Dynamics 365 ERP - General
Category
Mar 27, 2024
Published date
Text
Article Type
AI Summary
- The article discusses the importance of aligning with Microsoft's OneVersion continuous updates and adopting the adopt not adapt approach.
- Dynamics 365 Finance and Operations (F&O) solution offers features such as configurable business documents and customization of F&O forms with new 'custom' fields.
- The article provides a walkthrough on creating a custom field in F&O, including selecting the table, setting up the field details, and saving the changes.
- After adding the custom field, the forms may require a refresh to make the changes visible and available for interaction.
- Depending on the purpose of the custom field, the supporting data entity may need to be updated to capture the changes.
- To update the data entity, navigate to the custom fields setup page and select the relevant table and custom field.
- The article explains the process of enabling the custom field on the related data entity and refreshing the data entities list.
- By leveraging standard functionality to extend the F&O solution, businesses can reduce the need for technical or developer input and minimize the risk of rework during OneVersion service updates.
Registered users can view the full text for FREE!
Sign In Now!