Custom Scripts: Run X++ Code without downtime (Video)

Custom Scripts in Dynamics 365 Finance and Supply Chain Management enables you to upload and execute X++ Code without the need to deploy a new release. Custom Scripts serve the same purpose like X++ Jobs in AX 2012 and earlier versions e.g. data correction. This short video shows how to create such a custom script, upload and execute it in a Dynamics 365 FO instance:

Custom Scripts: Jobs are (almost) back with in 10.0.27

The Custom Scripts feature in Dynamics 365 Finance and Supply Chain Management allows you to upload and execute code snippets. Microsoft implemented some barriers because this feature is potential dangerous. You need two accounts, one for uploading the script and one for approval. The feature can be found in System Administration > Periodic Tasks > Database > Custom scripts.

Custom Scripts Feature in 10.0.27

How to create PowerBI Scorecard based on D365FO data

PowerBI goals are used to keep track of targets like sales quantity, quality, etc. Goals can be linked to values from PowerBI reports. This video shows how to create a scorecard with goals based on Dynamics 365 Finance data.

Admin Provisioning Tool Error: The value’s length for key ‘password’ exceeds it’s limit of ‘128’

Microsoft has recently released the new VHD for Dynamics 365 Finance and Operations 10.0.24 to download from LCS. When you instantly try to execute the Admin Provisioning Tool and provide your domain user you will get an error.

The value’s length for key ‘password’ exceeds it’s limit of ‘128’

There are some steps required before you can assign it to your Domain:

  1. Go to https://portal.azure.com > Active Directory > App Registration and register a new App
Register a new application in Azure Active Directory
  1. Provide the One-Box URL as reponse address
  2. Copy the AppID to your clipboard
App Registration for Dynamics 365 FO 10.0.24 One-Box Environment
  1. Execute the “Generate Self-Signed Certificates” PowerShell script from the Desktop
  2. Provide the AppID from the App Registration
Generate Self-Signed Certificates

6. Execute the Admin Provisioning Tool and provide your Domain account address
7. Open https://usnconeboxax1aos.cloud.onebox.dynamics.com/ in Edge and login

Dynamics 365 Finance and Operations 10.0.24 One-Box Environment

Store Dynamics 365 F/SCM Attachments on SharePoint

Dynamics 365 Finance & Supply Chain allows you to store attachments in the database, on Azure BLOB and on SharePoint. See here how you can configure SharePoint as storage location and create a document type “Fact Sheet”:

Dynamics 365 Customer Voice template for Field Service Work Orders

Dynamics 365 Customer Voice is a great tool to create surveys. It also comes with a set of integration templates for other Dynamics 365 products like Customer Service and Field Service. The service order template is using a flow in Power Automate to send a satisfaction survey to the primary contact after a work order in Dynamics 365 Field Service has been completed. This video shows how to setup the template and what it looks like in practice:

Dynamics 365 FO – New Grid Control in Action

New Grid control in Dynamics 365 Finance & SCM

The new grid control in Dynamics 365 FO comes with some cool new features. Watch the video on my YouTube channel to see it in action.

  • Copy&Paste data from Excel into Dynamics 365 FO
  • Faster data entry due late field validation
  • Easily Drag&Drop reorder columns
  • Pin columns on the left while scrolling
  • Use formulas in numeric fields
  • Calculate totals for numeric fields

How to choose the right BI and reporting strategy for Dynamics 365 Finance

Dynamics 365 for Finance and Supply Chain Management offers a broad range of reporting and business intelligence options. You can utilize the integrated Power BI dashboards, link the Power BI report gallery within Dynamics, use integrated SSRS reports or develop Power BI reports and dashboards that connect to Dynamics 365. Sometimes it can be hard to decided which one to choose. Here is a guideline which one to choose depending on the reporting requirements.

Dynamics 365 Power BI and Reporting strategy

Decision Tree for Power BI / Reporting in Dynamics 365 Finance & SCM

Report Format:

What is the purpose of the report? Is it an interactive report / dashboard or is it a static list or document like artifact? For example, sales analysis is typical an interactive report while a collection letter is a printed document. Power BI is great for interactive data analysis, SQL Server Reporting Services (SSRS) is the right tool for lists and page oriented printable documents.

Real Time:

Do you need to see transactional data as soon as it is generated in Dynamics? For example posting and invoice and immediately printing the document. If so, you need to access the transactional database (AxDB). There are two ways: Use integrated Reporting Services or query entities via OData. However, using entities allows you to access the AxDB but Power BI doesn’t support Direct Query mode for OData, i.e. you have to hit refresh in order to get the latest data.

Multiple data sources:

Is Dynamics 365 Finance the only data source for your report, or do you need to integrated external data sources as well? An example could be to develop a revenue analysis which includes actual sales data from Dynamics 365 as well as demographics and household income. Integrated Power BI dashboards in Dynamics 365 use direct query to access the AxDB and cannot integrate other data sources. It is also not recommended to load external data into Dynamics 365 AxDB because you have a limited cost free database size in your subscription. Additional SQL storage has to be paid.

Additional licenses:

Dynamics 365 Finance and Supply Chain Management includes the rights to view the integrated Power BI dashboards. No additional Power BI license is required. Reports developed using the integrated SQL Server Reporting Services technology are also covered by the Dynamics license. External Power BI reports, dashboards and paginated reports require additional Power BI licenses. At least Power BI Pro for reports and dashboards, Power BI Premium Capacity or Premium per User for paginated Reports.

Examples:

An interactive custom Power BI Report viewed in Dynamics 365 Finance via the users Report Catalog option

Production Performance is part of Dynamics 365 Finance & SCM and directly connects to the entity store (aka. AxDW)

A paginated report in Power BI (Premium)

A static SSRS paginated report in Dynamics 365 Finance and SCM

Conclusion

Before you start working with a certain product, make sure to understand the requirements. Identify the data sources and how to access them. Then choose the right tool for the job. Don’t try to make a printable Power BI or fancy SSRS. By leveraging the full reporting and BI potential you can deliver a great user experience that adds value to Dynamics 365 Finance and SCM.

Use Data Entities in Dynamics 365 Finance & SCM to expose Business Logic

Entities in Dynamics 365 Finance & Supply Chain are not only good to access data. Entities can also be used to execute X++ business logic from 3rd party applications like Power Automate.

For example a table contains shipping carrier records. A Carrier has a Name and Description. The name is the primary key. The combination of Name and DataAreaId makes a record unique at the database.

Carrier Table

There is also an entity to access the data.

Carrier Table Entity

An Action is a piece of X++ logic exposed via entity. This example sets the Carrier as default value for a customer:

public class DMOCarrierTableEntity extends common
{
/// Set as default
/// Customer Account
[SysODataActionAttribute('SetDefault', true)]
public void approve(CustAccount _custAccount)
{    
    ttsbegin;
    CustTable custTable = CustTable::find(_custAccount,true);
    custTable.DMOPreferredCarrier = this.Name;
    custTable.update();
    ttscommit;
}

Such an action can be called via Power Automate:

Call custom action via Power Automate

Mini Webcast Series: Dynamics 365 FO Connector for Power Automate

Power Automate (aka. Flow) is a great solution for process automation. It is very useful to realize cross-application processes. Power Automate features a wide variety of tasks and connectors. It also comes with a connector for Dynamics 365 Finance and Supply Chain Management. It can be used to trigger a flow, interact with data and execute business logic in D365 FO from within a flow. You can find all videos on my YouTube Channel.

Part 1: Trigger a Flow with Business Events

Business Events in Dynamics 365 Finance and Supply Chain Management are use to interact with other systems. For example you can send message to Azure Event Hub but also to Power Automate. There are some specific events but you can also use change-based alerts in Dynamics. This video shows how to trigger a flow using such a business event.

Business Events can trigger Power Automate flows

Part 2: Interact with data in Dynamics 365 Finance and SCM

The Connector for Dynamics 365 FO uses entities to interact with data in the ERP system. You can create new records, read, update and delete records. Here is an example where Power Automate receives data from Forms Pro and create a new customer in Dynamics 365 FO.

Create new records in Dynamics 365 FO from Flow

Part 3: Execute Business Logic in Dynamics 365 Finance and SCM

The Dynamics 365 FO Connector in Power Automate supports to execute business logic by calling actions on entities. Here is a video how to approve a Bill of Materials in Teams and execute the Approval logic via Flow.

Execute Business Logic from Flow