Using ‘Organize Project by Element Type’ for New Solutions in Dynamics 365 for Operations Development

by | Updated December 29, 2017 | Development, Dynamics 365 for Finance and Operations

I was recently developing a new custom solution in Dynamics 365 for Operations. After adding a few new elements I noticed that they were just being added to the project solution and were not being categorized. I like having categorization, especially if there are a large number of elements in the solution. You can get these elements organized by type by doing the following.

My new project includes a table, three classes, and report.

organize-project-element-type-eric-meissner1

To organize by element:

  1. Go to Tools – Projects
  2. Find the Dynamics 365 tab and select Projects
  3. Check Organize projects by element type

organize-project-element-type-eric-meissner2

  1. Click OK

One thing you will notice is that if you already have elements in your project they won’t get organized.  However, if you add any new items then those will. If you forget to check this property before you start adding elements to the project you can still get the organized by manually creating the folders.

Right-click on the project name and select Add – New folder

organize-project-element-type-eric-meissner3

After creating the new folders select the objects and drag them into the element type folder. Then all elements are organized by type and any new ones created will be added to the appropriate folder.

organize-project-element-type-eric-meissner4

Pretty simple, but if you are new to Dynamics 365 for Operations development you can spend a lot of time digging through all of the properties trying to find the one you are looking for.

Related Posts

2 Comments

  1. Naresh Dharanikota

    HI Eric,
    Nice post.and need a little correction in it.
    “Find the Dynamics 365 tab and select Projects”
    please correct this ,this should be
    “Find the Dynamics 365 tab and select Options.”

  2. Brandon Carmichael

    Hello Naresh,

    Nice catch! I made the correction.

    Thanks,
    Brandon

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

february

03feb12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 2 – Platform

10feb12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 3 – Implementation Partner

11feb11:00 am12:00 pmConfab with Stoneridge - Livestream - Live Agents, Power Virtual Agents, Omnichannel – Oh My!

16feb12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 4 – Cost

24feb10:00 am11:00 am5 Campaigns Manufacturing Marketers Don’t Want to Miss

25feb11:00 am12:00 pmConfab with Stoneridge - Livestream - Surfing Through the Dynamics 365 Wave 1 2021 Release

march

03mar10:00 am10:30 amThe Modern Manufacturer - MRP vs. MPS – What, When and How

03mar2:00 pm2:30 pmLot Management Best Practices for Batch Manufacturers

10mar10:00 am10:30 amEnhancing the Customer Experience and Driving More Business with Dynamics 365 Customer Service

10mar2:00 pm2:30 pmThe Five Steps to Managing Sales Tax for Manufacturers

11mar11:00 am12:00 pmConfab with Stoneridge - Livestream - Power Apps Component Framework Power Hour

17mar10:00 am10:30 amThe Modern Manufacturer: Pro Tips for your Finance Team

24mar10:00 am10:30 amUnlock the Potential of Digital Marketing with Dynamics 365 Marketing

25mar11:00 am12:00 pmConfab with Stoneridge - Livestream - The Four Keys to Choosing the Best ERP or CRM Solution

31mar10:00 am10:30 amThe Modern Manufacturer: Keys to Reporting Success

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X