Edit a table

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more

This article will be updated soon to reflect the latest terminology.

You can edit any custom table that you create. Standard tables or managed custom tables may have limitations about changes you can make.

You can perform the following edits to a table:

You can also make changes to rows that support the table:

Note

Standard tables are common tables that are included with your environment that are not System or Custom tables. Managed custom tables are tables that have been added to the system by importing a managed solution. The degree to which you can edit these tables is determined by the managed properties set for each table. Any properties that can’t be edited will be disabled.

Edit table properties using Power Apps

In Power Apps, select Solutions, open the unmanaged solution you want, and then select the table you want to edit. To modify the table properties, select Settings on the command bar to view the Edit table pane as shown below:

Edit table properties

For a description of the properties available to edit see, Create a table.

Note

Once enabled, not all table properties can be changed. More information: Table options that can only be enabled

The name of many standard tables may also be used in other text in the application. To locate and change text where this name was used, see Edit standard table messages

Edit a table using Solution Explorer

When editing a table using the solution explorer you need to find the unmanaged solution that you want to add it to.

  1. From the Power Apps portal select Solutions, and then on the toolbar, select Switch to classic.

  2. In the All Solutions list select the unmanaged solution you want.

Change the name of a table

Use the Display Name and Plural Name properties to change the name of the table in the application.

Note

The name of many standard tables may also be used in other text in the application. To locate and change text where this name was used, see Edit standard table messages

Change the icons used for custom tables

By default, all custom tables in the web application have the same icons. You can create image web resources for the icons you want for your custom tables. More information: Change icons for custom tables.

Table options that can only be enabled

The following table lists the options that you can enable for a table, but after these items are enabled, they can’t be disabled:

Option Description
Activities Associate activities to records for this table.
Business process flows Create business process flows for this table. More information: Create a business process flow to standardize processes
Connections Use the connections feature to show how records for this table have connections to records of other tables that also have connections enabled.
Feedback Let customers write feedback for any table record, or rate table records within a defined rating range. More information: Enable a table for feedback/ratings
Notes Append notes to records for this table. Notes include the ability to add attachments.
Queues Use the table with queues. Queues improve routing and sharing of work by making records for this table available in a central place that everyone can access.
Sending email Send emails using an email address stored in one of the fields for this table. If a Single Line of Text field with format set to email doesn’t already exist for this table, a new one will be created when you enable sending email.

Enable or disable table options

The following table lists the table options that you can enable or disable at any time.

Option Description
Access Teams Create team templates for this table.
Allow quick create After you have created and published a Quick Create Form for this table, people will have the option to create a new record using the Create button in the navigation pane. More information: Create and design forms

When this is enabled for a custom activity table, the custom activity will be visible in the group of activity entities when people use the Create button in the navigation pane. However, because activities don’t support quick create forms, the main form will be used when the custom table icon is clicked.
Areas that display this entity In the web application choose one of the available sitemap areas to display this table. This does not apply to model-driven apps.
Auditing When auditing is enabled for your organization, this allows for changes to table records to be captured over time. When you enable auditing for an table, auditing is also enabled on all its fields. You can select or clear fields that you want to enable auditing on.
Change Tracking Enables data synchronization in a performant way by detecting what data has changed since the data was initially extracted or last synchronized.
Color Set a color to be used for the table in model-driven apps.
Description Provide a meaningful description of the purpose of the table.
Document management After other tasks have been performed to enable document management for your organization, enabling this feature allows for this table to participate in integration with SharePoint.
Duplicate Detection If duplicate detection is enabled for your organization, enabling this allows you to create duplicate detection rules for this table.
Enable for mobile Make this table available to the Dynamics 365 for phones and tablets apps. You also have the option to make this table Read-only in mobile.

If the forms for an table require an extension not supported in Dynamics 365 for phones and tablets apps use this setting to ensure that mobile app users can’t edit the data for these entities.
Enable for phone express Make this table available to the Dynamics 365 for phones app.
Mail merge People can use this table with mail merge.
Offline capability for Dynamics 365 for Outlook Whether data in this table will be available while the Dynamics 365 for Outlook application is not connected to the network.
Primary Image System entities that support images will already have an Image field. You can choose whether to display data in this field as the image for the record by setting this field to [None] or Default Image.

For custom entities you must first create an image field. Each table can have only one image field. After you create one, you can change this setting to set the primary image. More information: Image columns
Reading pane in Dynamics 365 for Outlook Whether the table will be visible in the reading pane for the Dynamics 365 for Outlook app.
Use custom Help When enabled, set a Help URL to control what page users will see when they click the help button in the application. Use this to provide guidance specific to your company processes for the table.

See also

Create a table
Create and edit tables using solution explorer

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