Electronic reporting by example: Create a new Bank file definition

Thomas Widmer's D365 Blog

Electronic Reporting seems to be an integral part of the future of Dynamics 365 that can be used for importing and exporting data of all kinds above and beyond the capabilities of the static data entities, so it is worth finding out how this works.
In the following we will do this by example.

Online ressources

As a starting point there is standard microsoft documentation and this great blog with detaillied instructions:

High level overview for creation of new Bank file

  1. Extend a preexisting bank format
  2. Define new export format – Constants
  3. Define new export format – Data fields
  4. Add transformations for correct formatting
  5. Add new calculated fields
  6. Calculate total fields
  7. Add user input parameters
  8. Add validations for readable errors
  9. Activate

BACS: 1. Extend a preexisting bank format

It is always easier to start based on preexisting work instead of starting from scratch, so to create a new…

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Posted by on February 17, 2020 in Uncategorized


Filter product dimensions

Filter product dimensions

Dynamics Ax

Sometimes it’s necessary to filter an inventDim record and only get the active product dimensions. This can be useful if you, for example, define additional data for an item and its product dimensions and have to call this data in a sales order line where the associated inventDim record also contains storage dimensions like site and warehouse.

In this case you want to strip out the unwanted dimensions from the inventDim record which you can do by using following code:

2020-02-01 15_07_36-InventDim _ InventDim filtern _ Produktdimensionen - OneNote

Basically you define a new inventDim buffer, transfer the data from your current inventDim record and find the active dimensions for the specific item. After that is done you can clear all dimensions which are not active and search for the correct inventDim record.

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Posted by on February 17, 2020 in Uncategorized




Dynamics Ax

This is a small code snippet which shows off an example of a join within a query.


You can join as many tables as you would like. In this example i joined the table “EcoResColor” and “EcoResProductMasterColor”.

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Posted by on February 17, 2020 in Uncategorized


Call a filtered form with x++

Call a filtered form with x++

Really nice want to reblog it on my blog

Dynamics Ax

If you want to call a form which is prefiltered you have multiple options to do so.

You can of couse use a menu item but you can also achieve this with code.

In this example we want to show all contacts which are connected to the selected customer on the address form. The idea is to create a button and call the contact form prefiltered with the current customer.

First of all you need a button on your form which is your entry point to the logic behind it. Ideally this is an unbound button-control without fancy details other than a label.


The actual logic is placed in an eventhandler. Best bet is to subscribe to the clicked-event.


As you can see the logic itself is quite simple. We get the current dirPartyTable record with the dirPartyLocation, pass it to args and call the menu item of the contacts…

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Posted by on February 17, 2020 in Uncategorized


If you ever wondered how to manipulate a query which manages the data of a form, there is an easy way of doing this using CoC. In this example a customer wanted the contacts, that are shown in the lookup for the customers, limited to contacts who are not already assigned to an address in […]

via CoC form query — Dynamics Ax

CoC form query — Dynamics Ax

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Posted by on February 17, 2020 in Dynamics 365 for Operations


What Is PowerApps

PowerApps is the collections of apps, services, connectors and different data platform which provides rapid application development environment to build a custom apps.

Using this PowerApps we can build custom business apps as per our business requirements.
These PowerApps custom application support the different online and on-premise data sources like (Excel, Office 365Share Point, dynamics 365, SQL Server etc).
Using this PowerApps application we can transform our manual business processes to digital , automated processes.

These PowerApps can run easily on browser and mobile devices.
It’s a new feature to build a business apps without coding.
It’s also provides a platform to developers to interact with data and metadata.

using PowerApps we can create three types of apps:
1. canvas :  Start with blank apps.
2. model-driven : Start with data model first.
3. portal : Used to create external website.

Common Data Service : is the data platform that comes with PowerApps and allows you to store and model business data.
It’s the platform on which Dynamics 365 applications are built;
if you’re a Dynamics customer, your data is already in the Common Data Service.

For more information visit Microsoft site.

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Posted by on February 17, 2020 in PowerApps, Uncategorized


DataTable list with Create, Edit and Delete In PowerApps

In this post  one Datatable and displaying a entity record.

Take the three icon for CreateEdit and Delete.
For Edit and Delete operation first select the DataTable record and performing the respective operation.

Design the screen as:
Create one screen name as Home add the Datatable, select the Datasource for Datatable to displaying the records.

1. For Create Record add FxExpression as:
    NewForm(Form1);Navigate(‘Edit Records’)
Edit Records = Screen name,
Form1 = Edit record screen Form name.

2. For Edit create one screen with Edit Form, select the data source for record.
On select of Edit icon for OnSelect event add FxExpression as
    EditForm(Form1);Navigate(‘Edit A Record’, None)
Edit A Record = Screen name

3. For Delete icon just add the FxExpression as:
    OnSelect event = Remove([@’Pwer Apps’], DataTable1.Selected); Notify(“Record Deleted”)
Pwr Apps = entity name.

4. For Referesh icon add a FxExpression as:
    Onselect = Refresh(‘Pwer Apps’)
Pwer Apps = entity name

Select any record from DataTable and click on Edit and Delete icon, it will perform respective operation.

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Posted by on February 17, 2020 in PowerApps, Uncategorized

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