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Extending Microsoft Dynamics 365 for Operations Cookbook

You're reading from   Extending Microsoft Dynamics 365 for Operations Cookbook Create and extend real-world solutions using Dynamics 365 Operations

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Product type Paperback
Published in May 2017
Publisher Packt
ISBN-13 9781786467133
Length 442 pages
Edition 1st Edition
Languages
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Author (1):
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Simon Buxton Simon Buxton
Author Profile Icon Simon Buxton
Simon Buxton
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Toc

Table of Contents (16) Chapters Close

Preface 1. Starting a New Project 2. Data Structures FREE CHAPTER 3. Creating the User Interface 4. Application Extensibility, Form Code-Behind, and Frameworks 5. Business Intelligence 6. Security 7. Leveraging Extensibility 8. Data Management, OData, and Office 9. Consuming and Exposing Services 10. Extensibility Through Metadata and Data Date-Effectiveness 11. Unit Testing 12. Automated Build Management 13. Servicing Your Environment 14. Workflow Development 15. State Machines

How to customize a document layout without an over-layer

The example here is to add an extension field to a print-managed standard document without over-layering the report. We will use the sales order confirmation report to add the sales order pool's name to the report.

There are two main types of reports: listing reports and documents. The documents, such as the sales order confirmation document, use temporary tables to make the layout easier to write. Any report can use this technique, but it is more common on document layouts and complicated listing reports.

It is often good practice to have a separate model for reports. Reports can use elements that we have written across packages, for example, we may have an extension package and an ISV package that has elements we wish to report on, but we don't want to link our package as a dependency on the ISV package.

We won't cover the actual report design...

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