Making a Field Mandatory in Dynamics 365 for Finance and Operations without Customization

In previous versions of Dynamics 365 for Finance and Operations (D365F&O), making a field mandatory required a (small) customisation. With version this is no longer the case. Now it is possible to make fields mandatory using personalisation.

In the following example, I would like the Organization number field to be mandatory. To do this, I simply right-click on the field and select Personalisation from the menu. As the following screenshot shows, I can now tick the Required option.

As shown below, the field is now mandatory (red and marked with an asterisks) when editing the record.

Obviously, it is unlikely that an organisation would allow all users to perform this type of personalisation. Since the mandatory (required) field personalisation is saved with the view (in this example “Contoso Customers”, it is possible for an administrator to configure corporate views and distribute them as shown below.

In the above example I am distributing the view to all users in the “Accounts Receivable Clerk” role.

Please note: Instead of right-clicking on the field, the required field personalisation option is also available from the Personalize this page function in the ribbon.

This feature is still in preview, but you can follow updates here.

Published by Henrik Marx Larsen

This blog is my personal contribution to the Microsoft Dynamics 365 for Operations and Finance (D365F&O) community debate. Having worked with Axapta / Dynamics AX / D365F&O for 20 years , I think I may have some interesting insights and views to share. However, I tend to always look forward so I will mostly be writing about current subjects. I have a vain hope that my musings may inspire some of you and provoke some new thoughts in the interest of our community. My day job is to work as a Senior Technical Specialist at Microsoft and help take D365F&O capabilities to new and existing customers. Please note, the views expressed in this blog are mine alone and do not necessarily reflect the views of my employer, Microsoft.

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