Custom fields in D365FO without development
Microsoft has added a terrific new feature in the recent update of Microsoft Dynamics 365 for Finance and Operations.
You are now able to create custom fields in D365FO to tailor the application to fit your business.
Now, users – given the proper rights – can add custom fields to database tables, and even roll the change out to other users. Please note however that not all database tables will have the option to add custom fields – or user-defined fields as sometimes referred to.
We are planning to add a How2Do Custom Fields in D365FO to our Tips and Tricks very soon, as this is really a terrific improvement. Please subscribe to our newsletter to receive a notification, when this is ready.
A few highlights
Creating custom fields
- Navigate to the form where the field is required
- Click OPTIONS | Personalize this form, then click Insert and then Field
- Select the region where to insert/expose the new field. Insert fields dialog box will display existing fields that can be inserted.
- Click Create new field and enter the required information. Save. Note: A limit of max 20 custom fields per table exist.
- Click Insert to insert field(s)
- Move fields to the final position.
Sharing custom fields in D365FO with other users
This can be accomplished in two different ways using the personalization capabilities of the product:
- Through the system administrator
- Export your changes (called personalizations), send them to one or more users.
Managing custom fields
Management of all the custom fields in D365FO can be accomplished through the Custom fields page in the System administration module.
This includes viewing, editing, deleting as well as exposing, and displaying in other languages.
Tables that support custom fields
For performance and technical reasons, only tables that meet the following conditions currently allow custom fields to be added.
The table must be tagged as one of these groups
- Group
- WorksheetHeader
- Main
- Miscellaneous
- Parameter
- Reference
- TransactionHeader
The table cannot extend another table.
The table cannot be marked as a system table.
The table cannot be a temporary table.
Read the full story in D365FO wiki
Read the full news here
We are planning to add a How2Do Custom Fields in D365FOE to our Tips and Tricks very soon, as this new feature really is a terrific improvement.
Please subscribe to our newsletter to receive a notification, when this is ready.
