1. To-Increase Dynamics 365 for Finance & Operations
  2. Connectivity studio
  3. Activities

Define sorting
Application task

For internal documents and ODBC documents, you can define the order in which the data in the record is queried and processed during export or import.

For example, to export sales orders, you want the sales order to be queried by customer and for each customer by delivery date. To do so, on the Sorting tab, add a record for both the CustAccount field and the DeliveryDate field, in this sequence.


Standard procedure

1. Click Connectivity studio Integration Design.
2. Click the Documents tab.
3. In the list, find and select the desired internal or ODBC document.
4. Click Edit.
5. In the Record section, in the Record list, find and select the desired record.
6. Click the Sorting tab.
7. Click New.
8. Set the record field based on which you want to sort the data.
  In the Record field field, enter or select a value.
 

Note: You can only enter a sorting for a field that is also defined in the record fields.
9. Define the order in which the data must be sorted.
  In the Order field, select an option.
10. Close the page.

Notes

If you face performance issues when processing large numbers of records, it can be that the record field of the sorting is not part of the index of the record table. To solve the performance issues, you can either remove the sorting or add the field to the index of the table (if you have control over the database).

Related to Notes

Manage document record setup - Internal documents

 		 

Manage document record setup - ODBC documents

 		 

See also

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