How to create a new model in D365 F&O

Rumman Ansari   Software Engineer   2023-09-06   1279 Share
☰ Table of Contents

Table of Content:


Project, package, and model

Elements in Dynamics 365 for Finance and Operations represent every individual element of AOT such as class, table, form, and so on. Elements in Dynamics 365 for Finance and Operations are stored on disk as XML files; these files contain the metadata and source code for the element. The XML files are the unit of Source Control.

Projects works the same as AX2012, but in D365 an element can be customized only once they are added to a specific Visual Studio project. The project may only belong to one model.

Dynamics 365 for Finance and Operations model is a group of elements. Standard elements are part of a standard model; you can add them into your model and do customization. A model is a design-time concept. An example of models: warehouse management model, a project accounting model, and more. Models can have one or more projects. Models may only belong to one package.

Dynamics 365 for Finance and Operations package is a deployment and compilation unit of one or more models. It includes model metadata, binaries, cubes, and other associated resources. One or more D365 packages can be packaged into a deployment package, which is the vehicle used for deployment on UAT and production environments. Packages are packaged into a deployable package file for deployment to Sandbox or production environments. A package can have one or more models. Packages can have references to other packages, just like .NET assemblies can reference each other.

How to create a new model in D365 F&O

To create a new model, follow these steps:

  1. Open Visual Studio as admin.
  2. On the Dynamics 365 menu, point to Model management and select Create model.
  3. Give a model, publisher name, and other values:
  4. How to create a new model in D365 F&O
  5. Now here you can create a new package or select any existing package. We could create a new package and select the required package as referenced packages:
  6. How to create a new model in D365 F&O
  7. Double-check the summary with details. Select Create new project if you want to create a new project in this model once created. You can mark this model to all your new projects by selecting options:
  8. How to create a new model in D365 F&O