Search feature in Dynamics 365 Finance and Operations

There are multiple ways one can find the required form in D365FO.

Let's take an example for Sales order:

1. Using full form name:


2. Using only the first letter of each word:


3. Combination of first few letters of each word:

         

4. Using form name : This is for those who know the starting of the form names they work with. I find this very useful for developers to search for custom forms when they don't remember the caption of the form. below shows all the forms where form name starts wit purchtable /salestable

      


5. Manipulating the URL with Menu item name: This is for those who you know the exact menu item name. This comes handy while debugging in development. 

  • for Display menu item: mi=<menuItemName>


  • for Output menu item: mi=output%3A<menuItemName>


  • for Action menu item: mi=Action%3A<menuitemname>



6. Manipulating the URL with form name: Similar to menu item we can use form name directly in url. this is mostly for developer rather than users. This comes handy to open custom forms directly.

  • f=<formname>




     

Comments

Post a Comment

Popular posts from this blog

How to : get the Deep URL for a particular form with filter in Dynamics 365 Finance and Operations

Image
 If you are a developer and need to generate the Deep-link then you can follow the code mentioned in MS docs at https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/create-deep-links But if you want to share a few URLs with filters already applied to other users then you can use the feature of  'Get a link' in D365FO. Suppose I want to share the list of all sales orders for customer 'US-001'. Go to Account Receivable -> Orders -> All sales orders  Filter by customer account 'US-001' Then in the navigation ribbon, go to Options and click on 'Get a link'   Copy all and paste the URL into new browser window. You will only see the sales orders for US-001. If you want to generate lot of deep URLs then you can also enable  'Automatically update query parameter' Once you enable this, as soon as you apply a filter on forms URL will be updated with the query parameters like below: You can copy and share the link directl
Read more

How to: Solve issue when DVT script for service model MRApplicationService on machine XXX failed

Image
I was running binary update from LCS when my deployment failed. The step which failed had a description " DVT script for service model MRApplicationService on machine XXX failed" When I checked the log, It was showing "Financial Reporting DVTs ran with 2 failures". To resolve it, I just reset the DataMart and resumed the deployment from LCS which then completed successfully. Those who do not know how to reset DataMart, We have to run the following command in Windows PowerShell. cd J:\MROneBox\MRInstallDirectory\Server\MRDeploy Import-module .\MRDeploy.psd1 Reset-DatamartIntegration -Reason OTHER -ReasonDetail "DB Refresh" 1st line is to change the directory where MRDeploy.psd1 script exists. depending on the environment typologies  some other common places where it can be found is G:\MRApplicationService\MRInstallDirectory\Server\MRDeploy K:\MROneBox\MRInstallDirectory\Server\MRDeploy 2nd line is to import the Script 3rd line is for
Read more

How to: Display individual financial dimension value in grid control

Image
To display inventory dimensions in the grid we have control of dimension display which can be set up as per the requirement.  But there is no control in D365FO to display financial dimensions in grid control.  There are 2 ways it can be done.  1. Create display methods to display particular financial dimensions like the below method which displays division. I have seen many examples on the internet using multiple find methods but I prefer it by doing one query with joins to improve performance issues. public display DimensionValue getDimensionDivision() {         DimensionAttributeValueSetItem  dimensionAttributeValueSetItem;         DimensionAttributeValue                dimensionAttributeValue;         DimensionAttribute                        dimensionAttribute;               select DisplayValue from dimensionAttributeValueSetItem             join dimensionAttributeValue             join dimensionAttribute             where dimensionAttributeValueSetItem.DimensionAttributeV
Read more