Dynamics Community Forum Thread Details

New custom field in F&O, CDS and the Prospect to cash solution

I added a new custom field to the SalesTable in F&O and need it to be available for BYOD export and the Prospect to cash solution we currently use (CRM Sales to SCM Sales orders/lines, see links below). Everything looks good in UAT with the exception of being able to add a mapping for the field in the Data integration project in Power Platform. Our VAR that implemented our D365 had added a custom field during our implementation and it shows up for selecting with a mapping so I know I should be able to add another. I’m not seeing this field available though.

I added the field to the following tables:

SalesTable
SalesOrderHeaderV2Staging
SalesOrderHeaderCDSStaging

I added it to the following entities:

SalesOrderHeaderV2Entity
SalesOrderHeaderCDSEntity

From what I can tell, the key table and entity for the Prospect to cash solution are for CDS/Dataverse. I have refreshed the data entities and generated the mapping for the entities in UAT. I assumed this would make the field available in Power Platform, but no luck. Is there anything that I am missing? Does a batch job need to be run?

https://learn.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/prospect-to-cash

https://learn.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/sales-order-template-mapping-direct-two-ways

Quick Links

Leaderboard