Data entities in Dynamics 365 Finance and Operations (D365FO) are an essential feature for exporting and importing data in a structured way. They act as a data abstraction layer, simplifying access to data and ensuring consistency. In this guide, we will walk through the process of creating a data entity in D365FO using X++.
Steps to Create a Data Entity
Create a Project
- Open Visual Studio.
- Create a new project or use an existing one.
Add a Data Entity
- In Solution Explorer, right-click on your project.
- Select Add > New Item.
- In the dialog box, choose Data Entity.
- Enter a name for your Data Entity.
- Click Add.
Configure the Data Entity
After clicking Add, the Data Entity Wizard will appear:
- Select Entity Category: Choose the appropriate category for your entity.
- Select Primary Data Source: Pick the table that will act as the primary data source for the entity.
The wizard provides two checkboxes:
- Enable API: Check this if you plan to use the Data Entity for integration purposes.
- Enable Data Management Capabilities: Check this to enable data import/export features.
Once you’ve configured these options, click Next.
4. Customize the Data Entity
A new window will appear where you can:
- Add additional Data Sources and their respective fields.
- Remove unnecessary data sources or fields.
Once your customization is complete, click Finish.
5. Verify the Data Entity
- Open the created Data Entity in the designer to review its structure.
- Make additional modifications if necessary.
Conclusion
Creating a Data Entity in Dynamics 365 Finance and Operations is a critical step for simplifying data integration and management tasks. By following the steps outlined in this blog, you can set up a Data Entity tailored to your specific business requirements.
Whether it’s for API integrations or efficient data import/export operations, Data Entities empower you to handle data effectively, enhancing the overall functionality of Dynamics 365.
Start building your Data Entities today and unlock the full potential of your ERP system!