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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

Using Workbook Designer

We can use the Workbook Designer page to design an editable custom export workbook that contains an entity and a set of fields. Before we can publish data edits, all the key fields of the entity must be in the Excel table. Key fields have a key symbol next to them. To successfully create or update a record, it must have all the mandatory fields in the Excel table. Mandatory fields have an asterisk (*) next to them.

In this recipe, we will show you how to design an Excel workbook from Dynamics 365 for Finance and Operations and use it to export data from Dynamics 365 for Finance and Operations and publish the updated data back in Dynamics 365 for Finance and Operations. We could also import the same workbook to use it as a document template.

How to do it...

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