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.

Related Content you might be interested in

Current Title:

Small book image
Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition
Abhimanyu Singh | Deepak Agarwal
Aug, 2017 | 480 pages
Small book image
Extending Microsoft Dynamics 365 for Operations Cookbook
Simon Buxton
May, 2017 | 442 pages
Small book image
Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook
Simon Buxton
Mar, 2020 | 534 pages
Small book image
Implementing Microsoft Dynamics 365 for Finance and Operations
Rahul Mohta | Yogesh Kasat | Jila Jeet Yadav
Sep, 2017 | 562 pages
Table of Contents (18 chapters)
Title Page
Title Page
Credits
Credits
About the Authors
About the Authors
About the Reviewer
About the Reviewer
www.PacktPub.com
www.PacktPub.com
Customer Feedback
Customer Feedback
Dedication
Dedication
Preface
Preface
Free Chapter
1
Processing Data
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
2
Working with Forms
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
3
Working with Data in Forms
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
4
Building Lookups
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
5
Processing Business Tasks
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
6
Data Management
Data Management
Introduction
Data entities
Building a data entity with multiple data sources
Data packages
Data migration
Importing data
Troubleshooting
7
Integration with Microsoft Office
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
8
Integration with Power BI
Integration with Power BI
Introduction
Configuring Power BI
Consuming data in Excel
Integrating Excel with Power BI
Developing interactive dashboards
Embedding Power BI visuals
9
Integration with Services
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
10
Improving Development Efficiency and Performance
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

About the Reviewer

Santosh Paruvella has 12 years of experience in Dynamics AX, and he has worked on various versions of it, from 3.0 to 2012, and Dynamics 365 for Finance and Operations. He is presently working as a Technical Architect and Lead for various implementation projects, designing the solutions and leading the team towards successful implementations.

 

I have got the chance to review this Dynamics 365 for finance and Operations Development Cookbook, and I am very thankful to the Packt team and the author for this opportunity. This is a very good book for beginners to start with AX development.

Previous Section
Next Chapter