Creation of Custom/ New Field in D365 F&O customer master


How to add Custom/ New Field in D365 F&O customer master:

  1. Navigate to the form where the new field we want to add/ create.
  2. Open the personalization toolbar by selecting Options, and then Personalize this form.
  3. Click Insert and then Field.
  4. Select the panel of the form where you want to add the new field. After selection, the click on Insert fields dialog box will display a list of existing fields that can be inserted into the selected panel of the form.
  5. Click the Create new field button, It will open the Create new field dialog box.
  6. In the Create new field dialog box, enter the following information.
    1. Select the database table where this field should be added. Note that only tables that support custom fields will appear in the drop-down list. 
    2. Select the data type for the new field. The available data types are checkbox, date, date time, decimal, number, picklist, and text.
     8. If this is the only field that you need to create for this form, click Save. If you need to create additional fields, click Save and new. Note: that there is currently a limit of 20 custom fields per table.

     9. Leaving the Create new field dialog box will return you to the Insert fields dialog box. Any custom fields that were just added will be automatically marked in the field list to be inserted into the form.

    10. Click Insert to insert the marked fields into the selected region of the form.



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