Displaying Related Sales Total Information

C.

A list page presents a set of data on a user interface that is optimized so that you can browse records, find the right record, and then take an action upon that record.

The list page lets the user search, filter, and sort the data.

FactBoxes on the right side of the grid show related data for the active record.

As a Dynamics 365 Finance developer, if you want to display related sales total information for the selected customer on a form that displays customer records using a listpage control, you should add a factbox to the form.

A factbox is a type of control that displays information about a selected record in a form or a listpage. It can be used to display related information such as transaction details, summary information, or analytics for a selected record.

To add a factbox to the form, follow these steps:

1. Open the form in the development environment.

2. Identify the data source for the form, which is usually a table or a view.

3. Create a query that retrieves the related sales total information for the selected customer. The query should join the customer table with the sales table and aggregate the sales data to calculate the total sales amount.

4. Add a new factbox control to the form.

5. Set the data source property of the factbox to the query that you created in step 3.

6. Configure the factbox to display the required sales total information. You can use a grid, a chart, or any other type of control to display the data.

7. Save and deploy the form.

Once you have added the factbox to the form, it will display the related sales total information for the selected customer whenever the customer record is selected in the listpage control. The factbox will provide users with a quick and easy way to view the sales information without having to navigate to a separate page or report.