Sometimes you receive errors related to invalid or expired certificates in cloud hosted Dynamics 365 finance and operations environments.
Solution:
Solution is quite simple for this error.
Go to LCS and open the environment page
Click on the maintain dropdown and select Rotate secrets option
Click on Rotate SSL certificates
It will take a few minutes to complete this process . Refresh the environment page and, you will no longer receive the invalid certificate error.
Enum values in D365 finance and operations stored in a table ‘ENUMIDTABLE’ and ‘ENUMVALUETABLE’. Below is the query to get or verify the enum values
Select eit.NAME,evt.ENUMID,evt.ENUMVALUE, evt.NAME as EnumValueName
from ENUMIDTABLE eit
inner join ENUMVALUETABLE evt
on eit.ID= evt.ENUMID
where eit.NAME='TaxDirection'
QR code for the page:
To check that user has access to specific privilege in d365 finance and operation use below code
// <summary>
/// check user has privilige access
/// </summary>
/// <param name = "_privilege">privilege identifier as string</param>
/// <param name = "_userID">UserId</param>
/// <returns>boolean</returns>
public static boolean checkUserHasPrivilgeAccess(str _privilege, UserId _userID = curUserId())
{
UserInfo userInfo;
SecurityUserRole securityUserRole;
SecurityPrivilege securityPrivilege;
SecurityRolePrivilegeExplodedGraph securityRolePrivilegeExplodedGraph;
select firstonly RecId, Id, ObjectId, networkDomain from userInfo
exists join securityUserRole where securityUserRole.User == _userID
exists join securityRolePrivilegeExplodedGraph
where securityRolePrivilegeExplodedGraph.SecurityRole == securityUserRole.SecurityRole
exists join securityPrivilege
where securityPrivilege.RecId == securityRolePrivilegeExplodedGraph.SecurityPrivilege
&& securityPrivilege.Identifier == _privilege;
return userInfo.RecId;
}
You can get privilege identifier from SecurityPrivilege table using privilege name or description
Leave a comment if you have any question.
Scenario:
Sometime a requirement come that we need to copy multiple attachments from one form to another with the flow of data.
For example when purchase order creates from sales order then the attachments also need to be flow from sales order to purchase order
Solution:
First thing first -> Identify the relation between new and existing form(tables).
Then use the below code to achieve this.
I used the onInserted event ,you can use the same or whatever suitable for your scenario. Important thing is record should be created in new table then you can copy the attachment.
/// <summary>
///
/// </summary>
/// <param name=”sender”></param>
/// <param name=”e”></param>
[DataEventHandler(tableStr(PurchTable), DataEventType::Inserted)]
public static void PurchTable_onInserted(Common sender, DataEventArgs e)
{
DocuRef docuRef;
PurchTable purchTable = sender;
SalesTable salesTable = SalesTable::find(purchTable.InterCompanyOriginalSalesId);
while select docuRef
where docuRef.RefCompanyId== salesTable.DataAreaId
&& docuRef.RefTableId == salesTable.TableId
&& docuRef.RefRecID == salesTable.RecId
{
docuRef.RefTableId = purchTable.TableId;
docuRef.RefRecId = purchTable.RecId;
docuRef.insert();
}
}
//Leave your comments below if you have any query. I will try to help you to solve your problem
//check specific security role , below we are checking Accounts payable clerk
boolean IsAccountPayableClerkRole = xUserInfo::checkUserRole('VENDINVOICEACCOUNTSPAYABLECLERK');
// Check System admin or HR role
boolean isSysAdmin = EssCommonHelper::isCurrentUserHrOrAdmin();
SysEmailTable sysEmailTable;
SysEmailMessageTable sysEmailMessageTable;
SysEmailContents sysEmailContents;
str subject, body;
SysEmailId emailTemplateId = 'DlvNote'; //email template name
LanguageId language = 'en-US';
select sysEmailTable
join sysEmailMessageTable
where sysEmailMessageTable.EmailId==sysEmailTable.EmailId
&& sysEmailMessageTable.EmailId== emailTemplateId
&& sysEmailMessageTable.LanguageId==language;
subject = SysEmailMessage::stringExpand(sysEmailMessageTable.Subject, mappings); //mappings = placeholders
body = SysEmailMessage::stringExpand(sysEmailMessageTable.Mail, mappings);
Generate report – In this example we are using delivery note report
Copy the below complete code - CustPacking slip email class contains all the code , Report generation, Email template, email place holders mapping, send email using sysoutgoingemailtable and interactive way email
/// <summary>
/// Class to send packing slip email
/// </summary>
public class CustPackingSlipEmail
{
CustPackingSlipJour custPackingSlipJour;
Map mappings = new Map(Types::String,Types::String);
/// <summary>
/// CustPackingSlipEmail
/// </summary>
/// <param name = "_custPackingSlipJour">CustPackingSlipJour</param>
/// <returns>CustPackingSlipEmail</returns>
public static CustPackingSlipEmail construct(CustPackingSlipJour _custPackingSlipJour)
{
CustPackingSlipEmail CustPackingSlipEmail = new CustPackingSlipEmail();
custPackingSlipEmail.parmPackingSlip(_custPackingSlipJour);
return custPackingSlipEmail;
}
/// <summary>
/// CustPackingSlipJour
/// </summary>
/// <param name = "_custPackingSlipJour">CustPackingSlipJour</param>
/// <returns>CustPackingSlipJour</returns>
public CustPackingSlipJour parmPackingSlip(CustPackingSlipJour _custPackingSlipJour = custPackingSlipJour)
{
custPackingSlipJour = _custPackingSlipJour;
return custPackingSlipJour;
}
/// <summary>
/// generateAndSendPackingSlipReport as binary container
/// </summary>
/// <param name = "_args">Args</param>
public void generateAndSendPackingSlipReport(Args _args)
{
//Set variables
Array arrayFiles;
SRSProxy srsProxy;
Map reportParametersMap;
SRSPrintDestinationSettings settings;
Filename fileName = custPackingSlipJour.InternalPackingSlipId + '.pdf';
SrsReportRunController formLetterController = SalesPackingSlipController::construct();
SalesPackingSlipController controller = formLetterController;
SalesPackingSlipContract contract = new SalesPackingSlipContract();
System.Byte[] reportBytes = new System.Byte[0]();
SRSReportRunService srsReportRunService = new SrsReportRunService();
SRSReportExecutionInfo executionInfo = new SRSReportExecutionInfo();
Microsoft.Dynamics.AX.Framework.Reporting.Shared.ReportingService.ParameterValue[] parameterValueArray;
//set the report contract parameters
contract.parmRecordId(custPackingSlipJour.RecId);
contract.parmTableId(tableNum(CustPackingSlipJour));
//2nd paramter contract.parm2ndtParameter('2ndParamter value');
//3rd parameter
//4th parameter
//set the report controller parameters
//set report name and design name
controller.parmArgs(_args);
controller.parmReportName(PrintMgmtDocType::construct(
PrintMgmtDocumentType::SalesOrderPackingSlip).getDefaultReportFormat());
controller.parmShowDialog(false);
controller.parmLoadFromSysLastValue(false);
controller.parmReportContract().parmRdpContract(contract);
// Provide printer settings
settings = controller.parmReportContract().parmPrintSettings();
settings.printMediumType(SRSPrintMediumType::File);
settings.fileName(fileName);
settings.fileFormat(SRSReportFileFormat::PDF);
// Below is a part of code responsible for rendering the report
controller.parmReportContract().parmReportServerConfig(SRSConfiguration::getDefaultServerConfiguration());
controller.parmReportContract().parmReportExecutionInfo(executionInfo);
srsReportRunService.getReportDataContract(controller.parmreportcontract().parmReportName());
srsReportRunService.preRunReport(controller.parmreportcontract());
reportParametersMap = srsReportRunService.createParamMapFromContract(controller.parmReportContract());
parameterValueArray = SrsReportRunUtil::getParameterValueArray(reportParametersMap);
srsProxy = SRSProxy::constructWithConfiguration(controller.parmReportContract().parmReportServerConfig());
// Actual rendering to byte array
reportBytes = srsproxy.renderReportToByteArray(controller.parmreportcontract().parmreportpath(),
parameterValueArray,
settings.fileFormat(),
settings.deviceinfo());
// You can also convert the report Bytes into an xpp BinData object if needed
container binData;
Binary binaryData;
System.IO.MemoryStream mstream = new System.IO.MemoryStream(reportBytes);
binaryData = Binary::constructFromMemoryStream(mstream);
if (binaryData)
{
binData = binaryData.getContainer();
}
SysEmailRecipients recipientEmailAddr = SysUserInfo::find(curUserId()).Email;
//Send email using sysoutgoing email
this.sendEmailWithAttachment(binData, fileName, recipientEmailAddr);
//Send email using interactive methodology
this.sendEmailWithAttachmentInteractive(binData, fileName, recipientEmailAddr);
}
/// <summary>
/// sendEmailWithAttachment using sysoutgoing email table
/// </summary>
/// <param name = "_binData">container</param>
/// <param name = "_fileName">str</param>
/// <param name = "_recipientEmailAddr">SysEmailRecipients</param>
public void sendEmailWithAttachment(container _binData, str _fileName, SysEmailRecipients _recipientEmailAddr)
{
SysEmailItemId nextEmailItemId;
SysEmailTable sysEmailTable;
SysEmailContents sysEmailContents;
SysOutgoingEmailTable outgoingEmailTable;
SysOutgoingEmailData outgoingEmailData;
str subject;
Filename fileExtension = ".pdf";
[sysEmailTable, subject, sysEmailContents] = this.getEmailTemplateDetails();
if (sysEmailTable.RecId > 0)
{
nextEmailItemId = EventInbox::nextEventId();
outgoingEmailTable.clear();
outgoingEmailTable.Origin = sysEmailTable.Description;
outgoingEmailTable.EmailItemId = nextEmailItemId;
outgoingEmailTable.IsSystemEmail = NoYes::Yes;
outgoingEmailTable.Sender = sysEmailTable.SenderAddr;
outgoingEmailTable.SenderName = sysEmailTable.SenderName;
outgoingEmailTable.Recipient = _recipientEmailAddr;
outgoingEmailTable.Subject = subject;
outgoingEmailTable.Priority = eMailPriority::High;
outgoingEmailTable.WithRetries = NoYes::No;
outgoingEmailTable.RetryNum = 0;
outgoingEmailTable.UserId = curUserId();
outgoingEmailTable.Status = SysEmailStatus::Unsent;
outgoingEmailTable.Message = sysEmailContents;
outgoingEmailTable.LatestStatusChangeDateTime = DateTimeUtil::getSystemDateTime();
outgoingEmailTable.TemplateId = sysEmailTable.EmailId;
outgoingEmailTable.insert();
if (conLen(_binData) > 0)
{
outgoingEmailData.clear();
outgoingEmailData.EmailItemId = nextEmailItemId;
outgoingEmailData.DataId = 1;
outgoingEmailData.EmailDataType = SysEmailDataType::Attachment;
outgoingEmailData.Data = _binData;
outgoingEmailData.FileName = _filename;
outgoingEmailData.FileExtension = fileExtension;
outgoingEmailData.insert();
}
}
}
/// <summary>
/// send email as interactive or non interactive methodology
/// </summary>
/// <param name = "_binData">container</param>
/// <param name = "_fileName">str</param>
/// <param name = "_recipientEmailAddr">SysEmailRecipients</param>
public void sendEmailWithAttachmentInteractive(container _binData, str _fileName, SysEmailRecipients
_recipientEmailAddr)
{
System.Byte[] binData1;
System.IO.Stream stream1;
SysEmailTable sysEmailTable;
SysEmailContents sysEmailContents;
str subject;
SysIMailerInteractive mail;
SysMailerMessageBuilder messageBuilder;
Email sendFrom = SysUserInfo::find(curUserId()).Email;
[sysEmailTable, subject, sysEmailContents] = this.getEmailTemplateDetails();
// Turn the Bytes into a stream
for (int i = 0; i < conLen(_binData); i++)
{
binData1 = conPeek(_binData,i+1);
stream1 = new System.IO.MemoryStream(binData1);
}
//email sending settings
mail = SysMailerFactory::getInteractiveMailer();
messageBuilder = new SysMailerMessageBuilder();
messageBuilder.reset()
.setFrom(sendFrom) // From email address
.addTo(_recipientEmailAddr) // To Email address
.setSubject(subject) // Email Subject
.setBody(sysEmailContents); //Email Body
if (stream1 != null)
{
//add attachment to the email
messageBuilder.addAttachment(stream1, _filename);
}
//send email
mail.sendInteractive(messageBuilder.getMessage());
}
/// <summary>
/// getEmailTemplateDetails
/// </summary>
/// <returns>container</returns>
private container getEmailTemplateDetails()
{
SysEmailTable sysEmailTable;
SysEmailMessageTable sysEmailMessageTable;
SysEmailContents sysEmailContents;
str subject;
SysEmailId emailTemplateId = this.getCustPackingSlipTemplateEmailId();
LanguageId language = 'en-Au';
this.populateEmailMessageMap();
select sysEmailTable
join sysEmailMessageTable
where sysEmailMessageTable.EmailId==sysEmailTable.EmailId
&& sysEmailMessageTable.EmailId== emailTemplateId
&& sysEmailMessageTable.LanguageId==language;
subject = SysEmailMessage::stringExpand(sysEmailMessageTable.Subject, mappings);
sysEmailContents = SysEmailMessage::stringExpand(sysEmailMessageTable.Mail, mappings);
return [sysEmailTable, subject, sysEmailContents];
}
/// <summary>
/// Get Email template
/// </summary>
/// <returns>SysEmailId</returns>
private SysEmailId getCustPackingSlipTemplateEmailId()
{
SysEmailId emailId = CustParameters::find().DeliveryNoteEmailId; // new parameter field for email template
if (!emailId)
{
throw error("@Label:DeliveryNoteEmailTemplateError");
}
return emailId;
}
/// <summary>
/// populate map for email place holders
/// </summary>
private void populateEmailMessageMap()
{
SalesTable salesTable = SalesTable::find(custPackingSlipJour.SalesId);
mappings.insert('DeliveryNoteNumber', custPackingSlipJour.PackingSlipId);
mappings.insert('Version', custPackingSlipJour.InternalPackingSlipId);
mappings.insert('SalesOrder', custPackingSlipJour.SalesId ); //strFmt("%1", missingHourTmp.Hour));
mappings.insert('ProjectID', salesTable.ProjId);
mappings.insert('CustAccount', custPackingSlipJour.OrderAccount);
mappings.insert('DeliveryName', custPackingSlipJour.DeliveryName);
mappings.insert('DeliveryAddress', custPackingSlipJour.deliveryAddress());
mappings.insert('InvoiceName', custPackingSlipJour.InvoicingName);
mappings.insert('InvoiceAddress', custPackingSlipJour.invoicingAddress());
}
}
Call the above class from the Sales packing slip controller class extension
[ExtensionOf(classStr(SalesPackingSlipController))]
public final class custSalesPackingSlipController_Extension
{
/// <summary>
/// Send delivery note email
/// </summary>
/// <param name = "_args">Args</param>
protected static void doMainJob(Args _args)
{
boolean sendMail = false;
if (Box::yesNo('@Label:SendDeliveryNoteEmail', DialogButton::Yes,
'@Label:SendDLvNoteEmail') == DialogButton::Yes)
{
sendMail = true;
}
next doMainJob(_args);
if (sendMail)
{
CustPackingSlipJour custPackingSlipJour = _args.record();
CustPackingSlipEmail custPackingSlipEmail = custPackingSlipEmail::construct(custPackingSlipJour);
custPackingSlipEmail.generateAndSendPackingSlipReport(_args);
Info('@Label:DlvNoteEmailSent');
}
}
}
Scenario:
If you are receiving retail related errors on cloud hosted environments. here is the solution:
Note: Below solution is only applicable if you’re not using the retail functionality at all and you have RDP access of the environment.
Retail server:
If you’re receiving Retail server related error than do the below steps:
Run the DropAllRetailChannelDbObjects.sql and you can find the script in below path K:\DeployablePackages\\RetailServer\Scripts”
This will drop all retail server objects but will be recreated during the update. After running the script, resume the update again.
RetailCloudPos:
RetailStorefront:
If you’re receiving error related to above two and it is timeout error(check in the log file):
Find the step in the runbook and get the script location:
Copy the UpdateCloudPos to the desktop or any other folder as backup
Open the copy file in notepad and clear the script (empty file)
Copy the empty file back to the above folder and replace it.
Same steps you have to do for RetailStorefront.
Resume the package deployment.
Issue:
Few times we came across the issue of failing of D365 apply updates or package deployment failed at the step of DevTools.
Resolution:
To resolve the issue follow below steps:
Please feel free to comment if you’re facing any issue. We will try our best to help you solve the issues.
To set default model for new projects in visual studio update the below configuration with your model name
C:\Users\user account\Documents\Visual Studio Dynamics 365
Edit the file in the notepad and search for default model for new projects node
Replace the model name in this case it “Fleet management” with your model name
Issue: Address in the D365 Finance and Operation is not in the single field and thru address method by default it is showing the multiple lines.
Requirement: Show address in one line
Resolution: use below SSRS formula in the text-box where you want to show address in one line below example for Vendor Address
=Replace(First(Fields!VendAddress.Value, "PurchPurchaseOrderDS"), Chr(10), ",")
Same can be use for other addresses for example, Customer Address, employee address etc
Scenario:
Send Email with invoice as attachment thru electronic reporting
Solution:
Follow the below steps:
3. Add new record in file destination grid settings type Émail’
4. Do the settings on the destination screen as below
5. On To Field click Edit , click and select print Management Email
6. For above settings of Email Source account , click on link button before delete button ,it will open the formula designer , you need to select the field AccountNum (customer account number)
It will select the customer email defined on the customer Master contact details as primary
7. click Save and close the formula designer form
8. click on the next two forms and now you can test the email by running the invoice print using print management
Leave your comments below if you are facing any issue.
To send SSRS report in Email as attachment, please check below link
Scenario:
Sometime a requirement come that we need to copy the attachment from one form to another with the flow of data.
For example when purchase order creates from sales order then the attachment also need to be flow from sales order to purchase order
Solution:
First thing first -> Identify the relation between new and existing form(tables).
Then use the below code to achieve this.
I used the onInserted event ,you can use the same or whatever suitable for your scenario. Important thing is record should be created in new table then you can copy the attachment.
/// <summary>
///
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
[DataEventHandler(tableStr(PurchTable), DataEventType::Inserted)]
public static void PurchTable_onInserted(Common sender, DataEventArgs e)
{
PurchTable purchTable = sender;
SalesTable salesTable = SalesTable::find(purchTable.InterCompanyOriginalSalesId);
DocuRef docuRef = DocuRef::findTableIdRecId(salesTable.DataAreaId, salesTable.TableId, salesTable.RecId);
if (docuRef)
{
docuRef.RefTableId = purchTable.TableId;
docuRef.RefRecId = purchTable.RecId;
docuRef.insert();
}
}
Leave your comments below if you have any query. I will try to help you to solve your problem
public void mapEntityToDataSource(DataEntityRuntimeContext entityCtx,
DataEntityDataSourceRuntimeContext dataSourceCtx)
{
next mapEntityToDataSource(entityCtx,dataSourceCtx);
//Check if desired data source context is available
switch (_dataSourceCtx.name())
{
case dataEntityDataSourceStr(SalesOrderHeaderV2Entity, SalesTable):
{
SalesTable salesTable = _dataSourceCtx.getBuffer();
this.CustomerNumberAndName = salesTable.InvoiceAccount + ' - ' salesTable.customerName();
}
break;
}
}
10. You can get the value from odata also to use it for different purpose as per request
Introduction:
Business event introduced in Microsoft Dynamics 365 for Finance and operations to trigger the business process based events and to talk to external systems and by default Microsoft provide some default business(example VendorInvoicePostedBusinessEvent to understand how it works.
Scenario:
Whenever sales invoice is posted then business event should be trigger only in case of specific item. To implement this below is the procedure.
Implementation steps:
3 steps for every business event
1. Build the contract
2. Build the event
3. Code to send the event
Two Classes involves:
Business Event -This class extends the BusinessEventBase , supports constructing the business event, building payload and sending business event
Example of BusinessEvent Class (SalesOrderCreation, update, Delete in that case the BusinessEvent class name should be like SalesOrderCRUDOperation) same goes for Purchase order etc
Business Event Contract – This class extends the BusinessEventsContract class. it defines the payload of business event and allows for population of contract at runtime.
Implementation :
Note: Business event can be activated only in 1 legal entity or all , if you don’t selected any legal entity during activation then it will be activated for all else only for selected legal entity
US Dynamics Solutions 