In this article, We will see how to expose custom field on Virtual entity. There are some scenarios where you would require to add new custom fields to track additional details in Dynamics 365 HR.
Pre-requisite
Virtual entity needs to be configured in Dynamics 365 HR.
User should have an access to Dataverse
Configure virtual entity
There is already standard documentation available from Microsoft to configure virtual entity.
Configure Dataverse virtual tables – Human Resources | Dynamics 365 | Microsoft Docs
Creating custom fields
In this case, I will create a new custom field on Goal form. This entity is not available in Dataverse and with the help of Virtual entity, I will push this entity from Dynamics 365 HR to Dataverse.
Step 1 : Go to Goals form > Details
Click on Options > Personalize this page > + Add a field
Next step is to add new field called : Weightage
Click on Save. Select the newly created field and Click on Update.
It shows the field on details form.
Click on View and Save as with new name “My view”
Step 2 : Custom field setup
Go to System Administration > Links > Setup > Custom fields
Select the tables from the list, Enable the entities and Apply Changes.
It will display a message at the top.
Step 3 : Generate Goals entity
Go to System Administration > Links > Integrations > Dataverse configuration
Select the entity from the list and click on Generate/refresh button.
Wait for processing.
Once this is done then you can see notification at the top.
Step 4 : Validate custom field in Dataverse table
Go to web.powerapps.com > Select your environment > Data > Tables
New custom field is added in the entity.
Step 5 : Create some data and validate in Power Platform.
Add some data in custom field in D365 HR.
The data looks something like this in D365 HR.
I have created a small power app to test data.
In this way, We can create a custom field on virtual entity use in Power Platform.
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4 Comments
[…] In this article, we take a look at how to expose a custom field on Virtual Entities within Microsoft Dynamics 365 Human Resources. Because Dynamics 365 HR is a sealed product, there is little room for customization. You can, however, use custom fields to insert specific data. With the use of virtual entities, you can make an integration between Dynamics 365 HR and a Power Platform. Exposing custom fields on virtual entities within Dynamics 365 HR has some great benefits for you as a D365 HR manager. It allows you to get more insights into the platform. Continue Reading → […]
[…] be configured in Dynamics 365 HR. User should have an access to Dataverse Configure virtual…… Continue Reading → Read Complete Post and Comments SBX – Two Col […]
when I create such custom field, it is greyed – no data input possible. Why? is the number of custom fields limited somehow?
Hi Marek,
Yes, custom fields are limited to forms. If your form tab is not in editable mode then your custom field cannot be editable.
One note: when you create custom field then make it available through custom field setup and apply changes. This is the workaround.