Hi. I'm new to D365 but have many years functional and technical experience with AX2012. We need to create a sales margin report in Excel from our D365 environment. I understand that we need to either use existing data entities or create new data entities for this purpose. The existing AX reports do not satisfy our requirements. The data we need must include customer, invoiceid, item, financial dimensions, sales $ and cost$. I've spent frustrating hours investigation the existing data entities. Is there any searchable documentation about these? We do not have access to visual studio for this environment and this project. Is there a better way of getting this data in D365? Cheers Hendo
I was not aware of that. I suspect you meant to address James... If you did not, my opinion is that the mentioned report is useful, but still not equally or more useful than VS and the actual AOT :)
Hello James
If you are looking for default out of the box data entities then you can download the reports that show what are the default data entities, tables, fields, edts etc that are shipped with v10.0.2+ from docs.microsoft.com/.../license-codes-configuration-keys-report
Open the DataEntities.xlsx and search by the AOT table name.
Hello James,
I am not aware of such a standard entity. The problem are the findims you are looking for.
What you can do is trying to create a new entity or use PowerBI to analyze the data. I think PowerBI might be the fastest and possibly easiest way. There is a 'sales and profitability performance' PowerBi model available in the LCS shared asset library. This might be a good point to get started with in PowerBI.
Best regards,
Ludwig
Hi James,
To get better insights what is supported or not, you need a developer environment where you can use cross reference tooling to see which tables are used in what data entity.
Can you also tell why you don't have access to the resources you need here? Are you a customer or partner?
Ahh I see you have 2 posts. Other Post
Finding the data entity or entities that will satisfy your requirements will be very difficult without VS. Usually if I am faced with that type of requirement I will locate the fields on table level and then track them from there (to see which DE's expose them). If there is no DE for that purpose - then I will create one.
I haven't checked whether there is a DE for your specific purpose. But I think creating a DE for your requirement will be reasonably easy - assuming you have a developer who has worked on data entities before.
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