Sending the Customer Group records From D365 to Outlook: Logic Apps POC

Sending the Customer Group records (D365) to Outlook:

Step 1: Login to the Azure portal https://portal.azure.com with your credentials


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Step 2: Search Logic App, and click on it


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Step 3: Click create button on the right corner below


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Step 4: Give Name and select an Existing resource or create a new resource group and click create


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Step 5: Select Blank logic app

Step 6: Perform the following steps :

                1 Create request

                2 Create Response

                3 Take Dynamics 365 operations and select get records


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                4 Sign in with your credentials

                5 Add instance and Entity Name

                6 In next step add office 365 outlook and sign in with your credentials

                7 Add To, Subject and Body (Give the field names that needs to be send via mail)

                8 Save the Logic App Designer


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                9 Click run, Once the Logic app runs successfully you will see all the green check marks


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Excel addin for D365 and Table browser for Chrome

Below steps will guide you to add D365 excel addin to your Excel

Step 1:

Browse the below link, and Click Add button

https://store.office.com/en-001/app.aspx?assetid=WA104379629&ui=en-US&rs=en-001&ad=US&appredirect=false

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Step 2:

Click on Open in Excel link

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Step 3:

Click on Open Office (desktop) as shown in below screenshot

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Step 4:

It will prompt you a window, as shown in below click yes

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Step 5:

Excel will be opened and asked for Enable, Click on Enable

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Step 6:

After clicking the Enable  a window will be opened on right side of excel to login to your D365 account,

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Step 6:

Paste the Same URL in server URL, click on Ok

Login to your D365 account and copy the URL till XXX.dynamics.com

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Step 7:

It will ask you to confirm the changes, on clicking the Yes button it will be redirect you to sign in page

login with your account details which is using for D365

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How to add multiple report design under Print management in AX 2012

Below are the steps to be followed :

Step1. Create new Design for report under visual studio
Step2. Add code to method:
\Data Dictionary\Tables\PrintMgmtReportFormat\Methods\populate
Add code  before TTSCOMMIT:
addOther(PrintMgmtDocumentType::PurchaseOrderInvoice, ssrsReportStr(VendInvoiceDocument, MyReport), ssrsReportStr(VendInvoiceDocument, MyReport), #NoCountryRegionId);
Step 3. Choose you new format under:
AP -> setup -> form setup -> Print management -> Vendor invoice -> report format to VendInvoiceDocument.MyReport
Step 4.
New Report design can be executed from use Print management from Inquiry journal forms or during posting by selecting Print management destination.
Step 5. (Optional)
In case: the report still keep original design, add this code to class VendInvoiceDocumentController in method outputReport or Main:
//original menu item or your new menu item
if(args.menuItemName() == menuitemOutputStr(MyReportMenuItem))
{
formLetterReport.getCurrentPrintSetting().parmReportFormatName(ssrsReportStr( VendInvoiceDocument,MyReport));
}

Extensions In D365

Table Extensions :

The following table lists each table method and its events.

Published Table method Preceding event Succeeding event
validateWrite ValidatingWrite ValidatedWrite
validateDelete ValidatingDelete ValidatedDelete
validateField ValidatingField ValidatedField
validateFieldValue ValidatingFieldValue ValidatedFieldValue
modifiedField ModifyingField ModifiedField
modifiedFieldValue ModifyingFieldValue ModifiedFieldValue
Insert Inserting Inserted
Update Updating Updated
Delete Deleting Deleted
Initvalue InitializingRecord InitializedRecord
FinalDeleteValidation Executed when a delete operation is performed on a table object, before the operation is committed to the underlying database table N/A
FinalInsertValidation Executed when an insert operation is performed on a table object, before the operation is committed to the underlying database table N/A
FinalReadValidation Executed when a read operation is performed on a table object. N/A
FinalUpdateValidation  Executed when an update operation is performed on a table object, before the operation is committed to the underlying database table. N/A