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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Is it possible to add ...
Customer experience | Sales, Customer Insights,...
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Is it possible to add new fields to the entities in Dynamics 365 Marketing?

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Posted on by vcamposp 50

Hi,

I would like to know if it is possible to modify Dynamics 365 Marketing, modifying the fields of the entities or adding new fields to these.

For example, add new fields to the contacts entity to be used in the segments.

Thanks in advance!

I have the same question (0)
  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi vcamposp,

    Yes, we can add new fields to Contact entity and filter records based on them.

    Adding Customization to entity in Dynamics 365 Marketing is same to what we did in Customer Engagement.

    1. Open Advanced settings menu:

    pastedimage1588241201117v1.png

    2. Settings > Customization > Customize the System

    pastedimage1588241297772v2.png

    3. We might see a dialog which ask us whether to edit in modern UI.

    Cancel:  (keep in classical UI)

    Entities > Contact > Fields > New > Save

    pastedimage1588241565273v3.png

    pastedimage1588241581837v4.png

    Then our new field will be available as filter.

    pastedimage1588241668486v5.png

    Ok:  (optional, in modern UI)

    Open Contact entity

    pastedimage1588241770109v6.png

    Add field:

    pastedimage1588241811054v7.png

    Regards,

    Clofly

  • vcamposp Profile Picture
    vcamposp 50 on at

    It works, thank you very much!

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