MS Dynamics Ax 7

Sale Order Processing Part 1 Customer Creation Video- D365 For Finance and Operations

July 18, 2018 by alirazazaidi

Required table did not appear in relation drop-down D365 for Finance and Operations.

July 3, 2018 by alirazazaidi

Hi All, I was doing my Pilot project in D365 for Finance and operations. I want to add HCMWorker relation to my custom table. But did not found in drop down.

It means model reference(Package) was not included in Current Model. For this

For this first check Required model on table and add its reference On AOT

For adding this click on Dynamics 365 Menu on top. Model Management => Update Model Parameters

Select your current Model, for example, My Pilot Model is OpnAxPayroll I selected that.

Select required Models and

Now I found the HCMWorker in relation dropdown.

Extension Perspective Microsoft Blog posts Dynamics 365 for Finance and operations

May 8, 2018 by alirazazaidi

Hi all, I found two precisely written post by José A. Estevan

https://blogs.msdn.microsoft.com/axinthefield/embrace-the-extensions-mindset-with-dynamics-365-for-finance-and-operations/

https://blogs.msdn.microsoft.com/axinthefield/embrace-the-extensions-mindset-with-dynamics-365-for-finance-and-operations-2-sysextension-framework/

Also interesting video by

Michael Fruergaard Pontoppidan about chain of command idea under the Extensions.

Notes about Labels D365 for Finance and operations.

March 14, 2018 by alirazazaidi

Suppose we are doing customization or new development from scratch. We need labels for our control, forms, fields for display caption or titles.

So first step is to create it by adding new item in Visual studio.

Name it as required,

Select language. I select the English “US”

Make it finish

As a result new label file is created in visual studio solution

Click on file and add values through editors.

Labels created here can be search at control, field, EDT and Enum can be searched and used

After creating labels file in project you find button in labels.

Search and selected required label

It is not recommend to create a new label for every field instead search and use label. For example for “Description” search and use existing one.

Something similar appear when I searched “Description”.

It shows all possible labels

You can add labels in label file using text editor. For example I write AL0005 in text editor.

On saving, On opening label editor I found something similar.

Sales Quotations Dynamics 365 for Finance and operations.

February 28, 2018 by alirazazaidi

In response to Customer/ prospect request for quotation. Sale and marketing department generate Sales Quotations.

This Sales quotation can be generate existing customer. Otherwise D365 OF provide functionality to register sales Quotation against Prospect.

When Customer Response against Sales Quotation, We can confirm Sales Quotation convert to Sales Sale order and Prospect convert to Customer.

Similar to Sales order , Sale quotation is added in lines section. When entry is complete, from top menu and sent Sales quotation, Print can be generated.

There are multiple options available against Sales Quotations as response. We can find these options are available on “follow up” top tab menu.

Confirm:, Customer send confirmation so Sales Quotation convert to into Sales Order.

Cancel: Sales Quotations can be cancel, possible there will be no response form Prospect.

Lost quotation: In the case of another company won the quotation we can set as Lost. It is some kind of cancel. After that quotation is closed for edit.

Two options also found in sales and marketing parameter form.

You find in General tab

Days campaign expire, means sales quotation automatic expire the create of sales quotation.

Sales follow up date automatically created quotation creation date plus date mentioned here.

Sales follow up means, date of sales Quotation is created plus days mentioned here in setup.

Customer / Vendor ledger Dimension D365 for finance and operations X++

February 28, 2018 by alirazazaidi

In D365 for finance things are little bit change and much more organized. In Dynamics Ax 2012, which consider as classic AX. We get ledger dimension with DimensionStorage class

ledgerDim = DimensionStorage::getDynamicAccount(

‘US-001’,

LedgerJournalACType::Cust);//Account

offsetLedgerDim = DimensionStorage::getDynamicAccount(

‘USMF OPER’,

LedgerJournalACType::Bank);//OffsetAccount

In D365 this Microsoft provide LedgerDynamicAccountHelper. Code snippet is here

ledgerDim = LedgerDynamicAccountHelper:

:getDynamicAccountFromAccountNumber(‘US-1001’,

LedgerJournalACType::Cust);

offsetLedgerDim = LedgerDynamicAccountHelper:

:getDynamicAccountFromAccountNumber(

‘USMF OPER’,

LedgerJournalACType::Bank);

Reference http://daxingwitheshant.blogspot.com/2015/04/creating-payment-journal-using-x-in-ax.html

Microsoft Connect portal retired, you have to follow other link

February 9, 2018 by alirazazaidi

Hi all, I was trying to download latest Dynamics 365 for finance Dev box vm, but found that Microsoft Connect portal is retired. you can found all information here.

https://docs.microsoft.com/en-us/collaborate/connect-redirect

I expect that lastest VM link will available here, As I found latest 7.3 update 12 link here

https://aka.ms/finandops73pu12

And it leads us to some share point link, Download is good as compare to old connect link.

Process Busy Indicator D365 for finance and operations

January 25, 2018 by alirazazaidi

Hi All, today I have small tip, During development, I have to process a lot of records. During this , I need Busy screen process indicator.

I used following code snippet to create progress busy indicator.

For this I have to do following changes in my Class method (Business logic).

Convert required method to Static
Parameter is changed to Container and then required parameter extract from container inside the method.

So my required method become something like

Class myProcess

{

 

 

Public static void RunmyProcess(Container _C)

{

Str _Value = conpeek(_C,1);

 

 

 

}

 

}

 

 

 

class RunBtnProcess

{

/// <summary>

///

/// </summary>

public void clicked()

{

 

container _Xyz=[TableName.FieldValue];

super();

SysOperationSandbox::callStaticMethod(classNum(myProcess),
staticMethodStr(myProcess,RunmyProcess),_Xyz, 
'Ledger Record in process', 'Operation completed');

 

 

}

 

}

Reference : Internet.

Parent child form Customization D365 for Finance and Operations

January 21, 2018 by alirazazaidi

Today I just noted down a very simple parent child form customization in D365 for Finance and operations.

First step is to create a primary key or alternative key For this create a Index

and set Alternative key true and Allow duplicate set to no.

Next step expand the table Property and set following properties. With newly created Index.

As different to Dynamics Ax 2012. Reference field you have to manually created in child table.

Now expand relationship node of child and right click and add relation

Relationship property window set table

Now relight click on it and add normal relationship

Set new both side of required field.

Table relation is complete.

As I am fan of old style Dynamics Ax 2012 Style development So I made Customization similar to that.

There are multiple way to build parent child forms, with a new form Patterns of D365 for Finance and operations

For Detail page. Add new form in your project and did not select any form pattern.

Then add Tab control and add two tab pages, one for Parent and one for child

Set tab control style property to FastTabs.

Now add both Tables in data source of form.

Set Join Source of child table set parent table

Now Drag required fields in group in parent area.

Now in child tab page, Add action pane, Action Tab control ,Button group and add three command buttons with Name add, edit and delete also set their command type respectively.

Also set action tab as Strip.

Also Set Button group data source property to child data source so Add, edit and Delete works on child table.

Now Add grid below action tab and Set its data source to child data source.

Also drag child table fields under the grid.

Tab page structure look like similar.

Now click on tab Design and Set its data source to Parent Table, so out of the box button on form works for parent table.

Now create three display menu and set one for Edit, one for View and Add new also set object property to detail form.

Like this. For new set open mode to new and Set form in object

Similar edit menu, View menus the difference is open mode.

Now create a new form and a form and apply simple list pattern.

Also resolve pattern requirement, by adding Grid, Action Pane, and Group, Apply pattern on and then add Search

Like follow

Now drag three display menu drag them in Button group on List page’s action pane.

Right click Design and from properties set New Record Action property to menu button of Action pane so on click on new button redirect to child page in new mode.

And set the