1. To-Increase Dynamics 365 for Finance & Operations
  2. Data modeling studio
  3. Setting up and maintaining Data modeling studio
  4. Set up data templates and transformations

Set up data templates

You can use data templates to exchange data modelling configurations.

You can save data templates on:

  • The Data sets page: You can save one or several data set configurations as a data template. You can use this template to exchange the data set configurations with another D365 FO environment or to easily add it to a data model.
  • The Data models page: On a data model, you can save one or several of the added data sets and data entities as a data template. You can use this template to easily add these data sets and data entities to another data model.


DMS Administrator DMS Administrator Start Start Save data set as template Save data set as template You can save one or several data set configurations as a template. You can use this template to exchange the data set configuration with another D365 FO environment or to easily add it to a data model. If you save data set configurations as template, a template is created with the category 'Data' and the type 'XML'. In the template, the data set configuration is stored in plain XML. The XML contains both the data set general settings and the data set fields. On saving data set configurations to a template, you can: Create a new template: Enter the desired template name in the Template field. Overwrite an existing template: Set the Overwrite template field to 'Yes', and, in the list, select the desired template. Procedure 1. Go to Data modeling studio > Data modeling studio > Data sets. 2. In the list, find and select the desired data sets. 3. On the Action Pane, click Templates. 4. Click Save as template. 5. To create a template, in the Template field, enter the desired template name. In the Template field, type the template name. Note: If you overwrite an existing template, the name of the selected template is entered automatically in the Template field. 6. Select Yes in the Overwrite template field. 7. In the list, find and select the desired template. Note: The name of the selected template is entered automatically in the Template field. 8. Click OK. Save data model data sets and data entities as template Save data model data sets and data entities as template On a data model, you can create a template based on one or several of the added data sets and data entities. You can use this template to easily add these data sets and data entities to another data model. If you, on a data model, save one or several data sets and data entities as a template, the template is created with the category 'Data' and the type 'XML'. In the template, references to the selected data sets and data entities are stored in plain XML. The XML also contains the value of the 'Enabled' field. On saving data set and data entity configurations to a template, you can: Create a new template: Enter the desired template name in the Template field. Overwrite an existing template: Set the Overwrite template field to 'Yes', and, in the list, select the desired template. 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. In the list, find and select the desired data sets and data entities. 5. Click Save as template. 6. To create a new template, in the Template field, enter the desired template name. In the Template field, type a value. Note: If you overwrite an existing template, the name of the selected template is entered automatically in the Template field. 7. Select Yes in the Overwrite template field. 8. In the list, find and select the desired template. Note: The name of the selected template is entered automatically in the Template field. 9. Click OK. Notes On the Data sets page, you cannot apply a template that is saved from the Data models page. Such a template contains references to data sets and data entities instead of data set configurations. End End

Activities

Name Responsible Description

Save data set as template

DMS Administrator

You can save one or several data set configurations as a template. You can use this template to exchange the data set configuration with another D365 FO environment or to easily add it to a data model.

If you save data set configurations as template, a template is created with the category 'Data' and the type 'XML'. In the template, the data set configuration is stored in plain XML. The XML contains both the data set general settings and the data set fields.

On saving data set configurations to a template, you can:

  • Create a new template: Enter the desired template name in the Template field.
  • Overwrite an existing template: Set the Overwrite template field to 'Yes', and, in the list, select the desired template.

Save data model data sets and data entities as template

DMS Administrator

On a data model, you can create a template based on one or several of the added data sets and data entities. You can use this template to easily add these data sets and data entities to another data model.

If you, on a data model, save one or several data sets and data entities as a template, the template is created with the category 'Data' and the type 'XML'. In the template, references to the selected data sets and data entities are stored in plain XML. The XML also contains the value of the 'Enabled' field.

On saving data set and data entity configurations to a template, you can:

  • Create a new template: Enter the desired template name in the Template field.
  • Overwrite an existing template: Set the Overwrite template field to 'Yes', and, in the list, select the desired template.

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