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Finance | Project Operations, Human Resources, ...
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Budget, Forecast, Cost and Actual data Entities

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Posted on by 15

Hello,

I am new with D365 F&O reporting and need some help on what entities to use to retrieve data in Power BI for Budget, Forecast, Cost and Actuals from D365 F&O? 

Is there a data entity diagram or information available that I can user to determine what entities hold what type of data/transactions in F&O?

Any help would be really appreciated.

Thanks,

Ali

 

  • Ali1001 Profile Picture
    Ali1001 15 on at
    RE: Budget, Forecast, Cost and Actual data Entities

    Thank you, Charlotte! YOU are AWESOME!! This is definitely helpful.

    Thanks,

    Ali

  • Verified answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: Budget, Forecast, Cost and Actual data Entities

    Hi Ali,

    I know very little about Power BI, but here is some information about the data entities in D365FO that I hope these are helpful to you.

    Dynamics 365 Finance and Operations Data Entity List – Dynamics Tips (dynamics-tips.com)

    Data entities overview - Finance & Operations | Dynamics 365 | Microsoft Learn

    Best Regards,

    Charlotte

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