D365 Finance and Operations Archives | Page 2 of 13 | Cloudfronts - Microsoft Dynamics 365 | Power BI | Azure - Page 2

Category Archives: D365 Finance and Operations

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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Deploy SSRS reports through Windows Powershell in Dynamics 365 Finance and Operations

Introduction:In this blog, we will see how to deploy SSRS reports in Microsoft Dynamics 365 Finance and Operations   Solution:  For on-prem environment, we will open Windows PowerShell in administrator mode and run the below scrip step by step. cd C:\AOSService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\ .\DeployAllReportsToSsrs.ps1 For online Cloudhosted/Dev environment, we will run below mentioned script cd k:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\ .\DeployAllReportsToSSRS.ps1 -PackageInstallLocation “k:\AosService\PackagesLocalDirectory” It … Continue reading Deploy SSRS reports through Windows Powershell in Dynamics 365 Finance and Operations

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Item Master Data Mass uploading via Data Management in Dynamics 365 Finance and Operations

Item Master Data Mass uploading via Data Management In the world of data management, it has become essential that the business users are provided solution for mass data uploading. Where the data is managed by very less expert users who’re required to upload and download data in bulk at very less given time. Today I … Continue reading Item Master Data Mass uploading via Data Management in Dynamics 365 Finance and Operations

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Your connection is not private | NET::ERR_CERT_DATE_INVALID Error in D365 Finance and Operations

As seen in title when error “Your connection is not private | NET::ERR_CERT_DATE_INVALID” occured which seems as follows in screenshot when you try to open environment link in browser. The reason for above error in my case was that SSL certificate was expired as you can see in following screenshot To solve this issue go … Continue reading Your connection is not private | NET::ERR_CERT_DATE_INVALID Error in D365 Finance and Operations

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Rest API GET call in JSON format in Dynamics 365 Finance and Operations

Introduction: In this blog, we will see how to get response from Rest Api through GET call Solution:  Consisting of basic authentication, we will pass username and password in byteStr and for the endpoint we will put it in url in below code. class CFSJSTestRestAPI { public static void main(Args _args) { int find; str … Continue reading Rest API GET call in JSON format in Dynamics 365 Finance and Operations

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