A new feature in the latest platform update for Dynamics 365 for Finance and Operations (Platform Update 11) that was released in October provides the ability to extend a field group that belongs to another model. This is a significant improvement as previously, there was no way of achieving this.

Prior to this enhancement, if you had a field group that belonged to a vertical or an add-on created in its own model and you wanted to add a custom field that you created, you had no option available to you. With this new feature, you now have that option. In this blog, we will walk through an example of how to implement this new feature and will provide a few observations along the way.

Introduction

In this scenario, we’ll start with an existing field group that may have been created as part of a vertical solution and exists in a new model we’ll call ApplicationSuiteExtensioin. As you can see, the new package has references back to the ApplicationSuite package (as well as ApplicationPlatform and ApplicationFoundation, not seen).

field group extensions

In this model, a new field group has been added to the CustTable containing a new field as shown below. This new field group has also been added to the customer form.

field group extensions

Process

Your company needs an additional reference field to be displayed in the same location where the ApplicationSuiteExtension model added one. Therefore, you will need to create a new field in your own package, and add it to the field group above. The first step is to create your new package/model, which we’ll call ApplicationSuiteExtension2. This new package must reference the ApplicationSuiteExtension  package which has the original field group, otherwise the field group in ApplicationSuiteExtension will not be available.

field group extensions

Create an extension of the CustTable in your model and add a new field called YourCustomerReference. Then add this field to the field group NewFieldGroup1, which will be accessible under the field group node.

field group extensions

You can now add this new field to the field group NewFieldGroup1 that exists in a different model.

field group extensions

Result

That’s all there is to it! You can now add the field group to any form or report. Once completed, you’ll see that your new field is now available in the field group. This functionality was not possible prior to update 11.

field group extensions

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Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.