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

Embedding Power BI visuals


Dashboard solutions and reporting can be crafted and viewed on their own in Power BI for any organization and business unit. Dynamics 365 for operation provides Power BI columns on some of the workspaces. Just click Get Started and it opens a Power BI tile catalog; these are the dashboard solutions and reports that are pinned on Power BI.

In this recipe, we will show you how you can pin interactive dashboards developed on Power BI to a Dynamics 365 for Finance and Operations workspace to provide intuitive visuals. We could also open PowerBI.com from here by clicking on dashboard for a more interactive analysis.

How to do it...

  1. Log in to PowerBI.com and create a new dashboard by using a plus (+) sign to add a blank dashboard.
  1. Access our report Stock profile and select the option Pin visual on the report:
  1. Now log in to Dynamics 365 for Finance and Operations and move to Category and product management workspace and connect to Power BI.
  2. Select the tile for Stock profile...