Ali Raza Zaidi

Musing's of ERP Consultant

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Dynamics AX (AX 7)

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);

    }

Custom lookup UIBuilder SSRS RDP Dynamics 365 for finance and operations

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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();
    }

}

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

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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.

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 );
}