Working with Data entities in D365FO- Part II

Add new fields on DataEntities/Form from the user interface

Hi Folks,

In this post, I am going to share one new feature which comes with the latest update in #MSD365FO. Now you can add any custom field from the user interface, you don't need to add that in AOI, however, there are some limitation on this but having this option is good where user wants to add some fields on a form/entity which doesn't have any metadata dependency/Relation to other tables. Earlier this feature was limited to talent only now with recent version Microsoft bring this to Dynamics 365 FO as well.

For today’s post lets take an example customer group, You want to add a new field on customer group form. Let's call it ‘SPOC person’. Now to add a new field on a form, you need to personalize the form.
Open Customer group form, go Option menu, ‘select personalize this form’ option.

It will give you another pop-up window, select ‘Add Field’ and grid in the form where you want to add a new field(s).



on the next screen, click on ‘Create new field’

When you click on ‘Create new field’ a new form will open (kind of designer form). First, choose the table where you want to add this field. Select Customer Group here.

and fill other details as below, and hit the save button.

The system will ask for another confirmation

now, this field available to add on the form,

Once you insert this field, it will appear on the form,

Now go to  System Administrator > setup > custom field. Select table from the dropdown list. In the entity tab, select data entity where you want to add this new field. The system will show all the entity where the CustGroup table used.



Now go to data management > Framework parameter >  Entity Setting and refresh entity list.

Go to Customer groups entity and click on modify target mapping. Here generate the mapping. On successful completion, your custom field must available in mapping.

Here you go…. that all.

-Harry Follow us on Facebook to keep in rhythm with us. https:fb.com/theaxapta

QuickFix-4: Cheque SSRS report modification

Any cheque report needs more precision to put different fields in the right position to align with physical cheque stationary.

Open cheque SSRS report design and right click in the blank area of the report > View > Ruler.

This step will enable the ruler in your report so you can put fields in the right place in fewer tries.

-Harry Follow us on Facebook to keep in rhythm with us. https:fb.com/theaxapta

Working with Data entity in D365FO - Part I

Hi Folks,

In this post let’s see how to add custom and virtual fields on Data entities. This approach will work on both standard and custom entities. I will show you both scenarios. When adding new fields on a new entity, steps are very simple and all you need to add business logic in the respective data entity methods to work with the export and import process.

Custom field: When adding new fields in standard application entity like Customers (CustCustomerV3Entity), Vendors (VendVendorV2Entity), Customer groups(CustCustomerGroupEntity).

Virtual fields: Fields which doesn’t exist in a table but require to fetch any other table field. For example, assume we have purchase requisition records from another system which needs to import in Dynamics 365 FO. In source data, we have also had delivery address (string) which needs to insert into PurchReqLine table’s DeliveryPostalAddress(RefREcId) field. So we need to add a virtual field name as DeliveryAddress(string) and in code need to take this string values and create address at run time, use generated rec id to pass in PruchReqLine table. 

(Check this post to see, how to create Postal address at runtime)

In part one post, let’s see how to add new fields(table fields) on standard data entity’s extension. Here is the scenario, the client wants me to add new fields in the vendor group, to capture a unique reference number from their another system. Let's call it ‘SAPVendGroup’.  

1.       Create an extension of table VendGroup, and add a new string field name it SAPVendGroup.

You need to build/DB synch to get these fields in reference objects.

2.       Create an extension of VendVendorGroup data entity and drag and drop a new field from Data source to Entity fields.

3.       Create an extension of VendVendorGroupStaging table, add new field here as well.

4.       Build your solution and DB synch.

5.       Now try to export and import.

In the next post, we will see how virtual fields work with data entities. 

-Harry Follow us on Facebook to keep in rhythm with us. https:fb.com/theaxapta

QuickFix-3: Runtime functions in Dynamics 365 FO

curExt(): The extension for the current company

curUserId(): current user id.

funcName(): The name of the method that is executing this method

getCurrentPartition():The short name of the current partition (max 8 char).

getCurrentPartitionRecId():The RecId field of the current data partition

getPrefix(): The current execution prefix.

sessionId():The numeric ID of the current session.

prmIsDefault(): 1 if the default value for the parameter was used; otherwise, 0.

-Harry Follow us on Facebook to keep in rhythm with us. https:fb.com/theaxapta