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Extending Microsoft Dynamics 365 for Operations Cookbook

By : Simon Buxton

3.8 (6)

Buy this Book

Extending Microsoft Dynamics 365 for Operations Cookbook

3.8 (6)

By: Simon Buxton

Buy this Book

Overview of this book

Dynamics 365 for Operations is the ERP element of Microsoft’s new Dynamics 365 Enterprise Edition. Operations delivers the infrastructure to allow businesses to achieve growth and make better decisions using scalable and contemporary ERP system tools. This book provides a collection of “recipes” to instruct you on how to create—and extend—a real-world solution using Operations. All key aspects of the new release are covered, and insights into the development language, structure, and tools are discussed in detail. New concepts and patterns that are pivotal to elegant solution designs are introduced and explained, and readers will learn how to extend various aspects of the system to enhance both the usability and capabilities of Operations. Together, this gives the reader important context regarding the new concepts and the confidence to reuse in their own solution designs. This “cookbook” provides the ingredients and methods needed to maximize the efficiency of your business management using the latest in ERP software—Dynamics 365 for Operations.

Preface

What this book covers

What you need for this book

Who this book is for

Sections

Conventions

Reader feedback

Customer support

Free Chapter

Starting a New Project

Introduction

Creating the Visual Studio Team Services project

Connecting Visual Studio to Visual Studio Team Services

Creating a new Model and Packages

Configuring project and build options

Creating a Label file

Data Structures

Introduction

Creating enumerated types

Creating extended data types

Creating setup tables

Creating a parameter table

Creating main data tables

Creating order header tables

Creating order line tables

Creating the User Interface

Introduction

Creating the menu structure

Creating a parameter form

Creating menu items

Creating setup forms

Creating details master (main table) forms

Creating a details transaction (order entry) form

Creating form parts

Create tiles with counters for the workspace

Creating a workspace

Application Extensibility, Form Code-Behind, and Frameworks

Introduction

Creating a handler class using the Application Extension factory

Hooking up a number sequence

Creating a create dialog for details transaction forms

Creating a SysOperation process

Adding an interface to the SysOperation framework

Business Intelligence

Introduction

Creating aggregate dimensions

Creating aggregate measures

Creating aggregate data entities

Creating and using key performance indicators

Security

Introduction

Creating privileges

Creating duties

Creating security roles

Creating policies

Leveraging Extensibility

Introduction

Extending standard tables without customization footprint

Creating data-event handler methods

How to customize a document layout without an over-layer

Creating event handler methods

Extending standard forms without customization footprint

Using a form event handler to replace a lookup

Creating your own query functions

Data Management, OData, and Office

Introduction

Creating a data entity

Extending standard data entities

Importing data through Data Import/Export Framework

Reading, writing, and updating data through OData

Consuming and Exposing Services

Introduction

Creating a service

Consuming a Dynamics 365 for Operations SOAP service

Consuming a Dynamics 365 for Operations JSON service

Consuming an external service within Dynamics 365 for Operations

Extensibility Through Metadata and Data Date-Effectiveness

Introduction

Using metadata for data access

Using Interfaces for extensibility through metadata

Making data date-effective

Unit Testing

Introduction

Creating a Form Adaptor project

Creating a Unit Test project

Creating a Unit Test case for code

Creating a test case from a task recording

Automated Build Management

Introduction

Creating a Team Services Build Agent Queue

Setting up a build server

Managing build operations

Releasing a build to User Acceptance Testing

Servicing Your Environment

Introduction

Applying metadata fixes

Applying binary updates

Servicing the build server

Servicing the Sandbox - Standard Acceptance Test environment

Workflow Development

Introduction

Creating a workflow type

Creating a workflow approval

Creating a manual workflow task

Hooking up a workflow to the user interface

Creating a sample workflow design

State Machines

Introduction

Creating a state machine

Creating a state machine handler class

Using menu items to control a state machine

Hooking up the state machine to a workflow

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Creating the menu structure

The menu structure is carried over from the user interface concepts in AX 2012. In Operations, the menus have the same structure, but are opened from the 'burger' menu button just below the Office 365 logo on the top left of the page, as shown in the following screenshot:

Each menu appears under the Modules option, as shown in the following screenshot:

All menu items for forms, reports, and processes must be placed in the menu structure, even if we later create a workspace.

The menu structure may seem to have been relaxed slightly from thee rigid structure recommended in Dynamics AX 2012. In Dynamics AX 2012, we always have the following main headings in a menu: Common, Inquiries, Reports, Periodic, and Setup. If we look at the AccountsPayable menu in the Application Explorer, we can see that the old structure has been flattened, as shown in the following screenshot: