Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook - Second Edition

How it works...

When we create a data entity with a public interface, it actually creates a service that Microsoft Excel 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 SCM 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 is 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, stood ...