axinthefield: Learn how to extend a data entity with Budget Planning justification documents
One of the advantages of the Dynamics 365 ecosystem is how easy it is to use tools like Visual Studio to customize the system using extensions without introducing complexity into the upgrade process. Today's post will show you an example of creating an extension to a data entity in just a few minutes to enable reporting on additional field in your system.
Table of Contents
A new feature is available in Dynamics 365 10.0.18 to author a budget plan narrative as part of the budgeting process. This feature created two new fields and added an HTML control to the budget plan document to enable the new feature. The new feature does not include any reporting so I started down this path to see if I could use the justification document feature using Microsoft Word to get a report with data.
Creating your model
The first step in the development process is to create a new model. A model is grouping of new artifacts and customizations in Dynamics 365. It sets metadata and defines dependencies for our new functionality.
Extending your data entity
Verify your results
Call to Action
Did you find that to be easier than you thought? There was no complex logic with our field to have to deal with, but this covers the basics that apply to many entity extensions.
if you have Premier Support, we have several team members that can assist with proactive and reactive offerings. Reach out today to your Customer Service Account Manager for a Dynamics 365 Finance development workshop and we’ll have one of our experts work with you to get you the help you need.
WorkshopPLUS - Dynamics 365 for Finance and Operations: Extensibility 1 Day with Lab
WorkshopPLUS - Dynamics 365 for Finance and Operations: Development Foundations
WorkshopPLUS - Dynamics 365 for Finance and Operations: Advanced Development
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