Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition

Book description

Over 80 effective recipes to help you solve real-world Microsoft Dynamics 365 for Finance and Operations development problems

About This Book

  • Learn all about the enhanced functionalities of Dynamics 365 for Finance and Operations and master development best practices
  • Develop powerful projects using new tools and features
  • Work through easy-to-understand recipes with step-by-step instructions and useful screenshots

Who This Book Is For

If you are a Dynamics AX developer primarily focused on delivering time-proven applications, then this book is for you. This book is also ideal for people who want to raise their programming skills above the beginner level, and at the same time learn the functional aspects of Dynamics 365 for Finance and Operations. Some X++ coding experience is expected.

What You Will Learn

  • Explore data manipulation concepts in Dynamics 365 for Operations
  • Build scripts to assist data migration processes
  • Organize data in Dynamics 365 for Operations forms
  • Make custom lookups using AOT forms and dynamically generate them from X++ code
  • Create a custom electronic payment format and process a vendor payment using it
  • Integrate your application with Microsoft Office Suite and other external systems using various approaches
  • Export and import business data for further distribution or analysis
  • Improve your development efficiency and performance

In Detail

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.

Style and approach

The book follows a practical recipe-based approach, focusing on real-world scenarios and giving you all the information you need to build a strong Dynamics 365 for Finance and Operations implementation.

Publisher resources

Download Example Code

Table of contents

  1. Preface
    1. What this book covers
    2. Exceptions and considerations
    3. What you need for this book
    4. Who this book is for
    5. Sections
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    6. Conventions
    7. Reader feedback
    8. Customer support
      1. Downloading the example code
      2. Errata
      3. Piracy
      4. Questions
  2. Processing Data
    1. Introduction
    2. Creating a new project, package, and model
      1. How to do it...
      2. There's more...
    3. Creating a new number sequence
      1. How to do it...
      2. How it works...
      3. See also
    4. Renaming the primary key
      1. How to do it...
      2. How it works...
    5. Adding a document handling note
      1. Getting ready
      2. How to do it...
      3. How it works...
    6. Using a normal table as a temporary table
      1. How to do it...
      2. How it works...
    7. Copying a record
      1. How to do it...
      2. How it works...
      3. There's more...
    8. Building a query object
      1. How to do it...
      2. How it works...
      3. There's more...
        1. Using the OR operator
      4. See also
    9. Using a macro in a SQL statement
      1. How to do it...
      2. How it works...
    10. Executing a direct SQL statement
      1. How to do it...
      2. How it works...
      3. There's more...
    11. Enhancing the data consistency checks
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    12. Using the date effectiveness feature
      1. How to do it...
      2. How it works...
  3. Working with Forms
    1. Introduction
    2. Creating dialogs using the RunBase framework
      1. How to do it...
      2. How it works...
    3. Handling the dialog event
      1. How to do it...
      2. How it works...
      3. See also
    4. Creating dialogs using the SysOperation framework
      1. Getting ready
      2. How to do it...
    5. Building a dynamic form
      1. How to do it...
      2. How it works...
    6. Adding a form splitter
      1. How to do it...
      2. How it works...
    7. Creating a modal form
      1. How to do it...
      2. How it works...
      3. There's more...
      4. See also
    8. Modifying multiple forms dynamically
      1. How to do it...
      2. How it works...
    9. Storing the last form values
      1. How to do it...
      2. How it works...
    10. Using a tree control
      1. How to do it...
      2. How it works...
      3. See also
    11. Adding the View details link
      1. How to do it...
      2. How it works...
    12. Selecting a form pattern
      1. How to do it
    13. Full list of form patterns
      1. How to do it...
    14. Creating a new form
      1. Getting ready
      2. How to do it...
      3. How it works...
  4. Working with Data in Forms
    1. Introduction
    2. Using a number sequence handler
      1. How to do it...
      2. How it works...
      3. See also
    3. Creating a custom filter control
      1. How to do it...
      2. How it works...
      3. See also
    4. Creating a custom instant search filter
      1. How to do it...
      2. How it works...
      3. See also
    5. Building a selected/available list
      1. How to do it...
      2. How it works...
      3. There's more...
    6. Creating a wizard
      1. How to do it...
      2. How it works...
    7. Processing multiple records
      1. How to do it...
      2. How it works...
    8. Coloring records
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    9. Adding an image to records
      1. How to do it...
      2. How it works...
      3. There's more...
        1. Displaying an image as part of a form
        2. Saving a stored image as a file
  5. Building Lookups
    1. Introduction
    2. Creating an automatic lookup
      1. How to do it...
      2. How it works...
      3. There's more...
    3. Creating a lookup dynamically
      1. How to do it...
      2. How it works...
      3. There's more...
    4. Using a form to build a lookup
      1. How to do it...
      2. How it works...
      3. See also
    5. Building a tree lookup
      1. How to do it...
      2. How it works...
      3. See also
    6. Displaying a list of custom options
      1. How to do it...
      2. How it works...
      3. There's more...
    7. Displaying custom options in another way
      1. How to do it...
      2. How it works...
      3. There's more...
    8. Building a lookup based on the record description
      1. How to do it...
      2. How it works...
      3. There's more...
    9. Building the browse for folder lookup
      1. How to do it...
      2. How it works...
      3. There's more...
    10. Creating a color picker lookup
      1. How to do it...
      2. How it works...
  6. Processing Business Tasks
    1. Introduction
    2. Using a segmented entry control
      1. How to do it...
      2. How it works...
      3. There's more...
      4. See also
    3. Creating a general journal
      1. How to do it...
      2. How it works...
      3. There's more
      4. See also
    4. Posting a general journal
      1. How to do it...
      2. How it works...
      3. See also
    5. Processing a project journal
      1. How to do it...
      2. How it works...
      3. There's more...
    6. Creating and posting a ledger voucher
      1. How to do it...
      2. How it works...
      3. See also
    7. Changing an automatic transaction text
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    8. Creating a purchase order
      1. How to do it...
      2. How it works...
      3. There's more...
    9. Posting a purchase order
      1. How to do it...
      2. How it works...
      3. There's more...
    10. Creating a sales order
      1. How to do it...
      2. How it works...
      3. There's more...
    11. Posting a sales order
      1. How to do it...
      2. How it works...
      3. There's more...
    12. Creating an electronic payment format
      1. How to do it...
      2. How it works...
  7. Data Management
    1. Introduction
    2. Data entities
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    3. Building a data entity with multiple data sources
      1. How to do it...
      2. How it works...
      3. There's more...
    4. Data packages
      1. Getting ready...
      2. How to do it...
      3. There's more...
      4. See also
    5. Data migration
      1. Getting ready
      2. How to do it...
      3. How it works...
    6. Importing data
      1. How to do it...
      2. How it works...
    7. Troubleshooting
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
  8. Integration with Microsoft Office
    1. Introduction
    2. Configuring and using the Excel Data Connector add-in
      1. How to do it...
      2. How it works...
    3. Using Workbook Designer
      1. How to do it...
      2. How it works...
    4. Export API
      1. How to do it...
      2. How it works...
    5. Lookup in Excel - creating a custom lookup
      1. How to do it...
      2. How it works...
    6. Document management
      1. How to do it...
      2. How it works...
      3. There's more...
  9. Integration with Power BI
    1. Introduction
    2. Configuring Power BI
      1. How to do it...
      2. How it works...
      3. There's more...
      4. See also
    3. Consuming data in Excel
      1. How to do it...
      2. How it works...
      3. See also
    4. Integrating Excel with Power BI
      1. How to do it...
      2. How it works...
      3. See also
    5. Developing interactive dashboards
      1. How to do it...
      2. How it works...
    6. Embedding Power BI visuals
      1. How to do it...
      2. How it works...
  10. Integration with Services
    1. Introduction
    2. Authenticating a native client app
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    3. Creating a custom service
      1. Getting ready
      2. How to do it...
      3. How it works...
    4. Consuming custom services in JSON
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    5. Consuming custom services in SOAP
      1. Getting ready
      2. How to do it...
      3. How it works...
    6. Consuming OData services
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    7. Consuming external web services
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
  11. Improving Development Efficiency and Performance
    1. Introduction
    2. Using extensions
      1. How to do it...
      2. How it works...
    3. Caching a display method
      1. How to do it...
      2. How it works...
      3. There's more...
    4. Calculating code execution time
      1. How to do it...
      2. How it works...
      3. There's more...
    5. Enhancing insert, update, and delete operations
      1. How to do it...
      2. How it works...
      3. There's more...
        1. Using delete_from
        2. Using update_recordSet for faster updates
    6. Writing efficient SQL statements
      1. How to do it...
      2. How it works...
      3. There's more...
      4. See also
    7. Using event handler
      1. How to do it...
      2. How it works...
      3. There's more...
    8. Creating a Delegate method
      1. Getting ready...
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also

Product information

  • Title: Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition
  • Author(s): Deepak Agarwal, Abhimanyu Singh
  • Release date: August 2017
  • Publisher(s): Packt Publishing
  • ISBN: 9781786468864