Building Lookups | Dynamics 365 for Finance and Operations Development Cookbook

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Dynamics 365 for Finance and Operations Development Cookbook

By : Abhimanyu Singh, Agarwal

2.7 (3)

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.

Title Page

Title Page

Credits

Credits

About the Authors

About the Authors

About the Reviewer

About the Reviewer

www.PacktPub.com

www.PacktPub.com

Customer Feedback

Customer Feedback

Dedication

Dedication

Preface

Preface

Free Chapter

Processing Data

Processing Data

Introduction

Creating a new project, package, and model

Creating a new number sequence

Renaming the primary key

Adding a document handling note

Using a normal table as a temporary table

Copying a record

Building a query object

Using a macro in a SQL statement

Executing a direct SQL statement

Enhancing the data consistency checks

Using the date effectiveness feature

Working with Forms

Working with Forms

Introduction

Creating dialogs using the RunBase framework

Handling the dialog event

Creating dialogs using the SysOperation framework

Building a dynamic form

Adding a form splitter

Creating a modal form

Modifying multiple forms dynamically

Storing the last form values

Using a tree control

Adding the View details link

Selecting a form pattern

Full list of form patterns

Creating a new form

Working with Data in Forms

Working with Data in Forms

Introduction

Using a number sequence handler

Creating a custom filter control

Creating a custom instant search filter

Building a selected/available list

Creating a wizard

Processing multiple records

Coloring records

Adding an image to records

Building Lookups

Building Lookups

Introduction

Creating an automatic lookup

Creating a lookup dynamically

Using a form to build a lookup

Building a tree lookup

Displaying a list of custom options

Displaying custom options in another way

Building a lookup based on the record description

Building the browse for folder lookup

Creating a color picker lookup

Processing Business Tasks

Processing Business Tasks

Introduction

Using a segmented entry control

Creating a general journal

Posting a general journal

Processing a project journal

Creating and posting a ledger voucher

Changing an automatic transaction text

Creating a purchase order

Posting a purchase order

Creating a sales order

Posting a sales order

Creating an electronic payment format

Data Management

Data Management

Introduction

Data entities

Building a data entity with multiple data sources

Data packages

Data migration

Importing data

Troubleshooting

Integration with Microsoft Office

Integration with Microsoft Office

Introduction

Configuring and using the Excel Data Connector add-in

Using Workbook Designer

Export API

Lookup in Excel - creating a custom lookup

Document management

Integration with Power BI

Integration with Power BI

Introduction

Configuring Power BI

Consuming data in Excel

Integrating Excel with Power BI

Developing interactive dashboards

Embedding Power BI visuals

Integration with Services

Integration with Services

Introduction

Authenticating a native client app

Creating a custom service

Consuming custom services in JSON

Consuming custom services in SOAP

Consuming OData services

Consuming external web services

Improving Development Efficiency and Performance

Improving Development Efficiency and Performance

Introduction

Using extensions

Caching a display method

Calculating code execution time

Enhancing insert, update, and delete operations

Writing efficient SQL statements

Using event handler

Creating a Delegate method

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Using a form to build a lookup

For the most complex scenarios, where you need some advance lookups with more options on data filtration or selection; Dynamics 365 for Finance and Operations offers the possibility to create and use a form as a lookup, by creating a new form.

Similar to forms, the form lookups support various features, such as tab pages, event handling, complex logic, and so on. In this recipe, we will demonstrate how to create a lookup using a form. As an example, we will modify the standard customer account lookup to display only the customers who are not placed on hold for invoicing and delivery.

How to do it...

Add a new project and create a new form named CustLookup. Add a new data source with the following properties:

Property	Value
Name	CustTable
Table	CustTable
AllowCheck	No
AllowEdit	No
AllowCreate	No
AllowDelete	No
OnlyFetchActive	Yes

Right-click on Design and Add form PatternLookup - Basic on design.
Add a new grid control to the form's design with the following properties:

Property

Value...

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