Dynamics 365 for Finance and Operations Development Cookbook

Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition

By : Abhimanyu Singh, Deepak Agarwal

Buy this Book

Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition

By: Abhimanyu Singh, Deepak Agarwal

Buy this Book

Overview of this book

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.

Title Page

Credits

About the Authors

About the Reviewer

www.PacktPub.com

Customer Feedback

Dedication

Preface

Free Chapter

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

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

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

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

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

Data Management

Introduction

Data entities

Building a data entity with multiple data sources

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

Integration with Power BI

Introduction

Configuring Power BI

Consuming data in Excel

Integrating Excel with Power BI

Developing interactive dashboards

Embedding Power BI visuals

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

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

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Using the date effectiveness feature

Date effectiveness allows developers to easily create date range fields. Date ranges are used to define record validity between the specified dates, for example, defining employee contract dates and defining vendor license validity.

This feature significantly reduces the amount of time that developers spend on developing business logic/code and also provides a consistent approach to implement data range fields.

This recipe will demonstrate the basics of date effectiveness. We will create a new table to implement date range validation.

How to do it...

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

Run Visual Studio as admin:

Load your earlier project.
Add a new TablePktEmployeeContract.

Set the property as follows:

Property	Value
ValidTimeStateFieldType	Date

Note the two new fields that are automatically added to the table, as shown in the following screenshot (ValidTo and ValidFrom):

Now create a new index as follows and add fields as follows:

Set the following mentioned property for the index here:

Property	Value
AlternateKey	Yes
ValidTimeStateKey	Yes
ValidTimeStateMode	NoGap

Now open the table and enter some records in this table itself instead of creating a new form for the table. Right-click on Table and select Browse table:

How it works...

We start the recipe by setting the ValidTimeStateFieldType property to Date in the SysEmailTable table. This automatically creates two new fields--ValidFrom and ValidTo that are used to define a date range.

Next, we add the created fields to the primary index where the EmplNum field is used and adjust the index's properties.

We set the AlternateKey property to Yes in order to ensure that this index is a part of an alternate key.

We set the ValidTimeStateKey property to Yes in order to specify that the index is used to determine valid date ranges.

We also set the ValidTimeStateMode property to NoGap in order to ensure that email templates with the same identification number can be created within continuous periods. This property can also be set to Gap, allowing noncontiguous date ranges.

Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition

By : Abhimanyu Singh, Deepak Agarwal

Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition

By: Abhimanyu Singh, Deepak Agarwal

Overview of this book

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