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.
Table of contents
- Preface
-
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
- 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
-
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
- 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
- Integration with Microsoft Office
- Integration with Power BI
- Integration with Services
- Improving Development Efficiency and Performance
Product information
- Title: Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition
- Author(s):
- Release date: August 2017
- Publisher(s): Packt Publishing
- ISBN: 9781786468864
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