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Trying to figure out in D365FO > Workspace > Data Management > Export > configure it to run on a weekly basis.
Export example CSV file that I am trying to accomplish:
“990123456”|“Roy”|“Trenneman”|“07/27/1972|“roy.trenneman@reynholm.com”|“123 Carebdeb Road”|“Central London”|“London”|“WC1”|“UK”|“Employed”|“Full-time”|“IT Support”|“IT”|“Douglas Reynholm”|“Room Basement”|“01/01/1999”|“01/01/205”
Criteria:
|
Headers |
Example |
D365FO > table > field locations |
|
Personnel number |
990123456 |
Employees > PersonnelNumber |
|
First Name |
Roy |
EmployeesDetails > FirstName |
|
Last Name |
Trenneman |
EmployeesDetails > LastName |
|
Date of Birth |
07/27/1979 |
EmployeesDetails > BirthDate |
|
|
Roy.trenneman@reynholm.com |
Workers > PrimaryContactEmail |
|
Address |
123 Carebdeb Road |
EmployeesDetails > AddressStreet |
|
City |
Central London |
EmployeesDetails > AddressCity |
|
State |
London |
EmployeesDetails > AddressState |
|
Zip Code |
WC1 |
EmployeesDetails > AddressZipCode |
|
Country |
UK |
EmployeesDetails > AddressCountryRegionId |
|
Worker Status |
Employed |
Workers > WorkerStatus |
|
Work Status |
Full-time |
EmployeesDetails > WorkStatus |
|
Job Title |
IT Support |
Positions > Description |
|
Department |
IT |
EmployeesDetails > Department |
|
Supervisor |
Douglas Reynholm |
Employees > Names |
|
Office location |
Room Basement |
Employees > OfficeLocation |
|
Hire date |
01/01/1999 |
Workers > SeniorityDate |
|
Terminated date |
01/01/2054 |
EmployeesDetails > EmployementEndDate |
I have looked in the Office Integration but probably need to focus on the Data Management know it can be scheduled to run regularly.
This what I have done to try to figure this out. Added all entities needed > filtered to just the fields I need. Can't figure out how to join or export all in one CSV file.:
Any assistance would be much appreciated, thank you
Exporting four different entities to files don't meet your requirements. There is no way how you could join files. Instead, create a custom data entity returning the data you need. You can use either tables or data entities as data sources, and you'll join them there. Then use this new data entity on export.
Alternatively, you could develop something like a Logic App or Azure function that would grab data from those four entities (maybe from BYOD), combine them and create the file. Doing that may be benefitial, because you can easily set up a schedule, and the app can also save the file where needed.
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