Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook by Simon Buxton -- Read -- Imperial Library of Trantor

Index

Title Page Copyright and Credits

Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook Second Edition

Dedication About Packt

Why subscribe?

Contributors

About the author About the reviewers Packt is searching for authors like you

Preface

What this book covers Who this book is for

Download the example code files Conventions used

Sections

Getting ready How to do it… How it works… There's more… See also

Get in touch

Reviews

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...

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

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...

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...

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...

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...

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...

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...

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

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

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...

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

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...

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...

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...

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