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AX7/D365/Operations: Create custom module

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Purpose:

The purpose of this document is to demonstrate how we can create custom module in the main menu for Dynamics 365 for Operations.

Prerequisites:

  • Access to Dynamics 365 for Operations instance via remote desktop.
  • To be provisioned as an administrator for the instance.
  • Visual Studio project, model, package have been created.

Business requirement:

Ability to navigate to custom module.

Development:

1. Click Ctrl+Shift+A to add new item to the project.
2. Add new Menu, MAKDevelopmentBasics, click Add.

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3. Open the newly added menu in the designer.
4. Right click it to add a new Submenu, Common.

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5. Drag and drop a display menu item to the submenu.

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6. In the Application Explorer, navigate to MainMenu and create an extension.

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7. Give a suitable name to the extension, MainMenu.MAKDevelopmentBasics.

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8. Open the newly created extension in the designer.
9. Drag and drop the MAKDevelopmentBasics menu to the extension of MainMenu.

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10. You should be able to see the custom module added to the Modules of the Dynamics 365 for Operations application.

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