Extending Microsoft Dynamics 365 Finance and Supply Chain Management

Description

Cover Title Page Copyright and Credits Dedication About Packt Contributors Table of Contents Preface Chapter 1: Starting a New Project Technical requirements Creating the Azure DevOps project Getting ready How to do it... How it works... See also Connecting Visual Studio to Azure DevOps Getting ready How to do it... How it works... See also Creating a new package and model 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 Finance and Supply Chain Management' options The project-specific parameters Creating a Label file Getting ready How to do it... How it works... There's more... Chapter 2: Data Structures Technical requirements 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... There's more... A note on best practices Creating a parameter table How to do it... There's more... Capitalization of method names 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... Using the defaultField and initValue methods for setting field defaults 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... There's more... See also Chapter 3: Creating the User Interface Technical requirements 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... There's more... Creating a details transaction (order entry) form How to do it... How it works... See also Creating form parts Getting ready How to do it... How it works... Creating 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... Adding a filter to a workspace How to do it... How it works... There's more... Chapter 4: Working with Form Logic and Frameworks Technical requirement  Creating a table handler class How to do it... How it works... Creating a form handler class Getting ready How to do it... How it works... Hooking up a number sequence Getting ready How to do it... How it works... Number sequence setup 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... Updating form controls at runtime Getting ready How to do it... How it works... Chapter 5: Application Extensibility Technical requirement  Adding fields to a standard table Getting ready How to do it... How it works... There's more... More on structuring packages and projects Writing data-event handlers How to do it... How it works... There's more… Deciding between data-events or Chain of Command Pre- and post-event Handlers Using a Chain of Command to initialize data Getting ready How to do it... How this works... How to customize a document layout without an over-layer How to do it... How it works... There's more... More on report formats and print management Modifying a standard form Getting ready How to do it... How it works... There's more... Using Chain of Command with a form How to do it... How it works... Replacing a standard lookup with our own How to do it... How it works... Adding a form display method to a standard form How to do it... How it works... There's more... Chapter 6: Writing for Extensibility Technical requirements  Writing and using delegates How to do it... How it works... There's more... Using the attribute framework to construct classes How to do it... How it works... Creating a purchase order programmatically Getting ready How to do it... How it works... Creating a facade How to do it... How it works... Defining business actions in data How to do it... How it works... There's more... Creating a SysOperation process How to do it... How it works... There's more... Calling the 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... Using SysOperationSandbox How to do it... How it works... Chapter 7: Advanced Data Handling Technical requirements Implementing table inheritance Getting ready How to do it... How it works... Using menu items to create records for tables that use inheritance Getting ready How to do it... How it works... Using date-time effectiveness Getting ready How to do it... Create the date-time effective table Adjust the vehicle details form so that it includes the new "date-time effective" odometer table Reviewing the results of updating a date-time effective table in SQL Writing a form so that we can see the current and previous state of the data How it works... Creating a view with a query and computed columns Getting ready How to do it... How it works... There's more... Chapter 8: Business Events Technical requirements Creating a new business event Getting ready How to do it... How it works... There's more... See also Creating an Azure Service Bus queue How to do it... How it works... See also Configuring the business event to use a Service Bus queue How to do it... How it works... Creating a Microsoft Flow to receive the Service Bus queue message How to do it... How it works... See also Receiving messages in SCM from the Service Bus Getting started How to do it... How it works... There's more... Chapter 9: Security Technical requirements 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... 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 Chapter 10: Data Management, OData, and Office Technical requirement  Introduction Creating a data entity with an Edit in Excel experience Getting ready How to do it... How it works... There's more... Data entities on tables that use inheritance See also Extending standard data entities Getting ready How to do it... How it works... There's more... Importing data through the 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 Chapter 11: Consuming and Exposing Services Technical requirement Creating a service Getting ready How to do it... How it works... Consuming a SOAP service in an external application Getting ready How to do it... How it works... See also Consuming a JSON service in an external application Getting ready How to do it... How it works... There's more... See also... Consuming an external service within F&O Getting ready How to do it... How it works... Chapter 12: Unit Testing Technical requirements 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... There's more... Creating an Acceptance test library entity class Getting ready How to do it... How it works... There's more... Creating an Acceptance test library specification class Getting ready How to do it How it works... Creating an Acceptance test library data class Getting ready How to do it... How it works... Creating an Acceptance test library data class structure Getting ready How to do it... How it works... Creating an Acceptance test library class that ensures a process can be done Getting ready How to do it How it works... See also Chapter 13: Automated Build Management Technical requirements Creating a Team Services Build Agent Pool Getting ready How to do it... How it works... Setting up a build server Getting ready How to do it... How it works... See also Managing build operations Getting ready How to do it... How it works... See also Releasing a build to User Acceptance Testing Getting ready How to do it... How it works... Chapter 14: Workflow Development Technical requirements 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... Chapter 15: State Machines Technical requirements 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... Other Books You May Enjoy Index