How to use data entity to update existing records in a table ?

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Posted on by AnandKrishna

Hi all

This development is for D365 F&O, I am using visual studio 2019 for the coding/development.

I have added a few customized fields in CustTable using extensions.

My requirement is to create a new data entity that will update the existing records. The user wants to import using excel, which will have customer account and the data for the custom fields.

Can someone please help me with this?

What I want to know is which methods do I need to override to complete my requirements also please do guide me to any standard entity with these methods.

Thank you all for your help in advance.

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GirishS 27,843 Moderator on at

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Hi AnandKrishna,

If you have added new field to CustTable. You can extend the standard entity which is using this table and add your custom fields there. No need to create a new entity.

Refer to the below link.

https://d365ffo.com/2021/05/06/d365ffo-ax-add-new-field-to-a-data-entity/

If you want to populate values to custom fields, you can make use of insertEntityDataSource methods. Refer to the below url for data entity method call sequence.

https://axatoz.wordpress.com/2019/03/10/d365-data-entity-sequence/

Thanks,

Girish S.

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AnandKrishna 18 on at

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Thank you for the reply, Girish.

I am aware I can extend the existing entity, but the customer has specified that they need a new entity for the newly added fields.

Hence the post.

The newly added entity is to just to update the existing customers and should not create anything new.

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Deepak Agarwal 8,923 on at

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Hello,

I agree with Girish, you don't need a new entity even if you want to update few fields. Pl understand the concept of data entity and how it works. Entity should have primary key to identify if its a new record or modification. For your requirement you can still use std entity with your changes and in excel template you can just keep those fields which you want along with mandatory fields.

You can start exploring by removing few fields from std and try to import.

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AnandKrishna 18 on at

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I duplicated the entity (CustCustomerV3) kept the required fields along with my customized fields, now when I try to import to update existing record I get the error "Cannot create a record in Customers (CustTable).

The record already exists."

The requirement specifically states that they need a separate data entity so adding my custom fields to standard entity is not an option.

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André Arnaud de Cal... 304,991 Super User 2026 Season 1 on at

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Hi Anand,

When a customer specifies requirement, then it is up to the partner/solution architect to correct them when they are against the best practices. There is no requirement to create a new data entity to be able to import the new fields. The existing one can be extended like mentioned above.

Of course, you can create a new data entity, but you can easily make a mistake and end up with errors like you have now. We don't know the exact contents of the entity you have now, so we don't know what might cause the issue now.

My suggestion is to extend the current entity with the new fields. You can then map the Excel columns with the target fields and start an import project. Please help the customer by informing them how the standard can be extended. A customer can tell you the business requirement, but you have to help them with the best technical implementation.

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