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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MOVE FILE FROM ONE FOLDER TO ANOTHER FOLDER USING X++

Below is for Moving files in Batch Job process :

server static void moveFile(str fileName, str newFileName)
{
    Set                 permissionSet;
    permissionSet =  new Set(Types::Class);
    permissionSet.add(new FileIOPermission(fileName, #io_write));
    permissionSet.add(new FileIOPermission(newFileName, #io_write));
    permissionSet.add(new InteropPermission(InteropKind::ClrInterop));
    CodeAccessPermission::assertMultiple(permissionSet);
    System.IO.File::Move(fileName, newFileName);
    CodeAccessPermission::revertAssert();
}

Upload the Documents through X++

Below code is to upload the documents to AX through X++:


static void Mzk_DocUploadTest(Args _args)
{
    DocuRef docuRef;
    DocuActionArchive archive;
    CustTable _custtable;
    str _name;
    ;
    
    _name=@"c:\\shivaTest.docx";
    
    select RecId from _custtable where _custtable.AccountNum =="MTSP-000001";
    
    if (_custtable!=null)
    {
        ttsBegin;
            docuRef.clear();
            docuRef.RefRecId = _custtable.RecId;
            docuRef.RefTableId = tableNum("custtable");
            docuRef.RefCompanyId = curext();
            docuRef.Name = _name;
            docuRef.TypeId = 'File';
            docuRef.insert();
            archive = new DocuActionArchive();
            archive.add(docuRef, _name);
        ttsCommit;
    }
}

What’s New in AX 7.0

What’s New in AX 7.0

What’s new in Technologies?

•Technologies : Win32 -> HTML, CSS, JavaScript based; no plugins RPC-> Services communication, Hosted through modern Browser or Windows Store App
•Low latency between logical control and AOS, 
•High latency between physical control and logical control 
•All X++ runs on server tier,
•Form app state on server, 
•Deltas keep control state in sync, 
•Web server to support WAN usage
•Single Page Application,
•Common browser actions for new windows/tabs,
•Back button for all forms and panels
•Simplifying navigation and form management
•URL updating for direct navigation items
•Parent record context

What new in basic functionalities?

•Fully web base function (setup /configurations/operation/reporting)
•Very colourful web base client with new slider functionality
•New Fleet management module coming in
•New task recorder function has been introduce, which you can play from AX and it will guide you the all the steps in AX itself.
•Workflow ribbon has been removing, workflow operationally has been changed. But configuration of the workflow is same like AX2012 R3 CU9.Optional workflow on all create/edit processes.
•EP/ESS has been remove, its replace via ESS/MSS workspaces
•Error messaging or warning messaging look change like LCS.
•Lots of reports layout changed with nice look and fill which can be used as external business documents.

What new in module specific functionalities?

•Financial statement reports now migrated to management report. There is no standard financial statement report available via SSRS reporting. Deployed Management reporter with AX 7.0, it means you no need to install separately.
•There are new 16 default reports available for General ledger module.
•Few navigation in GL form got changed i.e., legal entity of the main account move to as a fast tab in main account form. 
•Budget planning has enhanced, now it’s more easy to use for user and as well as consultant to configure.
•Mis Charges posted in Product receipt has introduced in AX 7.0

•Human resource management now more easy to market due to web capability. Now it’s can complete with other HRMS specific product. 
•Employee master is very easy to create.
•New workflow has been in introduce for loan equipment request via ESS workspace.
•Expenses management module is now support calendar view expenses report preparation with itemized capability.
•Project Accounting module has few new changes; role base estimation which has introduced in workforce scheduling. It’s also integrated with WBS of a project. Its support role base operation, automatic team generations
•Pricing for the role also introduced, which help the sales team and project team do a cost & revenue analysis with role. 
•WBS template export and import function introduced, which help the project manager use this function without MS project server 2013 integrations
•360 degree view available for resource available with graphical view. Resource load visibility also available from the same view.