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

In this article, I will explain how to install the Deployable Package created with Build, which is the last step of moving the developments we made from Visual Studio for Dynamics 365 Finance and Operations to Test and Live environments, to Asset Library and then how to carry this package to test and live systems. I talk about performing a simple development movement with this article. Of course, there are too many details here. There are many steps that need to be examined, especially when problems arise.

This process may be more troublesome compared to the old version, but it is definitely a better method. It will be difficult for customers who still develop live and move codes to live every day, but they should definitely switch to moving at least once a week. Even for the old version, we recommend moving to live once a week (twice at most). In this version, moving to live more frequently causes a great loss of time. The problem I usually see in projects that require intervention to live too much is that your test and design stages are insufficient. Developments that are not well designed and tested, constantly create a need to intervene to live environment. With this work logic, you cannot create projects in the new version.

In the third article of this series, we downloaded the Deployable Package, which was the result of Build. We can now upload this package to Lifecycle Services. Log in to the LCS and select our project. Open Asset Library from the menu.

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Open the Software Deploable Package tab. Open the new package download page by clicking +.

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On the page that opens, enter a name and description. It is useful to set a standard here.  Click Add a file.

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Select the package you downloaded.

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After the installation is complete, click Confirm.

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Our package appears in the list. It is not yet confirmed. After a few minutes the Valid part will also be checked. Now we can install this package in our test and live environments.

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Since it is not live in this environment, I will first show it from the test. The same steps are required for live as well.  Open your SANDBOX Test environment by clicking Full details.

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Click Maintain-> Apply updates.

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Select the package you installed from the window that opens. Apply is not active without naming it. You need to specify a suitable name format. In the new version, one of the most difficult things seems to be naming. You have to give names so many times that it is difficult to set and apply rules everywhere. After you click Apply, the test environment will automatically start to install the package and you will not be able to access the environment for at least 1 hour. You should be aware of that. You can follow the status of the installation process on the detail page of your environment.

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The process of making the package live is the same, except there are two differences. Firstly, you need to mark the Package as Release Candidate. Second, you need to set the date you want the package to go live. This is done by using the Schedule button. I could not provide an image of it because it was not live in this environment yet.

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In this article, we completed the process of moving a development environment to test and live. Of course, I explained it through a very simple and problem-free scenario. In real life, things are not that simple, but not so difficult as well. There are many tools to solve problems. Being organized is very important. You should pay attention to naming and standards. I will continue to explain the details and solution methods of this whole process. I hope it is useful for you.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps , Release Candidate, Deployable Package, 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

Bu yazıda Dynamics 365 Finance and Operation uygulamasında herhangi bir nesneye nasıl yetki tanımı yapılır anlatmaya çalışacağım. Bunu çok kullanmanızı tavsiye etmiyorum. Ne kadar çok ayrıntıya girerseniz güvenliği yönetmek o kadar zor olacaktır. Ancak tabi bazı durumlarda bu ihtiyaç olacaktır. Bu durumlarda gördüğüm bir yanlışta bunu güvenlik altyapısıyla değil de kodla çözmek oluyor. Kesinlikle güvenlikle ilgili işler için kod yazmayın ilk etapta hızlı çözümmüş gibi görünür ama ilerde çok baş ağrısı olur. Desteği ve sonra gelen taleplerin karşılanması çok zorlaşır. Bu yazıda önceki yazılarımda kullandığım proje ile devam edeceğim. Bir test kullanıcısına Müşteriler formu yetkisi vermiştik. Artık formu açıp verilerini görebiliyor. Varsayalım Customer group alanı bu kullanıcıda görünmesin istendi. Bunu nasıl yapabiliriz görelim.

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In this article, I will talk about the Mobile app feature that comes with Dynamics 365 Finance and Operations. With Dynamics 365 Finance and Operations, there are many mobile applications that come as standard. You can create new applications, and you can make the existing forms suitable for mobile. I will also explain new mobile application creation process in the following articles. In this article, I will publish a few applications and try to show them through the application I installed on my Android phone.

First, log in to Dynamics 365 Finance and Operations. Click Mobile app from the settings.

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Available mobile apps will be listed.  You can select the ones you want and Publish.

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For Android, search for Microsoft Finance and Operations (Dynamics 365) in the Google Play Store, search for Finance and Operations (Dynamics 365) in the App Store for Apple and install the application. I installed it on Android.

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After the installation is complete, open the application. Enter the link of the environment you want to connect to and click Connect.

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Here you need to grant permissions.

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You have to check I Understand and tap Connect. You will need to enter the user and password on the screen that appears.

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The application is ready. First let’s select a company. Click on Change company from the hamburger menu.

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Companies will be listed here. Dat is not used because it is the default company. Here you can select the company you want to work with.

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When you go to the workspace, you will see the applications you Published. You can now start using it. I opened the Project Time Entry application.

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Once you enter it, a new login page link appears.

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When you click it, the date selection screen opens. I opened the screen for creating a new record with New Entry below.

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This is the new record entry screen. Records entered here will appear directly in your Dynamics 365 Finance and Operations environment. Since I do not want to corrupt the data in the environment I use, I did not log in.

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In this article, we made an introduction to the Mobile App. I tried to explain how we can start publishing and using the installation and standard mobile applications. In my next articles I will try to explain how you can make your own mobile applications.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Mobile App, 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 step by step how to deploy a new virtual machine for new X++ developments. In this example, I will explain how to do this in a client environment. It has a similar logic in virtual machines for partner or educational purposes.

First, we log in to Lifecycle Services. Select your project and select Cloud-hosted environments from the hamburger menu.

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A page will open and list your environments. Here you can view the details and manage their status. For a new environment, click the + Add button.

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The first screen that opens has Application Version and Platform Version. You usually select the most recent one. Of course, you should select the version of your environment here. Click Next to proceed.

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Here you select the type of the environment. Available options are Demo and DevTest. For development, you should select DevTest.

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There are two options here. First one is used for Build or Test. For development, you should select Develop. For additional Test or Build environments, you should use the option above.

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Here you can adjust the environment settings. First give a name. This name is not virtual machine’s name. We will set it from the advanced settings. The most important option is D12 machines that are recommended for you, but if you want it to be a little faster and money is not an issue, definitely choose D13. Think of it like D13 is exactly twice as D12 in terms of money and configuration. You can view the advanced settings by clicking Advanced Settings.

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You can make advanced settings from the screen that opens. You don’t need to change many settings.  I will talk about the important ones. Visual Studio Version has two options.  Pro and Enterprise, use whichever suits you best.

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Here you can find the details of the version. Generally, you need to keep all development versions the same.

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Here you can choose whether you want Demo data in your environment. Generally, this is not necessary for the customer environment. If you are going to use Management Reporter, you can select demo data for it as well.

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In this section you can adjust the disk sizes. These settings are sufficient for general improvements.

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You can enter the virtual machine name here. If you leave it blank, it automatically assigns a name, and it’s not a good one.

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After completing the settings, you can start the deploy process by clicking Next.

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You will then be able to see your new environment in Deploying status in the list below. It usually takes 3-4 hours to complete. I’ve seen it take less. I did not start Deploy because it was not needed for this environment.  When these steps are done, the virtual machine will be ready. Even if you see the virtual machine when you go to the Azure side, do not try to open it before the process is completed. In order to properly use the environment, this must be Deployed.

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In this article, I briefly explained how to deploy a new development machine and I will explain the necessary settings to start developing on this machine in my next articles.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps,X++, Project onboarding, 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 what the Data Entity is and how it is created with X++. First, let’s talk about what Data Entity is.

Data Entity: We can summarize it as a meaningful data set. Especially with Ax2012, the data structure was divided into many tables in accordance with the normalization logic. For this reason, many tables need to come together in order to see certain data and to perform operations. Data Entity allows us to bring these data sources together and perform transactions over a meaningful data set. As in our example, we have 3 tables related to the book, and these are actually an interrelated Data Entity and we can see these tables in a single structure and take action.

It has a lot of usage areas. I will try to explain them in time. Let’s learn how to create a new Data Entity from Visual Studio.  I created a sample library project for my YouTube channel. I will continue on that.

1. Right click on the project and select Add > New item to open the Add New Item dialog.
2. Select Data Model > Data Entity and define the name Data Entity.
3. Click Add and open the Data entity wizard.

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Select the main data source from the Primary datasource field. There are many automatic definitions.  There are five options in the Entity Category field. You can select one of them depending on the type of your data.

1. Parameter: Used for parameter data.
2. Reference: Used for reference data. Such as units, dimensions.
3. Master: Used for master data. Such as Customer, Supplier, Stock etc.
4. Document: Used for study data. Such as sales order and logs.
5. 5. Transaction: Used for transactional data. Such as customer transactions.

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In our example, I chose Master since the main Data Entity will consist of master data. Click Next to proceed.

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Here there are the fields of the table we selected as the data source. We can check or uncheck the ones we want. In addition, features such as Label Is Mandatory come from the automatic table. You can change them if you want.

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Open a new data source selection window by clicking the Add Data Source button.

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Select the DmrAuthorTable table from the window that opens. Relation is required for the connection of tables, so select that too.

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When we add the new data source with Add, the following image appears. Now you can add and remove the fields of the new table.

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When you click Finish, Data Entity will be created. The fields and data sources we have selected have been created. We can also edit from here. 

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To add one more data source, right click and select Add New Data Source. Add the DmrBookCategory table. I can do the operations I just made on the screen from here as well.

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After adding it, define the table name and relationships. Then, right click Fields and select Add New Fields.  Add a field from the DmrBookCategory table.

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Data Entity is created. It is ready to use. Of course, there are many other features besides these, I will try to talk about them over time. Here, especially if you use Is Read Only in operations such as data transfer, you should definitely set it to Yes. The default value is No. It’s easy to miss. Be aware of that, otherwise you will have a hard time.

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In this article, I tried to explain what Data Entity is and how to create a new Data Entity. I will continue to explain Data Entities, which have many uses.

Regards.

www.fatihdemirci.net

TAGs: Data Entity, LCS, Azure, 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