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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

Building a lookup based on the record description


Normally, data lookups in Dynamics 365 for Finance and Operations display a list of records where the first column always contains a value, which is returned to a calling form. The first column in the lookup normally contains a unique record identification value, which is used to build relations between tables. For example, the Customer lookup displays the customer account number, the customer name, and some other fields; the Inventory item lookup displays the item number, the item name, and other fields.

In some cases, the record identifier can be not so informative. For example, it is much more convenient to display a person's name versus its number. In the standard application, you can find a number of places where the contact person is displayed as a person's name, even though the actual table relation is based on the contact person's ID.

In this recipe, we will create such a lookup. We will replace the Vendor group selection lookup on...

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