Thursday, August 10, 2017

Announcement: Plan of record design for InventDim extensibility

As you all hopefully know by now, we are on a journey towards overlayering-free solutions.
One big roadblock on this path was the Inventory dimension concept we have in AX, or, more specifically, providing a way for partners to add new inventory dimensions that would not require overlayering.

Michael has documented the current design we have in mind in a blog post you can read below:

Let me know if you have any questions!

Tuesday, July 18, 2017

Announcement: Extensibility documentation is now available

With the next release of Dynamics 365 for Finance and Operations Enterprise edition we plan to soft seal the Application Suite model.
For anyone not yet familiar with this agenda, please read through the previous announcement

The partner channel need to be educated for them to successfully migrate their development to using extensions instead of overlayering.

In order to help with that we have created a dedicated section on Extensibility in our documentation, which has a number of details about our plans, the process of migrating to extensions, as well as specific How to articles around platform capabilities, as well as specific application frameworks and how to extend them (coming soon...)

Home page for Extensibility documentation

If you cannot find a particular topic, let us know, either directly on the docs page, or here through comments to this post.

Hope this helps!


Saturday, April 15, 2017

Development tutorial link: Extending the Warehouse management functionality after application seal


At the Dynamics 365 for Operations Technical Conference earlier this year, Microsoft announced its plans around overlayering going forward. If you have not heard it yet, here's the tweet I posted on it:

 AppSuite will be "soft sealed" in Fall 2017 release and "hard sealed" in Spring 2018 - move to use  in your solutions

However the application SYS code still has a number of areas which are difficult to impossible to customize without overlayering. One of such areas is the Warehouse management area.


In the SCM team we have been focusing on improving our Extensibility story in the application, which also includes the above mentioned warehousing area.

Below are a few posts Michael posted recently describing some of the changes we have done in the Warehouse management area, which are now available as part of Microsoft Dynamics for Operations Spring 2017 preview.
This should allow customizing the warehousing functionality to a large degree without the need to overlayer the code.

Extending WHS – Adding a new flow
Extending WHS – Adding a new control type
Extending WHS – Changing behavior of existing control types
Extending WHS – Adding a new custom work type
Extending WHS – Adding a new location directive strategy

Please look through these changes and let us know if YOUR functional enhancements are still impossible, so we can get them addressed.


Friday, March 31, 2017

Development tutorial: SysExtension framework with SysExtensionIAttribute and an Instantiation strategy

Problem statement

This post will continue from where we left off in my previous blog post about the SysExtension framework: Development tutorial: SysExtension framework in factory methods where the constructor requires one or more arguments

In the above blog post I described how to use the SysExtension framework in combination with an Instantiation strategy, which applies in many cases where the class being instantiated requires input arguments in the constructor.

At the end of the post, however, I mentioned there is one flaw with that implementation. That problem is performance.

If you remember a blog post by mfp from a while back (, in it he describes the problems with the SysExtension framework in AX 2012 R2, where there were two main issues:
  • A heavy use of reflection to build the cacheKey used to look up the types
  • Interop impact when needing to make Native AOS calls instead of pure IL
The second problem is not really relevant in Dynamics 365 for Operations, as everything runs in IL now by default.

And the first problem was resolved through introduction of an interface, SysExtensionIAttribute, which would ensure the cache is built by the attribute itself and does not require reflection calls, which immediately improved the performance by more than 10x.

Well, if you were paying attention to the example in my previous blog post, you noticed that my attribute did not implement the above-mentioned interface. That is because using an instantiation strategy in combination with the SysExtensionIAttribute attribute was not supported.

It becomes obvious if you look at the comments in the below code snippet of the SysExtension framework:
public class SysExtensionAppClassFactory extends SysExtensionElementFactory
    public static Object getClassFromSysAttribute(
        ClassName       _baseClassName,
        SysAttribute    _sysAttribute,
        SysExtAppClassDefaultInstantiation  _defaultInstantiation = null
        SysExtensionISearchStrategy         searchStrategy;
        SysExtensionCacheValue              cachedResult;
        SysExtModelAttributeInstance        attributeInstance;
        Object                              classInstance;
        SysExtensionIAttribute              sysExtensionIAttribute = _sysAttribute as SysExtensionIAttribute;

        // The attribute implements SysExtensionIAttribute, and no instantiation strategy is specified
        // Use the much faster implementation in getClassFromSysExtAttribute().
        if (sysExtensionIAttribute && !_defaultInstantiation)
            return SysExtensionAppClassFactory::getClassFromSysExtAttribute(_baseClassName, sysExtensionIAttribute);

So if we were to use an Instantiation strategy we would fall back to the "old" way that goes through reflection. Moreover, it would actually not work even then, as it would confuse the two ways of getting the cache key.

That left you with one of two options:

  • Not implement the SysExtensionIAttribute on the attribute and rip the benefits of using an instantiation strategy, but suffer the significant performance hit it brings with it, or
  • Use the SysExtensionIAttribute, but as a result not be able to use the instantiation strategy, which limited the places where it was applicable

No more! 

We have updated the SysExtension framework in Platform Update 5, so now you can rip the benefits of both worlds, using an instantiation strategy and implementing the SysExtensionIAttribute interface on the attribute.

Let us walk through the changes required to our project for that:


First off, let's implement the interface on the attribute definition. We can now also get rid of the parm* method, which was only necessary when the "old" approach with reflection was used, as that was how the framework would retrieve the attribute value to build up the cache key. 

class NoYesUnchangedFactoryAttribute extends SysAttribute implements SysExtensionIAttribute
    NoYesUnchanged noYesUnchangedValue;

    public void new(NoYesUnchanged _noYesUnchangedValue)
        noYesUnchangedValue = _noYesUnchangedValue;

    public str parmCacheKey()
        return classStr(NoYesUnchangedFactoryAttribute)+';'+int2str(enum2int(noYesUnchangedValue));

    public boolean useSingleton()
        return true;


As part of implementing the interface we needed to provide the implementation of a parmCacheKey() method, which returns the cache key taking into account the attribute value. We also need to implement the useSingleton() method, which determines if the same instance should be returned by the extension framework for a given extension.

The framework will now rely on the parmCacheKey() method instead of needing to browse through the parm methods on the attribute class.


Let's now also change the Instantiation strategy class we created, and implement the SysExtensionIInstantiationStrategy interface instead of extending from SysExtAppClassDefaultInstantiation. That is not necessary now and is cleaner this way.

public class InstantiationStrategyForClassWithArg implements SysExtensionIInstantiationStrategy

The implementation should stay the same.


Finally, let's change the construct() method on the base class to use the new API, by calling the getClassFromSysAttributeWithInstantiationStrategy() method instead of getClassFromSysAttribute() (which is still there for backward compatibility):

public class BaseClassWithArgInConstructor
    public static BaseClassWithArgInConstructor construct(NoYesUnchanged _factoryType, str _argument)
        NoYesUnchangedFactoryAttribute attr = new NoYesUnchangedFactoryAttribute(_factoryType);
        BaseClassWithArgInConstructor inst = SysExtensionAppClassFactory::getClassFromSysAttributeWithInstantiationStrategy(
            classStr(BaseClassWithArgInConstructor), attr, InstantiationStrategyForClassWithArg::construct(_argument));
        return inst;


Running the test now will produce the following result in infolog:

The derived class was returned with the argument populated in


You can download the full project for the updated example from my OneDrive.

Hope this helps!

Development tutorial link: Extensibility challenges: Pack/Unpack in RunBase classes

Introduction + example

As you know, we have been focusing on extending our Extensibility story in the application, as well as trying to document the various patterns common to the application and how to address them if you are an ISV and need to extend some existing functionality.

mfp has recently written a blog post describing how you can extend the information shown on a RunBase-based dialog, and how to handle that information once the user enters the necessary data.

You can read through that particular example here: 
What that example did not describe is how to preserve the user entered data, so that next time the dialog is opened, it contains the last entries already populated. This is the typical pattern used across all AX forms and is internally based on the SysLastValue table.

In RunBase classes it is done through the pack and unpack methods (as well as initParmDefault).
For ensuring seemless code upgrade of these classes they also rely on a "version" of the stroed SysLastValue data, which is typically stored in a macro definition. The RunBase internal class state that needs to be preserved between runs is typically done through a local macro.
A typical example is shown below (taken from the Tutorial_RunBaseBatch class):


    public container pack()
        return [#CurrentVersion, #CurrentList];

    public boolean unpack(container packedClass)
        Version version = RunBase::getVersion(packedClass);
        switch (version)
            case #CurrentVersion:
                [version,#CurrentList] = packedClass;
                return false;

        return true;

Just in short, what happens is that:

  • We save the packed state of the class with the corresponding version into the SysLastValue table record for this class, which means that all variables in the CurrentList macro need to be "serializable". 
    • The container will look something like this: [1, 31/3/2017, "US-0001"]
  • When we need to retrieve/unpack these values, we retrieve the version as we know it's the first position in the container.
    • If the version is still the same as the current version, read the packed container into the variables specified in the local macro
    • If the version is different from the current version, return false, which will subsequently run initParmDefault() method to load the default values for the class state variables 

Problem statement

This works fine in overlayering scenarios, because you just add any additional state to the CurrentList macro and they will be packed/unpacked when necessary automatically.

But what do you do when overlayering is not an option? You use augmentation / extensions.

However, it is not possible to extend macros, either global or locally defined. Macros are replaced with the corresponding text at compile time which would mean that all the existing code using the macros would need to be recompiled if you extended it, which is not an option.

OK, you might say, I can just add a post-method handler for the pack/unpack methods, and add my additional state there to the end of the container.

Well, that might work if your solution is the only one, but let's look at what could happen where there are 2 solutions side by side deployed:
  1. Pack is run and returns a container looking like this (Using the example from above): [1, 31/3/2017, "US-0001"]
  2. Post-method handler is called on ISV extension 1, and returns the above container + the specific state for ISV 1 solution (let's assume it's just an extra string variable): [1, 31/3/2017, "US-0001", "ISV1"]
  3. Post-method handler is called on ISV extension 2, and returns the above container + the specific state for ISV 2 solution: [1, 31/3/2017, "US-0001", "ISV1", "ISV2"]
Now, when the class is run the next time around, unpack needs to be called, together with the unpack method extensions from ISV1 and ISV2 solutions.

  1. Unpack is run and assigns the variables from the packed state (assuming it's the right version) to the base class variables.
  2. ISV2 unpack post-method handler is called and needs to retrieve only the part of the container which is relevant to ISV2 solution
  3. ISV1 unpack post-method handler is called and needs to do the same 

Steps 2 and 3 cannot be done in a reliable way. OK, say we copy over the macro definitions from the base class, assuming also the members are public and can be accessed from our augmentation class or we duplicate all those variables in unpack and hope nothing changes in the future :) - and in unpack we read the sub-part of the container from the base class into that, but how can we ensure the next part is for our extension? ISV1 and ISV2 post-method handlers are not necessarily going to be called in the same order for unpack as they were for pack.

All in all, this just does not work.


The below line is perfectly fine in X++ and will not cause issues, which is why the base unpack() would not fail even if the packed container had state for some of the extensions as well.

[cn, value, value2] = ["SomeClass", 4, "SomeValue", "AnotherClass", true, "more values"];

The container being assigned has more values than the left side.


In order to solve this problem and make the behavior deterministic, we came up with a way to uniquely identify each specific extension packed state by name and allow ISVs to call set/get this state by name.

With Platform Update 5 we have now released this logic at the RunBase level. If you take a look at that class, you will notice a few new methods:
  • packExtension - adds to the end of the packed state (from base or with other ISV extensions) container the part for this extension, prefixing it with the name of the extension
  • unpackExtension - look through the packed state container and find the sub-part for this particular extension based on extension name.
  • isCandidateExtension - evaluates if the passed in container is possible an extension packed state. For that it needs to consist of the name of the extension + packed state in a container.
You can read more about it and look at an example follow-up from mfp's post below:

Hope this helps!