Data entities

AX7/D365/Operations: Create custom data entity

Posted on Updated on

Purpose:

The purpose of this document is to demonstrate how we can develop a custom data entity for a custom table in 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.
  • Custom table has been created in the project.

Business requirement:

Ability to perform data operations on custom table.

Development:

We’ll be developing a data entity for a custom table, MAKInventRawMaterial for this scenario.

1. Click Ctrl+Shift+A to add new item to the project.
2. Select Data Model > Data Entity, giving name MAKInventRawMaterialEntity. Click Add.

DataEntity1

3. Specify data entity properties as shown below and select MAKInventRawMaterial table as the Primary datasource. Click Next.

DataEntity2

4. On the next screen of the wizard, review the data entity fields. You may choose to Convert labels to field names. Click Finish.

DataEntity3

5. The following highlighted development artifacts must be created.

DataEntity5

6. Open project properties and set Synchronize Database on Build to True to synchronize the newly created table and data entity with database.

DataEntity4

7. You have now successfully created a custom data entity!

To see the custom data entity in action, please see the following post.

https://dynamicsaxinsight.wordpress.com/2017/06/13/ax7-d365-operations-data-import-using-data-entities/

 

AX7/D365/Operations: Data import using data entities

Posted on Updated on

Purpose:

The purpose of this document is to demonstrate how we can import data using data entities in Dynamics 365 for Operations.

Prerequisites:

  • Access to Dynamics 365 for Operations instance via remote desktop.
  • To be provisioned as an administrator for the instance.

Business requirement:

Ability to import/migrate legacy business data to Dynamics 365 for Operations.

Process:

1. Navigate to Workspaces > Data management > Import.
2. Enter job details as shown below. We have selected a custom data entity Raw material in this scenario. You can safely use any standard data entity instead.

DataEntity6

3. Click Upload to select and upload the source data file.
4. Click View map to generate field mappings.
5. On Map source to staging screen, click Mapping visualization.
6. Define the mapping. Click Save.

DataEntity7

7. Now go back to the job screen and click Import.
8. At the end of the execution, you should see the Execution summary.

DataEntity8

9. You can verify the data loaded by navigating to the relevant form. In this case Raw Materials details master form.

DataEntity9

AX7/D365/Operations: Data export using data entities

Posted on Updated on

DataManagement


Purpose:

The purpose of this document is to demonstrate how we can export data using out-of-band (OOB) data entities from Dynamics 365 for Operations.

Prerequisites:

  • Access to Dynamics 365 for Operations instance via remote desktop.
  • To be provisioned as an administrator or at least data management officer for the instance.

Business requirement:

Ability to export customer master for USMF legal entity.

Process:

1. Navigate to Workspaces > Data management.
2. Click Export tile.
3. Enter JOB DETAILS as follows. We have selected Customers data entity for this scenario.

Step1

4. Click Add entity button. You should see Customers data entity added to the right pane.
5. Click Export button.
5. After the job ends, you can see the count of records exported on the Execution summary screen.

Step3

6. Click the ellipsis button to download the file.

Step4

7. You should be able to see the exported records in the Excel file.

Result

AX7/D365/Operations: Data entities export data error

Posted on Updated on

Error1


 Exception:

While exporting data from local VM of Dynamics 365 for Operations, you might get an error if the Azure storage emulator is not running.

Microsoft.WindowsAzure.Storage.StorageException: Unable to connect to the remote server —> System.Net.WebException: Unable to connect to the remote server —> System.Net.Sockets.SocketException: No connection could be made because the target machine actively refused it.

Resolution:

You can start the Azure storage emulator by following the steps below:

  1. On OneBox VM, run command prompt as administrator.
  2. Navigate to “C:\Program Files (x86)\Microsoft SDKs\Azure\Storage Emulator\”
  3. Run “AzureStorageEmulator.exe start”

This should resolve the issue reported above which surfaces while exporting data through data entities in Dynamics 365 for Operations.

Emulator