Extensible data security policy for financial reports

Purpose: The purpose of this blog post is to demonstrate how we can achieve data filtration through Extensible Data Security (XDS) policies which cannot be achieved using Role-Based Security (RBS). Product: Dynamics 365 for Finance and Operations Disclaimer: This blog post uses Microsoft’s demo company data to demonstrate the concepts and processes and hence therefore … Continue reading Extensible data security policy for financial reports

How to get Table Ids

Purpose: The purpose of this post is to demonstrate how we can get the table ids out of the development or production environment of Dynamics 365 for Finance and Operations. Product: Dynamics 365 for Finance and Operations Steps: In AX 2012, we used to find table ids from the properties window for a selected table … Continue reading How to get Table Ids

Azure DevOps Workspaces Command

Purpose: The purpose of this blog is to demonstrate the use of Azure DevOps Workspaces command and how it can be executed using the Developer Command Prompt for V2015. Assumptions: Visual Studio 2015 version is being used. Steps: Sometimes you need to know the existing workspaces created for different users on different machines. The best … Continue reading Azure DevOps Workspaces Command

D365FO: Design Flow for Business Events in Dynamics 365 for Finance and Operations

Products: Dynamics 365 for Finance and Operations Microsoft Flow Azure messaging service Purpose: The purpose of this blog is to demonstrate how you can write Microsoft Flows to consume Business Events which are available in Dynamics 365 for Finance and Operations. Prerequisites: Basic understanding of Microsoft Flows Business events are activated in Dynamics 365 for … Continue reading D365FO: Design Flow for Business Events in Dynamics 365 for Finance and Operations

D365: Send email in X++ using email templates

Product: Dynamics 365 for Finance and Operations Purpose: The purpose of this document is to demonstrate how we can send emails in X++ using built-in email templates. For demonstration purposes we'll be using standard email template CnfmOrder. This email template is used to send email to customer when a sales order is confirmed. Business requirement: … Continue reading D365: Send email in X++ using email templates

D365: Create lookup in X++

Product: Dynamics 365 for Finance and Operations Purpose: The purpose of this document is to demonstrate how we can create a lookup in X++ and attach it to an extension field added to the form extension of standard Sales order form. This is a good example to see how we can use event handling to … Continue reading D365: Create lookup in X++

D365: Reverse customer transaction in X++

Purpose: The purpose of this document is to demonstrate how we can reverse a posted customer transaction through X++. The code below can be used as a script to automate reversal of posted customer transactions. Product: Dynamics 365 for Finance and Operations Development: Please find below the code which can be used to reverse a … Continue reading D365: Reverse customer transaction in X++