Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Tips and tricks

Report menu item is not found when constructing the query string” Dynamics 365 for finance and operations.

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I found following error, while running custom report.

 

 

 

Following message shown message.

 

 

 

Report run from controller class.  I found “controller.parmArgs(_args);” was missing. That reason report threw this error.

 

Complete code will be similar.

 

 

 

 

        contract.parmRecordId(invoiceJour.RecId);

controller.parmArgs(_args);

 

controller.parmReportName(ssrsReportStr(DSSCompletionCertificate, Design));

controller.parmShowDialog(false);

controller.parmReportContract().parmRdpContract(contract);

controller.startOperation();

Custom designs for business documents- Issue Original report was running instead customized, Dynamics 365 for finance and operations

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I did some customization in Business Document or some places these reports are called control document. In classic Ax 2012 we overlay and a lot of efforts saves. But In D365 use extension, which is more powerful feature.

 

With help of a following article I did customization at least 3 to 4 reports and these reports works fine.

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

 

But In one case. It did not work, the required report designer did not show in

Setup > Forms > Form setup. Click Print Management . And original report with design run instead of custom design.

I tried on multiple environment, but issue sustain.

 

 

By adding following code snippet in my Extended Controller class will resolve the issue. It works for me.

 

 

protected void outputReport()

{

SRSCatalogItemName  reportDesign;

reportDesign = ssrsReportStr(MyPurchPurchaseOrder,Report);

this.parmReportName(reportDesign);

this.parmReportContract().parmReportName(reportDesign);

formletterReport.parmReportRun().settingDetail().parmReportFormatName(reportDesign);

super();

}

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 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/

 

 

Form did not refresh on workflow submit Dynamics 365 for finance and operations

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I just wrote couple of custom workflow. But on Submit workflow, form did not refresh and available for edit until, you manually refresh the form. That behavior is certainly not acceptable by end user.

usually “_args.caller().updateWorkflowControls();” will do this. Possible I missed something. But for its solution I add following code snippet for data set refresh that works for me.

dssRfpTable tableBuffer = _args.record();
FormDataSource custInvoiceTableDataSource;
custInvoiceTableDataSource = FormDataUtil::getFormDataSource(tableBuffer);

 

if (custInvoiceTableDataSource)
{
custInvoiceTableDataSource.research(true);
custInvoiceTableDataSource.refresh();
}

Custom lookup field and group reference field D365 for finance and operations

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Hi all following code snippet for custom lookup. Copy the onlookup event handler and copy in extension class and the following code snippet

 

Field based

[FormControlEventHandler(formControlStr(Txxxx, Txxxx_ChildName), FormControlEventType::Lookup)]
public static void xxxxx_DssChildName_OnLookup(FormControl sender, FormControlEventArgs e)
{
Query query = new Query();
QueryBuildDataSource qbds;
QueryBuildDataSource qbdsJoin;
SysTableLookup sysTableLookup = sysTableLookup::newParameters(tableNum(DirPartyTable), sender);

qbds= query.addDataSource(tableNum(DirPartyTable));
qbdsJoin= qbds.addDataSource(tableNum(DirPartyRelationship));
//qbdsJoin.relations( false);
//qbdsJoin.fields().dynamic(NoYes::Yes);
// hcmWorkerCaller = HcmWorker::find(currentWorker());
// qbds.addRange(fieldNum(DirPartyTable, RecId)).value(int642Str(HcmWorker::find(currentWorker()).Person));
qbdsJoin.addRange(fieldNum(DirPartyRelationship, parentparty)).value(int642Str(HcmWorker::find(currentWorker()).Person));
qbdsJoin.addLink(fieldNum(DirPartyTable, RecId), fieldNum(DirPartyRelationship, childparty));
qbdsJoin.joinMode(JoinMode::InnerJoin);

sysTableLookup.parmQuery(query);
sysTableLookup.addLookupfield(fieldNum(DirPartyTable, Name), true);
sysTableLookup.addLookupfield(fieldNum(DirPartyTable, RecId));
sysTableLookup.performFormLookup();

FormControlCancelableSuperEventArgs event = e as FormControlCancelableSuperEventArgs;
event.CancelSuperCall();

}

Reference based is as follow

[FormControlEventHandler(formControlStr(xxxxx, Txeee_dddd), FormControlEventType::Lookup)]
public static void ddddee_DSSPerson_OnLookup(FormControl sender, FormControlEventArgs e)
{

Query query = new Query();
QueryBuildDataSource qbds;
QueryBuildDataSource qbdsJoin;
SysReferenceTableLookup _sysTableLookup = SysReferenceTableLookup::newParameters(tableNum(DirPartyTable), sender);

qbds= query.addDataSource(tableNum(DirPartyTable));
qbdsJoin= qbds.addDataSource(tableNum(DirPartyRelationship));
//qbdsJoin.relations( false);
//qbdsJoin.fields().dynamic(NoYes::Yes);
// hcmWorkerCaller = HcmWorker::find(currentWorker());
// qbds.addRange(fieldNum(DirPartyTable, RecId)).value(int642Str(HcmWorker::find(currentWorker()).Person));
qbdsJoin.addRange(fieldNum(DirPartyRelationship, parentparty)).value(int642Str(HcmWorker::find(currentWorker()).Person));
qbdsJoin.addLink(fieldNum(DirPartyTable, RecId), fieldNum(DirPartyRelationship, childparty));
qbdsJoin.joinMode(JoinMode::InnerJoin);

_sysTableLookup.parmQuery(query);
_sysTableLookup.addLookupfield(fieldNum(DirPartyTable, Recid));
_sysTableLookup.addLookupfield(fieldNum(DirPartyTable, Name));
//, true);
// _sysTableLookup.addLookupfield(fieldNum(DirPartyTable, recid));
_sysTableLookup.performFormLookup();

FormControlCancelableSuperEventArgs event = e as FormControlCancelableSuperEventArgs;
event.CancelSuperCall();
}

 

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