How to add custom fields into Forms and Data entities in Microsoft Dynamics 365 Finance and Operations without coding

Hello People, Welcome to my Blog

Today we are going to see how to add a custom field to Microsoft Dynamics 365 Finance and Operations without using visual studio or coding. Also, we will see how to add these field to a Data Entity and use it to import/export data.

However, there are some cautions to this method

-There is a limit on how many fields can be added to a table (20 custom fields per table)

-These fields can be added to mostly all the tables but not all the tables

-These fields cannot be used to create a business logic. These fields are used just to store data.

For this example, we are going to add a custom field called "Secondary Name" to the All Vendors form

Open All Vendors Form and right-click on any section > Personalize > Add a field

Click on Create a new field and then select the desired conditions

Select the field and update the form

Here you can see that the field has been added but we are not able to edit the field

Refresh the page and add the field that you created you can see that it is now visible

Note - save the view of the form before so that when you open it again the field should be there or else you will have to add it again

Now add this custom-created field into a Data Entity.

Go to  System administration > Set up > Custom Fields

Select the appropriate table

Note - Here we are seeing only one table because this is a new trial environment and  we have added only one custom on one table

Expand the entity tab and select the entity that you want to add this field into

Click Save and Apply Changes

Note - Whenever you make any changes here, click on apply changes as the effect on the data entity will only be visible after this step. We can make some minor changes to our custom field here

Now that the custom field has been added to a data entity we can use this entity to import/export data into this fields

That’s it for this blog. Hope this will help you

Thank You.

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