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

Lookup in Excel - creating a custom lookup


To facilitate data entry, the Excel App provides lookups and data assistance. Date fields provide a date picker, enumeration (enum) fields provide an enum list, and relationships provide a relationship lookup. When relationships exist between entities, a relationship lookup is shown. We can create custom lookups to show data options when an enum or relationship isn't sufficient. The main use case is when data must be retrieved from an external service and presented in real time.

In this recipe, we will show how to add a custom lookup on currency code on a vendor's entity.

How to do it...

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

  1. Open the previously created project in Visual Studio.
  2. Open the Designer View for VendVendorEntity. Right-click on Methods and then click on New Method.
  3. Add the lookup_CurrencyCode method from the following code sample:
    [SysODataActionAttribute("VendVendorEntityCustomLookup", false),
    //Name in $metadata...