How to Create Menu Items in D365 ~ A Step by Step Guide

There are 3 types of menu items:

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1. Action Menu Items (used to run a process such as batch job.)

2. Display Menu Items (used to display forms)

3. Output Menu Items (used to display reports)

Below is the hierarchy of menu items:

Menu > Sub Menu > Menu Items

There are three propertiess which are important to be setup:

1. Label (which is the text that will be displayed to the end user.)
2. Object Type (which is type of object to be opened on its click.)
3. Object (which is the name of object to be opened on its click.)

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Here are the steps to follow to create an use a menu item:

1. Create Menu Item.
2. Set the properties.
3. Create Menu Extension of any existing Menu. (you can create a new menu also.)
4. Create Menu Extension option is disables sometimes if you are working in your own custom model and you have not added reference of the model from which from which you want to extend the menu.
5. Add that menu extension to your project.
6. Open that menu extension and add a sub menu item.
7. Add menu item to that sub menu item.