Wednesday, March 15, 2017

Dynamics 365 for Operations - Determine table/field/datasource name on form and query of data

Things have changed since AX 2012 R3 in regards to navigation. The days of navigating to the AOT from the front end are over. The fluid connection before front and back has been separated, for good reason. But that has created some challenges in the new navigation.

If you see a field in Dynamics 365 for Operations and need to navigate out to it, you can do the process in Figure 1 below. You right click on the field of interest, hover over 'Form information' option, and then click the 'Form Name: ....' option.

You'll see the 'Form name' window appear which contains a wealth of information. It shoudl be fairly similar but you will notice a few additions. In Figure 2 below, you'll see:

  • Control Information
    • Datasource = the name of the datasource (not the table name but generally is. The table name 'should' be fairly similar. You'll want to look for the query statement to confirm)
    • Data field = the name of the datasource field (generally table field name)
  • Form Information
    • Form name = the form that the menu item is tied to
    • Menu item name = the name of the menu item as it is in the AOT
    • Menu item display = the type of the menu item (display/output/action)
  • Query Statement
    • The query for the datasource. This is nice to see on the front end. No need to dig for it in the back end with the QueryBuildDataSource in code. 

Hope this helps!

Figure 1 - Navigation to the form information 

Figure 2 - The information on the form information

Monday, March 6, 2017

Dynamics 365 for Operations Error - 'The user is not associated with a Worker. You need to associate the user with a Worker and then try again'

Hello Blogger, my old friend. 
I've come to post to you again. 
Because of issues softly creeping
Left its chaos while I was sleeping
And the anxiety that was planted in my brain
Still remains
Within the sound of typing...

The issue
I was attempting to create a new catalog in Dynamics 365 for Operations and got the error message 'The user is not associated with a Worker. You need to associate the user with a Worker and then try again' (Figure 1). I had associated my user with a worker identity which is required for the POS activation process but wasn't sure what this was.

The fix
You need to associate a 'person' to your user (Figure 2). So navigate to System Administrator > Users > [your user]. You'll probably notice that the Person field is missing. Enter into your user (as I couldn't edit this from the grid), click 'Edit' in the toolbar. You'll be able to click the drop down of that field and see the users in the system (Figure 3)

I'd recommend that you make this the same user as the one with the associated identity you use in retail.

Hope this helps!!

Figure 1 - The error 'User is not associated...' 

Figure 2 - The missing worker association

Figure 3 - Select the worker