May 16, 2018

How deploy a metadata or X++ hotfix [D365FO]

[Edited: Oct 16, 2018]

Hi Folks,


Here I’m going to share how to deploy a metadata or X++ hotfix using Visual Studio menu. Follow below steps to get this done. I strongly recommend using VSTS check in once hotfix deployed. Of course, you don't have RDP access other than DEV environment so this option should be for DEV servers only.
Let's start by getting into your dev machine (RDP access).


1. Open Visual studio as admin
2. GO to D365> addins
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3. Next windows
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Browse metadata hotfix file
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The file must be unzipped from a folder.

4. Click on prepare button
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You will get an info log for completion

5. Now close this dialog box and As a next step, you need to check-in all affected object in VSTS. Its a mandatory step in the process so in case anything goes wrong you will have the option to revert the hotfix changes.
if you missed this step and you need to revert the changes, the system may delete the object itself as these objects were never part of VSTS.

6. After this intermediate code check-in, repeat step 2 and 3 and this time click on apply directly.
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Get Infolog once complete

7. Do application build with DB synch and test the hotfix. If the hotfix is working expected than you need to check-in the objects again.

8. Sometimes these changes don’t come in pending changes for VSTS. In that case, you may need to add manually in VSTS branch. Go to Source control > <VSTS branch> > Metadata folder> Right click and select  “Add Items to folder”. Don’t create any folder manually, the system must create respective folders automatically when you add an item.
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9. Now the same can be added in the next deployment package to get this hotfix to change in further environment (another dev box or UAT/SIT/QA).

[Updated on Oct 22, 2018]
Here is a link for further reference,

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/install-metadata-hotfix-package

Thanks, Guys, Enjoy….
Harry.

April 27, 2018

Report a production outage through Lifecycle Services

Hi Folks,

As we all aware LCS is a mandate now for any D365FO project with a lot of new changes/update in place. Things are slightly different now for the PROD environment where you don't have any access to servers for PROD all PROD servers are maintained by directly Microsoft.

Here is an update and I believe its an awaited update from most of our customer. Now you can report an outage for production environment straight from LCS, check below post for details;

https://blogs.msdn.microsoft.com/lcs/2017/12/18/report-production-outage-through-lcs/


Enjoy...
-Harry

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April 21, 2018

Demo data module in Dynamics 365 FO

Hi Folks,

In this post let discuss about the Demo Data module in Dynamics 365 for finance and operations. Let's get started with this module, how to use it, steps and the final output.

Step 1: Open you Dynamics 365 For finance and operation application and Go to Demo data module.

Step 2:  D365FO will open a new side form and ask for which process you want to create demo data, Choose all of them which you need for demo records/transactions.

Step 3: For our example lets select Demand forecasting and click OK



This process may take time depends on the volume of data

Step 4: Once this process will finish you will see the data in your Dynamics 365 for Finance and operations module.

Step 5: Now let's try to create some more demo data for another process, You can do this for all available option from the list. This time select Sales order processing and inquiry.

Step 6: Currently there are 0 records in USMF entity

Step 7: Lets run Demo data generation now

Step 8: Now you click on al sales order you will found many new records, refer below screenshot

Cheers!!
Harry

April 10, 2018

Task recorder in Dynamics 365 For Finance and Operations–Part I

Hi Folks,

Today lets see how to use the task records in new Dynamics 365 FO. Task recorder in D365FO has been re-built from the ground up with a focus on high-responsiveness, a flexible extensibility API, and seamless integrations with consumers of business process recordings. Task recorder is able to record the steps from user action in the excatly same sequence, like a wizard recording.
In this post, I’m going to use task recorder for one of D365FO process. Follow the below steps,

1: In the right corner of the app, Go to setting button and select Task Recorder
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2. Task recorder menu contain many options here to choose
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Below is the brief description of each option, In this post We will discuss the first two option. I will back soon with the rest two options.
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3. For this example, we will select ‘Create recording’ and will create a new file using this task recorder. To make it simple let's start with a Purchase order
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4. Now once you click on the start button, the system will start to capture your activity on the application. As you keep processing your purchase order, the system will record your steps
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5. Once you have done with you the PO process, click on the stop button, System will show a further option
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‘Save to this PC'’: This option allows you to save the recording on the local file system with extension ‘axtr’. Which can be used later on with AX to repeat all steps in wizard mode.

Export to Word document: System will create a word document as below format
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Save as developer recording: the system will save an XML file to local. On top of your window, you will found one lock/Unlock option to

6. To use the saved file at later point of time, here we need the second option as describe in the above table, i.e. ‘Play recording as Guide’. Click on Play recording as a guide from task recorder menu option.
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8.  Click on Open file from this PC
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9.Browser your file and open Task guide and click on start button.
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it will start a guide for you to walk you thoroughly on the recorded process.
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In coming post, we will see remaining two option and the task Recorder integration with the Lifecycle Services BPM tool. Stay connected.

Cheers
Harry