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Dynamics 365 for Finance and Operations Development Cookbook

You're reading from   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

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Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781786468864
Length 480 pages
Edition 4th Edition
Languages
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Authors (2):
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Abhimanyu Singh Abhimanyu Singh
Author Profile Icon Abhimanyu Singh
Abhimanyu Singh
 Agarwal Agarwal
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Agarwal
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Toc

Table of Contents (18) Chapters Close

Title Page
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Customer Feedback
Dedication
Preface
1. Processing Data FREE CHAPTER 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

Using a form to build a lookup


For the most complex scenarios, where you need some advance lookups with more options on data filtration or selection; Dynamics 365 for Finance and Operations offers the possibility to create and use a form as a lookup, by creating a new form.

Similar to forms, the form lookups support various features, such as tab pages, event handling, complex logic, and so on. In this recipe, we will demonstrate how to create a lookup using a form. As an example, we will modify the standard customer account lookup to display only the customers who are not placed on hold for invoicing and delivery.

How to do it...

  1. Add a new project and create a new form named CustLookup. Add a new data source with the following properties:

Property

Value

Name

CustTable

Table

CustTable

AllowCheck

No

AllowEdit

No

AllowCreate

No

AllowDelete

No

OnlyFetchActive

Yes

  1. Right-click on Design and Add form PatternLookup - Basic on design.
  2. Add a new grid control to the form's design with the following properties:

Property

Value...

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