Add Button to Run Report in Dynamics 365 Finance
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You are developing a form for Dynamics 365 Finance.
You need to add a button that allows users to run a report.
Solution: Create a display menu item.
Add the menu display item to the form button and then link the report to the display menu item.
Does the solution meet the goal?
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A. B.B.
Instead create an action menu item.
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/action-controlsThe solution described in the scenario could potentially meet the goal of adding a button to the form that allows users to run a report, but more information is needed to determine if it is the best solution.
Creating a display menu item is a common approach in Dynamics 365 Finance to provide users with access to various functionality, including reports. By creating a display menu item, you can define the properties of the menu item and specify what happens when the user clicks on it.
Adding the menu display item to the form button is not clear as the scenario does not provide enough details on how the button is being created. It is possible that the button is being created as a separate control or as part of the form's ribbon.
Linking the report to the display menu item is a critical step in providing users with access to the report. This is typically done by specifying the report's name or ID in the "Action" property of the display menu item. When the user clicks on the menu item, the system will automatically generate the report and display it to the user.
However, this solution may not be the only or best option depending on the specific requirements of the form and report. For example, if the report needs to be run with certain parameters or filters based on the data in the form, additional customization may be required to achieve this functionality.
Overall, while the solution described in the scenario could potentially meet the goal of adding a button to the form that allows users to run a report, more information is needed to determine if it is the best solution.
