Customization of form and table in Dynamics 365 for finance and operations

In this post we are going to learn that how can we do simple customization of form and table in D365. We can do customization of particular form or table by creating “Extension”.

Any type of modifications or to add some fields to an original object can be done by creating extensions. In this blog I have demonstrate how to add fields to an existing form. Consider a scenario where we are going add two columns in a table (DirPartyTable).

1. Credit Limit 2. Remarks.

Initial step is to create a new model in Dynamics 365, it is important to understand what a model is. A model can be defined as a collection of elements that represent a distributed software solution.To create a new model, in Visual Studio – from the menu, click on the Dynamics AX >> Model Management >> Create model. This will open the model wizard.

From the model wizard, you can specify the Model name, Model Publisher, Layer, Version, Model description, and Model display name.

 

After clicking Next, you will need to determine if you want to Create new package, or Select existing package.

As of now we are adding above packages, as per my requirement you may add different packages if required.

Next I am prompted to give a name for the new project being created associated with my new model. 

After hitting Ok, my new project (associated with my model) can be seen in the Solution Explorer window. From picture below, you may identify Project name, layer, and the Model name.

From Application explorer open Table(DirPartyTable) >> right click and click on create extension.

As display in above image, highlighted in red box is our table that we need to customized and most important is highlighted in black box is our table’s package.

As display in the below screen, we can’t create extension as in the earlier step we didn’t add “Directory” package. Please note in my case I am adding these missing package but in your it may be different as per the requirement.

So we have to modify our current model and add missing package(“Directory”) to customize the DirPartyTable. Please follow below steps to update model.

And select our current model and add remaining package as display below.

After that please don’t forget to build your project. Now we are able to create extension for our required table.

Open the table designer and expand the fields. Add the one field and set the appropriate properties.

From Application explorer open User Interface >> Forms >> DirPartyQuickCreateForm right click on it and create extension.

Open the form designer of DirPartyQuickCreateForm. Expand the deign portion until you reach the control, where you want to add required field. for my case I am adding Tab page as display below.

Now set appropriate patterns and property of newly added controls.

Now drag and drop the customized filed or required filed to newly added tab page control as display below. I have added two columns for demo purpose.

1. Credit limit  2. Remarks.

Now Save the changes and build the project and open the form and check.

• Twitter
• Facebook
• Google
• Tumblr
• Pinterest