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

Notifications

Announcements

No record found.

Community site session details

Community site session details

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

Data Entities for Customer and Vendor Transactions

(0) ShareShare
ReportReport
Posted on by 47

I may be blind, but I am having no luck identifying data entities for customer and vendor transactions.  I am quite perplexed that these data entities would not be available out of the box.  There is a "transaction" data entity but that appears to be part of retail which we do not use.

I have the same question (0)
  • Gunjan Bhattachayya Profile Picture
    35,423 on at

    Hi Mark,

    You are correct. OOB entities are not available for customer and vendor transactions. You can develop entities for these though.

  • Lucas Boewood Profile Picture
    on at

    To add on this, please see the following article to get started if you need any guidance in developing entities to meet your needs:

    docs.microsoft.com/.../data-entities

  • Suggested answer
    Community Member Profile Picture
    on at

    There are data entities which are using view CustCollectionsBICustTransView in which CustTrans is one of data sources, so practically saying there is a standard data entity which shows CustTrans and VendTrans table records,

    however this data entity is called CustCollectionsBICustTrans and it is not enabled for Data Management and OData and is used for AggregateMeasurement, which is later used in PowerBI solution on a reports probably.

    So if you want to create some Power App it is avaible actually over measurement, however exporting into BYOD or OData into Excel not available out of the box...

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

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
Martin Dráb Profile Picture

Martin Dráb 660 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 512 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 291 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans