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Dynamics 365 for Finance and Operations Development Cookbook

You're reading from   Dynamics 365 for Finance and Operations Development Cookbook Recipes to explore forms, look-ups and different integrations like Power BI and MS Office for your business solutions

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Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781786468864
Length 480 pages
Edition 4th Edition
Languages
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Authors (2):
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Deepak Agarwal Deepak Agarwal
Author Profile Icon Deepak Agarwal
Deepak Agarwal
Abhimanyu Singh Abhimanyu Singh
Author Profile Icon Abhimanyu Singh
Abhimanyu Singh
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Toc

Table of Contents (11) Chapters Close

Preface 1. Processing Data FREE CHAPTER 2. Working with Forms 3. Working with Data in Forms 4. Building Lookups 5. Processing Business Tasks 6. Data Management 7. Integration with Microsoft Office 8. Integration with Power BI 9. Integration with Services 10. Improving Development Efficiency and Performance

Creating a new form

In Dynamics 365 for Finance and Operations, form creations are slightly easier than in AX2012 and earlier versions. Here, we have more tools to create any specific form using design templates. Every form plays an important role where we need to interact with the user to view, insert, update, or delete any record(s).

In this recipe, we will create a simple form using a template and add this form to one of the menus so that users can access it from the front end.

Getting ready

Let's think about a scenario where the admin needs to check all existing users in the system. Although we have one standard form for this, we cannot give access to everyone because this form also has many other options to perform...

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