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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Dynamics AX 2012

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

September 18, 2019 by alirazazaidi

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
https://docs.microsoft.com/en-us/learn/paths/introduction-develop-finance-operations/
https://docs.microsoft.com/en-us/learn/paths/build-finance-operations/
https://docs.microsoft.com/en-us/learn/browse/?products=dynamics-finance-operations
https://docs.microsoft.com/en-us/learn/modules/connect-power-platform-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/integrate-azure-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/integration-concepts-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/data-integrations-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/integration-patterns-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/create-classes-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/design-deployment-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/performance-monitoring-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/build-forms-optimize-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/get-started-xpp-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/customize-visual-studio-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/manage-lifecycle-services-finance-operations/
https://docs.microsoft.com/en-us/learn/paths/extending-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/extend-elements-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/role-security-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/explore-extensions-framework-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/apply-basic-performance-optimization-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/manage-source-code-version-control-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/explore-test-framework-tools-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/develop-object-oriented-code-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/build-tables-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/build-edt-enums-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/build-workspaces-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/explore-reporting-tools-finance-operations/
https://docs.microsoft.com/en-us/learn/modules/build-reports-finance-operations/

Allow duplicate check Global Address Book Dynamics 365 for finance and operations.

May 31, 2019 by alirazazaidi

Dynamics 365 for finance and operations provide functionality of check Party Name already exists in Global Address book, So End user can select instead create a new one if required.

Here is video I shared this functionality in small less then 5 minutes series.

 

 

List of Vendor Invoices against Payment General Entry

May 15, 2019 by alirazazaidi

Between posted Vendor Payment Journal and Settled Invoice only relation is Voucher number in ledger Journal Trans and VendSettlement Table.

So My friends my code snippet is here,

        VendTrans               vendTrans;

        VendSettlement          VendSettlement;

  while select * from VendSettlement

                join  * from vendTrans

                where VendTrans.DataAreaId == VendSettlement.TransCompany

                && VendTrans.RecId  == VendSettlement.TransRecId

                && VendTrans.AccountNum == VendSettlement.AccountNum

                && VendSettlement.OFFSETTRANSVOUCHER == _ledgerJournalTrans.Voucher

Haaapy Daxinggg

Serialization version mismatch detect, make sure the runtime dlls are in sync with the deployed metadata D365 For finance and operations

May 6, 2019 by alirazazaidi

Don’t what reason, possible I manually copied the model files to my dev one box. After compiling my model and run the customization, on one control document. I faced this issue.
Serialization version mismatch detect, make sure the runtime dlls are in sync with the deployed metadata. Version of file ‘12104’. Version of dll ‘172’.
Solution for that. I build all models by checking all models.

An error occurred during report data sets execution D365 For finance and operations

April 11, 2019 by alirazazaidi

Hi all, small tip. I faced this issue, when I extend the custom report in D365 for finance and operations. During development on onebox

 

 

Solution was simple,

  • restart IIS services
  • Restart Reporting Services.

Happy Daxing.

Customer Financial Dimensions copy to Ledger Trans Financial dimension. Dynamics ax 2012 R3

March 8, 2019 by alirazazaidi

Does experience count, As ERP consultant, There are always new challenge. With 7 years core Dynamics Customization Experience, Still found new things to learn. Experience told you how to hide your fear of unknown and possibility.

Today very small tip. Which i resolve with experience. We usually create Ledger General With X++ code. The code is available in many webs sites. But today I need to copy financial dimension of Customer/ Vendor/Bank/ Assets to Ledger Journal trans. I found  function in AxdDimensionUtil Class provide the functionality.

The code snippet is as follow. The ledger Journal trans have to two default dimension, one for account and second for offset account.

Suppose we are copy financial dimension form customer account to customer.

trans.parmAccountType(LedgerJournalACType::Cust);
custTable =CustTable::find(_account);
conDim= AxdDimensionUtil::getDimensionAttributeValueSetValue(custTable.DefaultDimension);
trans.parmDefaultDimension(

AxdDimensionUtil::getDimensionAttributeValueSetId(conDim)

);

 

Dynamics Ax 2012 R3 Contoso Demo VM license 2019

February 22, 2019 by alirazazaidi

Today I need to explore some control sample in Dynamics ax 2012 R3. For opening Ax 2012 r3 on my machine, I need a demo license.

I found demo license for 2019 on following location.

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

January 15, 2019 by alirazazaidi

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

January 5, 2019 by alirazazaidi

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/

 

 

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

November 23, 2018 by alirazazaidi

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

 

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About

I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

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Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

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