How to Create Modal in D365 F&O -- F&O Customization Part 1

For creating the customization in Dynamics 365 Finance and Operation.

First We have to create the Modal.

Note: You must have VM on which D365 is configured.

Step # 1:

    Open the Visual Studio 2017 as an Administrator Mode.

Step # 2:

    Click on the Dynamics 365 tab and hover on Modal Management then click on the Create Modal     as shown in the Figure;

    


 Step # 3: 

    Configure the Properties of Modal as Shown in the figure;



Step # 4:

    After filling the fields, click on the Next button, the following screen is shown;

    


Step # 5:

    Select the new Project and click on the Next button, then the following screen is shown


Step # 6:

    Only one package is selected, Keep it as default and click on the Next button, the last screen is shown as;


Step # 7:

    When you click the Finish button, the following window is open;

    


    Name of your project and save on the specific location as shown in the above figure.

Step # 8:

    Click on the OK button the project is shown as follows

    


In the next section, we are working on the Extended Data Types EDTs and Data Modal in the project. Thanks.

Comments

Post a Comment

Popular posts from this blog

Create custom workflow in D365 X++

Image
 For the creation of Custom Workflow in Dynamics 365 F&O, Kindly follow the following steps; 1. Create a custom Enum WorkflowStatus or you can use an existing one.   2. Create a new table EmployeeLeave as defined below and add the above Enum as a field and name it LeaveStatus . 3. Create a new form EmployeeLeaveForm by using the above table as a data source.   4. Create a new Display Menu Item EmployeeLeaveForm for the above form and add to any  Module by creating an extension of the Module Menu from the application Explorer. 5. Create a new Query EmployeeLeaveQuery  and add  EmployeeLeave as a data source.                 6. Create a new Workflow Category EmployeeLeaveCategory .   7. Create a new workflow type EmployeeLeaveWorkflowType .   • Category: Select the workflow category from the previous step • Query: Select the query created for the document table • Document menu item: Sel...
Read more

Convert amount from one currency to another currency using X++

  You can use the following X++ code snippet for currency amount conversion.     CurrencyExchangeHelper currencyExchangeHelper;     AmountMst amountMST;     CurrencyCode FromCurrency =  'PKR';     AmountCur amountCur = 5000;     currencyExchangeHelper = CurrencyExchangeHelper::newExchangeDate(Ledger::current(), systemDateGet());     amountMST =  currencyExchangeHelper.calculateCurrencyToCurrency(fromCurrency, SLDFabCostSheetsCalculation.Currency,amountCur,true);        info(strFmt("%1", amountMST));
Read more

How to Create Extended Data Types (EDTs) in Finance and Operations of Dynamics 365 -- F&O Customization Part 2

Image
For Creating Extended Data Types (EDTs) in Finance and Operations of Dynamics 365 follow the following steps: Step # 1:        Right-click on the project to Add -> New Items as shown in the figure;     When you click the New Item ,  the new window is open as shown in the figure;     Select the Data Types from the Side Bar and click on the Add button as shown in the figure; Step # 2:          Now right click on the EDT and select the Properties as shown in the figure;               When you click the Properties button, the left panel is open, you can set the properties of EDT here,           mostly used properties are Label and Help Test. I have created four EDTs as shown in the figure;           You can check the EDTs in the Application Object Tree ( AOT ) as shown in the figure;          If ...
Read more