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, 4th Edition

Over 80 effective recipes to help you solve real-world Microsoft Dynamics 365 for Finance and Operations development problems

Key Features

• 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 screenshots

Book Description

Microsoft 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.

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 performance

Table of Contents

1. Processing Data
2. Working with Forms
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

Deepak Agarwal is a Microsoft Certified Professional who has more than 6 years of relevant experience. He has worked with different versions of Axapta, such as AX 2009, AX 2012, and Dynamics 365. He has had a wide range of development, consulting, and leading roles, while always maintaining a significant role as a business application developer. Although his strengths are rooted in X++ development, he is a highly regarded developer and expert in the technical aspects of Dynamics AX development and customization. He has also worked on base product development with the Microsoft team.

He was awarded the Most Valuable Professional (MVP) award from Microsoft for Dynamics AX four times in a row, and he has held this title since 2013.

He shares his experience with Dynamics AX on his blog: Axapta V/s Me

Deepak has also worked on the following Packt books:

1. Microsoft Dynamics AX 2012 R3 Reporting Cookbook
2. Dynamics AX 2012 Reporting Cookbook
3. Microsoft Dynamics AX 2012 Programming: Getting Started

Abhimanyu Singh works as a Microsoft Dynamics 365 for Finance and Operations consultant. Since the start of his career in 2012, he has worked in the development and designing of business solutions for customers in supply chain management, banking, and finance domain using Microsoft technologies. He has several certifications, including the Microsoft Certified Dynamics Specialist certification.