Virtual entities in D365 HR

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Posted on by Bansari Pandya

Hi,

I configure virtual entities in D365 HR. Now my question is how can I add a field in virtual entity? or can I replace drop-down field with text field?

Thanks,

Bansari Pandya.

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Parag Chapre 12,254 Most Valuable Professional on at

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Hi Bansari,

Before creating a field in Virtual Entity and add some logic or dropdown, First, check the limitation of Virtual entity.

Limitations of Virtual Entities

Following are the limitations in virtual entities that must be considered.

Only organization-owned entities are supported. The security filtering applied to user-owned entities is not supported. Access to the virtual entity data can be turned on or off for individual users based on their security role. Field-level security is not supported.

It must be possible to model the external data as a Dataverse entity. This means:

All entities in the external data source must have an associated GUID primary key.

All entity properties must be represented as Dataverse attributes. You can use simple types representing text, numbers, optionsets, dates, images, and lookups.

You must be able to model any entity relationships in Dataverse.

An attribute on a virtual entity cannot be calculated or rollup. Any desired calculations must be done on the external side, possibly within or directed by the data provider.

Although you can add virtual entity columns as a lookup on a grid or other UI views, you cannot filter or sort based on this virtual entity lookup column.

Auditing and change tracking is not supported.

Virtual entities cannot be enabled for queues.

Offline caching of values is not supported for virtual entities.

A virtual entity cannot represent an activity and does not support business process flows.

Once created, a virtual entity cannot be changed to be a standard (non-virtual) entity. The reverse is also true: a standard entity cannot be converted into a virtual entity.

Above section copied from MS docs. Get started with virtual entities (Microsoft Dataverse) - Power Apps | Microsoft Docs

To Create a field in Virtual Entity, You can read this Create and edit virtual entities with Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

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Bansari Pandya 75 on at

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Hi Parag,

Thanks for your help. I work on limitations of virtual entities & as per my understanding we can add simple text field in virtual entity. But as it is in read-only mode we can not add it from D365 HR? Please correct if I am wrong.

My requirement is I wants to add text field (sample displayed in above image) into the Education Competency or Education disciplines entity. How can I achieve that? please guide me regarding.

Thanks,

Bansari Pandya.

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Parag Chapre 12,254 Most Valuable Professional on at

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Hi Bansari,

If you want to add just a text field then use a custom field. Check the below screenshot. I have added a custom field call status and created a new view.

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Bansari Pandya 75 on at

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Hi Parag,

I need to replace standard Education drop-down field with simple text field.

For that I hide standard Education field and create one custom one. But as we know field Education & descriptions comes from the Education disciplines entity.

how can we get the effect everywhere where the entity linked?

You can see in above image, here again drop-down will be shown.

Thanks,

Bansari Pandya.

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Parag Chapre 12,254 Most Valuable Professional on at

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Hi Bansari,

You cannot replace the dropdown with a text field. There is some limitation to D365 HR. You can change the label of fields but dropdown values cannot be changed. It is all the master setup table.

Please let us know what is your business requirement and what are you trying to achieve so that We can help you to provide better suggestions/solutions.

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Bansari Pandya 75 on at

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Hi Parag,

That's what I am saying. As it all the master setup we can not change the value of drop down.

My requirement is I will allow the user to add any data in Education field instead of the allowed values only. So solution is can we hide this Education Standard field and create custom text one?

Is that any kind of solution possible?

Thanks,

Bansari Pandya.

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Parag Chapre 12,254 Most Valuable Professional on at

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Hi Bansari,

See the options that are suitable for you.

First: If you just add the values in the Master table then It will show in a dropdown.

Second: Create a custom field of type Picklist and add whatever value you want. It will be like a dropdown.

Third: Just created a text field with no lookup or dropdown

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Bansari Pandya 75 on at

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Hi Parag,

I just want simple text field or number field.

In example, I add one custom field [Working Years] in virtual entity[Professional competencies].

Next step is, I am trying to configure that field with CDS.

But here in the entities section, I will not find anything config option. So how can I find this custom added field in CDS?

Thanks,

Bansari Pandya.

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