Lab - Create a project and add an element

Completed

Read this first - before you start the lab!

Important

For this lab, you CAN'T sign in with your own credentials. Use the following steps to sign in to your lab environment with the correct credentials.

  1. Ensure that you're signed in to Microsoft Learn.
  2. Select Launch VM mode or Sign in to launch VM mode in this unit.
  3. In the Resources tab on the lab side bar, select the T icon next to Password in the Finance and Operations box, to have the administrator password for the Virtual Machine (VM) entered for you.
  4. Select Enter.
  5. Microsoft Edge opens. Wait for it to navigate to the Sign in page for finance and operations. If you experience an issue with the Sign in page loading, try to restart the browser in the VM.
  6. On the Microsoft Sign in page in finance and operations, place your mouse cursor into the Username field.
  7. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to Username, then press Enter.
  8. Your mouse cursor is now in the Password page.
  9. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to select Password, then press Enter.
  10. In the Save password window, select Never.
  11. Select Accept in the Permissions requested page.
  12. To see the lab instructions, select the Instructions tab on the lab side bar.

You can now begin your work on this lab.

Scenario

The finance and operations apps developer is a new employee at the Fleet Management company. The developer needs to create their own project in Visual Studio to begin developing new elements. The developer has been tasked with creating a new Extended Data Type (EDT) for vehicle color.

Create a new project

  1. Minimize the Microsoft Edge window.
  2. Select Run as administrator to open Visual Studio.
  3. Select Yes in the Do you want to allow this app to make changes to your device? window.
  4. Select Continue without code.
  5. Open the File menu and select New > Project.
  6. Ensure that Finance Operations is selected in the Recent project templates section, and then select Next.
  7. In the Configure your new project dialog box, enter FleetManagementProject in the Project name field.
  8. Select Create.
  9. To ensure that the correct project settings are in place, select Dynamics 365 in the Extensions menu.
  10. Select Options.
  11. Under the Dynamics 365 node on the left pane, select Projects.
  12. Ensure that the check boxes for Organize projects by element type and Synchronize database on build for newly created project are selected.
  13. Select OK.

Create a new vehicle color EDT

  1. In the Solution Explorer window, right-click the project FleetManagementProject (ISV) [Fleet Management]. (In this lab, (ISV) and [Fleet Management] denote parameters of the project or object)
  2. Select Add > New Item.
  3. On the left pane, select Dynamics 365 Items and then select Data Types.
  4. On the middle pane, select EDT String.
  5. Enter FMVehicleColor in the Name field.
  6. Select Add.
  7. The FMVehicleColor EDT will now be open in the element designer window.
  8. Right-click the FMVehicleColor (ISV) [Fleet Management] heading in the element designer and select Properties.
  9. In the Label property, enter Vehicle color.
  10. In the String Size property, enter 20 to allow 20 characters to be entered for a color.
  11. Perform a build by right-clicking the FleetManagementProject (ISV) [Fleet Management] project in the Solution Explorer window and then selecting Build.

Close the lab environment

  1. Select Done in the Instructions pane in the lab side bar.
  2. In the Lab is complete window, select Continue, and then select Leave to return to the next unit in the module.