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Import D365 F&O Entity

Description

Section titled “Description”

Imports one Dynamics 365 Finance & Operations entity over your D365 F&O connection into a project table. Pick the connection, the entity type, the sync mode, and any filters; the step pulls matching records and writes them, with no OData query to author.

This is a generic canned step — one step type covers six entities, from master/reference data (main accounts, currencies, customers, vendors, released products) to transactional records (ledger journal headers), in either a direct OData call or an asynchronous DMF bulk extract.

Configuration

Section titled “Configuration”
Field Required Notes
D365 F&O Connection Yes The D365 F&O connection to read through.
Target Table Yes The project table the results are written to. It is overwritten in full on every run.
Entity Type Yes Which entity to pull. Default main_accounts. One of main_accounts, currencies, customers, vendors, released_products, ledger_journal_headers.
Sync Mode Yes Default odata. odata calls the entity’s standard OData endpoint directly. dmf submits an asynchronous Data Management Framework export job and downloads the result once it completes — for pulls too large or slow over plain OData paging.
Filters No Range and equality filters translated into the request’s OData $filter. Each entity restricts filters to the fields D365 F&O can actually evaluate server side — an unsupported field is rejected, not silently dropped.

Entities and Filterable Fields

Section titled “Entities and Filterable Fields”
Entity Type What it pulls Filterable fields
main_accounts Chart of accounts account range, dimension
currencies Currency master —
customers Customer master account range
vendors Vendor master account range
released_products Released product master —
ledger_journal_headers Journal headers, posted and unposted date range, account range, dimension
Section titled “Related”