Useful things I've learned along the way
Timely confirmations and details are essential for building customer trust. In this article, learn how to send D365 event emails. After a customer or business takes an action, an email confirmation of that action is often expected. Learn how to associate an email template with a predefined event, such as an order being placed, shipped,... Continue Reading →
Sales orders in D365 can follow several different flows. In this article, learn how to create a call center order in D365. Unlike business-to-business scenarios, call center orders are ideal for orders with retail customers. These orders include default logic from channel setup, a specific step for completing an order, and advanced pricing and payment... Continue Reading →
Communication with customers is very important. After something progresses with their order, it is helpful to send the customer an email. In this article, learn how to set up a D365 email template. Email templates allow businesses to format the emails to match their brand. Additionally, context-specific information, such as the order ID, delivery address,... Continue Reading →
There are several different ways to configure email in D365. Microsoft Graph is now the recommended email provider, replacing the deprecated Exchange email provider. Additionally, you can set up a connection to an SMTP email server. Lastly, the system can generate an .eml file that the user can download. Then the user can use an... Continue Reading →
In this article, learn how to create a basic D365 SSRS reports. "SSRS" stands for SQL Server Reporting Services. Reports are defined by Microsoft as any visualization of a structured data set. Learn how to display data retrieved from within Microsoft Dynamics 365 for Finance and Operations. Importantly, SSRS reports can be created to show... Continue Reading →
There are times when you need Microsoft Dynamics 365 for Finance and Operations to process records as a background process. SysOperation Framework batch jobs were created for this. However, sometimes even one instance of these jobs do not process records fast enough. Learn how to create multithreading in D365 batch jobs and process records in... Continue Reading →
In this article, learn how to use insertDatabase in D365 to insert multiple records into a table faster than calling the insert method on each record. There are several different ways to insert data into tables in Microsoft Dynamics 365 F&O. The most common is to call the insert method on the table buffer. However,... Continue Reading →
In this article learn to how use D365 batch jobs to automate and offload recurring tasks to the server. This will allow your employees to be more productive and save time. Learn to recognize when a process can be run as a batch job. And learn about the many processes that can be run by... Continue Reading →
While often the data you want to show on a form is stored in a field on a table, this is not always the case. There are times when the data you need to show must run code to come up with the final output. In this article, I will show you how to write... Continue Reading →
In a previous article we looked at how to debug in Microsoft Dynamics 365 for Finance and Operations. Now that you are debugging, is Visual Studio not stopping on your breakpoints? This could be that your D365 debug symbols are not loading. There are several settings that need to be set correctly to allow D365... Continue Reading →
Do you need to debug D365? Are you a developer and you are not sure which service to attach to? In Microsoft Dynamics 365 for Finance and Operations there are a couple of different services that you can attach to, depending on how the system is running. In this article I will explain how to... Continue Reading →
In the previous article, I explained what Chain Of Command is, and how to use it in Microsoft Dynamics 365. I provided a basic example of Chain of Command, and explained what pieces are required. In this article we will look at an example of how to implement Chain Of Command Form Control methods. https://youtu.be/aw43lHZUj3Y... Continue Reading →
In the previous article, I explained what Chain Of Command is, and how to use it in Microsoft Dynamics 365. I provided a basic example of Chain of Command, and explained what pieces are required. In this article we will look at an example of how to implement Chain Of Command Form DataSource field methods.... Continue Reading →
In the previous article, I explained what Chain Of Command is, and how to use it in Microsoft Dynamics 365. I provided a basic example of Chain of Command, and explained what pieces are required. In this article we will look at an example of how to implement Chain Of Command for Form DataSource methods.... Continue Reading →
SysOperation Framework In D365
Developers in Microsoft Dynamics 365 for Finance and Operations can use the D365 skipDataMethods method to skip the record-specific code and allow the system to perform database operations in bulk. To execute database operations as quickly as possible, developers often use x++ SQL recordset operations such as insert_recordset, update_recordset, and delete_from. However, the system may... Continue Reading →
In this article, learn how to use delete_from in D365. The delete_from keyword in x++ is used to delete specified records from a table as efficiently as possible. This command is extremely fast because it generates a single SQL statement that is sent to the server once. In contrast, other times developers will write a... Continue Reading →
In this article, learn how to use update_recordset in D365. The update_recordset keyword in x++ is used when you need to update many records in a table quickly with the best performance. It is extremely fast because it generates a single SQL statement that is sent to the server once. Alternatively, developers sometimes write a... Continue Reading →
When using a Microsoft Dynamics 365 Azure cloud-hosted environment, you may receive an error message relating to a D365 invalid certificate. In this article, I will describe the steps required to resolve this error. Certificates are used to secure communications over the Internet. They expire after a specific period and need to be renewed. Therefore,... Continue Reading →
Each item in a D365 map stores a key and a corresponding value, making a pair. Each key in a map collection is unique, but the associated value does not need to be. Additionally, the data type of the key and the value does not need to be the same. For example, a developer can... Continue Reading →
A D365 set is a unique, unordered collection that contains elements of all the same data type. This is similar to a mathematical set. The allowed values are all of the possible types of the Types base enum. If you try to add a duplicate value, it will not be added. Sets are very useful... Continue Reading →
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