Functional walkthrough: Manually create a Dynamics 365 purchase order Let’s get started with one of the most frequently-customized processes in the application – the Purchase Order process. We will assume familiarity with basic relational database terms such as master/detail and header/detail relationships, tables and records, and primary and foreign keys. Note that our examples occur in a vanilla, out-of-the-box instance populated by a Contoso demo database (where possible). Open the initial navigation pane by clicking the icon in the upper left corner of your D365 client.Įach functional walkthrough begins at the initial navigation pane. If you can, access a safe Dynamics 365 instance and perform these steps as you read, you will find that you get a real grasp of the material when you read and do.
In each article we will (1) navigate to the pertinent screens and functionally perform the transaction, and (2) explore the technical action that takes place in the data model. And you will have the foundation for being the data model wizard!
#DYNAMICS CURVES TABLEDIT SERIES#
But, by the end of this series you will have met the entire application, and have the level of understanding that makes a big data model make sense. Techno-functional understanding of Dynamics 365 is typically obtained over years by the hunt-and-peck method as problems arise. As you probably know, this information is compiled nowhere else. Today we begin a series of techno-functional walkthroughs of the 25 core business processes in Dynamics 365. And as always, don’t hesitate to reach out to me. I hope you all sincerely enjoy the new approaches that we’ve innovated. Some very talented developers from my team have contributed their expertise to assist with this content/video approach to ensure that we keep our quality and quantity high. In this series, we will produce a video and blog for every topic covered. To make the process more friendly, I’ve introduced a new sort of post - the hybrid video/blog tutorial. There are so many wonderful topics to blog and learn on today it seems like one doesn’t even know where to start. Things have changed a lot since I started blogging over a decade ago. Introducing The Dynamics 365 Techno-Functional Data Model Series
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