You can use a template to easily add data sets and data entities to a data model.

You can use templates that are created from the:

  • Data models page. Before you apply a template that is created from the Data models page, make sure that the data sets and data entities, as saved in the template, already exist in your D365 FO environment.
  • Data sets page. If a data set in the template:
    • Does not exist, the data set is created with the settings and fields as defined in the template. Also, the data set is added to the data model.
    • Already exists and the template has (several) other fields than the data set, these fields are added to the existing data set. The existing data set fields that are not in the template are not removed from the data set. So, you can only use a template to add fields to a data set and not to remove fields from a data set.


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. Expand the Dataset section.
4. Click Open template.
5. If you apply a template, a data set can already exist for the related table. You can indicate if the General fields of the existing data set are overwritten with the General field settings in the template.
  On the dialog, select the desired option in the Overwrite General fields of existing data set field.
6. You can apply several templates at once.
  In the list, find and select the desired templates.
7. Click OK.

Notes

If you apply a data set template that changes an existing data set, you must redeploy the data set. You can also redeploy the related data models.

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