Data Management-Data Entities

When you want to start with Dynamics 365 Finance & Operations (D365FO), you need to create data. This data will be stored in tables in D365FO that can be global (shared for all legal entities) or company specific.

There is a framework in D365FO for managing data on Work space > Data management

Data management works with data entity. But what is data entity?

data entity is an abstraction from the physical implementation of database tables.

Microsoft docsData entities overview – Finance & Operations | Dynamics 365 | Microsoft Docs

It means that a data entity can be one or multiple tables enabling abstraction of internal interaction between tables.

In order to use data entities in D36FO you need to refresh on Framework parameters > Entity settings > Refresh entity list . It is recommended to run this function when there no ongoing activities on data management (i.e. export and import)

Then go to “Data entities” . It will takes some minutes that entity list be refreshed. The following message will be:

PS. It is recommended to not refresh the browser while the entity is being refreshed.

The entity list is being refreshed. Job execution during this time must be stopped. After this operation is completed, entities already published to your database must be re-published if required to ensure schema consistency. Entities on which change tracking was enabled must also be evaluated with the new metadata changes and if needed, change tracking must be disabled and re-enabled to ensure change tracking is consistent with the updated schema of the entity.

You will get a notification on Action center when the process has been fulfilled:

Then you can start using entities in data management via export, import or copy into legal entity.

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