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Showing posts from February, 2022

How to Create Data Model (EDTs) in Finance and Operations of Dynamics 365 -- F&O Customization Part 3

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For creating the Data Model in the D365 you have to follow the following steps; 1.  Create a new folder of Tables in the project. Right-click on the Tables folder that you have created as      shown in the figure;     If you have not created the project please follow part 1 of this series. 2. Select the Data Model from the Dynamics 365 Items and Table from next and name your Data                     Model, then click on the Add button as shown in the figure; 3. Double click the Data Model that you have created and then right click on the Data Model to open the Properties, change the label of your Data Model as shown in the figure; 4. Now drag and drop the Extended Data Types that you have created before in the Data Model as shown in the figure;   5. If you want to save the data as per company, keep the status Yes shown in the figure;   6. Now build the Data Model by right click on the pro...

How to Create Extended Data Types (EDTs) in Finance and Operations of Dynamics 365 -- F&O Customization Part 2

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For Creating Extended Data Types (EDTs) in Finance and Operations of Dynamics 365 follow the following steps: Step # 1:        Right-click on the project to Add -> New Items as shown in the figure;     When you click the New Item ,  the new window is open as shown in the figure;     Select the Data Types from the Side Bar and click on the Add button as shown in the figure; Step # 2:          Now right click on the EDT and select the Properties as shown in the figure;               When you click the Properties button, the left panel is open, you can set the properties of EDT here,           mostly used properties are Label and Help Test. I have created four EDTs as shown in the figure;           You can check the EDTs in the Application Object Tree ( AOT ) as shown in the figure;          If ...

How to Create Modal in D365 F&O -- F&O Customization Part 1

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For creating the customization in Dynamics 365 Finance and Operation. First We have to create the Modal. Note: You must have VM on which D365 is configured. Step # 1:     Open the Visual Studio 2017 as an Administrator Mode. Step # 2:     Click on the Dynamics 365  tab and hover on Modal Management then click on the Create Modal      as shown in the Figure;        Step # 3:      Configure the Properties of Modal as Shown in the figure; Step # 4:     After filling the fields, click on the Next button, the following screen is shown;      Step # 5:     Select the new Project and click on the Next button, then the  following screen is shown Step # 6:     Only one package is selected, Keep it as default and click on the Next button, the last screen is shown as; Step # 7:     When you click the Finish button, the following window is open;      ...

How to delete customize modal of Finance and Operations in Dynamics 365

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 For deleting the customize modal, please follow the following steps; Step # 1:      Close all the visual studio windows in which you are working. Step # 2:     Stop all the AOS Services by opening the Services as shown in the figure;      Step # 3:     Stop the AOS site from the IIS as shown in the figure;      Step # 4:     Delete the modal from the directory path. it places in the K drive as shown in the Figure;      Step # 5:     Restart all the services that you have stopped for deleting this modal. Step # 6:     Open the  Visual Studio as administrator mode, perform a full database synchronization (Visual Studio > Dynamics 365 > Synchronize database). Now the package is successfully deleted and DB is Synced. Thanks.

How to call the OOB AOS Service URL API of Dynamics 365 in Postman ?

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 For calling the AOS service in the Postman you have to Follow the Following Steps; Step 1:      You have to create an application in the Azure Active Directory. Step 2 :      Register the Azure Active Directory Application in the AOS/BackOffice of D365. For registration       System administration > Setup > Azure Active Directory Applications     The Client Id , Name , User ID are set in the path from Azure Active Directory. Step 3:      By registering of Azure AD Application, you can get four things that are; TABLE 2 Parameter Value grant_type client_credentials client_id The application ID from the Azure AD application registration client_secret The secret key value from the Azure AD application registration resource The URL of the AOS    Use these values in the postman to get the token as shown in the image; You will get the token from the call. Step 4 :     Now for the call, th...

How to get AOS Service URL in dynamics 365 for Finance and Operation ?

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You can develop custom services for Finance and Operations. Two Types: 1- SOAP-based URL      Example endpoint for a dev environment      https://usnconeboxax1aos.cloud.onebox.dynamics.com/soap/services/UserSessionService?wsdl      Example endpoint for a non-dev environment      https://<baseurl>/soap/services/UserSessionService?wsdl 1- JSON-based URL      The JSON Endpoint is at      https://host_uri/api/services/service_group_name/service_group_service_name/operation_name . Example    https://usnconeboxax1aos.cloud.onebox.dynamics.com/en/api/services/UserSessionService/AifUserSessionService/GetUserSessionInfo Example of Environment:

Channel Setup Part 2 ---- Create Organizational Hierarchy in D365 F&O

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To create an organizational hierarchy, follow these steps. In the navigation pane, go to  Modules > Organization administration > Organizations > Organization hierarchies. On the action pane, select  New . In the  Name  field, enter a value. In the  Purpose  section, select  Assign purpose . In the list, find and select the desired record. Select a purpose to assign to your organization hierarchy. In the  Assigned hierarchies  section, select  Add . In the list, mark the selected row. Find the hierarchy you just created. Select  OK . The following image shows an example organizational hierarchy created for a fictitious "Adventure Works" set of stores. Add organizations to a hierarchy To add organizations to a hierarchy, follow these steps. In the list, find and select the desired record. Select your hierarchy. On the action pane, select  View . Add organizations, as necessary. To add an organization...

Channel Setup Part 1 ---- Create Legal Entity in D365 F&O

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 For creating a Channel in D365, Follow Part 1 Create Legal Entity: A legal entity is an organization that has a registered legal structure. A company is a type of legal entity. To create a new legal entity in Dynamics 365 Commerce, follow these steps. Go to  Modules > Organization administration  > Legal entities . On the action pane, select  New . The  New legal entity  pane appears on the right. In the  Name  field, enter a value. In the  Company  field, enter a value. In the  Country/region  field, enter or select a value. Select  OK . In the  General  section, provide the following general information about the legal entity: Enter a search name, if a search name is required. A search name is an alternate name that can be used to search for this legal entity. Select whether this legal entity is being used as a consolidation company. Select whether this legal entity is being used as an elimination c...

Set up a local development environment for Dynamic 365 Commerce SDK Part 1

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     Install .NET Core SDK 3.1 for Windows x64          Go to the following link  from  Download .NET Core 3.1               or from  https://dotnet.microsoft.com/download/dotnet/3.1          The screenshot is attached;               Download the highlighted software in the Screenshot and install it in your Machine.     Thanks.     If you feel any confusion, Please comment us. We reply you ASAP.