Microsoft Dynamics 365 Online Training - Ax Technical D365

1. How to Create Menu Items in D365 AX Technical Creating menu items in Microsoft Dynamics 365 for Finance and Operations (D365 FO) is essential for enabling users to navigate through forms, reports, and actions within the system. This guide outlines the steps to create Display, Output, and Action menu items in D365 FO. Prerequisites Access to a D365 FO development environment. Basic understanding of D365 FO and Visual Studio. Appropriate permissions to make changes. Steps to Create Menu Items 1. Open Visual Studio and Your Project 1.Launch Visual Studio. 2.Open your D365 FO project or create a new one if necessary. 2. Create a New Menu Item 1.In the Application Explorer, navigate to AOT > Menu Items. 2.Right-click on Menu Items and select New Menu Item. 3. Define a Display Menu Item 1.Under Menu Items, right-click on Display and choose New Display Menu Item.

2. 2.Set the properties: oName: Provide a unique name. oLabel: Enter the text that will be displayed. oObject: Specify the form you want to open. oSave and close the menu item. 4. Define an Output Menu Item 1.Right-click on Output under Menu Items and select New Output Menu Item. 2.Set the properties: oName: Provide a unique name. oLabel: Enter the display text. oObject: Specify the report you want to open. 3.Save and close the menu item. 5. Define an Action Menu Item 1.Right-click on Action under Menu Items and select New Action Menu Item. 2.Set the properties: oName: Provide a unique name. oLabel: Enter the display text. oObject: Specify the class or method to execute. 3.Save and close the menu item. 6. Add Menu Items to a Menu 1.In the Application Explorer, navigate to AOT > Menus. 2.Open the desired menu. 3.Drag and drop the newly created menu items into the menu. 4.Arrange them as needed and save the menu. Conclusion Creating menu items in D365 FO involves defining Display, Output, and Action items, and adding them to the appropriate menus. By following these steps, developers can customize the navigation structure to improve user experience and accessibility within the application.