Tuesday 17 April 2018

Create and manage custom fields without any coding or development in Dynamics 365

In platform update 13 and later the ability to add custom fields is available without any coding or developments.

You can create a custom field from GUI without opening the visual studio. 

just personalize your form that you want to add a field 



Click personalize


click add field


click create new field and select your table then set name prefix


there are multiple types field available like text, date, checkbox,..etc

as you see filed name = name prefix+(_custom)

set label mandatory (this label is shown in GUI)


you can set length and click save and new to create a new field or save only

you have a confirmation message


click yes

your changes applied and ready to insert the custom field in the form

click insert


now your field is available and ready to use it.

you can personalize your form and push this field for users,

you can see more details about personalization


Actual Posts

http://dynamics365ax2012.blogspot.ae/2018/03/how-to-push-personalization-to-users-in.html


for more details, check this link

https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/user-defined-fields

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