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D365 Finance & Operations commands

Commands available when your application is Dynamics 365 Finance & Operations.

Change Company

Purpose: switch the session to a different legal entity. The page reloads in the company you specify, and the rest of the test continues there.

Parameters:

  • Company ID: the short code for the legal entity, for example DAT

Use the code, not the name

The parameter takes the company ID only. DAT works; DAT | Company accounts data does not. The code is the part before the pipe in the company selector at the top right of D365.

Column Filter

Purpose: filters on a table or grid in D365 Finance & Operations.

Parameters:

  • Field label: points to the column field you want the automation to locate and then click on
  • Filter method: the D365-specific filter operator, for example is exactly
  • Filter value: the value you want to type into the filter

Advanced: click position, click count, force, timeout.

Expand or Collapse Section

Purpose: expand or collapse sections in D365 Finance & Operations. Work on one section, or on every section on the page at once.

Parameters:

  • Action: what you want the automation to do. Pick one of:
    • Expand: open the section you point to. If it is already open, nothing happens.
    • Expand All: open every section on the page.
    • Collapse: close the section you point to. If it is already closed, nothing happens.
    • Collapse All: close every section on the page.
  • Field label: points to the section you want the automation to locate. Only needed for Expand and Collapse. The All actions find the sections themselves, so there is no field to set.

Use Expand All before reading a form

Fields inside a collapsed section are hidden, so a later step can fail to find them. One Expand All step at the start saves you adding an Expand step for each section.

Business Central equivalents

Business Central uses separate Expand Section and Collapse Section commands, and has no All option.

Toggle Checkbox

Purpose: sets a checkbox or radio button in D365 Finance & Operations to the state you want.

Parameters:

  • Field label: points to the checkbox or radio field you want the automation to locate and then click on
  • Toggle Checkbox: ticked means you want the field checked, unticked means you want it unchecked

Check your field selection

Use the field picker to select the checkbox or radio itself, not its label or the row around it. Make sure the blue highlight covers the control.

Business Central equivalent

Business Central has its own Toggle Checkbox command.