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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

Configuring and using the Excel Data Connector add-in


Microsoft Excel can change and quickly analyze data. The Excel Data Connector app interacts with Excel workbooks and OData services that are created for publicly exposed data entities. The Excel Data Connector add-in enables Excel to become a seamless part of the user experience. The Excel Data Connector add-in is built by using the Office Web Add-ins framework. The add-in runs in a task pane. Office Web Add-ins are web applications that run inside an embedded Internet Explorer browser window.

In this recipe, we will show you how to configure an Excel Data Connector add-in and use it to export data from Dynamics 365 for Finance and Operations and publish the updated data back in Dynamics 365 for Finance and Operations.

How to do it...

Carry out the following steps in order to complete this recipe:

  1. Open a new workbook in Excel and navigate to the Insert tab. Under Add-ins, select My Add-ins, as shown in the following screenshot:
  1. Under Office...

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