How to expose custom fields on data entities

#QTMBA – EP1

There are some scenarios where you would require to add in new custom fields to track additional details in Dynamics 365 for Finance and Operations. This feature “Create New Field” was enabled from the platform update 13 and it was great feature addition to the system and it enables to add custom fields directly using the user interface.

With the introduction of version 10.0.9 there is a new feature which enables in D365 Finance and Operations to add a custom field and then expose this custom field in data entity. Furthermore, data entities are utilized in the office integration overview feature, data import and export scenarios and we can also display it in the Power Apps too. Let’s look at exposing this custom field and display it in the Power Apps.

Let’s demonstrate a scenario where you would require to have a legacy system purchase order code .

Therefore firstly we need to create a new custom field called “LegacyCode” to the Purchase Order screen.

Right click on the header and then select Add Columns.

Click on create new field icon as shown above.

Then select or enter data in the following fields.

Table Name
Name Prefix
Type
Label
Help Text
Length

Enter or select the data in the required fields

Click yes button to proceed to add the field into the PurchTable as shown below.

Click yes button to add the field into the PurchTable

Once the field is added the following screen will be shown.

Navigate to the path : System Administration > Setup > Custom Fields

Select the respective table from custom fields form. In this example it is “PurchTable” and then you would see the newly added field “LegacyCode” then proceed to edit the entities and select which entity/entities you would require to add the field.

Once the above step is completed then click “Apply Changes”.

Add in the newly created field to the grid and then save your view.

You can use office integration capabilities and use Excel Data Connector add-in and upload the data. In the below example I have manually updated the field value.