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Deep links available in every form


Thomas Widmer's AX Blog

Ievgen Miroshnikov gave me the idea and Microsoft also has some information here.

The following extends the standard button available in every Dynamics 365 for Finance and Operations form to provide the deep link to the currently select record of the primary form data source.

Copy the link and share it. The recipient will jump directly to the currently selected record.

(I wonder why Microsoft doesn’t provide this in standard D365FO – this is actually what you would expect from the button.)

Snap079660

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Posted by on November 4, 2017 in Uncategorized

 

Dynamics 365 for Operations – Determine table/field/datasource name on form and query of data


If you see a field in Dynamics 365 for Operations and need to navigate out to it, you can do the process in Figure 1 below. You right click on the field of interest, hover over ‘Form information’ option, and then click the ‘Form Name: ….’ option.

You’ll see the ‘Form name’ window appear which contains a wealth of information. It shoudl be fairly similar but you will notice a few additions. In Figure 2 below, you’ll see:

  • Control Information
    • Datasource = the name of the datasource (not the table name but generally is. The table name ‘should’ be fairly similar. You’ll want to look for the query statement to confirm)
    • Data field = the name of the datasource field (generally table field name)
  • Form Information
    • Form name = the form that the menu item is tied to
    • Menu item name = the name of the menu item as it is in the AOT
    • Menu item display = the type of the menu item (display/output/action)
  • Query Statement
    • The query for the datasource. This is nice to see on the front end. No need to dig for it in the back end with the QueryBuildDataSource in code.

Hope this helps!

Figure 1 – Navigation to the form information

 

Figure 2 – The information on the form information
 

Controlling Personalization options for specific users in Dynamics AX


Syed Rafay Ali

Personalization tool is a very useful option for users to personalize various screens based on what they would like the screens to look like.

This functionality allow every users to be able to personalize screens, it is sometimes required to disable this option or even give some users explicit personalization options for certain users, based on what type of users of the system they are.

For example, let us say you are configuring a vendor(External) user in your Dynamics AX environment, to provide them access to the Vendor portal, but you obviously do not want to them to be able to personalize screens to add any data fields which you do not want them to see.

The vendor user is setup as shown below, with Vendor (External) security role.

vendor-user

In the new Dynamics AX, you can control user specific personalization options under System Administration > Setup > Personalization. All you…

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Posted by on May 5, 2017 in Uncategorized

 

Where is Source code located in Dynamics 365 for operations!


 With Dynamics 365 for Operations (D365Ops), there is so much change from its immediately previous version. And one such major change is done in How the Source code is saved?

If you have every worked in AX2009, you know that the source code is saved in files in a specific file location in the AOS server. Now with D365Ops, Microsoft has fallen back to the concept of storing the files in filesystem instead of a database (model database in AX2012 used to hold all the code base).

And the developers working with D365Ops, the primary question is where & how the source code is kept & handled.

Where to find the Source code:
The application code for Dynamics 365 for operations is stored in File system, usually in a directory named PackageDirectory. You can find the details on the configuration related to AOS in a web.config file.

Steps to follow:

  1. Open IIS and go to the Sites\AOSService (in case you missed, AOS is a web service with D365Ops).
  2. Right click > Explore
  3. You should be directed to a folder (to J:\AosService\WebRoot if you are using MS demo environments)
  4. Now search for the web.config file and open it.
  5. Search for a keyword – “Aos.PackageDirectory” and you should be able to find the value for the Package directory.
  6. It should be J:\AosService\PackagesLocalDirectory (if you are using MS demo environments)





How is the Source code updated in the File system:
Now if we try to look into how the code is stored in the File system. In the above identified PackageDirectory, you will find that there are individual folders to consist the code changes for each Model.

The simplest way to understand the structure is to create your own model and verify the below:

  1. Look for the folder relevant to your newly created model (in my case, APM)
  2. Under path //PackageLocalDirectory/APM/APM– you will observe that there are #78 new folders created for each element type in the AOT. All with a subfolder Delta which is going to store the changes made.
  3. And under path //PackageLocalDirectory/APM/Descriptor – you will find a config file storing the information about your model.
  4. And under path //PackageLocalDirectory/APM/XPPMetadata – the metadata information about the AOT objects is stored.

I will write more about few AOT elements and the extensions introduced with D365Ops and we will look more into the structure and changes in the XMLs placed under Delta folder.

 

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Dynamics 365 – How to install the Microsoft Dynamics 365 Developer Toolkit


Hosk's Dynamic CRM Blog

wizard-hosk-install

I blogged about uninstalling the Microsoft Dynamics 365 Developer Toolkit and released I hadn’t explained how to install the Microsoft Dynamics 365 Developer Toolkit

If you want to learn what the developer toolkit is and why it’s useful, read this page

You can find manually download the toolkit here

Microsoft Dynamics 365 Developer Toolkit marketplace

The quickest way to install the Microsoft Dynamics 365 Developer Toolkit is straight from Visual Studio.

Go to Tools –> Extensions and updates

search for Microsoft Dynamics 365 Developer toolkit

install-developer-toolkit

Install

install-developer-toolkit-1

You will then be able to create Dynamics 365 projects and connect to Dynamics 365 projects.

I would recommend getting the latest version of the Dynamics 365 SDK and regularly update the Developer toolkit because it has a few bugs but they are fixing them regularly

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Posted by on May 1, 2017 in Uncategorized

 

Vendor Prepayment Functionality


I like your post and reblogging it on my personal blog.

Microsoft Dynamics AX

The primary objectives to have an ERP (Enterprise Resource Planning) application in the company is to manage and control its resources in organization. Vendor’s prepayments are common or a normal practice in daily business where some vendors request a prepayment (amount/percentage) before shipping the goods or services. MS Dynamics AX 2012 covers this business needs by offering Vendor Prepayment Function, you can track prepayments by defining the prepayment on a purchase order. Vendors can also create a prepayment invoice that is associated with a purchase order, this function was not covered in the previous versions of MS Dynamics AX.

Following are the steps involved with configuring and processing a prepayment for a purchase order, which include the following:

  1. Prepayment Configuration.
  2. Create the purchase order.
  3. Set up the prepayment.
  4. Post the prepayment.
  5. Make a payment.
  6. Settle the payment against the final invoice.

Prepayment Configuration

Vendor Posting Profile

Creates the vendor…

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Posted by on March 27, 2017 in Uncategorized

 

Doodle/Notes Control for AX7


Great post and I want reblog it becaue I am loving this post.

Finite Minds

As I’m in the process of learning what can and can’t be done in AX7, I’ve started porting a cloud-based forms system over to AX. One item I require is the ability to allow users to digitally sign documents using a pen or mouse, which is then “stamped” into the PDF document they are signing.

This requires some interesting JavaScript usage within an AX7 Extensible Control and I’ve learned quite a lot about how the Extensible Control Framework hangs together while doing so. In building the signature control I thought I’d give something back to the AX community and created a control that will no doubt be used extensively during those exciting project implementation meetings – a doodle control. Feel free to embed this into your own module or hide it as an Easter Egg if you want.

The basic container form code is shown below, and does nothing but…

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Posted by on March 23, 2017 in Uncategorized

 
 
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