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Finance | Project Operations, Human Resources, ...
Answered

Create new custom table - help

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Hi all, 

I need fairly basic help. I just started with customizing Dynamics 365 Human Resources app and I am little confused. For years I worked with Dynamics CRM and I know how to extend and customize its functionalities.

Request is: I need to create a new custom table (like list of projects) and customize existing table with new lookup field with relation to that custom table.

Do I create virtual entity for this custom table, integrate it with D365 HR app and create lookup field in OOB table? Or is there another, proper, way to do this?

Thank you in advance!

I have the same question (0)
  • Suggested answer
    Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at

    HI zzecevic,

    You cannot customize the existing field with the lookup but you can create a new custom field and add dropdown values with a limited set of values for example years, gender, marital status.

  • zzecevic Profile Picture
    on at

    Sorry Parag I wasn't clear.

    I need to create new table - do I need to create Virtual table?

    When new table is created, I need to add lookup field(relation to new table) on OOB table, lets say Employee.

    Is this possible?

  • Suggested answer
    Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at

    Yes, You can create a new table in Dataverse and add a relationship with the existing table.

  • zzecevic Profile Picture
    on at

    Thank you Parag. Sorry for more questions, but I was not able to find basic documentation for this. So I create standard table in Solution, how do I expose it to D365 HR application, through Power Apps?

  • Verified answer
    Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at

    Yes,  Create a power app and add your new table there. You can embed the Power app in Dynamics 365 HR.

    See my article link paragchapre.com/.../

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