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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

What this book covers

Chapter 1, Processing Data, focuses on data manipulation. It explains how to build data queries, check and modify existing data, read and write external files, and use data effectively.

Chapter 2, Working with Forms, covers various aspects of building forms in Dynamics 365 for Finance and Operations. In this chapter, dialogs and their events are explained. Also, various useful features, such as splitters, tree controls, and checklists, are explained.

Chapter 3, Working with Data in Forms, basically supplements Chapter 2, Working with Forms, and explains the data organization in forms. The examples in this chapter include instructions for building filter controls on forms, processing multiple records, and working with images and colors.

Chapter 4, Building Lookups, covers all kinds of lookups in the system. This chapter starts with a simple, automatically generated lookup, continues with more advanced ones, and finishes with standard Windows lookups, such as the file selection dialog and the color picker.

Chapter 5, Processing Business Tasks, explains how to use the Dynamics 365 for Finance and Operations business logic API. In this chapter, topics such as how to process journals, purchase orders, and sales orders are discussed. Other features, such as posting ledger vouchers, modifying transaction texts, and creating electronic payment formats, are included as well.

Chapter 6, Data Management, explains the data management and data entity concepts, how to build a data entity, data packages, and import and export in Dynamics 365 for Financial and Operations.

Chapter 7, Integration with Microsoft Office, explains how to configure and use the Excel Data Connector add-in, and design Excel workbooks with the data feed from Dynamics 365 from Operations using OData. It also covers how to use the export API and document management.

Chapter 8, Integration with Power BI, explains the configuration of Power BI and its integration with Dynamics 365 for Financial and Operations to develop interactive dashboards and embed them in Dynamics 365 for Financial and Operations workspaces.

Chapter 9, Integration with Services, explains how to use services in Dynamics 365 for Financial and Operations. This chapter covers how to create services, authentication, SOAP applications, JSON applications, and OData services. It also demonstrates how to consume external services.

Chapter 10, Improving Development Efficiency and Performance, presents a few ideas on how to make daily development tasks easier. It discusses how system performance can be improved by following several simple rules. This chapter explains how to calculate code execution time, how to write efficient SQL statements, and how to properly cache display methods.

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