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

Delete transactions in Dynamics AX 2012

We're in the process of implementing AX 2012 and we needed to flush out all the transactions from a company. There's a nifty class in AX that's called SysDatabaseTransDelete that does exactly what we need. It loops through the tables in the AOT and, depending on their TableGroup property, will flush out the data.

After cleaning the transactions we needed to delete a few vendors. However we kept getting an error about AOS validation failing. After investigating, we figured out that transactions in VendInvoiceInfoTable still existed... This table is flagged with a new TableGroup value which is TransactionHeader!

In fact, two new TableGroup types have been added in AX2012: TransactionHeader and TransactionLine. We'll need to modify the method SysDatabaseTransDelete.handleTable to support these 2 new cases :

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void handleTable(SysDictTable sysDictTable) {     TableGroup      tableGroup;       if (tableSet.in(sysDictTable.id()))         return;     tableSet.add(sysDictTable.id());       if (sysDictTable && !sysDictTable.isTmp() && !sysDictTable.isMap())     {         tableGroup = sysDictTable.tableGroup();           // Handle company specific tables to be deleted         if (sysDictTable.dataPrCompany())         {             switch(tableGroup)             {                 case TableGroup::Transaction:                 case TableGroup::WorksheetHeader:                 case TableGroup::WorksheetLine:                 //FIX - Support new AX2012 transaction table types                 case TableGroup::TransactionHeader:                 case TableGroup::TransactionLine:                     this.handleTransTable(sysDictTable);                     break;                 default:                     this.handleNonTransTable(sysDictTable);                     break;             }         }         else         {             // Handle global tables to be deleted             switch(tableGroup)             {                 case TableGroup::Transaction:                 case TableGroup::WorksheetHeader:                 case TableGroup::WorksheetLine:                 //FIX - Support new AX2012 transaction table types                 case TableGroup::TransactionHeader:                 case TableGroup::TransactionLine:                     this.handleGlobalTransTable(sysDictTable);                     break;                 default:                     break;             }         }     } } Actual post: http://vaillancourtm.blogspot.com/2012/01/delete-transactions-in-dynamics-ax-2012.html