driv.xtb.finopsvirtualentitymanager's Introduction

Driv.XTB.FinOpsVirtualEntityManager

XrmToolBox tool to manage Finance and Operations Dataverse Virtual Entities

Blog Post

https://itmustbecode.com/finance-and-operations-virtual-entity-manager-for-xrmtoolbox/

Pre-requisite

The connected Dataverse environment must be integrated with a Finance and Operations environment
Proper security roles and licenses are needed on both Dtaverse aand Finance and Operations side

Features

📋List/Filter available Finance and Operations entities
👁️Enable/Disable visibility of entities in Dataverse (Virtual entity enabled)
🔁Enable/Disable change tracking of entities
🔄Refresh entity metadata (if fields are modified in FinOps side)
🤝Integrated with the Metadata Browser Companion from MscrmTools to explore virtual entities attributes
🤝Integrated with Sql4CDS by MarkMpn and FetchXMLBuilder by rappen to explore the data from a selected virtual entity

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driv.xtb.finopsvirtualentitymanager's Issues

use RetrieveFinanceAndOperationsIntegrationDetails

use RetrieveFinanceAndOperationsIntegrationDetails to get integration status of the connected Dataverse environment

GET [Organization URI]/api/data/v9.1/RetrieveFinanceAndOperationsIntegrationDetails

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/power-platform/enable-power-platform-integration

Add Logical name

Find a way to add the Logical name of the Entities.
Currently the name exposed by the 'Available Finance and Operations entities' is called Physical Name.
Having the real name of the F&O table would help to find the desired tables in many case.

This can be achieved by getting a token to the Finance and Operations environment and query the REST Metadata endpoint
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/services-home-page