D365 for Talent Architecture
No development is required to add custom fields in Talent. In fact, a user or consultant can easily do this too using the provided personalisation functionality in Talent and the Power Platform. The process is very similar to adding user defined fields to D365 for Finance and Supply Chain.
Before we go ahead it is best to explain some points on the Talent architecture. Talent comes in 3 parts: CoreHR, Attract & Onboard. CoreHR was built on top of the same HR stack as D365 Finance and Operations (FinOps). It has a subset of data entities (tables) from the FinOps platform. These entities are then pushed to the Common Data Service (CDS) platform automatically using a Data Sync service. On the other hand, Attract and Onboard data is saved directly in CDS entities through OData calls.
Till this date (November 2019), adding custom fields is only available in CoreHR and not in Attract or Onboard. You can add custom fields of different types including text, numbers, dates and checkboxes but you cannot add lookups.
The following list of entities in CoreHR are in CDS and can be extended:
- Benefit entities
- Worker entities
- Position entities
- Job entities
- Leave and absence entities
- Organization entities
- Payroll entities
Refer to https://docs.microsoft.com/en-us/dynamics365/talent/corehrentities for the updated list of entities as these can change from time to time.
To explain the process of adding custom fields we will go step by step through a real example of how to add a new field to the worker to store the “Number of years of work experience”. This means a new numeric field “WrkExp” on the HcmWorker table in CoreHR which will then be synched to the cdm_worker entity in CDS.
Adding a custom field
Sign-in to Talent and go to the form where you would like to add the field. You can either:
- Right-click on the control (e.g. grid) of the form and select add column from the menu, or,
- You can also click on the Options tab from the Action Pane, click on Personalize this form, click on the “+ Add a field” button and select the control where you want to add a column.
In both cases this will open the “Add columns” dialog slider.
From the “Add columns” dialog click on the “+ Create new field” link. This will open another dialog to create the new field. Here you will specify table name, the name of the field (Name prefix + “_Custom”), choose the type of field (numeric in our case), enter the label and help text.
This will add the new custom field to the form that you just selected. At this stage the new field is only visible to the user currently signed.
Sharing custom fields with other users
To share the new field with other users we will need to use personalisation. An Admin user needs to go the System Administration module > Setup > Personalisation.
Select all the users that should see the new custom field and apply the same personalisation settings from the selected user/form.
Sync with CDS
To sync the custom field with the CDS database (from HcmWorker to cdm_worker) go to System Administration > Setup > Custom Fields using an Admin account. When the form opens, select the table (HcmWorker in our case) and custom field that we just created. In the entities tab enable the CDS entity which starts with the “cdm_” prefix. Click save and apply changes. It can take up to 5 mins to see the custom field in the CDS entities.
To verify, open the PowerApps platform from http://powerapps.microsoft.com/ (make sure you have the PowerApps Plan 2 license on your Office365 account). Go to the Entities tab under Data and find the cdm_worker entity. Select the correct environment (Sandbox/Prod) to see the data and select All entities from the search bar.
When you open the open you should see the custom field created earlier. Custom fields can be easily identified as they will have the “_custom” suffix.
Article written for Bluefort Malta