Add a Field – Personalization | D365 Platform

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When he went out to plough his fields…his heart would fill with joy.”

How Much Land Does a Man Need? | Leo Tolstoy


D365 contains thousands of related tables with an almost innumerable number of fields – some say D365 has almost as many fields as this blog has fans. But sometimes a user just needs one more field.

Users access this table data through forms. Frequently, a form’s standard view will not contain every single field of related table data. Did you know the customer table (CustTable) has 203 different fields? Add a field allows additional table information to be presented on a form.


Add a Field

Use Ctrl+Shift+P to bring up the Personalization Toolbar and click on Add a field. Once Add a field is selected, click on the part of the form where the new field should go.

A new “Add columns” area will pop up on the right allowing the user to select which field (or fields) to bring into the form. Did you know that 3 of the 203 fields on the Customer Table are notes fields?

The selected field(s) will now display on the form.

If the field isn’t positioned quite where intended, the Move button ca be used to fine-tune the location of the new field.

Add a Field, Again!

It is generally bad database design to represent the same field twice on the same table, but not necessarily bad form design. For example, it may make sense to have customer currency in the sales demographics FastTab, and terms of payment in the Payment defaults FastTab. It might also be helpful to have this information closer to the top of the form. Add a field could be used to bring those fields onto the general FastTab in addition to their standard locations.

Add a Custom Field

Observant readers will notice the “Add columns” area also includes a “Create new field” button. Links below are included to outline that functionality – I’ll add my own opinions on the pros and cons of adding custom fields through personalization in a later post.

Additional Reading
Personalize the user experience
Create and work with custom fields
No Developer Required – Adding Custom Fields in Dynamics 365