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Title Page
Copyright
Extending Microsoft Dynamics 365 for Operations Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface
What this book covers
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
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
Getting ready
How to do it...
How it works...
There's more...
See also
Creating a new Model and Packages
Getting ready
How to do it...
How it works...
There's more...
Prefixes and naming conventions
Configuring project and build options
Getting ready
How to do it...
Dynamics 365 for Operations' options
The project-specific parameters
There's more...
Creating a Label file
Getting ready
How to do it...
How it works...
There's more...
Data Structures
Introduction
Creating enumerated types
Getting ready
How to do it...
How it works...
There's more...
Using Enums for comparison and status
Extensibility in Base Enums
Creating extended data types
Getting ready
How to do it...
How it works...
There's more...
Creating setup tables
Getting ready
How to do it...
How it works...
Creating a parameter table
How to do it...
There's more...
Copying and pasting methods to save time
Optimistic concurrency and selectForUpdate
See also
Creating main data tables
Getting ready
How to do it...
How it works...
There's more...
More on indexes
See also
Creating order header tables
Getting ready
How to do it...
How it works...
There's more...
Creating order line tables
How to do it...
How it works...
See also
Creating the User Interface
Introduction
Creating the menu structure
Getting ready
How to do it...
How it works...
Creating a parameter form
How to do it...
How it works...
There's more...
See also
Creating menu items
Getting ready
How to do it...
How it works...
Creating setup forms
How to do it...
How it works...
There's more...
Creating details master (main table) forms
How to do it...
How it works...
Creating a details transaction (order entry) form
How to do it...
How it works...
Creating form parts
Getting ready
How to do it...
How it works...
Create tiles with counters for the workspace
Getting ready
How to do it...
How it works...
There's more...
Creating a workspace
How to do it...
How it works...
There's more...
Application Extensibility, Form Code-Behind, and Frameworks
Introduction
Creating a handler class using the Application Extension factory
Getting ready
How to do it...
How it works...
There's more...
See also...
Hooking up a number sequence
Getting ready
How to do it...
How it works...
Number sequence set up
Hooking up the number sequence
There's more...
Creating a create dialog for details transaction forms
Getting ready
How to do it...
How it works...
Creating a SysOperation process
How to do it...
How it works...
There's more...
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
Getting ready
How to do it...
How it works...
Business Intelligence
Introduction
Creating aggregate dimensions
Getting ready
How to do it...
How it works...
See also
Creating aggregate measures
Getting ready
How to do it...
How it works...
Creating aggregate data entities
Getting ready
How to do it...
How it works...
Creating and using key performance indicators
Getting ready
How to do it...
How it works...
There's more...
Security
Introduction
Creating privileges
Getting ready
How to do it...
How it works...
There's more...
Impact on licensing
See also
Creating duties
How to do it...
How it works...
There's more...
Creating security roles
How to do it...
How it works...
See also...
Creating policies
How to do it...
How it works...
There's more...
See also...
Leveraging Extensibility
Introduction
Extending standard tables without customization footprint
Getting ready
How to do it...
How it works...
There's more...
Creating data-event handler methods
Getting ready
How to do it...
How it works...
There's more...
How to customize a document layout without an over-layer
How to do it...
How it works...
There more...
Creating event handler methods
Getting ready
How to do it...
How it works...
Extending standard forms without customization footprint
Getting ready
How to do it...
How it works...
There's more...
Using a form event handler to replace a lookup
Getting ready
How to do it...
How it works...
Creating your own query functions
How to do it...
How it works...
Data Management, OData, and Office
Introduction
Creating a data entity
Getting ready
How to do it...
How it works...
There's more...
See also
Extending standard data entities
Getting ready
How to do it...
How it works...
There's more...
Importing data through Data Import/Export Framework
Getting ready
How to do it...
How it works...
See also
Reading, writing, and updating data through OData
Getting ready
How to do it...
How it works...
See also
Consuming and Exposing Services
Introduction
Creating a service
Getting ready
How to do it...
How it works...
Consuming a Dynamics 365 for Operations SOAP service
Getting ready
How to do it...
How it works...
See also
Consuming a Dynamics 365 for Operations JSON service
Getting ready
How to do it...
How it works...
There's more...
See also...
Consuming an external service within Dynamics 365 for Operations
Getting ready
How to do it...
How it works...
There's more...
Extensibility Through Metadata and Data Date-Effectiveness
Introduction
Using metadata for data access
Getting ready...
How to do it...
How it works...
Using Interfaces for extensibility through metadata
Getting ready...
How to do it...
How it works...
Making data date-effective
Getting ready...
How to do it...
How it works...
There's more...
Unit Testing
Introduction
Creating a Form Adaptor project
Getting ready
How to do it...
How it works...
Creating a Unit Test project
Getting ready
How to do it...
How it works...
Creating a Unit Test case for code
Getting ready
How to do it...
How it works...
Creating a test case from a task recording
Getting ready
How to do it...
How it works...
Automated Build Management
Introduction
Creating a Team Services Build Agent Queue
Getting ready
How to do it...
How it works...
Setting up a build server
Getting ready
How to do it...
How it works...
There's more...
See also
Managing build operations
Getting ready
How to do it...
How it works...
Releasing a build to User Acceptance Testing
Getting ready
How to do it...
How it works...
Servicing Your Environment
Introduction
Applying metadata fixes
Getting ready
How to do it...
How it works...
There's more...
See also
Applying binary updates
Getting ready
How to do it...
How it works...
See also
Servicing the build server
Getting ready
How to do it...
How it works...
Servicing the Sandbox - Standard Acceptance Test environment
Getting ready
How to do it...
How it works...
There's more...
Servicing production
See also
Workflow Development
Introduction
Creating a workflow type
Getting ready
How to do it...
How it works...
See also...
Creating a workflow approval
Getting ready
How to do it...
How it works...
Creating a manual workflow task
Getting ready
How to do it...
How it works...
Hooking up a workflow to the user interface
Getting ready
How to do it...
How it works...
Creating a sample workflow design
Getting ready
How to do it...
How it works...
State Machines
Introduction
Creating a state machine
Getting ready
How to do it...
How it works...
Creating a state machine handler class
Getting ready
How to do it...
How it works...
There's more...
Using menu items to control a state machine
Getting ready
How to do it...
How it works...
Hooking up the state machine to a workflow
Getting ready
How to do it...
How it works...
There's more...
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