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August 2018 – Update on ACS retirement and Dynamics 2012

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The work for providing updated solutions to work without ACS is ongoing, and the team will have a solution prior to the Nov 7 deadline.

For those using Enterprise Portal, you can find the required KB available today. See KB 4133646

For those using WorkflowApprovals, this work is nearing completion. Monitor this blog post and an update will be provide soon with an update. An updated Mobile connector will need to be installed, and new configuration will need to be done to create a new service bus and configure SAS.

For those using Timesheet or Expense mobile, there will be updates across the mobile connector, Azure configuration, and apps that are required. This work is still ongoing and we’ll have a dedicated post and updated documentation to help with setup of the new solution prior to the Nov 7 date.


Ensuring a seamless Dynamics AX 2012 R3 Upgrade using Upgrade Analysis Functionality

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In order to get the most out of a Dynamics AX investment, many organizations look to upgrade to AX 2012 R3 to access new and improved capabilities like warehouse management or e-commerce and social media. To ensure a smooth and successful upgrade, you can use the upgrade analysis functionality in Lifecycle Services (LCS) to assess the impact of an upgrade based on the analysis data of your model and efficiently plan your upgrade to Microsoft Dynamics AX 2012.

The Upgrade Analysis Process in AX 2012 and AX 2009

In LCS, using upgrade analysis, you can either plan a full-version upgrade to AX 2012 from AX 4.0 or AX 2009 or an in-place upgrade from one version of AX 2012 to another. The following chart shows how the process works for both:

Upgrade Analysis in AX 2009

Upgrade analysis uses an RDC tool to analyze information about the existing AX System. This information can help you in estimating the scale of the upgrade project. To use the upgrade analysis functionality, you need to first install the RDC tool, and then upload the RDC files and AOD files. The RDC tool collects metadata about the production environment, such as the number of records in the tables. Here are the steps you need to follow:

Install the RDC tool

  • Sign in to LCS.
  • Open a project, and then click “Upgrade analysis”.
  • On the upgrade analysis create job page, in the source-to-target upgrade list, click “Download”.
  • Download the RapidDataCollector.msi file, and then run it on an AX 4.0 or AX 2009 client to install and run the Rapid Data Collector service. The service creates a zip file that contains RDC files.
  • Enter a name for that job, identify the version and build of AX that you are upgrading from, and then click “Create”.

Upload and analyze files

You can upload RDC and AOD files in any order.

  • Click, On the “Upgrade analysis file” upload page and add files.
  • Enter the file location and click “Upload”.
  • After you’ve uploaded all the files, click “Analyze”. When the analysis process is completed, the status appears as Complete.

In-place upgrade in AX 2012

In case of in-place upgrades, you need to upload a model store that you have exported as a zip file.

Export model store

Use the AxUtil command-line utility to export the model store from the system that you plan to upgrade. Use any application to zip the export model store file.

Upload Zip File

In LCS, open a project, and then click “Upgrade analysis”.

On the Upgrade analysis create job work page, enter a name for the page, identify the version and build of AX 2012 that you are upgrading from, and then click “Create”.

Click on the “Upgrade analysis file upload” page and add files.

Browse to the zipped model store, and then click “Upload”. After the file is uploaded, the site lists the file name and size.

Click “Analyze Code” to start the analysis process. This process usually takes about 4 hours, depending on the size of the model store. When the process is complete, the status appears as Complete.

Once the analysis is complete, click on “Download report”.

The download process creates two reports: an overview report, which is an HTML file, and a detailed report, which is an Excel file.

To view the detailed report, you need to download the Excel spreadsheet. This report contains a number of sheets which provide a detailed description of the impact of different elements in the upgrade process.

List of sheets name and description

Ensure a Seamless Upgrade

With any enterprise software, upgrades are inevitable. As technology, industry dynamics, and customer needs keep changing, upgrading to the latest version of Dynamics AX enables organizations to cater to new requirements and improve their bottom line. If you are currently not running the latest version of Dynamics AX and are looking to upgrade, the upgrade functionality in LCS provides you with detailed information on all code conflicts that would need to be addressed before you embark upon the upgrade journey. By understanding conflicts and issues and resolving them on time, you can seamlessly plan a full-version, minor-version, and in-place upgrade to Microsoft Dynamics AX 2012.


About the Author - Jigal Patel

Jigal Patel is a technical professional with over nine years of experience including five years working on Microsoft Dynamics AX. Currently, he is been involved in leading AX projects including implementation, customization, integration, upgrade and post implementation support.

Contributing Author: Malavika Nityanandam


Disabling TLS 1.0 and the impact on Dynamics AX 2012

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If you haven't disabled TLS 1.0 yet, you are no longer PCI compliant. As of June 2018 PCI conceders TLS 1.0 as obsolete and no longer compliant. With the known vulnerability from the past 2 year...(read more)

MSDyn365FO: MRP and Inventory blocking

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In this blog post I am going to review MRP result for different kind of blocked inventory. We will basically setup a simple coverage group with coverage code of Requirement. We will create sales orders...(read more)

The secret of locked dimension when using reservation in MSDyn365FO

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Version Française disponible ici In some contexts using reservation on sales orders, we want to be sure the reservation done (on a batch number for instance) is not allowed to be removed. When we use...(read more)

MSDW Podcast: Measuring Microsoft’s biz apps market progress, from ERP to the citizen developer

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On this episode we talk with Josh Greenbaum ( @josheac ) of Enterprise Application Consulting . Josh has covered Microsoft and the rest of the enterprise business solutions market for many years and was on-hand at Microsoft's recent Business Application ...read more

Microsoft highlights Dynamics 365 for Retail on-premises, distribution management updates at Retail Realm 2018

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Microsoft addressed Dynamics 365 retail partners this week with new guidance on a cloud-centric, modular future. The product roadmap is set to deliver more sector-specific needs and architectural enhancements, along with more flexible distribution ...read more

Create Customer Payment Journal Using Payment Proposal Function from Code

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Hello Extension World, This time we are going to create a customer payment journal using payment proposal function from code. Executing functions from code can be a little bit trickier in this extension...(read more)

Dynamics AX 2012 R3 Enterprise Portal Setup with Auth0

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This article will assist you with the setup of an external Enterprise portal site using Auth0 user authentication mechanism.

Start by downloading the required KB 4133646 for Dynamics AX2012 R3.

Secondly, download the PDF file Dynamics-AX-2012-R3-Enterprise-Portal-Setup-with-Auth0. This document will describe all the steps required to setup your external Enterprise portal site using Auth0.

Executive Q&A: Aligning B2B e-commerce with Microsoft and Dynamics ERP partners

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While the e-commerce landscape is vast, the vendor list becomes considerably shorter when limited to solutions with vertical or horizontal specializations and integration with enterprise solutions like Microsoft Dynamics."SaaS e-commerce ...read more

From the Microsoft Dynamics 365 for Finance and Operations & AX Blogs: Locked dimension; Disabling TLS 1.0; Sales orders; Upgrades

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This week on the Dynamics 365 for Finance and Operations and Dynamics AX blog roundup: The secret of locked dimension when using reservation in D365FO Disabling TLS 1.0 and the impact on Dynamics AX 2012 Sales orders stuck on hold ...read more

Dynamics 365 FO PU15: Create multiselect lookup control in out of box form

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Recently came across the situation where we need to create the multi select lookup in the out of box form, As we knew in previous versions we have an option of over layering but from PU15 version they have completely restricted the over layering concept. Because of the same it was impossible for us to use the previous workaround for multi select lookup using SysLookupMultiSelectCtrl class as we have to declare the variable of it globally which is not possible in out of box form's extension in PU15 version of Dynamics 365 FO.

At the end of all and like always we found the solution for the multi select lookup within the Dynamics 365 FO only, There are out of box two classes used to build the multi select lookup, you can take below both class as a reference and create your solution,
  • ERDataAreaIdLookup
  • ERSysLookupMultiSelectGrid
I am giving the source code of above both class for your reference so you dont have to dig into AOT and check,

internal class ERDataAreaIdLookup
{
internal static ERSysLookupMultiSelectGrid performMultiselectLookup(FormStringControl _callingCtrl, FormStringControl _recIdsControl, FormStringControl _strIdsControl, str _currentStrIds)
{
Query lookupQuery = new Query();

var selectField = [tableNum(ERDataAreaView), fieldNum(ERDataAreaView, id)];

QueryBuildDataSource dataAreaDS = lookupQuery.addDataSource(tableNum(ERDataAreaView));
dataAreaDS.addSelectionField(fieldNum(ERDataAreaView, id));
dataAreaDS.addSelectionField(fieldNum(ERDataAreaView, name));

dataAreaDS.addSortField(fieldNum(ERDataAreaView, id));

return ERSysLookupMultiSelectGrid::lookup(lookupQuery, selectField, _callingCtrl, _recIdsControl, _strIdsControl, _currentStrIds);
}

}

internal class ERSysLookupMultiSelectGrid extends SysLookupMultiSelectGrid
{
#SysOperation
private const str CollectionValueSeparator = #CollectionValueSeparator;

internal static ERSysLookupMultiSelectGrid lookup(Query _query, container _selectField, FormStringControl _callingCtrl, FormStringControl _recIdsControl, FormStringControl _strIdsControl, str _currentStrIds, queryRun _queryRun = null)
{
_strIdsControl.text(_currentStrIds);
_recIdsControl.text('');

var lookupMS = new ERSysLookupMultiSelectGrid();

lookupMS.parmCallingControl(_callingCtrl);
lookupMS.parmCallingControlId(_recIdsControl);
lookupMS.parmCallingControlStr(_strIdsControl);
lookupMS.parmQuery(_query);
lookupMS.parmQueryRun(_queryRun);
lookupMS.parmSelectField(_selectField);
lookupMS.run();

return lookupMS;
}

internal container getSelectedStrings()
{
return selectedStr;
}

internal SysLookupMultiSelectValues getSelectedStringsJoined()
{
return SysOperationHelper::convertMultiSelectedValueString(selectedStr);
}

internal static boolean stringListContainsItem(str _stringList, str _possibleItem)
{
container items = str2con(_stringList, CollectionValueSeparator);
for (int i = 1 ; i <= conLen(items) ; i++)
{
str item = conPeek(items, i);
if (item == _possibleItem)
{
return true;
}
}
return false;
}

}

If you still have any query please write me in the comment,

Cheers!!

D365F&O | Process Manufacturing | Prerequisite Setups|Part III

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Hi Everyone, Greetings! This is the Part III of the blog series for Dynamics 365 Finance and Operations (D365F&O). The purpose of this blog is to list down the series of prerequisite setups and...(read more)

Tricks for Using Trade Agreement Journals in Dynamics 365 for Finance & Operations

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Tricks for Using Trade Agreement Journals in Dynamics 365 for Finance & Operations The trade agreement journals (briefly known as price/discount agreement journals in AX 2012) are a very powerful tool in Dynamics 365 for Finance & Operations ...read more

D365F&O | Process Manufacturing | Prerequisite Setups|Part IV

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Hi Everyone, Greetings! This is Part IV of the blog post Dynamics 365 Finance and Operations (D365F&O). The purpose of this blog is to list down the series of prerequisite setups and configurations...(read more)

Robotic Process Automation (RPA): The Microsoft channel adapts to market growth

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Robotic Process Automation (RPA) is technology in which the word robotic is somewhat misplaced. There are no automatons with lights and mechanical fingers; just smart software that can learn how to take over the innumerable tasks that humans conduct ...read more

D365F&O Procure to Pay Process

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Hi Everyone, Hope you all are doing great and keep on exploring the new release D365F&O. Luckily got some time and here is the blog post regarding the procure to pay process in D365F&O. ...(read more)

D365F&O | Process Manufacturing | Prerequisite Setups|Part I

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Hi Everyone, Greetings! This is my first blog post for Dynamics 365 Finance and Operations (D365F&O). The purpose of this blog is to list down the series of prerequisite setups and configurations...(read more)

D365Tour Press Review – August 2018

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D365Tour Newsletter - August 2018 Datacenter/cloud Learn about projet Natick under the sea Oracle et le cloud (FR) Walmart is expanding its use of Azure and will deploy...(read more)

D365F&O Procure to Pay Process

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Hi Everyone, Hope you all are doing great and keep on exploring the new release D365F&O. Luckily got some time and here is the blog post regarding the procure to pay process in D365F&O. ...(read more)
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