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4

Creating a Finance App with Model-Driven Apps from Scratch – Part 2

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Dynamics 365 Finance

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Jan 14, 2025

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  • The article discusses creating a new table called Assets in a Dynamics 365 app for tracking tradable and non-tradable assets.
  • Assets table includes fields for asset type, ticker symbol, exchange, price, and description.
  • The article explains how to add a choice column for asset type with options for stocks and non-traded assets.
  • It also covers adding choices for exchanges such as US equity, LSE UK, XETRA Germany, and AIX Kazakhstan.
  • The process includes automatically creating fields for currency, exchange rate, price in base currency, and price in foreign currency.
  • The article details how to customize the main form for the Assets table to display active assets view.
  • Business rules are used to hide the exchange field when a non-tradable stock is selected and make price and currency non-editable for stocks.
  • The article concludes by mentioning the next post will cover automating price updates using Power Automate and a public API.

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