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D365 – Configure Field Properties and Field Display Formats

Posted on July 18, 2019 by Paresh Sharma

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

D365 – Understanding Fields

Posted on July 17, 2019 by Paresh Sharma

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

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D365 – Create Connections and Connection Roles

Posted on July 16, 2019 by Paresh Sharma

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:

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D365 – Understanding Entity Relationships

Posted on May 30, 2019 by Paresh Sharma

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.

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D365 – Delete Entities

Posted on May 29, 2019 by Paresh Sharma

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

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D365 – Custom Entities and Security Roles

Posted on May 28, 2019 by Paresh Sharma

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.

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D365 – Types of Entities

Posted on May 23, 2019 by Paresh Sharma

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.

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D365 – Manage Entity Properties

Posted on May 23, 2019 by Paresh Sharma

Managed properties only apply when you include an entity with a managed solution and import it into another environment. These settings allow a solution maker to have some control over the level of customisation that they want to allow people who install their solution to have. To set managed properties for an entity, select the entity and select Managed Properties on the menu bar.

Checkout the following video.