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

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Creating a new project, package, and model

Elements in Dynamics 365 for Finance and Operations represent every individual element of AOT such as class, table, form, and so on. Elements in Dynamics 365 for Finance and Operations are stored on disk as XML files; these files contain the metadata and source code for the element. The XML files are the unit of Source Control.

Projects works the same as AX2012, but in D365 an element can be customized only once they are added to a specific Visual Studio project. The project may only belong to one model.

A Dynamics 365 for Finance and Operations model is a group of elements. Standard elements are part of a standard model; you can add them into your model and do customization. A model is a design-time concept. An example of models: warehouse management model, a project accounting model, and more. Models can have one or more projects. Models may only belong to one package.

A Dynamics 365 for Finance and Operations package is a deployment and compilation unit of one or more models. It includes model metadata, binaries, cubes, and other associated resources. One or more D365 packages can be packaged into a deployment package, which is the vehicle used for deployment on UAT and production environments. Packages are packaged into a deployable package file for deployment to Sandbox or production environments. A package can have one or more models. Packages can have references to other packages, just like .NET assemblies can reference each other.

How to do it...

To create a new project, follow these steps:

Open Visual Studio as admin.
On the File menu, point to New, and then click Project.
In the list of template types, expand the Installed node.
Expand the Templates node.
Select the Microsoft Dynamics 365 for Operations category.
Select the D365 Project template.
Enter the name and location for the new project.

Select Create directory for solution if you want to create a new solution for this project, uncheck if you want to add in your current solution.

To create a new model, follow these steps:

Open Visual Studio as admin.
On the Dynamics 365 menu, point to Model management and select Create model.

Give a model, publisher name, and other values:

Now here you can create a new package or select any existing package. We could create a new package and select the required package as referenced packages:

Double-check the summary with details. Select Create new project if you want to create a new project in this model once created. You can mark this model to all your new projects by selecting options:

There's more...

As you saw, there was one more step while creating a model, Select referenced packages. When you create your own package you can select from an existing package to add them as references in your new package. You may need to add some standard package reference if you want to add them into your customization.

Here are the steps to create a new package:

Open Visual Studio as admin.
On the Dynamics 365 menu, point to Model management and select Create model.
Give a model, publisher name, and other values.
On the next step select Create new package
Give a name to your package.
Next select the existing package as a reference to this new package.
Click on Finish.

So now you have your own model with a new package.

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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Creating a new project, package, and model

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