Dear All
In D365 now you can make any field mandatory through user interface. No customization required for that. Please note that as it's possible through personalization so the field will be mandatory for the selected user only although it'll create a form view version which can be publish for all and other user can also use the same.
This is a very common one user miss some really important information in to the form every time this user can make field mandatory for themselves as well as can share his personalization with other users also.
Here we go .
To use this feature, from feature management "Designate fields as required using personalization" feature needs to be enabled from - System Administration - Feature management
for more information about feature management, follow https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/feature-management/feature-management-overview .
After enabling the above feature, user can have the privilege to use the nice functionality to make ANY field mandatory, lets go through.
We will see how a field can be made mandatory while creating customer (example Sales Tax Group to be mandatory while creating customer)
Step 1: Determine which field needs to be mandatory to fill in and right click on that field (sales tax group in our case).
Step 2: Click "Personalize"
Step 3: "Personalize" form will open and enable "Required" field.
Step 4: Now Sales Tax group will be mandatory and can not be created record unless the same is filled in.
Microsoft has introduced this nice feature in 10.0.11 version as a preview and this will be available on next releases for general availability.
Note that this feature is dependent on the saved views feature.
I hope this feature will add value to you and if you have any concern kindly connect in or comment on the comment box
