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You're reading from  Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition

Product typeBook
Published inAug 2017
Reading LevelIntermediate
PublisherPackt
ISBN-139781786468864
Edition4th Edition
Languages
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Authors (2):
Abhimanyu Singh
Abhimanyu Singh
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Abhimanyu Singh

Abhimanyu Singh works as a Microsoft Dynamics 365 for Finance and Operations consultant. Since the start of his career in 2012, he has worked in the development and designing of business solutions for customers in supply chain management, banking, and finance domain using Microsoft technologies. He has several certifications, including the Microsoft Certified Dynamics Specialist certification.
Read more about Abhimanyu Singh

Deepak Agarwal
Deepak Agarwal
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Deepak Agarwal

Deepak Agarwal is a Microsoft Certified Professional who has more than 6 years of relevant experience. He has worked with different versions of Axapta, such as AX 2009, AX 2012, and Dynamics 365. He has had a wide range of development, consulting, and leading roles, while always maintaining a significant role as a business application developer. Although his strengths are rooted in X++ development, he is a highly regarded developer and expert in the technical aspects of Dynamics AX development and customization. He has also worked on base product development with the Microsoft team. He was awarded the Most Valuable Professional (MVP) award from Microsoft for Dynamics AX four times in a row, and he has held this title since 2013. He shares his experience with Dynamics AX on his blog: Axapta V/s Me Deepak has also worked on the following Packt books: Microsoft Dynamics AX 2012 R3 Reporting Cookbook Dynamics AX 2012 Reporting Cookbook Microsoft Dynamics AX 2012 Programming: Getting Started
Read more about Deepak Agarwal

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Lookup in Excel - creating a custom lookup


To facilitate data entry, the Excel App provides lookups and data assistance. Date fields provide a date picker, enumeration (enum) fields provide an enum list, and relationships provide a relationship lookup. When relationships exist between entities, a relationship lookup is shown. We can create custom lookups to show data options when an enum or relationship isn't sufficient. The main use case is when data must be retrieved from an external service and presented in real time.

In this recipe, we will show how to add a custom lookup on currency code on a vendor's entity.

How to do it...

Carry out the following steps in order to complete this recipe:

  1. Open the previously created project in Visual Studio.
  2. Open the Designer View for VendVendorEntity. Right-click on Methods and then click on New Method.
  3. Add the lookup_CurrencyCode method from the following code sample:
    [SysODataActionAttribute("VendVendorEntityCustomLookup", false),
    //Name in $metadata...
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Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition
Published in: Aug 2017Publisher: PacktISBN-13: 9781786468864

Authors (2)

author image
Abhimanyu Singh

Abhimanyu Singh works as a Microsoft Dynamics 365 for Finance and Operations consultant. Since the start of his career in 2012, he has worked in the development and designing of business solutions for customers in supply chain management, banking, and finance domain using Microsoft technologies. He has several certifications, including the Microsoft Certified Dynamics Specialist certification.
Read more about Abhimanyu Singh

author image
Deepak Agarwal

Deepak Agarwal is a Microsoft Certified Professional who has more than 6 years of relevant experience. He has worked with different versions of Axapta, such as AX 2009, AX 2012, and Dynamics 365. He has had a wide range of development, consulting, and leading roles, while always maintaining a significant role as a business application developer. Although his strengths are rooted in X++ development, he is a highly regarded developer and expert in the technical aspects of Dynamics AX development and customization. He has also worked on base product development with the Microsoft team. He was awarded the Most Valuable Professional (MVP) award from Microsoft for Dynamics AX four times in a row, and he has held this title since 2013. He shares his experience with Dynamics AX on his blog: Axapta V/s Me Deepak has also worked on the following Packt books: Microsoft Dynamics AX 2012 R3 Reporting Cookbook Dynamics AX 2012 Reporting Cookbook Microsoft Dynamics AX 2012 Programming: Getting Started
Read more about Deepak Agarwal