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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

Adding the View details link

Dynamics 365 for Finance and Operations has a very useful feature that allows the user to open the main record form with just a few mouse clicks on the current form. The feature is called View details and is available in the right-click context menu on some controls. It is based on table relationships and is available for those controls whose data fields have foreign key relationships with other tables.

Because of the data structure's integrity, the View details feature works most of the time. However, when it comes to complex table relations, it does not work correctly or does not work at all. Another example of when this feature does not work automatically is when the display or edit methods are used on a form. In these and many other cases, the View details feature has to be implemented manually.

In this recipe, to demonstrate how it works...

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