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Custom fields in Dynamics 365

Create custom fields under a table

  1. Microsoft Dynamics creates a default field called new_name.

    New name

  2. For the FastStats Unique Reference Number (URN), select + to add a new column.

    Select plus

  3. Use the data type panel to select the type of field.

    Data type

  4. After choosing Whole Number, the value range fields update.

    Minimum value

  5. Change the minimum value to 0 and select Save to add the column.

    Zero save

    Note

    You can't change a field's data type once you create it, except for changing a text field to an autonumber field.

  6. To find the logical name, select the down arrow and then Edit column.

    Down arrow edit

  7. Select Advanced options to see the Logical name, which is what FastStats uses.

    Note

    The logical name is case sensitive.

    Advanced options

  8. 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 all other fields.

  9. Select + Add field and repeat the process for the following fields.

    Tip

    The following data items are examples only. Use data types, naming convention, and field length to match your data model.

    Max length

FS Title

Item Description
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

FS Initial

Item Description
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

FS Surname

Item Description
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

FS DOB

Item Description
Display name FS DOB
Description FastStats prospects date of birth
Type Date only
Schema name new_FSDOB
Logical name new_fsdob

FS Email

Item Description
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

Fields example

The FastStats Prospects entity is visible in the Sales menu.

Extensions

Note

Use Create Personal View or create a Dashboard to view the uploaded data. There are many ways to customise views and dashboards in Dynamics 365.

Create a view