Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

New Dynamics Ax

How to deploy non production database to Production server Dynamics 365 for finance and operation.

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This activity is not recommended, but most of the time,  before go live , master data is configured on UAT server and rapidly used. And most of functional consultant do not want this activity on production. Due to time saving as well as they are too much busy on different projects. Any how we can do this. There was no option available directly deploy or restore UAT database to production. For this we have to create service request to Microsoft. This is step by step guide.

So first step is to login into LCS and then open your project

From project detail form click on create new service

Machine generated alternative text: 365 for Operations Implementation Project 5/31/2017 and develop oroduction environment mock cutover system health 7/15/2017 Deploy 3/25/2018 Test 5 Operate Description The entire project team should pa te in a Go Live Health check ta ensure all asp f the system are operating as expected; bat ctionaly and technically. Task history ENVIRONMENTS Subscriptions available SeNice requests PRODUCTION Environment hsa state: Deployed Full details SANDBOX: STANDARD ACCEPTANCE TEST V Environment 'at state: Deplcyed Full details SANDBOX: DEVELOP AND TEST V Environment dev state: Deployed Activate Wins-dws u etails

From Service request window. Go to service request and click on add new

Machine generated alternative text: tecycle Services namvcs Operations Implementation Project .A Corporate m ces Work items Open work items Support issues Service requests Hotfix requests Extensibility support requests + Add p Filter View environment details Reschedule Cancel Show cancelled requests Show finished requests onment name -uat Actionable by Sep.•ice Provider Provider Provider Downtime start 1/4/2020 PM (UTC +04:00) 10/9/2018 AM (UTC +04:00) 10/3/2018 AM (UTC +04:00) Downtime end da 144... 63066 61762 Maintenance Operation New deployment New deployment New deployment Service request st... Requested Requested Requested

From popup select Sandbox to production

Machine generated alternative text: ics 365 for Operations Implementation Project View environment details Reschedule Cancel Show cancelled requests Corporate Services LLC.) Show finished requests v"aintenance Operation Qew deployment Qew deployment Qew deployment Environment name Qui-I at Service request st... Requested Requested Requested Actionable by Provider Provide Pr Down 10 10 Create request Select request type Production Point-in-time restore Restore the database of an environment with an automatic backup taken at an earlier date. Sandbox to production Move e copy of sandbox database into production for Go Live Other request Create other requests Cancel

Next window you have to select the time. Sandbox source and prefer down time.

At least 4 hours from the creation of service request and 5 hours minimum downtime required

Machine generated alternative text: ished requests No Actionable by Provider Provider Provider Provider Provider Provider Provider Provider Request for sandbox to production Source environment name 3-uat Target environment name hse Preferred downtime start date 2/7/2020 9 v Preferred downtime end date 2/8/2020 1 v All times are displayed in your 'ocel time zone (currently UTC Please be aware that other users will see the time localized into their time zones. Recommended! To produce a clean database refresh, we recommend performing this action when user activity and batch jobs are minimized in the source em.'lronment. I agree selecting a preferred downtime date and time does not I agree this request will result in a downtime of up to 4 hours wi I agree copying sandbox into production will OVERWRITE the pr Submit Cancel

Check all check boxes for agreed after that submit button will enabled .click on submit for Microsoft request.

They reserve downtime for 5 hours but 90 percent deployment will complete with in couple of hours.

Journal name . does not support journal type Daily X++ Dynamics 2012 r3

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Hi did one customization, where I create Ledger Journal using X++ code. It was working perfectly fine with Ledger General Ledger entries. But threw error  on creating Ledger for AR,PR Payment.

 

I created ledger with following code snippet.  But it works only for Ledger for of Type Daily

 

AxLedgerJournalTable    header  = new AxLedgerJournalTable();
AxLedgerJournalTrans    trans   = new AxLedgerJournalTrans();

container               offsetDim;
LedgerJournalNameId     ledgerJournalNameId = “payment”;

header.parmJournalName(ledgerJournalNameId);
header.parmJournalType(LedgerJournalType::CustPayment);
header.save();

I replaced the above code with following snippet it works perfectly fine, rest of the code is works fine

LedgerJournalName ledgerJournalName;
LedgerJournalTable ledgerJournalTable;
LedgerJournalTrans ledgerJournalTrans;

select firstonly ledgerJournalName
where ledgerJournalName.JournalName == parameters.LedgerJournalNameId &&
ledgerJournalName.JournalType == LedgerJournalType::CustPayment;
if(!ledgerJournalName.RecId)
throw error(“@CAM184”);
if(ledgerJournalName)
{
ledgerJournalTable.JournalName = ledgerJournalName.JournalName;
ledgerJournalTable.Name = ledgerJournalName.Name;
ledgerJournalTable.insert();
}

Out of the box workflow labels Dynamics 365 for finance and operations

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Hi all, this is post is for me. I used to make workflow in Customization, Instead created new labels, I used out the box label for workflow menus

 

menu items labels

@SPS1299 Submit to workflow
@SPS1329 Cancel
@SPS1303 Delegate
@SPS1306 Resubmit
@SPS1301 Reject
@SYS38598 Approve
@SYS109045 RequestChange

@SYS109048 Resubmit

Status enum labels

@SPS1268 not submitted

@SPS1283 Submitted
@SPS1285 Approved

@SYS75939 Draft
@SYS784 Rejected

                    @SYS319813 Cancelled

@SYS319123 InReview

                        @SYS109045                  ChangeRequest

 

Method ‘send’ in COM object of class ‘CDO.Message’ returned error and lesson learned Dynamics Ax 2012 R3.

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Very interesting scenario we faced in one customization. Requirement was very simple and developer used very code to send Email.

Usually testing will be done on dev box which has both AOS and client installed on same machine. No error occurred and code shipped to production. But when we deploy the code on production server and test the email sent functionality we got following error.




Method ‘send’ in COM object of class ‘CDO.Message’ returned error code 0x8004020F (<unknown>) which means: <unknown>.

After trouble shoot we found that when we run the AX client from another machine pointing to AOS this error occurred. There is some network security issue which did not access rights to SMTP server while running code from Client.

So what is solution. Then we explore how Ax send email. What is out of the box solution.

We found that in out of the box functionality, AX did not send email immediately,  Instead, they stored required information in some tables and then Batch sent emails on Server.

So We changed our design and new code just inject information into out of the box tables and emails goes with out of box batch job. Only attachment part was little bit tricky.

Recommendation and lesson learned that, instead calling Smtp server directly on code, we have to use out of the box functionality and just integrate it.

Email sending to customer/vendor using built-in functionality in ax 2012
http://www.schweda.net/blog_ax.php?bid=454&vtid=YXgzMA==

Updating Date Effective Tables in AX 2012, Dynamics 365 for finance and operations

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I was struggling to update Date Effective Table in Dynamics Ax 2012 R3. At least one hour of struggle, finally I update the required record.

 

Only good post which helps is by Agnela GoldBrg.

 

http://ibisinc.com/blog/updating-date-effective-tables-in-ax-2012/

 

One line tip from this post is on Date Effective table, The active record reference can be get with  of

DateTimeUtil::utcNow()

 

Its really small tip, yes learning and solving problem at hand waste hours.

 

Lets take a real world example We have to update Job detail with X++.

 

For HCMJobDetail table following way works for me.

 

hcmJobDetail=    HcmJobDetail::findByJob(hcmJob.RecId,DateTimeUtil::utcNow(),DateTimeUtil::utcNow(),true);

 

We can query on required table  with following  way

 

_validFrom = DateTimeUtil::utcNow();

_validTo =DateTimeUtil::utcNow();

 

select ValidTimeState(_validFrom, _validTo) hcmJobDetail

where hcmJobDetail.Job == _job;

 

 

The complete code snippet which works for me is here.

 

 

HcmJobDetail hcmJobDetail;

HcmJob hcmJob;

HCMJOBID  _id=’XyZ’;

date dateToday,

 

hcmJob = HcmJob::findByJob(_id);

 

_validFrom = DateTimeUtil::utcNow();

_validTo =DateTimeUtil::utcNow();

 

select ValidTimeState(_validFrom, _validTo) hcmJobDetail

where hcmJobDetail.Job == _job;

 

 

hcmJobDetail=    HcmJobDetail::findByJob(hcmJob.RecId,DateTimeUtil::utcNow(),DateTimeUtil::utcNow(),true);

if (hcmJobDetail!=null)

{

try

{

ttsBegin;

 

hcmJobDetail.validTimeStateUpdateMode(ValidTimeStateUpdate::Correction);

hcmJobDetail.SL_TempEndDate = today();

hcmJobDetail.SL_TempStartDate = today();

hcmJobDetail.Note = ” test and test”;

 

hcmJobDetail.update();

 

ttsCommit;

}

catch

{

ttsAbort;

HcmJob::CheckFailed(‘ Unable to update job’);

//    status  = SL_EntityStatus::Error;

}

}

}

 

 

}

Process Busy Indicator D365 for finance and operations

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Hi All, today I have small tip, During development, I have to process a lot of records. During this , I need Busy screen process indicator.

 

I used following code snippet to create progress busy indicator.

 

For this I have to do following changes in my Class method (Business logic).

  1. Convert required method to Static
  2. Parameter is changed to Container and then required parameter extract from container inside the method.

 

 

So my required method become something like

 

 

Class myProcess

{

 

 

Public static void RunmyProcess(Container _C)

{

Str _Value = conpeek(_C,1);

 

 

 

}

 

}

 

 

 

class RunBtnProcess

{

/// <summary>

///

/// </summary>

public void clicked()

{

 

container _Xyz=[TableName.FieldValue];

super();

SysOperationSandbox::callStaticMethod(classNum(myProcess),
staticMethodStr(myProcess,RunmyProcess),_Xyz, 
'Ledger Record in process', 'Operation completed');

 

 

}

 

}

Reference : Internet.