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Supply chain | Supply Chain Management, Commerce
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Retrieving the Custom fields and Custom entities added to Dynamics 365 Finance and Dynamics 365 Supply Chain Management in metadata using APIs

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Posted on by 145

We tried adding custom field to the Dynamics 365 Finance and Dynamics 365 Supply Chain Management for entities we are creating. Our expectation is to have these fields part of metadata when retrieved after custom field addition. But we could not see the field in the metadata and also in the data for that particular entity. 

Below is the example for better understanding the use case we are trying.

We added new Employee (Human resources => Workers => Employees) named "Prashanth" and added new field named "Test Mobile Number". The employee object created with new field and available on UI. Here when we tried to retrieve the employee "Prashanth" using OData API using https://xxxxxxxxxx.cloudax.dynamics.com/data/Employees?$filter=FirstName eq 'Prashanth' request URL the result does not have field "Test Mobile Number" added. We also could not find this field in the metadata (/data/$metadata) results. Similarly for custom entities which are not available in metadata. 

Any pointers will help us on finding the custom fields and custom entities added using APIs instead looking into the application through instance UI. Thanks in advance.  

I have the same question (0)
  • Martin Dráb Profile Picture
    237,976 Most Valuable Professional on at

    How did you add the new field? Note that you didn't mention modifying the entity, so that's likely the problem...

  • prasmadd123 Profile Picture
    145 on at

    Hi Martin,

    We added custom field by using "Personalize" option available on right clicking. We have not tried adding custom entity as of now. Here our concern is more on identifying/reading custom fields or custom entities from metadata. Thank you for all your help.

    Regards

    Prashanth

  • Suggested answer
    Martin Dráb Profile Picture
    237,976 Most Valuable Professional on at

    It is possible to include user-defined fields in data entities. Please follow intructions documented in Exposing custom fields on data entities.

    Nevertheless I think you should seriously consider creating the field in the usual way in Visual Studio and deploying it together with other changes in a deployable package, rather then defining it only as data in database.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,146 Super User 2025 Season 2 on at

    Hi Prasmadd123,

    I second on the thoughts from Martin. You can also read my blog which explains all details and pros and cons.

    dynamicspedia.com/.../

  • tayapr Profile Picture
    167 on at

    Hey Martin... new to Dynamics Finance and Operations... could you clarify what you mean "by the usual way"? How do you build for FinOps with visual studio? Any links you can share?

  • André Arnaud de Calavon Profile Picture
    301,146 Super User 2025 Season 2 on at

    Hi Tayapr,

    You can find information for developers to start here: docs.microsoft.com/.../developers

    Also have a look at this page: docs.microsoft.com/.../development-tools-overview

  • tayapr Profile Picture
    167 on at

    Thanks for the help Andre! I am reading through these and they keep referencing installing "Finance and Operations Developer Tools" however I can't find this online via google search, docs, or in the VS marketplace. Do you know where I can get the developer tools?  

    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dev-tools/projects
    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dev-tools/build-debug-project

    I tried also to create the fleet management project but don't have the Dynamics AX option in the options dialog.
    https://community.dynamics.com/ax/b/newdynamicsax/archive/2016/05/19/tutorial-create-a-fleet-management-solution-file-out-of-the-fleet-management-models-in-the-aot
     

    I think I may have finally figured it out the gap in my knowledge.. can one only do development from the VM that's running dynamics finance and operations? I just found this and was able to find VS setup Is there no way to develop code and push it from your local dev machine? (I am most familiar with the Dynamics CRM model for pushing client side extensions)  

  • Suggested answer
    Satish Panwar Profile Picture
    14,671 Moderator on at

    Development on vm running F&O - correct.

    To push code - use build machine. However there is a way via VS but it's not recommended.

  • André Arnaud de Calavon Profile Picture
    301,146 Super User 2025 Season 2 on at

    Hi Tayapr,

    If you have open questions, please create a new question on the forum as we are now changing the topic of the original question.

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