D365 – Configure Fields

Following are the screenshots of how you can configure fields of different data types in Dynamics 365. In this example, we have use the data type name as the field name for demonstration:

Single Line of Text

Option Set

Multi Select Option Set

Two Options

Image

Whole Number

Floating Point Number

Decimal Number

Currency

Multiple Lines of Text

Date and Time

Lookup

Customer

Now add the fields to the form to check behaviour of fields with different data types:

Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365 | Tagged , , | Comments Off on D365 – Configure Fields

D365 – Configure Lookup Fields and Customer Fields

Lookup Fields

Lookup fields are used when:

  • You want to select a record from an existing entity
  • When you know that field values can change anytime and are not fixed. For example: Accounts lookup field on Contacts entity

Customer Fields

Customer fields are used when you want to look up to either Accounts or Contacts entity records. For example a Preferred Vendor can either be a person or a company.

You can add these fields to the Form and check the result:

Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365 | Tagged , , , , | Comments Off on D365 – Configure Lookup Fields and Customer Fields

D365 – Implement Option Sets and Two Option Fields

Option Sets

  • Option Sets allow you to create a number of choices to select in a field
  • Option Sets are used when the choices are limited and known
  • For example: Payment Terms (Advance, 7Days, 30 Days, 60 Days)
  • Two types of Option Sets:
    • Global Option Set: Can be used for multiple fields on multiple entities
    • Local Option Set: Can be used only for a single field on a single entity

Two Options

  • Two Options is used when there are only two values
  • For example: Yes or No, Active or Inactive, etc

How to Create Global Option Set?

  • Go to your Solution or general Customization in Dynamics 365.
  • Under Components click Option Sets
  • Click New
  • Specify Display Name, Name and add Options
  • Save and Publish

Now, you can use this Option Set in any Entity.

How to Use Global Option Set?

  • Go to your Solution or general Customization in Dynamics 365.
  • Under Components, Entities
  • Select an entity and add under Fields click New
  • Add a new field and select the following properties:
    • Data Type as Option Set
    • Use Existing Option Set as Yes
    • Select the Option Set form the list

NOTE: In case of Local Option Set, you can select the property Use Existing Option Set as No and create a list of options needed.

When you add the field to the form, you will be able to select the options from the dropdown list:

NOTE: Similarly, you can create a new field and select Two Options as Data Type and check the results.

Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365 | Tagged , | Comments Off on D365 – Implement Option Sets and Two Option Fields

D365 – Configure Field Properties and Field Display Formats

Field Requirement

  • Optional: No Impact
  • Business Recommended: Recommended from the business point of view
  • Business Required: Mandatory to fill

Searchable

  • A field can be searchable or not (Advanced Find, Basic Search)
  • Can be enabled or disabled

Field Security

  • To control data access, field level security can be enabled
  • You can control operations like Read, Update and Create

Auditing

  • Allows you to keep track of all the changes on a particular field
  • To know more, check the following video: Dynamics 365 – Auditing

Description

  • Used for info tips on the form

Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365 | Tagged , , | Comments Off on D365 – Configure Field Properties and Field Display Formats

D365 – Understanding Fields

What are Fields?

Fields store value based on data types (Text, Decimal, Lookup, etc.)

If entity is a table in SQL, Field is a column for that entity.

Field is represented in Dynamics 365 as:

CONTROL: On the Form

COLUMN: On the View

ATTRIBUTES: By developers (in previous version: Dynamics CRM)

Field Types

There are three types of fields available in Dynamics 365:

SIMPLE FIELD

  • Contains data that is not based on formula
  • Available field data types include: Single Line of Text, Option Set, Two Options, Image, Whole Number, Floating Point Numbers, Decimal Number, Currency, Multiple Lines of Text, Date and Time, Lookup

CALCULATED FIELD

  • Contains calculations that use fields from the current entity or related parent entities
  • Available field data types include: Single Line of Text, Option Set, Two Options, Whole Number, Decimal Number, Currency, Date and Time

ROLLUP FIELD

  • Contains an aggregate value computed from the records related to a record, or a value computed over hierarchy.
  • Available field data types include: Whole Number, Decimal Number, Currency, Date and Time

Field Naming Requirements

Field naming has two important components:

DISPLAY NAME

  • User friendly name, which can be changed
  • Displayed as column in Views and field label on Forms
  • Display name can be changed on form editor but not on vie column

NAME

  • Cannot be changed
  • Changing display name does not impact the field name
  • Used in Plugins, JavaScript and other custom code

Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365 | Tagged , , | Comments Off on D365 – Understanding Fields

D365 – Create Connections and Connection Roles

The connections provide a flexible way to connect and describe the relationships between any two entity records Dynamics 365 for Customer Engagement apps. It helps you to promote teamwork, collaboration, and effective management of business and sales processes. Connections enable you to easily associate users, contacts, quotes, sales orders, and many other entity records with each other.

The records in the association can be assigned particular roles that help define the purpose of the relationship.You can describe the relationship between records through the roles that you assign to them. 

For more information, check the following video:

 

Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365 | Tagged , , , , | Comments Off on D365 – Create Connections and Connection Roles

D365 – Understanding Entity Relationships

Entity relationships define how records can be related to each other in the database. At the simplest level, adding a lookup field to an entity creates a new 1:N (one-to-many) relationship between the two entities and lets you put that lookup field in a form. With the lookup field, users can associate multiple “child” records of that entity to a single “parent” entity record.

This video explains the different entity relationships in Dynamics 365.

Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365 | Tagged , , , | Comments Off on D365 – Understanding Entity Relationships

D365 – Delete Entities

This Video shows how to can delete entities in Dynamics 365 and the conditions associated with it.

Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365 | Tagged , , | Comments Off on D365 – Delete Entities

D365 – Custom Entities and Security Roles

You can create new security roles to accommodate changes in your business requirements or you can edit the privileges associated with an existing security role.

This video explains how you can create a Custom Entity and how you can provide security roles for that custom entity.

Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365 | Tagged , , , | Comments Off on D365 – Custom Entities and Security Roles

D365 – Types of Entities

Before creating or editing entities, you should understand that there are different types of entities. Once a custom entity is created, these types cannot be changed. The two major divisions are based on entity ownership and whether the entities are activity entities.

This video explains the three different types of entities available in Dynamics 365.

Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365 | Tagged , , , | Comments Off on D365 – Types of Entities