Deep links in Workflow Email Notifications in Dynamics 365 for Finance and Operations

When using workflows in Dynamics 365 for Finance and Operations, you can enable email notifications. This means that each time when a workflow notification is sent, an email is delivered as well. Which email and to whom is specified within a particular workflow.

Let’s say that you want to use a deep link within a workflow notification email. Currently, you can achieve that by inserting the %Workflow.Link to web% placeholder in the notification text as shown on the pictures below.

   

We should set up an Email template to be used with the Purchase order confirmation workflow in the following way:

Note that we are using the Improved Email Templates functionality which ships with Docentric AX Free Edition. Learn more about Improved Email Templates >>

Because we used the %Workflow.Link to web% placeholder in the notification message, we will get the proper deep link to the purchase order that needs to be confirmed in the email message as well:

Unfortunately, we will also get the same and not so nice link in the WF confirmation dropdown form:

The %ENTITYURL% deep link enabled in Email templates

To avoid this behavior, we introduced (from the 3.2.7 version on) a new class for placeholders: DocEmailTemplateAdvancedHandlerWFAL, which can be used for workflows and alerts. This new class brings a new placeholder: %ENTITYURL%:

   

Thus, we don’t have to use the %Workflow.Link to web% placeholder in the notification text within the workflow itself anymore, spoiling the look of the confirmation form for Purchase order. We can use the %ENTITYURL% deep link provided in Email templates instead.

Original post: https://ax.docentric.com/deep-links-in-workflow-email-notifications-in-dynamics-365-for-finance-and-operations/

D365FO: How to Export/Import data through Data Management Framework (DIXF, DMF)

Navigate either to the Data management workspace or System administration > Data management

Before you start working with this feature, validate the visibility of the data entities

Click on the Data entities tile

The list of data entities should appear

If this form is empty, click on the Framework parameters tile

Switch to the Entity settings tab and click on the Refresh entity list button

Now you can work with the DIMF functionality

Export data

Click on the Export tile

Set the following values:

Name – the name of the job

Target data format – in which format you’d like to export data.

Select the entity name form drop-down list

Click Add entity button

Click on the Enhanced view to configure additional details.

On this form, the most important fields are:

Sequence: If you have several data entities it will identity the order of the data export / import

Filter: If you want to export only specific set of data, you are able to setup a filter

Map: Source and staging field mappings

Click Export button

Wait until it’s completed

Click Download package to download the exported excel file

Import data

To import exported data, navigate to the import tile

Set the following values:

Name – the name of the job

Source data format – in which format you’d like to import data.

Click Upload button and select the file.

Once you’ve uploaded all data entities, click Import button

Wait until it’s completed

Going forward if you populate the spreadsheets with customer specific data in that format it will import data as well.

Microsoft Dynamics AX 2012 Combine Multiple PDF Files into Single PDF File

public static client Filename makeDocumentCombined(Set _files)  // set of Filename strings
{
    #File
    Filename                            ret             = WinAPI::getTempPath() + "singlefilename" + #pdf;
    SetEnumerator                       se              = _files.getEnumerator();
    System.IO.FileStream                stream          = new System.IO.FileStream(ret, System.IO.FileMode::Create);
    iTextSharp.text.Document            document        = new iTextSharp.text.Document();
    iTextSharp.text.pdf.PdfCopy         copy            = new iTextSharp.text.pdf.PdfCopy(document, stream);
    iTextSharp.text.pdf.PdfReader       reader;
    iTextSharp.text.pdf.PdfImportedPage page;
    int                                 numberOfPages;
    int                                 numberOfPage;
    Filename                            file;

    document.Open();

    while (se.moveNext())
    {
        file = se.current();  // Filename

        reader = new iTextSharp.text.pdf.PdfReader(file);

        numberOfPages = reader.get_NumberOfPages();
        for (numberOfPage = 1; numberOfPage <= numberOfPages; numberOfPage++)
        {
            page = copy.GetImportedPage(reader, numberOfPage);
            copy.AddPage(page);
        }

        copy.FreeReader(reader);

        reader.Close();
        reader = null;
    }

    copy.Flush();
    copy.Close();
    copy.Dispose();
    copy = null;  // dereference

    document.Close();
    document.Dispose();
    document = null;  // dereference

    stream.Close();
    stream.Dispose();
    stream = null;  // dereference

    return ret;  // return Filename string of single PDF file
}

Source: https://community.dynamics.com/ax/b/dynamicsaxexperience/posts/microsoft-dynamics-ax-2012-combine-set-of-pdfs-into-single-pdf

Generate PDF using iTextSharp dll in AX2012

public str createreceipt(TransactionID _transactionId)
        #{
        #    iTextSharp.text.Document        document;
        #    iTextSharp.text.pdf.PdfWriter   pdfwriter;
        #    iTextSharp.text.Paragraph       para;
        #    System.IO.FileStream            fileStream;
        #    str                                           path;
        #    ;
        #
        #    path = strFmt(@"%1\%2.pdf",DocuParameters::find().ArchivePath,_transactionId);
        #    fileStream = new System.IO.FileStream(path,System.IO.FileMode::Create);
        #    document = new iTextSharp.text.Document();
        #    pdfwriter = iTextSharp.text.pdf.PdfWriter::GetInstance(document,fileStream);
        #    document.Open();
        #    para        = new iTextSharp.text.Paragraph("hello world");
        #    document.Add(para);
        #    document.Close();
        #    info(path);
        #    return path;
        #
        #}

Convert Base64(PDF file) to Memory stream in D365FO

System.IO.MemoryStream memoryStream = Binary::constructFromContainer(BinData::loadFromBase64("Base64 Value")).getMemoryStream() as System.IO.MemoryStream;

Customizing default filename when saving SSRS report (Ax 2012)

By default Dynamics Ax comes with a default file name proposal when we save a SSRS report, but this default name is not always usable, in case if we can print the report for each record in a grid with multi select options. In that case Dynamics Ax will propose the same report name for each selected record of the grid. In this example we made a change in the “Send Return Report” (path : Sales and Marketing | Common ” return orders | all return orders -> button ‘Return order’ .

When we have generated the report, we can save the report in divers formats like csv or pdf under the ‘diskette’ icon in the header bar of the report screen.

If we select for example PDF format, we see the default name suggestion, in this example the report name:

We would like to change this. Instead we would like to use the RMA number as RMA number is unique for each report, so that in case of multi select we can distinguish each saved report file . In order to perform this we have to make the following change in the parmReportCaption method of the the reports controller class of the report, which is the ReturnAcknowledgementAndDocController class. In the screenshot below you can see (yellow marked line no 17) the changes we need to made:

When re-open the report and would like to save it we can see the suggested file name is the same as the reports RMA number:

Source: https://dynamicsfox.com/customizing-default-filename-when-saving-ssrs-report-ax-2012/ 

How-to send PDF document to a printer from X++

In AX 2012 it could be done with 2 lines of X++ code:

1 2	#WinAPI WinApi::shellExecute(fileName,'', fileFolder, #ShellExePrint);

Now it’s not that easy. Files are in Azure BLOB storage instead of a folder, printers are in a local network that is not accessible from the cloud and WinApi is deprecated. To print standard reports Document Routing Agent should be installed. We need it to send PDF directly from the system as well.

Let’s say we want to print PDF file saved in document attachments (DocuRef). First, we need to check if a printer selected by a user is active and get printer details:

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SrsReportPrinterContract activePrinterContract = SrsReportRunUtil::getActivePrinter(printerName); if (!activePrinterContract.parmPrinterName()) {     return; }

printerName value should come from somewhere, for example a field on a form. In this case we can use SrsReportRunUtil::lookupPrinters() method to add a lookup with all available printers:

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public static void lookupPrinters(FormStringControl _ctrl) {     SrsReportRunUtil::lookupPrinters(_ctrl); }

Then we need to create print destination settings:

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SRSPrintDestinationSettings srsPrintDestinationSettings = new SRSPrintDestinationSettings(); srsPrintDestinationSettings.printMediumType(SRSPrintMediumType::Printer); srsPrintDestinationSettings.fileFormat(SRSReportFileFormat::PDF); srsPrintDestinationSettings.printerName(activePrinterContract.parmPrinterName()); srsPrintDestinationSettings.printerWhere(activePrinterContract.parmPrinterPath()); srsPrintDestinationSettings.numberOfCopies(1); srsPrintDestinationSettings.collate(false); srsPrintDestinationSettings.printOnBothSides(SRSReportDuplexPrintingSetting::None); srsPrintDestinationSettings.printAllPages(true); srsPrintDestinationSettings.fromPage(0); srsPrintDestinationSettings.toPage(0);

srsPrintDestinationSettings.printerWhere() is important bit here. This parameter accepts path to a printer. It’s possible to install multiple DRA on different servers and path for DRA installed on a print server could be different to path for DRA installed on any other server, so watch for this.

To send document we need to read file into a memory stream:

1 2	container fileCon = DocumentManagement::getAttachmentAsContainer(_docuRef); var stream = Binary::constructFromContainer(fileCon).getMemoryStream();

And create new DocumentContract:

1 2 3 4 5 6 7

DocumentContract documentContract = DocumentContractFactory::Instance.Create(DocumentContractType::Pdf);   documentContract.Name = _docuRef.Name; documentContract.Contents =  stream.ToArray(); documentContract.TargetType = TargetType::Printer; documentContract.Settings = srsPrintDestinationSettings.printerPageSettings(); documentContract.ActivityID = newGuid();

If you send multiple documents ActivityID should be initialized for each document. Don’t forget to add a reference to Microsoft.Dynamics.AX.Framework.DocumentContract:

1	using Microsoft.Dynamics.AX.Framework.DocumentContract;

And finally send the contract to DRA:

1	SrsReportRunPrinter::sendDocumentContractToDocumentRouter(documentContract);

Whole method:

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36

public static void sendToPrinter(DocuRef _docuRef, str _printerName) {     SrsReportPrinterContract activePrinterContract = SrsReportRunUtil::getActivePrinter(_printerName);     if (!activePrinterContract.parmPrinterName())     {         return;     }       SRSPrintDestinationSettings srsPrintDestinationSettings = new SRSPrintDestinationSettings();     srsPrintDestinationSettings.printMediumType(SRSPrintMediumType::Printer);     srsPrintDestinationSettings.fileFormat(SRSReportFileFormat::PDF);     srsPrintDestinationSettings.printerName(activePrinterContract.parmPrinterName());     srsPrintDestinationSettings.printerWhere(activePrinterContract.parmPrinterPath());     srsPrintDestinationSettings.numberOfCopies(1);     srsPrintDestinationSettings.collate(false);     srsPrintDestinationSettings.printOnBothSides(SRSReportDuplexPrintingSetting::None);     srsPrintDestinationSettings.printAllPages(true);     srsPrintDestinationSettings.fromPage(0);     srsPrintDestinationSettings.toPage(0);       container fileCon = DocumentManagement::getAttachmentAsContainer(_docuRef);     if (fileCon)     {         var stream = Binary::constructFromContainer(fileCon).getMemoryStream();         if (stream)         {             DocumentContract documentContract = DocumentContractFactory::Instance.Create(DocumentContractType::Pdf);             documentContract.Name = _docuRef.Name;             documentContract.Contents =  stream.ToArray();             documentContract.TargetType = TargetType::Printer;             documentContract.Settings = srsPrintDestinationSettings.printerPageSettings();             documentContract.ActivityID = newGuid(); SrsReportRunPrinter::sendDocumentContractToDocumentRouter(documentContract);         }     } }

If you want to check documents printed or see if there are any in a queue you can go to Common -> Inquiries -> Document routing status

Source: https://ievgensaxblog.wordpress.com/2018/11/20/msdyn365fo-how-to-send-pdf-document-to-a-printer-from-x/