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)

What this book covers

Chapter 1, Starting a New Project, covers setting up a new Visual Studio Team Service project, integrating with Lifecycle Services, and creating a Microsoft Dynamics 365 for Operations package and model.

Chapter 2, Data Structures, contains common recipes for creating data structure elements such as tables, enumerated data types, and extended data types. The recipes are written to patterns, guiding you through the steps you would take when creating the types of table used in Microsoft Dynamics 365 for Operations application development.

Chapter 3, Creating the User Interface, explains how to create the user interface elements such as menus, forms, form parts, tiles, and workspaces. This chapter includes recipes for each of the main types of user interfaces used when creating or extending Dynamics 365 for Operations with practical guidance and tips on how to do this efficiently.

Chapter 4, Application Extensibility, Form Code-Behind, and Frameworks, helps us step into writing the business logic behind our user interface and understand how to write code designed to be extensible, allowing other parties to extend our code with the over-layering that can version-lock customers. We also cover the SysOperation framework, using which processes are developed, and we'll see how to add a user interface to them.

Chapter 5, Business Intelligence, covers the creation of a business intelligence project that can be used to create powerful dashboards in Microsoft Power BI. The recipes in this chapter cover the creation of aggregate dimensions, measures, data entities, and KPIs in a real-world context. This is done using the sample vehicle management application that is created through the course of this book.

Chapter 6, Security, explains the security model design in Microsoft Dynamics 365 for Operations and provides recipes for the creation of the elements used in security. The recipes augment the standard documentation in order to provide real-world examples on how to create and model Dynamics 365 for Operations security.

Chapter 7, Leveraging Extensibility, shows how extensibility can be said to be one of the biggest changes in Dynamics 365 for Operations. This chapter pays special attention to the key aspects of how to use extend the standard application without becoming version locked in a customized solution.

Chapter 8, Data Entity Extensibility, OData, and Office, covers the many ways in which we integrate with the world outside of Dynamics 365 for Operations. This covers how to create and extend data entities, work with Microsoft Office, and use OData to read, write, and update data in Dynamic 365 for Operations from a C# project.

Chapter 9, Consuming and Exposing Services, provides recipes for creating a service from within Dynamics 365 for Operations, consuming external services, and also on consuming Dynamics 365 for Operations services in C# using SOAP and JSON. All this is covered using practical examples that should easily translate into your own specific requirements.

Chapter 10, Extensibility through Metadata and Data Date-Effectiveness, pushes extensibility even further by showing how we can use metadata stored in data to put more power in the hands of system administrators. We also cover how to make our tables date effective.

Chapter 11, Unit Testing, provides recipes to show how to create unit tests and how they are used with the application life cycle. This chapter covers an insight into test-driven development, automated unit testing on the build server, and how to create and use the task recorder to create test cases.

Chapter 12 , Automated Build Management, helps us move more into application life cycle management where this chapter provides recipes for setting up and using a build server.

Chapter 13, Servicing Your Environment, provides practical recipes that are intended to augment the standard documentation provided by Microsoft in order to provide real-world examples on how we service our Dynamics 365 for Operations environments.

Chapter 14, Workflow, covers the development of workflow approvals and tasks in Dynamics 365 for Operations. The recipes are given context by continuing to work with the sample application that is created through the course of this book, effectively explaining state management, which is easily misunderstood.

Chapter 15, State Machines, covers state machines, which is another new feature in Dynamics 365 for Operations. This chapter covers all key areas of this new feature, explaining when and how to use this feature appropriately.