Mandatory Field with user Personalization


Mandatory Field with user Personalization

This feature is available in Version 10.0.12, and you can enable this feature from feature management.



Many times we receive requests from the customers that for their internal control purpose they want to make few fields mandatory in the particular form.

Earlier we had to connect with the technical team and make it mandatory but now it's not required. End-user itself can make the field mandatory base on requirements.


Here are the steps you can follow to achieve this requirement.

Ste-1

Go to the feature management and enable the feature like below.


Step-2 

Go to the form, on which you want to make the field Mandatory.



Step-3 Right Click > Personalize Field > Select required Check box option




Step-4 

You will get the message like below when will you try to save the record without entering the value in the field.






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AX 2012 VS D365 Finance and Operations

 

Difference between AX 2012 and D 365 Finance and Operations

Apparently, in layman terms, we can say the Three main visible changes in D365 :

  • New Client
  • Cloud Readiness
  • New Development Stack
Key terms in D365:

Packages: A package is a deployable unit, which may have multiple models.

Model:  A model is a group of elements, a model is a collection of elements that represent a distributed software solution.

Element:  Element is any object residing in AOT.
eg: Base Enum, any EDT, Table, Form which you see in AOT tree is an element itself.  

Project: Projects are the logical container for everything that's needed to build your application.
A project can be associated with anyone model.

I got some detailed understanding of the changes from different blogs, which I am sharing below


Dynamics 365 for Operations is web/browser-based, hosted by Microsoft on Azure (like Office 365) is provides similar functionality, but has a completely new UI. It is part of their family called Dynamics 365 that merges elements of Microsoft Dynamics CRM, AX, and the financials from Dynamics NAV.

Enhanced User Experience :
  • One of the biggest differences in the new version is in the user experience, as Dynamics 365 for Operations has a new interface
  • Also, the entire program is now web-oriented, so everything you need is located within a browser, which should make everything faster and easier to use.
  • The user experience will be enhanced even more by the fact that Microsoft has now made Dynamics 365 compatible with mobile devices like phones and tablets
  • Users having real-time access to data on these devices is a game-changer for nearly any company, as it will allow them to do business anywhere and at any time.
More Integrations :

The intelligence of Dynamics 365 is also miles ahead of previous versions. There is now full integration with CRM, Office 365, and PowerBI, not to mention Cortana, so the speed at which you can retrieve data and make accurate and informed decisions is quite impressive.


Changes for Developers :

1. Visual Studio :

MorphX is gone, Visual Studio (VS) is the new IDE. All of Microsoft Dynamics 365 is web-based, there is no longer a fat AX client and there is no MorphX development environment to get into. You will do all of your work in VS. It is well-documented, stable, and feature-rich. 

2. Deployment Packages :
  • The next big change is the introduction of deployment packages and the marginalization of the traditional AX concept of layers. Deployment packages are conceptually a replacement for model stores. 

  • Deployment packages are comprised of all of the artifacts (like assemblies and configurations files) required to make the code function. 

  • When moving code between environments, deployment packages will be used. 

  • As part of this change, when you create a model in Visual Studio (VS) you indicate which deployment package the model is a part of and what kind of dependencies it has. Similar to how in VS when you add a reference to a project, you create a dependency between your project and the one you added a reference to. 

  • Additionally, when you create your model, you specify which layer the model is going to live in. The layer is the traditional AX concept of a layer but in the VS world, the layer’s importance is very minimal. You are not required to provide a key for your model to live in that layer.

3. Extensions :
  • Dynamics 365 for Operations includes the introduction of extensions. In all previous versions of AX when modifying or adding to sys or ISV code, you override or added something to an object which created a potential conflict at upgrade time.

  • In Dynamics 365 this is still possible it is known as customization but now it is not the only way to modify existing code. Microsoft has added an extensions model with extensions you can extend an object without touching the base object. This means you can add new fields, methods, or controls to tables, classes, and forms, and those additions are contained in your own extension object. You have not affected the base object.

  • Also, the base objects have many, many events added to them. In previous versions of AX, you override methods so your code would be called when events happened – like a button being clicked. Now the button will raise an event and you can subscribe to that event. By subscribing to the event your code will be called without you having to override or modify the button.

4. Form Patterns :

The required adherence to form patterns is the next big change. Form patterns are guidelines Microsoft has for how forms should be designed. Microsoft wants all forms in AX to look and feel similar regardless of who makes them so the end-user has a consistent experience. Form patterns are not a new concept; they exist in AX 2012. However, most AX developers were not aware of them in AX 2012 because they were a guideline and not a requirement. 

In Dynamics 365 when you create a form, the first thing you do in the design of that form specifies the form pattern it is going to follow. If you don’t specify the form pattern, you will get compile errors. 

As you continue to build the form’s design, the pattern for the form is enforced meaning you must fill out the requirements of the pattern and if you do not you will get compile errors. This definitely takes some time to get used to.

5. Introduction of Data Entities :

Introduction of data entities. Data entities serve as the new framework for integrating with AX. They are a replacement of two concepts in AX 2012, document services and the classes that comprised the Data Import Export Framework (DIXF). 

With data entities, all data coming into and going out of AX follow the same path so you do not have to build two different things if you are calling an API or using DIXF to manipulate data. 

The data entities are very easy to create. There is a wizard that walks you through the creation process similar to the wizard in AX 2012 used to generate document services. 

Another notable change within integrations is that the services exposing data entities are restful state APIs using JSON formatted data. 

In AX2012 all services were WCF services. This change means the way you call services is significantly different so if you are planning to do integrations on Dynamics 365 you will want to study up how to call the APIs.



VS project types:

There are Dynamics AX template project types that have been added to VS.

The template project types are:

Dynamics AX Best Practice Rules – used for writing best practices checks for code and metadata
Dynamics AX Developer Tool Add-in
Dynamics AX Project – main project template type for containing customizations


When creating a new project, first create a new model:

  • If you create a project without a new model, the project gets created in the sys layer in the model where the object being modified exists.
  • Because the project is in the sys layer you cannot add existing objects to the project because you are working in the sys layer.
  • You need to create a new model and put your projects inside of it.

When you create the new model, the dialog asking about the new model will prompt for:
  • The layer you want to work in
  • The package you want to work in
  • The first project you want to create
Once the project has been created you can see the layer and model next to the project name in the Solution Explorer.


AXPP Files

1. Files ending in AXPP are the replacement for XPO files.

2. To export and import projects similar to what you would do with XPOS in 2012:

In the Solution Explorer, right-click on a project and choose Export project <ProjectName>
The project gets saved as a file with an extension of .axpp

     a. The model the project is created in is saved in the app file

            i. The model contains the layer info. 

     b. The AXPP file cannot be read with Notepad

3. To import the AXPP containing the project in VS go to the Dynamics AX menu and choose Import project.

      a. The project is created in the model (and layer) and saved in the AXPP file.

            i. If the model doesn’t exist in the imported environment, it will be generated.

4. Similar to AX 2012 and importing an XPO, in Dynamics 365 for Operations (AX7) you can do a comparison between the contents of the AXPP file and the current environment.

      a. To compare objects during the import: When you select Import project a dialog opens asking you to select the location of the AXPP file.

  • When you select Import project a dialog opens asking you to select the location of the AXPP file.
  • Once you have selected the AXPP file at the bottom of the dialog there is a Details section.
  • In the details section, you can see all of the objects to be imported.
  • When viewing the objects, right-click on one of them and choose to Compare to bring up compare window.

Packages

  • It includes all of the models, binaries, and additional pieces needed to deploy code.
  • Similar concept to an AX2012 model store or in VS a solution.
                   You can have multiple packages per installation.
  • AX ships with several packages including:
                   Application Suite - This is the package containing most of the application code and is the most likely to be overridden.

  • Application Suite Form Adaptor
  • Application Foundation
  • Application Foundation Form Adaptor
  • Application Platform
  • Application Platform Form Adaptor
  • When creating a model, the wizard prompts for which package the model should live in.
  • To create customization objects (overlayer objects) you have to:
             Create a new model in the same package as the objects being customized.
                     This is because there will be a dependency between your customizations and the objects being customized.
  • The new model has to exist in a layer that you can access (usr, cus, or var).

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