New Module in Dynamics 365 for Finance & Operations

New Module in Dynamics 365 for Finance & Operations



Following are the Steps of Implementation:

Step-1 Create Extension of MainMenu.

Reference screenshot:

Step-2 Create new Menu and add two sub menu in it. enter label as per your requirement.

In demo I Use Name of new menu as FieldManagement
Reference screenshot:

Set Label
Reference screenshot:

Add new Sub-Menu
Reference screenshot:

Step-3 Create Menu reference in MainMenu Extension and set the reference of FieldManagement.
Reference screenshot:

Set reference of FieldManagement
Reference screenshot:

Step-4 Create Display method or Action or Out-Put as per your requirement.
set proper label and make it part of your sub-Menu of FieldManagement.

In demo we used display method 
Reference screenshot:

Set Display menu 
Reference screenshot:

Step-5 Perform Build of the appropriate module and check on UI
Reference screenshot:

Please feel free to contact me if you are facing any issue while trying to implement on this blog.

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Create Contact Person for Vendor Or Customer AX 2012 & D365FO

Create Contact Person for Vendor Or Customer AX 2012 & D365FO

Important

In D365FO use ContactPersonSyncEntity class and in AX 2012 use ContactPersonEntity 



Using below code you can create contact person against Customer or Vendor in AX 2012 & D365FO.

class SLD_DemoInstance

{

    

    public static void main(Args _args)

    {

        // Declare variables: views.

        DirPartyContactInfoView contactInfo;

        DirPartyPostalAddressView postalAddress;

        // Declare variables: tables.

        ContactPerson contactperson;

        DirPartyTable partyTable = DirPartyTable::findRec(VendTable::find("S00038").Party);

   

        // Declare variables: classes.

        ContactPersonEntity contactPersonEntity;

   

  

        // Create and populate the contact person.

        contactPersonEntity = ContactPersonEntity::construct(contactPerson);

      

        contactPersonEntity.parmFirstName("FirstName");

        contactPersonEntity.parmMiddleName('M.');

        contactPersonEntity.parmLastName('Person');

        contactPersonEntity.parmAssistantName('AssistantName');

        contactPersonEntity.parmBillingInformation('Billing info');

        contactPersonEntity.parmCharacter('Character description');

        contactPersonEntity.parmComputerNetworkName('Computer network name');

        contactPersonEntity.parmContactForParty(partyTable.RecId);

        contactPersonEntity.parmContactMemo('Memo');

        contactPersonEntity.parmContactPersonId('CP64');

        contactPersonEntity.parmLoyalty('Loyalty');

        contactPersonEntity.parmMileage('Mileage');

        contactPersonEntity.parmOfficeLocation('Office location');

        contactPersonEntity.parmOutlookCategories('Outlook categories');

        contactPersonEntity.parmProfession('Profession');

        contactPersonEntity.parmSensitivity(smmSensitivity::Personal);

        contactPersonEntity.parmSpouse('Spouse');

        contactPersonEntity.parmTimeAvailableFrom(1000);

        contactPersonEntity.parmTimeAvailableTo(2000);

        contactPersonEntity.write();

        // Populate the postal address information by using the view.

        postalAddress.clear();

        postalAddress.Street = 'One Microsoft Way';

        postalAddress.City = 'Redmond';

        postalAddress.State = 'WA';

        postalAddress.ZipCode = '98052';

      

        postalAddress.Address="QAR";

        postalAddress.CountryRegionId = "Country Region ID";

        // Update the postal address information.

        contactPersonEntity.createOrUpdatePostalAddress(postalAddress);

        //phone

        contactInfo.clear();

        //Populate the contact information by using the view.

        contactInfo.LocationName="Phone";

        contactInfo.Locator = "123456";

        contactInfo.Type = LogisticsElectronicAddressMethodType::Phone;

        contactInfo.IsPrimary = true;

        // Update the contact information.

        contactPersonEntity.createOrUpdateContactInfo(contactInfo);

      

        contactInfo.clear();

        //Populate the contact information by using the view.

        contactInfo.LocationName="Email";

        contactInfo.Locator ="abcd@gmail.com";

        contactInfo.Type = LogisticsElectronicAddressMethodType::Email;

        contactInfo.IsPrimary = true;

        // Update the contact information.

        contactPersonEntity.createOrUpdateContactInfo(contactInfo);

        contactInfo.clear();

        //Populate the contact information by using the view.

        contactInfo.LocationName="FAX";

        contactInfo.Locator ="98798789798";

        contactInfo.Type = LogisticsElectronicAddressMethodType::Fax;

        contactInfo.IsPrimary = true;

        // Update the contact information.

        contactPersonEntity.createOrUpdateContactInfo(contactInfo);

    }

}

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