Thomas Widmer's D365 Blog

Dynamics 365 Finance and Operations:
Notes to self

  • Advanced bank reconciliation – A practical view

    Documentation https://learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/import-bai2-er UBS Camt.053 Implentation guidelines Dokumente Zahlungsverkehr | UBS Schweiz Functional overview Advanced bank reconciliation provides the following functionality: Process Overview Bank account Links to “Bank statements” (for Bank statement import and posting) and “Bank reconciliation” (for reconciliation) Import the bank statement IMPORTANT: Do not import a bank statement before the previous bank statement…

  • Extend Map CustVendTrans

    Scenario New field MyNewField as NoYes on CustTrans and VendTrans Simple solution Obejcts Create method parmMyNewField on CustVendTans, CustTrans and VendTrans using Table code extensions. Usage custVendTrans.parmMyNewField(NoYes::Yes) will work fine if the record hast been inserted. Issue If custVendTrans has not yet been inserted a call to custVendTrans.parmMyFlag(NoYes::Yes) will result in the errors“Error executing code:…

  • Functions to use in Queries, Filters (2021)

    Update to my old Blog post Functions to use in Queries, Filters There are many new functions that can be used in Queries. In the code they are marked with [QueryRangeFunction()] or [QueryRangeFunctionAttribute()] see https://calafell.me/the-utility-of-query-range-functions-dynamics-365-for-finance-operations-supply-chain-management/ for a comprehensive list and a script to compile a new list your current list. Use by providing the full class…

  • Electronic Reporting on DEVBox

    If you do not have a connection to LCS on your DEVBox you can still access the new Microsoft definitions by doing the following: Download the definitions from LCS https://lcs.dynamics.com/V2/SharedAssetLibrary Extract in DEVBox C:\Temp\SolutionRepository Add File System Repository https://usnconeboxax1aos.cloud.onebox.dynamics.com/?cmp=USMF&mi=ERWorkspace Debugger required Set breakpoint in ERSolutionImportRepository::getTypes() and use the debugger to add the ERSolutionFileSystemRepository type. Import…

  • Find Datatypes (updated)

    Update of my old script to D365 Run with the following link: https://usnconeboxax1aos.cloud.onebox.dynamics.com/?cmp=usmf&mi=SysClassRunner&cls=FindEDT

  • Service items vs. Not stocked Products vs. Charges

    In AX 2012 the Item model group property Stocked product was introduced. The not stocked products (i.e. products with Stocked product = No) lie somewhere between Service items (i.e. products with Product type = Service) and Charges, without providing a clear distinction between types. Here a comparison with the primary disadvantages highlighted: Service item Not…

  • Electronic reporting by example: Create a new Bank file definition

    Electronic Reporting seems to be an integral part of the future of Dynamics 365 that can be used for importing and exporting data of all kinds above and beyond the capabilities of the static data entities, so it is worth finding out how this works.In the following we will do this by example. Online ressources…

  • Deep links available in every form

    Ievgen Miroshnikov gave me the idea and Microsoft also has some information here. The following extends the standard button available in every Dynamics 365 for Finance and Operations form to provide the deep link to the currently select record of the primary form data source. Copy the link and share it. The recipient will jump…

  • Change based alerts using Microsoft Flow

    Rob showed how to make Date Based Alerts using Microsoft Flow. So this is a great start into the future of the still missing AX alerts. But of course we want change based alerts for example to be informed about a sales order that has been processed. It does not take to long to find…

  • Mass changes to Number Sequences in Dynamics 365 for Operations

    Get Microsoft Dynamics Office Add-in for Excel 2016 https://store.office.com/en-001/app.aspx?assetid=WA104379629&ui=en-US&rs=en-001&ad=US&appredirect=false Open Number sequences in Excel In D365fO go to Organization administration > Number sequences > Number sequences Press Office Button > Open in Excel Add format field to Excel In Excel add the Format field. (Note: add the Name Field as well! Otherwise it will be…

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