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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

Building a lookup based on the record description

Normally, data lookups in Dynamics 365 for Finance and Operations display a list of records where the first column always contains a value, which is returned to a calling form. The first column in the lookup normally contains a unique record identification value, which is used to build relations between tables. For example, the Customer lookup displays the customer account number, the customer name, and some other fields; the Inventory item lookup displays the item number, the item name, and other fields.

In some cases, the record identifier can be not so informative. For example, it is much more convenient to display a person's name versus its number. In the standard application, you can find a number of places where the contact person is displayed as a person's name, even though the actual table relation is based on...

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