Add data sources to forms through extension


Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Often, the information that is stored in existing tables doesn't satisfy customer requirements. Therefore, additional tables must be created, and data from those tables must be shown on pages.

You can add new data sources to existing forms through extension. Follow these steps.

  1. In the extension model, create a form extension for the selected form.

  2. Right-click the form extension, and then select New Data Source.

    Add a form data source

  3. Specify the Table property and other required properties on the data source. For example, define how the data source should be linked with the other data sources for the form.

  4. Drag fields from the new data source into the form design, as shown in the following illustration.

    Add fields from the data source to the form design

  5. In a similar manner, you can add fields from existing data sources. For example, the table behind the form might have been extended with additional fields, as shown in the following illustration.

    Data source that has additional fields


    You might have to right-click the form extension data source and then select Restore to make the new fields appear in the list.

  6. You can now view and edit the data in these new fields and tables, as shown in the following illustration.

    New fields