To enable you to quickly scan this blog post according to your own points of interest, I have listed my experiences in a top alike pattern in random order. As it turned out, this is not always sufficient.
I apply the following procedure which never failed me so far:. But, be careful here. Be on the safe side and reserve some time and budget for regression testing when taking the step from TST to UAT environment.
Custom interface tables based on event triggers as an alternative for outbound business logic It seems obvious to leverage the out-of-the-box SQL change tracking capabilities when only updated or new records are to be shipped.
It also seems obvious to implement business logic at interface run time. But do not make these decisions too quickly. Weigh all the pros and cons of the different options as there are more options with the framework than you think. For example, in my project I faced a scenario in which it was a requirement to ship out all unique AX7 barcodes to a legacy system. So all new unique barcodes were to be gathered from a multi-company situation barcodes are company-specific and additional business logic was needed to gather additional information.
I could have leveraged SQL change tracking and implement outbound business logic. But that would have made the interface fairly slow. Instead, I implemented business logic on event basis: whenever a barcode was inserted, business logic evaluated the cross-company uniqueness of the barcode, gathered the additional meta data and inserted this data into a custom interface table when evaluated positively.
The result: fast interface export. Management-by-exception and 1-click troubleshooting While building experience with AX7 Data Management, my customer quickly came up with feedback that they expected a dashboard showing all exceptions and 1-click troubleshooting capabilities. Therefore, it is not possible to trace an erroneous data job run back to the original uploaded file. So I decided to design a new parent-child inquiry form which shows all possible meta data for all interface runs: As it is an inquiry form, the user has the ability to create a personalized filter on a single interface, group of interfaces in any status or group of statuses.
As per standard AX7 functionality, the filter can be turned into a tile which can be placed on any workspace and pinned to the main dashboard: So in case an exception occurs, a tile highlighting interface exceptions will show value 1 or higher after refresh.
This is the trigger for a system administrator to take action. A click on the tile will directly show the exception in the interface form. By the meta data in the form the system administrator will have a good sense about a possible cause, so he can perform a direct click to the relevant error log execution log or staging table log. So it will only require 2 clicks to inquire the cause of any error. The challenge here then is to get the number of exceptions down to 0 again after fixing the issue and re-running the respective data job.
Staging table errors in outbound interfaces Some of you might question why it would be needed to set Skip staging to false on a data project — In other words: to utilize the staging table in an outbound interface process. Although you need to be careful with the implementation of business logic in outbound interfaces, as this can significantly degcrease the performance of your outbound interface, there are scenarios in which you really need it.
For those scenarios you need to be aware that outbound staging to target processes handle errors in a different manner than inbound staging to target processes:.
As a result of this deletion, errors are thrown at Execution log level instead of staging table level:.
Leveraging the power of XSLT transformations In many outbound interface scenarios, AX7 will have to output columns in a certain order or output specific column names. This can all be handled by using sample files in your data project. And these can be really powerful.
Some examples:. However, I started to lose enthusiasm when I found out that default values and conversions were not allowed for enums. I even decided to completely push all possible transformations to 3rd party systems when I found out that mappings cannot be migrated at all.
Background here is that with every update on a data entity, you might have to do a lot of manual re-mapping across different environments DEV, TST, UAT — see learning 1 above.Dynamics for Finance and Operations has evolved into purpose-built applications to help you manage specific business functions. For more information about these changes, see Dynamics Licensing Guide. This tutorial shows how to build an entity and how to consume some out-of-band OOB entities in an integration scenario.
You will also preview how these data entities will be consumed in various integrations scenarios, such as data import and export, integration, and OData services.
This tutorial requires that you access an environment by using Remote Desktop, and that you be provisioned as an administrator on the instance. To access or update customer information, users must access multiple tables. Instead, you can create a business object that functionally represents customer information, and that you can use to build integration solutions.
These tables are also used in connector integration scenarios. In many cases, staging table are mapped to an entity. The Add New Item dialog box opens. In the Data entity wizard, specify the properties for the data entity that you're creating. Use the values that are shown in the following screen shot. Using these characters may result in mapping errors later. Click Next. For more information about the function of each property, see "Categories of entities" and "Building an entity" in Data entities overview.
Add fields to the new entity from your data source, as shown in the following screen shot. You can add fields from the primary data source, FMCustomer.
For this entity, clear the check box for the Image and LicenseImage container types to simplify testing. Rename the data entity fields to reflect public data contract standards, or click Convert labels to field names to generate names from the existing labels.
AX7/D365/Operations: Create custom data entity
On the line for the DriverLicense field, select the Is mandatory check box. This field will be used as the natural key for the entity. In the Data source field, select PrimaryAddress.
Notice that the PrimaryAddress data source is automatically added because of automatic expansion or the surrogate foreign key replacement of AddressID. Select the fields from the PrimaryAddress data source that you want to be part of your entity. Additionally, rename the following fields to reflect proper public data contract naming:.
Change the value of the Synchronize database on build property to Trueand then click OK. This property must be set only one time per project. Therefore, you must sync a database when you build entities. Verify that the build doesn't contain any errors. At this point in the tutorial, warnings are allowed. The designer for the entity opens in the middle pane.
Select the entity in Solution Explorer, and compare the Properties pane values to the following screen shot. Change the Is Read Only property to No. This is a known issue.
Eventually, the value will be set to Yes or No automatically, based on the type of join. The value should be Yes for composition scenarios, and No for associations surrogate foreign key expansions. Verify that the list of fields matches the following screen shot.Choose your path Increase your proficiency with the Dynamics applications that you already use and learn more about the apps that interest you.
Up your game with a learning path tailored to today's Dynamics masterminds and designed to prepare you for industry-recognized Microsoft certifications. Ace your Dynamics deployment with packaged services delivered by expert consultants. Explore service offerings. The FastTrack program is designed to help you accelerate your Dynamics deployment with confidence. Updateentitydatasource - if you want to update any other table or record after creation the. You can override this method.
MapdatasourcetoEntity- if you want to write any custom logic while exporting data out of the system you can override this method.
Community Forums. Ask a question. Visit Microsoft Learn. Eugene Voloshchenko asked a question on 3 Nov AM. Data entity methods Suggested Answer. Hello, everyone! Thank you! Replies 6 All Responses Only Answers.
Sukrut Parab responded on 3 Nov AM. Maprntitytodatasource- to map inbound field to underlying target datasource Updateentitydatasource - if you want to update any other table or record after creation the.Choose your path Increase your proficiency with the Dynamics applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Ace your Dynamics deployment with packaged services delivered by expert consultants. Explore service offerings. The FastTrack program is designed to help you accelerate your Dynamics deployment with confidence. Hi I have to import vendors from Excel into ax 7 using data management. I am using entity vendvendorV2 entity for importing. How did you resolve "File contains duplicate row can not insert data into staging due to unique key violation" Error.
I am facing the same issue. Could you please help me to fix this. The error message clearly tells that there are duplicate values in primary index columns of staging table.
Check primary index of vendor staging table for the entity you are usingthere must be the duplicate records in your file, remove them and try. You can provide the vendor number in the excel and map and ensure its mapped to the destination field as well in the MAP. If you want to auto generateyou can edit the map and select auto generate for source and vendor account num field in destinationin this case you don't need to provide vendor num in excel file.
Let me know if you find any issue. Check for all the tables that are linked for the DataEntity, find their primary index and make sure all the fields are filled. I made a template for vendors by exporting vendors V2 entity and keeping all important field like Account number ,vend group,delivery terms ,payment schedule,payment method ,Address related fields like city,state,country code,zip code,Address location role business in my case ,Vendor organization name etc.
It is due to number sequence for vend account. This error can be removed by either making number sequence manual or auto generating vend account in vendors mapping field. Insert not supported with values specified for effective and expiration.
For some of the fields i have received the error like payment term,payment method ,city,state etc does not exists in Table. You can also import vendors contact information along with Vendors details either by entering contact related fields in the template like primary email address,description,email purpose ,primary phone number ,description,purpose.
If contacts are imported by entering contact details in vendor template the contact will appear on contact tab of the vendor. You can also use smmcontact entities to link contact to a vendor by filling details in smm contact template and importing it. Then I believe last vendor account should be xyz and you are starting from xyz in your excel.
Click View map to generate field mappings. On Map source to staging screen, click Mapping visualization. Define the mapping. Click Save. Now go back to the job screen and click Import. At the end of the execution, you should see the Execution summary. You can verify the data loaded by navigating to the relevant form.
In this case Raw Materials details master form. View all posts by muhammadanaskhan. If you are not sure of which form to navigate to check the data.
This will redirect to the form where you can check the imported data.
Hello I guess that my main issue is the preparation of the file that I want to import, is there any way to download a template from AX7? I am trying to delete existing data, ex Payment Terms.
I would expect to only see that 1 line in my payment terms but nothing is happening.
You are commenting using your WordPress. You are commenting using your Google account. You are commenting using your Twitter account. You are commenting using your Facebook account. Notify me of new comments via email. Notify me of new posts via email. Skip to content.The global COVID pandemic has affected everyone, spanning borders and industries, and disrupting personal and professional lives.
Navigating this much change, this rapidly, is not easy. Now is[ The good news is, the[ Many have chosen to shift workers out of communal offices and into work-from-home situations,[ The Internet of Things IoT is getting a lot of attention these days. Distributors and their manufacturer partners all depend on solid warehouse management[ Data entities have been introduced in Dynamics for Finance and Operations formally Dynamics AX 7 and can be regarded as an abstraction from the physical implementation of database tables.SMART TALKS 77: Dynamics AX - AX7 Data Entities overview
A data entity can be quickly created by adding a new item of type Data entity to the project or by right clicking on a table and selecting Create data entity Addins option. However, if the primary data source of the data entity does not have a unique index default Rec Id index is not taken into account you are expected to get the "The natural key not found" error message.
Build and consume data entities
For this post, a simple table TestTable has been created. The table contains three fields and does not have a unique index for now. The error comes from the system requirement that every data entity must have a primary key defined. So, it is possible to uniquely identify each row of the data that is conveyed through a data entity. For instance, Data Management Framework always evaluates data rows coming in for uniqueness using the data entity primary key. If a data row already exists in the system then it gets selected for update, otherwise the data is inserted.
Most often, changing of an already existing index on a table to being unique cannot be considered as a solution to the problem. This post is aimed at outlining several workarounds of how the issue can be overcome with "little blood". First approach is based on adding a new LineNum field incremental identifier of Real type to a table and building up a new table unique index based on it.
This makes a difference and allows generating the data entity by standard means of Visual Studio for Dynamicsfor instance by Data entity wizard. Table TestTable should also be supplied with a piece of code for the LineNum field default initialization, similar to that in the screenshot below.
Additionally, if there is any data in the original table, SQL update script needs to be prepared and executed in order to correctly initialize the missing LineNum values and eliminate DB synchronization errors. Second approach is premised on the assumption that a predefined combination of input columns or one column can be used to uniquely identify each row of the input data consumed by a data entity. Data entity is much of a View object and its primary key may include different set of fields than that found in the unique index of its primary data source table.
In other words, we can build up a data entity with a primary key that contains almost any valid field from its data source s and get it working properly. However, there are a couple of important prerequisites:. Provided that incoming names are unique for each data row, we are not expected to have troubles during import. Standard "The natural key not found" validation check can be bypassed by using the following simple workarounds:.The purpose of this document is to demonstrate how we can develop a custom data entity for a custom table in Dynamics for Operations.
Click Add. Click Next. On the next screen of the wizard, review the data entity fields.
SET Based Entity (Microsoft Dynamics 365 for Operations)
You may choose to Convert labels to field names. Click Finish. Open project properties and set Synchronize Database on Build to True to synchronize the newly created table and data entity with database. View all posts by muhammadanaskhan. Thank you for this useful article!
Hi Muhammad, I have followed all your steps here and successfully created a custom data entity. I just have a few questions to ask you regarding my goal.
I might make very stupid mistakes here. After all these steps are completed, should I see a class with the Name of the entity created?
I have hit unexpected problems. I have registered my program with ADD, got all the necessary keys needed to request and obtain a token.
I have saved the token into the environment values. I get absolutely no response. Not aetc. Just nothing. Could it be because I might have made a mistake with the creation of the entity? Or could it be because there is something else wrong with ? You are commenting using your WordPress. You are commenting using your Google account. You are commenting using your Twitter account.
You are commenting using your Facebook account. Notify me of new comments via email. Notify me of new posts via email. Skip to content. Purpose: The purpose of this document is to demonstrate how we can develop a custom data entity for a custom table in Dynamics for Operations.
Prerequisites: Access to Dynamics 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. The following highlighted development artifacts must be created.