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Finance | Project Operations, Human Resources, ...
Answered

Where do I go to see a list of fields/tables?

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Posted on by 2,438

Hi, 

I need to provide fields for data interface purposes.  Where do I go to get a list of fields in certain modules?  If we were to set up an interface between concur and D365 or Workday and D365, where would I go to see a list of fields AX/D365 in the GL module or Expense Management module?  Thanks so much!

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  • Suggested answer
    ARUNKUMAR PISKALA Profile Picture
    on at

    Hi Kim,

    All data interfaces are handled through Data Entities in D365 Finance and Supply Chain Management (D365 F&SC). There are about 2400 out of entities for various modules in D365 F&SC. To read more about the data entities please go through the below link Data entities overview - Finance & Operations | Dynamics 365 | Microsoft Docs

    Here is the navigation path for data entities in D365 F&SC System Administration > Data Management > Data Entities > Entity Model View / Entity Category view. The Entity model view will display the list of data entities associated to a specific model as shown below. Once you have identified the entity click on the target fields button at the top to get the list of fields in the entity. 

    pastedimage1620239330829v1.png

    pastedimage1620240076457v3.png

    pastedimage1620240119418v4.png

  • lmai Profile Picture
    2,438 on at

    Thank you, Arunkumar, for all the screenshots.  It really helps.  I appreciated it.

  • lmai Profile Picture
    2,438 on at

    Arunkumar,

    Do you where I can download the Budget Template?  Purpose: to upload the budget from external excel.  Thanks so much!

  • Suggested answer
    ARUNKUMAR PISKALA Profile Picture
    on at

    Hi Kim,

    You can find the templates in "Template section" of Data Management.

    pastedimage1620253096355v1.png

    pastedimage1620253160390v3.png

  • lmai Profile Picture
    2,438 on at

    Awesome! Thank you!

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