How do I add new Columns/Fields to Dynamics365?
Want to store other information in Dynamics that is not part of the ‘out of the box’ experience?
Dynamics is very customizable and allows you to create multiple fields (with some limitations) to store whatever you need for your business.
Applies to:
Dynamics 365 On-Prem
Dynamics 365 On-line
Adding Columns/Fields in 3 Steps!
There are a couple of caveats when creating new fields - rules that must be known! Check out the Related Reading on the right for information about the fields and the types available.
NOTE: It can be easier (and recommended) to store your changes in a Solution file. See: How do I make a solution for details
NOTE: the term ‘Field’ and ‘Column’ are used interchangeably because Microsoft have been in a constant state of flux around the actual ‘word’ to describe these. So far, we’ve called these Attributes, Fields and now Columns.
Step 1 - Decide on the column/field type
Depending on what type of information you want to store in Dynamics, will affect what type of column you pick. Check the post on Column Types to see all the different types available.
NOTE: Each type can have different limitations - See: Limitations of Fields
NOTE: You cannot change a column type after it has been created - so choose wisely.
Step 2 - Add the column to the solution
Open your solution and select the relevant Table. (Skip to Step 3) If the Table doesn’t exist because its a new solution, then select the Add Existing Button
Select the Add Existing - Table option
Search for the table you wish to add and select it
OPTIONAL - either select ALL to add all the columns for the table OR press the Select Components to pick which columns to add to your solution.
Check that the table now appears in the solution and you can select the Table
Step 3 - Add the column to the solution
Select the Table and then the Columns in the navigation tree. Select Add Column.
Provide a name for your column and select the data type. (see Field Types for a description)
If you need to set the field as a Calculation or Rollup column - now is the ONLY time you’ll have to select this option. If you want to add it later, you’ll need to destroy and recreate the column.
Next hit DONE a the bottom and then when all your columns are added, there will be a ‘Save Table’ button to add those changes to the dataverse.
Whats Next?
If this is a user-facing column, then you can add it to a form or view for the users to interact with this field. If it’s for calculation purposes or storing data behind-the-scenes, then you’re all done!
Related Reading:
