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Dynamics AX | InfoPathCREATING DATA ENTRY FORMS WITHINFOPATH                         InfoPath is a great tool available in...
Customer CreditServiceThanks to my new friend at Microsoft – Ryan Kaul, Iborrowed a simple service for updating customer c...
Deploying ServiceTo AXFrom that service you can easily add it to a Service Groupand then deploy it to Dynamics so that you...
Using the WebService in InfoPathNow from within InfoPath, you can create a new InfoPathform that uses the Web Service as a...
Using the WebService in InfoPathYou can either use the services to receive or submit data.                                ...
Using the WebService in InfoPathCopy the WSDL definition from the AX service that youcreated.                             ...
Using the WebService in InfoPathAnd then paste it into the WSDL definition in InfoPath.                                   ...
Using the WebService in InfoPathUnfortunately the web service definition is in a formatthat InfoPath is not able to parse....
Create a WebService WrapperA simple way around this is to create a Web Servicewrapper that InfoPath is able to parse. To d...
Create a WebService WrapperOnce you have the shell of the web service, you canimport the Dynamics AX web service as a refe...
Create a WebService WrapperVisual Studio is able to parse out the Web Service WSDLand will show you the methods that are p...
Create a WebService WrapperNow that the service has been added to your project, youcan treat it like any other method.    ...
Create a WebService WrapperNow we will create two web service methods to call thatmatch the AX services.                  ...
Create a WebService WrapperWithin the services we can now create the companycontext and perform the AX service methods.   ...
Running the WebService WrapperNow we can compile the project.                                  © 2013. All rights reserved.
Running the WebService WrapperWe now have two methods to call.                                   © 2013. All rights reserv...
Running the WebService WrapperIf you want to you can also test the methods here throughthe web service.                   ...
Accessing the NewWSDLAlso, in the service definition, you will be able to find a linkto the new WSDL that InfoPath will us...
Consume the WebService In InfoPathNow if we go back to InfoPath, we can create a newtemplate again that uses the new Web S...
Consume the WebService In InfoPathGive the form the new WSDL for the new Web Servicethat we created.                      ...
Consume the WebService In InfoPathRather than erroring out, InfoPath will now discover theWeb Service methods and allow us...
Consume the WebService In InfoPathAnd we can save away the data connection into the formdefinition.                       ...
Designing YourInfoPath FormInfoPath will now create a blank form for us. Notice on theright hand side, all of the paramete...
Designing YourInfoPath FormThe default template looks a little ugly, so we can create anew form template.                 ...
Designing YourInfoPath FormAnd add some logos and titles.                                 © 2013. All rights reserved.
Designing YourInfoPath FormNow just drag and drop the fields that you want onto theform.                                  ...
Designing YourInfoPath FormSince this is a data entry form we can make the data entryfields bigger.                       ...
Using Your InfoPathFormSo now we can use the form. We’ll update this customerthat has a credit limit of $5,000 to $20,000....
Using Your InfoPathFormIn InfoPath we just give it the Company, Customer, newCredit Limit and press Submit.               ...
Using Your InfoPathFormAlmost magically the credit limit is changed.Very cool.                                            ...
AboutMurray Fife
Creating Dynamics AX Data Entry Forms with InfoPath
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Creating Dynamics AX Data Entry Forms with InfoPath

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InfoPath is a great tool available in the Office Suite that allows you to quickly create form templates for the users to enter data. It also has the option to get and update data through web services. Unfortunately the web services that are created by Dynamics AX are not recognized by InfoPath, making it hard to take advantage of this feature.

In this example we will show how you can easily create a Web Service wrapper around the services provided by Dynamics AX so that you can create data entry forms through InfoPath.

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Transcript of "Creating Dynamics AX Data Entry Forms with InfoPath"

  1. 1. Dynamics AX | InfoPathCREATING DATA ENTRY FORMS WITHINFOPATH InfoPath is a great tool available in the Office Suite that allows you to quickly create form templates for the users to enter data. It also has the option to get and update data through web services. Unfortunately the web services that are created by Dynamics AX are not recognized by InfoPath, making it hard to take advantage of this feature. In this example we will show how you can easily create a Web Service wrapper around the services provided by Dynamics AX so that you can create data entry forms through InfoPath. © 2013. All rights reserved.
  2. 2. Customer CreditServiceThanks to my new friend at Microsoft – Ryan Kaul, Iborrowed a simple service for updating customer creditlimits. © 2013. All rights reserved.
  3. 3. Deploying ServiceTo AXFrom that service you can easily add it to a Service Groupand then deploy it to Dynamics so that you can get aWSDL definition. © 2013. All rights reserved.
  4. 4. Using the WebService in InfoPathNow from within InfoPath, you can create a new InfoPathform that uses the Web Service as a datasource. © 2013. All rights reserved.
  5. 5. Using the WebService in InfoPathYou can either use the services to receive or submit data. © 2013. All rights reserved.
  6. 6. Using the WebService in InfoPathCopy the WSDL definition from the AX service that youcreated. © 2013. All rights reserved.
  7. 7. Using the WebService in InfoPathAnd then paste it into the WSDL definition in InfoPath. © 2013. All rights reserved.
  8. 8. Using the WebService in InfoPathUnfortunately the web service definition is in a formatthat InfoPath is not able to parse. © 2013. All rights reserved.
  9. 9. Create a WebService WrapperA simple way around this is to create a Web Servicewrapper that InfoPath is able to parse. To do this we justcreate a new Web Services project in Visual Studio. © 2013. All rights reserved.
  10. 10. Create a WebService WrapperOnce you have the shell of the web service, you canimport the Dynamics AX web service as a reference. © 2013. All rights reserved.
  11. 11. Create a WebService WrapperVisual Studio is able to parse out the Web Service WSDLand will show you the methods that are published. © 2013. All rights reserved.
  12. 12. Create a WebService WrapperNow that the service has been added to your project, youcan treat it like any other method. © 2013. All rights reserved.
  13. 13. Create a WebService WrapperNow we will create two web service methods to call thatmatch the AX services. © 2013. All rights reserved.
  14. 14. Create a WebService WrapperWithin the services we can now create the companycontext and perform the AX service methods. © 2013. All rights reserved.
  15. 15. Running the WebService WrapperNow we can compile the project. © 2013. All rights reserved.
  16. 16. Running the WebService WrapperWe now have two methods to call. © 2013. All rights reserved.
  17. 17. Running the WebService WrapperIf you want to you can also test the methods here throughthe web service. © 2013. All rights reserved.
  18. 18. Accessing the NewWSDLAlso, in the service definition, you will be able to find a linkto the new WSDL that InfoPath will use. © 2013. All rights reserved.
  19. 19. Consume the WebService In InfoPathNow if we go back to InfoPath, we can create a newtemplate again that uses the new Web Service Wrapper. © 2013. All rights reserved.
  20. 20. Consume the WebService In InfoPathGive the form the new WSDL for the new Web Servicethat we created. © 2013. All rights reserved.
  21. 21. Consume the WebService In InfoPathRather than erroring out, InfoPath will now discover theWeb Service methods and allow us to choose one. © 2013. All rights reserved.
  22. 22. Consume the WebService In InfoPathAnd we can save away the data connection into the formdefinition. © 2013. All rights reserved.
  23. 23. Designing YourInfoPath FormInfoPath will now create a blank form for us. Notice on theright hand side, all of the parameters that we need to passto the web service are already there as fields. © 2013. All rights reserved.
  24. 24. Designing YourInfoPath FormThe default template looks a little ugly, so we can create anew form template. © 2013. All rights reserved.
  25. 25. Designing YourInfoPath FormAnd add some logos and titles. © 2013. All rights reserved.
  26. 26. Designing YourInfoPath FormNow just drag and drop the fields that you want onto theform. © 2013. All rights reserved.
  27. 27. Designing YourInfoPath FormSince this is a data entry form we can make the data entryfields bigger. © 2013. All rights reserved.
  28. 28. Using Your InfoPathFormSo now we can use the form. We’ll update this customerthat has a credit limit of $5,000 to $20,000. © 2013. All rights reserved.
  29. 29. Using Your InfoPathFormIn InfoPath we just give it the Company, Customer, newCredit Limit and press Submit. © 2013. All rights reserved.
  30. 30. Using Your InfoPathFormAlmost magically the credit limit is changed.Very cool. © 2013. All rights reserved.
  31. 31. AboutMurray Fife
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