Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition电子书

Title Page

Fourth Edition

Copyright

Dynamics 365 for Finance and Operations Development Cookbook

Fourth Edition

Credits

About the Authors

About the Reviewer

www.PacktPub.com

Why subscribe?

Customer Feedback

Dedication

Preface

What this book covers

Exceptions and considerations

What you need for this book

Who this book is for

Sections

Getting ready

How to do it...

How it works...

There's more...

See also

Conventions

Reader feedback

Customer support

Downloading the example code

Errata

Piracy

Questions

Processing Data

Introduction

Creating a new project, package, and model

How to do it...

There's more...

Creating a new number sequence

How to do it...

How it works...

See also

Renaming the primary key

How to do it...

How it works...

Adding a document handling note

Getting ready

How to do it...

How it works...

Using a normal table as a temporary table

How to do it...

How it works...

Copying a record

How to do it...

How it works...

There's more...

Building a query object

How to do it...

How it works...

There's more...

Using the OR operator

See also

Using a macro in a SQL statement

How to do it...

How it works...

Executing a direct SQL statement

How to do it...

How it works...

There's more...

Enhancing the data consistency checks

Getting ready

How to do it...

How it works...

There's more...

Using the date effectiveness feature

How to do it...

How it works...

Working with Forms

Introduction

Creating dialogs using the RunBase framework

How to do it...

How it works...

Handling the dialog event

How to do it...

How it works...

See also

Creating dialogs using the SysOperation framework

Getting ready

How to do it...

Building a dynamic form

How to do it...

How it works...

Adding a form splitter

How to do it...

How it works...

Creating a modal form

How to do it...

How it works...

There's more...

See also

Modifying multiple forms dynamically

How to do it...

How it works...

Storing the last form values

How to do it...

How it works...

Using a tree control

How to do it...

How it works...

See also

Adding the View details link

How to do it...

How it works...

Selecting a form pattern

How to do it

Full list of form patterns

How to do it...

Creating a new form

Getting ready

How to do it...

How it works...

Working with Data in Forms

Introduction

Using a number sequence handler

How to do it...

How it works...

See also

Creating a custom filter control

How to do it...

How it works...

See also

Creating a custom instant search filter

How to do it...

How it works...

See also

Building a selected/available list

How to do it...

How it works...

There's more...

Creating a wizard

How to do it...

How it works...

Processing multiple records

How to do it...

How it works...

Coloring records

Getting ready

How to do it...

How it works...

See also

Adding an image to records

How to do it...

How it works...

There's more...

Displaying an image as part of a form

Saving a stored image as a file

Building Lookups

Introduction

Creating an automatic lookup

How to do it...

How it works...

There's more...

Creating a lookup dynamically

How to do it...

How it works...

There's more...

Using a form to build a lookup

How to do it...

How it works...

See also

Building a tree lookup

How to do it...

How it works...

See also

Displaying a list of custom options

How to do it...

How it works...

There's more...

Displaying custom options in another way

How to do it...

How it works...

There's more...

Building a lookup based on the record description

How to do it...

How it works...

There's more...

Building the browse for folder lookup

How to do it...

How it works...

There's more...

Creating a color picker lookup

How to do it...

How it works...

Processing Business Tasks

Introduction

Using a segmented entry control

How to do it...

How it works...

There's more...

See also

Creating a general journal

How to do it...

How it works...

There's more

See also

Posting a general journal

How to do it...

How it works...

See also

Processing a project journal

How to do it...

How it works...

There's more...

Creating and posting a ledger voucher

How to do it...

How it works...

See also

Changing an automatic transaction text

Getting ready

How to do it...

How it works...

There's more...

Creating a purchase order

How to do it...

How it works...

There's more...

Posting a purchase order

How to do it...

How it works...

There's more...

Creating a sales order

How to do it...

How it works...

There's more...

Posting a sales order

How to do it...

How it works...

There's more...

Creating an electronic payment format

How to do it...

How it works...

Data Management

Introduction

Data entities

Getting ready

How to do it...

How it works...

There's more...

Building a data entity with multiple data sources

How to do it...

How it works...

There's more...

Data packages

Getting ready...

How to do it...

There's more...

See also

Data migration

Getting ready

How to do it...

How it works...

Importing data

How to do it...

How it works...

Troubleshooting

Getting ready

How to do it...

How it works...

There's more...

Integration with Microsoft Office

Introduction

Configuring and using the Excel Data Connector add-in

How to do it...

How it works...

Using Workbook Designer

How to do it...

How it works...

Export API

How to do it...

How it works...

Lookup in Excel - creating a custom lookup

How to do it...

How it works...

Document management

How to do it...

How it works...

There's more...

Integration with Power BI

Introduction

Configuring Power BI

How to do it...

How it works...

There's more...

See also

Consuming data in Excel

How to do it...

How it works...

See also

Integrating Excel with Power BI

How to do it...

How it works...

See also

Developing interactive dashboards

How to do it...

How it works...

Embedding Power BI visuals

How to do it...

How it works...

Integration with Services

Introduction

Authenticating a native client app

Getting ready

How to do it...

How it works...

There's more...

See also

Creating a custom service

Getting ready

How to do it...

How it works...

Consuming custom services in JSON

Getting ready

How to do it...

How it works...

There's more...

Consuming custom services in SOAP

Getting ready

How to do it...

How it works...

Consuming OData services

Getting ready

How to do it...

How it works...

There's more...

See also

Consuming external web services

Getting ready

How to do it...

How it works...

There's more...

See also

Improving Development Efficiency and Performance

Introduction

Using extensions

How to do it...

How it works...

Caching a display method

How to do it...

How it works...

There's more...

Calculating code execution time

How to do it...

How it works...

There's more...

Enhancing insert, update, and delete operations

How to do it...

How it works...

There's more...

Using delete_from

Using update_recordSet for faster updates

Writing efficient SQL statements

How to do it...

How it works...

There's more...

See also

Using event handler

How to do it...

How it works...

There's more...

Creating a Delegate method

Getting ready...

How to do it...

How it works...

There's more...

See also