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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

Creating a wizard

Wizards in Dynamics 365 for Finance and Operations are used to help a user to perform a specific task. An example of a standard Dynamics 365 for Finance and Operations wizards is the Number Sequence Wizard.

Normally, a wizard is presented to a user as a form with a series of steps. During the wizard run, all the user's inputs are collected and committed to the database. Then, the user presses the Finish button on the last wizard page.

In this recipe, we will create a new wizard to create main accounts. First, we will use the standard Dynamics 365 for Finance and Operations wizard to create a framework, and then we will add some additional controls manually.

How to do it...

Carry out the following steps...

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