#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.

Right Click on Add Columns
Adding a new field

Click on create new field icon as shown above.

Then select or enter data in the following fields.

  1. Table Name
  2. Name Prefix
  3. Type
  4. Label
  5. Help Text
  6. 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.

LegacyCode is showing in all fields

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

Click on the 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”.

Select the entity and apply changes

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

Add new field to the grid

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.

Update the LegacyCode Value

Proceed to Power Apps (https://make.powerapps.com/home) and then select Canvas App from blank option and proceed to create new app.

Select the connector as “Dynamics 365 for Fin & Ops”.

Select the connector
Connect to data

Choose your dataset and then choose the respective table in our scenario “PurchaseOrderHeadersV2”.

Select Dataset
Choose Table

Add a gallery and select the data source.

Add a gallery and select data source

Add in the Text fields “Purchase Order” , “Legacy Code” and “Approval Status.

Add in a Text input control and then set your “Items” control expression as shown below for the Gallery.

I do not go through how to change the User Interface in this blog post. Maybe in a future blog I’m looking forward to cover that part.

After adding the fields and changing the User Interface

Below is the quick video walk through of this blog post. 😊

Hope you will enjoy this new feature and let me know your feedback. 😊

One thought on “Exposing custom fields on data entities

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