Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition

Over 80 effective recipes to help you solve real-world Microsoft Dynamics 365 for Finance and Operations development problems
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Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition

Deepak Agarwal, Abhimanyu Singh

2 customer reviews
Over 80 effective recipes to help you solve real-world Microsoft Dynamics 365 for Finance and Operations development problems
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Book Details

ISBN 139781786468864
Paperback480 pages

Book Description

Microsoft Dynamics 365 for Finance and Operations has a lot to offer developers. It allows them to customize and tailor their implementations to meet their organization’s needs. This Development Cookbook will help you manage your company or customer ERP information and operations efficiently. We start off by exploring the concept of data manipulation in Dynamics 365 for Operations. This will also help you build scripts to assist data migration, and show you how to organize data in forms. You will learn how to create custom lookups using Application Object Tree forms and generate them dynamically.

We will also show you how you can enhance your application by using advanced form controls, and integrate your system with other external systems. We will help you script and enhance your user interface using UI elements. This book will help you look at application development from a business process perspective, and develop enhanced ERP solutions by learning and implementing the best practices and techniques.

Table of Contents

Chapter 1: Processing Data
Introduction
Creating a new project, package, and model
Creating a new number sequence
Renaming the primary key
Adding a document handling note
Using a normal table as a temporary table
Copying a record
Building a query object
Using a macro in a SQL statement
Executing a direct SQL statement
Enhancing the data consistency checks
Using the date effectiveness feature
Chapter 2: Working with Forms
Introduction
Creating dialogs using the RunBase framework
Handling the dialog event
Creating dialogs using the SysOperation framework
Building a dynamic form
Adding a form splitter
Creating a modal form
Modifying multiple forms dynamically
Storing the last form values
Using a tree control
Adding the View details link
Selecting a form pattern
Full list of form patterns
Creating a new form
Chapter 3: Working with Data in Forms
Introduction
Using a number sequence handler
Creating a custom filter control
Creating a custom instant search filter
Building a selected/available list
Creating a wizard
Processing multiple records
Coloring records
Adding an image to records
Chapter 4: Building Lookups
Introduction
Creating an automatic lookup
Creating a lookup dynamically
Using a form to build a lookup
Building a tree lookup
Displaying a list of custom options
Displaying custom options in another way
Building a lookup based on the record description
Building the browse for folder lookup
Creating a color picker lookup
Chapter 5: Processing Business Tasks
Introduction
Using a segmented entry control
Creating a general journal
Posting a general journal
Processing a project journal
Creating and posting a ledger voucher
Changing an automatic transaction text
Creating a purchase order
Posting a purchase order
Creating a sales order
Posting a sales order
Creating an electronic payment format
Chapter 6: Data Management
Introduction
Data entities
Building a data entity with multiple data sources
Data packages
Data migration
Importing data
Troubleshooting
Chapter 7: Integration with Microsoft Office
Introduction
Configuring and using the Excel Data Connector add-in
Using Workbook Designer
Export API
Lookup in Excel - creating a custom lookup
Document management
Chapter 8: Integration with Power BI
Introduction
Configuring Power BI
Consuming data in Excel
Integrating Excel with Power BI
Developing interactive dashboards
Embedding Power BI visuals
Chapter 9: Integration with Services
Introduction
Authenticating a native client app
Creating a custom service
Consuming custom services in JSON
Consuming custom services in SOAP
Consuming OData services
Consuming external web services
Chapter 10: Improving Development Efficiency and Performance
Introduction
Using extensions
Caching a display method
Calculating code execution time
Enhancing insert, update, and delete operations
Writing efficient SQL statements
Using event handler
Creating a Delegate method

What You Will Learn

  • Explore data manipulation concepts in Dynamics 365 for Operations
  • Build scripts to assist data migration processes
  • Organize data in Dynamics 365 for Operations forms
  • Make custom lookups using AOT forms and dynamically generate them from X++ code
  • Create a custom electronic payment format and process a vendor payment using it
  • Integrate your application with Microsoft Office Suite and other external systems using various approaches
  • Export and import business data for further distribution or analysis
  • Improve your development efficiency and performance

Authors

Table of Contents

Chapter 1: Processing Data
Introduction
Creating a new project, package, and model
Creating a new number sequence
Renaming the primary key
Adding a document handling note
Using a normal table as a temporary table
Copying a record
Building a query object
Using a macro in a SQL statement
Executing a direct SQL statement
Enhancing the data consistency checks
Using the date effectiveness feature
Chapter 2: Working with Forms
Introduction
Creating dialogs using the RunBase framework
Handling the dialog event
Creating dialogs using the SysOperation framework
Building a dynamic form
Adding a form splitter
Creating a modal form
Modifying multiple forms dynamically
Storing the last form values
Using a tree control
Adding the View details link
Selecting a form pattern
Full list of form patterns
Creating a new form
Chapter 3: Working with Data in Forms
Introduction
Using a number sequence handler
Creating a custom filter control
Creating a custom instant search filter
Building a selected/available list
Creating a wizard
Processing multiple records
Coloring records
Adding an image to records
Chapter 4: Building Lookups
Introduction
Creating an automatic lookup
Creating a lookup dynamically
Using a form to build a lookup
Building a tree lookup
Displaying a list of custom options
Displaying custom options in another way
Building a lookup based on the record description
Building the browse for folder lookup
Creating a color picker lookup
Chapter 5: Processing Business Tasks
Introduction
Using a segmented entry control
Creating a general journal
Posting a general journal
Processing a project journal
Creating and posting a ledger voucher
Changing an automatic transaction text
Creating a purchase order
Posting a purchase order
Creating a sales order
Posting a sales order
Creating an electronic payment format
Chapter 6: Data Management
Introduction
Data entities
Building a data entity with multiple data sources
Data packages
Data migration
Importing data
Troubleshooting
Chapter 7: Integration with Microsoft Office
Introduction
Configuring and using the Excel Data Connector add-in
Using Workbook Designer
Export API
Lookup in Excel - creating a custom lookup
Document management
Chapter 8: Integration with Power BI
Introduction
Configuring Power BI
Consuming data in Excel
Integrating Excel with Power BI
Developing interactive dashboards
Embedding Power BI visuals
Chapter 9: Integration with Services
Introduction
Authenticating a native client app
Creating a custom service
Consuming custom services in JSON
Consuming custom services in SOAP
Consuming OData services
Consuming external web services
Chapter 10: Improving Development Efficiency and Performance
Introduction
Using extensions
Caching a display method
Calculating code execution time
Enhancing insert, update, and delete operations
Writing efficient SQL statements
Using event handler
Creating a Delegate method

Book Details

ISBN 139781786468864
Paperback480 pages
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From 2 reviews

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