Keyboard Shortcuts

You missed them, I missed them, we all missed them but guess what they are back! What is he talking about you ask? I’m referring to keyboard shortcuts for Dynamics 365 for Finance and Operations! See them in all their glory below:

 

Action shortcuts

To do this Press
Open action search Ctrl+’ or Alt+Q
Move to the standard Action Pane Alt+M,A or Ctrl+F6
Open a tab on the Action Pane or a menu Enter or Space or Alt+Down arrow
Move to next/previous option in a menu Down arrow / Up arrow
Close a tab on the Action Pane or a menu Esc
Simulate a right-click Shift+F10
Open the Finance and Operations context menu Ctrl+F10
Execute the default button on a form/dialog box Alt+Enter
Click a button or tile Enter or Space
View refresh information for a count tile Alt+Up arrow
View currently available shortcuts Alt+Shift+K

Date picker shortcuts

To do this Press
Open the date picker Alt+Down arrow
Move between dates in the date picker Ctrl+Arrow keys
Move to the next/previous month Page down / Page up
Move to the next/previous year Ctrl+Shift+Page down / Ctrl+Shift+Page up
Move to today Ctrl+Home
Pick today’s date T
Clear the selected date C
Pick Never (or the max date) N

FactBox shortcuts

To do this Press
Open the FactBox pane (or move focus to the FactBox pane if it is already open) Alt+M,B or Ctrl+F2
Close the FactBox pane (with focus in the FactBox pane) Esc
Move to the next/previous FactBox (with focus in the FactBox pane) Alt+Shift+Down arrow / Alt+Shift+Up arrow
Move to the <n>th FactBox (with focus in the FactBox pane) Alt+<n> (<n> = 1-9)
Expand a FactBox (with focus on the FactBox header) Space or Enter
Collapse the current FactBox Alt+0

Filtering shortcuts

To do this Press
Open grid filtering for the current column Ctrl+G
Close grid filtering for the current column Esc
Open the Filter pane (or switch focus between the Filter pane and the main form if the Filter pane is already open) Alt+M,F or Ctrl+F3
Close the Filter pane (with focus in the Filter pane) Esc
Open advanced filtering/sort Ctrl+Shift+F3

Form shortcuts

To do this Press
Create a new record Alt+N
Delete a record Alt+Del or Alt+F9
Save record Alt+S or Ctrl+S
Revert (restore) Ctrl+Shift+F5
Data refresh Shift+F5
Move to the visible first field on the form Alt+Shift+F
Toggle edit mode F2
Attach a document Ctrl+Shift+A
Export to Excel Ctrl+Shift+E
Move to the previous record (outside a grid) Ctrl+Up arrow
Move to the next record (outside a grid) Ctrl+Down arrow
Move to the first record (outside a grid) Ctrl+Home
Move to the last record (outside a grid) Ctrl+End
Close the form (click Back) Esc
Close the form with explicit save Shift+Esc
Close the form discarding any unsaved changes Alt+Shift+Q

Form navigation shortcuts

To do this Press
Move to the next/previous field Tab / Shift+Tab
Move to the next/previous tab Alt+Shift+Right arrow / Alt+Shift+Left arrow
Move to the <n>th tab Alt+Shift+<n> (<n> = 1-9)
Move to the next/previous FastTab Alt+Shift+Down arrow / Alt+Shift+Up arrow
Move to the <n>th FastTab Alt+<n> (<n> = 1-9)
Move to the next/previous blade (vertical tab) Alt+Shift+Right arrow / Alt+Shift+Left arrow
Move to the <n>th blade (vertical tab) Alt+Shift+<n> (<n> = 1-9)
Expand a FastTab (with focus on the FastTab header) Space or Enter
Collapse the current FastTab Alt+0
Switch to grid view Ctrl+Shift+G
Switch to details view Ctrl+Shift+D
Switch to header view Ctrl+Shift+H
Switch to lines view Ctrl+Shift+L

Grid shortcuts

To do this Press
Move to the next/previous column Tab / Shift+Tab
Move to the next/previous row Down arrow / Up arrow
Move to the next/previous row without selecting

Note: This shortcut applies to multi-select scenarios only.

Ctrl+Up arrow / Ctrl+Down arrow
Select/clear the current row

Note: This shortcut applies to multi-select scenarios only.

Ctrl+Space / Ctrl+Click
Add the next/previous row to the selected set

Note: This shortcut applies to multi-select scenarios only.

Shift+Space
Add a range of rows to the selected set

Note: This shortcut applies to multi-select scenarios only.

Shift+Click
Go to the next/previous page of data Page up / Page down
Create a new row at the bottom of the grid Down arrow (from the last row)
Select or clear all rows Ctrl+Shift+M
Move to the first record Ctrl+Home
Move to the last record Ctrl+End
Execute the default action in a grid

Note: This shortcut is enabled when focus is on a cell containing a hyperlink and all cells in that column have hyperlinks.

Enter

Input control shortcuts

To do this Press
Open the hyperlink Ctrl+Enter
Enter the session date in a date field D+Tab
Enter the current date in a date field T+Tab
Open lookup, combo box, date picker, drop dialog box Alt+Down arrow
Close lookup, combo box, date picker, drop dialog box Esc
Move focus into a lookup (when the lookup is already open) Alt+Down arrow
Open the control’s enhanced preview Alt+Up arrow
Select text in the current field Ctrl+A
Enter/leave the text area in an HTML editor control Alt+Down arrow / Alt+Up arrow
Switch focus between the text area and the toolbar in an HTML editor control F6

Messaging shortcuts

To do this Press
Go to the Message Center Ctrl+Shift+F7
Go to the Message Bar Ctrl+F7
To do this Press
Go to the dashboard Alt+Shift+Home
Move to the navigation bar Alt+M,N or Alt+Shift+F1
Move to the company picker Ctrl+Shift+O
Search for a page Ctrl+/ or Alt+G
Open the help pane Ctrl+?
Open the trace parser Alt+Shift+T
Move to the navigation pane Alt+F1
Add/remove form as a favorite (with focus on a form in the navigation pane) Shift+F
Move to the standard Action Pane Alt+M,A or Ctrl+F6
Move to the Filter pane (which may include opening it) Alt+M,F or Ctrl+F3
Move focus to the page content (with focus in the navigation list) Alt+M,M or Ctrl+F3
Move to the navigation list on Details form (which may include opening it) Alt+M,S or Ctrl+F8
Move focus to the page content (with focus in the navigation list) Alt+M,M or Ctrl+F8
Close the navigation list on Details form (with focus in the navigation list) Esc
Move to the main page content (with focus in another pane) Alt+M,M
Move to the FactBox pane (which may include opening it) Alt+M,B or Ctrl+F2

Personalization shortcuts

To do this Press
Transition the page into personalization mode Ctrl+Shift+P
Use the Select tool (when in personalization mode) S
Open the selected control’s quick personalization dialog box (when using the Select tool) Space or Enter
Use the Move tool (when in personalization mode) M
Select the current control as the one to move (when using the Move tool and no control has been selected to move yet) Space or Enter
Clear the control to move (when using the Move tool) Esc
Move to the next position for the selected control (when using the Move tool) Tab or Right arrow or Down arrow
Move to the previous position for the selected control (when using the Move tool) Shift+Tab or Left arrow or Up arrow
Use the Hide tool (when in personalization mode) H
Switch whether the current control is visible or hidden (when using the Hide tool) Space or Enter
Use the Skip tool (when in personalization mode) K
Switch whether the current control is in the tab sequence (when using the Skip tool) Space or Enter
Use the Edit tool (when in personalization mode) E
Switch whether the current control is editable or read-only (when using the Edit tool) Space or Enter
Use the Summary tool (when in personalization mode) U
Switch whether the current control is a summary field in the current fast tab (when using the Summary tool) Space or Enter
Use the Add tool (when in personalization mode) A
Select the control whose container will be used to insert the new fields (when using the Add tool) Space or Enter
Import a personalization (when in personalization mode) I
Export a personalization (when in personalization mode) X
Clear this page’s personalizations (when in personalization mode) Ctrl+C
Move focus between the personalization toolbar and the page (when in personalization mode) T
Exit personalization mode (when in personalization mode) Esc

Segmented entry shortcuts

To do this Press
Open the drop-down list (when the drop-down list is closed) Alt+Down arrow
Move focus into the input field for the current segment in the drop-down list (when the drop-down list is already open) Alt+Down arrow
Close the drop-down list Alt+Up arrow
Close/open the right portion of the drop-down list Alt+Left arrow / Alt+Right arrow
Switch between “Show valid” and “Show all” modes Alt+W
Select the value from drop-down list and move to the next segment Enter
Move to the next/previous control on the page (when focus is in input control) Tab / Shift+Tab
Move to the next/previous input field in the flyout (when focus is in the drop-down list) Tab / Shift+Tab
Move up/down a row in the lookup Up arrow / Down arrow
Move up/down a page in the lookup Page up / Page down
Move to the top/bottom of the lookup Home / End

Microsoft Security Compliance

So you occasionally login to the Microsoft Environments VMs (Sandboxes etc.) without a care in the world. However, there are some security compliance details that you must obey by otherwise Microsoft will enforce them:

  • Acquiring that awesomely long password from the ‘Environment Manager Screen’ to gain access to the local admin account can be long and tedious- why not throw an RDP short-cut and create your own account on the VM easy right? Wrong, this is not allowed and Microsoft will remove any added accounts. Nightmare but it goes hand-in-hand with many of their security policies and certain accreditations.
  • Password too long, let’s just change it to P@ssWord1! – what do you mean it’s not secure? It’s got numbers, symbols, uppercase- everything!!!! Fortunately (in this case) you are not allowed to change the Passwords, Microsoft will pick up on this and change the password – once again, it’s for your own good!
  • Right let’s make a plan for patching the server, every month (if we remember) we will patch it – sorted! Not to worry, Microsoft has got your back – they will automatically push out updates to tier 1-5 sandboxes – don’t disable this…

User Options

So you’ve finished going through your various sessions of UAT and now you’re sitting in front of your brand new, shiny, time-saving, live saving (you get the point-right) application but what really is bugging you is the fact the ‘theme colour’ is blue and you’re more of a Dark Green kind of person – not a problem here’s a 21 second video showing you various ‘User Options’ that I made :-):

Electronic Reporting: “The Payments cannot be generated” “Attached Template file is not found in the Azure storage. Please reimport ER configuration or contact your system administrator”.

Electronic Reporting (aKa G(General)ER – depending on how up-to-date you are on the awesomeness of ER) – is the shining light of Dynamics 365 for Finance and Operations for Functional Consultants that has put an end to you shouting over to your best bud in Technical Consultancy to build you a payment file – you can now design and format yours own payment files with great flexibility – and those of you who have tried attempting this (which I actively encourage and will try and push out an article around the creation of them soon) you may be greeted by the following annoyance:

Now this error comes down to the fact that you’ve deployed a new environment using a SQL back-up (which by the way is easy for functional consultants to carry out on a vanilla environment – blog coming soon), or done a code upgrade. Let me guess – you tried deleting and re-importing the ER configuration, a wise moved but it led to a failed attempt, right?

Now this is a known issue and there is a hot-fix for it Link Here (you can pay me in beer later).

There is also a SQL script (I am yet to try this approach so I accept no liability – but if it works you can also pay me in beer (please use best practice when executing, back-up environment and run in tests- you’ve got this)):

delete from docuvalue where recid in

(select valuerecid from docuref where

       reftableid = (select id from tableidtable where name = ‘ERSolutionVersionTable’)

and not exists (select * from ERSOLUTIONVERSIONTABLE where RecId = docuref.REFRECID));

delete from docuref where

       reftableid = (select id from tableidtable where name = ‘ERSolutionVersionTable’)

and not exists (select * from ERSOLUTIONVERSIONTABLE where RecId = docuref.REFRECID);

and re-import the configuration.

Now ER is still a quite undocumented part of the application and it is something I wish to get more articles out on as soon as possible!

 

Security Diagnostic using Task Guides

Task Guides, the awesome new feature introduced by Microsoft in AX7/Dynamics 365 for Operations/Dynamics 365 for Finance and Operations Enterprise Edition (any more names that won’t fit on labels…. ?). Now those who have had a chance to play with D365 for Ops will now that they really are a great familarisation, training and troubleshooting feature- guiding the targeted user through the application applicable to the business process they are involved with.

However…

I have noticed that many consultants are not aware of another amazing feature of them- which is analysing Security requirements. Say you are testing a new piece of customisation functionality out and you’re curious throughout the process what particular security role/duties/privileges are needed for the user to carry out the particular process you testing? Or your supporting an application and you cannot find a the exact security role/duties/privileges to supply to a user in need – well it’s all okay as Task Guides have your back!

Step one create a Task Guide via the Task Recording functionality – then either save this to the BPM library or to your computer/network repository, once this has been achieved then you are ready to have the answer to all your security questions – winner!

Navigate to the System Administration module Security>Security Diagnostics for task recordings (whatttt I’ve never seen that button before…):

It will then prompt you to select either a Task Guide from the LCS BPM Library or from your computer/network repository. I’ve chosen in this example a Task Guide that displays the process of entering a Time Sheet from the Employee Self-Service Portal. Once the Task Guide has been uploaded you’ll be presented by a ‘Security Menu Item Details’ screen and it’ll display all the menu items your chosen business process runs through.

The next step is to select the User who you are troubleshooting the security issue for or if it’s to find out the Security aspects needed for an implementation etc. then choose a user ID that has no permissions as this will highlight all the security items needed – you’ll see under the ‘missing permissions’ column if the selected user is missing permissions. If it does state ‘Yes’ then select “Add Reference” this will open up a pane showing the Roles, Duties and Privileges that contain the permissions that user needs for that particular menu item- and you can then select “Add roles to user” (or view the object identifiers if you are really keen!):

All-in-all a powerful, useful and great tool to any good consultants tool box!

Process Data Packages, Data Packages, Data Entities- Data Management in Dynamics 365 for Operations. What does it all mean?

This short article will provide a brief introduction of the various Data Management (DM) artifacts available Microsoft Dynamics 365 for Operations (D3654Ops).

As can be seen from the Data Management workspace within D3654Ops and within the Lifecycle Services Tools Asset Library and Shared Asset Library there is various DM artifacts that can be used when importing and exporting data- this article will cover:

  • Data Entities
  • Data Packages
  • Process Data Packages

Data Entities (DEs)- DEs provide a normalised and encapsulated view of the underlying tables within D3654Ops. A lot of data can be spread out across many tables for one form (e.g. Supplier- a portion of the data will be stored in the Supplier table but other information relating to the Supplier (addresses in the Party table etc.) will be split into other tables) Data Entities bring these set of data together for ease of importing and exporting. Allowing the user to see all the data concerning one form on one excel (or you chosen format) document and not having to tie record IDs, Party IDs etc. together to upload a complete set of data- Brilliant!

Data Packages (DPs)- Data Packages group together one or more DEs allowing the user to upload a set of data at once in correct and sequential order (It is best practice to group these together in line with Microsofts DEs grouping (found at https://ax.help.dynamics.com/en/wiki/data-entities-home-page/#data-entities-and-data-packages under Data Entities and Data Packages)) e.g. one DP for Bank Setup could contain the following DEs; Bank Transaction Type, Bank Transaction Groups, Bank parameters, Payment Purpose Codes and Customer Charge Groups. Once all of these Data Entities have been packaged into a DP (along with two extra files created automatically in the DP creation process (manifest and package header (details what is in the DP, which order they should be loaded in and where to)) the user can then load a complete complimentary set of DEs with only the effort of uploading a single DP.

Process Data Packages (PDPs)- A PDP is a collection of Data Packages, as described already a DP can be a collection of relevant DEs such as Bank Setup, another DP could contain the DEs for Bank Accounts (Bank Groups, Bank Accounts and Check Layout), consuming a PDP to a particular environment will allow the user to upload a plethora of related DEs and DPs in one effort meaning a full configuration of a D3654Ops environment can be achieved with the selection of a single PDPs!

In summary a Data Entity is a normalised encapsulated view of the underlying relevant table with D3654Ops, A Data Package is a collection of one or more Data Entities and a Process Data Package is a collection of one or more Data Packages.

For further details around the functional and technical aspects of the Data Management artifacts discussed in this brief article or if you have questions around Data Management that sits outside what has been discussed please comment on this blog!

How to enable/disable maintenance mode to turn on/off license configuration keys.

If you have tried to switch on/off your configuration keys but are greeted by the following message: “This form is read-only unless the system is in the maintenance mode. Maintenance mode can be enabled in this environment by running maintenance job from LCS, or using Deployment.Setup tool locally” then you’ve stumbled across the right article.

Follow the instructions below to place your D365 for Operations environment into Maintenance mode:

  1. Log into the server
  2. Open up command prompt and enter the following run command (note: please check that the Microsoft.AX.Deployment.Setup.exe file is in the location specified below):

 

J:\AosService\PackagesLocalDirectory\Bin\Microsoft.Dynamics.AX.Deployment.Setup.exe –metadatadir J:\AosService\PackagesLocalDirectory –bindir J:\AosService\PackagesLocalDirectory\Bin –sqlserver . –sqldatabase axdb –sqluser axdbadmin –sqlpwd enter axdbadmin password here –setupmode maintenancemode –isinmaintenancemode true

 

  1. Replace ‘true’ with false if Maintenance mode needs to be switched off.

  1. Execute the command by hitting return, a window will appear then disappear shortly after.
  2. The next step is to restart the AOS by going to the ‘Internet Information Services’

  1. Once these steps have been complete Maintenance mode will be either on or off.

 

 

How to perform a back-up of your Dynamics 365 for Ops environment

The article below details the necessary steps to back-up your environment. It should be a wiki post but it’s too crucial to not be shared as a blog!

Stopping the Services:

  1. Login to the VM Machine via LCS
  2. Run Services.Msc
  3. Stop the following services:
    1. Microsoft Dynamics AX Batch Management Service
    2. Microsoft Dynamics AX Data Import/Export Framework Service
    3. Microsoft Dynamics Lifecycle Services Diagnostic Service
    4. World Wide Web Publishing Service
    5. Management Reporter 2012 Process service
  4. Open the IIS (Internet Information Services) Manager
  5. Expand the Server node:

6. then expand the “Application Pools”

7. Stop the following services:

  • AOSService
  • FinancialReporting
  • Productionconfiguration
  • RetailCloudPos
  • RetailServer
  • RetailStoreFront

8. Close all open windows.

Perform a Back-up of the AX Database:

  1. Open the “Microsoft SQL Server Management Studio” programme

2. Navigate to the AX Database

3. Right-click on the Database, select “Tasks” then “Back-up…”

4. Select the “Copy-only back-up” radio box.

5.Go to the “Backup Options” page:

6. Then change ‘Set backup compression’ to “Compress backup”:

7. Navigate back to the “General” page and remove the existing backup:

 

8. Then select “Add” (remember to suffix the file path with .BAK) AXDB_Year_Month_Day_Time.BAK e.g. AXDB_2016_11_01_1055.BAK.

9. Then select “OK” to execute the backup

10. The Progress area will show you how long until completion:

11. A window will appear once the Backup has completed successfully

12. Now close out of Microsoft SQL Server Management Studio.

13. Now start back up the services (as well as the IIS services).

Your back up will be sitting in the SQL backups folder in the ‘My Computer’ root. This can now be uploaded to your LCS Project Asset Library.

 

Note: Remember to go through and re-enter any values stored in encrypted areas of the database such as :

  • General ledger > Currencies > Configure exchange rate providers.
  • Accounts receivable > Payments setup > Payment services
  • Retail and commerce > Channel setup > POS setup > POS profiles > Hardware profiles

How to delete a Dynamics 365 for Operations Environment

This document details the steps to de-allocate and delete a Dynamica 365 for Operations Environment from within Lifecycle Services. Please follow the steps below to achieve this:

  1. Login to the focal environment and check online users (System Administration>Online Users) to see if any users is currently in the environment.online-users-dynamics-365
  2. Broadcast a message to the online users.broad-cast-a-message-to-online-users
    1. Select “Message Online Users” as shown above
    2. Select “Broadcast a message for downtime” as the ‘Change type’broadcast-type
    3. Enter the time the time that the message is valid until (which is up to the point servicing starts).message-down-time-parameters
    4. Select “Post” to send the message:post
    5. Then select “Yes” if it is certain that the message must be sentconfirmation-of-sending-the-message
    6. A message will then appear stating successful completionmessage-successfully-sent

 

  1. Stop the environment in LCSstop-the-environment
  2. Once the environment has successfully stopped select “Deallocate” (trash bin icon)deallocate-environment
  3. Select Delete (trash icon)delete-the-environment
  4. Enter the name of the environment that you wish to delete in the pop-up window.
  5. When the user goes back to the project the environment will be marked for deletion.

After a whilst the project shall be deleted.

Not a Technical consultant but wish to apply the latest Application update to your D365Ops Environment? No problem!

Need to update a Dynamics 365 for Operations environment to the latest application release and there’s no Technical Consultant around!? Not to worry Microsoft has your back! By using a Software Deployable Package.

A Deployable Package can be a binary update or other run-time components that is compiled as a unit of deployment. Microsoft push out all their updates as Deployable Packages to the Shared Asset Library within LCS (as shown below):

These are available for consumption into pre-existing environments within Projects. Although before we continue i’d like to supply two warnings and one piece of advice:

Warnings:

  1. Do not apply an Deployable Package is you have custom code that adopts the use of overlays (only if it uses extensions can it be used- if you are concerned THEN contact a technical consultant otherwise it may cause them some headache/extra work (re-doing the overlays)).
  2. Updating the application will cause the system to be down- so always plan ahead.

Advice:

  1. Obvious but got to endorse, always perform a full back-up before progressing with an update.

How to consume a Microsoft Application update using a Deployable Package

1.      Go to the Shared Asset Library and check the package containing the Microsoft update you wish to deploy is there.

2.      Go to the Focal Projects Asset Library and select ‘Software Deployable Packages’, then select ‘Import’ and import the package found in step 1

3.      Go to the focal environment you wish to update and open up the maintenance page (by selecting the environment in the project), select ‘Maintain’ then ‘Apply Binary Updates’- select the Software Deployable Package imported in step 2

4.      Apply the package- this will start the upgrade process

5.      Refresh the screen every so often to view progress.

6. Once it has completed all of the steps (a counter will display e.g. 26/30, 27/30, 28/30…) then it will ask you to either sign it off or sign off the update with errors.

Thank you for reading my article. You’ll be pleased to know I accept no liability if this goes wrong (please read the warnings and if unsure do consult a technical consultant), however, it really does work well!

As always if you do have any questions around Dynamics 365 please do not hesitate to contact me.

Icons and menu items missing from LCS?

I meant to publish this article a whilst back over a common issue I experience when accessing LCS via VM of an environment (although this can be experienced via using a browser on any machine to access LCS) .

If opening an LCS project you notice missing icons and menu items (as shown in the images below) this is due to your browser’s security settings.

LCS Project view (missing icons and menu items):

LCS Asset Library view (missing menu items):

You can resolve this issue by adding LCS to your browser’s trusted sites (I have shown a screenshot below of the browser used on the D365 for Operations environments VM):

This will bring the menu items and icons through as expected.

Please feel free to contact me with any Dynamics 365 related questions or queries your may have!

ClickOnce – Let Chrome communicate with .Net for D365O

UNABLE TO OPEN FINANCIAL REPORTING REPORT DESIGNER IN DYNAMICS 365 FOR OPERATIONS IN GOOGLE CHROME?

If you have come across this issue (error shown in image below after trying to run the report designer from Google Chrome) Microsoft have resolved it with adding a component that works as an add-in on google Chrome that speaks with MSFT .NET framework (‘Native Messaging Host’, as Google Chrome does not facilitate this anymore as standard).

Go to the Chrome Appstore and search for the ClickOnce plugin (shown below), once installed you will be able to run the Designer from Chrome:

After install: