Microsoft Dynamics CRM : Field Management

When you create a new entity, you have a few fields but not enough in general for your form.

Before getting any action in the CRM, it’s very important to validate each decision you make.

To create new fields, go to “Settings / Customize the system”, select the entity and click on “Fields”.

Note : All the new fields have a prefix (Example : “jav_[…]”)

Click on “New” to add a new field to the entity “Request”. Give a display name to your field, the display name is used in the column of the view. Note: You can have a different between the wording on the entity form and the display name. If your field have accent (like é/à/è etc…), in the name field, be carreful to complete with letter without accent.
A field can be :

• Business Required : You can’t save your record if this field is empty
• Business recommended : It’s better to complete this field but not mandatory
• Optionnal: Not mandatory 

You can activate or not the search on the field, the audit and the security (Security by user to see/modify the value of the field)

Now the most important thing, you have to choose the type of your field:

• Single line of text : line of text with a limit of caracter
• Option set : Picklist with value. Only one will be chosen
• Two options : Yes / No for example
• Number type : Decimal, whole number, etc…
• Currency : Choose the default currency of the record
• Multiple line of texte : For description aera
• Date and time : 17/06/2014 16h30
• Lookup : Link with another entity

Note : For the Option set, its better to select a global option set and not edit a picklist only for this entity. An existing option set can be share between all the entity. A sepcific option set not.
When you finish to customize your new field, click on “Save” and “Publish”.
You have to place it on the form you want ! :)