Category Archives: D365 Finance and Operations

Create new aggregate measurement / Entity store in D365 Finance and Operation to be consumed in Power BI report in D365 Finance and Operations

In D365 there are several option to export/Import data like Data Entities, BYOD, Aggregate measurements/Entity store. In this blog we will learn How to create entity store in D365 Finance and operations. Aggregate Measurements/Entity Stores are use to create Power Bi reports with nearly Live data where user have option to set its recurrence that … Continue reading Create new aggregate measurement / Entity store in D365 Finance and Operation to be consumed in Power BI report in D365 Finance and Operations

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Import CSV file in D365 for Finance and Operation using X++

Below is a simple example for importing data from CSV file in D365 FO using X++: /// <summary> /// import color code /// </summary> class CFSImportColorCode {     /// <summary>     /// main     /// </summary>     /// <param name = “_args”>_args</param>     public static void main(Args _args)     {         AsciiStreamIo                       file;         Array                               … Continue reading Import CSV file in D365 for Finance and Operation using X++

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How to delete workspace from TFS Visual Studio

Introduction: In this blog, we will see how we can delete any of the TFS workspace which is assigned to different user Even if tried to remove/delete the workspace from Visual Studio, We’re unable to map existing workspace to new user.   In such scenario, It is necessary to delete the workspace explicitly while getting the … Continue reading How to delete workspace from TFS Visual Studio

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“Cannot delete a record in batch job(BatchJob). The corresponding AOS validation failed “while deleting batch job

while you want to delete batch job in Finance and operation you may have faced error as follows “Cannot delete a record in batch job(BatchJob). The corresponding AOS validation failed”.                This blog will be helpful to resolve this issue, just follow mentioned steps. Go to batch job(system administation … Continue reading “Cannot delete a record in batch job(BatchJob). The corresponding AOS validation failed “while deleting batch job

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Enable/Disable & Visibility an Action pane button on a list page using interaction class in D365

Introduction: In this blog, we will see how we can enable/disable or change the visibility of the form control in interaction class. Standard behavior of the form, system does not allow us to write code on form which comes under form template -> List page It Seems like below attached image (Here we will consider form … Continue reading Enable/Disable & Visibility an Action pane button on a list page using interaction class in D365

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Change planned purchase order status as draft insted of default approved

When we create purchase order using planned order its default approval status will be approved as displayed in screenshot. To change that status to draft write following code where we will change its status to draft and further code to is to remove version of purchase order which necessary to make delete button enabled on … Continue reading Change planned purchase order status as draft insted of default approved

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Change RFQ purchase order status as draft insted of default approved

When we create purchase order using RFQ its default approval status will be approved. To change that status to draft write following code where we will change its status to draft. create new class and add following code class CFSPOStatusRfq {     [PostHandlerFor(classStr(PurchAutoCreate_RFQ), methodStr(PurchAutoCreate_RFQ, endUpdate))]     public static void PurchAutoCreate_PurchReq_Post_endUpdate(XppPrePostArgs args)     {         //PurchTable  … Continue reading Change RFQ purchase order status as draft insted of default approved

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Financial Dimensions in Retail Stores and payment methods in D365 Commerce and Retail

Overview: As we are aware that Financial Dimensions are available for user to identify the posting routine of payments, sales, purchases etc in the ledger account. These values are selectable / mandatory at all checkpoints on D365 FNO. However, in retail we would have to configure the financial dimensions in Retail Store or Payment Methods … Continue reading Financial Dimensions in Retail Stores and payment methods in D365 Commerce and Retail

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List of security roles for current user | D365FO

Introduction: In this blog, we will see how we can get a list of security roles assigned to a current user  Solution:  UserInfo userInfo; SecurityRole securityRole; SecurityUserRole securityUserRole; while select securityRole exists join securityUserRole where securityUserRole.SecurityRole == securityRole.RecId exists join userInfo where userInfo.id == securityUserRole.User && userInfo.id == curUserId() { info(securityRole.name); } Thanks for reading !!!

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Duplicate address record entry through Data entity in Dynamics 365 Finance and Operations

Introduction:In this blog, we will see how to allow system for accepting duplicate addresses of customer, vendor or any other, through doing bit change in Data Entity  Solution:For allowing duplicate entries we will create one field in LogisticsPostalAddress. Here field name is as IsCreateFromEntity. Field-IsCreateFromEntity will be used as flag, type of boolean / NoYesId (EDT). … Continue reading Duplicate address record entry through Data entity in Dynamics 365 Finance and Operations

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