One of the advantages of the Dynamics 365 ecosystem is how easy it is to use tools like Visual Studio to customize the system using extensions without introducing complexity into the upgrade process. Today's post will show you an example of creating an extension to a data entity in just a few minutes to enable reporting on additional field in your system.
A new feature is available in Dynamics 365 10.0.18 to author a budget plan narrative as part of the budgeting process. This feature created two new fields and added an HTML control to the budget plan document to enable the new feature. The new feature does not include any reporting so I started down this path to see if I could use the justification document feature using Microsoft Word to get a report with data.
Table of Contents:
00:00 - Introduction
00:06 - Overview
00:57 - Creating your model
02:47 - Extending your data entity
05:28 - Verify your results
06:40 - Outro
