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I'm used to CRM side not AX, and CRM has a feature where you can pull columns in from other tables within the environment. its very simple to when customizing a personal view. IN the example below I'm in the Account entity in CRM, however as indicated by the brackets, some the data on the table is being pulled from the Contacts Entity. How do i do this same thing in Finance and operation. I keep finding guides to personalize my view, but none of them show how to pull in other data
Hi BenB,
Using personalization, you can only add fields from the tables which are on the form design. To add fields from another table, a developer should add the table as datasource for the form first.
Any chance you have a link to a blog or some documentation with some more details, so i can ask for the correct thing?
Hi Ben,
I'm not sure what exactly you would be looking for when you mention "ask for the correct thing". There is developer documentation on Microsoft Docs about form development. A developer with basic knowledge should already be able to add a new table as data source on a form extension.
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