Custom field on items/released products for UI and data import/export in Microsoft Dynamics 365 Finance and Operations

Custom field on items/released products for UI and data import/export in Microsoft Dynamics 365 Finance and Operations

many times there is need to create a custom field in tables and show them in UI and also them in data management

Now one can use ‘custom fields, create them in UI (even in PROD) and then add them to data entities as well

Showing with an example of a text field to store product disclaimers as PNOTES3_CUSTOM

Simple steps to follow

1 Find the UI when the new field needs to be added and personalize and then add new field

2 Select the table from the form data source and provide field properties/metadata viz. name, type....

3 Save and confirm creation

4 Insert the field in UI and reload them form if needed

5 If the field needs to be used in data import/export then on form 'Custom fields' apply the field to data entity

6 Generate mapping again on the data entity and new field is seen

data entity ‘Released Products v2’ and it works fine.