HOW TO CREATE A FIELD AND ADD IT A FORM IN MICROSOFT DYNAMICS 365?

Create a New Field

     1. Click Gear Icon
     2. Select Advanced Settings

     3. Click Down Arrow
     4. Select Solutions

Create a New Field

     5. Select Your Solution

Expand Entities, Expand Client
      1. Select Fields
      2. Click New

  • Create a New Field
  • Add the Field on a Form

    3. Provide Display Name
    4. Select if the Field is Mandatory or Optional
    5. Select the Data Type
    6. Click Save and Close

      1. Select Forms Under Client    
      2. Open the Required Form

Add the Field on a Form

Select the Field to be added from the List of Fields 

    4. Drag the Field and Place it over the Required Position
    5. Click Save
    6. Click Publish

Leave a Reply