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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 2. Working with Forms FREE CHAPTER 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

Introduction

This chapter basically supplements the previous one and explains data organization in forms in the new Dynamics 365 for Finance and Operations. It shows how to add custom filters to forms to allow users to filter data and create record lists for quick data manipulation.

This chapter also discusses how the displaying of data can be enhanced by adding icons to record lists and trees, and how normal images can be stored along with the data by reusing the existing Dynamics 365 for Finance and Operations application objects.

A couple of recipes will show you how to create wizards in the new Dynamics 365 for Finance and Operations to guide users through complex tasks. This chapter will also show several approaches to capturing user-selected records on forms for further processing, and ways to distinguish specific records by coloring them.

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