aurelienclere-365/d365fo-cowork-plugin/d365fo-form-navigation

D365FO Form & Navigation Discovery

Explore form definitions, data sources, menu items, workspace tiles, and navigation paths within D365FO — without opening Visual Studio or a live AOS.

When to use

• User needs to know the data sources (tables) backing a specific form
• User wants to find which menu item or tile navigates to a feature
• User is writing a form extension and needs the form's data source structure first
• User is documenting navigation paths for a functional design document
• User wants to find all forms related to a business area (e.g. "procurement")

Workflow

1. Identify the target. Extract form names, module names, or business concepts.

1. Look up the form. Call get_form(formName) — returns data sources, the source

file path, and the top-level form type (ListPage, SimpleList, Details, etc.).

1. If form name is unknown, call search_any(query) with the business concept and

filter results to AxForm type.

1. Look up menu items. Call get_menu_item(menuItemName) — returns the object it

points to (form, report, class), the menu item type (Display/Action/Output), and the label.

1. Look up tiles. Call search_tiles(query) to find workspace tiles by business

concept, then follow up with the tile's linked menu item if needed.

1. Look up workspaces. Call search_workspaces(query) to find the workspace

descriptor and its constituent tiles and KPIs.

Output Format

Form data sources

Menu item

Notes

• Form names in D365FO usually match the primary table name (e.g. SalesTable form for

the SalesTable table). Start there if the user gives a table name.

• Extensions of a form live in *_Extension objects — check find_extensions(formName)

if the user asks what customisations exist on the form.

• Workspace tiles are the entry point to most functional areas; search tiles first when

a user describes a functional feature rather than a technical object name.