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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 Power BI


You can connect to Microsoft Dynamics 365 for Finance and Operations with Power BI Desktop to create custom Dynamics 365 reports and dashboards for use with the Power BI service. To enable Power BI the very first thing you have to do is configure your Power BI with Dynamics 365 for first use.

How to do it...

Follow these steps:

  1. Log in to your Power BI account using https://powerbi.microsoft.com/en-us/.
  1. Give details about the application and Dynamics 365 for Finance and Operations environment, you can refer to the following for more clarity:
  • App Name: Give a generic application name
  • App Type: Choose Server side web app
  • Redirect URL: Add oauth at the end of your home page URL
  • Home page URL: Application URL
  1. Choose APIs to access:
  1. Register your app.

In this step, click on Register App and the system will create client ID and client secret for your new app. Keep a backup of both values, you need to put these values in the next step:

  1. Now open Dynamics 365 for operation and navigate to...

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