Posts Tagged ‘ what is Dynamics 365

How to Publish Dynamics 365 Finance and Operations SSRS Reports?

In this article, I will explain how you can publish SSRS reports (Deploy) for Dynamics 365 Finance and Operations application. It is one of the basic reporting tools of SSRS. You can use it in the reports you want to produce output. After the initial installation or after creating a new report, you need to publish it to see it in the app.

First, open Power Shell as Admin.

Run the following code for your Azure environments. Folder paths may change with updates.

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

Run the following code for local environments.

C:\AOSService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\DeployAllReportsToSSRS.ps1

There may be some warnings, but you can ignore them while waiting for the result.

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All reports published without any errors.

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If you want to publish a certain report with Power Shell, you can use the code below.

K:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\DeployAllReportsToSSRS.ps1-PackageInstallLocation “K:\AosService\PackagesLocalDirectory” -Module ApplicationSuite –ReportName .Report

Finally, you can publish a newly created report via Visual Studio as shown in Image-3.

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In this article I explained how to publish SSRS reports. There are many topics related to reporting. In my following articles, I will talk mostly about reporting features.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, SSRS, Deploy, 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

How to Import and Update Data to Excel via Dynamics 365 Finance and Operations Forms?

In this article, I will explain how to import data from Dynamics 365 Finance and Operations forms into Excel and change them in Excel. Yes, you can change the data through Excel and enter new data. Of course, it may not work the way you want in all situations, but it is quite successful in general. One of the biggest advantages of Microsoft is that all of these systems are integrated.

Let’s have a look at our example. I open the VendGroup form, from which I transferred data in my previous articles.

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From the form that opens, I click the Office icon and click Vend Group (usmf). If your form has multiple data sources and different structures, you can see several different options here.

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I click Download to download it to the local machine.

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There may be warnings due to security settings, you can accept them and continue.

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I click Trust this add-in, which will appear when you open it for the first time.

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The home page is opened. Here you must log in as an authorized user.

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If there is no problem, the form will fill automatically and the menu will appear on the right.

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I did not correctly provide the Description information in data transfer, so I correct it and send it to the system by clicking Publish.

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When I refresh the VendGroup form, I see that the updates I made through Excel are applied.

In this article, I explained how you can transfer data to Excel via any form and upload your updates via Excel to the system. Of course, this does not work efficiently for very large data, you need to be careful. It is a feature that will facilitate the daily lives of the users at many points. It would not be wrong to say that the product is used very effectively with the Office applications. It was not that easy before.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Excel Export Import, 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

How to Update the Version in Dynamics 365 Finance and Operations Environments?

In this article, I will try to explain how you can update the versions of your Dynamics 365 Finance and Operations environments. First of all, we should give credit where it is due. Microsoft made the ERP system update almost like the Windows 10 update with a very good solution. I think the One Version approach is a revolution in business software. All customers using ERP in the cloud have to receive updates published periodically. The good thing here is that Microsoft updates the system at will, thanks to the Extension approach. Your developments are rarely affected by this. In the old system, it was a process that took months to even upgrade to a higher update. Now you can get it done in days or even hours.

In this article, I will explain how to upgrade a demo environment from CU34 to CU35.  First, select your project.

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Select the environment you want to update.

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Your environment information appears. Go down and look at the update information.

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It says that there is an update. Click View Update.

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It shows all of the update packages. Click Save package.

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Here I have selected all the packages. You must do this for the version update. If you need different updates, you can choose the package directly from here. Then click Save package.

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Name the package and click Save package.

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This takes some time depending on the size of the package.

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If it completes without error, the following explanation will appear. Complete the process by clicking Done.

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Go to the Asset library and open the Software deployable package tab. Package has arrived but has not been approved yet. We have to wait for a while.

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After approval, open your environment again and click Apply updates.

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Select your package from the page that opens and click Apply.

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The confirmation screen will appear. Click Yes and continue.

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It says our version will be updated. Click Yes.

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After that, the update process starts. You can track the status of the environment here. If there is no problem within 1 hour, the process will be completed. If there is a problem, you can refer to the log to see the origination.

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When the update is complete, if there was a problem, there are options such as undo and retry.

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In this article, I explained how an environment is updated to the new version. It’s a very simple process. If you need to update multiple environments, you don’t need to create packages for all of them. You can use the same package for all your environments. Make sure your environment is open before starting the update. If you turn off the machine from Azure side, LCS doesn’t see it. After the update is complete, it is useful to start a synchronization via VS for demo environments like this.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Update, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apps, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

How to Authorize Dynamics 365 Finance and Operations Lower Level Form Objects?

In this article, I will try to explain how to define an authorization for any object in Dynamics 365 Finance and Operation application. I do not recommend using this. The more details you go into, the more difficult it will be to manage security. However, in some cases, this will be needed. One mistake I see in these cases is to solve this with code, not with the security infrastructure. Never write code for security related work. It seems like a quick solution at first, but there will be a lot of trouble in the future. The support and subsequent requests become very difficult to meet. In this article, I will continue with the project I used in my previous articles. We had authorized a test user for the Customers form. Now they can open the form and see its data. Assume that the Customer group field was asked to appear on this user. Let’s see how we can do this.

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I add a new Privilege.

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Under Privilege, right click the Form Control Permissions section and click New Form.

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In the Name field, select CustTable form.

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Right click on CustTable to create a new object and type the name of the object you want to authorize. Grant is the key part. With No Access, we ensure that those who own this Privilege do not see this object. It may not appear in the lookup here. It doesn’t matter, you can directly write the name. These definitions will not be sufficient. We need to change a property of the object for which we will define the authorization.

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In order to make this change, we need to create an extension for our form at this stage.

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Open the Extension you created. Find the object you want to authorize and from its properties, change NeedPermission to Manual. It means that you will manage the authorization of this object. It’s better to use the Extension as the first step.

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Then add the Privilege to Duty we used in our previous articles.

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Save and compile our project and run DB synchronization for our project only. After that, when you log in with the test user and open the Customers form, you will see that the Customer Group field does not appear.

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In this article, I tried to explain how a low-level object is authorized. It can be done very simply, but if you define too many low-level authorizations, it is very difficult to work it out. Try to authorize from the entry point as much as possible.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Security, 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

How to Create a Batch Job with RunBaseBatch Framework?

In this article, I will try to explain how to create a new Batch Job for Dynamics 365 Finance and Operations. I will create an example using RunBaseBatch. I will give examples with SysOperation in my future articles. Let’s look at what batch job is. It is an infrastructure that is used to run a job on a different server and at a certain time, repeatedly. Let me give you the simplest example. The central bank announces the exchange rates at a certain time every day. You need to take these values and save them in the system. You have written a class for this and that class connects to the service and gets the values. However, this has to be triggered at the same time every day. This is where batch jobs come in and allow you to make these settings.

In this example we will create and run a very simple class. First I create a new project.

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After the project the class is required, but we will not create it from scratch. We will duplicate the Tutorial_RunBaseBatch class from the samples.

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Let’s give a name to the class we duplicated. There are a few things to consider. First of all, don’t change the structure of the class. It works smoothly as is. If you don’t need dialogs, you can clear them. It is essential to derive from RunBaseBatch. You must use Pack Unpack. Pack Unpack ensures that your parameters are stored in the system. It is such an extensive topic that needs a dedicated article.

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When a class is duplicated, the name of the old class remains in a few places. These need to be fixed. I changed the Main method to this.

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Similarly, I changed the construct method in this way.

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Run method is where the main work is done. In this sample class a dialog opens and asks for the date and client code. I print the values coming from this dialog in the run method.

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I create a new MenuItem to run the class.  I select the Object and ObjectType.

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I mark the MenuItem as the starting point.

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When I run my project, the dialog screen opens. I enter a date and select a client. I select No for Batch processing. When I click OK, the class will directly work.

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The class worked and displayed the output on the screen.

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Now let’s see what happens when I click Yes. Of course, this appears because we derived our class from the RunBaseBatch class. After I defining a few important areas, I click Recurrence.

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Here I can determine how often and when this job will run. I can get it running every 10 minutes if I want, but it’s enough for me to run it once, so I leave it like that.

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The class did not work when I closed the screens by clicking OK. Instead, it showed the message saying that it added to queue.

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Now let’s open the Batch Jobs form.

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Let’s find our own batch job and take a look at the progress. It is Ended, which means it worked and finished. If it was a recurring job, it would be in Waiting state.  I open the advanced form by using the Switch to enhanced form option.

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This form includes more details. I will not mention all of them. I click on Batch job History to check what our batch job has done and whether it worked correctly.

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When I click Log from the screen that opens, I see that the date and customer information I selected appear on the screen. So my class worked. If there was an error I could check it here.

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In this article, I tried to explain how to create a new batch job using RunBaseBatch. Batch job is a very extensive topic. I will continue to explain it with different viewpoints.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Batch Jobs, RunBaseBatch, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apps, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

Dynamics 365 Finance and Operations Data Management 1. How to Import Data?

In this article, I will introduce Dynamics 365 Finance and Operations data management infrastructure (Data Management Framework). The scope of data management is very large. I will try to talk about the basic principles in this series. Data is very important for every application, but the reason for the existence of ERP is to collect the data correctly and to create meaningful reports from the collected data. For this reason, the product has always had powerful tools for data management. With the cloud, these are now very advanced. Many different technologies such as CDS and Azure DataLake were involved. Of course, SQL and table structure remains, but with the added Data entities structure, we have a much more flexible and easily managed structure. In this section, I will try to explain how to manage Data Entity and Entity Packeges using the data management infrastructure.

The data management infrastructure consists of the following objects.

  • Data entities – They are meaningful data sets. It is a structure that consists of one or more data sources to view and process a certain data. Data Entity allows us to bring these data sources together and perform transactions over a meaningful data set. It is suitable for reuse. It is used for integration, data transfer and many other purposes.
  • Data project – A project record that holds edited Data Entity and relationships. It can be reused.
  • Data job – Includes run Data Projects, uploaded files and recurring processes.
  • Job history – Keeps the history of transactions.
  • Data package – It is a compressed structure with Data project manifest and Data files. It is created over the data job. It allows importing and exporting multiple files in one operation.

You can use this structure for three different scenarios:

  • Data migration
  • Set up and copy configurations
  • Integration

Let’s get to the topic of this article. We’ll start with a very simple data transfer. We will transfer the vendor group. (VendGroup). Log in to Dynamics 365 Finance and Operations and open Workspaces > Data management worksheet.

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Click Framework parameters Tile. Tile’ı nasıl çevirmek lazım emin olamadım. En iyi uygunu tuğla veya fayans gibi duruyor ama ben karo diyeceğim. J  You can make many settings from the screen that opens. Now just select the View defaults section as Enhanced view.

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This is now the advanced view. You can return to the old view by selecting Standard view.

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Click on the Import tile.

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Enter the basic information and click Add File.

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By the way, the data I will transfer is a csv as shown below.

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From the window that opens, I first select the Entity I want to transfer from. I determine the format. I select my file by clicking Upload and add.

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I click Yes.

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Here it says some relationships are missing between my file and the Entity. I can do it here if I want. I lick No for now.

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Transfer failed due to lack of relationships. However, the project was created. I click the icon under view map.

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It shows the links between my file and the Entity. Since the headings in my file are tags, it could not auto-match. I can do it manually from here.

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I have completed my mappings and I save.

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I go to my project and click Import.

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It adds the transfer to the working list.

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It quickly completed the transfer because my data was too little.

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Now I can open the VendGroup form and see the records I imported.

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In this article, I made an introduction to data management and performed a very simple data transfer. I will talk about very different uses of this structure in my following articles. Both consultants and software developers need to know the capabilities of this very well. There are many different uses. It is a structure that will save you a lot of time with proper use.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Data Management Framework, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apps, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

How to Move Developments to Dynamics 365 Finance and Operations Test and Live Environments? 2- Merging Code Between Dev and Main Branch.

In this article, I will talk about Merge, which is the second step required to move the developments we made from Visual Studio for Dynamics 365 Finance and Operations to Test and Live environments.  Merge is basically to transfer code between different folders and branches. Our example has two Branches: Dev and Main. The general approach is to transfer the code to Test environment with Dev Build. Then for the approved developments, it is necessary to perform Code Merge from Dev Branch to Main Branch and then create a Build on Main and transfer to live environment. Of course, these are just approaches that you may choose from. You should decide on one of these methodologies according to your own team and the requirements of the project.

So, how do we Merge from Dev to Main? First, open Visual Studio with admin rights.  Open the Team Explorer-> Source Control Explorer screen. In my previous articles, I explained how to connect DevBox to Azure DevOps. So, I directly see my Azure DevOps project. We used a different folder structure in this project.

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Right click on the Branch you want to start Merge and select Branching and Merging-> Merge.

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Source Control Merge Wizard opens. Source Branch and Target Branch appears automatically. You can change them if you want. Here I need to talk about Changeset. Changeset is a structure that contains all the objects in a check-in. An automatic ID is created and the transfer operations are usually done with this ID. Select Selected changesets here and continue. I will talk about the other option below.

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All Changesets that have not been merged will be listed. You are free to choose.

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When choosing, be careful not to leave any spaces between Changesets. Spaces can cause a lot of Conflicts and they are annoying to deal with. You should track this regularly and properly. Click Next to proceed.

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A summary screen appears and if you click Finish, the process is completed. In this environment, I do not continue as Merge is not ready yet.

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Let’s see what happens if we continue with the other option. If proceed by selecting All changes up to a specific version, we can Merge according to certain types.

  • Changeset: When you select this option you can enter any Changeset number. In addition, you can search for Changeset by clicking (…) here and select the Changeset you want from the search window.
  • Date: This option allows you to choose changes for a certain date.
  • Label: It is a mechanism that allows you to take snapshots of your development. If you use it, you can make choices for it here.
  • Label Version: It allows you to choose versions if you are using the Label mechanism.
  • Workspace Version: With this option, Devbox allows you to choose the workspace you are working on.

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If you choose Changeset, you can search for a specific Changeset number and proceed with the results.

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In this article, I talked about the Merge logic used for transferring code between branches. It is not essential to transfer the code for the test and the live, but it is necessary to determine the right strategy and automate them. The DevOps engineer has become a very important role for our applications. Now that we have transferred the codes, we can move on to the 3rd stage, Build creation.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Merge, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apps, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

How to Move Developments to Dynamics 365 Finance and Operations Test and Live Environments? 4- Installing Deployable Package to Asset Library

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

How to Move Developments to Dynamics 365 Finance and Operations Test and Live Environments? 1- Developing and Sending to Azure DevOps.

In this article, I will try to explain how to move the developments we made from Visual Studio for Dynamics 365 Finance and Operations to Test and Live environments. I thought of wrapping it up in a single article, but I realized it would be too long so I divided it into sections. In this first article, we will make a new development and compile it, then we will do the first tests in our development environment, and finally, we will send our development to Azure DevOps. In the other articles of this series, I will explain how to Build in Azure DevOps and how to move the package to test and live environments.

Let’s have a look at our example. I will write a simple class and make an information screen appear when it is run. Then I’ll create a MenuItem and connect it to the Menu. In my previous articles, we created the DmrWMS model and the DMRWms1 project. I will use this project. Right click on the project and click Add New Items. Select Class as its type, name it and click Add.

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I added the following codes to the class. It has a very simple structure. I made it work on its own with Main. I gave an Info in the Run method.

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Now let’s create the Menu Item that is necessary to run our class and add it to the menu. Select Action Menu Item from the Add New Items section, name it and click Add.

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Select the Object Type Class from the resulting Menu Item properties. Select the class you created as Object. Do not forget to set Label as it will appear in the menu.

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Let’s test the development now. Right click on the project and click Build.

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If Build is completed without any errors, mark the Menu Item we created as Set as Startup Object and run it by clicking Start.

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It called the Menu Item class and displayed the notification on the screen. Our code works J

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Now we can add it to a menu. Since I want to add it to a standard menu, I must use Extension. I will explain the Extension logic in my next articles, but here you can think of it as an extension of the standard object. You can add new things without breaking the standard. I created an Extension of the AcountsPayable menu with the Create extension option, as shown in the picture.

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I drag and drop my own Menu Item under PeriodicTask to the resulting menu.

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I Build my project again and run it.  Build Test appears in the menu. Our development is almost ready to send to version control. Normally it is necessary to add security related objects here. I’m skipping them for now.

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I click Team Explorer-> Panding Changes.

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I should see all the objects I’ve created. If there is something missing, I need to add it with Add to Source Control. If you have followed me here, it will automatically add when the object is created. I add a comment and click Check In.

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I click Yes to complete the process.

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When I check my Azure DevOps project, I can see all my objects. I am now ready to run Build.

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In this article, we have made the initial preparation to move developments to test and live environments. We created a simple project, performed the first tests and sent it to Azure DevOps. After this stage, if I had a Dev Branch, I had to perform Merge first. But in our example, since we work directly with main, we are ready to start Build. I will talk about how to perform Merge later.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps,Build, Deploy to Test,  Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apps, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

How to Change the Default Model for Dynamics 365 Finance and Operations Developments?

When you install a new DevBox for Dynamics 365 Finance and Operations, the default model is Fleet Management. If you create a new model, you can mark it as the default model while creating it. However, to use an existing model, it is necessary to make changes to the DynamicsDevConfig file.

In my previous articles, I created the DmrWMS model and marked it as the default model. Therefore, my every new project opens in the DmrWMS model.

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I have two models in this environment. If I want to work on the other model, unfortunately I cannot choose it while creating the project.

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As you can see, it is not possible to choose a model in the new project creation screen, or I could not find it. Of course I did some research.

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To change this, it is necessary to open the DynamicsDevConfig file in C:\Users\Adminb17ce65567\Documents\Visual Studio 2015\Settings.  You must go to this path with your own user. Adminb17ce65567 is my auto-generated admin user. That is the user I connect with Remote Desktop. You can find very useful information in the DynamicsDevConfig file. Let’s go over these 3 features for now.

<DefaultCompany></DefaultCompany> // You can set the default company here.

<DefaultModelForNewProjects>DmrWMS</DefaultModelForNewProjects> // You can change the default model here. When first opened, you will see Fleet Management here.

<DefaultWebBrowser                   i:nil=”true” /> // You can set the default browser here. Sometimes if you want to use Chrome for tests you can change this.

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In this article, I tried to explain how you can change the default model with the DynamicsDevConfig file. It is imperative to work with the model and it is necessary to set up the model management correctly and make sure that the software developers develop the right model. It becomes troublesome to fix them later.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, DynamicsDevConfig, 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

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