You must locate this field in the entity fields. Using Custom Data Entities to Import Data from Excel in Dynamics 365 FO This field must be a Single Line of Text field with the format of Text. The primary field is typically a link that opens the record.

This field is used when records for the entity are displayed in a list. This is defined in the Primary Field tab. For more information about available options, see Edit an entity. There are a number of options that are set by default. However, you can edit this data to modify where each entity is displayed and how it is displayed by editing the sitemap. Making changes here updates the data that defines the navigation pane. Under Areas that display this entityselect which of the areas available in the navigation bar you want this entity to be available from. To create an activity entity, select Define as an activity entity before you save the entity. If you care about the customization prefix, make sure that you are working in an unmanaged solution or the default solution where the customization prefix is the one you want for this entity.įor information about how to change the customization prefix, see Change the solution publisher prefix. Part of the name of any custom entity you create is the customization prefix.

More information: Create new metadata or use existing metadata. Before you create a custom entity, evaluate whether using an existing entity will meet your requirements.

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