Dynamics 365 for Finance and Operations Development …

1 Dynamics 365 for Finance and Operations Development Cookbook Fourth Edition Build extensive, powerful, and agile business solutions Deepak Agarwal Abhimanyu Singh BIRMINGHAM - MUMBAI. Dynamics 365 for Finance and Operations Development Cookbook Fourth Edition Copyright 2017 Packt Publishing All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews. Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

2 Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information. First published: December 2009. Second edition: May 2012. Third edition: April 2015. Fourth edition: August 2017. Production reference: 1100817. Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK. ISBN 978-1-78646-886-4. Credits Authors Copy Editor Deepak Agarwal Safis Editing Abhimanyu Singh Reviewer Project Coordinator Santosh Paruvella Prajakta Naik Commissioning Editor Proofreader Aaron Lazer Safis Editing Acquisition Editor Indexer Denim Pinto Francy Puthiry Content Development Editor Graphics Lawrence Veigas Abhinash Sahu Technical Editor Production Coordinator Mehul Singh Nilesh Mohite About the Authors Deepak Agarwal is a Microsoft Certified Professional who has more than 6 years of relevant experience.

3 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.

4 Microsoft Dynamics AX 2012 Programming: getting Started I would like to thank my wife for her support during this duration. Big thanks for her understanding while I spent late hours working on this book. Thanks to my co-author, Abhimanyu, and the Packt team for their support and efforts. 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. I would like to thank my parents, sister, and brother-in-law for their support and inspiration during the time spent on this book. Secondly, I wish to thank the co-author of this book, and my friend, Deepak Agarwal--a very experienced Dynamics AX consultant.

5 About the Reviewer Santosh Paruvella has 12 years of experience in Dynamics AX, and he has worked on various versions of it, from to 2012, and Dynamics 365 for Finance and Operations . He is presently working as a Technical Architect and Lead for various implementation projects, designing the solutions and leading the team towards successful implementations. I have got the chance to review this Dynamics 365 for Finance and Operations Development Cookbook, and I am very thankful to the Packt team and the author for this opportunity. This is a very good book for beginners to start with AX Development . For support files and downloads related to your book, please visit Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? You can upgrade to the eBook version at as a print book customer, you are entitled to a discount on the eBook copy.

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7 Amazon. com/ dp/ 1786468867. If you'd like to join our team of regular reviewers, you can e-mail us at We award our regular reviewers with free eBooks and videos in exchange for their valuable feedback. Help us be relentless in improving our products! This book is dedicated to my grandpa, the late Mr. Agarwal. You are always a blessing indeed. - Deepak Agarwal Table of Contents Preface 1. Chapter 1: Processing Data 8. Introduction 8. Creating a new project, package, and model 9. How to do 9. There's 13. Creating a new number sequence 14. How to do 15. How it 21. See also 21. Renaming the primary key 22. How to do 25. How it 28. Adding a document handling note 28. getting ready 29. How to do 30. How it 32. Using a normal table as a temporary table 32. How to do 33. How it 34. Copying a record 34. How to do 35. How it 37.

8 There's 38. Building a query object 39. How to do 40. How it 41. There's 42. Using the OR operator 43. See also 44. Using a macro in a SQL statement 44. How to do 45. How it 46. Executing a direct SQL statement 47. How to do 47. How it 50. There's 51. Enhancing the data consistency checks 53. getting ready 53. How to do 55. How it 57. There's 58. Using the date effectiveness feature 58. How to do 59. How it 62. Chapter 2: Working with Forms 63. Introduction 63. Creating dialogs using the RunBase framework 64. How to do 65. How it 69. Handling the dialog event 70. How to do 71. How it 75. See also 76. Creating dialogs using the SysOperation framework 76. getting ready 77. How to do 78. Building a dynamic form 86. How to do 87. How it 91. Adding a form splitter 93. How to do 94. How it 95. Creating a modal form 96. How to do 96.

9 How it 98. There's 98. See also 98. Modifying multiple forms dynamically 98. How to do 99. How it 101. Storing the last form values 101. How to do 102. []. How it 104. Using a tree control 105. How to do 106. How it 111. See also 112. Adding the View details link 112. How to do 113. How it 115. Selecting a form pattern 116. How to do it 116. Full list of form patterns 117. How to do 118. Creating a new form 121. getting ready 121. How to do 121. How it 126. Chapter 3: Working with Data in Forms 127. Introduction 127. Using a number sequence handler 128. How to do 128. How it 131. See also 132. Creating a custom filter control 132. How to do 133. How it 137. See also 138. Creating a custom instant search filter 138. How to do 138. How it 140. See also 141. Building a selected/available list 141. How to do 142. How it 146.

10 There's 147. Creating a wizard 151. How to do 152. How it 162. Processing multiple records 164. How to do 164. []. How it 167. Coloring records 168. getting ready 168. How to do 168. How it 169. See also 170. Adding an image to records 170. How to do 171. How it 172. There's 172. Displaying an image as part of a form 173. Saving a stored image as a file 175. Chapter 4: Building Lookups 179. Introduction 179. Creating an automatic lookup 180. How to do 180. How it 181. There's 181. Creating a lookup dynamically 183. How to do 184. How it 186. There's 187. Using a form to build a lookup 187. How to do 187. How it 191. See also 193. Building a tree lookup 193. How to do 193. How it 196. See also 197. Displaying a list of custom options 197. How to do 198. How it 200. There's 200. Displaying custom options in another way 200.