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This post is one of a series I am creating aimed at helping people prepare for the MB2-712 certification. (Microsoft Dynamics CRM 2016 Customization and Configuration)
In this post I am going to look at fields. A subject which hopefully follows on nicely from my last post about entities. As after you have created an entity logically the next thing you’d want to do is create the fields which makeup the entity.
Fields are sometimes described as attributes by developers, therefore the two terms are interchangeable.
As discussed already we have system and custom entities. The system entities will already comprise of many out of the box fields but we can add more custom fields as required. Although it is always a good idea to check a suitable system field doesn’t already exist before creating a custom one.
When a custom entity is first created some field will get created by default. Including things like the primary field, created on, created by, owner and many more. I doubt you will need to know exactly what these fields are but even so it is worth creating a custom entity and before adding your own custom fields have a look. Below you can see that I have done just that. With a user / team owned entity I have 19 fields before I start adding any custom ones. Notice that only two are prefixed new_. I have used the default publisher which adds new_ to all custom fields. The two fields that are created are name (the primary field for this entity) and id. (Which holds the GUID which is the primary key.)
The table below lists the standard field types available in CRM 2016.
Note: Each entity only has one image. Typically used for a headshot of a contact or a logo of an account etc.
Note: To have a currency field on an entity you will also always have a currency field.
The field type of customer has been added at CRM 2016 Update 1. This is a special type that allows a lookup field to be created that can be either a contact or an account. Being new it is unlikely to be covered in the MB2-712 exam. (yet.) But you should ideally still be aware of this additional data type and how it operates.
Creating / Maintaining Fields
When we create a field the screen looks like this;
The table below covers the detail of each field, as always I strongly recommend you experiment with creating different types of fields;
For the exam it is worth being aware that auditing needs to be enabled at an organization, entity and field level.
Note: I will cover calculated and rolled up fields in greater detail in a later post.
Regardless of the format the underling data is always stored in a common format.
Options include Auto (the default), Inactive, Active and Disabled.
Note: For currency the default precision is “Currency Prevision” meaning the system default would be used.
For example, if you had a currency value to hold someone’s salary the min value might be 0. (People tend to not earn less than nothing!) and the max might be 1,000,000. (I don’t know many people that earn more than this, although I guess they exist!)
FYI : I will cover option sets in greater detail in a future post.
In background a two option field always has a numeric value to 0 or 1.
When the behaviour of a field is “User Local,” field values are displayed in the user’s local time.
When the behaviour of a field is “Date Only,” field values are displayed with no time zone conversion. The date portion of the value is stored and retrieved as specified in the UI and SDK. The time portion of the value will always be 12:00 A.M. The behaviour of this field can’t be changed once it’s saved. (Tip:
Useful for storing fields like someone’s date of birth which you don’t want to be effected by time zones.)
When the behaviour of a field is “Time-Zone Independent,” field values are displayed with no time zone conversion. The date and time values are stored and retrieved as specified in the UI and SDK. The behaviour of this field can’t be changed once it’s saved.
The relationship name will be defaulted but you can change if required.
Customer works in a similar manner to lookup but two relationship names are given, one for account and one for contact.
When we create a lookup field a relationship between the current entity and the lookup entity is automatically created. Making the process of creating a relationship for a lookup really simple.
I have covered a lot of detail in these revision notes! Taking time to get some hands on experience of creating fields is really important.
Despite covering a lot of detail about field there is more to come! In future posts I will expand on the details here to cover calculated fields, rolled up field, option sets etc etc.
I hope this post will have helped anyone preparing for the MB2-712 certification.
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