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

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