Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

MS Dynamics Ax 7

How to disabled workflow approval options in Dynamics 365 for finance and operations.

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Amazing, I got requirement that Change request option need not in workflow. I opened the workflow approval in AOT. Approval all options were there. As compare to other AOT objects where we enable disabled two properties without creating extension are “Label” and visible. But here nothing found. There is no option to modify anything “out of the box” workflow.

 

While exploring workflow designer configuring Workflow. I found that some properties when we drag approval  object on workflow designer. Not step object inside approval.

In properties, I found some options. That works for me.

 

On workflow dialog change request options is gone.

 

How to add custom privileges to out the box Role in dynamics 365 for finance and operations.

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While adding Privileges to certain role, I made this walk through.

 

After compiling code and no error in privilege in model. Copied the Label. From GUI, We can search privileges with labels text.

 

Go systems Administration

 

 

 

 

Security form, For current example I add my custom privilege into “Employee” Role That is out of the box.

Now click on Privilege. And all privileges will start showing.

 

 

Now form top menu, you found another link or menu item, Add reference

 

 

 

 

Form next window, filter with privilege label name.

 

 

 

When select the required privilege, check mark on grid. And then click

After adding selected privilege, you find underline unpublished objects 1. Now click on “Publish all”.

 

 

 

Now your role is active with new changes.

How to get table id in Dynamics 365 for finance and operations.

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Table Id can be found SysTableIdView.  in Dev environments, you can do direct query on sql server.

select * from SysTableIdView

 

If you did not access sql server then you can open it on table browser.

 

http://usnconeboxax1aos.cloud.onebox.dynamics.com/?cmp=usmf&mi=SysTableBrowser&TableName=SysTableIdView

 

List of best blog post and article for Customization with extensions. Dynamics 365 for finance and operations

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Here collection of good articles / blog posts for Extension framework.

I just completed the customization using extension. Initially, it’s really tough for me. But with passage of time and my library of code snippet increased, I  felt the power of extensions over old classic overlay concept. Even I used extension in custom forms instead write old age methods in controls and data sources.

Here are some  links which are very helpful for me and worth to share.

 

Event handling:

 

https://us.hitachi-solutions.com/knowledge-center/customize-dynamics-365-user-interface-extension-event-handler/

https://community.dynamics.com/365/financeandoperations/b/newdynamicsax/archive/2016/10/11/code-behind-extension-forms-how-to-add-state-variable-and-override-methods-without-overlayering

 

https://community.dynamics.com/ax/b/dynamicsaxconcoction/archive/2017/05/17/d3fo-customizing-interaction-classes-using-extensions

 

https://devserra.wordpress.com/2016/04/19/ax7-using-table-event-handler/

https://community.dynamics.com/365/financeandoperations/b/howtodynamics365/archive/2018/04/24/how-to-create-display-method-for-table-extension-in-dynamics-365

https://axility.net/en/access-stuff-in-the-new-event-subscriptions/

 

 

 

 

 

 

 

Workflow:

http://d365technext.blogspot.com/2018/07/avoid-over-layering-in-development-of.html

 

https://community.dynamics.com/365/financeandoperations/b/nareshsdynamicsaxblog/archive/2017/03/15/create-custom-workflow-in-d365-dynamics-365

 

https://devmusings.blog/2018/03/18/custom-workflows-in-microsoft-dynamics-365-for-operations/

 

https://community.dynamics.com/365/financeandoperations/b/dynamics365foaxhub/archive/2018/10/06/create-custom-workflow-participant-assignment-provider-type-in-ax-2012

https://workflowax.wordpress.com/2009/10/30/participant-provider-example/

https://www.lexisnexis-es.co.uk/blog/2018/10/22/workflows-in-microsoft-dynamics-365-for-finance-and-operations/

 

 

 

 

 

 

 

 

Model:

 

 

https://stoneridgesoftware.com/what-is-the-modelutil-exe-good-for/

 

https://community.dynamics.com/365/financeandoperations/f/765/t/223547

https://www.cloudfronts.com/model-importexport-in-dynamics-365-operations/

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/dev-tools/models-export-import

 

 

Email templates

 

https://www.sikich.com/insight/how-to-email-purchase-orders-in-dynamics-365-for-operations/

 

 

 

Vendor Collaboration:

 

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

 

 

 

Reports through extension:

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/custom-designs-business-docs

https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/01/02/customizing-app-suite-reports-using-extensions/

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/customize-app-suite-reports-with-extensions

 

 

Custom form:

https://dynamicsaxinsight.wordpress.com/2017/06/23/ax7-d365-operations-create-details-master-pattern-form/

 

 

Table method extension and grid field mapping Dynamics 365 for finance and operations

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Hi all, here is small tip, I learned today, so document it

 

I need a custom method in table extension. And then this method need to call in field mapping inside Grid. Interesting it is amazing easy.

 

So like other extensions. You have to create a class add a attribute and make in static class show it will extension of certain table. And now create a method Suppose I need extension for PurchRFQScoring table

 

[ExtensionOf(tableStr(PurchRFQScoring))]

public static class PurchRFQScoring_Extension

{

 

[SysClientCacheDataMethodAttribute(true)]  //This attribute will cache your display method.

public static display Name ScoringName(PurchRFQScoring _this)

{

return PurchRFQScoringRFQCaseCriteria::find(_this.ScoringRFQCaseCriteria).name;

}

 

}

 

Now compile solution. And open the grid and from field mapping, set table In source. And in field you have to add method with class reference like

 

PurchRFQScoring_Extension::ScoringName

Avoid Over layering in Development of Workflows on Existing Form Extension version – Dynamics 365 for finance and operations

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Hi all,  My fellow wrote an excellent blog Post, I used it in my customization to avoid overlay methods in some of out of the box table.

http://d365technext.blogspot.com/2018/07/avoid-over-layering-in-development-of.html

 

 

That article made my day and worked perfectly fine. But here one thing that article missed.  How we have to set form designer the custom workflow in list page . Something like If I copied from Sheiks sabs article.

 

 

There is error when I created on initialized of custom table in a extension class for list page . I got following error.

 

 

So it is not possible, I still not figure out. Later possible I will got they way to do so. Any how I achieved this in extension for interaction class.  I copied the  post event of initializeQuery method and copied in my class and following code will work for me. To enable or disabled workflow in list page

 

[PostHandlerFor(classStr(TableListPageInteraction), methodStr(ListPageInteraction, initializeQuery))]

public static void TableListPageInteraction_Post_initializeQuery(XppPrePostArgs args)

{

TableListPageInteraction TableListPageInteraction = args.getThis();

StatusTable RFQStatusTable = purchRFQCaseTableListPageInteraction.listPage().activeRecord(queryDataSourceStr(TableListPage, DDSRFQStatus)) as DDSRFQStatus;

FormRun formRun = TableListPageInteraction.listPage().formRun();

 

FormRun.design().workflowDatasource(formDataSourceStr(PurchRFQReplyTable, DDSRFQStatus));

FormRun.design().workflowEnabled(true);

FormRun.design().workflowType(workflowtypeStr(DSSRFQCaseWFType));

 

}

 

It works for me

Out of the box workflow labels Dynamics 365 for finance and operations

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Hi all, this is post is for me. I used to make workflow in Customization, Instead created new labels, I used out the box label for workflow menus

 

menu items labels

@SPS1299 Submit to workflow
@SPS1329 Cancel
@SPS1303 Delegate
@SPS1306 Resubmit
@SPS1301 Reject
@SYS38598 Approve
@SYS109045 RequestChange

@SYS109048 Resubmit

Status enum labels

@SPS1268 not submitted

@SPS1283 Submitted
@SPS1285 Approved

@SYS75939 Draft
@SYS784 Rejected

                    @SYS319813 Cancelled

@SYS319123 InReview

                        @SYS109045                  ChangeRequest

 

How to assign workflow instance to other then document originator Dynamics 365 for finance and operations

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In this webcast, I explain how to use Custom workflow participant provider. I got requirement that In HR Portal self service provider. HR can submit request on the behalf of some worker. But when HR submit the document in Workflow for approval. The first user will be the behalf-ed user, so he can review and confirm the requirement. And certainly that User / worker will be different then document originator. I achieved that with the help of Custom Workflow Participant Provider.