web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to perform calculations on sales data

(0) ShareShare
ReportReport
Posted on by 66

Hi all

We are new to D365F&O. We have a separate system, where some sales are booked.

We need to import this data, but perform certain calculations. Some transactions come direct from the customer, others are booked via a third party and hence receive commission. Some attract sales tax, others do not etc.

The separate system does not handle this business logic. At present, the business logic is being applied offline via spreadsheets, and then imported as a sales into D365.

Is there a way we can make this business logic happen within Dynamics? Apologies for what is probably a very basic question.

Many thanks

I have the same question (0)
  • Suggested answer
    Arunraj Rajasekar Profile Picture
    1,743 on at

    Hi,

    there are three options to achieve this.

    1) If you want data to be imported automatically, you can write a custom service and run it as batch job.

    2) you can build a power automation using REST API to import the data, if you have the data calculated and saved in an excel

    3) More easier solution, you can write a class to import from excel.

    You need to determine how to consolidate all the transaction before importing them into the system.

  • André Arnaud de Calavon Profile Picture
    301,814 Super User 2025 Season 2 on at

    Hi Benken,

    It is possible to import data using data entities. You can apply x++ on several methods of the data entity to perform calculations.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 843 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 467 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 338 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans