Customize entity and field mappings

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. For more information, see Power Automate Blog.
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. For more information, see Terminology updates.

This topic will be updated soon to reflect the latest terminology.

The out-of-box entity maps have predefined entity and field mappings that enable the flow of data between two apps. In this way, they serve as "blueprints." However, because every business is different, the default entity maps might sometimes not be enough. Therefore, dual-write fully supports customization by providing ways to change entity maps and field mappings.

Customize field mappings, add transforms, and enable filtering

  1. In your Finance and Operations app, on the Dual-write page, on the Entity mappings tab, select the entity map to customize.

    Note

    Before you change entity mappings, they must be stopped (not running). Otherwise, your changes won't be saved.

  2. On the Entity mappings tab, you can customize a field by selecting a new or custom field from either the Finance and Operations app or Common Data Service.

    Customizing a field

  3. You can customize the synchronization direction (unidirectional or bidirectional) and add transforms by selecting the map type.

    Customizing the synchronization direction and adding transforms

    The following table describes the available synchronization directions.

    Symbol Description
    Equal sign Bidirectional field assignment
    Greater than/less than sign Bidirectional field assignment that uses transforms
    Greater than sign Unidirectional field assignment (left to right)
    Less than sign Unidirectional field assignment (right to left)
    Right arrow Unidirectional field assignment that uses transforms (left to right)
    Left arrow Unidirectional field assignment that uses transforms (right to left)

    The following table describes the available transform types.

    Transform type Description
    Default Default values are values that are applied to destination fields when no source field value is available. Use default values for fields that are required on the destination entity when you have no corresponding source field.
    Value map Value maps define how values that are present in one entity should be mapped to values in the other entity.
  4. You can add a new field by selecting Add mapping and then selecting an existing or custom field in the list.

    The following illustration shows an example where a new birthdate field is being added.

    Adding a new birthdate field

  5. When you've finished customizing the field mappings, select Save. Then follow the prompts to specify a publisher and a version number.

    Specifying a publisher and a version number

Filter your data

Dual-write lets you filter data by using Open Data Protocol (OData) filter expressions for Common Data Service. For the Finance and Operations app, filtering resembles range expressions that are used in the query range.

  1. On the entity mapping page, select the filter button (funnel symbol).

    Filter button

  2. In the Edit query dialog box, specify your filters. In this example, the filter that is specified will return only accounts where the account type equals 3.

    Specifying filters

    The following table shows some examples of filter expressions.

    Common Data Service Finance and Operations apps
    Accounttype eq '3' (accounttype == '3')
    numberofemployees gt 1000 and
    numberofemployees le 2000
    ((numberofemployees > 1000) &&
    (numberofemployees <= 2000))

    For more examples that show how to use expressions in query ranges, see Using Expressions in Query Ranges.

    Currently, we do not support nested lookups in dual-write source filter. Only standard filter operators directly against entity fields are supported. For more examples, see Standard filter operators.

Add new entity maps

Although Microsoft is continuing to add new entities, you can also add standard or custom entity maps.

The following example shows how to add a new entity map that is named Address books.

  1. In the Finance and Operations app, on the Dual-write page, select Add entity map.

    Adding a new entity map

    Note

    When you create a new solution that uses these modified entity maps, you must specify the same publisher.

  2. Confirm the entity maps that you just modified and added. Be sure to enable and test them, to ensure that they work as you expect.

    Confirming the entity maps

Next steps

Error management and alert notifications