Hello,
To give a slight background my company is moving from a highly customized legacy ERP system into Dynamics 365 F&O and I am doing some research into the exact level of control we have when extending the base implementation so that I can better guide solutions for whatever gaps there may be between our system and D365. We mocked up a brief design outline of perceived gaps in the Project Quotations module and I have been investigating how feasible said solution would be. I've done quite a bit of searching for answers on these topics but wasn't able to find any good resources so I apologize if these sort of questions have been asked elsewhere but I promise that I looked.
My first question is when designing extentions for a form such as the sales quotation module the preview window only seems to show the first tab (Lines Panel) and I could not find a way to get it to switch to the second tab (header panel). Is this possible and I'm simply missing the function somewhere?
Second is there documentation somewhere that outlines the limitations of extending a form? I successfully added new data fields to the table, made them visible on the relevant section I wanted them but found the display to appear less than ideal. I wanted to increase the number of columns that the data fields were displayed in and looking at the various elements I saw the LineViewHeaderGroup (Group) element was set with a columns value of 3 which could not be changed. If I am correct and this is not something that can be changed through an extension I would love to see a resource where I can see this information and other fields like it that cannot be altered as that information would be very helpful throughout our implementation.
Thank you for your time,
Sam
