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  • Book Overview & Buying Dynamics 365 for Finance and Operations Development Cookbook
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Dynamics 365 for Finance and Operations Development Cookbook

Dynamics 365 for Finance and Operations Development Cookbook

By : Abhimanyu Singh, Agarwal
2.7 (3)
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Dynamics 365 for Finance and Operations Development Cookbook

Dynamics 365 for Finance and Operations Development Cookbook

2.7 (3)
By: Abhimanyu Singh, 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)
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Title Page
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Customer Feedback
Dedication
Preface

Storing the last form values


Dynamics 365 for Finance and Operations has a very useful feature that allows you to save the latest user choices per user per form, report, or any other object. This feature is implemented across a number of standard forms, reports, periodic jobs, and other objects which require user input. When developing a new functionality for Dynamics 365 for Finance and Operations, it is recommended that you keep it that way.

In this recipe, we will demonstrate how to save the latest user selections. In order to make it as simple as possible, we will use the existing filters on the Bank statement form, which can be opened by navigating to Cash and bank management | Common | Bank accounts, selecting any bank account, and then clicking on the Account reconciliation button in the Action pane. This form contains one filter control called View, which allows you to display bank statements based on their status. The default view of this form is Unreconciled. We will see how to...

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