MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer

Change Record

VersionDateChange
1.119 Dec 2023Tested against 10.0.37
1.029 Sep 2023Initial release

Objective

This lab consists of several exercises.

The first exercise is basic setup in Visual Studio in order to prepare to code.

From exercise 2 to 4, we will create an interface in the Human Resource module to enter exam details. To create this interface, you need to create a few data types, data model and user interfaces, which are covered in exercise 2, 3 and 4 respectively.

Exercise 1: Create model and project

  1. Run Visual Studio 2019 from the desktop.

  2. Select Continue without code in the popped-up dialog Visual Studio 2019. Visual Studio 2019 popup
    Note: You can check if there is already a model created named MB500Model. If not, please continue from step 7 up to step 12. If the model is already present, execute step 3 to step 6.

  3. Open Solution Explorer.

  4. Right click on the solution SlnMb500Lab.

  5. Select Add > New project.

  6. Type PrjMb500Lab-2 as the name of the new project.

  7. Select Extensions > Dynamics 365 > Model management > Create model and enter the following information to create a new model, then select Next:

    • Model name: MB500Model

    • Model publisher: Microsoft training

    • Layer: usr

    • Version: 1.0.0.0

    • Model display name: MB-500 lab exercise

      Create model, Add parameters

  8. Select Create new package followed by the Next button.

    Create model, Select package

  9. Select the following referenced packages followed by the Next button:

    • ApplicationFoundation

    • ApplicationPlatform

    • PersonnelManagement

  10. In the Summary step, check Create new project and select the Next button.

  11. In the Configure your new project dialog, enter PrjMb500Lab-2 and SlnMb500Lab in the Project name and Solution name fields respectively, then select Create.

    • Also: Select Tools > Options > Dynamics 365 > Projects > and check the boxes to Organize projects by element type and Synchronize database on build for newly created project

  12. The new solution and project will appear in Solution Explorer.

Exercise 2: Create new data types

Task 1: Create a new extended data type - MBExamID

  1. In the Solution Explorer right click on the project PrjMB500Lab-2.

  2. Select Add > New Item.

  3. Under Dynamics 365 Items, select Data Types and select EDT String.

  4. In the Name field type MBExamID and select the Add button.

  5. A new folder EDT Strings will be created in the Solution Explorer under the project PrjMB500Lab-2.

  6. In the EDT Strings folder, a new element MBExamID will also be created.

  7. Open the MBExamID in the Element designer pane and right click on it to select the Properties option.

  8. Type Exam ID in the Label property

Note: Ideally, the labels should be added in the label file for best practice, as practiced in Lab 1.

Task 2: Create a new extended data type - MBExamName

  1. In the Solution Explorer right click on the project PrjMB500Lab-2.

  2. Select Add > New Item.

  3. Under Dynamics 365 Items, select Data Types and select EDT String.

  4. In the Name field type MBExamName and select the Add button.

  5. In the EDT Strings folder, a new element MBExamName will also be created.

  6. Open the MBExamName in the Element designer pane and right click on it to select the Properties option.

  7. Type Exam Name in the Label property

Note: Ideally, the labels should be added in the label file for best practice, as practiced in Lab 1.

Task 3: Create a new extended data type - MBExamDate

  1. In the Solution Explorer right click on the project PrjMB500Lab-2.

  2. Select Add > New Item.

  3. Under Dynamics 365 Items, select Data Types and select EDT Date.

  4. In the Name field type MBExamDate and select the Add button.

  5. A new folder EDT Dates will be created in the Solution Explorer under the project PrjMB500Lab-2.

  6. In the EDT Dates folder, a new element MBExamDate will also be created.

  7. Open the MBExamDate in the Element designer pane and right click on it to select the Properties option.

  8. Type Exam Date in the Label property

Note: Ideally, the labels should be added in the label file for best practice, as practiced in Lab 1.

Task 4: Create a new base enum - MBExamOrganizer

  1. In the Solution Explorer right click on the project PrjMB500Lab-2.

  2. Select Add > New Item.

  3. Under Dynamics 365 Items, select Data Types and select Base Enum.

  4. In the Name field type MBExamOrganizer and select the Add button.

  5. A new folder Base Enums will be created in the Solution Explorer under the project PrjMB500Lab-2.

  6. In the Base Enums folder, a new element MBExamOrganizer will also be created.

  7. Open the MBExamOrganizer in the Element designer pane and right click on it to select the Properties option.

  8. Type Organizer in the Label property.

    Note: Ideally, the labels should be added in the label file for best practice, as practiced in Lab 1.

  9. Right click on MBExamOrganizer and select New Element.

  10. Create two Base Enum elements: Internal and External.

  11. Use the same Labels in the Enum Element properties.

Exercise 3: Create new Data models

Task 1: Create a new Table - MBExamTable

  1. In the Solution Explorer right click on the project PrjMB500Lab-2.

  2. Select Add > New Item.

  3. Under Dynamics 365 Items, select Data Model and select Table.

  4. In the Name field type MBExamTable and select the Add button.

  5. A new folder Tables will be created in the Solution Explorer under the project PrjMB500Lab-2.

  6. In the Tables folder, a new element MBExamTable will also be created.

  7. Open the MBExamTable in the Element designer pane.

  8. Select the three extended data types from the Solution Explorer and drop them at the Fields node of MBExamTable: MBExamID, MBExamName and MBExamDate.

  9. Select the base enum from the Solution Explorer and drop it on the Fields node of MBExamTable: MBExamOrganizer.

  10. Remove the MB prefix from all the field names. Hence, the field names will become: ExamID, ExamName, ExamDate and ExamOrganizer.

  11. Navigate to the Field groups node of the table MBExamTable and add a new Field group MBExam. In the Label property of the field group type Exam details.

  12. Add all four fields (other than the Sys field) into the newly created Field group by dragging them from the Fields node and dropping on the MBExam field group.

  13. In the Indexes node, create a new index ExamIdx.

  14. Change the Allow Duplicates property of the ExamIdx index to No.

    Note: This will make the index unique.

  15. Add the ExamID field in the newly created index by dragging the field from the Fields node and dropping on the ExamIdx index.

Exercise 4: Create new User interfaces

Task 1: Create a new Form – MBExamTable

  1. Save all, and right click the project and select Build. This will also perform a sync.

  2. In the Solution Explorer right click on the project PrjMB500Lab-2.

  3. Select Add > New Item.

  4. Under Dynamics 365 Items, select User Interface and select Form.

  5. In the Name field type MBExamTable and select the Add button.

  6. A new folder Forms will be created in the Solution Explorer under the project PrjMB500Lab-2.

  7. In the Forms folder, a new element MBExamTable will also be created.

  8. Open the MBExamTable form in the Element designer pane.

  9. Add table MBExamTable in the Data Sources node of the MBExamTable form by dragging the table from the Solution Explorer and dropping onto the Data Sources node.

  10. Right click on the Design node and select Simple List as the Pattern.

  11. Enter the following properties of the Design node:

    1. Caption: Exam Details

    2. Data Source: MBExamTable

  12. Right click on the Design node and add three controls by selecting New.

    1. Action Pane

    2. Group

    3. Grid

  13. Rename the newly created Action Pane control to ActionPane.

  14. Rename the newly created Group control to FilterGroup.

  15. Add sub-pattern Custom and Quick Filters by right clicking on FilterGroup.

  16. Add the QuickFilter control under FilterGroup by right clicking on FilterGroup and selecting New.

  17. Rename the newly created QuickFilter control to QuickFilter.

  18. Rename the newly created Grid control to Grid.

  19. Navigate to the Data Source property of the Grid and select MBExamTable

  20. Navigate to the Field groups node under the MBExamTable in the Data Sources node of the form. (If it’s not there, make sure you have done a Save all, and a Build, then right click the Data Source name and select Restore.)

  21. Locate the MBExam field group and add it under the Grid in the Design node by dragging and dropping respectively.

  22. Navigate to the Default Column property of the QuickFilter and type MBExam_ExamID.

Task 2: Create a new Display menu item – MBExamTable

  1. In the Solution Explorer right click on the project PrjMB500Lab-2.

  2. Select Add > New Item.

  3. Under Dynamics 365 Items, select User Interface and select Display Menu Item.

  4. In the Name field type MBExamTable and select the Add button.

  5. A new folder Display Menu Items will be created in the Solution Explorer under the project PrjMB500Lab-2.

  6. In the Display Menu Items folder, a new menu item MBExamTable will also be created.

  7. Open the MBExamTable menu item in the Element designer pane and right click on it to select the Properties option.

  8. For Object Type, select Form.

  9. For Object, select MBExamTable.

  10. For Label, type Exam.

Task 3: Extend the HRM menu

  1. In the (View > ) Application Explorer, select HRM menu under User Interface.

  2. Right-click on HRM menu and select Create extension.

  3. A new folder Menu Extensions will be created in the Solution Explorer under the project PrjMB500Lab-2.

  4. A new element HRM.MB500Model will be created in the Menu Extensions folder.

  5. Open HRM.MB500Model in the Element designer pane.

  6. Drag the MBExamTable display menu item from the Solution Explorer and drop it under the Setup sub-menu under HRM.MB500Model.

Task 4: Test

  1. In the Solution Explorer right click on the project PrjMB500Lab-2.

  2. Select Build.

  3. Once the build is successful, navigate to the finance and operations apps page on your browser and refresh the page.

  4. Select legal entity USMF.

  5. Navigate to Modules > Human resources > Setup > Exam

    1. If you get errors, then go back to your project and Synchronize it with the database

  6. Use the New button in the action pane to create a new exam record.

  7. Use the Edit button in the action pane to edit an existing exam record.

  8. Use the Delete button in the action pane to delete an existing exam record.