The OFFICIAL hashtag for the User Group Summit Phoenix events October 15-18, 2018 is:

#UserGroupSummit

This is the main hashtag that will be tracked, monitored and reposted by the Dynamic Communities team.

Other hashtags that you can add:

#AXUGSummit
#NAVUGSummit and #BCUGSummit
#CRMUGSummit
#D365UGSummit
#GPUGSummit
#PowerUGSummit

#Summit18 (Note: this is NOT a good hashtag to use because there are many other unrelated events with the same name)

#AXUG
#NAVUG
#CRMUG
#D365UG
#GPUG
#FlowUserGroup
#PowerBIUG
#PowerAppsUG
#MyUGCommunity

#MSDYN
#MSDYNERP
#MSDYNCRM
#MSDYNAX
#MSDYNGP
#MSDYNNAV
#MSDyn365
#MSDYN365BC
#MSDYN365FO
#Dynamics365

#MSDYNCOMM
#MSPartners
#MSUSPartners
#MVPBuzz
#IamDynGP
#PowerBI
#PowerApps
#MicrosoftFlow
#Azure

SPECIAL:

#ERPBlogISV (tweet a photo during the event to win a prize)
#CRMBlogISV (tweet a photo during the event to win a prize)
#ERPSoftwareBlog
#CRMSoftwareBlog

Before the event be sure to follow these Twitter accounts:

@AXUG
@NAVUG
@CRMUG
@D365UG
@GPUG
@FLOWUserGroup
@PBIUserGroup
@PowerAppsUG
@MSFTDynamics365
@ERPSoftwareBlog
@CRMSoftwareBlog

Get event details at:

AXUG Summit: https://www.axugsummit.com
BCUG/NAVUG Summit: https://www.navugsummit.com
CRMUG Summit: https://www.crmugsummit.com
D365UG Summit: https://www.d365ugsummit.com
GPUG Summit: https://www.gpugsummit.com
Power Summit: https://www.powerugsummit.com

Did I miss any? Let me know. We will be watching for your Tweets at User Group Summit!

By ERP Software Blog Editor, www.erpsoftwareblog.com

Hi Guy – i hope you are doing great,

Today i am sharing my experience on one of the problem i have faced recently on Financial reports in D365FO, when we edit the report it opens the designer and shown this error “The Operation could not be completed because the item no longer exists.”

This environment we have created by replicating the data and code based from another environment and after that cloning work all components are working fine except this Financial report thing.

After some research and through search i came to know that we have to refresh the data mart to solve this problem.

These steps are for a sandbox/UAT environment. If you need to reset the data mart in your production environment, contact support.

To rebuild the data mart using the steps found here:

https://mix.office.com/watch/36g9prxvg885

The basic steps are as follows:

1. Run PowerShell as Administrator.
2. Browse to .\MRInstallDirectory.

   For a demo or DEV deployment, this will typically be J:\MROneBox\MRInstallDirectory

   For Production or HA deployments, this will typically be J:\MRProcessService\MRInstallDirectory for the BI machine and F:\MRApplicationService\MRInstallDirectory for the AOS.

3. In the PowerShell window type the following command to import the MRDeploy.psd1 module: Import-Module .\Server\MRDeploy\MRDeploy.psd1
4. You can then run the following command to reset the data mart:

   Reset-DatamartIntegration -Reason OTHER -ReasonDetail “Testing reset”
   

5. Stop MR Process Service.
6. Answer Yes when prompted in PowerShell to continue.
7. Start MR Process Service.

XDS is one of the sparkling features in Dynamics. It takes you beyond the forms achieving the ultimate data control. It is one of the key features that captivate the customer heart and mind. It is a great dramatic closing for your demos.

So for example you have Buyer who only work with selective suppliers and deals on selective items, in such data security scenarios we can use XDS Extensible Data Security.

for example on one of the demo i have created this XDS policy where i am filtering the items based on Buyer group (we can do Buyer group settings on different levels, Worker, Items, Supplier ). We are using custom security roles and policies (using XDS Framework) in this implementaion. We have created a security policy query on ECORESPRODUCT table as shown below. It filters the item based on Buyer group assigned to current logged in worker.

Then we have created the security policy and added the constraints tables, Property settings related to this security policy is shown below. Lastly we associate the role with the security policy to apply the data security/filter on that specific role. So now when we assign that custom role to any user, that user will see the filtered items.

• Set the PrimaryTable property on the policy to EcoResProduct.
• Set the Query property on the policy to custom query we have created above.
• If you want the primary table to be secured using this policy, set the ConstrainedTable property to Yes.
• Set the Enabled property to Yes or No. This property can be used to control whether the policy will be enforced by the extensible data security runtime.

Setting the context

Set the ContextType property to one of the following:

•  ContextString – Set the property to this value if a global context is to be used to determine whether the policy should be applied. When required, this context string needs to be set by the application using the XDS::SetContext API.
• RoleName – Set the property to this value if the policy should be applied only if a user in a specific role accesses the constrained tables.
•  RoleProperty – Set the property to this value if the policy is to be applied only if the user is a member of any one of a set of roles that have the ContextString property set to the same value.

When adding a constrained table, you must also choose the relationship to be used to join the primary table with this constrained table.

Now build , synchronize the AOT Query and Security policy, Refresh browser and open Released product form.

Thank you for reading

Happy Daxing

Microsoft Dynamics AX is now Microsoft Dynamics 365. So if you plan to attend User Group Summit Phoenix this year should you attend the AX User Group Summit or the new Dynamics 365 User Group Summit?

The good news is that you don’t need to choose one of the other. Both take place at the same time in the same location - October 15-18, 2018, Phoenix Convention Center, Phoenix, AZ.

When you register for one Summit, you automatically have access to attend any other Summit. Even the CRM user group events. This is a big plus for Microsoft Dynamics CRM users too, now that Microsoft Dynamics CRM is now Microsoft Dynamics 365.

Janet Lampert, President and COO of Dynamic Communities says on the D365UG event home page, “We are excited to launch D365UG Summit in Phoenix aimed to provide even more Dynamics 365 content to equip users, and those considering upgrading to Dynamics 365, the education they need to make better business decisions.”

The event description says, “As exciting transformation takes place in the world of Microsoft Dynamics 365 and Intelligent Business Cloud, partners and end-users have never been more eager to expand their knowledge and discover tools and solutions essential for powering growth and success. Summit continues to revolutionize the way members of the ecosystem learn and engage through idea exchange, interactive sessions and authentic networking opportunities.”

But what does that mean for users?

For example, if you are using Dynamics AX and still have areas of interest or pain points within your current version, you could register to attend AXUG Summit. But since you are still likely considering upgrading to Dynamics 365 at some point, you can attend any of those D365UG sessions too to find out what features are available and what the upgrade path looks like.

Basically it’s kind of like getting the best of both worlds. You can attend sessions across any Summit conference, you don’t need to fill limited to the user group name on your conference badge.

A fun message Dynamic Communities has used in the past to highlight the breadth of focus at Summit is: “With all the user groups under one roof for one week a year, there aren’t many corners of the Dynamics product we don’t celebrate, innovate, and iterate on.”

So should you attend AXUG or D365UG? The answer is, attend them both! Just register for Summit Phoenix soon and start building your session schedule.

User Group Summit Events: October 15-18, 2018, Phoenix Convention Center, Phoenix, AZ

AXUG Summit: https://www.axugsummit.com

CRMUG Summit: https://www.crmugsummit.com/

D365UG Summit: https://www.d365ugsummit.com/

BCUG/NAVUG Summit: https://www.navugsummit.com

GPUG Summit: https://www.gpugsummit.com

Power Summit: https://www.powerugsummit.com

By ERP Software Blog Editor, www.erpsoftwareblog.com

Are you on an old version of Microsoft Dynamics? User Group Summit Phoenix is still the event for you.

In fact, last year at User Group Summit Nashville:

• 85% of AXUG Summit attendees were not on the current version.
• 86% of NAVUG Summit attendees were not on the current version.
• 46% of CRMUG Summit attendees were not on the current version.

Plus, every year there is a small percent that do not even use Dynamics yet, they are just evaluating their options.

Some Microsoft Dynamics users worry that these events will only focus on the latest versions of each product. This year that has been a specific concern for users of legacy Dynamics CRM, Dynamics AX and Microsoft Dynamics NAV now that the products have become various versions of Microsoft Dynamics 365.

We can assure you, even if you are on an old version of the product and are not in a position to upgrade anytime soon, there will still be plenty of content for you at all the UG events.

Name badges do not designate which version you use and even if they did nobody at the event is going to say, “Oh, here's Joe, he hasn't upgraded since 2012. Look at that guy."

This is an event with your peers, your friends. Every company is at a different stage. It doesn’t make sense that everyone would always be on the same version. But if you are thinking of upgrading, there will be users and experts at the event who have been there, done that and can give you advice.

This year the upgrade to Microsoft Dynamics 365 will be a big consideration. At User Group Summit you can attend sessions with experts who can help guide you through the upgrade process and help you evaluate if it the right time.

Tony Stein, Director of Dynamics 365 Program Management, says, “Our content is less about product version and more about roles and application use within the products. Tons of topics, whether around Data Management, BI/Reporting, Security, Extensibility, etc. really discuss best practices for all of you in role utilizing Dynamics CRM or 365. Approximately half of Summit 2017 attendees were on legacy versions of Dynamics CRM so there will be hundreds onsite “in your boat.”

When you look at the User Group Summit session list you can filter for the specific product you are interested in and build your session schedule. For example, on the AXUG session list if you select “AX 2012” you will see it mentioned in the name or description of the session.

Remember too, that Summit Phoenix is not JUST about the products you currently own. When you register for one User Group Summit you get access to all the User Groups. For example, companies using any of the Microsoft Dynamics ERP products can attend the CRM sessions as part of CRMUG Summit and D365 Summit. Plus, this year you can attend the inaugural Power Summit with sessions on Power BI, PowerApps, Microsoft Flow, and more. www.powerugsummit.com. This is a great value add as the Power Platform is a “hot” topic, especially for Dynamics GP users.

Find out more about the Summit Phoenix events in October 2018 and register now – no matter what eversion you are on!

UG Summit Events: October 15-18, 2018, Phoenix Convention Center, Phoenix, AZ

AXUG Summit: https://www.axugsummit.com

BCUG/NAVUG Summit: https://www.navugsummit.com

CRMUG Summit: https://www.crmugsummit.com/

D365UG Summit: https://www.d365ugsummit.com/

GPUG Summit: https://www.gpugsummit.com

Power Summit: https://www.powerugsummit.com

If you are a longtime Microsoft Dynamics user, a brand new user, or even a future user, this is the event for you.

By ERP Software Blog Editor, www.erpsoftwareblog.com

CRM Software Blog Members Exhibiting at User Group Summit Phoenix 2018 with Twitter Links

ERP Software Blog Members Exhibiting at User Group Summit Phoenix 2018 with Twitter Links

It is true, the value of being a part of the Dynamic Communities User Groups is that they are available to members year round, 24/7. You can login online anytime, anywhere. There is virtual collaboration, training and support.

So why is it so valuable to also attend a live Dynamic Communities User Group event?

Delaney Freer, Events Marketing Manager at Dynamic Communities says, “I 100% believe that in-person events compliment all of the online learning and networking that is happening online in the user groups every day.

• It is a chance for you to put voices and faces to names and deepen those connections you have made online. You are taking it to the next level. Meeting somebody face to face cements a relationship and makes you feel closer. You can keep that connection virtual year round and then you get excited when you know you're going to see them again next year at Summit.
• You can sit in the same room with somebody who works at Microsoft and tell them exactly what your pain points are or what you would like to see in the next version. You can go to the medic station, you can have an MVP right in front of you and have them show you how to do something in five minutes that before took you an hour.
• You can ask for a demo of an add-on product immediately, and just have them show you the exact parts you want to see, then move to the next booth in the expo and compare it to another product.

I definitely do not want to downplay the virtual side of things because it is so valuable, but I do think that the opportunities you get at an in-person event are incomparable.”

A Dynamics GP user and frequent attendee of Summit commented, “I think it’s important for customers to learn what’s going on from other companies in attendance. As far as doing things online, in my opinion, that is only good if you know what to ask. Most of the time, I learn different ways of doing things or something I didn’t think of from chatting with others. Another reason to attend is it gives us a chance to get out of the office and focus on GP without the constant interruptions.”

Come experience User Group Summit Phoenix for yourself.

User Group Summit Events: October 15-18, 2018, Phoenix Convention Center, Phoenix, AZ

AXUG Summit: https://www.axugsummit.com

BCUG/NAVUG Summit: https://www.navugsummit.com

CRMUG Summit: https://www.crmugsummit.com/

D365UG Summit: https://www.d365ugsummit.com/

GPUG Summit: https://www.gpugsummit.com

Power Summit: https://www.powerugsummit.com

CRM Software Blog Members Exhibiting at User Group Summit Phoenix 2018 with Twitter Links

ERP Software Blog Members Exhibiting at User Group Summit Phoenix 2018 with Twitter Links

By ERP Software Blog Editor, www.erpsoftwareblog.com

Workflows define how a business document flows through the system and indicates who must process and approve it. The workflow functionality in Microsoft Dynamics AX 2012 helps ensure that documents are processed and approved in a consistent and efficient manner. Read on to understand the workflow system in Microsoft Dynamics AX and see how you can configure, extend, and use it.

Custom Workflows in Dynamics AX 2012

Below mentioned are elements integral to the custom workflow functionality in Dynamics AX:

Workflow category

When you create a workflow type in Microsoft Dynamics AX, it must be assigned to a workflow category. The workflow category indicates if a particular workflow type is available in a specific module. If an appropriate workflow category does not already exist, you must create one.

Workflow query

You can create a query to retrieve data by using the query classes.

Workflow type

To add workflow support for a document in Microsoft Dynamics AX, you must create a workflow type. The workflow type can then be used to create workflow configurations. Workflow types should be created to define:

• Workflow documents
• Workflow categories
• Tasks and approvals for the workflow
• Event handlers such as workflow started, completed, configuration data change, and cancelled
• A SubmitToWorkflowMenuItem

Workflow elements

Any workflow consists of certain elements that define the task or the approval process. Mentioned below are some workflow elements:

• Base enum: To define the workflow state
• New field in table: To maintain the workflow status as per the table record
• canSubmitToWorkflow() method to table: To check if a record should be submitted to the workflow or not
• Workflow properties on form: To set created workflow elements on workflow property of the related form
• Display menu items: To create new workflows on the list page
• Form: To perform workflow activities on the form

Creating Custom Workflows

Below is the process to create a custom workflow for a sales module where a sales order will be submitted for approval, if the credit limit for the customer related to the sales order is exceeded.

Below is the process to create a custom workflow for a sales module where a sales order will be submitted for approval, if the credit limit for the customer related to the sales order is exceeded.

1. First of all, make sure that batch jobs that handle workflow execution are running.

If batch jobs are not running, they can be started from System Administrator>> Setup>> Workflow>> Workflow infrastructure configuration.

Follow the workflow infrastructure wizard and set batch groups for all process.

2. Create workflow category

• Expand Workflow Categories node in AOT >> Workflow.
• Create New Workflow Category
• Set name, label, and module properties for newly created workflow category

3. Create query

• Expand the Queries node in AOT
• Click on New Query
• Set properties like Title and Description on the newly created query
• Expand the newly created query
• Add main data source
• Set dynamic property of field node of added data source to Yes

4. Create workflow type

• Expand Workflow Type node in AOT >> Workflow
• Create New Workflow Type using workflow type wizard
• Follow the wizard and set workflow type name, category (created in step 2), query (created in step 3) and document menu item (display menu item of form on which the workflow will be attached)
• On clicking next, the wizard will show a list of objects that are going to be created. A new development project with new elements will be created

5. Create Base Enum

• Expand Base Enums node in AOT >> Data Dictionary
• Create New Base Enum for workflow states
• Set properties of the newly created enum
• Add elements for workflow state to enum (i.e. not submitted, submitted, approved, rejected)

6. New field in table

• Select table (on which the workflow will work) from AOT >> Data Dictionary>> Tables
• Add new enum type field and set enum type property to enum created in previous step
• Compile and synchronize the table

7. canSubmitToWorkflow() method to table

• Expand method node on table (on which the workflow will work)
• Add/modify the canSubmitToWorklfow() method to check whether record should be added to the workflow or not. This method contains code which defines eligibility of record to submit it to workflow
• Sample code

boolean canSubmitToWorkflow(str _workflowType = '')

{

amountMST creditBalance;

custTable custTable;

;

if (!this.CreditLimitApprovalStatus == SalesCreditLimitApprovalStatus::NotSubmitted)

{

return false;

}

custTable = this.custTable_InvoiceAccount();

if (!custTable.CreditMax)

{

return false;

}

creditBalance = custTable.CreditMax - custTable.balanceMST();

if (this.amountRemainSalesFinancial()

+ this.amountRemainSalesPhysical() < creditBalance)

{

return false;

}

return true;

}

8. Workflow properties on the form

• Select Form from AOT >> Forms on workflow will be attached
• Set properties related to workflow as below on form design

WorkflowEnabled = Yes

WorkflowDatasource = Table on which you added canSubmitToWorkflow() method

WrokflowType = Workflow type created in step 4

9. Create workflow event handler

• Select Event Handler Class from AOT >> Classes to perform the action on sales order
• Now, add the below code to change the workflow status, when user performs any action on workflow
• Sample code

public void started(WorkflowEventArgs _workflowEventArgs)

{    select forupdate SalesTable

where SalesTable.RecId == _workflowEventArgs.parmWorkflowContext().parmRecId();

if(SalesTable.RecId)

{

SalesTable.INDSalesCreditLimitApprovalStatus = INDSalesCreditLimitApprovalStatus::Pending;

SalesTable.write();

}

}

• Implement same code for completed and canceled method

10. Add element level event handler

• Select Event Handler Class from AOT >> Classes to perform the action on sales order
• When work flow status is updated, update the sales order enum element as well
• Sample code

public void started(WorkflowElementEventArgs _workflowElementEventArgs)

{

ttsBegin;

select forupdate SalesTable

where SalesTable.RecId == _workflowElementEventArgs.parmWorkflowContext().parmRecId();

if(SalesTable.RecId)

{

SalesTable.INDSalesCreditLimitApprovalStatus = INDSalesCreditLimitApprovalStatus::PendingApproval;

SalesTable.update();

}

ttsCommit;

}

• You need to perform this action on completed, change requested, canceled, created, denied and returned method in the event handler class

11. Drag workflow approval to workflow type

• Go to workflow node from the AOT. Select workflow element from the workflow elements node and then after drag this element into the workflow types - >Supported elements node like the following image

12. Workflow author

• Create new display menu items. Go to AOT >> Menu Items>> Display.
• Change the following properties in the display menu item.
  1. Set the label to "Sales order credit limit work flow"
  2. Set the object to WorkflowTableListPage
  3. Set the EnumTypeParameter to ModuleAxapta
  4. Set the EnumParameter to Basic

• Now drag display menu items in the home context area page
• Set the IsDisplayedInContentArea to Yes
• Perform the incremental CIL

13. Create and enable workflow for sales order

• Select Display Menu Items which have previously been created and open it
• Select New button to select workflow from the list
• Select the Work Flow Type from the list and click on Create Workflow

14. Design workflow

• Drag and drop the approvals from the Workflow Elements window to the Workflow window
• Drag the bottom node of the Start box to the top node of the Approval box
• Drag the bottom node of the Approval box to the top node of the End box

• Now double click on the Approval box
• Select Step from the workflow elements. Select Assignment
• On the Assignment type tab, select User. On the User tab, select the user and drag user into the selected user list
• Click on Basic Settings and then enter subject and instructions for the approval
• Click on Save and Close
• Enter workflow notes and click Ok
• Then click on Activate the New Version and click Ok

15. Now create a new sales order and check for the workflow – it will be activated in your new sales order

Ensure Efficient Workflows

Workflows are important to any organization; by providing the functionality to create business processes, they define how a document flows through the system by showing the steps needed to process and approve it along with who needs to process it. In Dynamics AX, you can define workflow categories, types and elements to create custom workflows, and ensure all documents pertaining to your business are processed and approved in the most efficient manner.

• Planning to Implement Microsoft Dynamics AX on Your Own? Think Again
• The Ultimate Microsoft Dynamics 365 Guide: Key Terms & Solutions
• What is Microsoft Dynamics AX Used for and Why Choose it?