INFORMATION
About the app Custom Fields
Do you have customer data you can’t register? Are you missing important contact or vendor information which is essential for your company business? And is there any sync between contacts, customers and vendors? Just some important issues Small to Midsize Businesses struggle with nowadays.
A lot of standard fields for entities like Contacts, Customers and Vendors are already provided, but what if you want to register company specific data for your business process in Microsoft Dynamics 365 Business Central? We have the perfect app to help you get more productive. With the Custom Fields extension, you can easily create your own specific fields for Customers, Vendors, Contacts, and other entities. Each field can be set up with a field type for data entry, you can use customizable lists, and you can provide a translation for each custom field into your localization of choice. The Custom Fields app also supports synchronization of the added custom fields between contacts, customers, and vendors. This will enable you to maintain your data in one place, and keep it in sync with the related data. A timesaving feature that helps to reduce errors!
It is possible to use the Custom Fields you created on Sales headers and Sales lines, and on Purchase headers and Purchase lines. You can create and use your own fields on, for example, Sales Quotes or Purchase Orders. Another useful feature is the transfer of the Custom Fields from your Customer to a Project or Sales header, from a Vendor to a Purchase header and from an Item to Sales and Purchase Lines.
Custom Fields Pro – Add more custom fields, on more pages, and unlock advanced features!
With Custom Fields Pro the available Custom Fields are extended to 10 fields per field type for each entity.
It also enables the Custom Fields functionality for additional entities, including:
- Project Tasks & Planning Lines
- Service Items
- Service Contracts (Header and Lines)
- Service Documents (Header, Item Lines and Lines)
- Production Order & Components
- Production BOM (Header, Lines and Version Lines)
- Fixed Assets
- Serial/Lot No. Information
And of course, the transfer/synchronization of field data between these additional entities and documents are supported as well.
Custom Fields – Relations – Add custom lookups to your fields, to make them refer to other tables’ records!
With Custom Fields Relations it is possible to use the look up table ID to retrieve a list of all available tables in BC, and then set that table as the lookup source for a Custom Field. You can then also set the lookup page that should be opened when drilling down on the custom field.
For example, you could add a “Contact No.” custom field on the Customer Card/List with a lookup to the Contact table.
Custom Fields – Calculated Values – Create your own custom calculated fields/flowfields!
Unlock the power of customized calculations in Business Central with Custom Fields – Calculated Values. Create custom fields that perform real-time calculations like sum, average, or count across related tables to streamline your business processes. With easy setup and simulation tools, you can configure fields to your specific needs without coding, test your setup in the free sandbox environment before going live, and use the “Simulate Calculation” action to avoid performance bottlenecks. Empower your team with valuable insights directly within Business Central, boosting efficiency and decision-making.
Do you want to learn more about Calculated Values? Check out the manual.
Or instead, watch this short video:
Pricing
You can try out the Custom Fields extension completely for free by installing it directly from Microsoft AppSource in one of your Business Central Sandbox environments.
No trial period, no obligations!
Just install the extension directly from Microsoft AppSource and try it out right away.
Curious about the pricing for Production use? Please check out our Prices page for detailed information about the pricing for each of our apps.
