Make sure you familiarize yourself with new (upcoming) deployment options for Dynamics 365 for Operations. In short, you’ll be able to run it outside cloud (e.g. on your own hardware) and then either synchronize data to cloud or keep them locally. Of course, not having data in cloud means missing some cloud features such as Power BI. There will be also a change in licensing, because the usual subscription licenses include Azure resources, which you won’t need if you keep everything locally.

This is a huge news for quite a few customers who couldn’t go to cloud because of the distance from nearest Azure data centers, local law or company policies.

Let discuss real time scenario. In one of my custom SSRS report, Client wants to open Saleorder form by clicking on Customer Account, By default it leads to customer detail form. I used following link to build this functionality.

https://technet.microsoft.com/en-us/library/cc582049.aspx

https://dynamicsaxinsight.wordpress.com/2014/12/23/ax-2012-ssrs-report-drill-through-action-url/ to complete the re

If you read the Microsoft link on TechNet in one of above. It also described the way to call the form, whose reference method is not include in existing Drill through Common Helper class of SRSDrillThroughtCommon project.

But one thing is missing. What if the targeted form did not have code to catch coming record and did not show the desired result. For this we have to add some customization or add code to read upcoming record.

With following line of code you can catch SSRS passed record with Element.args().lookupRecord().

Common commonLookup;

commonLookup= element.args().lookupRecord();

  .

Number Sequence Information in AX

This is just the beginning of the list in my demo environment. There are 23,384 unique number sequences set up for 24 demo companies.

In the Sales and marketing module, navigate to Sales and marketing > Setup > Sales and marketing parameters to see the number sequences associated with Sales and marketing.

The Number sequences associated with the Sales and marketing module as defined in Sales and marketing parameters.

Number Sequence Setup in AX

Select New Number sequence in the ribbon to create a new number sequence in AX.

• Number sequence code - The code assigned to the number sequence and used to identify the number sequence when tied to the parameter assigned to. See examples above in the Number Sequence Information in AX section.

• Name - The name assigned to the number sequence. Can be as specific or vague as you want it to be.

• Scope - Determine whether this is Shared, Company, Legal entity, Operating unit, Company and fiscal calendar period, or Legal entity and Fiscal calendar period. Then define which it belongs to. For example, company.

• Segments - Defining the number sequence by parts. Here you can determine prefix, whether or not to have a dash, whether or not to include the company code, and numeric sequence.

• References - Refers to where the number sequence is actually being used and in which module.

• General - set up how the number sequence will work. Whether or not it is manual or continuous, what number is smallest and largest, and which number is next in the sequence.

Number sequence set up for GL journal entry for company ELIM. Number sequence will read ELIMJE-###### with # being numeric characters.

Select the magic wand Generate icon to open the Number sequence wizard.

Number sequence wizard allows including and removing suggested sequences along with editing number sequences.

Number Sequence Troubleshooting in AX

Conclusion

Hi Folks,

Its been a long time to write any new post on AX. Here I’m back today. Since few months we all are trying the new Dynamics 365 and its amazing new features in D365.

In this post we will see how to add new address fields in table using Table mapping.

[Note: In D365 we have object extension functionality to customize standard objects. But we don't have this option for Maps. This post will also help you to understand the alternative for the same by using table Mapping section.]

Requirement: We need to add all standard address fields in table followed by adding a new tab for address in respective from.

Proposed solution: We can achieve this by adding a single field rather than add multiple fields in table. Perform below steps to get this done,

1. Add a new field in table, EDT type “LogisticsLocationRecId”, rename it  as “Location”.

2. Now add a new Foreign key relation for “LogisticPostalAddress”  table and set its property as below snap shot,

3. Add a new map in mapping node for “LogisticsLocationMap”. Map field to location.

Your table must looks like below

Now we done with table customization, now we need do some addition on Form.

4. Firstly, Add new DS in your form, Table : “LogisticsPostalAddress”, set “LinkType” as “OuterJoin” with your main DS (where we added our new field “Location”)

5. Add a new tab page into your design with DS “LogisticsPostalAddress”(make sure it will be as per your from pattern)

Set Menu item object for menu item button as below tabe

6. Add below code

I. Form declation

LogisticsPostalAddressFormHandler   addressController;

II. Form init

public void init()
    {
        super();

        addressController = LogisticsPostalAddressFormHandler::newParameters(<maintable>_ds,LogisticsPostalAddress_ds);
        addressController.callerUpdateQuery(fieldNum(<maintable>,Location));
    }

III. New global method

public LogisticsPostalAddressFormHandler getAddressController()
    {
        return addressController;
    }

IV. Active method of new DS (LogisticsPostalAddress)

public int active()
        {
            int ret;
       
            ret = super();

            addressController.callerActive();
            addressController.callerUpdateButtons(newAddress,editAddress,clearAddress,mapButton);
       
            return ret;
        }

7.Save all your changes, build project and run the Form. Your changes must looks like below,

New tab on from

while click on edit button you will get an dialog that contain all address fields.

You can make require changes and click on Ok button it will save your changes and on Form will show complete address  in a single field (LogisticsPostalAddress.address)

Hope it will help…, Please keep sharing your comments and feedback.

-Harry

Management Reporter 2012 CU16 has been posted for download. This release includes the ability to use Management Reporter over HTTPS, and includes several quality fixes as well.

Here’s a summary of the new Management Reporter CU16 features:

·         HTTPS Support for Server and client components

·         Add Hebrew (he-il) localization

·         Additional fixes for product defects

There are a few prerequisites to make sure you have. Management Reporter 2012 CU16 requires SQL Server 2012 or higher. PowerShell 3.0 continues to be required. The Microsoft .NET Framework 4.6.1 is also required, but is no longer automatically downloaded and prompted for installation.

For a complete list of prerequisites, review the system requirements.

HTTPS Feature Overview

This feature provides the ability to use HTTPS with Management Reporter 2012. The use of HTTPS and SSL provides an additional level of security to protect your financial data on your local network, your intranet, or from your cloud-based deployment. This feature enables secure communication with an https:// address when viewing reports in the web viewer, desktop viewer, and when designing reports.

This is an optional feature that will require removing and re-configuring the services after an upgrade. HTTPS  or during a new installation.

There are a few limitations to the HTTPS feature support, so keep these in mind:

• The HTTPS feature will only work on Server 2008 R2 or later. Configuration will fail on Server 2008.
• The Migration Wizard does not support HTTPS. You can continue to use the Migration Wizard with CU16, but can remove the services and enable HTTPS with your existing database after migration has completed.
• All clients will need a certificate verifying that the server hosting the Management Reporter services is trusted. The certificate will need to be distributed and installed on all clients.The certificate can be a purchased certificate from a certificate authority, a domain certificate from Windows Certificate Services, or a self-signed certificate from the server hosting Management Reporter (a self-signed certificate is not recommended for production).

Server Installation

For configuring a self-signed certificate for testing, you can use the following steps:

Option 1: Use IIS Manager to create a self-signed certificate

This method requires the prerequisite of IIS Manager being installed on the MR Server.

1. Start | Run | inetmgr on the Server
2. Under the machine name double-click on server certificates and click create self-signed certificate
3. Specify a friendly name for the certificate and select the location as personal certificate store

Option 2: Use PowerShell to create a self-signed certificate

Note: The flags may be slightly different because parameters may not be different in earlier or later versions of Windows. More information can be found on creating certificates here and here.

1. Open PowerShell and use the following command, replacing the machine name for your local machine
   • New-SelfSignedCertificate -DnsName “ryantest.northamerica.corp.microsoft.com” -CertStoreLocation “cert:\LocalMachine\My”
2. Open Certificate manager (Start | Run | certmgr.msc) or equivalent command to open certificate management in MMC
3. Find the correct certificate. It will have an expiration date of today’s date + 1 year issued by your local machine issued to your local machine
4. Right click and select all tasks |  export. The option selected for export file format should not matter.
5. If prompted, choose whether or not to export the private key, but it is not required
6. If prompted, select to secure the certificate
7. Export to a file on your desktop
8. Click into Trusted Root Certification Authority | Certificates
9. All tasks | import
10. Grab the file on desktop you just exported
11. Agree to place certificates in trusted root certification authorities

Client Installation

Install this same certificate on each client machine under personal certificates, and in the trusted root certification authority store

1. Export the certificate from the server using the steps above
2. Copy the exported certificate file from the server to the local client
3. Open the Certificate Manager (Start | Run | Certmgr.msc)
4. Expand into Trusted Root Certification Authority and select the Certificates folder
5. Right-click Certificates, click All tasks and select Import
6. Browse to the certificate file that was exported from the server
7. Agree to place certificates in trusted root certification authorities

In some cases, users can be prompted for authentication more often than required. The following settings can reduce or eliminate these login prompts.

1. Add the Management Reporter server as a trusted site. This can be configured within Internet Options, Security, Trusted Sites. Use the Site button and add the server address while a report is currently open.
2. Configure for automatic authentication. This can be configured within Internet Options, Security, Trusted Sites. Local Intranet options or similar settings with the option selected to use automatic login with current user name and password can be enabled.

For the Report Designer client, it will continue to connect to the HTTP port for initial connection, but will automatically use HTTPS after connected. For example, if your default HTTP port is 4712, and HTTPS port is 4713, you will enter the following address into the Report Designer client:

http://MRServer:4712

Known Issues

SSL cert registrations are not removed on uninstall

You may see the below error after multiple installations if there is an active sslcert registration existing for the current SSL port during configuration. You can view and delete these registrations manually with the following commands:

netsh http show sslcert
netsh http delete sslcert hostname=ryansandtest.northamerica.corp.microsoft.com:4713

Error message: An error occurred while checking existing companies in the Management Reporter application service. Additional information: System.ServiceModel.CommunicationException: An error occurred while making the request to https://ryansandtest.northamerica.corp.microsoft.com:4713/CompanyService.svc. This could be due to the fact that the server certificate is not configured properly with HTTP.SYS in the HTTPS case.

Version Information

Management Reporter CU16 Release 2.12.16000.17
Note: There are no changes to the data mart schema in this release, so no upgrade to the data mart database will be required.
You can view which ERP versions are supported by this release by reviewing our compatibility list here.

You can find the EN-US download for Management Reporter CU16 here: https://mbs.microsoft.com/customersource/northamerica/MR/downloads/service-packs/MROverview

Other localizations should be available in the next 72 hours.

Mobility and the cloud are probably the most enduring “breaking news” in technology for all industries—innovations come out every day and there’s no sign of them stopping. For equipment-driven companies focused on rental and services, mobile field service has been an essential for a number of years. Navigation software like TomTom has also been a key player.

But equipment rental and service companies deal with some complex processes, contracts, and compliance that need to work hand-in-glove with ERP, so it’s a new trend to see rental Powerapps finding a home with businesses. There are lots of benefits for both your company and your customers. We’ve written recently about the shift to online that’s a big change factor for rental and services. And now that the technology is so well-defined and flexible, mobile apps seem designed for multi-location companies that deal with high volumes of customers and demanding equipment lifecycles.

If you focus on mobility for your internal staff, you’ll find it’s never been easier to equipment remote employees with apps that can work on phones or preferred device—CRM for your sales employees, Service apps for your service engineers, and Rental Management apps for operators and even project managers. Implementation is quick and straightforward with platforms such as Microsoft PowerApps. Companies that are using Microsoft Dynamics 365 or Microsoft Dynamics AX along with PowerApps can make highly specific implementations available to mobile workers with a download and quick setup. Virtually any type of data can be collected via mobile app and sent to ERP for analysis and operations.

Rental Powerapps also can bring in great benefits when you make them available to your equipment rental customers. Imagine if along with online access to your offerings customers could turn to mobile apps that let them:

• Off hire or terminate equipment rentals themselves
• Immediately report damages or other issues when they occur and include photos or even video; service reps could identify and act on problems based on real-world, real-time information
• Access tutorials and instructions about using equipment—apps would make this much more targeted and precise than simply going online
• Receive alerts and notifications about equipment delivery; reminders about any service required; prompts for arranging pickup for a rental

Those 4 areas alone can go a long way to increasing efficiency, customer satisfaction, and reliability for equipment delivery, ease of use, and performance. Those benefits would flow into your organization at all levels. By equipping customers to self-manage rentals, you’d indirectly be managing all rentals with a closer eye, and you’d be sure to see long-term gains in equipment condition and cost savings. At a more immediate level, you’ll have the advantage of that closer eye without adding to employee workload. Indeed, you’ll find that Rental Powerapps make customer service part of a streamlined workflow that frees employees to handle more customers in less time, and turn their energy and talent to looking at trends and opportunities.

Below an example of a DynaRent Rental PowerApps showing the equipment for a particular depot incl. their statuses.

If you’re interested in talking about your company’s specific needs for equipment rental and services, mobile and on premise, HiGH Software would welcome the opportunity to talk with you. Contact us at info@HiGHsoftware.com or visit www.highsoftware.com.

After implementing Microsoft Dynamics AX and now Dynamics 365 already for years, there are features in the product that are missing or there are things wrong or not supported. There are some ways to provide feedback to Microsoft. This post is intended to get you familiar with Microsoft Connect. Also some of my thoughts on this tool will be described which should be picked up by partners, customers but also Microsoft themselves.

How to Connect

You can encounter a bug, you might miss an important feature or a translation can be incorrect. Microsoft is interested in hearing what is important for you. Believe me, they are really interested!

These days you can start using LCS issue search for finding known issues. Using this tool you can find possible hotfixes for your environment. If there is no fix available and you think you found a bug in a live environment and you have a support plan, you can e.g. contact your partner or use Microsoft Premier support for submitting a request. When something is indeed wrong, Microsoft could provide a hotfix for your scenario. Then the details will also made available on LCS issue search for other users.

There is a clear difference between wrong system functionality (bug) or missing features. The support plans are not covering missing feature requests. For many years Microsoft is using Microsoft Connect to gather feedback. This tool is supposed to gather these feature requests. I heard a lot of feedback from partners and customers on this Connect tool that it is not working or Microsoft is not doing anything with the request. For this reason I wanted to point out in this blog that we (partners and customers) are not using the tool to provide the correct information. Microsoft at the other hand is not aware how we think of this tool. I will explain…

Microsoft can do better

When you submit a feedback item, you don’t hear too much about it or it will be closed without providing a clear explanation. This was often my experience on the feedback items. For this part I would like to ask Microsoft to provide more and better feedback on what them made doing this. When they start to interact with us on the items, they will be more aware of the details. But when do they start looking at these requests? Continue reading…

You can do better

When you login for the Microsoft Dynamics ERP feedback, you can view existing feedback items or create a new one. One thing that you will notice is a “Votes” part on each feedback topic. We are not using this! Many items remain on the positive vote count ‘1’. Only a few do have more votes. So start voting today! Microsoft is focusing on items which are important for more users. Only one or two users is not an indication for Microsoft to start looking at the item.

It will help you and other companies to regularly review new items on the list and vote if it is also important for you or when you think it would be important for multiple companies.

If you created a feedback item yourself, share the details and ask others to also review/vote on your item. This will lead to more votes, so Microsoft would be able to prioritize features correctly. To be honest, I can also do better.

In the past I was using this tool and started to provide votes and thoughts as well. Sorry for the negative votes on some items. This is also possible. When I do think it is a nice enhancement which is of benefit for most users I will vote positive. But I’m also having a certain opinion. If I do think a feedback item does not make sense, I also provided negative feedback. E.g. who is waiting for a feature that is called ‘Test’ with no details? I you don’t have an opinion on certain items, let others decide to vote or not. Some feature requests might be related to a certain industry or country.

I will set a new recurring reminder to review the new items more often. What made me start writing this blog and promoting this tool, you might ask me? I had contacts before with Microsoft on a certain topic. This was more talking about e.g. bank revaluation support. This feature is currently only available as localization in Russia and Poland, but is helpful in many other countries as well. During an implementation we came across the requirement again and I had a conversation with Microsoft Support. They pointed me to an existing Microsoft Connect item. “André, can you please vote on the item as only 21 persons thinks it is important?” Only 21 out of all Dynamics AX users… When only 21 persons will vote for a candidate, this person will never become a president. See my point?

So, if we all start using this tool, there will be a better chance that feature requests will be picked up. For your interest: I understood that the bank revaluation is already considered for a future release, but voting still makes sense!

There is more…

If you are working with Microsoft Dynamics 365 for Operations and have some experience with previous versions of Microsoft Dynamics AX, you might have noticed that currently it is not possible to use calculations in decimal fields. In older versions you could e.g. type 644.23 * 1.25 to get a result 805,29 in the cell. If you are also missing this feature, start voting here: Online calculation in decimal fields.

That’s all for now. Till next time!

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