Creating a Data entity to export records for a Date effective Table in Dynamics 365 #Dyn365FO

When creating a data entity for a data effective table there are a few properties we need to consider for our imports and exports to work correctly. There can be two scenarios.

1. Data entity is not date effective but one or more data sources within the entity are date effective.

For example we have to export details of a Party record. Now the Party record is saved under DirPartyTable that is not date effective but its First, Middle and Last names are stored in DirPersonName table that is date effective. In order to make sure that we get the latest names of this party while exporting data we need to configure the entity to do so, else it will send whatever record is first in DirPersonName against the party record. To configure it we simply need to set the Apply Date Filter Property to Yes for DirPersonName and make sure we add the ValidTo and ValidFrom fields of DirPersonName datasource to the entity field list.

Parent data source DirPartyTable, not DateEffective:

 

Child data source DirPersonName, that is date effective:

2. Data entity is date effective

What this means is that our data entity has at least one date effective data source and itself implements the date effective framework. Keeps track of latest and old records rather than overriding existing records on update. Will discuss this further in my next blog.

For more information about date effectivity in data entities see: Date effectivity

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