在最近的一个实施项目中，我们使用了F＆SCM（F＆O）通过CD的客户集成功能，作为公共数据服务（CD）功能的功能。数据集成项目或数据集成商（用于管理员）是一个框架（作为通用数据服务数据集成的一部分），用于促进Dynamics 365在金融和运营中的数据集成（FIN＆SCM，也称为F＆O）和销售动力学365。
通过电源查询或基于M的查询，也可以有其他数据来源连接到数据集成。在这种情况下，我们正在与Finops中的客户绘制销售中的帐户。
设置数据集成项目：
设置数据集成项目的先决条件是首先设置连接集。连接集是可以连接到各种数据源的框架。例如，在下面的连接集中，我们设置了一个连接集，该连接集将有助于在Dynamics 365中的帐户之间集成销售和财务和运营客户的客户之间的数据。确保连接设置指向正确的法律实体。图1 - 连接集
设置连接集后，设置数据集成项目并确保正确设置映射。另外，一旦准确设置数据集成，就确保正确的字段映射设置。
设想：
该方案是将销售中的帐户映射到Finops中的客户。除此之外，这些帐户在销售中的地址和联系方式与主地址或FINOPS中的主要联系人类型一起映射。另一个要求是具有在Finops中创建非主要地址和非主要联系人的能力。数据集成项目利用Finops的数据管理功能来管理数据集成。这也意味着来自数据管理框架的各种数据实体是在Finops中触发的。在这种情况下，对于客户而言，触发的数据集成实体是Custcustomerv3ent。
笔记：CD中用于客户的集成实体是Custcustomerv2ent。一个需要删除Custcustomerv2ent在下面数据管理 - >数据实体。数据实体Custcustomerv2ent需要先删除并明确添加Custcustomerv3ent（如平台更新31）。
LogissicsPostalAddress代码：
在创建地址后，覆盖事后处理程序以编辑非主要地址。如果是LogississPostalAddress，则是X ++代码，用于编辑网格控件中的详细信息。
[PostHandlerFor(formStr(LogisticsPostalAddress), formMethodStr(LogisticsPostalAddress, updateControls))]
public static void LogisticsPostalAddress_Post_updateControls(XppPrePostArgs args)
{
FormRun sender = args.getThis();
//Retrieve the two form data sources used in LogisticsPostalAddress form
FormDataSource logisticsPostalAddress_ds, logisticsLocation_ds;
FormDataObject IsPrimaryDet;
LogisticsPostalAddress logisticsPostalAddress;
DirPartyLocationRole dirPartyLocationRole;
LogisticsLocation logisticsLocation;
DirPartyLocation dirPartyLocation;
CustTable custTable;
logisticsPostalAddress_ds = sender.dataSource("LogisticsPostalAddress");
logisticsLocation_ds = sender.dataSource("LogisticsLocation");
//LogisticsPostalAddress and logisticsLocation details retrieved
logisticsPostalAddress = logisticsPostalAddress_ds.cursor();
logisticsLocation = logisticsLocation_ds.cursor();
//Retrieve the location details
select firstonly dirPartyLocation
where dirPartyLocation.Location == logisticsLocation.RecId;
if(dirPartyLocation)
{
//Retrieve the customer details from the address grid
custTable = CustTable::findByPartyRecId(dirPartyLocation.Party);
//Check if the customer record is externally maintained
if(custTable && custTable.IsExternallyMaintained)
{
//Validate if the address is non-primary
if(!dirPartyLocation.IsPrimary)
{
//Edit the Postal Address details like City, State, Zip Code
logisticsPostalAddress_ds.allowEdit(true);
//Edit the name or description details in the Address
logisticsLocation_ds.allowEdit(true);
//Enable the purpose group
sender.control(sender.controlId(formControlStr(LogisticsPostalAddress,PurposeGroup))).enabled(true);
//IsPrimary toggle control disabled for non-Primary addresses
sender.control(sender.controlId(formControlStr(LogisticsPostalAddress,IsPrimary))).enabled(false);
}
}
}
}LogisticsElectronicAddress代码：
[FormDataSourceEventHandler(formDataSourceStr(LogisticsContactInfoGrid, LogisticsElectronicAddress), FormDataSourceEventType::SelectionChanged)]
public static void LogisticsElectronicAddress_OnSelectionChanged(FormDataSource sender, FormDataSourceEventArgs e)
{
LogisticsElectronicAddress LogisticsElectronicAddress;
LogisticsLocation logisticsLocation;
DirPartyLocation dirPartyLocation;
CustTable custTable;
FormRun element;
FormControl advancedButton, deleteContactInfoButton;
// Retrieve the form buttons
element = sender.formRun();
advancedButton = element.design(0).controlName("DetailContactInfo");
deleteContactInfoButton = element.design(0).controlName("DeleteContactInfo") ;
// Retrieve the datasource fields objects
FormDataSource LogisticsElectronicAddress_ds = sender.formRun().dataSource("LogisticsElectronicAddress");
FormDataObject typeObject = LogisticsElectronicAddress_ds.object(fieldNum(LogisticsElectronicAddress, Type));
FormDataObject LocatorObject = LogisticsElectronicAddress_ds.object(fieldNum(LogisticsElectronicAddress, Locator));
FormDataObject LocatorExtensionObject = LogisticsElectronicAddress_ds.object(fieldNum(LogisticsElectronicAddress, LocatorExtension));
FormDataObject DescriptionObject = LogisticsElectronicAddress_ds.object(fieldNum(LogisticsElectronicAddress, Description));
FormDataObject CountryRegionCodeObject = LogisticsElectronicAddress_ds.object(fieldNum(LogisticsElectronicAddress, CountryRegionCode));
FormDataObject IsPrimaryObject = LogisticsElectronicAddress_ds.object(fieldNum(LogisticsElectronicAddress, IsPrimary));
// Retrieve customer record from the LogisticsElectronicAddress grid record
LogisticsElectronicAddress = LogisticsElectronicAddress_ds.cursor();
logisticsLocation = LogisticsLocation::find(LogisticsElectronicAddress.Location);
select firstonly dirPartyLocation where DirPartyLocation.Location == LogisticsLocation.RecId;
if (dirPartyLocation)
{
custTable = CustTable::findByPartyRecId(dirPartyLocation.Party);
// If the customer is externally maintained
if (CustTable && CustTable.IsExternallyMaintained)
{
// if contact information is not primary, make the fields in the grid editable
typeObject.allowEdit(!LogisticsElectronicAddress.IsPrimary);
LocatorObject.allowEdit(!LogisticsElectronicAddress.IsPrimary);
LocatorExtensionObject.allowEdit(!LogisticsElectronicAddress.IsPrimary);
DescriptionObject.allowEdit(!LogisticsElectronicAddress.IsPrimary);
CountryRegionCodeObject.allowEdit(!LogisticsElectronicAddress.IsPrimary);
//IsPrimaryObject.allowEdit(!LogisticsElectronicAddress.IsPrimary);
// if contact information is primary
// disable the advanced button so users cannot edit details in that screen
advancedButton.enabled(!LogisticsElectronicAddress.IsPrimary);
// disable the delete button
deleteContactInfoButton.enabled(!LogisticsElectronicAddress.IsPrimary);
}
}
}配置密钥：
LEDGERBASIC是启用CustCustomerv3entity所需的配置密钥。这将在Dynamics 365中启用（默认情况下）用于金融和运营。
github链接：
代码存储库已上传到GitHub上，以下是Visual Studio项目的链接。
笔记：
该项目位于VAR层上。
https://github.com/nav21n/d365finops/tree/master/samples/cdsintegration
模型文件也已上传到GitHub上。导入模型并构建模型和项目。模型文件名是：d365dmosamples。使用命令行导入模型文件。
模型文件名：D365DMOSPAMES
命令导入模型文件。在构建模型和项目之前，必须执行以下步骤。在这种情况下，我选择了C：model_backups作为模型文件的源目录。
图2 - 导入模型文件