Posts

Extracting Project Addresses to Excel in Dynamics AX 2012

 In this blog, I’ll demonstrate how to extract project address details into an Excel file using X++ in Dynamics AX 2012. While CSV is a great format for small-scale data export, it has limitations when dealing with large datasets, as it lacks the concept of multiple sheets. To overcome this, I transitioned to Excel, which supports multiple sheets and can handle larger volumes of data seamlessly. Why Excel Instead of CSV? In my previous implementation, I used a CSV format to extract project addresses. While it was simple and effective for smaller datasets, it became evident that: CSV files are single-page only : If the record count exceeds the limit, we cannot paginate to a new sheet. Excel offers better structure : With multiple sheets, we can organize and store large amounts of data efficiently. Usability : Excel files are more user-friendly, especially when filtering, sorting, or visualizing data. X++ Job for Exporting Project Addresses to Excel Below is the X++ code to extract p...

How to Extract and generate a CSV File and Retrieve a List of Project Addresses in AX 2012 Using SQL and X++

In this post, I will share how to retrieve a list of project addresses in Microsoft Dynamics AX 2012 using both SQL queries and an X++ job. This guide includes both approaches to ensure flexibility depending on your requirements. Background and Requirement A client required a report listing all the addresses associated with projects in AX 2012. To fulfill this, I identified the necessary tables and their relationships to retrieve the relevant data. The key tables involved are: ProjTable : Stores project-related data. LogisticsLocation : Stores location details. LogisticsPostalAddress : Stores postal address details. LogisticsAddressCountryRegion : Stores country/region information. After confirming the relationships between these tables, I wrote a SQL query to extract the required data and later implemented an X++ job to automate the extraction process into a CSV file. SQL Query for Project Addresses Here is the SQL query I used to fetch the project addresses: SELECT     ...

How to create C# Library and Use with in Dynamics 365 For Finance and Operation

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Some time we need to Integrate external business logic or third-party functionality into a Dynamics 365 project often involves creating a C# class library. In this library, you'll typically write methods that encapsulate the desired business logic or functionality. These methods can then be referenced and called within your Dynamics 365 project. Step-1 : open visual studio and create “ D365Project ”.For creating new   project in D365 Open visual    studio à File à New à Project à select Finance and operation à click Ok . After creating   the project visual studio will look like this. Step-2 : Secondly Add new Csharp Library project in the same Solution. I added “ CsharpProject ”. For adding right click on Solution à Add à New Project . Step-3 :  Now in the next window on the lift panel Select Visual C# à Class library  à Ok . Step-4 : After adding the above step now you can see in the Solution Explorer there is 2 projects . One of   the Csha...

How to Setup & Configure Microsoft Dynamics 365 Commerce Local Development Environment

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  Microsoft Dynamics 365 Commerce Development Setup & Configuration   What is Dynamics 365 Retail C-POS(Cloud Point of Sale)  & M-POS(Modern Point of Sale) Dynamics 365 Retail Server is a component of the Dynamics 365 suite that enables seamless integration and management of retail operations. It acts as a communication hub between the Dynamics 365 F&O (Finance and Operations) backend and various retail channels. C-POS (Cloud Point of Sale) is a cloud-based retail application that runs on web browsers and allows sales transactions and customer interactions at physical stores. M-POS (Modern Point of Sale) is a Windows-based application designed for in-store sales and provides advanced features for handling complex retail scenarios. Both C-POS and M-POS are client applications that interact with the Dynamics 365 Retail Server to ensure consistent and efficient retail operations across different touchpoints. Prerequisites for setting u...

How to create Sales Order by SysOperation framework

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  How to create Sales Order by SysOperation framework   is you know that sales order is the most important and useful feature of Dynamic-365 F&O and many developers have requirement to create sales order through x++ code. in this blog i will share the complete step by step process with x++ code. But before starting you should need to know the complete cycle of creating sales order.  1- Create Sales order  2- Confirm Sales order  3- Create Picking List  4- Register picking list  5- Create Picking Slip  6- Invoiced Sales order  So let’s get started,  first, you need to create the following three classes for Sys Operation.  SOSysOperationsController // SO Sales Order  SOSysOperationsContract  SOSysOperationsService   Then finally create Display Menu Item to open Parameter form.  step-1 : create a class with the following name and extends from SysOperationServiceController or copy paste the following code....