Modifier - Sales Prospect DUOS Example


The following VBA example adds two additional fields to the Sales Prospect Maintenance window and Sales Prospect Report.


The Modifier was used to add the additional local fields, and then VBA code added. The code uses the DUOS (Dynamics User Object Store) to store the additional fields and captures the Save, Read and Delete events to keep the data synchronised. Additional business logic has been added to prevent deleting of a hot prospect.


This example code can be re-used in other windows as the basis for storing user defined fields.  


Example code for v8.0, v9.0 & v10.0 is attached at the bottom of the article.


Please see the "Installation Instructions.txt" file in each version's archive for more information.

Prospect DUOS Example.zip

Comments (7)

  1. Most people are aware that you can use Visual Basic for Applications (VBA) with Microsoft Dynamics GP

  2. Over the last few weeks I have been asked a number of times about methods of customising a 3rd party

  3. Wayne says:

    This looks great

    If you use this can you report on the values using Sql RS or crystal?

    Is there a table the information is stored in?

  4. David Musgrave says:

    Hi Wayne

    Each item of information will be stored as a single record in the SY_User_Object_Store (SY90000) DUOS table.

    You can create a view of the data and add it to the original table so it looks like part of the original data.

    This is a great topic for another post. Keep watching the blog and I will get something published soon.

    Thanks

    David

  5. Visual Basic for Applications (VBA) can use the Dynamics User Object Store (DUOS) table to store additional

  6. Visual Basic for Applications (VBA) can use the Dynamics User Object Store (DUOS) table to store additional

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