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Utility code for submitting the Free text invoice (FTI) to wokflow using code AX 2012

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Hi Guys

This post targeting developers and help them submitting the document like free text invoice to workflow automatically using code.

 static void WorkflowAutoSubmit(Args _args)  
 {  
   WorkflowVersionTable  workflowVersionTable;  
   custInvoiceTable _custInvoiceTable;  
   boolean submited = true;  
   workflowVersionTable = Workflow::findWorkflowConfigToActivateForType(  
                       workFlowTypeStr(CustFreeTextInvoiceTemplate),  
                       _custInvoiceTable.RecId,  
                       _custInvoiceTable.TableId);  
   if (_custInvoiceTable.RecId  && workflowVersionTable.RecId  && _custInvoiceTable.WorkflowApprovalState == CustFreeInvoiceWFApprovalState::NotSubmitted)  
   {  
     // submitting to workflow; if auto workflow submission is required on journal.  
     Workflow::activateFromWorkflowType(  
             workFlowTypeStr(CustFreeTextInvoiceTemplate),  
             _custInvoiceTable.RecId,  "auto submit to workflow",  
             false,  
             curUserid());  
     custInvoiceTable::setWorkflowState(_custInvoiceTable.RecId, CustFreeInvoiceWFApprovalState::Submitted);  
     info("invoice submitted to workflow");  
   }  
   else  
   {  
     submited = false;  
   }  
 }  

Thanks
Happy Daxing


How to run Visual studio as Administrator by default in your D365FO Dev VM

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Instead of right clicking the icon each time and saying Run as Administrator , here is a one time setup maybe some of us didn't know about it. 1- Pin Visual studio icon on the Taskbar 2- Right...(read more)

Is there a D365 Technical conference in 2018??

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Since the start of this year, there is one question which has been bothering me a bit - What happened to the Dynamics 365 (for Finance and Operations) Technical conference for the year 2018, especially...(read more)

Workflow Assigned User to Employee Personal Id Dynamics Ax 2012

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Small tip but interesting.

 

HcmWorker::findByPerson(DirPersonUser::find(workflowWorkItemTable.UserId).PersonParty).PersonnelNumber);

 

How to create custom workspace form and add tiles in D365

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In Dynamics AX 365 we all must be well aware of the new Workspaces feature which has interactive design to show several business tasks, insights, reporting and dashboards that a business user deals with...(read more)

On Voucher Failure scenarios – Part 1

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Using one voucher in AX can be risky/tricky at times. There are many examples for that. One of those I will be highlighting here. It is using One Voucher to post ‘PDC’ for multiple lines...(read more)

Failed ERP implementation will change partners to become trusted advisors.

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In Norwegian a customer won a compensation case against an ERP implementation partner after the customer terminated the parties’ agreement on the supply of a new ERP. The customer was compensated by the Norwegian district court assessed at 288 mNOK (36,7 mUSD). Originally the contract was worth 120 mNOK. You can read the complete story here http://www.selmer.no/en/nyhet/felleskjopet-agri-wins-district-court-case. The court decision is expected to be appealed.

Luckily this was NOT a Dynamics 365 implementation, and the customer is actually replacing the failed ERP system with Dynamics 365. The reason why I wanted to write about this story is that it has implications on how much risk and responsibility an ERP implementation partner can take. A major part of the ERP partners are smaller companies with less than 100 employees, than cannot take the risk of getting into such a situation. There are always problems and risks that is beyond what a ERP partner can control. Partners are not the developer company of the standard software. They are implementing, and in some cases adding additional extensions. Also the cloud based software are running on azure that is beyond the control of the partner.

How can this change partners behavior? Partners are changing towards becoming verticalized trusted advisors, but with limited responsibilities. We can give recommendations based on what we know about the software and how to use it efficiently but the costs are more on a T&M(Time and Material) basis. It will more be the customer them selves that is responsible for the implementation and time-tables.

Some customers will not accept this change, but other do. There are currently resource constrains in the Dynamics 365 partner channel and we partners avoiding customers that takes a back-seat approach towards their implementation projects. The sales focus will change towards those customers that take more of the responsibility themselves, and that do understand to take a more dynamic and agile approach. A 400-page requirement document is not a good start for an ERP project, as we see the digitalization possibilities are accelerating. We also see that customers don’t run a 2 year ERP implementation project before going live. They run a 90 days project to get live with only parts of their requirements. The project then takes on other areas and they extend their use of the Dynamics 365.

At the end, I include some trusted advisor recommendations that I think can inspire anyone that is about to start a project.

How to avoid System.InvalidCastException: Unable to cast object of type 'Microsoft.OData.Edm.Library.AmbiguousTypeBinding' to type 'Microsoft.OData.Edm.IEdmCollectionType'.

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Problem: When trying to extract metadata using Odata client you will get this error System.InvalidCastException: Unable to cast object of type 'Microsoft.OData.Edm.Library.AmbiguousTypeBinding'...(read more)

Deploying SSRS Reports to Dynamics ax 365

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I was going thru the deployment document where I found the way to redeploy all the reports which also includes your custom reports.  You normally execute this at the end, after the package is successfully deployed,

Deploying all/specific reports Using PowerShell

All reports can be deployed using following commands . To run command open PowerShell as administrator

K:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\DeployAllReportsToSSRS.ps1 -PackageInstallLocation “K:\AosService\PackagesLocalDirectory”

Specific reports can be deployed by making small changes to above script. This script below can deploy all the AssetDep* reports and TaxVatRegister report.

K:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\DeployAllReportsToSSRS.ps1 -Module ApplicationSuite -ReportName AssetDep*,TaxVatRegister.Report -PackageInstallLocation “K:\AosService\PackagesLocalDirectory”

Thanks

Amir : Happy Daxing

Payable Bot Dynamics ax 365

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Satya Nadella

We have seen an age of mobile phone apps, and guess what is coming next? Chatbot’s. To acknowledge their soaring growth and to leverage on this business opportunity, at this year’s Build conference, Microsoft has released a full framework to build bots. It is called the Bot Framework

*****************************************************************************

Hi Guys,

We Bot team (Amir& Zain) has completed first ever Chat Bot integration POC at Mazik Global. We have publish the bot to skype channel and now Payable operations can be performed from any where using Skype.

Here is the user manual if anyone would like to see details on its.

Payable Bot – D365 manual

On Technical details; how we have completed this. We would divide this to 3 parts, you would need some basic C# Async programming knowledge, You will need to design connector using c# that will talk to AX on simple read/write need of the Bot, third you need to publish the bot and connector to Azure, there you need some configurations and settings.

On configuring the Bot project and machine, please ready this blog

https://msdax.wordpress.com/2018/03/27/chat-bots-microsoft-bot-framework/

Here are lots of sample projects on Chat Bot, that helps me a lot in making this simple Chat bot.

GITHUB Sample projects on ChatBot

On writing the connector and publishing the App to Azure i have already covered detail blogs previously. that will help you in making the connector and publishing it to Azure.

https://msdax.wordpress.com/2018/03/20/consuming-dynamics-ax-365fo-data-entities-using-web-api-part-1/

https://msdax.wordpress.com/2018/03/22/consuming-dynamics-ax-365fo-data-entities-using-web-api-part-2/

https://msdax.wordpress.com/2018/03/31/consuming-dynamics-ax-365fo-data-entities-using-web-api-part-3/

Thanks for reading this interesting topic, I have keep it shot and simple, If you have any further questions or you would like to get any further Technical or Functional details, you can leave a comment and i will try to respond ASAP.

Thanks again

Amir : Happy Daxing.

 

Package deployment with Dynamics 365 Operations

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Recently i got chance to experience the D365 Package deployment, and here is the guide i have followed.

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/deployment/install-deployable-package

I was going to install Update 11 for Microsoft Dynamics 365 Finance and Operations:

I ended up completing the following steps:

  1. Browse to https://lcs.dynamics.com/
  2. Click on the Shared asset library button
  3. Select Software deploy-able package
  4. Download Dynamics 365 Unified Operations Platform Update 11 and copy downloaded archive to specific folder manually created on VM. For instance, C:\Update11
  5. Right-click on the downloaded zip-file, select Properties and click on the Unblock
  6. Extract archive file to C:\Update11\AXPlatformUpdate folder
  7. Open Command prompt application as Administrator, change current folder to C:\ C:\Update11\AXPlatformUpdate by the following command:

   cd C:\Update11\AXPlatformUpdate

  1. Run the following command:

AXUpdateInstaller.exe generate -runbookid=”DevBox” -topologyfile=”DefaultTopologyData.xml” -servicemodelfile=”DefaultServiceModelData.xml” -runbookfile=”DevBox-runbook.xml”

  1. Run the following command:

AXUpdateInstaller.exe import -runbookfile=”DevBox-runbook.xml”

  1. Run the following command:

AXUpdateInstaller.exe execute -runbookid=”DevBox”

  1. Wait until it’s completed. In a nutshell, there are 16 steps that must be completed.

After completion you can check About form and you will notice that platform version has been changed.

Microsoft Dynamics 365 Finance and Operations About Updated

AX Performance Monitor 101 – Tips and tricks to deal with performance counter files

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In my previous blog post, I explained how to setup Performance Monitor (PerfMon) to proactively capture performance data while cleaning old files to keep disk space under control. This is, let's say, our ideal scenario, but sometimes setup is not that specific and we need to deal with suboptimal files that contains the performance data...

Delete all transaction data for legal entity in Dynamics 365 FO

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Hello Techies, I’m writing this post after a long time, Hope you enjoy reading. We are already aware of deleting data in previous versions of AX using SysDatabaseTransDelete class,it’s...(read more)

Dynamics 365 Financial Reporting: Finding version number

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In Dynamics 365, finding the Financial Reporting version is a bit more complicated than what we were usted to in AX 2012 and earlier versions. There is no longer a menu option in the Report Designer tool...(read more)

Microsoft invests $5 billion in Internet of Things

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From improving driver safety on Alaskan roads to providing African schools with electricity, Microsoft Internet of Things (IoT) solutions are bettering working and living conditions around the world. And...(read more)

D365: Mark sales order as voided

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In case if you do not want your sales order to be deleted for different reasons, in AX there is a nice feature of marking such sales orders are voided. It enables you to keep tracking missed deals or whatever...(read more)

D365: Safety level of invoiced orders. Allow/disallow changes to a fully invoiced sales order (purchase order)

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In account receivable parameters there is an option that control what you can do with the fully invoiced sales order. This option is valid for purchase order as well. With this setup you allow or disallow...(read more)

D365: Full text search

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With a large amount of data collected by companies in the system like items, customers, prospects, they need fast and convenient ability to search. For instance, when you are creating the sales order,...(read more)

How to add list grid in workspace form in D365

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In this tutorial, We will create a new list for a workspace, to show all purchase orders list. Step 1: Add a TabPage in your PanoramaBody Tab and apply design pattern as shown in image. Step 2: Add an...(read more)

Don’t Miss Out! Join Us for Summit EMEA, 24-26 April in Dublin

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Time is ticking. Don’t miss out on your last chance to register for Summit EMEA. From 24-26 April, the Convention Centre in Dublin, Ireland will be taken over by nearly 1,500 Dynamics users and partners from all over Europe for Summit EMEA.

Register Now.

Get Inspired by 200+ Sessions

The Summit EMEA programme offers attendees the opportunity to hear about the latest trends and developments within the industry and attend technical and functional training for all product versions. At the moment, 128 D365UG/AXUG sessions and 100 D365UG/CRMUG sessions have been announced within the conference schedule.

Don’t Miss These Side Events

Alongside the main conference, there are also plenty of inspiring side events that will allow you to enhance your Summit EMEA experience and get the most out of your visit to Dublin. Learn more about these can’t miss events:

Pre-conference Academy - Monday, 23 April, The Convention Centre Dublin

Summit EMEA Partner Exchange– Monday 23 April, The Convention Center Dublin - Liffey Hall

Summit EMEA Executive Programme– Wednesday, 25 April, Dublin Marker Hotel

This Video Says It All

Hear why the User Group community is heading to Dublin to take part in Summit EMEA:

(Please visit the site to view this video)

Join us in Dublin for a week of content, community and networking - secure your registration for Summit EMEA today.

Register Now.

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