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Extending Microsoft Dynamics 365 for Operations Cookbook
Extending Microsoft Dynamics 365 for Operations Cookbook

Extending Microsoft Dynamics 365 for Operations Cookbook: Create and extend real-world solutions using Dynamics 365 Operations

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Extending Microsoft Dynamics 365 for Operations Cookbook

Data Structures

In this chapter, we will cover the following recipes:

  • Creating enumerated types
  • Creating extended data types
  • Creating setup tables
  • Creating a parameter table
  • Creating main data tables
  • Creating order header tables
  • Creating order line tables

Introduction

In this chapter, we will cover the tasks required to write the data dictionary elements commonly used within Operations development.

Data structures in Operations are not just tables and views, but also include the ability to define a data dictionary. This is now called the Data Model in Operations. The data model hasn't changed much in structure since AX 2012, but is much more refined with many more features to aid development and minimize the footprint when extending standard tables and types.

This chapter does not cover creating extensions of standard types, but it does cover how to create types that allow your structures to be extensible. Extensibility is covered in Extending standard tables without customization footprint section of Chapter 7, Leveraging Extensibility .

Most development in Operations is based on patterns, even if we are not aware of it. For example, the Vendor and Customer...

Creating enumerated types

Enumerated types are called Base Enums in Operations, which are similar to enumerated types in C#. They are commonly referred to as Enums. It is an integer referenced as a symbol, which can be used in code to control logic. It can also be used as a field on a table that provides a fixed drop-down list to the user. When used as a field, it has the ability to provide user-friendly labels for each symbol.

Base Enums are usually only used as a drop-down list if we need to understand, in code, what each value means. They should contain a small number of options, and when used as a field, the list cannot be searched or extended by the user.

All Enums have to be defined in the data model before we use them and can't be defined within a class or method.

Base Enums are given the ability to be extensible in this release; the mechanics of this is covered in more detail in the There's more...

Creating extended data types

Extended Data Types are commonly referred to as EDTs. They extend base types, such as Strings and Integers by adding properties that affect the appearance, behavior, data (size), and table reference/relationships. This means that we can have types like Customer account that have a label, size, table relation information, and other properties that provide consistency and greater understanding within the data model.

Another example of an EDT is Name. Should we change the StringSize property of this field, all fields based on this EDT will be adjusted; and if we reduce the size, it will truncate the values to the new size.

All fields should be based on an EDT or an Enum, but they are not just used to enforce consistency in the Data model, but are used as types when writing code.

The EDT in this example will be a primary key field for a table that we will use later in the chapter.

...

Creating setup tables

In this section, we will create a group table. A group table is used as a foreign key on main tables, such as the customer group on the customer table and the vendor group on the vendor table; the customer and vendor tables are examples of main tables. Group tables have at least two fields, an ID and a Description field, but can contain more as required.

In this case, to aid flow, we will create the group table first.

Getting ready

We just need a Operations project open in Visual Studio.

How to do it...

We will create a Vehicle group table. We don't have much choice on the name in this as...

Creating a parameter table

A parameter table only contains one record per company. The table contains a list of fields, which can be defaults or company-specific options used in code to determine what should happen. The parameter table is usually created first, and the various fields that act as parameters are added as we create the solution.

This follows directly from the Creating setup tables recipe.

How to do it...

To create the parameter table follow these steps:

  1. Create a new table called ConWHSVehiclePararameters; again, the prefix and suffix is based on practice. Usually, the name will only be <Prefix>+<Module>+Parameters.
  2. Set the table's parameters as follows:

Property

Value

Label

Vehicle management parameters

Cache lookup...

Creating main data tables

In this section, we will create a main table, similar to the customer table. The steps are similar to the vehicle group, and we will abbreviate some of the steps we have already done. The pattern described in this recipe can be applied to any main table using your own data types.

The table in this example will be to store vehicle details. The table design will be as follows:

Field

Type

Size

EDT (: indicates extends)

VehicleId

String

20

ConWHSVehicleId : Num

VehicleGroupId

String

10

ConWHSVehicleGroupId

RegNum

String

10

ConWHSVehRegNum

AcquiredDate

Date

ConWHSAcquiredDate : TransDate

Getting ready

In order to follow these steps, the elements created earlier in this chapter must be created...

Creating order header tables

Order and line tables are used whenever we need a worksheet to enter data that is later acted upon. Once they have been processed, they should no longer be required. Reports should act upon the transactions that the order created, such as inventory transactions, sales ledger transactions, invoices, and more.

Getting ready

Although we will be using the tables created earlier, the pattern can be followed with your own solution.

How to do it...

We will first create the worksheet header table, which will be a vehicle service order table:

  1. Create a new table named ConWHSVehicleServiceTable...

Creating order line tables

This recipe continues from the previous order header table recipe. The example in this recipe is that we will have service order lines that reflect the work required on the vehicle. The concepts in this recipe can be applied to any order line table; to follow exactly, the previous recipes should be completed first.

How to do it...

To create the order line table, follow these steps:

  1. Create a new table named ConWHSVehicleServiceLine.
  2. Drag the following EDTs onto the table:
    • ConWHSVehicleServiceId
    • LineNum
    • ItemId (you may receive an error if you haven't referenced Application Suite)
    • ItemName
    • ConWHSVehicleServiceStatus
  1. Remove the ConWHSVehicle prefixes.
  2. The ServiceId and LineNum fields are usually controlled from code, so make them...
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Key benefits

  • • Follow practical and easy-to-grasp examples, illustrations and coding to make the most out of Dynamics 365 for Operations in your business scenario
  • • Extend Dynamics 365 for Operations in a cost-effective manner by using tools you already have
  • •Solve common business problems with the valuable features of Dynamics 365 for Operations

Description

Dynamics 365 for Operations is the ERP element of Microsoft’s new Dynamics 365 Enterprise Edition. Operations delivers the infrastructure to allow businesses to achieve growth and make better decisions using scalable and contemporary ERP system tools. This book provides a collection of “recipes” to instruct you on how to create—and extend—a real-world solution using Operations. All key aspects of the new release are covered, and insights into the development language, structure, and tools are discussed in detail. New concepts and patterns that are pivotal to elegant solution designs are introduced and explained, and readers will learn how to extend various aspects of the system to enhance both the usability and capabilities of Operations. Together, this gives the reader important context regarding the new concepts and the confidence to reuse in their own solution designs. This “cookbook” provides the ingredients and methods needed to maximize the efficiency of your business management using the latest in ERP software—Dynamics 365 for Operations.

Who is this book for?

This book is for those who are getting to grips with Dynamics 365 for Operations developers or those migrating from C# development. The guide includes information essential for new and experienced Dynamics 365 for Operations developers.

What you will learn

  • •Create enumerated and extended data types
  • •Understand the importance of using patterns and frameworks while creating a unique concept for your solution
  • •Service and deploy your code and packages to improve performance
  • •Write and perform unit tests to automate the testing process
  • •Design your security model and policies to provide code access privileges
  • •Construct the UI and business logic to add Power BI to dashboards
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Publication date : May 18, 2017
Length: 442 pages
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Language : English
ISBN-13 : 9781786467133
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Length: 442 pages
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ISBN-13 : 9781786467133
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Microsoft
Category :
Languages :

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Table of Contents

15 Chapters
Starting a New Project Chevron down icon Chevron up icon
Data Structures Chevron down icon Chevron up icon
Creating the User Interface Chevron down icon Chevron up icon
Application Extensibility, Form Code-Behind, and Frameworks Chevron down icon Chevron up icon
Business Intelligence Chevron down icon Chevron up icon
Security Chevron down icon Chevron up icon
Leveraging Extensibility Chevron down icon Chevron up icon
Data Management, OData, and Office Chevron down icon Chevron up icon
Consuming and Exposing Services Chevron down icon Chevron up icon
Extensibility Through Metadata and Data Date-Effectiveness Chevron down icon Chevron up icon
Unit Testing Chevron down icon Chevron up icon
Automated Build Management Chevron down icon Chevron up icon
Servicing Your Environment Chevron down icon Chevron up icon
Workflow Development Chevron down icon Chevron up icon
State Machines Chevron down icon Chevron up icon

Customer reviews

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L. Manuel Jun 04, 2018
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A lot of information is left out, like how to load the downloadable code into your Visual Studio solution. The answer is to Dynamics365>Import project.
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DNAunion May 02, 2018
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Here we go again. Another Packt book with errors. It's like no one bothers to review their books; they just slap them together and rush them out the door.Here's an example. It's not major, but if they can't get something this simple right ...Page 16 he says to "Create a folder for your projects ... in my example, I chose C:ProjectsTFS."Page 18 he says, "The Projects folder is the one we created earlier, which was C:ProjectSB in my case."Page 18 has a screenshot and it shows the folder as C:\Projects\SB.
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Samuel Ardila Sep 25, 2017
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Excellent Book
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Amazon Customer Aug 09, 2017
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Nice early development book on D365
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Naresh Aug 09, 2017
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Good book
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