Data extract from multiple table sources into a single CSV file

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Posted on by CU29041349-0

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Hello,

I have a requirement to generate a CSV file which will contain data from multiple source tables and likely require some code logic. I will need to export project data (ProjTable) including the forecast records (ProjForecastEmpl and ProjForecastCost), then within the same CSV file but as separate lines, pull in project category (ProjCategory).

Type	Value	Description	Related code	Related value
Project	PROJ001	Extraction	Category code	ERF1
Project	PROJ001	Seeding	Category code	SRF1
Category code	ERF1	Mobilization
Category code	SRF1	Retention

Ideally, I would like to be able to generate the extract using a custom data entity (if possible) so a Power Automate job could trigger, create, and handle transmission of the file. I would likely need to add logic in code to ensure I send only required category codes.

I could create a batch job to generate/load the data into a temp (or regular) table, but the export of that data to a format that Power Automate would then be an unknown for me. Maybe a data entity would make the most sense here after the data is 'staged'.

Without knowing all the minute details, which one sounds the best options, and what other options have I not considered?

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Kevin Xia Microsoft Employee on at

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Hi,

Creating custom entities is a good choice. You can create a custom data entity that contains the fields you need to fetch from different tables, and write custom code according to your needs. You can then use Power Automate to trigger the export of this data entity, exporting it as a CSV file.

Or you can use the export feature of the data management framework: Data management overview - Finance & Operations | Dynamics 365 | Microsoft Learn. With that feature you can very easily create csv data exports.

Or you can export data directly from the FO using power automate. Refer to this thread, but I haven't tried this method: Export data from d365 F&O to csv file - Power Platform Community (microsoft.com).

These methods require you to obtain the data you need through custom development.

Best regards,

Kevin

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Kevin Xia Microsoft Employee on at

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Hi,

Yes, that's what I mean. You can refer to this official document: Build and consume data entities - Finance & Operations | Dynamics 365 | Microsoft Learn. This tutorial shows how to build an entity and how to consume some out-of-band (OOB) entities in an integration scenario.

Best regards,

Kevin

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