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Tag Archives: Dynamics 365 Finance and Operations

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

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

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 !!!

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

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

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

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

How to resolve workflow editor error “Application cannot be started.Contact the application vendor”

Sometimes when you try to open workflow editor you receive error  as “Application cannot be started.Contact the application vendor” as shown in screenshot. this problem can be caused due to various versions of application are there on your system. Let see how to solve this problem :- First thing first make sure you are using … Continue reading How to resolve workflow editor error “Application cannot be started.Contact the application vendor”

How to create and apply workflow for purchase order in D365 finance and operations

In this blog we will learn how to create workflows in D365 finance and operation. For this blog we are taking example of Purchase order workflow. Which will allow us to create purchase order which is allocated to different persons for approval and review process. Navigate to Procurement and Sourcing >>Setup>>Procurement and Sourcing workflows, and … Continue reading How to create and apply workflow for purchase order in D365 finance and operations

Model import and export in D365 Finance and Operations using Powershell

When we want to move customization done on specific model from one environment to other development environment we need to export and import the model file. Steps for model import and export using PowerShell :- Open PowerShell in administrator mode. Change directory to the path of package bin folder. Export command:-.\ModelUtil.exe -export -metadatastorepath=C:\AOSService\PackagesLocalDirectory -modelname=”name of … Continue reading Model import and export in D365 Finance and Operations using Powershell

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