The easy way to compare environments

Have you ever had to compare two CDS/D365 environments and see what the differences were? Maybe you want to do a data migration into an existing environment to combine environments, and you need to know what the field and metadata differences are between the two environments.

Traditionally I would export the xml and compare in Notepad+ or some other tedious method, but I discovered (thanks to Tanguy Touzard’s recommendation) that there is a tool in the XrmToolBox plugin store that makes the job much easier.

Introducing the System Customization Comparer.

This awesome tool was created by Lars Muller, and it lets you select a source and target environment

Then it will compare the metadata, showing you the differences in entities, fields, and views.

Thank you Lars for making a frustrating task less frustrating.

An easier way to export data from your D365 environments

Exporting/Importing data can sometimes be a tedious and time-consuming task but thanks to this feature in PowerApps, exporting data from multiple entities is as easy as ever. Huge thanks to our PowerApps SME from Barhead, Mary Rose Bagtas, for helping out. 🙂

 

To quickly export data, go to https://web.powerapps.com

Click on Data -> Entities

 

Then click on Export Data

 

Select the entities you want to export, then click on Export Data again.

 

Download the exported data and you’re good to go. 🙂

 

Connect Dynamics 365 Finance & Operations to CDS – new CDS environment, integration, new entities & populations – Article Two

This article is part of a series of articles that is going to run you through setting up the following:

  • creating a new CDS database,
  • creating custom entities within CDS
  • creating an integration from F&O to CDS
  • Creating a new view
  • Exposing this new data within a CanvasApp

Article two of four – integrating Finance & Operations to CDS and creating a new view. Find part one here(!)

Now that we have our entity focused around projects we need to integrate it with Dynamics 365 for Finance & Operations to fill it with some sweet, sweet data! Let’s head over to www.admin.powerapps.com and go to “Data Integration” from within the navigation pane:

From here go to the “Connection Sets” tab and then “New connection Set”:

Give the connection set the name Project, then select your CDS environment and F&O environment – now a key part is stating the organisations you wish to connect. Provide the Legal Entity ID of the Finance & Operations company you wish to connect to and then the ‘org’ name of the CDS environment – found by going to www.admin.powerapps.com then looking at the bracketed (org######) string – this is the  organisation ID

Then go to the “Projects” tab and hit “New Project”:

Provide your project with a name for example “F&OtoCDS” and then select the template “Fin and Ops to CDS” then hit ‘Next’:

Select the connection set you create earlier named “Project” and hit “Next”, then select the “Organizations” grouping you created along side the connection set earlier and hit “Next”. Then agree to the ‘Privacy notice and consent’ without reading it because, well, life is too short to be boring and not take risks – by hitting “Create”!!

You’ll then be greeted by your new Project! But currently it is an empty carcass that is achieving nothing – so hit “Add Task”:

Now, name your tasks “Project”, select the “Projects” data entity from Dynamics 365 for Finance and Operations, select the “Projects” entity you created within the Common Data Service then select the “Organizations” created earlier. Then hit that big GLORIOUS button “Create”.

This will then create the new ‘Projects’ tasks, select the task which will then drill-through to allow us to start mapping between the two entities, map the following and hit “Save”:

Now for the exciting part, let’s execute/”run” this integration and see the data flood in! Hit “Run”! This will now kick-off the integration and take you to the “Execution history” screen

Then you’ll be greeted by the greatest sight of all a big green tick under the ‘Submitted’ column meaning it was successful:

Now let’s go check out that data – head back to www.web.powerapps.com and go to the custom “Projects” entity you created, now before we can see the data using the “Data” tab we need to create a new view, so go to the “View”  tab within the “Projects” entity and hit “Add View”:

Give your view a name and a description (if you’d like too) and hit “Create”:

Now select the fields from the left you want to appear on the view (simply by click on the ones you want will automatically transport the to the view) then hit “Save” then “Publish”:

Then go back to your entity (previous tab within your browser) and hit “Done” which will refresh and bring in your newly published “Main” view.

Now let’s go and check out the results, go to the “Data” tab and switch to the newly created view:

And now you can see all your awesome data (annoyingly i forgot i made some changes to my DE so the name hasn’t come in correctly but yours will be fine):

This concludes part two!

 

Connect Dynamics 365 Finance & Operations to CDS – new CDS environment, integration, new entities & populations – Article One

This article is part of a series of articles that is going to run you through setting up the following:

  • creating a new CDS database,
  • creating custom entities within CDS
  • creating an integration from F&O to CDS
  • Creating a new view
  • Exposing this new data within a CanvasApp

Article one of four – creating a new CDS database and new entity (this is not a deep-dive more of a beginners run through, deeper dives will be created soon(!))

1] Creating a new CDS database:

Go to www.admin.powerapps.com/environments and  select “New Environments” located in the top-right hand corner of the screen, then provide a name, region and environment type as shown below:

Then hit create, a new dialog box will pop-up asking if you wish to create a new database – of course the answer is yes:

The next dialog box will ask for more settings related to the CDS environment, select the currency and language you want it to be deployed in and whether you wish for sample apps and data to be included in your environment then hit “Create database”.

Your new environment will be provisioned, give it some time but it will happen.

Now head over to www.web.powerapps.com so the real work can begin!

First we need to select the newly provisioned environment from the environment drop-down list located at the top of the screen:

Then from the navigation pane on the left hand-side go to “Entities” then ‘New Entity’:

A new dialog box will pop-up – provide this with a relevant display name, it will automate a plural display name but this can be changed if necessary, then a name for the actual CDS entity which cannot be changed once created.

Once all filled out hit “Next” this will spin up the new entity.

It will automatically place you in the “Fields” tab – hit”add field” and we are now going to create a series of these new field starting with “Project ID”. Provide the new field with a display name, name (system name that cannot be changed) and the data type of “Text”:

then hit “done” – now rinse and repeat this AMAZINGGGGGGGGGG process for all the fields show below (Contract, CustAccount, Customer Name, ProjectName):

Once you have completed all that hit “Save entity” and…

VOILA your first entity is created and thus completes the first article in this series! Click here for part two (which runs through integrating F&O to the CDS)!