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Table of Contents

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  1. Preface
  2. Introduction to Create Netsuite Sales Orders from Dynamics 365 Opportunities recipe
  3. Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe contents
  4. Using the Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe

Create NetSuite Sales Orders from Dynamics 365 Opportunities

Create NetSuite Sales Orders from Dynamics 365 Opportunities

Back Next

Creating a custom field in Dynamics 365 account entity

Creating a custom field in Dynamics 365 account entity

Create a
new_netsiteid
 custom field in the Dynamics 365 account entity.
  1. Log in to the Dynamics 365 organization.
  2. Go to
    Settings
    Advanced Settings
    .
    The following image shows the
    Advanced Settings
     option on the
    Dynamics 365
     page:
    The image shows the Advanced Settings option on the Dynamics 365 page.
  3. On the
    Settings
     page, click
    Customizations
    .
    The following image shows the
    Customizations
     option on the
    Settings
     page:
    The image shows the Customizations option on the Settings page.
  4. Click
    Customize the System
    .
    The following image shows the
    Customize the System
     option on the
    Customization
     page:
    The image shows the Customize the System on the Customization page.
  5. Go to
    Components
    Entities
    Account
    Fields
    , and then click
    New
    .
    The following image shows the
    New
     button on the
    Account Fields
     page:
    The image shows the New button on the Account Fields page.
  6. In the
    Display Name
     field, enter the value as
    NetSuite ID
     and click
    Save and Close
    .
    The value in the
    Name
     field is automatically set to
    new_netsuiteid
    .
    The following image shows the
    New for Account
     page:
    The image shows the New for Account page.
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