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

Edit data set
Application task

If you have created a data set based on a form, check the data set header settings and field settings, and edit these as desired.

 


Standard procedure

1. Go to Data modeling studio > Data modeling studio > Data sets.
2. In the list, click the link of the desired data set.
3. Click Edit.
4. Sub-task: Check and edit data set header.
  4.1 The default description is the description of the table. You can change the description as desired.
  In the Description field, type a value.
  4.2 For grouping purposes, you can assign a free-definable group 'tag' to a data set.
  In the Group field, type a value.
  4.3 Define how the data, as defined by the data set, is exported when using the default group or an export group:
- All data: All records are exported.
- Change tracking: Change tracking is added to the SQL table. Change tracking identifies which records are created, updated, or deleted. Only the created, updated, or deleted records are exported.
- Timestamp: Identifies the records that are created or updated since the latest export date/time. Only the created or updated records are exported.
  In the Data selection field, select an option.
  4.4 You can add the table system fields to the target database. On export, the data of these system fields is also exported.
  Select Yes in the Add system fields field.
 

Note: If you add system fields to the target database, these fields:
- Are not shown in the fields section of the data set.
- Get a prefix in the target database as defined by the Entity field prefix parameter of the Data modeling studio parameters. If no value is defined in this parameter, no prefix is added.
  4.5 You can add the table date/time fields to the target database. On export, the data of these date/time fields is also exported.
Also, to the target database, additional fields are added to store the time zone. On export, time zone calculations are applied to store the right time in the target data base time zone.
  Select Yes in the Add date & time fields field.
 

Note: If you add date/time fields to the target database, these fields are not shown in the fields section of the data set.
5. Sub-task: Check and edit data set fields.
  5.1 Expand the Table fields section.
  5.2 You can edit a data set field.
  In the list, find and select the desired field.
  5.3 You can remove a data set field.
  In the list, find and select the desired field.
  5.4 Click Remove.
 

Note: If desired, you can also add fields.

Notes

To decide on the fields to be added, you can browse the data set table with the Table browser. To do so, on the Data set page, on the Action Pane, in the Create group, click Browse.

Related to Notes

Set up data sets

 		 

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