Dynamics 365; Hello CDM

The Common Data Model was today as promised made available in preview through PowerApps, and gave us insight on how it works. You need to take a log at the following blog posts. Your entry point for starting to explore CDM is http://powerapps.microsoft.com

Let’s jump past
all introductions take a small look at the products made available the sample demo data when the CDM database is created. After the sample CDM database is created you will have access to the entities here

Then find the entity named Product. Then click on the “Open in Excel

After logging in I start to see some similarities to what we have in the new Dynamics AX. It’s the same excel app on the right side.

It is even the Contoso data, and as highlighted here I’m showing the item 1000 – the good old Surface Pro 128 Gb J


Now start your journey into the CDM. It will be the backbone and foundation of our entire Dynamics 365 stack.



Dynamics 365, PowerApps, Flow and Common Data Model

This summer at WPC Microsoft unveiled the Dynamics cloud strategy by explaining their new initiative named Dynamics 365. Let me say it very short; IT ROCKS !

A good Q&A blog explaining it is this blog post from James Crowter. The essence is that the Dynamics 365 will be available in 2 editions; Business (cloud based NAV-edition) and Enterprise (new Dynamics AX, aka AX’7′). In addition, Microsoft have also launched the AppSource that can help finding the right business apps available from other ISV/VAR’s. This is a great offer to customers, where 3rd party apps and extensions can be previewed.

As the new name implies ‘Dynamics 365’, there will be a tight connection to the Office 365 package. Is there something Microsoft is good at, it is cross-selling and building strong dependency though the entire stack of Microsoft technology. This will further strengthen the offering. Some concerns are that the total offering could be regarded as an increase in costs. Very often we see customers comparing their offer based on the wrong assumptions, and where on-premises offers are compared with cloud and SaaS offerings. This will give the wrong perspective, because often in on-premises solutions don’t include all costs related to implementation and running the systems. What looks as cheap today may in the longer run actually result in higher costs and the build-up of a technological debt. When making the classic tradeoff decisions in technology, make sure you understand the implications.

Dynamics 365 is more than just a rebranding, and the introduction of the new Common Data Model(CDM) is the glue(database) that will stick all pieces/entities together. We can expect that in future, all the components will be working together across the ordinary product lines as we know it today. Customers will download a app, and don’t care if they have a business or enterprise edition of Dynamics.

CDM will over time make sure that Microsoft PowerApps enables users to create applications for Windows, iOS, and Android mobile devices. Using these apps, you can create connections to common SaaS services, including Twitter, Office 365, Dynamics 365, Dropbox, and Excel. Making all kinds of apps will easier, and in many cases not even involve any coding.

My Dynamics friends, please try out the Microsoft PowerApps because this a central element in the future of Dynamics 365, and also check out Microsoft Flow, to understand how the CDM in the future will enable the flow of data and processes between all components in the Dynamics 365 and Office 365 landscape.

Again we have a lot of learning, and I’m amazed how fast the transition to a cloud and mobile first business environment is going. This change will also make ripple effects on the entire ecosystem. New technologies require new organizational approaches and new workforce skills and knowledge. I assume that we again will see consolidations and mergers among the traditional ERP vendors, where the traditional WEB and .NET consultancy is being consolidated under the Dynamics 365 umbrella. We can also assume that smaller ERP vendors are just too small to master all these new technologies, and will slowly fade away. Soon, most of our business processes is handled on your mobile phone, backed by the cloud.

And remember, your best bet is to learn!

How I saved thousands of dollars on my Azure environments!

I just love such headlines, because it instantly attracts attention.

But in this case it is actually true. And Microsoft is even wants us to do this. I want to write how to automatically shut down and start up environments in Azure, so that you are not spending more than needed. This post is for newbies, and experts surely will bombard the comment section with improved suggestions on how to make it even better.

In this example I have 4 environment running in Azure and the machine type I prefer is the D13_v2. This will cost me 3696 USD per month if I just let them stay on for 744 hours per month.

But I only plan to use them 07:00 à 17:00 Monday to Friday. This is 200 hours per month, and then it will just cost 993 USD J A lot of fun can be done with these extra credits.

So what is the next step? The trick is to use the Azure Powershell Runbook. Here is the step-by-step instruction on how to set it up:

1. Log into Azure, and open the Azure automation

2. Add an Automation Account.
    Create a name, like “TurnOffOnVM”.
    Select the subscription, and if a resource group should be created. Also if you want an Azure Run As Account. (I didn’t bother to have that, since I have no important stuff on these environments)

3. Then create an Asset named “automation” for holding credentials, that will run the shutdown/start up scripts. The credentials you are using must have the rights to run scripts and to start/stop VM’s.

4. Let’s create 2 Runbooks, that holds the scripts and schedules for the start and stop scripts.

5. Use the “Powershell Workflow” type


6. Let’s put in the “Start script”. It’s done here


I have removed my VM-names in this example.

If you wonder what your VM name is, it is the computer name, that can be seen here:

Here is a copy-paste version of the Start-up script:

workflow StartVM


    $cred = get-automationpscredential -name “automation”

    add-azureaccount -credential $cred

    select-azuresubscription -subscriptionname “Microsoft Azure Enterprise”


    $VMs = Get-AzureVM


foreach($VM in $VMs)


if ($VM.Name -In “VMName1”, “VMName2”, “VMName3”, “VMName4” )


if ($VM.PowerState -ne “Started”)


     Start-AzureVM -Name $VM.Name -ServiceName $VM.ServiceName -ErrorAction Continue





7. Let’s put in the “Stop script”. It is basically the same procedure as creating the “start script”, so I just add the copy-past version of the script.

workflow StopVM


    $cred = get-automationpscredential -name “automation”

    add-azureaccount -credential $cred

    select-azuresubscription -subscriptionname “Microsoft Azure Enterprise”


    $VMs = Get-AzureVM


    foreach($VM in $VMs)


    if ($VM.Name -In “VMName1”, “VMName2”, “VMName3”, “VMName4” )


        if($vm.Status -eq ‘ReadyRole’)


        Stop-AzureVm -Name $vm.Name -ServiceName $vm.ServiceName -Force







Remember to press the “publish” button the scripts J

8. Let’s create a schedule (one for the Start runbook, and one for the stop runbook)

9. You can now monitor the start/stop scripts:


10. Go party with all the credits you have saved! And if you see me, and use this script, buy me a beer J


Happy DAX’ing J

The most important AX.HELP page

To always keep an eye on what’s happening is important. We see that AX.HELP is growing and becoming the number one center for understanding the new AX. I want to give you the most important page; https://ax.help.dynamics.com/en/wiki/help-get-started/ Read it!

What I did was to setup a RSS feed to get all the news and new articles, and the address is https://ax.help.dynamics.com/en/revisions/

Setting this up in Outlook is easy. Right-click on the RSS Subscription, and add https://ax.help.dynamics.com/en/revisions/

You will then get a RSS message for each new post and article. You will in 5 minutes every day get the overview of what have been published and update. No more slow searching, and you will quickly be the “go-to” expert, that knows it all.

Happy DAX’ing




New Dynamics AX – Pimp up your form-letters with document branding

The New Dynamics AX never stops to surprise me, and every day I find new possibilities and solutions. Microsoft have made available a new set of form letters, like purchase order, sales confirmation, invoice etc, and installing them is optional. What is new is that they are much nice and modern, but they are missing country specific requirements. Microsoft is calling them “Modern reports”, and you can read about them here.

But the main topic of this blog is about how to pimp-up your form letters, with document branding. The following report is the Purchase order in modern design, and where I have added a logo and some colors.

The menu item for controlling this is found under Organization à Setup à Document branding

We have the following menu items;

Document brands, is just the identifier, like company ID etc.

Document images is a container for logoes etc,

The Brand details is where we can override per formletter and design, and select colors, and override addresses and contact information.


I expect Microsoft have much more coming, so stay tuned J

AX RTW My ODATA and JSON journey – Part III

Now the fun begins, and let’s develop! The following post is only meant for hardcore Dynamics AX technical consultants J

In previous posts I wrote about how to access Dynamics AX data and metadata through ODATA and only using an internet Explorer. In these scenario’s we where only fetching data from Dynamics AX. This time, we will use Visual Studio to publish data into Dynamics AX, by accessing the ODATA services. I must let you know, that I consider myself as a newbie to creating C# code, and the following post is only for giving you a directional guide for you to start exploring for yourself.

What you need to make this happen is:

  1. Visual Studio 2015
  2. Administrator access to Azure AD
  3. A deployed New AX on Azure

What I wanted to achieve here, is to be able to add vendors from a C# program. A None-Dynamics AX developer may have no idea of the inner structure of AX, but they can be given access to the metadata. Based on this metadata it should be possible to create CRUD integrations. One issue with Visual Studio is that it is not possible to consume ODATA services directly. So we need to generate a proxy library. The MSDN OData v4 Client Code Generator is the best way of doing this, because it will generate wrapper classes for the data entities. To speed up a bit I found the AX-LAB12, where Microsoft is showing how to import a BOM, here I found the framework that we can use. This AX-LAB12 contains a word document that is good to understanding how to set this up. I’m “stealing” the following 4 first classes from the.

The AuthenticationUtility is the class that makes sure we are authenticated with Azure AD, and that we are logged in with the right user. In this class you can hardcode the user/password and the Tendant and the ActiveDirectoryClientAppId

The next step is to generate the ODataProxy. This is done in the Microsoft.Dynamics.DataEntities project. This basically means creating a bunch of classes that reflects all the metadata. It will give us a class, so that we can assign values to Odata fields and execute methods etc. But first we must specify where all the metadata can be downloaded from. In the picture below, you see that this is just a hardcoded string in the OdataProxyGenerator.tt file.

Then right-click as shown under, and select the “Run Custom Tool”.

This will then download all the metadata from the published data entities in Dynamics AX, and create one class per data entity. It takes a few minutes, and it creates thousands of classes.

Since we want to create vendors, it is interesting to see how the Vendor data entity looks in AX, and how the generated C# proxy class looks like:

As you see, we are consuming the ODATA Data entities into visual studio, that let’s to access fields and methods as we are used to in X++. And this by only generating proxy classes from the Odata metadata.

Then I may start developing against the ODATA proxy classes, and now I see that fields and method lookup, that we are used to in X++ is working. As seen in the following picture, I’m declaring the vendVendorEntity of the type Vendor, that have the same structure as defined in the Data Entity.

My complete code for creating a vendor using ODATA is therefore :

I build and run:

I then check AX to see if the vendor is created:

It works J

Let’s try to see if I change the code, and are selecting a vendor group that does not exists :

It correctly don’t let me create the vendor J

The conclusion:

The ability to create CRUD operations using ODATA, changes the game. External none-Dynamics developers can create apps and integrations through the Odata services, and it regulated through security and validation. They don’t need to know the internal structure of Dynamics, because this is exposed through the metadata service. Dynamics AX is truly a game changer.

Happy DAX’ing J



New Dynamics AX and the Excel Add-on

When using the «Open in Excel»( Dynamics Office Add-in) feature in the New Dynamics AX RTW, you may have some trouble opening it in Excel.

Especially if you have a corporate login, like me. It then seams that the login failed.


Microsoft have upgraded the Dynamics Office Add-in, but on existing demo data (Contoso) may also need to be changed.

Then the connector seams to be working (At least for me)

Also take a look at https://ax.help.dynamics.com/en/wiki/office-integration-troubleshooting/

Happy DAX’ing