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Previous Chapter

Mastering Microsoft Dynamics AX 2012 R3 Programming

Table of Contents

Mastering Microsoft Dynamics AX 2012 R3 Programming

Credits

About the Authors

About the Reviewers

www.PacktPub.com

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Why subscribe?

Free access for Packt account holders

Instant updates on new Packt books

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Downloading the color images of this book

Errata

Piracy

Questions

1. Preparing Our Solution

The technical architecture of a solution

Data structures

The user interface

Application logic

Minimizing the footprint of changes

Where to make the change

The use of field groups

Eventing

Event subscription

Delegates

Extending a class

Table-level form events

Selecting the appropriate layer for our solution

Configuring source control

Configuring AX to use MorphX VCS

Configuring AX to use Team Foundation Services

Using Visual Studio Online with AX CU7 or prior

Creating a new TFS project using Visual Studio Online

Configuring AX version control parameters to connect to TFS

Troubleshooting

Creating the models

ISV models

VAR models

Customer or end user models

Creating the models

Creating a label file

Creating a project

Setting up the default project and model

Designing the technical solution

Data structure design considerations

Extended data types

Base enums – enumerated types

Tables

Views

Maps

Classes

Forms

Designing test plans

Summary

2. Creating Data Structures

Designing the data structures for our solution

Creating labels

Creating the setup tables

Creating the vehicle group table

Creating extended data types

Creating the table

Adding fields to the table

Creating field groups

Creating indexes

Adding the find and exist methods

Completing the primary key EDT

More on indexes

Creating the vehicle service schedule table

Creating enumerated types

Creating the vehicle table

Creating the enumerated types for the vehicle table

Creating the table that supports inheritance

Completing the table relations

Completing the vehicle table

Creating the inherited tables

More on the InstanceRelationType property

Creating the vehicle service data table

Referential integrity – delete actions and validation

How this works

Summary

3. Creating the User Interface

Creating a menu structure

Customizing an existing menu

Understanding the patterns used in interface design

Form structure

Creating setup forms

The vehicle group form

Creating the menu item

The vehicle service data form

Creating the vehicle list page

Creating the Details form

Creating the list page interaction class

Creating the base query for the list page

Creating the list page

Investigating form events

Taking more control over the form layout

Creating the vehicle create form with the handler class

Summary

4. Creating Business Logic and Hooking into Core AX

Moving table validation and logic into a class

Implementing the pattern

Adding validation logic

Adding business logic

Checking whether the record has a service schedule

Getting the service schedule record

Creating the NextServiceDate and NextServiceOdo methods

Testing

Adding navigation

Adding the ability to create a service record for a vehicle

Initializing the service record from the vehicle record

Creating the initFrom method

Modifying the form handler to store a vehicle record

Modifying the service details form to detect whether it was called with a vehicle

Modifying the form handler to initialize from the vehicle

Viewing vehicle service records for a vehicle

Number sequences

Defining a number sequence

Configuring the table to automatically apply the number sequence

Hooking into standard AX logic using event handling

Associating the appointment with a vehicle

Adding custom fields to the appointment table

Creating a class to handle the modifiedField event

Creating the event handler method

Adding a subscription to TMSAppointmentTable.modifiedField

What happens when the code executes

Creating a delegate for use by other parties

Summary

5. Adding Business Intelligence

What are parts?

Creating info parts to show key business data

Creating a query for the part

Creating the info part

Creating the part's menu item

Adding the info part to the All loads list page

Completing the info part

Creating a form part

Creating the form for the form part

Creating the form part reference

Creating the menu item and associating it with the vehicle table

Creating cues and cue groups

Creating the service history cue

Creating a Preview part for the cue

Creating an appointment cue

Using form parts on a form

Creating a view to aggregate the data for the form part

Creating a query for the view

Creating the view using the query as a data source

Creating the query for the form part

Creating the form for our form part

More on queries and forms

Creating links between forms programmatically

Summary

6. Extending the Solution

Adding secondary list pages

Adding a list page for active vehicles

Adding a list page for inactive vehicles

Using menu items to change the vehicle status

Creating the data contract class

Creating the class to process the update

Database transactions

Adding further validation to the status change

Hooking up the code with the interface

Creating the menu item handler class

Creating the menu items

Adding the menu items to the list page

Adding a drop dialog to change vehicle group

Creating a drop dialog form

Exposing the vehicle group logic as a custom web service

Creating the service class and service

Creating the Visual Studio test project

Creating a service method to change the vehicle group

Getting information from the infoLog object

Creating the updateVehicleGroup service method

Updating the Visual Studio service test project

Creating a service method to return a list of vehicle groups

Creating a utility method to convert an AifQueryCriteria object to a Query object

Creating a vehicle group data contract

Creating the service method

Using the new service within the Visual Studio test project

Summary

7. Designing Your Security Model

Setting up license and configuration keys

Legacy security features

Designing the security structure

Impact on licensing

Designing the security structure

Creating privileges

How privileges affect security and user experience

Hiding buttons that the user has no access to

Refining access to the data

Providing access to services

Server methods

Creating duties

Creating roles

Testing the security roles

The relationship between client security tools and the AOT

Providing access to server methods – code permissions

Code access permissions for a privilege

Creating a code permission

Designing and creating process cycles

Restricting access to data using policies

Summary

8. Customizing Standard AX

Key goals when customizing standard or third-party code

How to determine where to make the change

Cross-reference data

Cross reference – Used by

Keeping the cross-reference data up to date

Cross reference – Using

Type hierarchy

Adding fields to tables

Field groups

Integrating a custom module with standard AX

Adding the vendor ID reference to the vehicle table

Marking a vendor as a vehicle service provider

Reference group controls

Creating a custom lookup for reference group controls

Creating a custom lookup for standard fields

Adding a method to state whether this is a vehicle service provider or not

Using event handlers to reduce footprint on standard AX

Using an extension table for additional fields

Changing the behavior of a class

Extending a framework – vendor electronic payments

Summary

9. Advanced Features and Frameworks

Adding custom filters to list pages

Advanced methods of adding ranges to list pages

Using the SysOperation framework

Using the SysOperation framework execution modes

Executing code asynchronously

Executing code using the batch framework

Last value and usage data

Handling the result of a task processed asynchronously

References

Customizing the user interface displayed by the SysOperation framework

Tracking progress of scheduled tasks

Understanding the global address book

Electronic addresses

Postal addresses

Creating addresses programmatically

Accessing the financial dimension framework

References

Summary

10. Advanced Development Techniques

Making data date-effective

Utilizing metadata within AX

Accessing the data model using metadata

Accessing code using metadata

Making your code extendable with metadata

Interfaces

Sample solution using metadata

The design

Creating a utility class

Creating the interface class

Creating the user interface

Creating the form control definition contract class

Creating the form builder class

Updating the vehicle table form

Taking this further

Exception handling

Handling general exceptions

Handling CLR exceptions

Handling table update exceptions

Controlling how and where code is executed

Constructing code on a specific tier

Passing data between client and server

Serializing classes using the SysPackable interface

Executing code in CIL

Code access permissions

File I/O permission

The CLR interop permission

More on views – computed columns

How SQL Server executes views

Adding a computed column

A note on performance of computed columns

Creating a computed column – concatenating two fields

Creating a computed column – return data from related tables

Other useful functions

Common misconceptions

Summary

11. Unit and Performance Testing

Unit testing

Code review

Test-driven development

Using the debugger

Automated unit testing

Creating automated unit test cases

Creating the unit test project

Creating a unit test case

Running the unit test case

Creating unit tests with data isolation

Setup and teardown of test data

Reviewing the results of the unit test

Code and database performance testing through code profiling

Interpreting the results

Enabling SQL execution plans

Investigating the performance of views

References

Summary

A. Efficient Design and Development with Microsoft Dynamics AX

The technical overview of Dynamics AX

The model store database

The compiler and CIL

Layers and models

Layers

Models

The MorphX IDE

AOT

Saving your work

The Projects window

The options for source control

General development practices

Naming

Commenting

Editor scripts

Patterns and frameworks

Patterns

Frameworks

B. Using Version Control

When to add to version control

Working with version control

Adding a model to version control

Managing AOT elements with version control

Version control options

Changes

Pending Objects

Synchronise

Synchronisation log

TFS interaction with models and layers

Designing a deployment procedure

Building the solution

Label files

C. Code Editor Scripts

Editor scripts

Code snippet – code commenting

Code snippet – the find method

Index

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