Custom Fields in Dynamics 365 for Finance and Operations
Posted on: October 13, 2018 | By: Jarrod Kraemer | Microsoft Dynamics AX/365
Authored by: Chris Rusing
If you are on version 8.0 for Dynamics 365 for Finance and Operations, then you can now utilize custom fields! If you aren’t on that version, this is probably a great reason to update your system. I’ve mentioned that this functionality (among others) was available in the Spring release, but I will provide a deep dive into how it is utilized within D365. This by far one of the most powerful enhancements Microsoft has ever rolled out to their flagship ERP system. This task normally required a developer and downtime, but now it can be done by your administrator within minutes. Without further ado, let’s jump in D365 to see how this functionality works.
Please note: You must have the security role of ‘System administrator’ to be able to create a new custom field.
We are going to add a new custom field to the vendor record form. Click on the Options tab and then click Personalize this form.
This will bring up the personalization tool. Click the Insert button and then click Field.
Next, click where you want to add this new field. I’m going to add it to the general section, so I clicked that. It will bring up this form to the right. Click Create new field at the top of the form.
You will need to fill out the fields below. First thing to select is the table name that the new custom field will be added too. Currently, you can add up to 20 fields per table. Next, add a name prefix so it can be named in the AOT. The type drop-down gives you 7 different types of fields. I’m going with checkbox, but you can also choose free form text and even picklist, which will prompt you to create options that the user could select from. The label field is what will show on the user interface. It is not required, but if you want to provide information or instructions to your users about this field, enter that in the help text field.
Click Save at the bottom of the form and then click Yes to confirm the creation of your new field. I can now click Insert to add my custom field to this form.
I can now toggle Yes or No for this custom field on my vendor record.
What makes this functionality powerful is the fact that you can now use this field in other areas of the system, like reporting! The field was added to the Vendor table, so I can add a filter to my vendor aging report to look at my aging for all vendors that I have marked as my ‘Legacy vendors’.
In the screenshot below, you can see that the vendor I marked as a Legacy vendor, pulls into my aging report.
The custom fields functionality is a true game changer in the D365 world by giving power and efficiency to the non-technical user. If you need any help updating to 8.0, please let us know! For additional information please feel free to reach out to us at firstname.lastname@example.org or (312) 345-8817.
All the best!
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