Imagine that you’re running a set of payment matching rules or you’re trying to find discounts based on various criteria. You’ll try one way to find the data, if it doesn’t bring anything, you try another one, and so on. A typical implementation looks like this: found = trySomething(); if (!found) { found = …
Continue reading ‘Dynamic list of methods to execute (in D365FO)’ »
Data management in Dynamics 365 for Finance and Operations supports several types of files for import and export. I usually see XML, Excel and CSV used, but sometimes we also need to deal with a text format with fixed-width columns. It means that there is no column separator as in CSV – we know that …
Continue reading ‘Fixed-width text files in data management (F&O)’ »
There was a question in the Community forum about creating tables in an external databases that would match the schema of F&O data entities. One of the possible approaches is generating SQL code for CREATE TABLE statement. The information about field names, types and such things would be taken from F&O metadata and we already …
Continue reading ‘Entity metadata in a console application’ »
If I need to extra metadata of a D365FO application, my preferred way is the new metadata API. But sometimes the requirement is so simple that it’s sufficient to query source XML files directly. For example, this all what’s needed to get a list of fields from a table (together with their types) and store …
Continue reading ‘Simple metadata query in Powershell (D365FO)’ »
Somebody asked in the Community forum for examples of display methods in views in the standard D365FO application. It’s not necessary to remember any concrete examples – finding all such methods is very simple. The right tool for this purpose is Metadata search. Open Metadata search (Visual Studio > Dynamics 365 > Metadata search) and …
