Enhancing Data Entities in Dynamics 365: Managing Date Effective Tables Without Time State Information
Recently, our team addressed a specific scenario when connecting Dynamics 365 Finance and Supply Chain Management and Customer Engagement through dual write.
A table we used in Finance and Supply Chain Management (F&SCM) connected to the contracts table in Customer Engagement (CE). The issue was the entity in F&SCM had ContractNumber and ValidFrom as the key, whereas in CE the key was only ContractNumber.
As a result, whenever a user creates a new version of the record in F&SCM, CE reads the data as a new entire contract. This is clearly a problem, as we only wanted to track the “active record” version across the two systems.
The good news is we were able to fix the problem with a couple of settings on the data entity. Here are the steps we took to do this:
- First, make sure the property on the entity for "Valid Time State enabled" is set to "No."
- On the data source for the date effective table, set the "Apply date filter" property to "Yes."
- Next, ensure the ValidFrom and ValidTo fields from the date effective table are included as fields on the data entity. You can set these to private if you don't want to expose them to the end user.
- Finally, remove the time state fields from your data entity key.
After you follow those steps, Save, regenerate the staging table, build, synchronize the data base, and then you're done!
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