Dynamics 365 Finance & Operation

 In Microsoft Dynamics AX (X++), there are many scenarios where you need to duplicate data from one table to another—especially during custom import, duplication, or versioning processes. Traditionally, this is done by manually assigning each field: targetTable.Field1 = sourceTable.Field1; targetTable.Field2 = sourceTable.Field2; ... But what if the tables have many fields ? Or maybe you’re dealing with multiple similar table pairs? That’s where the powerful DictTable class comes in. Let’s walk through how to use it to copy matching fields dynamically between two tables. 💡 Use Case: Copy Customer Templates Let’s assume you have these tables: CustTemplateHeader – stores predefined customer templates. CustTemplateHeaderHistory – a historical copy of templates for versioning. You want to copy records from CustTemplateHeader to CustTemplateHeaderHistory , but only for fields that exist in both tables. ✅ The Solution Using DictTable SalesHeaderTemplate   ...

  Introduction In Microsoft Dynamics 365 Finance & Operations (D365FO), refreshing the form after an action (like inserting, updating, or deleting a record) is essential for keeping the UI updated with the latest data. In this blog, we’ll explore two ways to refresh the form in X++: ✅ Refreshing the entire form using taskRefresh ✅ Refreshing a specific data source using research Let's dive into the best practices for implementing these refresh methods! 🔄 Refreshing the Entire Form If you need to refresh the whole form , use the taskRefresh method. This method is useful when multiple data sources are involved, and you want to reload everything. 📌 X++ Code for Full Form Refresh public void refreshForm() {     // Get the current form instance     FormRun formRun = this.formRun();     // Check if formRun is valid before refreshing     if (formRun)     {         info("Refreshing the form...");     ...

 In Dynamics 365 for Finance and Operations (D365FO), a common requirement is to open a form dynamically from another form and pass filtered data based on a specific condition. This functionality can enhance user experience by allowing them to interact with multiple forms seamlessly, while keeping the data relevant and focused. In this blog, we’ll explore how to implement such a solution using X++, where a user clicks a button on Form 1 (such as a list of sales orders), and based on a selected record, Form 2 (such as invoice details) opens with only the relevant filtered data. Scenario Overview Let’s assume the following scenario: Form 1 : Displays a list of sales orders, and each order has an OrderID , CustomerID , and OrderAmount . Form 2 : Displays details of invoices (from the InvoiceDetails table) that are linked to the selected OrderID from Form 1 . The goal is to click a button on Form 1 , pass the OrderID to Form 2 , and display only the relevant invoice records relate...

  Introduction : In Dynamics 365 Finance and Operations, form grids often display data retrieved from a table or query. However, the default sorting applied may not always align with business requirements. Customizing sorting behavior at runtime ensures that the grid data is presented in a meaningful order for users. This blog post demonstrates how to use the Initialized event of a form data source to apply custom sorting to a grid. We will sort the grid rows based on a specific field ( DisplayOrder ) in ascending order. Understanding the Code : Here’s the complete code snippet: --------------------------------------------------------------------------------------------------------------- [FormDataSourceEventHandler(formDataSourceStr(MyFormDataSource,  MyTable), FormDataSourceEventType::Initialized)] public static void MyFormDataSource_OnInitialized(FormDataSource sender, FormDataSourceEventArgs e) {     // It will clear if any other sorting is applied on the grid ...

    /**      * Calculate the managed cost for a given item and site.      *       * @param _itemId The ItemId for which the managed cost is to be calculated.      * @param _siteId The SiteId for which the managed cost is to be filtered.      *       * @return The calculated managed cost for the given site.      */     private real calculateManagedCostBySite(ItemId _itemId, InventSiteId _siteId)     {         Query                        query;         QueryRun                     queryRun;         QueryBuildDataSource         inventSumDS, inventDimDS, inventTableDS;         InventSum            ...

 Process of making a POST request in X++ using the WinHttp class step by step. 1. Setup Before making an HTTP request, ensure you have the necessary URL, headers, and payload data you want to send. 2. Create the HttpWebRequest Object You will first need to create an instance of HttpWebRequest by specifying the URL you want to send the POST request to. 3. Configure the Request Set the HTTP method to POST and configure any necessary headers and content type. Prepare the request body as a byte array. 4. Send the Request and Handle the Response Write the request body to the request stream, send the request, and read the response. Example Code Here’s a detailed step-by-step example in X++: static void PostRequestExample(Args _args) {     System.Net.HttpWebRequest request;     System.Net.HttpWebResponse response;     System.IO.Stream requestStream, responseStream;     System.IO.StreamReader reader;     System.Text.Encoding utf8;  ...