Extending Microsoft Dynamics 365 for operations cookbook : extend the potential of your Dynamics 365 for operations implementation / Simon Buxton.

Format:

Book

Author/Creator:

Buxton, Simon, author.

Language:

English

Subjects (All):

Microsoft Dynamics AX.

Management information systems--Software.

Management information systems.

Enterprise resource planning--Software.

Enterprise resource planning.

Physical Description:

1 online resource (433 pages) : illustrations

Edition:

1st edition

Place of Publication:

Birmingham, [England] : Packt, 2017.

System Details:

text file

Biography/History:

Buxton Simon: Simon Buxton has worked with Dynamics 365 Finance and Supply Chain Management since its earliest incarnations, starting with the product in early 1999 when Dynamics 365 Finance and Supply Chain Management was known as Damgaard Axapta 1. 5. Simon has been the technical lead on many highly challenging technical projects in countries all around the world. These projects included complex integrations with on-premises and external systems, ISV solutions, and many technically challenging customer solutions. Now working with Binary, he was part of a team that implemented the first Dynamics 365 Finance and Supply Chain Management implementation as part of the Community Technical Preview (CTP) program, which led to the close working relationship with Microsoft that made this book possible

Summary:

Have the best tools at your fingertips to extend and maximize the efficiency of your business management About This Book Follow practical and easy-to-grasp examples, illustrations and coding to make the most out of Dynamics 365 for Operations in your business scenario Extend Dynamics 365 for Operations in a cost-effective manner by using tools you already have Solve common business problems with the valuable features of Dynamics 365 for Operations Who This Book Is For This book is for those who are getting to grips with Dynamics 365 for Operations developers or those migrating from C# development. The guide includes information essential for new and experienced Dynamics 365 for Operations developers. What You Will Learn Create enumerated and extended data types Understand the importance of using patterns and frameworks while creating a unique concept for your solution Service and deploy your code and packages to improve performance Write and perform unit tests to automate the testing process Design your security model and policies to provide code access privileges Construct the UI and business logic to add Power BI to dashboards In Detail Dynamics 365 for Operations is the ERP element of Microsoft's new Dynamics 365 Enterprise Edition. Operations delivers the infrastructure to allow businesses to achieve growth and make better decisions using scalable and contemporary ERP system tools. This book provides a collection of ?recipes? to instruct you on how to create - and extend - a real-world solution using Operations. All key aspects of the new release are covered, and insights into the development language, structure, and tools are discussed in detail. New concepts and patterns that are pivotal to elegant solution designs are introduced and explained, and readers will learn how to extend various aspects of the system to enhance both the usability and capabilities of Operations. Together, this gives the reader important context regarding the new concepts and the confidence to reuse in their own solution designs. This ?cookbook? provides the ingredients and methods needed to maximize the efficiency of your business management using the latest in ERP software - Dynamics 365 for Operations. Style and approach The book takes a practical recipe-based approach, focusing on real-world scenarios and giving you all the information you need to build a strong Dynamics 365 for Operations implementation.

Contents:

Cover

Copyright

Credits

About the Author

About the Reviewers

www.PacktPub.com

Customer Feedback

Table of Contents

Preface

Chapter 1: Starting a New Project

Introduction

Creating the Visual Studio Team Services project

Getting ready

How to do it...

How it works...

See also...

Connecting Visual Studio to Visual Studio Team Services

There's more...

See also

Creating a new Model and Packages

Prefixes and naming conventions

Configuring project and build options

Dynamics 365 for Operations' options

The project-specific parameters

Creating a Label file

Chapter 2: Data Structures

Creating enumerated types

Using Enums for comparison and status

Extensibility in Base Enums

Creating extended data types

Creating setup tables

Creating a parameter table

Copying and pasting methods to save time

Optimistic concurrency and selectForUpdate

Creating main data tables

More on indexes

Creating order header tables

Creating order line tables

Chapter 3: Creating the User Interface

Creating the menu structure.

Getting ready

Creating a parameter form

Creating menu items

Creating setup forms

Creating details master (main table) forms

Creating a details transaction (order entry) form

Creating form parts

Create tiles with counters for the workspace

Creating a workspace

Chapter 4: Application Extensibility, Form Code-Behind, and Frameworks

Creating a handler class using the Application Extension factory

Hooking up a number sequence

Number sequence set up

Hooking up the number sequence

Creating a create dialog for details transaction forms

Creating a SysOperation process

Executing code using the batch framework

Calling a process from a form

Using the data contract to make changes to the dialog

Adding an interface to the SysOperation framework

Chapter 5: Business Intelligence

Creating aggregate dimensions

Creating aggregate measures

How it works.

Creating aggregate data entities

Creating and using key performance indicators

Chapter 6: Security

Creating privileges

Impact on licensing

Creating duties

There's more…

Creating security roles

Creating policies

Chapter 7: Leveraging Extensibility

Extending standard tables without customization footprint

Creating data-event handler methods

How to customize a document layout without an over-layer

There more...

Creating event handler methods

Extending standard forms without customization footprint

Using a form event handler to replace a lookup

Creating your own query functions

Chapter 8: Data Management, OData, and Office

Creating a data entity

Extending standard data entities

Importing data through Data Import/Export Framework

See also.

Reading, writing, and updating data through OData

Chapter 9: Consuming and Exposing Services

Creating a service

Consuming a Dynamics 365 for Operations SOAP service

Consuming a Dynamics 365 for Operations JSON service

Consuming an external service within Dynamics 365 for Operations

Chapter 10: Extensibility Through Metadata and Data Date-Effectiveness

Using metadata for data access

Getting ready...

Using Interfaces for extensibility through metadata

Making data date-effective

Chapter 11: Unit Testing

Creating a Form Adaptor project

Creating a Unit Test project

Creating a Unit Test case for code

Creating a test case from a task recording

Chapter 12: Automated Build Management

Creating a Team Services Build Agent Queue

Setting up a build server

Managing build operations

Releasing a build to User Acceptance Testing

Chapter 13: Servicing Your Environment

Applying metadata fixes

Applying binary updates

Servicing the build server

Servicing the Sandbox - Standard Acceptance Test environment

Servicing production

Chapter 14: Workflow Development

Creating a workflow type

Creating a workflow approval

Creating a manual workflow task

Hooking up a workflow to the user interface

Creating a sample workflow design

Chapter 15: State Machines

Creating a state machine

Creating a state machine handler class

Using menu items to control a state machine

Hooking up the state machine to a workflow

Index.

Notes:

Includes index.

Description based on online resource; title from PDF title page (ebrary, viewed June 14, 2017).

ISBN:

9781786463302

178646330X

OCLC:

989780316