Extending Microsoft Dynamics 365 for Operations Cookbook

How it works...

When we created the entity with a public interface, it actually creates a service that office communicates with. The Excel file we downloaded was just to allow connection to the data entity using OData. We aren't reading records directly, the records are read from Dynamics 365 for Operations and are written back when we publish the changes.

The authentication goes through our Microsoft Office 365 account, and when hosted in Azure, the add-in takes care of the complexities of this integration for us. It is secure (and it also honors XDS data policies), yet available everywhere.

Until we got to writing the lookup, the process was remarkably easy, if we take into account the result we achieve with such little effort. It, therefore, ...