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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to add financial d...
Finance | Project Operations, Human Resources, ...
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How to add financial dimensions to Data Entity

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Posted on by joaoasilva11 55

Hi there,

I received a request to create a new custom data entity (based on a custom table) which should expose multiple table fields + some financial dimensions (Business Unit, Cost Center, Inter Company, Project and Working Cost).

I created my data entity through the Data Entity wizard and selected all the requested fields without issues. My main question now is how can I add the financial dimensions to the entity? I supposed they weren't common table fields like the others, but I can't seem to find any documentation that helps me in this matter.

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

    Hi joaoasilva11,

    The data entity framework works with a single string field which needs a functional configuration:

    azureintegrations.com/.../

    For the custom data entity, you can add a related data source called "DimensionDAVS" with the table DimensionSetEntity. You can then add the standard "DefaultDimension" field from your custom table and set the AccessModifier property to Private.

    From the "DimensionDAVS" data source you can add the field DisplayValue and rename the Name property to DefaultDimensionDisplayValue.

    This should do the trick. You can review the details on existing data entities for tables which do support Financial dimensions.

  • joaoasilva11 Profile Picture
    joaoasilva11 55 on at

    Hi there. Thank you for your advice, it sounded pretty simple and by following step-by-step I managed to add both the DefaultDimension and the DefaultDimensionDisplayValue to my data entity. I also based my development on the CustCustomerV3Entity [Application Suite]. My only question now is: is it enough to add the fields with the correct properties as explained or do I need to add further code logic to my data entity? If you check CustCustomerV3Entity, there are some references to the DefaultDimension processes, with the method "public void persistEntity" and inside the "public static Query defaultCTQuery()" method. Do I need to recreate them in my custom entity?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

    Hi joaoasilva11,

    There is no additional coding required for just having the DefaultDimension field added to your entity. In some cases, there is coding. There is a feature where a customer account number will be automatically added as value for the default dimensions. That is handled with the method persistEntity.

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