Extending Microsoft Dynamics 365 for Operations Cookbook

Have the best tools at your fingertips to extend and maximize the efficiency of your business management

Extending Microsoft Dynamics 365 for Operations Cookbook

Simon Buxton

4 customer reviews
Have the best tools at your fingertips to extend and maximize the efficiency of your business management
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Book Details

ISBN 139781786467133
Paperback442 pages

Book Description

Dynamics 365 for Operations is the ERP element of Microsoft’s new Dynamics 365 Enterprise Edition. Operations delivers the infrastructure to allow businesses to achieve growth and make better decisions using scalable and contemporary ERP system tools.

This book provides a collection of “recipes” to instruct you on how to create—and extend—a real-world solution using Operations. All key aspects of the new release are covered, and insights into the development language, structure, and tools are discussed in detail.

New concepts and patterns that are pivotal to elegant solution designs are introduced and explained, and readers will learn how to extend various aspects of the system to enhance both the usability and capabilities of Operations. Together, this gives the reader important context regarding the new concepts and the confidence to reuse in their own solution designs.

This “cookbook” provides the ingredients and methods needed to maximize the efficiency of your business management using the latest in ERP software—Dynamics 365 for Operations.

Table of Contents

Chapter 1: Starting a New Project
Introduction
Creating the Visual Studio Team Services project
Connecting Visual Studio to Visual Studio Team Services
Creating a new Model and Packages
Configuring project and build options
Creating a Label file
Chapter 2: Data Structures
Introduction
Creating enumerated types
Creating extended data types
Creating setup tables
Creating a parameter table
Creating main data tables
Creating order header tables
Creating order line tables
Chapter 3: Creating the User Interface
Introduction
Creating the menu structure
Creating a parameter form
Creating menu items
Creating setup forms
Creating details master (main table) forms
Creating a details transaction (order entry) form
Creating form parts
Create tiles with counters for the workspace
Creating a workspace
Chapter 4: Application Extensibility, Form Code-Behind, and Frameworks
Introduction
Creating a handler class using the Application Extension factory
Hooking up a number sequence
Creating a create dialog for details transaction forms
Creating a SysOperation process
Adding an interface to the SysOperation framework
Chapter 5: Business Intelligence
Introduction
Creating aggregate dimensions
Creating aggregate measures
Creating aggregate data entities
Creating and using key performance indicators
Chapter 6: Security
Introduction
Creating privileges
Creating duties
Creating security roles
Creating policies
Chapter 7: Leveraging Extensibility
Introduction
Extending standard tables without customization footprint
Creating data-event handler methods
How to customize a document layout without an over-layer
Creating event handler methods
Extending standard forms without customization footprint
Using a form event handler to replace a lookup
Creating your own query functions
Chapter 8: Data Management, OData, and Office
Introduction
Creating a data entity
Extending standard data entities
Importing data through Data Import/Export Framework
Reading, writing, and updating data through OData
Chapter 9: Consuming and Exposing Services
Introduction
Creating a service
Consuming a Dynamics 365 for Operations SOAP service
Consuming a Dynamics 365 for Operations JSON service
Consuming an external service within Dynamics 365 for Operations
Chapter 10: Extensibility Through Metadata and Data Date-Effectiveness
Introduction
Using metadata for data access
Using Interfaces for extensibility through metadata
Making data date-effective
Chapter 11: Unit Testing
Introduction
Creating a Form Adaptor project
Creating a Unit Test project
Creating a Unit Test case for code
Creating a test case from a task recording
Chapter 12: Automated Build Management
Introduction
Creating a Team Services Build Agent Queue
Setting up a build server
Managing build operations
Releasing a build to User Acceptance Testing
Chapter 13: Servicing Your Environment
Introduction
Applying metadata fixes
Applying binary updates
Servicing the build server
Servicing the Sandbox - Standard Acceptance Test environment
Chapter 14: Workflow Development
Introduction
Creating a workflow type
Creating a workflow approval
Creating a manual workflow task
Hooking up a workflow to the user interface
Creating a sample workflow design
Chapter 15: State Machines
Introduction
Creating a state machine
Creating a state machine handler class
Using menu items to control a state machine
Hooking up the state machine to a workflow

What You Will Learn

  • Create enumerated and extended data types
  • Understand the importance of using patterns and frameworks while creating a unique concept for your solution
  • Service and deploy your code and packages to improve performance
  • Write and perform unit tests to automate the testing process
  • Design your security model and policies to provide code access privileges
  • Construct the UI and business logic to add Power BI to dashboards

Authors

Table of Contents

Chapter 1: Starting a New Project
Introduction
Creating the Visual Studio Team Services project
Connecting Visual Studio to Visual Studio Team Services
Creating a new Model and Packages
Configuring project and build options
Creating a Label file
Chapter 2: Data Structures
Introduction
Creating enumerated types
Creating extended data types
Creating setup tables
Creating a parameter table
Creating main data tables
Creating order header tables
Creating order line tables
Chapter 3: Creating the User Interface
Introduction
Creating the menu structure
Creating a parameter form
Creating menu items
Creating setup forms
Creating details master (main table) forms
Creating a details transaction (order entry) form
Creating form parts
Create tiles with counters for the workspace
Creating a workspace
Chapter 4: Application Extensibility, Form Code-Behind, and Frameworks
Introduction
Creating a handler class using the Application Extension factory
Hooking up a number sequence
Creating a create dialog for details transaction forms
Creating a SysOperation process
Adding an interface to the SysOperation framework
Chapter 5: Business Intelligence
Introduction
Creating aggregate dimensions
Creating aggregate measures
Creating aggregate data entities
Creating and using key performance indicators
Chapter 6: Security
Introduction
Creating privileges
Creating duties
Creating security roles
Creating policies
Chapter 7: Leveraging Extensibility
Introduction
Extending standard tables without customization footprint
Creating data-event handler methods
How to customize a document layout without an over-layer
Creating event handler methods
Extending standard forms without customization footprint
Using a form event handler to replace a lookup
Creating your own query functions
Chapter 8: Data Management, OData, and Office
Introduction
Creating a data entity
Extending standard data entities
Importing data through Data Import/Export Framework
Reading, writing, and updating data through OData
Chapter 9: Consuming and Exposing Services
Introduction
Creating a service
Consuming a Dynamics 365 for Operations SOAP service
Consuming a Dynamics 365 for Operations JSON service
Consuming an external service within Dynamics 365 for Operations
Chapter 10: Extensibility Through Metadata and Data Date-Effectiveness
Introduction
Using metadata for data access
Using Interfaces for extensibility through metadata
Making data date-effective
Chapter 11: Unit Testing
Introduction
Creating a Form Adaptor project
Creating a Unit Test project
Creating a Unit Test case for code
Creating a test case from a task recording
Chapter 12: Automated Build Management
Introduction
Creating a Team Services Build Agent Queue
Setting up a build server
Managing build operations
Releasing a build to User Acceptance Testing
Chapter 13: Servicing Your Environment
Introduction
Applying metadata fixes
Applying binary updates
Servicing the build server
Servicing the Sandbox - Standard Acceptance Test environment
Chapter 14: Workflow Development
Introduction
Creating a workflow type
Creating a workflow approval
Creating a manual workflow task
Hooking up a workflow to the user interface
Creating a sample workflow design
Chapter 15: State Machines
Introduction
Creating a state machine
Creating a state machine handler class
Using menu items to control a state machine
Hooking up the state machine to a workflow

Book Details

ISBN 139781786467133
Paperback442 pages
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