Creating a new Electronic Report

Dynamics 365 for Operations (AX7) Electronic Reports are used for statutory or country specific document purposes. The Microsoft repository contains a lot of document types out of box, but sometimes we need to create custom document. Let’s look at the scenario when we need to create electronic report for Sales Packing Slip.

There are two ways of running an Electronic Report:

  1. From the Electronic Reporting module, by selecting a configuration and running it.
  2. From a menu item, by linking a  service to a proper Electronic Reporting configuration.

Both of these methods need a properly configured model and configuration and in this post we’ll discuss how to do this. Continue reading

Comparing AX 2012 hotfix model lists

When Microsoft started releasing hotfixes for the Dynamics AX 2012 R3 release they made our lives a little harder. If you had just one or two hotfixes load it wasn’t too bad but as eventually you find yourself loading a hotfix that has hundreds of dependant hotfixes and suddenly your model store has a list of models a mile long in it. So, when you’re promoting code from your Development system through to Test and Production you need to be sure that you have all the right hotfixes loaded and with a long list of models in each model store, you can easily make a mistake and miss something.

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Microsoft Flow for AX7 integration – Part 3 – exporting data to a local file

Let’s continue our journey looking at how Microsoft Flow can be used to build integrations for Microsoft Dynamics 365 for Operations (also known as AX7).

This latest post gives examples of how to export data from Microsoft Dynamics 365 for Operations (AX7) into your local file system in JSON, XML, or CSV formats using Microsoft Flow. It assumes that the Microsoft Flow on-premises data gateway is already installed and configured – if not, refer to Part 2 of the series.

Scenario

  1. Based on recurring schedule (trigger),
  2. Query all customer records from AX (action),
  3. Transform the data into required format (action),
  4. Write the data into a file in the local file system (action).

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