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Extending Microsoft Dynamics 365 for Operations Cookbook
book

Extending Microsoft Dynamics 365 for Operations Cookbook

by Simon Buxton
May 2017
Intermediate to advanced
442 pages
11h 55m
English
Packt Publishing
Content preview from Extending Microsoft Dynamics 365 for Operations Cookbook

How it works...

Tiles have two basic properties, the source query and the target form's menu item. When the tile is clicked, the query is applied to the target form, filtering the data. The Copy Query Caller property is important here, and should the filter not appear to work, it is nearly always because this property was not set.

This technique of applying queries can also be applied to menu items, and we can create menu items that will open the vehicle table filter based on the query. This is done by specifying the Query and Copy Caller Query properties on a duplicate of the menu items.

When experimenting with filters, don't filter based on data that the user can change; a tile for a particular vehicle group would be a very good example ...

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Publisher Resources

ISBN: 9781786467133