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Security Objects In D365

   PRIVILEGES, DUTIES AND ROLES IN D365 FinOps To add customize security privilege, duty and role you should follow this flow because it is considered as the best practices  Role---> Duty---->Privilege Duty and Privilege would be created at the back end and where as role would be created at front end  1. create privilege from solution explorer in a project  and add new entry point for output, display or action menus to refer in privilege that for which entity we have to give privilege to the user 3. Now Create a duty from solution explorer same as privilege and add this new created privilege to the duty  Now you can refer this duty to the role created on the front end.   HEY HEY HEY !!!! HACK OF THE DAY !!           THE HIGHEST ACCESS LEVEL  FOR ACTION MENU ITEM IS   DELETE     
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Edit Method on Form

Edit Method D365 for a form Data Source 1. To create an edit method first create a controller class. with following properties  public static edit MainAccountNum LedgerJournalTransLedger(LedgerJournalTrans _ledgerjournal, boolean _set, MainAccountNum _id) { MainAccountNum accountId = _id; MainAccount mainAccount = MainAccount::findByMainAccountId(_id); if(_set) { if(_ledgerjournal.AccountType== LedgerJournalACType::Ledger) { mainAccount = MainAccount::findByMainAccountId(accountId); if(_ledgerjournal.LedgerDimension) { DimensionDefault defaultDim = LedgerDimensionFacade::getDefaultDimensionFromLedgerDimension(_ledgerjournal.LedgerDimension); _ledgerjournal.LedgerDimension = LedgerDimensionDefaultingEngine::getLedgerDimensionFromAccountAndDim(mainAccount.RecId, DimensionHierarchy::getAccountStructure(mainAccount.RecId), defaultDim); } else { _ledgerjournal.LedgerDimension = LedgerDimensionDefaultingEngine::getLedgerDimensionFromAccountAndDim(mainAccount.RecId, DimensionHierarchy::getAcc
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Field Level Security In Ax 2012

FIELD LEVEL SECURITY IN AX 2012 In this blog we will discuss field level security applied in  Ax 2012. 1. Field level security is added on form level as well in Ax 2012 its bit different then field level security in D365 2. This also requires privileges to be applied on form specific fields only. Step #1 :  Change datasource property of the field which need to be added in security. Step #2 : Now add these 2 fields in form --- > permissions --- > Read Step #3 : Now finally create privilege and add these fields explicitly in it.       HEY HEY HEY !!!! HACK OF THE DAY  Add Fields in Entry point privilege section of form  Explicitly.  
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Virtual Field

    VIRTUAL FIELD MAPPING IN AN ENTITY D365 FinOps 1. Create an unmapped field in an Entity Fields section and apply following properties to an unmapped field.  2. Same goes for Staging table : 3. Write following bunch of code in Entity code ( Press F7 ):  To check this field use import export in D365 or use excel add in to manipulate this unmapped field.     HEY HEY HEY !!!! HACK OF THE DAY !!!        entitytodatasource -------   write function        datasourcetoentity -------- read function
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Lookup and Mandatory fields on Form using Form event Handlers D365

Lookup and Mandatory fields on Form using Form event Handlers D365 [FormControlEventHandler(formControlStr(VendBankAccounts, VendBankAccount_SLD_BankCode), FormControlEventType::Lookup)] public static void VendBankAccount_SLD_BankCode_OnLookup(FormControl sender, FormControlEventArgs e)     {         Query query = new Query();         QueryBuildDataSource queryBuildDataSource;         FormControlCancelableSuperEventArgs event = e as FormControlCancelableSuperEventArgs;         QueryBuildRange queryBuildRange;         SysTableLookup sysTableLookup = SysTableLookup::newParameters(tableNum(SLD_BankCodes), sender);         sysTableLookup.addSelectionField(fieldNum(SLD_BankCodes, BankCodes));         sysTableLookup.addLookupField(fieldNum(SLD_BankCodes, BankCodes));         sysTableLookup.addLookupField(fieldNum(SLD_BankCodes, Description));         queryBuildDataSource = query.addDataSource(tableNum(SLD_BankCodes));         sysTableLookup.parmQuery(query);         sysTableLookup.performFor
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Deep Links

  DEEP LINKS FOR SALES ORDERS In this blog we will discuss about generating deep links for any form , record or datasource. Deep links are basically termed for generating URL's through code for any specific record in D365. Using Deep links other environments can access D365 records by using this URL generated from it. 1. In below blog I am creating Deep links for sales order header record. 2. To Access these links one should always be added the user in FinOps to access through URL. Step #1 Create and extension class of  URLUtility class  and also add following code snippet to access this class : using Microsoft.Dynamics.AX.Framework.Utilities; using Microsoft.Dynamics.@Client.ServerForm.Contexts; public static str generateRecordUrl(str _menuItemName, MenuItemType _menuItemType, DataSourceName _dataSourceName, Map _indexFieldValuesMap, DataAreaId _dataAreaId = curExt()) {   System.Uri host = SessionContext::Get_Current().Get_RequestUrl();   UrlHelper.UrlGenerator generator = new Url
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Record level Security Ax 2012

RECORD LEVEL SECURITY IN AX 2012 In this blog we will discuss record level security in Ax 2012. Record level security includes Query, Constrained table, Security policy, Temp table (Optional).   Create a query That will be used to restrict data access from the  Constraint  table. Right-click  Data Sources , and the select  New Data Source . In the  Table  field, enter the primary table name  CustGroup . Right-click  Ranges , and then select  New Range . Set the  Enabled  field to  Yes . In the  Data Source  field, enter the primary table name, in this case, ‘CustGroup’. In the  Value field , enter  10  to restrict access to data where CustGroup has value of 10, by defining the Range for the CustGroup field. Add a new security policy Add a new security policy.  Set  Constrained Table  to  Yes . This will also secure access to the primary table. In this example this is the  CustGroup  table. Set the  Context Type  field to  RoleName . Set the  Enabled  field to  Yes . Set the  Operation
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