Send Email with invoice as attachment using Electronic Reporting – Microsoft Dynamics 365 for Finance and Operation

Scenario:

Send Email with invoice as attachment thru electronic reporting

Solution:

Follow the below steps:

  1. Go to Electronic reporting workspace
  2. Click on the Electronic reporting destination

Screen Shot 2020-04-15 at 12.37.06 pm.png

3. Add new record in file destination grid settings type Émail’

Screen Shot 2020-04-15 at 12.38.33 pm.png

4.  Do the settings on the destination screen as below

Screen Shot 2020-04-15 at 12.41.05 pm.png

 

5. On To Field click Edit , click  and select print Management Email

Screen Shot 2020-04-15 at 12.42.43 pm

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

Screen Shot 2020-04-15 at 12.46.24 pm.png

 

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

 

Send email thru code with Report as attachment – Dynamics 365 Finance and Operations

Copy attachments between different forms with data – Dynamics 365 for Finance and Operations

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

Business Event Create and Implement – Dynamics 365 For Finance and Operations – X++

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 :

Example is on Creation of Customer Invoice Transactions return specific item number,name, quantity and amount
Define the contract class
[DataContract]
public final class CustomerInvoiceTransactionItem90Contract extends BusinessEventsContract
{
    private ProdName productName;
    private ItemId itemId;
    private int quantity;
    private amount itemAmount;
    /// <summary>
    /// Initialise method
    /// </summary>
    /// <param name = “_invoiceTrans”> </param>
    private void initialize(CustInvoiceTrans _invoiceTrans)
    {
        CustInvoiceJour custInvoiceJour =                CustInvoiceJour::findFromCustInvoiceTrans(_invoiceTrans.SalesId,_invoiceTrans.InvoiceId,_invoiceTrans.InvoiceDate,_invoiceTrans.numberSequenceGroup);
SalesTable salesTable = SalesTable::find(_invoiceTrans.SalesId);
CustTable custTable = CustTable::find(salesTable.CustAccount);
        // get the variable values
        productName =    EcoResProduct::findByProductNumber(_invoiceTrans.ItemId).productName();
 itemId = _invoiceTrans.itemId;
 quantity = _invoiceTrans.quantity;
 itemAmount = _invoiceTrans.LineAmount;
}
    /// <summary>
    ///
    /// </summary>
    /// <param name = “_invoiceLine”></param>
    /// <returns></returns>
    public static CustomerInvoiceTransactionItem90Contract newFromInvoice(CustInvoiceTrans _invoiceLine)
    {
           CustomerInvoiceTransactionItem90Contract contract = new
                                                                              CustomerInvoiceTransactionItem90Contract();
           contract.initialize(_invoiceLine);
           return contract;
    }
    private void new()
    {
    }
    [DataMember(‘ProductName’), BusinessEventsDataMember(“Product Name”)]
    public ProdName parmProdName(str _productName = productName)
    {
        productName = _productName;
        return productName;
    }
    [DataMember(‘itemId’), BusinessEventsDataMember(“Item Number”)]
    public str parmSerialNumber(str _itemId = itemId)
    {
        itemId = _itemId;
        return itemId;
    }
    [DataMember(‘quantity’), BusinessEventsDataMember(“Quantity”)]
    public str parmLineId(str _quantity = quantity)
    {
        quantity = _quantity;
        return quantity;
    }
    [DataMember(‘itemAmount’), BusinessEventsDataMember(“itemAmount”)]
    public str parmfoPartyType(str _itemAmount = itemAmount)
    {
        itemAmount = _itemAmount;
        return itemAmount;
    }
}
Define the Business Event Class
 [BusinessEvents(classStr(CustomerInvoiceTransactionItem90Contract),
    “Customer Invoice Transaction”,
    “This business event is triggered when an invoice is created.”,
    ModuleAxapta::SalesOrder)]
     public class CustInvoiceTransCreatedBusinessEvent extends BusinessEventsBase
 {
     CustInvoiceTrans custInvoiceTrans;
      private custInvoiceTrans parmInvoiceTrans(CustInvoiceTrans _custInvoiceTrans =              custInvoiceTrans)
     {
         custInvoiceTrans = _custInvoiceTrans;
         return custInvoiceTrans;
     }
     private void new()
     {
     }
     [Wrappable(true), Replaceable(true)]
     public BusinessEventsContract buildContract()
     {
         return      CustomerInvoiceTransactionItem90Contract::newFromInvoice(custInvoiceTrans);
     }
    static public CustInvoiceTransCreatedBusinessEvent    newFromInvoice(CustInvoiceTrans _custInvoiceTrans)
     {
         CustInvoiceTransCreatedBusinessEvent event = new       CustInvoiceTransCreatedBusinessEvent();
        event.parmInvoiceTrans(_custInvoiceTrans);
         return event;
     }
}
Code to invoke the event : below is the code that invoke the business event classes that we define above
 [DataEventHandler(tableStr(CustInvoiceTrans), DataEventType::Inserted)]
    public static void CustInvoiceTrans_onInserted(Common sender, DataEventArgs e)
    {
        CustInvoiceTrans invoiceTrans = sender as CustInvoiceTrans;
        boolean isEvent = BusinessEventsConfigurationReader::isBusinessEventEnabled(classStr(CustInvoiceTransCreatedBusinessEvent));
        if (isEvent)
        {
            if(invoiceTrans.itemid==’item90′)
            {
                CustInvoiceTransCreatedBusinessEvent::newFromInvoice(sender).send();
            }
        }
    }
  • After finishing the above code and rebuilding the project then you have to go business event catalogue in the system administration
  • You will find your newly created business event in the list
  • Then from your end point application register the business event , once successfully registered than you will find the end point in your business event catalog Endpoint tab
  • Activate the business event , you are ready to use the newly created business event.

 

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

Mark record in the grid get on the form data source – AX2012 R3 – Dynamics 365 for Finance and Operations

Scenario: You have 10 records in the grid and want to select(mark) on 5 and perform operations.  Then use below code to select mark records

Solution 1:

 

Hcmworker hcmWorker; // table

hcmWorker = this.getfirst(1);// 1 is reflecting the mark records

while (hcmworker)

{

//write custom code to perform operations

 

hcmworker = this.getNext()

}

 

Solution 2:

 

Hcmworker hcmWorker; // table

for(hcmWorker=hcmWorker_ds.getFirst(1);hcmworker;hcmworker=hcmworker_ds.getNext())

{

}

 

The natural key for the table was not found. Microsoft Dynamics 365 for Finance and Operations – Microsoft Visual Studio

Scenario: Sometimes users facing the error ‘The natural key for the table was not found‘.

 

Screen Shot 2019-12-06 at 4.16.23 PM.png

 

Solution:

Open the table on which you are facing error. Then add the primary index like below

 

Screen Shot 2019-12-06 at 4.19.25 PM.png

 

After adding index synchronize the table and then try to create Data entity again.

A financial dimension value is based on the ” record and has been used on a transaction. You cannot delete the ” record – Dynamics 365 for finance and operations – AX2012 R3

Scenario:

Sometime user trying to delete a record from the customer master or any data that relates to financial dimension. So, user is facing above error upon deletion.

Reason:

Error occurred because data exists in the table DimensionAttributeLevelValue

Solution:

  1. Access the open the table DimensionAttributeLevelValue 
  2. filter the record by Display Value field with the desired record to delete like customer number or employee number etc etc
  3. Select the filtered records
  4. Delete the selected records
  5. Then go back to customer master or where you facing the error
  6. Now try to delete you will be able to delete

 

AX 2012: you can directly delete the record by opening table

D365 : you can delete by access the SQL or write the runnable class to delete

 

How to apply platform update on local VM or development VM Dynamics 365 for Finance and Operations

Scenario: We were using dev environment of Dynamics Finance and Operations with Application release version 10.0 platform update 24. Microsoft released a new version 10.0.5 with platform update 26.

Now we have two options to use the new version.

  1.  Download new VM and moved the custom models to the newly created VM
  2. upgrade the current VM on the latest update

In first option we need to create and setup the testing data again to test the code.

2nd option everything will remain same and no extra effort needed other than the applying update.

Definitely we selected the 2nd option and below steps were performed to update the environment.

Steps:

  • Download the latest release package from the asset library to the local VM development environment
  • Unzip the zip file to the local VM in C drive by creating a custom folder (folder should not be in the users folder directory). I created  with below name FnO10.0.234.10001App
  • Stop the following services (Batch, Data import and IIS)
  • Close Visual studio instances
  • open command prompt as administrator
  • set the directory to your custom folder contains the unzip files
    • C:\FnO10.0.234.10001App>
  • Run the below command to check the list of components installed
    • C:\FnO10.0.234.10001App>AxUpdateInstaller.exe list
  • From the above command you will get all the components already installedCommponents versions before update.png
  • update the DefaultTopologyData.xml file located in the update folder in my case located in below location
    • FnO10.0.234.10001App -> DefaultTopologyData.xml

 

  • Best way to update this file copy on another location edit like below and replace in the above folderDefaultTopologyData file.png

 

  • Generate the run book thru command prompt using below command
    • Actual command: AXUpdateInstaller.exe generate -runbookid=[runbookID] -topologyfile=[topologyFile] -servicemodelfile=[serviceModelFile] -runbookfile=[runbookFile]
    • [runbookID]– A parameter that is specified by the developer who applies the deployable package.
    • [topologyFile]– The path of the DefaultTopologyData.xml file.
    • [serviceModelFile]– The path of the DefaultServiceModelData.xml file.
    • [runbookFile]– The name of the runbook file to generate (for example, AOSRunbook.xml).
    • Should be modify as below
    • AXUpdateInstaller.exe generate -runbookid=”Dev-runbook” -topologyfile=”DefaultTopologyData.xml -servicemodelfile=”DefaultServiceModelData.xml” -runbookfile=”Dev-runbook.xml”

 

  • Import the run thru command prompt using below command
    • AXUpdateInstaller.exe import -runbookfile=”Dev-runbook.xml”

 

  • Execute the runbook thru command prompt using below command
    • AXUpdateInstaller.exe execute -runbookid=”Dev-runbook”

runbook execute.png

This step is the longest step involving many sub-steps performed during this step.

Some steps even takes 2,3 or may more hours. please make sure system will not logout neither shutdown.

if any step fails during this step use below command to rerun

For me its fails on 19 step

runbook step rerun.png

 

Wait till last step completed

 

runbook execution complete.png

 

  • Verify the installation by running below command
    • AXUpdateInstaller.exe list

updated version list.png

You can check the version also by login to the dynamics browser about option.

 

Screen Shot 2019-11-26 at 11.37.19 AM.png

 

Please leave comment in the comments section if you are facing any issue while updating. I will try to assist.

 

Good luck!!!

 

Chain Of command – Forms – Dynamics 365 for Finance and Operations – X++

Chain of Command now supports the more scenarios for the extensions on forms:

Now you can wrap the methods on forms, Forms data sources, Datafields and on form control methods.

  1. Forms
  2. Form Data Sources
  3. Form Controls
  4. fields in data sources

Below is the complete example of Form Data source and just a code snippet for the rest. In below example we are updating the ratingmodel based on our custom logic that is global variable on the form.

Note: use element.FormToExtendVariable to access the form variables and datasources

Use element.FormToExtendMethod() to call the form methods

Screen Shot 2019-11-03 at 3.20.34 PM.png

 

  1. [ExtensionOf(FormStr(FormName))] // for form extension
  2. [ExtensionOf(FormControlStr(FormName,FormControl))] // for form control method extension
  3. [ExtensionOf(FormDataFieldStr(FormName,FormDataSource,DataField))] // for form datasource method extension
  4. [ExtensionOf(FormDataSource(FormName,FormDataSource) // for form data source extension

How to Extend form init(Pre or Post) Methods in D365FnO? – Microsoft Dynamics 365 for Finance and Operations – D365FnO – X++

Scenario: Sometimes you need to extend the form init method in Dynamics 365 for Finance and Operations.

Below is sample code to extend:

Code:

 

/// <summary>

    ///

    /// </summary>

    /// <param name=”args”></param>

    [PostHandlerFor(formStr(HcmRatingLevelIdLookUp), formMethodStr(HcmRatingLevelIdLookUp, init))]

    public static void HcmRatingLevelIdLookUp_Post_init(XppPrePostArgs args)

    {

        FormRun fr = args.getThis();

       //you have form run object to access the controls and datasources of form

       

    }

Package deployment fails – not enough disk space – Microsoft Dynamics 365 for Finance and Operations – LCS

Scenario:  Sometime during deployment users facing low space issue and deployment got failed.

Reason: The reason is deployable packages folder having many files that increase the drive used space. Microsoft by default deployable packages will delete after 30 days. If you deploy packages many times during the last 30 days. then you need to reduce the time of delete deployable packages

Solution:

 

  • Under the HKLM:\SOFTWARE\Microsoft\Dynamics\Deployment registry key, you can create the following keys to customize when cleanup should occur. The automated cleanup task will consider these values.
    • CutoffDaysForCleanup – The number of days that old packages and logs should be retained. The default value is 30.
    • CutoffDiskSpaceLimitForPackages – The minimum free disk space (in gigabytes [GB]) on the service volume drive where the package folder is located. For example, if the disk space is 200 GB, the cleanup task will remove the packages, based on the number of days.
    • CutoffDiskSpaceLimitForLogs – The minimum free disk space (in GB) of the system drive where the log folder is located. For example, if the disk space is 100 GB, the cleanup task will remove the servicing-related logs, based on the number of days.