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Troubleshooting web service authentication Dynamics 365 for Operations

In this post I just wanted to highlight the event viewer logs on a developer box. Make good use of it – not just for web services but for most errors. Below is a recently problem I was troubleshooting. I was working on the Microsoft github integration project to do a proof of concept using odata. I had problems with the authentication. I was able to retrieve the token from Azure AD however the odata authentication piece failed with D365O. I got this error “Microsoft.OData.Client.DataServiceClientException: Unauthorized”  In debug I got down to this “Unknown user type” error. So, after looking at the event viewer. Expand Applications and Service Logs > Microsoft > Dynamics > AX-IntegrationCommon > Operational From the error I found that the tenant which is blurred was different. I had 2 Azure subscription. All I had to do what runt he Admin Provisioning tool against the tenant I wanted to do the integration with. Then all worked fine. Another way I could ha...

Dynamics 365 for Operations Security Analysis

I was recently looking at different ways of analyzing the security in the AOT. I found an Addin that is in Visual Studio. Click on the “View related objects and licenses for all roles”. It takes about 5 minutes to put all the data together and export an Excel file. You get two worksheets. License information – Shows the different security objects; Roles, Duties and Privileges. Showing the license type. View related objects – This is a detailed exploded view of the Roles, duties, privileges, resource (I.e. menu item) Based on the second tab I was able to create a pivot table. This allows me to figure out what makes a particular license Enterprise. The thing you have to keep in mind is that this is looking at the AOT. If you have made security changes in the front end, this Addin won’t recognize it. If you want to review security from the front end then navigation to the Security configuration form. Then click on the View permissions. You will get a similar list as the Ex...

SSIS support for AX OData connection

With prior versions of SSIS, the you couldn’t save online authentication with OData connections. If you wanted to use it, you had to wrap the messages using c# code. Now with the latest SQL 2016 update there was a nice feature that sneaked under the radar. The OData Connection Manager now supports five modes of authentication. Windows Authentication Basic Authentication (with username and password) Microsoft Dynamics AX Online (with username and password) Microsoft Dynamics CRM Online (with username and password) Microsoft Online Services (with username and password) Read more here on msdn https://msdn.microsoft.com/library/dn584133.aspx This is what the interface looks like. It will pop up with the sign in and will save it. This is a very exciting release.

PowerApp with Dynamics 365 for Operations #D365O

Recently, I spent I bit of time on PowerApps. Below is a walk through of my findings. Go to https://powerapps.microsoft.com and log in. This will take you through to the PowerApps dashboard. Here you can define your connection. This step requires that you authenticate to your D365O. Based on your email it will list all the D365O you have on your tenant. You can then create a new Application now. Click on Get started under the Create an app menu. First thing it comes up with is the connection. Select D365O and the Odata services will be listed. I chose to select the InventorySitesOnHand. Wizard will default 3 pages. List Details Edit You can change the layout and the fields easily. Just click on the page to change the layout. Click on the field to select or change the field. You can save your application. If you run it, it will give you a preview. Download the App on your mobile Now this below is from my personal android phone. PowerApps will list all the apps you...

Workflow configurable hierarchy #D365O

This was a nice find in the latest version of D365O. In workflow we can associate a hierarchy to a configuration. In pervious versions we where only allowed to select the one primary managerial hierarchy. A slider will pop up which you can select a hierarchy. In the assignments in AX 2012 we where only allowed to select the Managerial hierarchy. In D365O we can select Configurable hierarchy.

Inventory on-hand mobile workspace for Microsoft Dynamics 365 for Operations app

Over the last couple of months I posted about the Dynamics 365 for Operations mobile platform. Part 1 – Logging in Part 2 – Basic configuration Part 3 – Advanced configuration Part 4 – Export/Import I intentionally say platform and not app. This is because it is somewhat a generic in nature. You can record a series of forms and actions to use as an app. The App behaves similar to the full browser application by focusing on workspace concept. You click on a workspace and drill through to menu items. Search for a KB 3215650 that will allow you to deploy 4 recorded apps done by Microsoft. This hotfix includes the workspaces for Supply Chain Management listed below. More information on the wiki links below. Cost object overview - https://ax.help.dynamics.com/en/wiki/cost-controlling-mobile-workspace/ Inventory on-hand - https://ax.help.dynamics.com/en/wiki/inventory-on-hand-mobile-workspace/ Sales orders - https://ax.help.dynamics.com/en/wiki/sales-orders-mobile-workspace/ ...

Dynamics 365 for Operations mobile platform–Part 4

In this post, I will show how the export/import experience works. From the currently application release, it is an export/import task that has to be done manually. You can export the workspace and it will dump an xml file. See below screenshot of the xml file. On the left you see the Export workspace button. To import click on the … and Import button. Then just publish.