Create a field and add it to a form Dynamics 365 Lesson #3
Updated: Oct 1, 2019
How to create a field and add it to a form
Step 1 - Navigate to your system's solutions
Click on Settings, located on your Site Map - The bar that runs across the top of the Dynamics 365 user interface and lists the system's entities
Click on Solutions
Select the solution you use for customizations. I will be using my Example Solution from the previous Lesson.
If you are unsure, see Lesson #1 How to create a custom solution, this will get you setup correctly.
Step 2 - Open the Main Form for the corresponding entity
Select the drop down next to entities from the list on the left.
Select the drop down to the left of the corresponding entity.
Click on Forms and then select the Form with the Form Type "Main"
The form should open in a new window
Step 3 - Create a new field
Click "New Field" in the bottom right corner of the form window
Fill in the Display Name
Below the Display Name, the Name (Logical Name) will auto-fill, this can be edited, but be sure to use Camel Case. Note: This logical name can not be changed later
For Street Address we will use the Data Type "Single Line of Text"
Leave the other default values as they are
Click Save and Close in the top left
Step 4 - Add the new field to the form
Navigate to the Main Form from earlier and refresh the page
From the Field Explorer on the right side, drag the new Field to its corresponding position
Click Save, wait a few seconds afterwards.
Then click Publish
The field has now been added to the form!
You're finished! If you would like to see the other field types, see below and check out the link to Microsoft's Documentation on field types.
Types of Fields
Click here to see the different field types