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

Add data set or data entity to data model
Application task

In the Data modeling studio, a data model defines the data to be exported. For each data model, you define the applicable:

  • Data sets: You can add the data sets as defined in the Data modeling studio. An added data set gets the mode 'Unmanaged'.
  • Data entities: You can add standard or custom data entities as available for D365 FO. An added data entity gets the mode 'Managed'.


Standard procedure

1. Go to Data modeling studio > Data modeling studio > Data models.
2. In the list, click the link of the desired data model.
3. Click Edit.
4. Expand the Data sets and data entities section.
5. Sub-task: Add several data sets and data entities.
  5.1 You can add several data sets and data entities to the data model at once.
  Click Add multiple....
  5.2 On the dialog, you can indicate if you want to show all data sets and data entities or data sets only.
By default, all data sets and data entities are shown.
  Click 'Show only unmanaged' or 'Show all'.
  5.3 In the list, find and select the desired data sets and data entities.
 

Note: To distinguish data sets and data entities, in the list, view the AOT name field. If this name ends with '...Entity', it is a data entity. Otherwise, it is a dataset.
  5.4 Click OK.
6. Sub-task: Add one data set or data entity.
  6.1 You can add one data set or data entity to the data model.
  Click Add.
  6.2 In the Entity field, enter or select the desired data set or data entity.
 

Note: To distinguish data sets and data entities, in the lookup, view the AOT name field. If this name ends with '...Entity', it is a data entity. Otherwise, it is a dataset.
7. You can enable a data model export to be scheduled by export group. To export by export group, for each data set or data entity, as added to the data model, define the applicable export group.
On export, the data sets and data entities with the same export group defined, are combined in one batch job.
If you schedule export by export group, for one data model, you can schedule export for several data subsets in a different recurrence.
  In the Export group field, enter or select a value.
8. Sub-task: Define data set/entity-specific transformation.
  8.1 You can define a transformation for each data set or data entity as added to the data model. Use the transformation to do calculations based on the data that has just been exported to the target database. The transformation is executed directly after the export for the data set or data entity is finished.
  For the desired data set or data entity, in the Processing field, click the '+' icon.
 

Note: If already a transformation is defined, click the Edit icon.
  8.2 In the Templates field, enter or select the desired transformation.
 

Note: Only the transformations of category 'Processing' are shown in the list.
  8.3 Click OK.
Related to Notes

Set up data models

 		 

Provide feedback