How to run a class through URL in Dynamics 365 Finance and Operations

https://usnconeboxax1aos.cloud.onebox.dynamics.com/?cmp=USMF&mi=SysClassRunner&cls=TestIllumina

Here "TestIllumina" is the class that you need to run

How to clear usage data and cache in dynamics 365 F&O

Clear Usage Data:

To clear usage data click the top right setting icon and click "user options".

Now a form will open, In the “Visual” tab and click the “Usage Data” button.

A new form will open "Usage data", click on reset

A new form will open, click on Yes

This will clear the usage data.

Clearing cache in dynamics 365 F&O:

https://usnconeboxax1aos.cloud.onebox.dynamics.com/?mi=SysclassRunner&cls=SysFlushData

or

https://<D365FO url>/?mi=SysclassRunner&cls=SysFlushData

Why do we need to clear usage data and cache:

Clearing usage data and cache in Dynamics 365 F&O can help improve system performance and reduce the likelihood of errors. 

Here are some reasons why it's important:

Improve system performance: Over time, usage data and cache can accumulate in Dynamics 365 F&O, causing the system to slow down. Clearing this data can help speed up the system and improve overall performance.

Reduce errors: Clearing the cache can help prevent issues that may arise from old or outdated data. This is because cached data may not reflect the latest changes made to the system, leading to potential errors.

Ensure accuracy: When usage data and cache are not cleared regularly, it can cause inaccurate results in reports and other system functions. Clearing the data ensures that the system is up-to-date and that users are getting accurate information.

Overall, clearing usage data and cache in Dynamics 365 F&O is an important maintenance task that helps keep the system running smoothly and efficiently. 

It is recommended to do this regularly to ensure the system's optimal performance.

How to create a VM(Virtual Machine) in Microsoft Azure

 

Creating a virtual machine in Microsoft Azure can be done through the Azure Portal

Log in to the Azure using your Azure account.

Click on the "Create a resource" button.

In the search bar, type "Windows Virtual Machine" and select the appropriate option.

A new window will open like below

Then click on create, A new window will popup like below

In the "Basics" tab, fill in the required information, including a name for the virtual machine, the subscription, the resource group, and the location.

In the "Networking" tab, configure the network settings for the virtual machine, including the virtual network and subnet. You can also assign a public IP address, and configure inbound and outbound ports rules and network security groups here.

In the "Management" tab, you can configure automatic shutdown, backup, monitoring, and other options.

Now Click on the "Review + create" button to review the settings and validate it.

After validation, click on the "Create" button to create the virtual machine.

It may take a few minutes for the virtual machine to be created and provisioned. Once it is deployed, you will see a screen like this

Open the VM that you created, and you will see a screen like below

Click on connect and then select RDP

A new form will open like the one below, Click on download RDP file

Once it's done, you can connect the Remote Desktop (RDP) for Windows, and the credentials will be the same that you entered while creating the VM

Integration account in Microsoft azure

An Azure Integration Account is a service in Azure that allows you to manage and govern integration artifacts, such as schemas, maps, and agreements, in a central location. These integration artifacts are used to define the structure and format of the data that is exchanged between systems as part of an integration scenario.

An integration account can be used in conjunction with Azure Logic Apps, BizTalk, or API Management to create integration workflows that process and transform data as it flows through the system. Storing the integration artifacts in a central location makes it easier to manage and govern these artifacts across different workflows and systems.

The main components of an integration account are:

Schemas: These are used to define the structure and format of the data that is exchanged between systems. You can use XSD (XML Schema Definition) or JSON schema to define the structure of your data.

Maps: These are used to transform data from one format to another. For example, you may have a source schema in one format and a target schema in another format, and a map can be used to convert data from the source format to the target format.

Agreements: These are used to define the trading relationships between two parties in an integration scenario. An agreement defines the schemas, maps, and any other artifacts that are used by the two parties during the integration process.

Partners: The Partners are used to identify the parties involved in the integration scenario. Each partner can be associated with one or more agreements.

The integration account also provides tracking and monitoring of the integration artifact usage and versioning of the artifact. It is also integrated with Azure Key vault, to ensure the security of the artifact. With an integration account, you can ensure that your integration workflows are using the correct versions of the artifacts and that you have a single source of truth for these artifacts.

Steps to create an integration account in Azure:

Log in to the Azure portal using your Azure account credentials.

Click on the "Create a resource" button in the top left corner of the screen.

In the search box, type "Integration Account" and select it from the list of results, and click on create

On the "Integration Account" page, fill in the following information:

Subscription: Select the subscription you want to use for this integration account.

Resource group: Create a new resource group or use an existing one.

Integration account name: Choose a unique name for your integration account.

Location: Select the region where you want your integration account to be located.

Click on "Review + Create" to review the configuration of your integration account.

It will validate for some time and then, click on "Create" to create the integration account.

It will take some seconds for the deployment, once the deployment is done, you may go to the resource

Once you go to resource, it will look like below

Once the integration account is created, you can navigate to the account to manage the integration artifact like schemas, maps, and agreements, you can also use Azure Logic App to create integration workflows which would use the integration account as one of the connectors.

Storage account in Microsoft azure

A storage account in Azure is a way to store and retrieve various types of data in the cloud. There are several different types of storage accounts that can be created in Azure, each optimized for different types of data and use cases. A storage account gives you a unique namespace to store and access your data in Azure. You can create several storage services like Blob, files, Queue, Disk storage, Table, and more, depending on the type of storage account you have created.

Different types of storage accounts can be created in Azure:

Blob storage: This type of storage account is optimized for unstructured data, such as text or binary data. Blob storage allows you to store large amounts of unstructured data, such as images, videos, and backups, and also host websites.

File storage: This type of storage account is used for storing and accessing files in the cloud using the SMB protocol. It can also be used for cloud-based file-sharing scenarios.

Queue storage: This type of storage account is used for storing and retrieving large numbers of messages in the cloud, it is often used for storing messages that are used for asynchronous communication between different systems.

Table storage: This type of storage account is used for storing structured NoSQL data in the cloud. It is often used to store metadata or small amounts of data that don't require complex querying.

Disk storage: This type of storage account is used to store Azure Virtual Machine (VM) disks. These disks can be used to create VMs in Azure.

Each of the different types of storage accounts offers different performance and cost trade-offs, and it is important to choose the right storage account for your specific use case.

You can also use a storage account to perform various data management tasks, like creating and managing snapshots, creating backups, and creating a data lake for big data analytics.

 

Steps to create a storage account in Microsoft Azure:

Log in to the Azure portal using your Azure account credentials.

Click on the "Create a resource" button in the top left corner of the screen.

In the left panel, select "Storage"

In the "Storage Account" page, fill in the following information:

Subscription: Select the subscription you want to use for this storage account.

Resource group: Create a new resource group or use an existing one.

Storage account name: Choose a unique name for your storage account.

Location: Select the region where you want your storage account to be located.

Performance: Select the performance level that you want your storage account to have (Standard or Premium)

Click on "Review"

Click on "Review + Create" to review the configuration of your storage account.

Click on "Create" to create the storage account.

Then it will take few seconds to deploy your resource, once it is done you will see screen like below

You can click on "Go to resource", it will take you to the storage account you just created

Once the storage account is created, you will find the account in the Azure portal and you can navigate to the storage account to create various services like Blobs, files, Queue, and more, based on the storage account kind selected during creation.

Best practices for creating a table in dynamics 365 fo

To create a table in Dynamics 365 Finance and Operations, you should follow these best practices:

Determine the purpose of the table and what data it will store. This will help you determine the fields and data types that you will need to include in the table.

Consider the relationships between the table and other tables in the system. You should identify any foreign key relationships and ensure that you have the necessary indexes and constraints in place.

Use appropriate data types for each field. Selecting the right data type will ensure that you are able to store the data in an efficient and effective manner.

Create a clear and concise naming convention for your fields and tables. This will make it easier to understand the purpose of each field and table and will make your code easier to read and maintain.

1. Setting the Title fields

2. Creating the primary index

3. Creating basic methods like find, findRecId, and exist

4. Add method documentation in every method

5. The name of the method should be camel casing

6. Creating groups containing relevant fields

7. Pascal casing should be used for field names and table names

How to create a local Dev Environment for Dynamics 365 FO

 

Go to LCS portal: Link

Sign in with your credentials

Go to "Shared asset library" as shown below

Now go to "Downloadable VHD"

Now download the latest version

Once downloaded, run the 1st file, it should be an executable file

Now it will show a dialog, click accept

Now click on extract

This will take a while 

Now in the start search for "Turn windows feature on or off "

Now you will see a dialog box like below

Now it will find some files and apply the changes automatically

After the changes are applied, restart the computer once

Once the system is restarted, go to start and search Hyper-V manager, run as administrator

You will see a screen like below

Click on Quick create and select "Virtual machine"

A new popup will show like below

click next, put in the name of the VM

click on next, and select the generation

click next, and select the ram that you would want to allocate to the Virtual machine, you may make it dynamics as well

click next and select the connection as "Default switch"

now click next and click on "use an existing virtual hard disk" and select the VHD that we extracted in the earlier steps

click next and then finish

Now you will see a VM in the Hyper-V Manager

Right-click on it and select connect

A new window will come, like below, click on start

It will take some time to load

Password to login: pass@word1

Once loggedIn you will see screen like below

Open "AdminUserProvisioning" and run as admin, put in your email Id and click submit.

Once successful you will see a screen like below

Now go to IIS and open the Dynamics URL