{"id":10235,"date":"2017-05-30T08:04:15","date_gmt":"2017-05-30T12:04:15","guid":{"rendered":"http:\/\/www.sherweb.com\/blog\/?p=10235"},"modified":"2022-07-15T15:53:59","modified_gmt":"2022-07-15T19:53:59","slug":"customize-fields-dynamics-365-like-pro","status":"publish","type":"post","link":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/customize-fields-dynamics-365-like-pro\/","title":{"rendered":"How to Customize Fields in Dynamics 365 Like a Pro"},"content":{"rendered":"<p>Your data is a mess, and you\u2019re having issues trying to organize it. You might have even downloaded third-party software to help you out, which just clutters your computer space and scatters your data. Dynamics 365 can help with its customizable fields to get you organized and running smoothly.<\/p>\n<p>While Dynamics has loads of customizations and configurations that I can\u2019t cover in one blog post, I\u2019m going to focus on the field level customizations and how Dynamics 365 can cover my business process from A-Z without external systems.<\/p>\n<h3>Microsoft allows me to create different types of fields depending on my business needs.<\/h3>\n<p>Here are the different ones we can create (for simplicity, I\u2019ll provide examples of different fields that can be created in the <strong>Lead<\/strong> entity. Please note that these types of field are generic and can be created on <strong>any<\/strong> Dynamics 365 entity):<\/p>\n<ul>\n<li><strong>Single Line of Text<\/strong>: This one is simple and obvious. If you need to create a field with a text value on your form, this is what you need.<br \/>\n<em>e<\/em><em>.g. If you want to add an alpha-numeric \u201cReference Number\u201d on the lead.<\/em><\/li>\n<\/ul>\n<ul>\n<li><strong>Multiple Lines of Text<\/strong>: Just like the one above but this one serves as a big block of text.<br \/>\n<em>e.g.\u201cDescription\u201d field on Lead<\/em><\/li>\n<li><strong>Option Set<\/strong>: This field contains a drop-down of different values if you need to restrict the user to choose one of the predefined values you provide.<br \/>\n<em>e.g.\u201cLead Profiling\u201d field with values like [Cold\/Warm\/Hot]<\/em><\/li>\n<li><strong>Two Options<\/strong>: This field contains [Yes\/No] values by default. They can be changed to have custom values, but unlike Option sets, they can only contain two options as the name suggests.<br \/>\n<em>e.g. \u201cLead contacted by Sales Manager\u201d with [Yes\/No] values.<\/em><\/li>\n<li><strong>Image<\/strong>: This field can be a bit confusing as we are only allowed to add one image field to any entity. And it\u2019s not added in Form Editor like the rest of the field types. Instead, after creating an image field, you must go to the entity information and set it as the primary image.<br \/>\n<em>e.g. If you have a photo of the main contact, you can add it in the lead.<\/em><\/li>\n<li><strong>Whole number<\/strong>: If you\u2019re using Dynamics 365, chances are you\u2019re going to use number fields to keep data about quantities and values. This will represent integers in the form.<br \/>\ne.<em>g. Field \u201cQuantity required\u201d for example to represent the quantity of products the lead seemed to be interested in.<\/em><\/li>\n<li><strong>Floating point number<\/strong>: Decimal number with precision 5. This can be used whenever a decimal is needed.<br \/>\ne.<em>g. a field that calculates \u201cAverage consumption.\u201d<\/em><\/li>\n<li><strong>Decimal number<\/strong>: This is similar to the floating point but with precision 10. This field type is usually used when there\u2019s a very accurate calculation that can\u2019t be represented with a floating point. For better performance, unless super precise values are needed, floating points are better.<\/li>\n<li><strong>Currency<\/strong>: This is a field represents a money value.<br \/>\n<em>e.g. \u201cInitial Budget\u201d field on the lead form. To have one of these on the form, the out-of-the-box currency field should be visible (USD or EUR)<\/em><\/li>\n<li><strong>Date and Time<\/strong>: This can have a date-only value or store date and time.<br \/>\n<em>e.g. \u201cSubmission deadline\u201d on the lead (these fields can be useful to set reminder emails or tasks).<\/em><\/li>\n<li><strong>Lookup<\/strong>: This represents a linked entity. It acts like a \u201chyperlink\u201d to the other related entity.<br \/>\n<em>e.g.<\/em><em>\u00a0If you have customers from different countries, you can create a custom entity called \u201cCountry\u201d that will contain all the countries you deal with. On the lead form, you can create a lookup field to the country that way you can link each lead to a specific country.<\/em><\/li>\n<li><strong>Customer<\/strong>: This field is very similar to a regular lookup, but it points to Accounts and Contacts assuming that customers can either be individual persons or companies.<\/li>\n<\/ul>\n<h2>How to create or edit fields in a glance<\/h2>\n<p><strong>You don\u2019t need to be a tech or development expert to add a simple field; Dynamics 365 makes it very easy.<\/strong><\/p>\n<p>There are mainly two ways to access the form editors: from the form itself or from a CRM solution.<\/p>\n<p>Solutions are usually used by Dynamics Developers to move changes between environments, so let\u2019s focus on the forms for now. Below, I\u2019ll show you how to add a field directly from a form.<\/p>\n<ol>\n<li>Go to the form where you want to add a field (for consistency\u2019s sake, let\u2019s stick with a lead form).<\/li>\n<li>Click the command bar and choose <strong>Form Editor.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10238 size-full\" src=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/dynamics-365-form-editor-lead.png\" alt=\"Dynamics 365 - Open the Form Editor\" width=\"1078\" height=\"257\" srcset=\"\/blog\/wp-content\/uploads\/dynamics-365-form-editor-lead.png 1078w, \/blog\/wp-content\/uploads\/dynamics-365-form-editor-lead-300x72.png 300w, \/blog\/wp-content\/uploads\/dynamics-365-form-editor-lead-768x183.png 768w, \/blog\/wp-content\/uploads\/dynamics-365-form-editor-lead-1024x244.png 1024w, \/blog\/wp-content\/uploads\/dynamics-365-form-editor-lead-600x143.png 600w\" sizes=\"auto, (max-width: 1078px) 100vw, 1078px\" \/><\/strong><\/li>\n<li>In the <strong>Field Explorer<\/strong> section on the right, click on \u201c<strong>New <\/strong>\u201d<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10237 size-full\" src=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/dynamics-365-create-new-field.png\" alt=\"Dynamics 365 - Modify Lead Display in Dynamics 365\" width=\"1224\" height=\"616\" srcset=\"\/blog\/wp-content\/uploads\/dynamics-365-create-new-field.png 1224w, \/blog\/wp-content\/uploads\/dynamics-365-create-new-field-300x151.png 300w, \/blog\/wp-content\/uploads\/dynamics-365-create-new-field-768x387.png 768w, \/blog\/wp-content\/uploads\/dynamics-365-create-new-field-1024x515.png 1024w, \/blog\/wp-content\/uploads\/dynamics-365-create-new-field-600x302.png 600w\" sizes=\"auto, (max-width: 1224px) 100vw, 1224px\" \/><\/li>\n<li>Here you can choose all the field properties before saving. Please note that some of the properties cannot be changed after the initial save (e.g. Name, Field type, etc.).<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10236 size-full\" src=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/dynamics-365-configure-new-field.png\" alt=\"Dynamics 365 - Create a New Field for Leads\" width=\"932\" height=\"588\" srcset=\"\/blog\/wp-content\/uploads\/dynamics-365-configure-new-field.png 932w, \/blog\/wp-content\/uploads\/dynamics-365-configure-new-field-300x189.png 300w, \/blog\/wp-content\/uploads\/dynamics-365-configure-new-field-768x485.png 768w, \/blog\/wp-content\/uploads\/dynamics-365-configure-new-field-600x379.png 600w\" sizes=\"auto, (max-width: 932px) 100vw, 932px\" \/><\/li>\n<li>Click <strong>Save<\/strong> and<\/li>\n<li>You\u2019ll see the field in the \u201c<strong>Field Explorer<\/strong>\u201d section of the Form Editor.<\/li>\n<li>Drag and drop it anywhere on the form.<\/li>\n<li>Click Save.<\/li>\n<li>Click <strong>Publish<\/strong> (to make changes visible to the user).<\/li>\n<li>Go back to your form and refresh the page.<\/li>\n<li>You\u2019ve successfully created a new field!<\/li>\n<\/ol>\n<h2>Organize all your data at one place<\/h2>\n<p>By having the ability to create and edit fields at will, you can keep your data all in one spot and organized for easy reference.<\/p>\n<p>Get rid of pointless third-party software that only eats up space and costs you time by having your data in several programs<strong>. <\/strong><\/p>\n<p><strong>Now that you can add fields in Dynamics 365, you can keep your business opportunities on track and on time.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>While Dynamics has loads of customizations and configurations that I can\u2019t cover in one blog po","protected":false},"author":177,"featured_media":9283,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[652],"tags":[],"class_list":["post-10235","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Customize Fields in Dynamics 365 Like a Pro | Sherweb<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/customize-fields-dynamics-365-like-pro\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Customize Fields in Dynamics 365 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