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How to view and export Field Description in D365 Finance and Operations

September 18th, 2019 Intech SystemIntech System Dynamics 365

This article is about ‘How-to’ view and export the Field Description in D365 F&O.
Dynamics 365 F&O usually provides descriptions to some or more of the complex fields. While these descriptions happen when you only hover over the field, although it is permissible to view and export the description to the field description page.

Want to know HOW? Let’s understand the visuals below.

See field descriptions in the user interface

As said earlier, you can see the description just by hovering up the field. If there is no description available, you will entirely view the field name.

field description in D365

 

Note: Not all pages or fields have field descriptions. Descriptions are only present for the more complex fields, not where the use of the field is naive.

View and export field descriptions

You can see the descriptions that are available for one page at a time.
To view the descriptions for a page, follow this step.

  • Go to Common > Inquiries > Batch jobs > Field descriptions

 

Field Description in D365

 

  • In the ‘Select a page’ field, select the name of the page.

 

field description in d365

 

You can use either the name of the page that is shown in the user interface (UI) (for example, Item model groups) or the code name (AOT name) which is available when you right-click a page (for example, InventModelGroup).
If you set the Include fields without a description option to Yes, all the fields on the page are shown, even if they don’t have a field description.

To export the descriptions for a page

  • In the ‘Select a page’ field, select a page
  • Click the Open in Microsoft Office button in the upper-right corner, and then click FieldDescriptionTmp.

 

field description in d365

 

This is it, by following the above-stated steps you can easily view and export the Field Description in Dynamics 365 Finance and Operations.
If you are stuck or want to know more about Microsoft Dynamics 365 please feel free to contact or experts at sales@intech-systems.com.

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