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Category Archives: Dynamics AX

Create security role in D365 Finance and operation

In D365 Finance and Operations when you need to provide and restrict users from a certain operation you can make use of security roles. You can create security roles from Finance and operations environment itself or from its development tool i.e Visual Studio. In this blog, we are going to create a security role in … Continue reading Create security role in D365 Finance and operation

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x++ code to import data from excel to D365 FnO

We can also import data through code in D365 FO. Data import through code in D365 works differently than Ax2012 since cloud services.  Import Class we are trying to import data from Excel to D365FO through the following code.   using System.IO; using OfficeOpenXml; using OfficeOpenXml.ExcelPackage; using OfficeOpenXml.ExcelRange;   class EmplAttendance { public void run() … Continue reading x++ code to import data from excel to D365 FnO

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Customize Purchase order approval status

In the case of D365 Finance and Operations when you approve purchase requisition by default system creates Purchase order with approval status as “Approved” as follows     To change this default behavior of system such that once purchase requisition is approved the approval status of the purchase order as a draft you can use the … Continue reading Customize Purchase order approval status

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Develop Custom Workflow:Counting Journals workflow

In this blog, you will learn how to develop a custom workflow that is not present out of the box in D365 Finance. For this blog I’m creating a workflow for Counting Journal (Inventory management>>Journal Entries>>Item Counting>>Counting) because there is no such workflow for inventory management module. The followings are steps that are to be … Continue reading Develop Custom Workflow:Counting Journals workflow

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How to Add Workflow form for D365 finance and Operation modules

In D365 Finance and Operation for some modules, there is no Workflow setup. eg:- Inventory management module. In such a case, we need to perform the following steps after which you can see the workflow setup form which will include all the workflows for that specific module. First, we need to add the Display menu … Continue reading How to Add Workflow form for D365 finance and Operation modules

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Overview of Modern POS with Retail Store Scale Unit (RSSU)

Retail Store Scale Unit allows retailers to sell products within store locations that have internet connectivity issues, where it fails to connect with headquarters (HQ). Retail Store Scale Unit support both Modern POS and Cloud POS within the store. MPOS with Retail Store Scale Unit allows users to perform cross-terminal scenarios across multiple POS devices, … Continue reading Overview of Modern POS with Retail Store Scale Unit (RSSU)

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RSAT (Regression Suite Automation Tool ) implementation and configuration for Finance and Operations

Purpose The Regression suite automation tool (RSAT) significantly reduces the time and cost of user acceptance testing. This tool enables functional power users to record business tasks using the Finance and Operations Task recorder and convert these recordings into a suite of automated tests without the need to write source code. Test libraries are stored … Continue reading RSAT (Regression Suite Automation Tool ) implementation and configuration for Finance and Operations

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How To Enable / Disable Maintenance mode Using SQL query in Dynamics 365 for Finance & Operations

In finance and operations for making any changes in License configuration form, you need to enable maintenance mode and after making desirable changes you need to disable to this mode. You can enable or disable maintenance mode using SQL query as well as command prompt. In this blog, we are performing this operation using the … Continue reading How To Enable / Disable Maintenance mode Using SQL query in Dynamics 365 for Finance & Operations

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How to create Dynamics 365 Finance & Operations (formerly Dynamics AX) connection in SSIS

Introduction: Creating a Connection is one of the first Steps during the integration of data. While performing Integration with Dynamics AX or more specifically Dynamics 365 for Finance and Operations create a connection using the following steps. Step 1: Right Click on Connection Managers and click on New Connection Manager. Step 2: Configure your AX … Continue reading How to create Dynamics 365 Finance & Operations (formerly Dynamics AX) connection in SSIS

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Move database from sandbox to development in D365 Finance and Operations

Hello, In this blog I am going to demonstrate how to move database from sandbox to development environment. In some cases, there might be a situation where you need to debug the code with production data. For this, first we need to move database from production to sandbox with refresh database  in LCS as shown … Continue reading Move database from sandbox to development in D365 Finance and Operations

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