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

Bu yazıda Dynamics 365 Finance and Operations tablo metotlarından validateField() metodunu anlatacağım. validateField() bir alanın verisi değiştirildiğinde doğrulamaların yapıldığı metottur. Metodun tetiklenmesi için alandan odağın çıkması gerekir. Bir örnek yapalım.

FDBookTable tablosunda metotlara sağ tıklayıp validateField () metodunu Override ettim.

Resim-1

Metoda parametre olarak alan kodu geliyor ona bağlı bir Switch Case yazdım. BookCount Sıfır olarak güncellenmeye çalışıldığında hata verdin diye bir kod yazdım. Hata mesajı için CheckFailed() kullandım.

Resim-2

Tablo tarayıcısıyla açtım ve BookCount sıfır olarak güncellemeye çalıştım ve hata mesajını ekranda gördüm. Bu hatayı düzeltmeden kaydetme veya başka işlem yapamazsınız.

Resim-3

boolean validateField(FieldId p1)

{

boolean                     ret;

#isoCountryRegionCodes

int                         lengthAgencyLocationCode;

ret = super(p1);

if (ret)

{

switch (p1)

{

case fieldNum(CustTable, CreditMax) :

if (this.CreditMax < 0)

{

ret = checkFailed(“@SYS69970″);

}

break;

case fieldNum(CustTable, InventLocation) :

ret = this.InventStorageDimMap::validateField(fieldNum(InventStorageDimMap, InventLocationId));

break;

case fieldNum(CustTable, Rfc_MX) :

if (SysCountryRegionCode::isLegalEntityInCountryRegion([#isoMX]))

{

ret = taxRegistrationValidator.validateRFC(this.Rfc_MX, this.CompanyType_MX);

}

break;

case fieldNum(CustTable, MainContactWorker) :

if (this.MainContactWorker)

{

ret = smmUtility::isValidWorkerInCurrentCompany(this.MainContactWorker);

}

break;

case fieldNum(CustTable, Blocked) :

ret = this.validateBlocked(this.Blocked);

break;

case fieldNum(CustTable, EinvoiceEANNum):

if (SysCountryRegionCode::isLegalEntityInCountryRegion([#isoDK]))

{

ret = CustTable::checkEInvoiceEAN(this.EinvoiceEANNum);

}

break;

}

}

return ret;

}

CustTable  validateField () metodunu inceleyelim. Burada uzun validasyonların metotlara taşındığını ve genelde tek satırlı kontroller olduğunu görüyoruz. checkFailed direk veya metotların içinde kullanılıyor. validateField () metodu sadece girişi bitip başka bir nesneye odaklanmak istediğinizde çalışır. Genelde o nesneden ayrılmadan çalışması isteniz ancak bu mümkün değil.

Selamlar.

www.fatihdemirci.net

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

In this article, I will explain how to import data from Dynamics 365 Finance and Operations forms into Excel and change them in Excel. Yes, you can change the data through Excel and enter new data. Of course, it may not work the way you want in all situations, but it is quite successful in general. One of the biggest advantages of Microsoft is that all of these systems are integrated.

Let’s have a look at our example. I open the VendGroup form, from which I transferred data in my previous articles.

Image-1

From the form that opens, I click the Office icon and click Vend Group (usmf). If your form has multiple data sources and different structures, you can see several different options here.

Image-2

I click Download to download it to the local machine.

Image-3

There may be warnings due to security settings, you can accept them and continue.

Image-4

I click Trust this add-in, which will appear when you open it for the first time.

Image-5

The home page is opened. Here you must log in as an authorized user.

Image-6

If there is no problem, the form will fill automatically and the menu will appear on the right.

Image-7

I did not correctly provide the Description information in data transfer, so I correct it and send it to the system by clicking Publish.

Image-8

When I refresh the VendGroup form, I see that the updates I made through Excel are applied.

In this article, I explained how you can transfer data to Excel via any form and upload your updates via Excel to the system. Of course, this does not work efficiently for very large data, you need to be careful. It is a feature that will facilitate the daily lives of the users at many points. It would not be wrong to say that the product is used very effectively with the Office applications. It was not that easy before.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Excel Export Import, 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 try to explain how to define an authorization for any object in Dynamics 365 Finance and Operation application. I do not recommend using this. The more details you go into, the more difficult it will be to manage security. However, in some cases, this will be needed. One mistake I see in these cases is to solve this with code, not with the security infrastructure. Never write code for security related work. It seems like a quick solution at first, but there will be a lot of trouble in the future. The support and subsequent requests become very difficult to meet. In this article, I will continue with the project I used in my previous articles. We had authorized a test user for the Customers form. Now they can open the form and see its data. Assume that the Customer group field was asked to appear on this user. Let’s see how we can do this.

Image-1

I add a new Privilege.

Image-2

Under Privilege, right click the Form Control Permissions section and click New Form.

Image-3

In the Name field, select CustTable form.

Image-4

Right click on CustTable to create a new object and type the name of the object you want to authorize. Grant is the key part. With No Access, we ensure that those who own this Privilege do not see this object. It may not appear in the lookup here. It doesn’t matter, you can directly write the name. These definitions will not be sufficient. We need to change a property of the object for which we will define the authorization.

Image-5

In order to make this change, we need to create an extension for our form at this stage.

Image-6

Open the Extension you created. Find the object you want to authorize and from its properties, change NeedPermission to Manual. It means that you will manage the authorization of this object. It’s better to use the Extension as the first step.

Image-7

Then add the Privilege to Duty we used in our previous articles.

Image-8

Save and compile our project and run DB synchronization for our project only. After that, when you log in with the test user and open the Customers form, you will see that the Customer Group field does not appear.

Image-9

In this article, I tried to explain how a low-level object is authorized. It can be done very simply, but if you define too many low-level authorizations, it is very difficult to work it out. Try to authorize from the entry point as much as possible.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Security, 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 explain what Dynamics 365 Finance and Operations Optimization Advisor is and what it does. Optimization Advisor is a tool that allows business analysts and consultants to identify problems in module configuration and business data. Optimization Advisor recommends best practices for module configuration, and identifies outdated or incorrect setup and business data, and provides information to take action.

Open the workspace by using Modules > System administration > Workspaces > Optimization Advisor.

Image-1

My application is a dev environment with demo data, so many suggestions are listed. As I am a software developer, the suggestion that immediately caught my eye was the performance-related one. It is for using batch to improve posting performance. I click More Information.

Image-2

Here, there are details of the finding. If you decide to do it, click Take action.

Image-3

It opens the general ledger parameters form for you. From the Batch transfer rules tab, I select Scheduled batch for Transfer mode. Thus, I took action on an item of Optimization Advisor.

Image-4

In this article, I tried to explain what Optimization Advisor is and how to use it. It’s a nice feature, but the recommendations here should be tested first in test environment. Each parameter has different effects on the system. Some settings may be deliberately different in the project design. You shouldn’t change it just because you saw it here and considered it correct.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Optimization Advisor, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365

In this article, I will introduce Dynamics 365 Finance and Operations data management infrastructure (Data Management Framework). The scope of data management is very large. I will try to talk about the basic principles in this series. Data is very important for every application, but the reason for the existence of ERP is to collect the data correctly and to create meaningful reports from the collected data. For this reason, the product has always had powerful tools for data management. With the cloud, these are now very advanced. Many different technologies such as CDS and Azure DataLake were involved. Of course, SQL and table structure remains, but with the added Data entities structure, we have a much more flexible and easily managed structure. In this section, I will try to explain how to manage Data Entity and Entity Packeges using the data management infrastructure.

The data management infrastructure consists of the following objects.

• Data entities – They are meaningful data sets. It is a structure that consists of one or more data sources to view and process a certain data. Data Entity allows us to bring these data sources together and perform transactions over a meaningful data set. It is suitable for reuse. It is used for integration, data transfer and many other purposes.
• Data project – A project record that holds edited Data Entity and relationships. It can be reused.
• Data job – Includes run Data Projects, uploaded files and recurring processes.
• Job history – Keeps the history of transactions.
• Data package – It is a compressed structure with Data project manifest and Data files. It is created over the data job. It allows importing and exporting multiple files in one operation.

You can use this structure for three different scenarios:

• Data migration
• Set up and copy configurations
• Integration

Let’s get to the topic of this article. We’ll start with a very simple data transfer. We will transfer the vendor group. (VendGroup). Log in to Dynamics 365 Finance and Operations and open Workspaces > Data management worksheet.

Image-1

Click Framework parameters Tile. Tile’ı nasıl çevirmek lazım emin olamadım. En iyi uygunu tuğla veya fayans gibi duruyor ama ben karo diyeceğim. J  You can make many settings from the screen that opens. Now just select the View defaults section as Enhanced view.

Image-2

This is now the advanced view. You can return to the old view by selecting Standard view.

Image-3

Click on the Import tile.

Image-4

Enter the basic information and click Add File.

Image-5

By the way, the data I will transfer is a csv as shown below.

Image-6

From the window that opens, I first select the Entity I want to transfer from. I determine the format. I select my file by clicking Upload and add.

Image-7

I click Yes.

Image-8

Here it says some relationships are missing between my file and the Entity. I can do it here if I want. I lick No for now.

Image-9

Transfer failed due to lack of relationships. However, the project was created. I click the icon under view map.

Image-10

It shows the links between my file and the Entity. Since the headings in my file are tags, it could not auto-match. I can do it manually from here.

Image-11

I have completed my mappings and I save.

Image-12

I go to my project and click Import.

Image-13

It adds the transfer to the working list.

Image-14

It quickly completed the transfer because my data was too little.

Image-15

Now I can open the VendGroup form and see the records I imported.

Image-16

In this article, I made an introduction to data management and performed a very simple data transfer. I will talk about very different uses of this structure in my following articles. Both consultants and software developers need to know the capabilities of this very well. There are many different uses. It is a structure that will save you a lot of time with proper use.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Data Management Framework, 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