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Finance | Project Operations, Human Resources, ...
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How to add data source on sysquery form in dynamics 365 for finance and operations

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Posted on by 266

Hello Everyone,I need a sloution for one query.
In customer payment journal form, Payment proposal->Create payment proposal->Filter,
query form will be open for us. Here i need to add vendtrans data source and one field
of that datasource.

Could you please guide me how we can achieve this. Thank you

  • Verified answer
    Gunjan Bhattachayya Profile Picture
    35,421 on at
    RE: How to add data source on sysquery form in dynamics 365 for finance and operations

    Hi Rafia,

    Could you try resetting the usage data for the user and refresh the browser to check if you can see the new range?

  • Rafia Mohammed Profile Picture
    266 on at
    RE: How to add data source on sysquery form in dynamics 365 for finance and operations

    WhatsApp-Image-2022_2D00_02_2D00_19-at-5.22.30-PM.jpeg

  • Gunjan Bhattachayya Profile Picture
    35,421 on at
    RE: How to add data source on sysquery form in dynamics 365 for finance and operations

    Could you share the screenshot of the changes you have done?

  • Rafia Mohammed Profile Picture
    266 on at
    RE: How to add data source on sysquery form in dynamics 365 for finance and operations

    Hello Gunjan,

    I have done DB sync and also build(Model) but not working.

  • Gunjan Bhattachayya Profile Picture
    35,421 on at
    RE: How to add data source on sysquery form in dynamics 365 for finance and operations

    If you still can't see your changes, try to build your Development model and do a DB synchronize.

  • Rafia Mohammed Profile Picture
    266 on at
    RE: How to add data source on sysquery form in dynamics 365 for finance and operations

    Hello Gunjan, I have tried the above steps but no luck. I don't know where am missing.

  • Gunjan Bhattachayya Profile Picture
    35,421 on at
    RE: How to add data source on sysquery form in dynamics 365 for finance and operations

    Hi Rafia,

    You would have opened this before and hence the query might be saved in your usage data. Have you tried to click on Reset to see if you can see the new range?

    pastedimage1645265765225v1.png

    Another quick test will be to click on Add and see if 'VendTrans' appears in the table dropdown. 

    pastedimage1645265842805v2.png

  • Rafia Mohammed Profile Picture
    266 on at
    RE: How to add data source on sysquery form in dynamics 365 for finance and operations

    Hi Gunjan,

    I have created an extension of custpaymproposal query and added vendtras as datasource.whatever the field that have to show on the sysquery form, added to the range.

    But i cannot see.

  • Gunjan Bhattachayya Profile Picture
    35,421 on at
    RE: How to add data source on sysquery form in dynamics 365 for finance and operations

    Hi Rafia,

    Are you trying to add a new range or have you already added it in the query extension and are not able to see it? You can try clicking on the Reset button to see if it uses the modified query.

  • Rafia Mohammed Profile Picture
    266 on at
    RE: How to add data source on sysquery form in dynamics 365 for finance and operations

    Hello Gunjan,

    Yes i have already went with this approach but unable to see the data source. Please guide me what to do. Thank you

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