How to Use Temp Tables as Grid Datasources for Data Analytics in D365FO
I was recently asked to find a way to perform some simple data analytics across some data within D365FO. In my case, this was audit data that could easily be millions of records so just exporting to an Excel file to do this was not really an option. Instead I wanted...
Voting Now Open for DynamicsCon 2022 Sessions
Voting has now opened for DynamicsCon 2022 sessions! I have submitted two different sessions and there are many more great sessions to check out and vote for! Be sure to get your votes in before January 19th 2022! Successfully Navigate D365FO User Licensing Do you...
Automated Solution to Find Table Relations in AX 2012 and D365FO
Problem For anyone that has dealt with creating queries in AX 2012 and D365FO, you know it can be extremely difficult to determine possible table relations between tables. To help with this Microsoft released an ERD for AX 2012 (this can still be used for D365FO),...
Get Custom D365FO Objects at Runtime Using X++
A while back, I asked a question on the D365FO forums about being able to generate a list of custom objects within an environment at runtime via X++. I never followed up on my answer there so I wanted to give a detailed response to how I ended up solving this. Before...
Restoring Deleted Security in D365FO
Recently ran into an interesting scenario where an end user deleted a security layer from the user interface and wanted to restore it. This security layer was an out of box security layer so it existed in the AOT. Here is the process on how to perform this task. Note:...
Determine Where Form Data is Stored in D365FO
There are many scenarios in D365FO where knowing where data on a form is coming from is needed. A couple scenarios include trying to write custom reports or for tracking data changes using something like the Fastpath Audit Trail tool. There are a couple different...
Creating a Read Only Role for D365FO – User Interface
I previously wrote about how to create a read only role for D365FO via the AOT. A lot of users thought my use of the term 'easy' in the title was misleading, which I can't really argue with, It does get slightly technical on how to create it. So I thought it might be...
Using TPF to Protect Sensitive Data in Grid Columns for D365FO
I've covered the topic of the Table Permission Framework previously but wanted to give an example of how it can be used for protecting columns within grids in D365FO. Scenario There is a form within D365FO that contains a grid that has a sensitive data within a...
Presenting at Upcoming User Group Conferences
I'm excited to be speaking in-person at a couple upcoming conferences. I am looking forward to seeing friends and other attendees again and sharing my knowledge and expertise! Dynamic Communities Summit North America October 12th - 15th | Houston, Texas Common...
Creating a Zip File From Multiple MemoryStreams in D365FO
I recently had a requirement to take many pieces of data from D365FO, create a CSV file out of each data piece, and then wrap these files in a zip file for easy downloading by an end user. In my case, the requirement was that all of the data should be held in memory...
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