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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

Export API

The Export API is used to provide custom export options such as Open in Excel options that are manually added via the Export API.

In this recipe, we will show how to use the Export API to provide custom export options by adding an explicit button for Open in Excel experiences. The label shown on the button should usually be Open target in Excel where the target is the name of the target data, such as Vendors or catalog. The code behind such a button will be for obtaining the template to be used. Add the desired filter and pass the template to the user.

How to do it...

Carry out the following steps in order to complete this recipe:

  1. Start Visual Studio 2015 by opening the previously created project, or create a new...
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