Customization in Dynamics HR
Before you start reading this post on how to customize the HR module in D365F&O, please refer to my previous post about deploying a new Dynamics HR environment.
Dynamics HR has very limited capabilities to detect any direct changes to the environment. Unlike D365F&O, there is no SDK available where we can use Visual studio to make any code or process changes and make any modifications to the models.
The only change you can make is to embed a Power app, create custom fields in a table or form, or embed a Power BI report.
Since Microsoft hasn’t released any documents regarding customization best practices, here are some basic steps you can take to implement small changes.
new table field
Let’s start by making simple changes to create a new field to an existing key operator and add that to a form.
Go to the Personnel Management module and select the Links section which will open a list of menu items. Click on the menu item “Employees” as shown below:
Select any employee record to open the details form. Right-click on any section of the form and click Customize.
Click “Customize This Page” and select the “Add Field” option
Click again on the form anywhere to add a new field which will open the list of default fields in the table.
Click on the “Create a new field” option. The form will open as shown below:
Let’s add a new dropdown field to this form. So, enter all the details as shown below:
Please note that I have defined the field type as pickup which will act as a dropdown/lookup. “Save” to finish creating the new field. Reload the entire page to see the effect.
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