Custom fields in Dynamics 365
The following section guides you through creating custom fields in Dynamics 365.
Create the custom fields under a table
To create custom fields under a table:
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You can see a default field is created by Microsoft Dynamics called new_name.
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For the FastStats URN, click on the + to add a new column.
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Use the data type panel to select the type of field.
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After choosing whole number you can see these values change.
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Change the minimum value to 0 and then press Save to add the column.
Note: You cannot change the data type once created with the exception of changing a text fields to autonumber fields.
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To find the Logical name click on the 'down arrow' and the Edit column.
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Then click on Advanced options and then you will see the Logical name which is what is used in FastStats.
Note: This is case sensitive.
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New column FS URN definition.
Item Description Display name FS URN Description FastStats Person URN Type Whole Number (Integer) Minimum value 0 (zero) Schema name new_FSURN Logical name new_fsurn Note: Use the default values for the other fields.
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Click + Add field to repeat the process for the following fields:
Tip: The following data items are for example only, use data types, naming convention and field length to match your data model.
Additional fields
Item | Description |
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Display name | FS Title |
Description | FastStats prospects title |
Type | Single line of text |
Maximum character count | 100 |
Schema name | new_FSTitle |
Logical name | new_fstitle |
Item | Description |
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Display name | FS Initial |
Description | FastStats prospects initial |
Type | Single line of text |
Maximum character count | 100 |
Schema name | new_FSInitial |
Logical name | new_fsinitial |
Item | Description |
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Display name | FS Surname |
Description | FastStats prospects surname |
Type | Single line of text |
Maximum character count | 100 |
Schema name | new_FSSurname |
Logical name | new_fssurname |
Item | Description |
---|---|
Display name | FS DOB |
Description | FastStats prospects dob |
Type | Date only |
Schema name | new_FSDOB |
Logical name | new_fsdob |
Item | Description |
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Display name | FS Email |
Description | FastStats prospects email address |
Type | Single line of text |
Maximum character count | 100 |
Schema name | new_FSEmail |
Logical name | new_fsemail |
The FastStats Prospects entity is visible in the Sales menu.
Note: Use the Create Personal View or create a Dashboard to view the uploaded data, there are many ways to customize Views and Dashboards in Dynamics 365.