Book Image

Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition

By : Abhimanyu Singh, Deepak Agarwal
Book Image

Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition

By: Abhimanyu Singh, Deepak Agarwal

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.
Table of Contents (18 chapters)
Title Page
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Customer Feedback
Dedication
Preface

Consuming data in Excel


In this recipe, we will consume Dynamics 365 data into an Excel file using power view and power pivot tools. Follow with use of power view report. It's a very useful tool for reports and visual artifacts. There are many ways to import data into Excel, here in this recipe we will use the OData feed to get required data and convert it into visual reports.

How to do it...

  1. Open Excel and go to the Data tab. Click on New Query | From other source | From OData feed:
  1. In the next screen add your Dynamics 365 API URL, add /data at the end of the URL, and click OK:
  1. It will navigate you to the next screen where we need to select three tables, as shown in the following screenshot:

When you click the Load button, all queries will load on your Excel file right away. You can select every query for an update such as hiding/selecting the require column.

  1. Now go to Data tab | Data tool group | Manage Data Model. It will open another screen for Power Pivot for Excel. Go to Design Tab | Relationship...