Dynamics 365 for finance and operations development cookbook : build extensive, powerful, and agile business solutions / Deepak Agarwal, Abhimanyu Singh.

Format:

Book

Author/Creator:

Agarwal, Deepak, author.

Singh, Abhimanyu, author.

Language:

English

Subjects (All):

Microsoft Dynamics AX.

SQL server.

Business logistics--Data processing.

Business logistics.

Physical Description:

1 online resource (470 pages) : illustrations

Edition:

Fourth edition.

Other Title:

Dynamics three hundred sixty-five for finance and operations development cookbook

Place of Publication:

Birmingham, England ; Mumbai, [India] : Packt Publishing, 2017.

System Details:

text file

Biography/History:

Singh Abhimanyu: Abhimanyu Singh works as a Microsoft Dynamics 365 for Finance and Operations consultant. Since the start of his career in 2012, he has worked in the development and designing of business solutions for customers in supply chain management, banking, and finance domain using Microsoft technologies. He has several certifications, including the Microsoft Certified Dynamics Specialist certification. Agarwal Deepak: Deepak Agarwal is a Microsoft Certified Professional who has more than 6 years of relevant experience. He has worked with different versions of Axapta, such as AX 2009, AX 2012, and Dynamics 365. He has had a wide range of development, consulting, and leading roles, while always maintaining a significant role as a business application developer. Although his strengths are rooted in X++ development, he is a highly regarded developer and expert in the technical aspects of Dynamics AX development and customization. He has also worked on base product development with the Microsoft team. He was awarded the Most Valuable Professional (MVP) award from Microsoft for Dynamics AX four times in a row, and he has held this title since 2013. He shares his experience with Dynamics AX on his blog: Axapta V/s Me Deepak has also worked on the following Packt books: Microsoft Dynamics AX 2012 R3 Reporting Cookbook Dynamics AX 2012 Reporting Cookbook Microsoft Dynamics AX 2012 Programming: Getting Started

Summary:

Over 80 effective recipes to help you solve real-world Microsoft Dynamics 365 for Finance and Operations development problems About This Book Learn all about the enhanced functionalities of Dynamics 365 for Finance and Operations and master development best practices Develop powerful projects using new tools and features Work through easy-to-understand recipes with step-by-step instructions and useful screenshots Who This Book Is For If you are a Dynamics AX developer primarily focused on delivering time-proven applications, then this book is for you. This book is also ideal for people who want to raise their programming skills above the beginner level, and at the same time learn the functional aspects of Dynamics 365 for Finance and Operations. Some X++ coding experience is expected. What You Will Learn Explore data manipulation concepts in Dynamics 365 for Operations Build scripts to assist data migration processes Organize data in Dynamics 365 for Operations forms Make custom lookups using AOT forms and dynamically generate them from X++ code Create a custom electronic payment format and process a vendor payment using it Integrate your application with Microsoft Office Suite and other external systems using various approaches Export and import business data for further distribution or analysis Improve your development efficiency and performance In Detail Microsoft Dynamics 365 for Finance and Operations has a lot to offer developers. It allows them to customize and tailor their implementations to meet their organization's needs. This Development Cookbook will help you manage your company or customer ERP information and operations efficiently. We start off by exploring the concept of data manipulation in Dynamics 365 for Operations. This will also help you build scripts to assist data migration, and show you how to organize data in forms. You will learn how to create custom lookups using Application Object Tree forms and generate them dynamically. We will also show you how you can enhance your application by using advanced form controls, and integrate your system with other external systems. We will help you script and enhance your user interface using UI elements. This book will help you look at application development from a business process perspective, and develop enhanced ERP solutions by learning and implementing the best practices and techniques. Style and approach The book follows a practical recipe-based approach, focusing on real-w...

Contents:

Cover

Copyright

Credits

About the Authors

About the Reviewer

www.PacktPub.com

Customer Feedback

Table of Contents

Preface

Chapter 1: Processing Data

Introduction

Creating a new project, package, and model

How to do it...

There's more...

Creating a new number sequence

How it works...

See also

Renaming the primary key

Adding a document handling note

Getting ready

Using a normal table as a temporary table

Copying a record

Building a query object

Using the OR operator

Using a macro in a SQL statement

Executing a direct SQL statement

Enhancing the data consistency checks

Using the date effectiveness feature

Chapter 2: Working with Forms

Creating dialogs using the RunBase framework

Handling the dialog event

Creating dialogs using the SysOperation framework

Building a dynamic form

Adding a form splitter

Creating a modal form

Modifying multiple forms dynamically

Storing the last form values

Using a tree control

How to do it.

How it works...

Adding the View details link

Selecting a form pattern

How to do it

Full list of form patterns

Creating a new form

Chapter 3: Working with Data in Forms

Using a number sequence handler

Creating a custom filter control

Creating a custom instant search filter

Building a selected/available list

Creating a wizard

Processing multiple records

Coloring records

Adding an image to records

Displaying an image as part of a form

Saving a stored image as a file

Chapter 4: Building Lookups

Creating an automatic lookup

Creating a lookup dynamically

Using a form to build a lookup

Building a tree lookup

Displaying a list of custom options

Displaying custom options in another way

Building a lookup based on the record description

Building the browse for folder lookup

There's more.

Creating a color picker lookup

Chapter 5: Processing Business Tasks

Using a segmented entry control

Creating a general journal

There's more

Posting a general journal

Processing a project journal

Creating and posting a ledger voucher

Changing an automatic transaction text

Creating a purchase order

Posting a purchase order

Creating a sales order

Posting a sales order

Creating an electronic payment format

Chapter 6: Data Management

Data entities

Building a data entity with multiple data sources

Data packages

Getting ready...

Data migration

Importing data

Troubleshooting

Chapter 7: Integration with Microsoft Office

Configuring and using the Excel Data Connector add-in

Using Workbook Designer

Export API

Lookup in Excel - creating a custom lookup

Document management

Chapter 8: Integration with Power BI

Configuring Power BI

Consuming data in Excel

Integrating Excel with Power BI

Developing interactive dashboards

Embedding Power BI visuals

Chapter 9: Integration with Services

Authenticating a native client app

Creating a custom service

Consuming custom services in JSON

Consuming custom services in SOAP

Consuming OData services

Consuming external web services

Chapter 10: Improving Development Efficiency and Performance

Using extensions

Caching a display method

Calculating code execution time

Enhancing insert, update, and delete operations

Using delete_from

Using update_recordSet for faster updates.

Writing efficient SQL statements

Using event handler

Creating a Delegate method

Index.

Notes:

Includes index.

Description based on online resource; title from PDF title page (ebrary, viewed September 8, 2017).

OCLC:

1003645563