A lookup method in D365 forms allows users to view multiple columns from a related record to help with their selection. In this article I will show you how to override the lookup method in D365 to show different columns, and a different number of records. https://youtu.be/z9cLJbl9pag Automatic Lookup In this previous article I explained... Continue Reading →
How To Create A Lookup Method In D365 Forms
A staple of relational databases is the ability to reference on one table a related record on another table. A lookup method in D365 forms allows users to view multiple columns from a related record to help with their selection. In this article I will show you how to let the system automatically generate these... Continue Reading →
How To Filter Data In D365 Forms
When you create a form in D365, you will often show a grid that displays records from a table. However, there are many cases when you do not want to show all of the records from the table. Perhaps you only want to show records with a certain status. In this article I will show... Continue Reading →
How To Create A Form In D365
In this article I will show you how to create a form in D365. Users create new forms to allow users to enter data into the system, view existing data, and interact with the system. One of the first tasks needed, is to create a table to store the data. We covered how to create... Continue Reading →
How To Create A Table in D365
One of the first tasks you need to do to create a new form in Microsoft Dynamics 365 F&O is to create a new table. In this article I will show you how to create a table in D365. The minimal number of steps to create a table are quite simple. However, I will also... Continue Reading →