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ERP/Commerce/AI-Search-for-Dynamics-365/CHANGELOG.md

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+# Changelog
+
+All notable changes to this project are documented here.
+
+## [V7-20260815] – 2026-08-15
+
+### Changed
+- **D365 X++ (`CCAIProductSearchExportData`)** now extracts only the blob **endpoint URL** from
+  the storage connection string (retrieved from Key Vault) and sends that non-secret URL to the
+  Function App. The storage **account key is no longer transmitted**. A helper,
+  `getBlobEndpointFromConnectionString`, performs the parsing; the existing method/field/JSON
+  naming (`retrieveProductSearchStorageConnectionString`, `DestinationConnectionString`) is kept.
+- **Function App (`ProductListStorageWriter`)** now authenticates to the destination storage
+  account using its **managed identity** (`DefaultAzureCredential`) and treats the incoming
+  `DestinationConnectionString` value as the blob endpoint URL. Added the `Azure.Identity` package.
+
+### Security
+- The storage **account key is never sent** from D365 to the Function App and is **not stored** on
+  the function, removing the risk of the secret leaking via request bodies, logs, or telemetry.
+  The full connection string remains only in Key Vault (still used by the Azure AI Search data
+  source).
+
+### Fixed
+- Corrected CLR exception handling in `exportInitialProductData` and `copyData` (proper
+  `System.Exception.get_Message()` retrieval and CLR object cleanup).
+- Aligned DMF refresh type with the sync mode (`FullPush` for initial sync,
+  `IncrementalPush` otherwise) and added error logging in the generic catch blocks.
+
+### Upgrade notes
+- Enable a **system-assigned managed identity** on the Function App and grant it **Storage Blob
+  Data Contributor** on the destination storage account. No storage app setting is required.
+  See [`docs/azure-setup.md`](docs/azure-setup.md).
+
+## [7.0] – 2025-11-21
+
+### Changed
+- `CCAIProductSearch.createOrderLines`: removed `_fds.research(true)`.
+- `CCAIProductSearch.canClose()`: added `RetailInventTable` to the entity (custom tables can be
+  added); removed the code in `defaultCTQuery()`.
+
+### Resources
+- `CCAISearchProductSearchDataSourceSchema`
+- `CCAISearchProductSearchIndexSchema`
+- `FTA.en-US.label`
+
+> Version 7 corresponds to the D365 F&O deployable package `FTA_CCAISearch_V7.axpp`, distributed
+> separately from this repository.

ERP/Commerce/AI-Search-for-Dynamics-365/LICENSE

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+MIT License
+
+Copyright (c) 2025 Microsoft FastTrack
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

ERP/Commerce/AI-Search-for-Dynamics-365/README.md

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+# CCAISearch – Azure AI Search for Item Search in Dynamics 365 F&O
+
+Enhance item retrieval in **Dynamics 365 Finance & Operations** sales order creation by
+replacing the standard SQL-based lookup with **Azure AI Search** and its *Semantic Ranker*.
+This delivers faster, more accurate, natural-language product search while reducing load on
+the ERP database.
+
+> Developed by the **Microsoft FastTrack** team. See the [Disclaimer](#disclaimer).
+
+> [!IMPORTANT]
+> This README always describes the **latest release** (currently **V7-20260815**).
+> If you are running an **older deployment package**, check out the matching Git tag on the
+> [Releases][releases] page to view the documentation as it was for that version, or read
+> [`CHANGELOG.md`](CHANGELOG.md) to see what has changed since your version.
+
+---
+
+## Table of contents
+
+- [Overview](#overview)
+- [Architecture](#architecture)
+- [Get started](#get-started)
+- [Downloads](#downloads)
+- [Repository structure](#repository-structure)
+- [Disclaimer](#disclaimer)
+- [License](#license)
+
+---
+
+## Overview
+
+**Next-Generation Product Search Powered by Azure AI**
+
+![AI Product Search Demo](docs/images/ai-product-search-demo.gif)
+
+The standard item search in Dynamics 365 Finance & Operations is SQL-based keyword matching.
+With large product catalogs, this degrades search performance and user experience.
+
+This solution replaces **SQL-based product search in Dynamics 365** with **Azure AI Search's semantic ranking**, delivering:
+
+- **Faster discovery** — employees find products in seconds, even in large catalogs
+- **Intelligent matching** — understands natural language, handles typos, synonyms and
+  conceptual matches
+- **Reduced ERP load** — search no longer burdens the database; all queries hit Azure AI Search
+- **Enterprise-grade** — fully managed, secure, scalable, with document-level access control
+
+## Architecture
+
+![Deployment components](docs/images/deployment-components.svg)
+
+### How it works
+
+1. **Data Export** – Dynamics 365 product master data is exported as CSV (via DMF) to Azure Blob
+   Storage.
+2. **Data Transformation** – The **Function App** (`ProductListStorageWriter`) is triggered,
+   downloads the CSV, parses it into records, and uploads them as JSON chunks to a destination
+   blob container. It receives only the storage **endpoint URL** from D365 and authenticates to
+   storage with its own **managed identity** — no storage key or connection string is sent or
+   stored on the function.
+3. **Indexing** – **Azure AI Search** discovers and indexes the JSON chunks in near-real-time,
+   building a searchable product index with semantic ranking enabled.
+4. **Search** – Users search on the D365 Sales Order form; the X++ form extension queries the
+   Azure AI Search index directly (no SQL on the ERP), retrieves ranked results, and displays them.
+5. **Security** – Secrets (AI Search key, Storage connection string, Function key) are stored in
+   **Azure Key Vault** and referenced via D365 Key Vault parameters. D365 extracts only the blob
+   **endpoint URL** from the storage connection string and passes that non-secret value to the
+   Function App, which writes to storage using its **managed identity** (Storage Blob Data
+   Contributor). The storage account key is never transmitted between components.
+
+### Technology stack
+
+| Component | Technology | Purpose |
+|---|---|---|
+| **Cloud indexing** | Azure AI Search (Semantic Ranker) | Semantic search, re-ranking, NLP |
+| **Data storage** | Azure Blob Storage | CSV source + JSON index data |
+| **Transformation** | .NET 8 Azure Function (isolated) | CSV ▸ JSON chunking + upload |
+| **Secrets mgmt** | Azure Key Vault | Secure credential storage |
+| **UI Integration** | Dynamics 365 X++ (FTA model) | Sales Order search form extension |
+
+## Repository structure
+
+| Component | Location | Type | Deploy method |
+|---|---|---|---|
+| **Function App code & deployment** | `src/CCAISearch-Deploy/` | .NET 8 C# | See [Azure setup](docs/azure-setup.md) Step 4 |
+| **D365 X++ source & deployment** | `src/Dynamics365/` | X++/XML | See [Dynamics 365 Model Deployment](docs/fno-model-deployment.md) |
+| **Azure resources** | n/a | Azure | See [Azure setup](docs/azure-setup.md) Steps 1–3, 5–7 |
+| **Configuration** | n/a | D365 forms | See [F&O configuration](docs/fno-configuration.md) |
+
+## Get started
+
+Follow these guides **in order** to deploy the solution:
+
+1. **[Azure setup](docs/azure-setup.md)** – Provision Resource Group, Azure AI Search, Storage,
+   Function App, Key Vault. Takes ~15 min.
+2. **[Dynamics 365 Model Deployment](docs/fno-model-deployment.md)** – Import and deploy the X++ model package.
+   Takes ~5 min.
+3. **[F&O configuration](docs/fno-configuration.md)** – Configure Key Vault parameters, AI Search
+   index, and Sales Order form extension. Takes ~10 min.
+
+---
+
+## Downloads
+
+All deployment packages are available on the [GitHub Releases][releases] page:
+
+- **Function App deployment package** – `CCAISearch-Deploy-v1.0.zip` (.NET 8 source code)
+- **Dynamics 365 model package** – `FTA_CCAISearch_V7_20260815.axpp` (pre-built X++ model)
+
+> Each release includes **both** artifacts. Always deploy the Function App package and the
+> D365 model package from the **same release** to keep the two sides in sync.
+
+See the deployment guides for instructions on how to use each package.
+
+---
+
+## Disclaimer
+
+This solution is developed by the **Microsoft FastTrack** team. It is **not** covered under
+product warranty and is **outside the scope of D365 support services**.
+
+- Test thoroughly before deploying to production. If issues occur in production, disable the
+  feature from the **Azure AI Search parameters** form.
+- Use **separate** Azure AI Search instances for Production and UAT — the environments may
+  hold different data.
+- The same approach can be extended to customer or order search.
+- Index only the fields you need; too many fields slows response times.
+
+## License
+
+Released under the [MIT License](LICENSE).
+
+<!-- Link shortcuts - update here if URLs change -->
+[releases]: https://github.com/fechiram_microsoft/AI-Search-for-Dynamics365/releases