Creating SSRS report using ‘Query’ and ‘Auto Design’

In this example we will create a SSRS report that shows all the records in ‘VendTable’

1. Create a new query.

     a) Create a new query “SSRS_VendTable” in the AOT and add “VendTable” as the data source and rename it to “VendTable_DS”.

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     b) Now set the “Dynamic” property of ‘Fields’ to “Yes” (in order to include all the fields from the table).

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You can manually select the fields from the table “VendTable” and drag and drop them to the data source “VendTable_DS”.

     c) Set the range of the query.

The main purpose of setting a range is to filter the data that is to be displayed on the report. Let set field “AccountNum” as range

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2. Create a new report project: The next step is to create a SSRS report that will use this query to display the records from “VendTable”.

     a) Launch Visual Studio, click on “File” menu and select “New >> Project”. It will open the following dialog box:

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Here select the option “Report Model” under “Microsoft Dynamics AX” and specify the name of the project “SSRS_VendTable” and press “OK”. This will create a new SSRS project.

     b) Add “Report” to the newly created project by referring the screenshot below.

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     c) Add the dataset to the newly added report.

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Rename the dataset to “VendTable”.

     d) Right click on the dataset “VendTable” and select properties.  When you select the property “Query” a dialog box will pop up.

This dialog box will list all the queries in AOT. Select the query “SSRS_VendTable” and click on “Next”.

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The next dialog box will list all the fields in the query “SSRS_VendTable”. Click on “All the fields” and select “OK”. You can manually select the fields that you want to include in this report.

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     e) Add “Design” to the report.

In SSRS reports there are two kinds of designs “Auto Design” and “Precision Design”. We generally use “Precision Design” when the report is complex in nature.

So continuing with our example, simply select the dataset “VendTable” and drag and drop it on the “Design” node, it will create a new “Auto Design”.

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Change the name of the design to “Design”.  Here we need to set an important property Layout Template set it to “ReportLayoutStyleTemplate”.

3. Our report is now complete. In order to view the report right click on report and select “Preview”

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 You will get the following screen:

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In the step “1.c” we specified “AccountNum” as the query range. So click on “Select” and specify the range of the query. Now click on “Report” you will be able to view the report:

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Written By: Shikha Satija (Dynamics AX Team, Cipher Dynamics) 

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Send document in E-mail (GP)

By using this functionality, you can send documents in e-mail. You can send single document or send multiple documents using lists.

You can send documents in e-mail if the following conditions are met:

 Setup Customer Emails

 –          Open Customer Maintenance window (Cards >> Sales >> Customers)

–          Select one customer, click on Address button and select the Address ID.

–          Click Internet Addresses button.

–          Enter e-mail address for this customer/address combination and click Save. 

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 Setup Customer E-mail Options

–          Open Customer Maintenance window (Cards >> Sales >> Customers)

–          Select one customer, click E-mail button.

You can either send documents as attachments or embed documents in the message body. If you send documents as attachments, you can select to send multiple attachments to the customer and set the maximum file size of the document. Mark the documents you want to send in e-mail. You can select a default message ID for each document and select the format that you want to send the document in.

Word templates for Microsoft Dynamics GP must be enabled in the Template Configuration Manager window (Reports >> Template Configuration) before you can send documents as DOCX, PDF, or XPS attachments.

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You also can specify message IDs and the document format to use for the customer. A message ID is a predefined message that you can assign to a document that you want to send in e-mail.

Message Setup window

You can customize your messages by adding fields that are associated with a document type. A message can be personalized to address each customer or vendor by name. You could add the due date for a sales invoice in a message or the PO number for a purchase order.

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 You can send the following documents: 

Purchase Order Receivables Invoice
Vendor Remittance Receivables Return
Sales Quote Receivables Debit Memo
Sales Order Receivables Credit Memo
Sales Fulfillment Order Receivables Finance Charges
Sales Invoice Receivables Service/Repairs
Sales Return Receivables Warranty

 Table Definitions

SY04904 (Email Card Setup) – This table is populated with values from the “Select Document Options” section from the Customer Email options (or) Vendor Email options window.

SY04905 (Email Card Documents) – This table is populated with values from the “Send Forms as E-mail” section from the Customer Email options (or) Vendor Email options window.

SY04910 (Email Details) – This table contains the details of the emails captured at the various transaction levels in the Email Detail Entry window.

Written By: Shyam Nath (Dynamics GP Team, Cipher Dynamics)

Install Data Migration (Import\Export) Framework for Microsoft Dynamics AX

The Microsoft Dynamics AX 2012 Data Import/Export Framework is an extension that helps you export data and import it into Microsoft Dynamics AX. Examples of the data that you can import include master data, open stock, and balances.

Architecture:

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Install DMF step by step:

 1.  Download the installation package from Microsoft Information source\Partner source for the Data Import/Export Framework, DataImportExportFramework.zip, and extract it to a local folder & execute the Set up, right-click Setup.exe, and click Run as administrator.

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 2. The installation process is split into 3 main components :

a)       A component must be installed on a server running MS SQL Integration Services.

b)       A component must be installed on a server running AOT.

c)       A component must be installed on a workstation having the Dynamics AX client

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 3. The wizard, the installer will check if you have the minimal requirement.

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  4. Specify a user account to run the Data Import/Export Framework service. Enter the user account of AOS service.

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 5. Click Next & the following components will be installed

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 6. After all of the components have been installed. Now Import the Model file from a command line using AXUTIL. The modal file is located inside the folder of the client component.

Note that there is a matching folder in “C:\Program Files\ Microsoft Dynamics AX 2012 Data Import Export Framework Client Component” for each supported version of Dynamics AX.

  • AX 2012 -> Folder 2012.
  • AX 2012 Feature Pack -> Folder 2012 FP.
  • AX 2012 R2 -> Folder 2012 R2.

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 For Dynamics AX 2012 R2 execute in command prompt: axutil import /file:”C:\Program Files\Microsoft Dynamics AX 2012 Data Import Export   Framework Client Component\2012 R2\Model\DataImportExportFramework.axmodel”

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 7. After the model files have been imported, Restart the AOS Service

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 8. Start the Dynamics AX Client, a dialog box pops-up “Model store has been modified”, click Compile and synchronize and press OK.

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 9. When the synchronization is completed, click Compile into .Net Framework CIL.

 10. If the dialog box does not open by itself, follow these steps:

    1. a) Compile the application from System administration > Periodic > Compile.

              b) Click System administration > Periodic > Database > SQL administration. On the Table actions menu, click Synchronize database.

 11. Compile into .NET CIL from System administration > Periodic > Compile.

 12. After the model has been compiled into .NET CIL, the Data Import/Export Framework button is added to the navigation pane.

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Written By: Neha Gupta (Dynamics AX Team, Cipher Dynamics)

Creating Setup for Web Application using Install Shield LE

While working on the latest project there was a requirement to build setup for web application. This was quite new and interesting for me .So I am sharing my experience through this article. This article demonstrate steps for creating a setup of a web application using Install Shield LE

Step 1: Add new Project (Setup and Deployment) in existing solution.

                Assign Name and Location and click Ok

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Note: If installShield is not installed in VS then click ok, it will redirect you to the website from where you can install it.

Step 2:  Click on Application Information.

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Specify Company and application details

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Step3: Click on Installation Requirement.

Select Operating system and Application if any required for your Application.

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Step4: Click on Application Files

In InstallShield LE the Installation Architecture feature is not available. 

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Add Project output i.e. Primary output and content files.

Step5: Click On Application registry

Click Yes

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Step6: Click on Installation Interview

Choose option as per your application requirement

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Step 7: Create Website in IIS

Here we need to create a website with a configuration and while the setup runs it will create the website dynamically in IIS.

To create a new website:

  1. Click on the “Configure the Target System in Install Shield”.
  2. Right-click on “Websites” in Internet Information Services and assign a name, as in my case SampleSite.

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  1. In the configuration section there is the option “Home Directory” and in that there is an option Content Source Path “Select “[IISROOTFOLDER]”(Create new folder in IISROOTFOLDER it will create in inetpub\wwwroot folder i.e. Samplesite in my case).

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Step 8: Add Source of website to the setup
now we need to add the source file of the setup. Go to the “Project Assistant” tab then select Application Files”.

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Here we will see that the newly created folder is named SampleSite inside “[IISROOTFOLDER]”.

  1. Click on the “SampleSite” folder and then click on “Add Project Outputs” and select the files as per your requirements.

Important Configuration

  • To see the log file of the installer we set the option to create the MSI logs to “Yes” in:
    1. Organization Your Setup In Install Shield Project
      • General Information >> Create MSI Logs =Yes

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  • In IIS click on APPLICATION POOLS =>DEFAULTAPPPOOL=> => Right click select ADVANCE SETTING=>ENABLE 32-BIT APPLICATION == TRUE

To Create Setup File

To create setup click build from menu and click “Build Solution”.

And you will get the setup file for the application.

Now If you see the setup file folder it will have many more additional Files but if you want to make only Single Setup File then follow the Below steps

Step 1 : Select the Project and click on Build option from VS2012 menu and then select Option Configuration Manager now select Single Image.

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Now build the solution.

Written By: Namita Sethi (Dynamics CRM Team, Cipher Dynamics)

What’s New in Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM 2013 is a sensation!! Previously condemned ‘ORION’ the upgrade is titled Microsoft Dynamics CRM 2013. There are many new enhancements that will improve user experience and clarify business processes. CRM 2013 also improves usability across multiple browsers. Here are some new features.

1.      Command Bar

The left navigation used in previous version is replaced by the user-friendly Command Bar. Each command option features a down arrow indicating there is a menu below it.

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The Command Bar drops down from top when you run your mouse over it.

2.      New User Experience

With an intuitive, less cluttered interface, you will notice the absence of pop-up windows. To navigate away from a page, hence, you do not “Close” the record, but select from the top navigation where you want to go.

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3. Process Agility

Dynamics CRM 2013 gives user visual guidance to navigate processes that makes workflow more prescriptive and easier to follow. In a significant departure from CRM 2011, a new process bar prompts user to follow next action steps in line with your mapped workflow to progress leads, opportunities, services cases and other tasks.

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4. Store Images In CRM 2013

Images can now be associated with all custom entities and some of the OOB, but with a catch-you still have only one image associated per record. This still serves the purpose in most cases where you want to store the contact or product image along with the record.

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5. Quick Create Form

The Quick Create form makes it easier to create an entity record just by filling in key information. By default you will get quick forms in some of the entities like account, contact, lead, opportunity etc.

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6. Portable Business Logic

Completely new to CRM 2013, Portable Business Logic is a wizard that allows you to create logical functions on the form including hiding and showing fields, enabling or disabling fields, setting requirement level. This new feature basically replaces some of the JavaScript needed in previous versions.

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7. Quick View Forms

With Quick View Forms, you can create a form on one entity and use it in another entity. Most of the fields will be read only. In the image below, a Quick View form has been added to Opportunity showing contact information for primary Contact. Therefore, user can quickly call or email the contact without leaving opportunity.

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8. Simplified Navigation

Rather than using a ribbon displaying every option to user, the navigation is streamlined to a few commands. The user can select the eclipses to find relevant commands for the records in context.

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9. Different Categories Of Processes

In CRM 2013, there are four types of processes that you can utilize.

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10. Auto-Save

Microsoft Dynamics CRM 2013 has the ability to auto save a record as you edit them. CRM saves a record every 30 seconds, and when you leave the record, it is auto-saved. This feature can be disabled from Settings.

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 Written By: Akanksha Wadhwa (Dynamics CRM Team, Cipher Dynamics)

Microsoft MVP Award 2013

HIMBAP

mvplogoI am pleased to announce that fourth year in a row I have been awarded  Microsoft MVP for Dynamics CRM.

Thanks to Microsoft, Dynamics CRM community members and my MVP program manager Biplab Paul and MVP program lead Tanmay Kapoor.

Special thanks to my family member and my community friends for their continuous support. A big thanks to my blog reader, I will keep contributing to the community and will share my knowledge as much as possible.

Thank you all once again !!!

 

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