Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Dynamics AX (AX 7)

MB-300- Certification guide Determine when to use workspaces Dynamics 365 for finance and operations

by

Hello, welcome to this post, In this post I will explain about navigation concept. If we go through the skilled measured PDF released measured by Microsoft it is follow

  • Determine when to use Workspace.
Machine generated alternative text: Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations - Skills Measured The content of this exam was updated on November 1, 2019. Please continue scrolling to the red line section below to view the changes. Use common functionality and implementation tools (20-25%) Identify common Microsoft Dynamics 365 Finance and Operations features and functionality • • determine when to use workspaces identify use cases for Power Platform appsl including Power Apps, Power Bl and Microsoft Flow identify and differentiate between the global address book and other address books demonstrate Work Items functionality emonstrateMicrosoftDnamics365hnance andO eratlons naviation techni ues identify Inquiry and Report types available in a default installation

So what is workspace.

Workspace is one window to all operations performed by one role. Yes.

As this blog post is notes, So I can copied and paste things from different blogs added reference here.

So According to Microsoft

A workspace is defined as…

  • Part of the primary navigation mechanism.
  • A form that supports a business activity (a logical group of tasks that make up the work of a target persona).
  • A way to provide an initial overview and to increase productivity in the activity by allowing simple tasks to be completed directly in the workspace.
Machine generated alternative text: WORKSPACE Works ace Tile Pane Tabbed List Container Works ace Chart Pane Related Links Panel

When to use Workspace.

  • Provide deeper understanding of his task.
  • Without leaving Workspace End user can access all of pages.
  • Get Statistics of all operations, for example number of new sales order confirmed. Number of sales order delivered. And Number of Invoices generated.
  • Reduce the need of navigation.

If we explore the Customer Payments workspace it will something similar.

Machine generated alternative text: New OPTIONS p Customer payments Summary Record customer payment Customer transactions Invoices past due Payments not settled Find transactions Settlement history Customer invoices past due Filter V Number FT-INV-OOO... CUS-INV CUS-INV -00... SALE-CR-NT... CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO Customer 1 Payment Journals - not posted Payment Journals - not posted assigned to me Electronic payments sent need bank confirmation Due date Y 07/11/2019 07/11/2019 06/11/2019 06/11/2019 17/10/2019 17/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 23/10/2019 23/10/2019 23/10/2019 23/10/2019 23/10/2019 Currency AED USD AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED Amount 5,200.00 2,280.60 250.00 125.00 10,000.00 1,200.00 1,170.00 1,170.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 15,903.00 15,903.00 15,903.00 15,903.00 15,903.00 Balance 5,200.00 780.60 250.00 -125.00 10,000.00 1,200.00 1,170.00 1,170.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 15,903.00 15,903.00 15,903.00 15,903.00 15,903.00 CD Related information Reports Customer aging report Customer balance list with credit limit Customer posted paymentjournal rep... Deposit summary by customer report Deposit summary by date report Deposit slip report Detailed due date list report All customers Customer invoices due today Customers on hold Deposit slips A IN) Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer

Tiles

Rectangle box which behaves like a menu button. When you click on it, it will leads you to specific page. This contains specific information, that 10 Sales are pending for confirmation, 2 Sales orders are invoiced.

For example Sales Invoice workspace contains Something similar.

Machine generated alternative text: Customer payments Summary Record customer payment Customer invoices past due 1 Payment Journals - not posted Payment Journals - not posted assigned to me Electronic payments sent need bank confirmation All customers 0 Customer invoices due today Customers on hold 0 Deposit slips

List pages. This section contains the list pages For example sales Invoice contains following List Page.

  • Invoice past due
  • Payments not settled
  • Find transactions
Machine generated alternative text: Customer transactions Invoices past due Payments not settled Find transactions Filter V Number FT-INV-OOO... CUS-INV -00... CUS-INV SALE-CR NT CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO Settlement history Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Due date Y 07/11/2019 07/11/2019 06/11/2019 06/11/2019 17/10/2019 17/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 23/10/2019 23/10/2019 23/10/2019 23/10/2019 23/10/2019 Currency AED USD AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED Amount 5,200.00 2,280.60 250.00 125.00 10,000.00 1,200.00 1,170.00 1,170.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 15,903.00 15,903.00 15,903.00 15,903.00 15,903.00 Balance 5,200.00 780.60 250.00 -125.00 10,000.00 1,200.00 1,170.00 1,170.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 15,903.00 15,903.00 15,903.00 15,903.00 15,903.00

One optional link based on Graphs and Charts. Something similar.

Machine generated alternative text: 92.47%

Then comes Related links.

This section, contains hyperlinks with in Dynamics 365 for finance and operations which are related to workspace, for example. Sales Invoice workspace contains following links.

Machine generated alternative text: Related information Reports Customer aging report Customer balance list with credit limit Customer posted paymentjournal rep... Deposit summary by customer report Deposit summary by date report Deposit slip report Detailed due date list report

References

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/build-workspaces
https://docs.microsoft.com/en-us/learn/modules/navigate-finance-operations/2-navigation-elements

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();
    }
}

Change Text/BackGround Color Based Off Cell Value in Grid Dynamics 365 for finance and operations

by

Hi all, today I got opportunity to change color of Grid Cell based on some condition.
I achieved this by following code snippet.
First all I set Auto declaration to true of  required control in grid,
Second I add overwrite displayOption of grid data source.
This code snippet is interesting. It triggers for every row on grid.
And if you see below code snippet method signature shows the Common _Record. With this common _record, we can get current row of data source. And this we can apply some condition
Suppose we what to customer Name background to red who has credit limit is less then 1000  Following works
  public void displayOption(Common _record, FormRowDisplayOption _options)
        {
            CustTable custTable = _record as CustTable;
            if ( custTable.CreditLimit  < 1000)
            {
                _options.affectedElementsByControl(CustName.id());
                _options.backColor(WinApi::RGB2int(255,0,0));
                _options.textColor(WinApi::RGB2int(255,255,255));
            }
            super(_record, _options);
        }
Happy DAXing.
No more MVP

How to populate form data source with temp table. Dynamics 365 for finance and operations

by

Hi, There are many scenario, when we do calculation and bind it with Grid in dynamics 365 for finance and operations.

For these scenario, we populate temp table at run time and bind it to form data source.

We wrote code init() initialization method of data source to bind temp table to populate.

I used following code snippet for data populate temp table based data source.

public void init() // init method of form data source.
{
Temptable temptable;
super();
tempTable.Field1= “Baba Zaidi”;
tempTable.insert();
tempTable.Field1= “Dynamics 365 Corner “;
tempTable.insert();
TempDBExampleTable.linkPhysicalTableInstance(tempTable);
}

Happy Daxing.

Small tip, but I learn it today, Again Document not create.

The batch task you entered is not valid. Enter a different batch task. Dynamics 365 for finance and operations

by

During development, I got this error, when try to type newly created class that need to be run in batch processing.

That class I manually type because it was not appear in a list new task form inside batch job.

Later I found that I did not implement the canGoBatchJournal() method of RunBaseBatch

After adding following code snippet in my class, it will start to show in batch job task list.

 

 

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

 

 

 

The internal time zone version number stored in the database Dynamics 365 for finance and operations

by

I  faced database Synch Error after deploying latest code to my Onebox VM.

 

The internal time zone version number stored in the database is higher than the version supported by the kernel (15/13). Use a newer Microsoft Dynamics 365 for Finance and Operations kernel

 

 

Solution is

Open local Database in SQL server management Studio

And run following Query on AXDB.

 

update SQLSystemVariables set VALUE = 7 where parm =’SYSTIMEZONESVERSION’

 

 

Reference:  http://dilliraj.blogspot.com/2016/07/the-internal-time-zone-version-number.html

 

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