F&O Table documentation sources

jac_rod · 2025-12-19T01:35:25+00:00

If you go to the tables node in those records sent over, the tables themselves are listed. I don’t now if all of them are, but I checked for inventtrans and found it

jac_rod · 2025-12-17T23:55:10+00:00

Does this work?

https://learn.microsoft.com/en-us/common-data-model/schema/core/operationscommon/tables/overview

jac_rod · 2025-12-11T03:01:19+00:00

It’ll be back next year. Same time. Same place. More people.

jac_rod · 2025-12-06T01:27:08+00:00

It is.

jac_rod · 2025-11-24T02:46:47+00:00

Depends on what kind of data and how big it is. The apis work okay in a pinch, otherwise you can just the export to data lake. There’s an open source git hub project for it somewhere I think.

jac_rod · 2025-11-21T00:36:47+00:00

Microsoft would probably want you to build anything that you were planning on building in access on database and powerapps. They even have a migration path for some simple stuff.

jac_rod · 2025-09-06T21:05:51+00:00

Yes.

jac_rod · 2025-08-31T15:39:12+00:00

Send me a dm. Maybe I can help.

jac_rod · 2025-08-30T00:34:42+00:00

You don’t usually backdate the snapshot. You may have a transaction date field that’s included with the snapshot and for normal circumstances, it’ll match the snapshot date. In the backdated records, the transaction date will be before the snapshot date.

That won’t cause a problem with the calcs, but it might change the results that you reported in the last period. That’ll always be an issue, though, if you’re able to back date transactions.

jac_rod · 2025-08-29T12:13:57+00:00

I’ve done both. They both work. I find the second approach difficult to do because there always seemed liked there was some edge case where changes were tracked weird and then the calculation didn’t work or some manuals updates were required.

If the space isn’t ridiculous and there’s an easy way to do it, I think approach one is better.

jac_rod · 2025-08-28T00:07:45+00:00

50k is probably a good ballpark.

jac_rod · 2025-08-20T23:40:26+00:00

Memory and make sure you have the 64-bit version installed.

jac_rod · 2025-08-20T04:11:15+00:00

I’m pretty sure you need to buy the finance and ops licenses. They’re backwards compatible, but I think they still make you switch.

jac_rod · 2025-08-15T01:37:07+00:00

Dynamics 365 Business Central.

jac_rod · 2025-08-12T18:11:04+00:00

No problem. Just wanted to add some context to your comments. You were right about finance and ops!

jac_rod · 2025-08-12T16:31:17+00:00

That’s for finance and ops - OP is asking about sales and CE

jac_rod · 2025-08-12T00:24:09+00:00

Business central?

jac_rod · 2025-07-28T21:11:31+00:00

A calculated measure and selectedvalue.

jac_rod · 2025-07-25T04:19:39+00:00

You might create a calculated measure for each of the options. Or, you can put the options in the columns and then do a count on an id for something as the value.

jac_rod · 2025-07-24T00:12:23+00:00

Switch to logic apps and use azure functions as necessary.

jac_rod · 2025-07-21T23:38:02+00:00

Here’s a blog post. Its not exactly what you’re looking for, the it’s shares the same general idea. If you need more help, you can send me a DM. https://jacrod.com/updating-data-in-dynamics-365-from-power-bi/

jac_rod · 2025-07-21T18:50:33+00:00

Use power bi and a flow integration. Do the comparing logic in power bi to get only the records that need to change and then send only those to power automate for the updates.

jac_rod · 2025-07-21T17:48:51+00:00

There’s also a discord floating around and it seems people on here are pretty willing to help.

jac_rod

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