Book Image

Extending Microsoft Dynamics 365 for Operations Cookbook

By : Simon Buxton
Book Image

Extending Microsoft Dynamics 365 for Operations Cookbook

By: Simon Buxton

Overview of this book

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 (16 chapters)

How to customize a document layout without an over-layer

The example here is to add an extension field to a print-managed standard document without over-layering the report. We will use the sales order confirmation report to add the sales order pool's name to the report.

There are two main types of reports: listing reports and documents. The documents, such as the sales order confirmation document, use temporary tables to make the layout easier to write. Any report can use this technique, but it is more common on document layouts and complicated listing reports.

It is often good practice to have a separate model for reports. Reports can use elements that we have written across packages, for example, we may have an extension package and an ISV package that has elements we wish to report on, but we don't want to link our package as a dependency on the ISV package.

We won't cover the actual report design...