Features of Dynamics D365 Finance and Operation and Axapta

 Hello Friends, Welcome back to the final part i.e. Part 2 of the series. For those who have missed the first part please refer to the below link https://vikasaxaptandd365fno.blogspot.com/2022/12/create-cusotm-services-in-d365-f-and.html So let's start with the Testing !!! To test any Services/Data entity for D365 we are required to generate the Access Token. An access token is used the authenticate the user from Azure Active Directory. To make the authentication happen(i.e. Generate Access Token), we need to create a new App registration in the Azure portal. Follow the below steps to Create App Registration, add the same in D365 F&O and Connect using Postman.  1) Log in to Azure Portal https://portal.azure.com/#home 2) Search for App Registration 3) Create New App Registrations. 4) Provide some logical name for the App registration, Select "Supported Account Type" as required. Enter the URI and Click on the Register button. 5) New app will be registered...

Greetings, I am pleased to present to you my latest blog post on creating a custom web service in Dynamics 365 Finance & Operations and accessing it through Postman. This tutorial will be divided into two parts, in which we will discuss the steps required to create and expose web services to external systems using Dynamics 365 Finance & Operations. In the first part, we will delve into the Dynamics 365 Finance & Operations platform and discuss the steps required to create web services. As an example scenario, we will consider a situation where a third-party system needs to retrieve information about a specific vendor, such as their name, vendor group, and balance, from D365 for a given legal entity. In the second part, we will introduce Postman and its usage in testing web services. This approach serves as a starting point for integrating a third-party system with Dynamics 365 Finance & Operations. Kindly Note: This is one of the approaches to achieve the above requirem...

 Hello Friends, Welcome back to my new Blog. Here I will discuss the feature where you can copy the data from Excel to D365 F&O without any excel add-ins. Yes, you heard correctly without any Excel Add-in, OData, or Data management framework. This is possible because of the new feature provided by Microsoft, "New Grid Control." Before this feature was introduced, Whenever users entered any line in the Grid, they had to wait until the system loaded all its related information in the line. So, for example, when you add a new line to the Inventory counting journal line, As soon as you select the Item number, all the related information gets loaded in the grid line like name, cost, price, etc. However, until all the corresponding data is loaded, users are not allowed to move to another/new line. This process was quite time-consuming. With this feature, users can type ahead of the system and the user can keep adding new lines without waiting for the system to load all re...

Hello All, Welcome back to my new blog on Dynamics 365 Finance and Operation. Here we will discuss how to perform Mathematical operations in Dynamics 365 on the Numerical (Amount & Number) column. To increase the productivity of the end users and do the calculation quickly without using any additional app or calculator, Microsoft Dynamics 365 F&O provide an option where user can start typing =3*3 in any numerical field and press the  " Tab"  key to move out of the field, the system will evaluate the expression and save a value of  9  for the field. In the below example, Enter =3*3 in the unit price column and press Tab . Once you press the tab to move out of the field, you can see the “ Magic ” J Below is the list of operations that can be performed, for example. Kindly Note: 1)      To make the system recognize a value as an expression, start the value with an equal sign ( = ).  2)      The for...

 Hi Friends, Today, we will discuss the resolution for one of the report deployment issues i.e. "The parameter panel layout for this report contains more parameters than total cells available D365"  To fix this issue, please follow the below steps. Step 1: Open notepad with the Administrator account. Step 2: Open the RDL file located within the Module folder in the K drive Step 3: Seach for the "ReportParametersLayout" tag and remove the entire tag. Step 3: Save the File. Open Visual Studio and deploy the report. You can also run the below command in Power Shell(Run power shell as admin) to deploy the report. (Replace with your model name which is in italic) "K:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\DeployAllReportsToSSRS.ps1 -Module your_model_name  -PackageInstallLocation “K:\AosService\PackagesLocalDirectory”" Please do comment and let me know if you were facing the same challenge and if this solution worked for you.  Keep ...

Hello Friends, I am Vikas Vaish and I am back with a new topic of discussion i.e. Computed column in the data entity for D365 for Finance and Operation. Scenario:       1) We have to add any system-generated fields to our data entities like "Created By", "Created Date Time", "RecId" etc.       2) We need to create a computed field that displays data from some other table that is not part of the Data Source in our current Data entity. We can achieve the above requirement by creating computed columns and writing simple SQL statements (Without x++ code). The SQL statement can be simple or complex as per our business requirements. We can even write SQL Case, Subqueries in our SQL statement. So let have a look at how we can proceed. Solution Scenario 1: For this example let create one Data entity for the Customers (CustTable) Here we can see CustTable as the main table for the Data entity. So when the system compiles this data entity, It creates a belo...

Greetings, In today's blog post, we will explore some useful tricks for working with Microsoft Excel add-ins. Specifically, we will cover how to create, modify, update, and delete data across multiple legal entities within Microsoft Dynamics 365 Finance and Operations. Scenario: Suppose you need to perform multiple create, delete, and update operations across different legal entities on a specific form. This can be a time-consuming and laborious task if done manually. Fortunately, there is an alternative solution using MS Excel add-ins, which we will demonstrate in this post. Prerequisites: This technique applies to forms that have a corresponding data entity. Microsoft Excel 2016 or a higher version must be installed on your system. Microsoft Dynamics Excel add-ins must be properly configured within Microsoft Excel. Example: To illustrate this process, we will use the Fixed Asset Group form. However, this functionality is not limited to this form alone and can be used in any entit...