Microsoft Dynamics 365: Finance and Operations Apps Developer

Add Button for Running Reports

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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 an action menu item.

Add the action menu item to the form button and then link the report to the action menu item.

Does the solution meet the goal?

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https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/action-controls

Yes, the solution meets the goal of adding a button that allows users to run a report in Dynamics 365 Finance.

Here's a detailed explanation of the solution:

  1. Create an action menu item: An action menu item is a command that can be added to a menu or button on a form. It can perform a variety of tasks, such as running a report, creating a record, or opening a form. To create an action menu item, you need to specify its properties, such as its name, label, and target object.

  2. Add the action menu item to the form button: Once you have created the action menu item, you can add it to a button on the form. To do this, you need to create a button control on the form and then set its properties to link it to the action menu item. You can specify the button label, tooltip, and other properties to customize its appearance.

  3. Link the report to the action menu item: After you have added the action menu item to the form button, you need to specify the report that it will run when clicked. To do this, you can set the action menu item's Object property to the report's name, and then specify any parameters or filters that the report requires.

By following these steps, you can create a button on the Dynamics 365 Finance form that will run a report when clicked. This solution meets the stated goal of adding a button that allows users to run a report.