Automated Entity store refresh

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Overview

Entity store refresh is automated and managed by the system. Administrators do not need to schedule or monitor the Entity store refresh with the system batch schedules. The refresh operation is based on anticipated latency. This functionality is enabled in Platform update 23. As an administrator you do need to opt-in to use this feature.

Enable automated refresh

Complete the following steps to enable automated Entity store refresh.

  1. Go to System administration > Set up > Entity store. On the Entity store page, a message indicates that you can switch to the Automated Entity store refresh option. This option is managed by the system. An admin does not have to schedule or monitor the Entity store refresh.

  2. Select Switch now.

Important

This action isn't reversible. After you switch to the Automated Entity store refresh option, you can't revert to the old user interface (UI) experience.

  1. Select Yes to continue.

You will now see the new experience.

New UI experience

After the new experience is turned on, you can define the refresh for each aggregate measurement. The following refresh options are available:

  • Every hour
  • Twice a day
  • Once a day
  • Once a week

An admin can also refresh any aggregate measurement on demand by clicking the Refresh button. Additional options will be added in future platform updates. These options will include options for real-time refresh.

Important

When automated refresh is enabled, the system can disable the refresh of aggregate measurements. You must revisit aggregate measurements and validate that appropriate refresh intervals have been applied.