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How to customize electronic reporting in D365

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1. Overview This  Article  provides an overview of how to customize electronic reporting (ER) from scratch. 2. Basic customize.      2.1 Custom reporting configurations  Overview configurations Data Model Data Mapping configurations Format      2.2 Data Contract Extends ERFormatMappingRunBaseContract Specifies the data contract that should be used to run the configured ER format.      2.3 UI builder class Extends SysOperationAutomaticUIBuilder The provided code looks up only ER formats that contain a data source of the Data model type that refers to the data model by using the Root definition. Notes: ERCustomerModel = name of the data model. ERCustomerDataContainer = name of definition in Model to data source mapping (in image 2)      2.4 Data provider class           Used to run the configured ER format.      2.5 Report service class Extends SysOperationServiceBase Ca...

Customize the standard excel template in D365FO

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1. Create extensions for data entities: LedgerJournalLineEntity and LedgerJournalHeaderEntity. 2. Create extensions for the staging table: LedgerJournalLineCDSStaging, LedgerJournalHeaderCDSStaging 3. If you want to add dimensions to Excel templates In Microsoft Visual Studio, click Dynamics 365 > Addins > Add financial dimensions for Odata. Type the name of the Financial dimension in the Dimension Name column. This should be the exact name of the financial dimension. Select the Model that has your extensions. It should be above the AppSuite layer. Click Apply Add 2 extensions, DataEntity into the project: DimensionSetEntity.DimensionIntegration, DimensionCombinationEntity.DimensionIntegration.   You must keep the extension name "DimensionIntegration" for the project to work properly. 4. Build and synchronize the project. 5. Open the standard Excel template, make modifications, and save it in a local path.  In our example, for the General Ledger Journal Excel template (...

Batch parallelism or multithreading in Dynamics 365 for Finance and Operations

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1. Create a contract class to define the container of the item  Notes: Do not use a list. It may cause the error: “no metadata class defined for data contract object” when the function’s running. Code: [DataContractAttribute] public class ABC_MaterialBalanceContract {        container conItem;      [DataMemberAttribute, SysOperationControlVisibilityAttribute(false)]      public container parmConItem(container _conItem = conItem)      {              conItem = _conItem;                return conItem;      } }    2. Create a service class to process extends SysOperationServiceBase    3. Create a controller class to call the service class (step 2) extends SysOperationServiceController   Code: class ABC_MaterialbalanceController extends SysOperationServiceController {      protected void new() ...