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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

Introduction

In our day-to-day operations we use Microsoft Office a lot to store and retrieve numerical data in a grid format of columns and rows to calculating and analyze company data such as sales figures, sales taxes, or commissions. Dynamics 365 for Finance and Operations provides us with integration with Microsoft Office, which includes Microsoft Excel, Microsoft Word, the Document Management subsystem, and email. In this chapter, we will see how Microsoft Dynamics 365 for Finance and Operations integrates with Excel and Word by using data entities as an entry point into the system, how Excel can become a core part of the user experience, and how Excel and Word can be used for ad hoc lightweight reporting. We will also see how files can be stored and shared by using the Document Management and email capabilities in Dynamics 365 for Finance and Operations.

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