actionable by Sep.•ice Provider Provider Provider Downtime start 1/4/2020 PM (UTC +04:00) 10/9/2018 AM (UTC +04:00) 10/3/2018 AM (UTC +04:00) Downtime end da 144... 63066 61762 Maintenance Operation New deployment New deployment New deployment Service request st... Requested Requested Requested

From popup select Sandbox to production

Machine generated alternative text: ics 365 for Operations Implementation Project View environment details Reschedule Cancel Show cancelled requests Corporate Services LLC.) Show finished requests v"aintenance Operation Qew deployment Qew deployment Qew deployment Environment name Qui-I at Service request st... Requested Requested Requested Actionable by Provider Provide Pr Down 10 10 Create request Select request type Production Point-in-time restore Restore the database of an environment with an automatic backup taken at an earlier date. Sandbox to production Move e copy of sandbox database into production for Go Live Other request Create other requests Cancel

Next window you have to select the time. Sandbox source and prefer down time.

At least 4 hours from the creation of service request and 5 hours minimum downtime required

Machine generated alternative text: ished requests No Actionable by Provider Provider Provider Provider Provider Provider Provider Provider Request for sandbox to production Source environment name 3-uat Target environment name hse Preferred downtime start date 2/7/2020 9 v Preferred downtime end date 2/8/2020 1 v All times are displayed in your 'ocel time zone (currently UTC Please be aware that other users will see the time localized into their time zones. Recommended! To produce a clean database refresh, we recommend performing this action when user activity and batch jobs are minimized in the source em.'lronment. I agree selecting a preferred downtime date and time does not I agree this request will result in a downtime of up to 4 hours wi I agree copying sandbox into production will OVERWRITE the pr Submit Cancel

Check all check boxes for agreed after that submit button will enabled .click on submit for Microsoft request.

They reserve downtime for 5 hours but 90 percent deployment will complete with in couple of hours.

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

by

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);
        }

List of technical learning Paths on Microsoft Learn – Dynamics 365 for Finance and Operations

by

Hi all, I just created a list of technical learning paths on Microsoft learn.
Amazingly simple, good and easy to learn.
Hope you all enjoy, learn and take benefit from these links

On hand Inventory for Item X++ extensions Dynamics 365 for finance and operations

by

Today is very small tip. Today is Eid day, Very warm wishes for Eid holidays.
Here is code snippet for  on hand inventory method. I wrote with extension.
For for extension. create a new class and add attribute on Extension fo Class.
[ExtensionOf(tableStr(PurchLine))]
public static class  PurchLine_Extension
{
    [SysClientCacheDataMethodAttribute(true)]  //This attribute will cache your display method.
    public static display Real  MYOnHand( PurchLine _this)
    {
        InventOnHand inventOnhand;
        InventDim       InventDim;
        InventDimParm inventDimParm;
        inventDimParm.initFromInventDim(_this.inventDim());
        inventOnHand = InventOnhand::newParameters(_this.Itemid,_this.InventDim(),inventDimParm);
        return inventOnHand.availPhysical();
    }
}

How to load number sequence class on UAT or Production server Dynamics 365 for finance and operations.

by

In Dev machine, we can call runnable class to load number sequence, but UAT or production server Visual Studio is not in our access.

In UAT or production server we can run number sequence load class in browser.  with following command.

usnconeboxax1aos.cloud.onebox.dynamics.com[company]&mi=SysClassRunner&cls=[job/runnable class name]

For current example, if my class name is xyzNumberSeqLoadModule

you can add class name after basic url as

SysClassRunner&cls=xyzNumberSeqLoadModule

usnconeboxax1aos.cloud.onebox.dynamics.com&mi=SysClassRunner&cls=xyzNumberSeqLoadModule

 

 

 

Unable to download report as PDF Microsoft.WindowsAzure.Storage.Core.Executor.Executor.ExecuteSync Dynamics 365 for finance and operations

by

During Save as pdf custom report throw following error.

 
Unable to connect to the remote server at Microsoft.WindowsAzure.Storage.Core.Executor.Executor.ExecuteSync[T](RESTCommand`1 cmd, IRetryPolicy policy, OperationContext operationContext) at Microsoft.WindowsAzure.Storage.Table.CloudTable.Exists(Boolean primaryOnly, TableRequestOptions requestOptions, OperationContext operationContext) at Microsoft.WindowsAzure.Storage.Table.CloudTable.CreateIfNotExists(TableRequestOptions requestOptions, OperationContext operationContext) at Microsoft.DynamicsOnline.Infrastructure.Components.TableAccessor.TableStorageAccessor.PerformOperation(CloudStorageAccount storageAccount, String tableName, Func`1 operation) at Microsoft.DynamicsOnline.Infrastructure.Components.TableAccessor.TableStorageAccessor.AddRecord[T](CloudStorageAccount storageAccount, String tableName, T record) at Microsoft.DynamicsOnline.Infrastructure.Components.SharedServiceUnitStorage.SharedServiceUnitStorage.UploadData(SharedServiceUnitStorageData data, Stream stream) at
 
It was problem that Azure Storage emulator was not running on my machine. 
For this I have to open window start and write there Azure Storage emulator.
After it searched, click and run the Azure storage Emulator.

 In my Case  emulator Version was out date. I have to download it from Microsoft Cloud. After running that service. Issue was resolved. Report successfully download as pdf.
Reference : https://docs.microsoft.com/en-us/azure/storage/common/storage-use-emulator