Assign, Business Central, Deploy, Extension, Package, Permission, XML

Package & Deploy the Extension

This is the Nineth post in the series. If you want to go to previous post click here.

From the series of steps this post is dedicated to Step-8:

As a Eighth Step we will Package & Deploy the Extension to Business Central

Now it’s time to Build and Deploy the Extension, but before that one more step required for creating Permission Set.

I have made some modification to the file generated in above process. Below is the complete file.

Sample Permission Set

<?xml version="1.0" encoding="utf-8"?>
<PermissionSets>
  <PermissionSet RoleID="BC_DV_DEMO" RoleName="BC_DV_Demo">
    <Permission>
      <ObjectID>50120</ObjectID>
      <ObjectType>0</ObjectType>
      <ReadPermission>1</ReadPermission>
      <InsertPermission>1</InsertPermission>
      <ModifyPermission>1</ModifyPermission>
      <DeletePermission>1</DeletePermission>
      <ExecutePermission>0</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50120</ObjectID>
      <ObjectType>1</ObjectType>
      <ReadPermission>0</ReadPermission>
      <InsertPermission>0</InsertPermission>
      <ModifyPermission>0</ModifyPermission>
      <DeletePermission>0</DeletePermission>
      <ExecutePermission>1</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50126</ObjectID>
      <ObjectType>0</ObjectType>
      <ReadPermission>1</ReadPermission>
      <InsertPermission>1</InsertPermission>
      <ModifyPermission>1</ModifyPermission>
      <DeletePermission>1</DeletePermission>
      <ExecutePermission>0</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50126</ObjectID>
      <ObjectType>1</ObjectType>
      <ReadPermission>0</ReadPermission>
      <InsertPermission>0</InsertPermission>
      <ModifyPermission>0</ModifyPermission>
      <DeletePermission>0</DeletePermission>
      <ExecutePermission>1</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50121</ObjectID>
      <ObjectType>8</ObjectType>
      <ReadPermission>0</ReadPermission>
      <InsertPermission>0</InsertPermission>
      <ModifyPermission>0</ModifyPermission>
      <DeletePermission>0</DeletePermission>
      <ExecutePermission>1</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50120</ObjectID>
      <ObjectType>8</ObjectType>
      <ReadPermission>0</ReadPermission>
      <InsertPermission>0</InsertPermission>
      <ModifyPermission>0</ModifyPermission>
      <DeletePermission>0</DeletePermission>
      <ExecutePermission>1</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50122</ObjectID>
      <ObjectType>8</ObjectType>
      <ReadPermission>0</ReadPermission>
      <InsertPermission>0</InsertPermission>
      <ModifyPermission>0</ModifyPermission>
      <DeletePermission>0</DeletePermission>
      <ExecutePermission>1</ExecutePermission>
      <SecurityFilter />
    </Permission>
    <Permission>
      <ObjectID>50120</ObjectID>
      <ObjectType>5</ObjectType>
      <ReadPermission>0</ReadPermission>
      <InsertPermission>0</InsertPermission>
      <ModifyPermission>0</ModifyPermission>
      <DeletePermission>0</DeletePermission>
      <ExecutePermission>1</ExecutePermission>
      <SecurityFilter />
    </Permission>
  </PermissionSet>
</PermissionSets>

Build the Package & Deploy.

Permission Set will also get deployed along with Extension.

You can Assign this Permission Set to respective Users.

Now you are good to proceed with Next Step.

You can jump to Next Step from here.

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AL, BC14, BC15, BC16, BC17, Business Central, Codeunit, Development Tips, Enum, Extension, How To, Install, JSON, SOAP, Tip & Tricks, V1, V2, Visual Studio Code, Wave 1, Wave 2, Web Client, Web Services, XML

Update Tracking Line, Post Shipment using Web Services in Business Central

Hi, today I will discuss Web Service with below requirement. You can check other earlier post on this topic using search on right side of this blog page.

I got one request on topic from one of my customer cum blog follower, case study is as follows:

a) Will update Qty to Ship on document using Web Service from other application

b) Update Tracking Line for the Shipment using Web Service from other application

c) Post the Shipment using Web Service from other application

To get this we will create an Extension using VS Code which will have:

a) Codeunit with some functions which will be called using Web Service

b) A XML file to automatically expose above codeunit upon publishing this extension

Let us start how to achieve above requirement:

I have created this in BC16, will be same for other versions too.

Creating a AL Project:

Update your app.json & launch.json as per your environment, authentication, dependencies, port etc.

Creating a Codeunit: (TrackingCodeWS.al)

This function will be used to update “Qty. to Ship” on Sales Line

InitLot function as name suggests.

GetNextEntryNo function as name suggests.

It will depend on how you design your codeunit, you may require or not depends on logic how you use them.

AssignLotSalesLine is function which fills the lot details to temp Reservation Entry Table.

CreateReservationEntrySalesLine is the main function which actually makes your Tracking Lines and assign to Sales Line as per information filled in TempReservationEntry table in above function.

PostSalesOrder function is used for posting your Shipment.

Creating XML file to Publish Web Service

This XML file will ensure publishing of Web Service on Install of the Extension. You can directly make entry to Web Service table but benefit of using XML is when to Uninstall your extension the Web Service too will be removed, else if entry made to table you will have to take care to same yourself.

After Install of Extension, your Web Service is automatically Published.

Consume Web Service from Visual Studio

Below is the C# code to consume Web Service created above, you can modify code as per your requirement.

In above code we added Service Reference to Web Service and called functions created in Codeunit.

You can see earlier posts for step wise instruction how to add Web Reference to the Web Service in Visual Studio.

UpdateQtyToShipSalesLine:

Here “1” is used for Document Type = Order,”1008″ is my order no, 10000 is the Line No., 2 is the Quantity to Ship.

AssignLotSalesLine:

“L0001” & “L0002” is my Lot No, Serial No. is blank in this case, 1 is the Quantity, last three parameter is same as in above function call.

PostSalesOrder:

First 2 Parameter is same as above function call Document Type & Order No, third parameter is Ship = TRUE, Fourth Parameter is Invoice = FALSE.

Conclusion

This post gives you overall Idea how you can use Web Service to handle Sales Document from Web Service, you can make required modification to achieve exactly as per your requirement.

AtomPub, Business Central, EDMX, How To, Information, JSON, OData, REST, RPC, Smtp, SOAP, Tip & Tricks, Web Client, Web Services, WSDL, XML

Web Services – Business Central Part- 2

Today in this post we will continue from where we left our previous post, if you missed or wish to have a look you can find her in this link.

Web Services – Business Central Part- 1

We saw in our previous post, you expose an OData service that can be accessed from a URL by using a web browser or any other HTTP client.

You need the URL of the OData page or query web service

https://server:webserviceport/serverinstance/oData/web service”

If you use the attribute ?$format=atom you will get an AtomPub document

https://KSD-DESKTOP:7748/BC130/OData/Customers?$format=atom

If you use the attribute ?$format=json you will get an JSON document

https://KSD-DESKTOP:7748/BC130/OData/Customers?$format=json

You can obtain service metadata documents for either page or query web services.

https://ksd-desktop:7748/BC130/OData/$metadata

SOAP Web Services

If your client requests another transport protocol than HTTP or HTTPS, then you can use SOAP as it also supports, for example, SMTP.

Microsoft is heavily investing in REST and OData, and certainly with the online apps like Power BI, PowerApps, and others.  So at this point SOAP isn’t the primary choice for web services anymore.

We can find the available SOAP web services at the same page where we define the OData web services.

If we go to the search box and then search for web services, This page is used to enable access to OData and SOAP web services.

ws-001

We could enable OData web services only with the object types of query and pages, and for SOAP web services, we can only enable it for pages and codeunits and not for queries.

For example soap url for my Customers Service will be as below:

https://KSD-DESKTOP:7747/BC130/WS/CRONUS%20International%20Ltd./Page/Customers

You can find some post related to consuming web service and working with web service for older versions but it can be used with business central too.

Exposing & Consuming the Web service from & inside Navision – Part-1

Exposing & Consuming the Web service from & inside Navision – Part-2

Exposing & Consuming the Web service from & inside Navision – Part-3

Exposing & Consuming the Web service from & inside Navision – Part-4

When you are exposing your object for web service, ensure that you use GUIAllowed function to supress the UI. Encapsulate the code that could cause in error, not your entire code.

Also the exceptions must be handled in order to facilitate that your web service don’t end the execution unexpectedly.

You must check with the GuiAllowed function when you are using one of the following dialog functions:

Close, Confirm, Error, Open, StrMenu, Update

The Message function is the only dialog function that doesn’t cause an exception.

Other keywords that you shouldn’t use are:

Page.Run, Page.RunModal, Activate, Report.Run, Report.RunModal, Hyperlink, File.Upload, File.Download

Hope you got some insight on Web Services.

I will come up with more features in other posts, till then keep exploring and learning, and take care of yourself.

API, AtomPub, Business Central, Development Tips, Dynamics 365, EDMX, How To, Information, JSON, OData, REST, RPC, SOAP, Tip & Tricks, Web Services, WSDL, XML

Web Services – Business Central Part- 1

You can use web services in Microsoft Dynamics 365 Business Central to expose data to the outside world.

You can use web services to get data from Microsoft Dynamics 365 Business Central and use it in other applications.

Any application, programing language or program that can work with XML and/or JSON for example: – Power BI, Microsoft PowerApps, a custom .NET program, etc. can connect to Microsoft Dynamics 365 Business Central fetch the available data.

A web service can also be used to create new or update existing data in the application.

Both XML (Extensible Markup Language) and JSON (JavaScript Object Notation) are open-standard file formats that are readable by humans. They are used to send information between clients over web services.

In this post we will discuss some terminology and differences between SOAP and OData. We will also learn on how to configure these services in Microsoft Dynamics 365 Business Central.

SOAP relies on HTTP(S), SMTP, FTP for message negotiation and transmission.

The most common type of messaging pattern in SOAP is the Remote Procedure Call (RPC), where one network node (the client) sends a request message to another node (the server), and the server sends a response message to the client. It uses SOAP envelope, which defines the message structure and how to process it.

A SOAP service exposes a WSDL (Web Services Description Language) file that describes how the service can be called, what parameters it expects and what data structure it returns. This file is an XML based document, and is targeted to be read by machines, not by humans.

OData (Open Data Protocol) is an open protocol that is designed to use and query RESTful APIs. An API (Application Programming Interface) is a set of routines and protocols that is used to communicate between different software components.

OData is built upon REST services and can be used to query REST services. By providing extra query parameters to a URL, you can for example limit or filter the result set.

SOAP exposes a WSDL document, OData exposes an EDMX document, which contains metadata for all the published web services.

You can see all the available OData web services by going to the search box and search for web services.  This page is used to enable access to OData and SOAP web services.

ws-001

OData web services can only be used with object types pages and queries, not with codeunits.  There are two versions of OData you can use, version 3 and version 4.  Version 4 is an enhanced version, and important to know is that version 4 returns JSON where version 3 returns AtomPub documents which are XML documents.

From this window you can add new or manage existing Web Services.

It is simple 2 Step task Add new object give service name and enable Publish checkbox. You will get your OData and/or SOAP URL.

For example: – object type page can be used in OData and in SOAP web services.

Let us explore the Web-Service Urls. For test purpose, I have created a Service with the name Customers for Page Customer Card.

https://ksd-Desktop:7748/BC130/ODataV4/Company(‘CRONUS%20International%20Ltd.&#8217;)/Customers

When we open, for example, our Customers web service, we can have a look at the URL.

First we have our server name and the port it’s using.  “https://ksd-Desktop:7748”

Then we have our instance name, which in our case is BC130.

Then our OData version, so version 4.  “ODataV4”

And then our company name, “Cronus International Ltd”.

And then finally our web service name, which is, in our case, “Customers”.

Let’s try this url, when we execute this url in our browser we get json file listing customers similar to below:

WS-003.jpg

Here etag is the unique identifier of each records, it will be required when you update records, will discuss later.

If I remove my service name then:

https://ksd-desktop:7748/BC130/ODataV4/Company(‘CRONUS%20International%20Ltd.&#8217;)

{“@odata.context”:”https://ksd-desktop:7748/BC130/ODataV4/$metadata#Company/$entity&#8221;,”Name”:”CRONUS International Ltd.”,”Evaluation_Company”:false,”Display_Name”:”CRONUS International Ltd.”,”Id”:”ab76c7b4-3c72-4805-86f7-7d91a10612ce”,”Business_Profile_Id”:””}

If I remove my Company Name then:

https://ksd-desktop:7748/BC130/ODataV4/

WS-004.jpg

If I open the metadata url

https://ksd-desktop:7748/BC130/ODataV4/$metadata

You will get EDMX file which shows metadata about the information in the OData web service.

ws-002

You can see some properties with our data types.  For example, if we scroll down, if we go to Customers, we have our entity type Customers, we can see some properties which our data types and max lengths.  We can also see what properties are primary key.  So this is number and so on.  So all useful information when you’re creating applications that use these OData web services.

Filtering the OData

You can set filter expression to the url few examples as below:

We will use the filter option top for limiting the result to top 5 records of customer.

After our service name, we type question mark, then the dollar sign, and then the word top equals 5.

For example :

https://ksd-desktop:7748/BC130/ODataV4/Company(‘CRONUS%20International%20Ltd.&#8217;)/Customers?$top=5

Now the query will result in only first 5 records for customer.

If we want to see next 5 records then we can append &$skip=5 on above url

https://ksd-desktop:7748/BC130/ODataV4/Company(‘CRONUS%20International%20Ltd.&#8217;)/Customers?$top=5&$skip=5

If you want to see specific customer you can modify url as:

https://ksd-desktop:7748/BC130/ODataV4/Company(‘CRONUS%20International%20Ltd.&#8217;)/Customers(‘10000’)

Please refer to EDMX file to find correct name of the fields if wants to filter on specific fields.

https://ksd-desktop:7748/BC130/ODataV4/Company(‘CRONUS%20International%20Ltd.&#8217;)/Customers(‘10000’)?$select=Name

You will get the result as below for above url query

“@odata.context”:”https://ksd-desktop:7748/BC130/ODataV4/$metadata#Company(‘CRONUS%20International%20Ltd.&#8217;)/Customers/$entity”,”@odata.etag”:”W/\”JzQ0O044eFNmcWdXV0NpYlhTZDhUdTlrdytZUmdQbWRkL2U4TzZ4UEsxNGtod0

E9MTswMDsn\””,”Name”:”The Cannon Group PLC”}

You can add other fields too by appending the url with ‘,’

Customers(‘10000’)?$select=Name,City,Address……………

As told earlier please refer to EDMX file for correct Fields Name or Property it is case sensitive.

You can remove the Primary Key from the url to get list of selected fields for all customers.

Customers?$select=Name,City,Address……………

https://ksd-desktop:7748/BC130/ODataV4/Company(‘CRONUS%20International%20Ltd.&#8217;)/Customers?$orderby=City&$select=Name,City,Address

You can use orderby to sort the data from other than Primary key, by default it is sorted by Primary Key.

You can use desc for descending sort.

https://ksd-desktop:7748/BC130/ODataV4/Company(‘CRONUS%20International%20Ltd.&#8217;)/Customers?$orderby=City desc&$select=Name,City,Address

You can use filter to filter specific field values as:

https://ksd-desktop:7748/BC130/ODataV4/Company(‘CRONUS%20International%20Ltd.&#8217;)/Customers?$filter=City eq ‘Zutphen’ or City eq ‘Atlanta’&$select=Name,City,Address

you will get output as:

WS-005.jpg

You can use expressions like [filter=Balance_LCY gt 0] or [filter=Location_Filter eq ‘BLUE’] etc.

I stop here for today. We have seen how the Web Services OData can be used to query records.

We will discuss about other stuffs in our next post in more details.

Till then keep exploring and learning, see you in next post. Take Care of yourself.

 

Report

Add Fields from a Report Dataset to a Word Report Layout

A report dataset can consist of fields that display labels, data, and images. This topic describes procedure for adding fields of a report dataset to an existing Word layout of a report. You add fields by using the Word custom XML part for the report and adding content controls that map to the fields of the report dataset.

To display the Custom XML part for the Report in Word

  1. Open the Word report layout document in Word for editing.
  2. Show the Developer tab in the ribbon of Word.

By default, the Developer tab is not shown in the ribbon.

  1. On the Developer tab, choose XML Mapping Pane.
  2. In the XML Mapping pane, in the Custom XML Part list, choose the XML part for Microsoft Dynamics NAV report. The name of the XML part has the following format:

urn:microsoft-dynamics-nav/reports/report_name/ID

report_name is the name that is assigned to the report as specified by the report’s Name Property.

ID is the identification number of the report.
XMLDataSet
After you select the XML part, the XML Mapping pane displays the labels and field controls that are available for the report.

To add a label or data field

  1. Place your pointer in the document where you want to add the control.
  2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

AddDataField

Note

You cannot add a field by manually typing the dataset field name in the content control. You must use the XML Mapping pane to map the fields.

To add repeating rows of data fields to create a list

  1. If not already existing, add a table row that includes a column for each field that you want repeated.

This row will act as a placeholder for the repeating fields.

  1. Select the whole row.
  2. In the XML Mapping pane, right-click the control that corresponds to the report data item that contains the fields that you want repeated, choose Insert Content Control, and then choose Repeating.

AddRepeatingField

  1. Add the repeating fields to the row as follows:
    1. Place your pointer in a column.
    2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

InsertContentField

  1. For each field, repeat steps a and b.