Tag Archives: d365 f&o

Power BI, X++

Pass the parameter from D365 FO to Power BI Embedded and Filter records in Power BI

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Requirement – User will open power bi embedded in Microsoft Dynamics 365 for finance and operations. Pre-filtered data of vendor purchase invoices should come only for those warehouses which are tagged to current user or running user id.

Solution – In D365 FO we use class- PBIReportControllerBase to call a Power BI embedded report. The class PBIReportControllerBase contains below methods. The method basicFilters() can be utilized to filter your Power BI datasets with the help of class PBIReportBasicFilter

In standard there are 2 classes – FMPBIReportsController (Model – Fleet Management) & LedgerCFOWorkspaceEmbeddedController. Here, Microsoft is filtering power BI Record set based on selected values (Please make a note – table name and column name should be same as Power BI Report dataset and column name Not your aggregate measure or AX DW tables and column)

So, in our case we are filtering dataset based on warehouse tagged with current users

Cheers,

Piyush Adhikari

Tips & Tricks, X++

Combine & Merging images to a single image using X++ & C# Dot Net Libraries

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How to Merge Two Brands: Successful M&A

Requirement – The requirement is to combine and merging images to a single image using X++ & C# Dot Net Libraries in Microsoft Dynamics 365 finance and operation.

Classes & Libraries –

System.Drawing.Bitmap
System.Drawing.Image
System.Drawing.Graphics
System.Drawing.Imaging.ImageFormat
System.Drawing.Color

Sample Code –

str jpg1 = @”c:\images.jpeg”;
str jpg2 = @”c:\images2.jpeg”;
str jpg3 = @”c:\image3.jpg”;

System.Drawing.Image img1 = System.Drawing.Image::FromFile(jpg1);
System.Drawing.Image img2 = System.Drawing.Image::FromFile(jpg2);

int width = img1.Width + img2.Width;
int height = System.Math::Max(img1.Height, img2.Height);

System.Drawing.Bitmap img3 = new System.Drawing.Bitmap(width, height);

System.Drawing.Graphics g = System.Drawing.Graphics::FromImage(img3);

g.Clear(System.Drawing.Color::Black);
g.DrawImage(img1, new Point(0, 0));
g.DrawImage(img2, new Point(img1.Width, 0));

g.Dispose();
img1.Dispose();
img2.Dispose();

img3.Save(jpg3, System.Drawing.Imaging.ImageFormat::Jpeg);
img3.Dispose();

X++

D365 FO : Developing Business Events with X++ from scratch

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Microsoft Dynamics AX/D365 F&O Technical blog

Business events provide a mechanism that allow external system receives notifications from Microsoft Dynamics 365 Finance and operations. For example – When you are posting a purchase invoice then you can send notifications/ payload / message to an external system.

You can use existing standard business events which are available in the D365 FO or you can also develop and customize new business events as per your need.

There are 2 ways you can consume business events . 1. Power automate (Microsoft Flow) 2. Azure messaging services.

Scenario – In this example, I am going to show you how we can develop a new custom business event from scratch. In my scenario, business event in D365 FO should be triggered when a user is posting purchase invoice in Microsoft dynamics 365 for finance and operations.

There a 2 standard and base classes which i will use to develop custom business events –

  1. BusinessEventsContract ( Use for developing/defining payload message)
  2. BusinessEventsBase ( Use for triggering custom business event)

Create a PAAPurchInvoiceJournalPostBusinessEventContract class

[DataContract]
class PAAPurchInvoiceJournalPostBusinessEventContract extends BusinessEventsContract
{
private VendAccount vendAccount;
private PurchId purchid;
private InvoiceId invoiceId;

private void initialize(VendInvoiceJour _vendInvoiceJour)
{
vendAccount = _vendInvoiceJour.OrderAccount;
purchid = _vendInvoiceJour.PurchId;
invoiceId = _vendInvoiceJour.InvoiceId;
}

public static PAAPurchInvoiceJournalPostBusinessEventContract newFromVendInvoiceJour(VendInvoiceJour _vendInvoiceJour)
{
PAAPurchInvoiceJournalPostBusinessEventContract contract = new PAAPurchInvoiceJournalPostBusinessEventContract();
contract.initialize(_vendInvoiceJour);
return contract;
}

private void new()
{
}

[DataMember(‘VendAccount’), BusinessEventsDataMember(‘VendAccount’)]
public vendAccount parmvendAccount(vendAccount _vendAccount = vendAccount)
{
vendAccount = _vendAccount;
return vendAccount;
}

[DataMember(‘PurchId’), BusinessEventsDataMember(“PurchId”)]
public PurchId parmPurchId(PurchId _purchId = purchId)
{
purchId = _purchId;
return purchId;
}

[DataMember(‘InvoiceId’), BusinessEventsDataMember(“InvoiceId”)]
public InvoiceId parmInvoiceId(InvoiceId _invoiceId = invoiceId)
{
invoiceId = _invoiceId;
return invoiceId;
}

}

Create a PAAPurchInvoiceJournalPostBusinessEvent class

[BusinessEvents(classStr(PAAPurchInvoiceJournalPostBusinessEventContract),
“Custom Vendor Invoice Post Business Event”,
“This business event is triggering during the time purchase invoice posting”,ModuleAxapta::AccountsPayable)]
class PAAPurchInvoiceJournalPostBusinessEvent extends BusinessEventsBase
{
private VendInvoiceJour vendInvoiceJour;

static public PAAPurchInvoiceJournalPostBusinessEvent newFromVendInvoiceJour(VendInvoiceJour _vendInvoiceJour)
{
PAAPurchInvoiceJournalPostBusinessEvent businessEvent = new PAAPurchInvoiceJournalPostBusinessEvent();

businessEvent.parmVendInvoiceJour(_vendInvoiceJour);
return businessEvent;
}

private VendInvoiceJour parmVendInvoiceJour(VendInvoiceJour _vendInvoiceJour = vendInvoiceJour)
{
vendInvoiceJour = _vendInvoiceJour;
return vendInvoiceJour;
}

private void new()
{
}

[Wrappable(true), Replaceable(true)]
public BusinessEventsContract buildContract()
{
return PAAPurchInvoiceJournalPostBusinessEventContract::newFromVendInvoiceJour(vendInvoiceJour);
}

}

you must add below block of code in purchase invoice posting routine class. Also business must be activated or enabled in that company. Business event will trigger when purchase invoice posting will take place.

VendInvoiceJour vendInvoiceJour = this; // vendInvoiceJour buffer

if(BusinessEventsConfigurationReader::isBusinessEventEnabled(classStr(PAAPurchInvoiceJournalPostBusinessEvent)))
{
PAAPurchInvoiceJournalPostBusinessEvent::newFromVendInvoiceJour(this).send () ;

}

Build your project solution and navigate to path -[System administration–> Setup –> Business Events –> Business Events Catalog] to see and activate your business event.

Tips & Tricks

Archive inventory transactions (Purge InventTrans) in Microsoft Dynamics 365 for finance and operations

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As we know, “InventTrans” table is one of the largest table in Microsoft D365 for finance and operations and this table keep growing through out the ERP lifecycle and consume more space. BUT ! here is the good news that Microsoft has released a standard feature and a standard batch job to archive inventory transactions and purge InventTrans table data.

Here is the Microsoft document link – https://docs.microsoft.com/en-us/dynamics365/supply-chain/inventory/archive-inventory-transactions

cheers,

Piyush Adhikari

Tips & Tricks, X++

D365 FO – Create deep links, shareable, secured URLs in Microsoft Dynamics 365 for finance & operations

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A complete guide to mobile app deep linking | Adjust

What is deep links in Microsoft Dynamics 365 for finance and operation? Deep links are shareable and secures URLs to a specific form. Optional filters can be passed so that when user will open the deep link and navigate to a specific form then it will show filtered data ore records. In Microsoft D365 FO, below library – Microsoft.Dynamics.AX.Framework.Utilities.UrlHelper.UrlGenerator is used to generate deep links using X++ .

Sample Code – Below is the sample code of developing & generating deep links for D365 FO forms and records using filter and ranges in form data source. In below example, i am generating the sharable URL (deep link ) of a form – CustAccount and applying a “CustAccount” filter on custTable datasource. 

using Microsoft.Dynamics.AX.Framework.Utilities; // setting library/Dll reference

class DeepLinkTest
{
    public static void main(Args _args)
    {
        MenuItemNameDisplay menuItemName                = menuItemDisplayStr(CustTable);  // customer form
        MenuItemType        menuItemtype                = MenuItemType::Display;
        str                 filterformDataSource        = formDataSourceStr(CustTable, CustTable);  // filer datasource
        str                 filterFormDataSourceField   = fieldStr(CustTable, AccountNum); // filter field

        UrlHelper.UrlGenerator generator = new UrlHelper.UrlGenerator();
        System.Uri currentHost = new System.Uri(UrlUtility::getUrl());
 
        generator.HostUrl = currentHost.GetLeftPart(System.UriPartial::Authority);
        generator.Company = curExt();
        generator.MenuItemName = menuItemName;
        generator.MenuItemType = menuItemtype;
        generator.Partition = getCurrentPartition();
        generator.EncryptRequestQuery = true; 
        if(filterformDataSource)
        {
            UrlHelper.RequestQueryParameterCollection requestQueryParameterCollection;
 
            requestQueryParameterCollection = generator.RequestQueryParameterCollection;
            requestQueryParameterCollection.UpdateOrAddEntry(filterformDataSource, filterFormDataSourceField, "CustAccount"); // applying filter
        } 

        System.Uri fullURI = generator.GenerateFullUrl();
 
        Info(fullURI.AbsoluteUri); // getting deep link
    }

}

Integeration(REST/SOAP/JSON), Tips & Tricks, X++

D365 FO:JSON Creation & SERIALIZATION Using FormJsonSerializer & X++

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    Requirement

    SON CREATION & SERIALIZATION USING FORMJSONSERIALIZER & X++ in Microsoft Dynamics 365 for finance and operations.

    Format Of Output JSON String & Message

    {"itemCategory":123456,"itemClassification":"A","itemCode":"ItemXYZ","itemGroup":"ItemGroup","itemname":"ItemXYZ Name","onDate":"/Date(1597363200000)/","Optimized":"Yes","site":"SiteCode"}
    Continue reading D365 FO:JSON Creation & SERIALIZATION Using FormJsonSerializer & X++ →
    Number Sequence, X++

    D365 FO – Generate next Number sequence in X++ using NumberSeq Class

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      Requirement – D365 FO – GENERATE NEXT NUMBER SEQUENCE IN X++ USING NUMBERSEQ CLASS

      Continue reading D365 FO – Generate next Number sequence in X++ using NumberSeq Class →
      Tips & Tricks, X++

      ‘RunAs’ function & method in Dynamics 365 Finance & Operations

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        Introduction:

        There are some scenarios in Microsoft Dynamics 365 finance and operations where we need to run X++ program or code or business operation on the behalf of different userId other than current userId.

        In my case, my X++ program of D365 finance and operations should always run under the userId- ADMIN . I can use ‘RunAs’ function & method in Dynamics 365 Finance & Operations.

        Sample Code:

        class AcxSharepointIntegeration
{
    public static container download(container _parms)
    {
        RunAsPermission perm;
        perm = new RunAsPermission("Admin");
        perm.assert();
        Container returncontainer = runAs("Admin", classnum(AcxSharepointIntegeration), "get", _parms);
        CodeAccessPermission::revertAssert();
        return returncontainer;
    }

    public static container get(container _parms)
    {
        container con;
        // Your business Logic
        return   con; 
    }

        class AcxSharepointIntegeration
        {
        public static container download(container _parms)
        {
        RunAsPermission perm;
        perm = new RunAsPermission(“Admin”);
        perm.assert();
        Container returncontainer = runAs(“Admin”, classnum(AcxSharepointIntegeration), “get”, _parms);
        CodeAccessPermission::revertAssert();
        return returncontainer;
        }

        public static container get(container _parms)
        {
        container con;
        // Your business Logic
        return con;
        }

        SQL, Tips & Tricks, X++

        D365 FO : SQL Connection & Access of production environment Using X++

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        • Introduction – In earlier version of Microsoft Dynamics AX, Customer and partner had full control and access of Microsoft SQL Server and they were able to connect to Microsoft SQL Server of production server.Customer and partner were also able to use SSMS (SQL Server Management Server) in Microsoft Dynamics AX Production for querying and executing direct SQL Statements in certain scenarios.
        • But In Microsoft Dynamics 365 finance and operation Cloud & SaaS (Software as a service application) model , you cannot connect to Microsoft SQL server of production and you don’t have any access of production server SQL.
        • Only Microsoft has full control of production servers and responsible for tasks like maintenance, backups etc.
        • Customer is using LCS (Life cycle services) for deployments, service upgrades etc.
        • It is not recommend to execute direct SQL statement in SQL server of production but still in certain scenarios we need it.
        • Steps to connect SQL server of Microsoft Dynamics finance and operations production environment and executing SQL statements directly using X++
        • In this example, login to visual studio and create a runnable class in Microsoft D365 finance & operations.

        • Write the below code, for SQL update and delete command execution in production server SQL database.
        • Above piece of code works just fine when you are executing SQL update or delete statements or commands. But in some scenarios, we have to use SQL select commands or statements directly in production SQL.
        • In below screenshot and code i am showing how can we execute direct SQL statement and command.
        • The difference bewtween update/delete & select sql statement is that in select i am using method statement.executeQuery(sqlStr) whereas in update/delete SQL statement i am using statement.executeUpdate(sqlStr).
        • In this way we can execute SQL update, delete, select etc statements and commands in the production SQL database of Microsoft dynamics 365 finance and operations using X++.
        • Also read my post on D365/AX7:Connect To An External SQL Database Using X++.