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Pull in cross-client data from MS 365 DFO via O-Data feed

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Posted on by RR-22070827-0
Hello everyone,

I have a question about pulling in cross-client data. I currently pull the data from MS DFO 365 via O-Data Feed for working in Excel or Power BI. For cross-client entities, I use the following suffix for each affected entity:

?cross-company=true
 
As I sometimes need several entities for a report and use the suffix for each entity individually, the performance is of course horrible. Can I choose a better variant for the data export so that I don't have to create individual queries for cross-client entities?
 
Many thanks for your feedback!
 
Ramon
Categories:
BI and Analytics
  • Suggested answer
    Anthony Blake Profile Picture
    Anthony Blake 1,226 on at
    Pull in cross-client data from MS 365 DFO via O-Data feed
    Hi,
     
    ?cross-company=true is the correct way to bring in records from all companies.
    You can also use $filter to be more selective at source and reduce the number of records coming over to Excel/Power BI.
    For example, if you have 100 companies and only need data from 2 or them, you can combine cross-company with a dataAreaId filter.
    You can also reduce the number of fields pulled by using $select.
     
    I've added an example for Customers V2 or all 3 in 1 call to the D365 Finance Postman workspace here:
     
     
    Feel free to make use of it, it is based on Contoso demo data.
     
    It looks like this:
    {{resource}}data/CustomersV3?$select=dataAreaId,CustomerAccount&cross-company=true&$filter=(dataAreaId eq 'USSI' or dataAreaId eq 'GBSI')
     
    Anthony
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 3,813 on at
    Pull in cross-client data from MS 365 DFO via O-Data feed
    Hi,
     
    You can determine the legal entities that you want to fetch data from it:

    {{url}}/data/CustomerGroups?cross-company=true&$filter=dataAreaId eq 'usrt' or dataAreaId eq 'xxx'
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
     

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