Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition

Deepak Agarwal, Abhimanyu Singh

• Publisher: Packt Publishing
• Year: 2017
• ISBN:
  9781786466112
• Edition: 4
• Topic: Betriebswirtschaft
• Subtopic: Business Intelligence

Over 80 effective recipes to help you solve real-world Microsoft Dynamics 365 for Finance and Operations development problemsAbout This Book• Learn all about the enhanced functionalities of Dynamics 365 for Finance and Operations and master development best practices• Develop powerful projects using new tools and features• Work through easy-to-understand recipes with step-by-step instructions and useful screenshotsWho This Book Is ForIf you are a Dynamics AX developer primarily focused on delivering time-proven applications, then this book is for you. This book is also ideal for people who want to raise their programming skills above the beginner level, and at the same time learn the functional aspects of Dynamics 365 for Finance and Operations. Some X++ coding experience is expected.What You Will Learn• Explore data manipulation concepts in Dynamics 365 for Operations• Build scripts to assist data migration processes• Organize data in Dynamics 365 for Operations forms• Make custom lookups using AOT forms and dynamically generate them from X++ code• Create a custom electronic payment format and process a vendor payment using it• Integrate your application with Microsoft Office Suite and other external systems using various approaches• Export and import business data for further distribution or analysis• Improve your development efficiency and performanceIn DetailMicrosoft Dynamics 365 for Finance and Operations has a lot to offer developers. It allows them to customize and tailor their implementations to meet their organization's needs. This Development Cookbook will help you manage your company or customer ERP information and operations efficiently. We start off by exploring the concept of data manipulation in Dynamics 365 for Operations. This will also help you build scripts to assist data migration, and show you how to organize data in forms. You will learn how to create custom lookups using Application Object Tree forms and generate them dynamically.We will also show you how you can enhance your application by using advanced form controls, and integrate your system with other external systems. We will help you script and enhance your user interface using UI elements. This book will help you look at application development from a business process perspective, and develop enhanced ERP solutions by learning and implementing the best practices and techniques.Style and approachThe book follows a practical recipe-based approach, focusing on real-world scenarios and giving you all the information you need to build a strong Dynamics 365 for Finance and Operations implementation.

Working with Data in Forms

In this chapter, we will cover the following recipes:

• Using a number sequence handler
• Creating a custom filter control
• Creating a custom instant search filter
• Building a selected/available list
• Creating a wizard
• Processing multiple records
• Coloring records
• Adding an image to records

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.

Using a number sequence handler

As already discussed in the Creating a new number sequence recipe in Chapter 1, Processing Data, number sequences are widely used throughout the system as a part of the standard application. Dynamics 365 for Finance and Operations also provides a special number sequence handler class to be used in forms. It is called NumberSeqFormHandler and its purpose is to simplify the usage of record numbering on the user interface. Some of the standard Dynamics 365 for Finance and Operations forms, such as Customers or Vendors, already have this feature implemented.

This recipe shows you how to use the number sequence handler class. Although in this demonstration we will use an existing form, the same approach will be applied when creating brand new forms.

For demonstration purposes, we will use the existing Customer groups form located in Accounts receivable | Setup | Customers and change the Customer group field from manual to automatic numbering. We will use the number sequence created earlier, in the Creating a new number sequence recipe in Chapter 1, Processing Data.

How to do it...

Carry out the following steps in order to complete this recipe:

1. Create a new project, UsingNumberSeqhandler, create a new extension class CustGroup_Extension for the CustGroup form, and add the following code snippet to its class declaration:

 public NumberSeqFormHandler numberSeqFormHandler; 

2. Also, create a new method called numberSeqFormHandler() in the same class:

 public NumberSeqFormHandler numberSeqFormHandler() { if (!numberSeqFormHandler) { numberSeqFormHandler = NumberSeqFormHandler::newForm( 
 CustParameters::numRefCustGroupId().NumberSequenceId,
 this,this.CustGroup_ds,fieldNum(CustGroup,CustGroup));
 } return numberSeqFormHandler; }

3. To override the CustGroup data source's create() method, copy the OnCreating and OnCreated events from the data source and paste them in the class CustGroup_Extension with the following code snippet:

 [FormDataSourceEventHandler(formDataSourceStr(CustGroup, 
 CustGroup), FormDataSourceEventType::Creating)] public void CustGroup_OnCreating(FormDataSource sender, 
 FormDataSourceEventArgs e) { this.numberSeqFormHandler().formMethodDataSourceCreatePre(); } [FormDataSourceEventHandler(formDataSourceStr(CustGroup, 
 CustGroup), FormDataSourceEventType::Created)] public void CustGroup_OnCreated(FormDataSource sender, 
 FormDataSourceEventArgs e) { this.numberSeqFormHandler().formMethodDataSourceCreate(); } 

4. Then, to override its delete() method, subscribe to the OnDeleting event of the CustGroup data source and paste it in the extension class with the following code snippet:

 [FormDataSourceEventHandler(formDataSourceStr(CustGroup, 
 CustGroup), FormDataSourceEventType::Deleting)] public void CustGroup_OnDeleting(FormDataSource sender, 
 FormDataSourceEventArgs e) { this.numberSeqFormHandler().formMethodDataSourceDelete(); } 

5. Then, to override the data source's write() method, subscribe to the OnWritten event with the following code snippet:

 [FormDataSourceEventHandler(formDataSourceStr(CustGroup, 
 CustGroup), FormDataSourceEventType::Written)] public void CustGroup_OnWritten(FormDataSource sender, 
 FormDataSourceEventArgs e) { this.numberSeqFormHandler().formMethodDataSourceWrite(); }

6. Similarly, to override its validateWrite() method, subscribe to the OnValidatedWrite event of the CustGroup data source with the following code snippet:

 [FormDataSou...