Book Image

Extending Microsoft Dynamics 365 for Operations Cookbook

By : Simon Buxton
Book Image

Extending Microsoft Dynamics 365 for Operations Cookbook

By: Simon Buxton

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.
Table of Contents (16 chapters)

Creating a details transaction (order entry) form

These worksheet forms are the most complicated in terms of the steps required, as we now have three states to design: list, header, and lines views. To familiarize yourself with the end result, open and use the All purchase orders form from Accounts Payable | Purchase orders | All purchase orders.

The first part of the pattern is very similar to the Details Master pattern, so we will summarize slightly. We will continue the vehicle service order table, but again, the recipe is written so that it can be applied to any worksheet table.

How to do it...

To create the form, follow these steps:

  1. Choose to add a new item to the project.
  2. Select User Interface from the left-hand pane and Form from the right-hand pane.
  3. Name...