Dynamics 365 F&O Development Beginners Guide

This article is part of a series that I will be doing for beginners to gain a preliminary understanding of how to do development for dynamics 365 Finance and Operations. 

To get started we need a development environment. The following video posted by Microsoft will give you all the required information for setting up your development environment. https://www.youtube.com/watch?v=cqp9MetfiyM

It is important to note that your Visual Studio instance is always in admin mode while developing.

When we are inside the visual studio development studio we can see a new  'Dynamics 365' file menu. Note in Visual Studio 2019, the Dynamics 365 Menu is inside the 'Extensions' file menu. Everything that we require for our development purposes can be found here. 

For this demonstration I am using Visual Studio 2019.

The Dynamics 365 Menu has the following menu items. 


The following section described each menu item. I will only be discussing on the menu items that are required for a beginner to get started. 
  • Deploy 
    • Create Deployable Package
      This menu item allows users to be able to manually create a deployable package which will contain all the models that are required for packaging and deployment to an environment.
      Microsoft recommends to always generate a deployable package through an automated pipeline for application to any LCS environments. 
  • Model Management
    • Create model
      Users can create a model and also specify which other models you want your newly created model to reference to.
      More details:
      Models and packages
    • Refresh models
      This feature will ensure all changes to your model has been loaded successfully within the visual studio instance.
    • Update model parameters
      Allows users to be able to update the model parameters and/or update the model referencing

  • Import Project
    This allows you to be able to import an existing F&O Visual Studio solution into the current Visual Studio instance
  • Build models
    Contains the list of models that can be compiled within the development environment.


  • Synchronize database
    Allows all data models to be automatically synchronized against the development environment SQL database.

  • Find labels
    You can search for any label within all the models already deployed to the current environment. Label are wordings that we see in the front end of the development environment. 
Application Explorer
This allows accessibility to all the elements within the models that have been deployed to the current development environment

The application explorer is located under the View file menu.

Each node in this tree represents a model. A model represents functionalities or features that are accessible to F&O.
Application Suite, Application Foundation and Application Platform are the core models that should always be referenced on any custom model.

Every model has the following nodes accessible. All elements within a model can be viewed within this list. 


You can also right click on AOT and switch to class view which will list all the elements as shown below.



In the next article I will be describing how we can create a simple form in D365 F&O

More details

Comments

Post a Comment

Popular posts from this blog

D365FO - Create a multi-select lookup in batch jobs

Image
D365FO - Create a multi-select lookup in batch jobs In this article, I will be describing how we can create a multi-select lookup for display within the batch job dialog. Contract class Create a new variable of type 'List'. This will store the selected values of the user for the dropdown from the dialog. Create a parm method to access the new list object Ensure to specify the DataMember attribute Add an appropriate label Specify the data type for the list's content Ensure to specify the DataContract and SysOperationContactProcessing attributes above the class declaration. An UI builder is also required. The requirements for this is explained in the next section. Example: UI builder class Create an UI builder class that extends SrsReportDataContractUIBuilder Add a new variable of type 'DialogField'. This will be displayed on the UI for user. Implement the postBuild method. Initialize the contract from this.dataContractObject() and bind the dialog field variable to th...
Read more

Generate and download a csv file using X++

Within Dynamics 365 HQ we often need to be able to export data as a csv file. This article explains how we can generate a csv file. The following lines of code can be used to create and download a csv file Create a writable stream. CommaStreamIo streamIO = CommaStreamIo::constructForWrite();   streamIO.writeExp('Id', 'Title'); // These will represent the header of the csv file  streamIO.writeExp('001', 'Science'); // Row 1 streamIO.writeExp('002', 'Nature'); // Row 2 // Get the stream System.IO.Stream        stream              = streamIO.getStream(); const str               extensionCsv        = '.csv'; stream.Position = 0; // StreamReader to read as str System.IO.StreamReader...
Read more

Creating a batch job with query based filter in D365 back-office

There are often business processes that requires us to run specific operations as a batch process. Dynamics 365 Head quarters (HQ) allows us to be able to periodically execute batch jobs. To create a custom batch job you need to extend the  RunBaseBatch class. The following lines of code show how we can create a simple export job.  class InvoiceExport extends RunBaseBatch {      Query                   query;     QueryRun                invoiceQueryRun; // QueryRun object that will be used to generate data for invoices to be exported.      DialogGroup             dialogGroupSetup; // This is a dialog group.     DialogField      ...
Read more