Engineer / Solution Architect / Dynamics 365-AX Technical Consultant / Instructor (MCT)

The possibility to color individual records is one Dynamics AX feature that can improve user experience. Normally, people like to see a reasonable number of colors in the interface they use. This makes their daily tasks not so boring. One of the common requests is to emphasize the importance of disabled records, for example, terminated employees or stopped customers by displaying their records in a different color, normally red. An opposite example could be to show processed records like posted journals or invoices sales orders, let’s say in green. In this recipe, we will color locked-in-journal accounts in the Chart of accounts form.

How to do it…

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Go to the Main Table Form is a feature of Dynamics AX, which allows users to jump to the
main record just by right-clicking on the field and selecting the Go to the Main Table Form
option. It is based on table relations and is available for those controls whose data fields have
foreign key relationships with other tables.
Because of the data structure integrity, this feature works most of the time. However, when it
comes to complex table relations, it does not work correctly or does not work at all. Another
example of when this feature does not work automatically is when the form control is not bound
to a table field. In such situations, Go to the Main Table Form has to be implemented manually.
In this recipe, to demonstrate how it works, we will modify the Business relations form in the
CRM module to make sure that the Employee filter at the top of the form allows users to use
the Go to the Main Table Form feature from the context menu.
How to do it…

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The exporting to an XML file recipe has already explained the importance of XML in Dynamics
AX, and how XML documents could be used for exporting data from the system.
In this recipe, we will continue about XML. We will create a piece of code that reads XML files.
As a source file, we will use the previously created accounts.xml file.

How to do it…

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Query objects are used to visually build SQL statements. They are used by Dynamics AX
reports, views, forms, and other objects. Normally queries are stored in AOT, but they can also
be created from code dynamically. This is normally done when visual tools cannot handle
complex and dynamic queries. In this recipe, we will create one dynamically from code.
As an example, we will build a query that selects all active customers who belong to group 10
and have at least one sales order.

How to do it…
1. Open AOT, create a new job called CustTableSales, and enter the following code:

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