How to create a custom field in D365 HR


While there is an extensive set of fields out-of-the-box for managing a broad range of business processes, sometimes there is a need for a company to track additional information in the system. To accommodate this need, you can create custom fields to tailor the application to fit your business, provided you have permissions to the feature.

Microsoft Dynamics 365 Human Resource allows you add and manage custom data fields across a wide range of forms, without requiring any coding or development effort. In today’s post we will review this new feature.

Creating custom fields

Navigate to the form where the new field is needed.

In my case, I took example of Employee form

Click on any employee name and It will open form in detailed view.

Open the personalization toolbar by selecting Options, and then Personalize this form

Click on + Add a field and Create new field

Click the Create new field button above the list to initiate the process of creating a custom field. This will open the Create new field dialog box.

If you do not see the Create new field button, you do not have the necessary permissions to use this feature.

Click the Create new field button above the list to initiate the process of creating a custom field. This will open the Create new field dialog box.

If you do not see the Create new field button, you do not have the necessary permissions to use this feature.

  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. See the section below for technical details on supported tables.
  2. Select the data type for the new field. The available data types are checkbox, date, date time, decimal, number, picklist, and text.
    1. If you choose the text data type, you can also specify the maximum length of the text that can be entered in this field.
    1. If you choose the picklist data type, you can also select the set of valid values for the field.
  3. Provide a name, label, and help text for the field. The name corresponds to the physical field name in the database, whereas the label and help text are the text used to represent this field in the user interface.

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 and go back to start. Note that there is currently a limit of 20 custom fields per table

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.

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

Refresh the form to see newly created in Employee form.

Now we can see Employee pension number field.

Now Edit the employee record and add some value to Employee pension number field.

Expose custom field in CDS

First check whether CDS integration in ON

Go to System Admin > Links > Integration > Common Data Service configuration

Go to System Admin > Links > Setup > Custom Fields

Select Table lookup and select the entity.

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Select the table and It will show newly created custom field.

Edit the form and Enable the custom field for CDS and D365 HR entities.

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Click on Apply changes button.

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It will display message box and If will take up to 5 min to display custom field in CDS.

Verify custom field in CDS

Login to Web.powerapps.com

Select the right environment for CDS

Go to Entities and Find the cdm_employment entity

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Click on Employment and verify custom field

Verify data in CDS

To Verify data in CDS, It can be done in many ways

  1. Go to Employment entity and check for Data tab
  2. Export the data and check for Employee pension number
  3. Edit the data in Excel and check for Employee pension number
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Deleting custom fields

In some rare cases, you may decide that a custom field is no longer needed. When this occurs, a system administrator can choose to delete the field from the Custom fields page.

To do this, ensure the correct field is selected, click Delete, click Yes to confirm the deletion, and finally click Apply changes.

Sharing custom fields with other users

After you have created a custom field and exposed it on a form, you might want to provide this updated page view that includes the new field to other users in the system. This can be accomplished in two different ways using the personalization capabilities of the product:

  • The recommended route is through the system administrator, who can push a personalization to all users or a subset of users.
  • Alternatively, you can export your changes (called personalizations), send them to one or more users, and have each of those users import your changes.

The Manage option on the personalization toolbar enables you to export and import personalizations.

Export the personalization created for custom field.

The best way is to have your system administrator manage this.

Go to System Admin > Links > Setup > Personalization

Select specific use(s) by their security role or simply for All users, and then either ‘Select an existing personalization to apply for those users”, or they can also import a personalization file for those user(s).

Troubleshooting

Custom field is not visible in CDS.

We have to go custom field setup and have to enable custom field for specific entity. It should be visible in CDS.

Custom field is not visible in Form.

 Click on Personalize and Add field again(If it is already created).

Power Platform/ Power BI

Custom field can be use in Power Platform and reporting purpose. We have to use CDS entities.

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