Extending standard dataentity to add customized fields in Dynamics 365 finance and operation

This blog I will explain how can we extend standard entity to add our custom fields, Extensibility of standard data entity is indeed thing when we are implementing Dynamics 365 for Finance and Operations, and it is important to be able to have extensible data entities; else, we would have to write new data entities to be able to use a field we added to a standard table as an extension.

In this example, we will create an extension for the Customer entity, named CustCustomerV3Entity.

Getting started

Part of this recipe is to add an extension field so we can import data into it, so the first part is to create an extension for the CustTable table with a new field. This is optional, but is included in order to demonstrate how this is done.

To follow this optional step, create a table extension for the CustTable table and add a new field of type Title called JP_Title. Also, add this to a form extension so we can see the results.

We should know following objects before we start customizing:-

                 1. Target Table
            2.  Form name
            3.  Entity name
            4.  Staging table

How to do it...

Please follow below steps to create a data entity extensions:

     1)  Add your custom field in CustTable extension. Build your model.

     2)   Add this to a form extension of CustTable so we can see the results.

3)   And we can see the field on CustTable List page

4)   Create Data entity extension for CustCustomerV3Entity. You should see your field in the data source and add this new data source field in the entity field list’

5)   Add the same field in new table extension for CustCustomerV3Staging table

6)  Complete build & database synchronization.
7)    In D365FO UI, Go to System administration > workspaces > Data management > Framework parameters and select the tab Entity settings and click on Refresh entity list

       8)  Then go to System administration > workspaces > Data management > Data Entities, regenerate the mapping for CustCustomerV3Entity

     9)   Then we can see our newly added field mapping under the list.

How to verify...

We can verify this by adding CustCustomerV3Entity to excel and refresh the data and see the newly added field part of entity. For more information, please check the Open entity data in Excel when you start from Excel

Hope this helps and I will come up with another interesting blog post soon.

Tags,

#D365FO, #DataEntities, #Entity, #Extensions, #Standard , #DataEntity