Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781786468864
Length 480 pages
Edition 4th Edition
Languages
Arrow right icon
Authors (2):
Arrow left icon
Deepak Agarwal Deepak Agarwal
Author Profile Icon Deepak Agarwal
Deepak Agarwal
Abhimanyu Singh Abhimanyu Singh
Author Profile Icon Abhimanyu Singh
Abhimanyu Singh
Arrow right icon
View More author details
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

Storing the last form values

Dynamics 365 for Finance and Operations has a very useful feature that allows you to save the latest user choices per user per form, report, or any other object. This feature is implemented across a number of standard forms, reports, periodic jobs, and other objects which require user input. When developing a new functionality for Dynamics 365 for Finance and Operations, it is recommended that you keep it that way.

In this recipe, we will demonstrate how to save the latest user selections. In order to make it as simple as possible, we will use the existing filters on the Bank statement form, which can be opened by navigating to Cash and bank management | Common | Bank accounts, selecting any bank account, and then clicking on the Account reconciliation button in the Action pane. This form contains one filter control called View, which allows you to...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at €18.99/month. Cancel anytime