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

In this article, I will explain how to set up and use the Help system for Dynamics 365 Finance and Operations. We usually perform this set up for test and live environments. I’ll show it on a test environment.

First, log into the test environment and open the System Management->Settings->System parameters screen.

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Open the help window. If you are opening it for the first time, a warning window appears and tells you to connect to the LCS project. If you have opened it before and you have not established the connection like me, you can choose it as follows. You may have more than one project, but it is useful to choose the project which you created this environment on.

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After selecting it, standard Task guide libraries will appear. You can add via LCS and choose from here. Select the LCS project for support as well.

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After these steps, the help setup is ready. Now you can click ? And open the help screen.

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If you are not in a form, a screen like the one below will open.

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Since our environment is in Turkish, help is displayed in Turkish. You can also set it to be displayed in different languages.

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If you open it from a form, related topics will appear. Since I opened the Help screen through the all customers form, the related topics were listed.

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In this article, I explained how to setup help. Help is a vast resource. It is useful to look into it. You can learn many details here. In addition, thanks to this setup you can create support requests. I will also talk about support requests in another article.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Help, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apss, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

In this article, I will show you how you can open a support case via Dynamics 365 Finance and Operations and access automatically-generated support records via LCS and Azure DevOps.

First, some basic setups need to be made. In my previous articles, I explained how to setup Help. If you follow the setups there, you can create a support case without having to do anything else. When you click the question mark and click Support, if you have not installed, the LCS connection screen will appear.

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You can click the link and establish the connection. It will be connected without entering any information here.

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When the connection is successful, the following screen will appear. You can now create a support case.

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Click on the question mark again and click Support.

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On the screen that opens, you can enter many details about your support case. First, enter the title and description of the issue.  You can create a task record and add it here. If there is a file log, you can add it. You can indicate if the issue prevents you from working. The more details provided here, the easier the solution will be.

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For Send to be active, you have to click Yes for the email notification. Then, when you click Send, the following screen will appear.

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The support case you created will be sent as follows.

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To view the support request you created on LCS, open your project and click Support.

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The support case you created appears in the support issues section. You can follow the actions from here. Also, a Work Item has been created in Azure DevOps. You can open Azure DevOps Work Item record by clicking directly on the support case name.

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You can also see the support case you created in Azure DevOps. From here, you can follow the necessary steps to solve it.

In this article, I tried to explain how to enter a new support case and view it via LCS and Azure DevOps. Support has always been a painful process for business applications. It’s not easy to get users who just take a screenshot of the error and post it to enter detailed support cases. However, this mechanism will reduce the IT workload and make it easier to track. For this reason, it’s best to encourage business units to use this place. For example, support cases entered here can be prioritized and resolved quickly.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Support Case, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apps, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

X ++ Temel veri tiplerinden biri olan Container farklı tipteki verileri içinde barındırabilir. Tablolara açılan alanlar Container tipinde olabilir. Birçok fonksiyon ile veri yüklenip alınabilir. Özellikle farklı tipteki verileri bir yere göndermek ve çekmek için kullanılır.

Yeni bir Job oluşturup bir örnek kod yazalım.

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class FDContainer

{

public static void main(Args _args)

{

int             number1;

str             name;

AccountNum      AccountNum;

CustTable       custTable, custTable2;

container       c;

Gender          gender;

utcDateTime     dateTime;

;

name        = “Fatih Demirci”; // Değişken ataması

custTable   = custTable::find(“M000017″);// Değişken ataması

c = conins(c, 1, name); // Contianer Insert işlemi

c = conins(c, 2, custTable);

c = conins(c, 3, 12321);

[name,  custtable, number1] = c; // Container’daki değerleri değişkenlere alma.

c = ["fatih", 12, custtable, Gender::Male]; // Tek seferde çoklu değişken atama

dateTime = dateTimeUtil::newDateTime(systemdateget(), timeNow());

name        = conpeek(c, 1); // tek bir değişken seçme

custTable   = conpeek(c, 3);

c           = conins(c, 4, dateTime);

info(“OK”);

}

}

Bu yazıda Container’ı size tanıtmaya çalıştım. Çok kullanışlı bir veri tipi çok sık kullanıldığını göreceksiniz. Bende bunu basit işler için kullanıyorum. Çok büyük veriler için uygun bir yapı değil. Dizi gibi düşünün.

Selamlar.

www.fatihdemirci.net

TAGs: X++,Container, Azure, Azure DevOps, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365

In this article, I will talk about the Mobile app feature that comes with Dynamics 365 Finance and Operations. With Dynamics 365 Finance and Operations, there are many mobile applications that come as standard. You can create new applications, and you can make the existing forms suitable for mobile. I will also explain new mobile application creation process in the following articles. In this article, I will publish a few applications and try to show them through the application I installed on my Android phone.

First, log in to Dynamics 365 Finance and Operations. Click Mobile app from the settings.

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Available mobile apps will be listed.  You can select the ones you want and Publish.

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For Android, search for Microsoft Finance and Operations (Dynamics 365) in the Google Play Store, search for Finance and Operations (Dynamics 365) in the App Store for Apple and install the application. I installed it on Android.

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After the installation is complete, open the application. Enter the link of the environment you want to connect to and click Connect.

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Here you need to grant permissions.

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You have to check I Understand and tap Connect. You will need to enter the user and password on the screen that appears.

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The application is ready. First let’s select a company. Click on Change company from the hamburger menu.

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Companies will be listed here. Dat is not used because it is the default company. Here you can select the company you want to work with.

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When you go to the workspace, you will see the applications you Published. You can now start using it. I opened the Project Time Entry application.

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Once you enter it, a new login page link appears.

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When you click it, the date selection screen opens. I opened the screen for creating a new record with New Entry below.

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This is the new record entry screen. Records entered here will appear directly in your Dynamics 365 Finance and Operations environment. Since I do not want to corrupt the data in the environment I use, I did not log in.

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In this article, we made an introduction to the Mobile App. I tried to explain how we can start publishing and using the installation and standard mobile applications. In my next articles I will try to explain how you can make your own mobile applications.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Mobile App, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apss, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

In this article, I will describe step by step how to authorize Dynamics Deployment Services Account, which is necessary to deploy a new environment via LCS. First, log into Azure Portal with the Admin account. Open Cost Management +Billing > Subscriptions.

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Select the subscription you want to authorize and click on Access control (IAM) from the screen that opens.

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Open the new role definition window by clicking on Add> Add role assignment.

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In the window that opens, select Contributor as Role. In the Assign Access to section, select Azure AD user, group, or service principal. When you type Dynamics in the Select section, the options will be automatically available. From there, select Dynamics Deployment Services [wsfed-enabled] and click save.

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When the process is completed, you will see the information below.

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In this article, I tried to explain how the Dynamics Deployment Services Account is authorized over Azure, which is one of the necessary steps to deploy a new environment. This step is usually skipped and an error is received in the Deploy operation over LCS. It is useful to give this authorization beforehand.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, Dynamics Deployment Services Account, LCS, Azure, Azure DevOps, Project onboarding, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apps, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM