How to Make Fields Mandatory in Microsoft Dynamics 365 Finance and Operations Without Coding

Data accuracy and completeness are essential for maintaining robust internal controls in any organization. Microsoft Dynamics 365 Finance and Operations (D365FO) offers various ways to customize forms to meet specific business requirements.

One common scenario is when a customer requires certain fields to be mandatory for data entry, even though they aren’t mandatory by default. Fortunately, D365FO allows you to achieve this without any coding. In this blog, we will guide you through the steps to make a field mandatory using the personalization feature.

Why Make Fields Mandatory?

Ensuring certain fields are mandatory improves data accuracy, reduces errors, and enforces internal controls. For instance, a mandatory Tax Exempt Number field ensures compliance and proper documentation for tax-exempt customers.

Step-by-Step Guide to Make a Field Mandatory

Step 1: Navigate to the Form and Identify the Field

In this example, we’ll make the Tax Exempt Number field mandatory on the Customer form:

1. Go to the Accounts Receivable module.
2. Select Customers and then All Customers.
3. Open the customer record where the field is located.

Step 2: Personalize the Field

1. Locate the field you want to make mandatory (e.g., Tax Exempt Number).
2. Right-click on the field and select Personalize Field from the menu.
3. In the Personalization dialog box, enable the Required checkbox.

Step 3: Test the Field

1. Try saving the form without entering any data into the mandatory field.
2. The system will display an error message indicating that the field is required.

Making fields mandatory in D365FO is a simple process that doesn’t require any coding expertise. By using the personalization feature, you can enforce stricter data accuracy and completeness controls to meet customer or business requirements.

This quick and easy method ensures that critical information is always captured, improving overall operational efficiency and compliance.

Have Questions?
If you found this guide helpful or need assistance with further customization in D365FO, feel free to leave a comment or reach out.

Thank you for reading!

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