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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

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...

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